Global TradFi & Macroeconomics

According to BlockBeats, on September 2, Dell Technologies reported fiscal Q2 2027 revenue of $47 billion, up 58% year-over-year and beating market expectations of $44.8 billion. Non-GAAP earnings per share surged to $7.04, up 203% YoY and well above the expected $4.90. The company raised its

KB Securities researcher Kim Min-gyu released a report on the 1st analyzing that long-term trust formation is essential for shareholder returns to become a strong stock price catalyst in the Korean stock market. Kim stated that shareholder returns can be the best card to steadily drive up stock pric

Alumis Inc. (ALMS) stock collapsed 57% on Tuesday after the biotech announced its Phase 2b lupus trial missed primary endpoints. The 48-week LUMUS study in moderate-to-severe systemic lupus erythematosus failed its primary goal and key secondary measures in the full patient population, though a

Hyundai Mobis has been identified as the first Hyundai Motor Group affiliate to realize earnings from the group's physical artificial intelligence (AI) investment expansion, according to LS Securities. The company secured full orders for actuators used in the Atlas humanoid robot, with related

According to Hana Securities on September 2, semiconductor investment is transitioning from high-bandwidth memory (HBM) to mass-market DRAM and NAND, with DRAM wafer inputs forecast to increase 8.5% this year and 5.8% next year, reaching 15% cumulative growth by 2027 compared to 2025. The report

Alumis Inc. (ALMS) stock collapsed 57% on Tuesday, marking its worst trading day since its mid-2024 IPO, after the biotech disclosed that its Phase 2b LUMUS trial of envudeucitinib in systemic lupus erythematosus failed its primary efficacy goal in the overall patient population. The 48-week

Federal Reserve Governor Michael Barr stated on local time 1st that the Fed must act decisively to raise interest rates if inflation does not sufficiently ease. Speaking at the Second-Chance Lending Forum in Washington DC, Barr emphasized that inflation remains excessively high and has persisted at

According to KB Securities analyst Kim Min-gyu on September 1, sustainable stock gains from shareholder returns depend on long-term trust rather than one-time distributions. Kim noted that companies must "demonstrate commitment to prioritizing shareholders both in good times and downturns through co

According to The Block, the U.S. Securities and Exchange Commission (SEC) proposed on September 2 to update its registration agent rules, which have not undergone major revision since the late 1970s. The updated rules aim to modernize frameworks to reflect electronic communications and blockchain te

Bank of Japan Governor Kazuo Ueda said on September 1 that economic data released since the July monetary policy meeting have largely aligned with the central bank's projections outlined in its July Quarterly

Russia began the mass rollout of its digital ruble on Sept. 1, moving the central bank digital currency beyond its earlier testing phase and into wider use across major banks, retailers and payment networks. The Bank of Russia mandated that systemically important banks and large credit

According to Bloomberg, Morgan Stanley analyst Michael Cyprys upgraded Robinhood's stock rating from underweight to overweight on September 2, citing the expansion of its prediction market business as evidence of sustainable revenue growth. The prediction market has surpassed 2 million users and

Japan's Finance Minister Kagetsu Katayama stated on September 1 that the government will not comment on specific foreign exchange levels, reaffirming its cautious stance on direct currency policy statements.

Bank of Japan Governor Kazuo Ueda said on September 1 that the market has priced in a strong possibility of a rate hike in September, while declining to comment on daily market fluctuations.

According to BlockBeats, on September 2, Hyperliquid Strategies Inc (PURR) amended its ChEF purchase agreement with Chardan Capital Markets, doubling the total commitment for newly issued common shares from $1 billion to $2.5 billion at $0.01 par value. The revision introduces a trading cap

Bank of Korea raised its benchmark rate in both July and August, breaking convention with back-to-back hikes. Governor Shin Hyun-song acknowledged the move departed significantly from standard practice during the August monetary policy committee press conference. The central bank cited inflation con

Bank of Korea raised its benchmark interest rate in both July and August, breaking precedent with consecutive monthly hikes. Governor Shin acknowledged the move as 'quite outside convention' during the monetary policy committee press conference. The decision was driven primarily by the Financial

The USD-KRW 1-month non-deliverable forward (NDF) rose to 1,373.50 won (MID) in final trading on September 2, according to overseas brokers, representing a 3.55 won increase from the previous Seoul spot market close of 1,370.40 won when accounting for the 1-month swap point of -0.45 won. The

Japan's monetary base declined 15.7% year-over-year in August, compared to a 13.8% decline in the previous month, according to data from the Bank of Japan.

According to Bloomberg, U.S. bitcoin spot ETFs recorded net inflows of approximately $3.5 billion in August, marking the largest monthly inflow since July 2025. Bitcoin rose 25% during the month, its best monthly performance since November 2024. Citi strategists noted that bitcoin recovered toward t