Global TradFi & Macroeconomics

According to @WuBlockchain, Bitwise's Hyperliquid ETF, BHYP, has become the dominant HYPE ETF, tracking approximately $166.3 million in holdings. On Friday, the fund executed a $10.5 million purchase of HYPE, marking its largest single-day acquisition since a $23.2 million buy on August 27,

According to Maeil Business Newspaper, the Philadelphia Semiconductor Index jumped 3.38% on September 4, with major memory and AI chip stocks rallying amid broader market weakness. SK Hynix ADR surged 8.14%, while Micron, Sandisk, and Western Digital climbed 6.10%, 11.90%, and 5.86% respectively,

According to BlockBeats, U.S. and Canadian equity markets will close on September 7 (Monday) due to the Labor Day holiday. CME precious metals and U.S. crude oil futures contracts will end trading early at 02:30 Beijing

Microsoft, Salesforce, ServiceNow, and CrowdStrike reported strong fiscal quarter results in August, with stock prices rising over 20% as enterprise AI adoption drove subscription revenue growth. The four US software companies, collectively referred to as 'MNCC' by Wall Street, defied earlier

According to Dailyeconomy, in August 2026, the four major U.S. software stocks known as MNCC—Microsoft (MSFT), Salesforce (CRM), ServiceNow (NOW), and CrowdStrike (CRWD)—surged over 20%, driven by strong AI Agent adoption across enterprises. Salesforce led the rally, reporting a 240% jump in

According to Ukraine's military, the country struck Russia's Ryazan oil refinery yesterday night (September 5).

Moody's projects South Korea will record its first fiscal surplus in 9 years, with the integrated fiscal balance forecast to reach a 59.9 trillion won surplus. The turnaround stems from semiconductor boom tax revenue and the government's decision to allocate part of additional tax income to

The Korean stock market faces heightened uncertainty this week as the possibility of US interest rate hikes resurfaces, with the US 10-year Treasury yield testing the critical 5% threshold. On Sept 4 (local time), stronger-than-expected US employment data pushed the probability of a 25 basis point r

According to Han Kyung Ecel, the company launched a Fear-Greed Index on Sept 6 through its Epic AI investment platform, a real-time sentiment gauge for South Korea's KOSPI and KOSDAQ markets. The index ranges from -2 to 2, with readings between -1 and 1 indicating neutral sentiment, 1 to 2

Korean cosmetics stocks ETFs declined over 10% during the week of August 31 to September 4 as the won-dollar exchange rate dropped due to improved domestic foreign exchange supply. TIGER Cosmetics fell 11.11%, SOL Cosmetics TOP3 Plus declined 10.82%, and HANARO K-Beauty dropped 10.40%, according to

According to Financial News, cosmetics-focused exchange-traded funds in South Korea declined sharply over the past week (Aug 31–Sept 4) as the won strengthened against the dollar. TIGER Cosmetics fell 11.11%, SOL Cosmetics Top 3 Plus dropped 10.82%, and HANARO K-Beauty retreated 10.40%. The won-doll

Kiwoom Asset Management listed the 'KIWOOM Samsung SK Group TOP4+' exchange-traded fund on the 1st, designed to capture benefits from Samsung Electronics and SK Hynix shareholder return policies. According to the Korea Exchange, the ETF's total net assets reached 19.2 billion won as of the 3rd.

According to Korea Exchange, Kiwoom's KIWOOM Samsung-SK Group TOP4+ ETF was listed on September 1 with net assets of 19.2 billion won as of September 3. The fund tracks semiconductor leaders Samsung Electronics (27.93%) and SK Hynix (22.58%), along with their affiliates Samsung C&T, Samsung Life, SK

According to The Kobeissi Letter, Bitcoin and gold prices' 90-day correlation has risen to +0.50, nearly matching the 2020 pandemic high. The metric has more than doubled since the start of the year, marking a significant shift in asset correlation patterns.

According to Korean media MK, South Korean individual investors in September shifted holdings away from U.S. semiconductor stocks and rotated into semiconductor leverage ETFs. Net sell-offs included Micron exceeding $100 million, SanDisk $68.61 million, Marvell Technology $49.37 million, and

Youngpoong and MBK Partners alleged Korea Zinc director Choi Yun-beom's family made personal investments before company-funded follow-ons. The consortium stated the Choi family invested in unlisted companies from 2019 to 2023, then One Asia Partners funds backed by Korea Zinc's 560 billion won made

According to News1, on September 6, Youngpoong and MBK Partners alleged that Choi Yun-beom, a director at Korea Zinc (010130), and his family engaged in a 'pre-investment, early exit' scheme. The claim details a pattern where Choi's family invested personal funds in unlisted companies first,

According to Jin10, China's Ministry of Finance allocated 10 billion yuan to China Export Credit Insurance Corporation today (September 6) to strengthen its core capital base. The capital injection aims to enhance the company's risk absorption capacity and increase insurance coverage for export

According to Korean media and DIGITIMES, SK Hynix is considering adding Intel as a second foundry supplier for HBM4E high-bandwidth memory base dies to reduce dependency on TSMC and increase supply flexibility. Base dies—the logic control chips at the bottom of HBM stacks—are becoming increasingly c

Samsung Asset Management's Lim Tae-hyuk forecasted KOSPI support at 6500-7000 in a Seoul Economic Daily interview on the 6th. Lim, executive director of the ETF division, predicted the KOSPI could reach 10,000 in the second half, stating sufficient upside potential exists as Korean market