Global TradFi & Macroeconomics

According to Token Terminal, tokenized stock market capitalization increased by $187.8 million over the past 7 days, marking the largest growth among all real-world asset (RWA) sectors. The platform noted that tokenized funds saw a $21 million increase, while tokenized commodities declined by $24.2

According to Gate data, Brent crude oil (XBRUSD) broke through $98 per barrel, trading at $98.12, up 0.8% from the previous trading session close.

According to the U.S. Department of Labor, non-farm payroll employment increased by 162,000 in August, significantly exceeding the market consensus forecast of 56,000, creating a surprise that sparked a selloff in major U.S. equity indices on September 4. The Dow Jones Industrial Average

Meritz Securities recommended on June 7 that investors maintain holdings in memory-focused semiconductor stocks following OpenAI's GPT-6 Astra launch, citing renewed expectations for AI infrastructure demand. Analyst Hwang Su-wook stated that AI model advancements create new workloads even as

Nikkei 225 index surged 2% today, with Kioxia climbing nearly 8%, while Tokyo Electron and SoftBank Group each advanced over 5%.

According to Meritz Securities, the firm recommends continuing to hold memory chip stocks on September 7, as lower token prices will expand AI workloads rather than reduce semiconductor demand. Researcher Hwang Soo-wook noted that as AI model efficiency improves and token costs decline,

Citigroup recommended buying shares of optical networking technology company Ciena (NYS:CIEN) following the stock's decline after its earnings announcement this week. Analyst Atif Malik stated on the 3rd (US local time) that Ciena's revenue guidance calling for 30% year-over-year growth represents o

Japanese chip-related stocks surged today, with Kioxia gaining 7.3%, SoftBank rising 5.4%, and Lasertec advancing 8.2%.

According to CNBC on September 4, optical networking company Ciena saw shares fall 10% after reporting 2026 revenue guidance of $6.42 billion, below analyst expectations of $6.34 billion. Citigroup analyst Arif Malik maintained a buy rating, arguing the earnings miss reflects conservative guidance a

According to Guru Club, on September 7, the Korean won rose to its highest level against the US dollar since October 7, 2024.

According to data from Japan's Finance Ministry released on September 7, Japan likely sold foreign securities including U.S. Treasuries in August to raise funds for record-level yen intervention. Foreign securities held by Tokyo fell by $87.8 billion at the end of August compared to the previous

According to Economic Daily, TSMC's third-quarter 3-nanometer (3nm) chip production value exceeded 400 billion yuan for the first time, marking a new record. The strong demand from artificial intelligence and high-performance computing applications drove the company to expand 3nm production

Tokyo Stock Exchange-listed companies are experiencing record-high delistings, with 128 companies confirmed for delisting as of the 4th, surpassing last year's annual total of 125, according to Nikkei. An additional 29 companies have been designated as surveillance stocks facing potential delisting.

According to DB Securities analyst Seo Seung-yeon on September 7, the firm raised its target price for SK Hynix to 2.3 million won from 2 million won, citing strong pricing for HBM4 (sixth-generation high-bandwidth memory) chips. DB Securities expects HBM4 prices to rise approximately 70%

According to Nikkei, 128 Japanese companies have been confirmed for delisting from the Tokyo Stock Exchange so far this year as of September 6, already exceeding the previous annual record of 125 delistings in 2025. An additional 29 companies listed as at-risk have been designated for possible delis

According to Chosun Daily, SK Hynix began supplying 1c DRAM in the second quarter of 2026 and expects production to reach approximately 34% of total output by the fourth quarter, up from 13% in Q2. The South Korean chipmaker's 1c process is set to surpass its older 1b process by the first quarter of

SK Square stocks fell to the 1 million won range after peaking at 2.126 million won on June 22, mirroring volatility in SK Hynix stocks. The stock opened the year at 396,500 won on January 2 before surging above 2 million won, then dropping to 800,000 won in late July and closing at 1.038 million wo

According to Korean Economy TV, stronger-than-expected U.S. employment data over the weekend lifted market expectations for a Fed rate hike in September to 60% from 49%, pressuring risk assets. Bitcoin tumbled to $79,000 before recovering to test $80,000, while gold dropped below $4,500 per troy

South Korean automakers Hyundai and Kia face earnings pressure in Q4 as won appreciation erodes export profitability, according to Yuanta Securities researcher Kim Yong-min on September 7. Kim stated that Q3/Q4 results will see foreign currency reserve reductions offset losses, but Q4 will fully