Global TradFi & Macroeconomics

According to ChainCatcher, bitcoin miner Cango Inc. (NYSE: CANG) reported Q2 2026 financial results on August 31, with total revenue of $50.8 million and net loss of $81.6 million, primarily driven by non-cash impairment and disposal losses on mining equipment. Bitcoin mining revenue reached $47.4 m

Federal Reserve Chair Kevin Warsh delivered his first Jackson Hole speech on May 28 (US Eastern Time), stating that 'the top priority must be inflation' and that 'we cannot say the underlying trend of inflation has improved meaningfully.' The hawkish remarks triggered immediate market volatility,

Korean securities firms plan to invest 1 trillion won in venture secondary funds over the next 3 years to diversify exit channels in the domestic venture capital market. The initiative aims to reduce the market's 80%+ dependency on IPOs as the primary exit route, which contrasts sharply with

The US government declared a national emergency for power grid protection on the 26th (local time), while simultaneously advancing large-scale infrastructure improvement policies to support artificial intelligence (AI) data center operations, brightening the mid- to long-term growth outlook for

According to Korean Economic Daily, Fed Chair Kevin Powell's first Jackson Hole speech on August 28 triggered apparent hawkish signals, with marketplace interpreting his remarks as supporting a potential September rate hike. However, the broader speech message may indicate AI-supportive rather

Kiwoom Securities forecasts the Korean stock market will continue its recovery this month with sector rotation, projecting KOSPI to trade in the 6,300-7,600 range. The outlook comes as artificial intelligence peak-out concerns have eased and earnings momentum spreads to non-semiconductor sectors.

According to BlockBeats, citing BIT (bit.com) data, U.S. storage stocks climbed on Monday, September 1, with Galaxy Digital (GLXY) up 5.99% and Sandisk (SNDK) up 5.5%. Micron Technology (MU) gained 2.77% and SK Hynix (SKHY) rose 2.20%, while the broader market declined: the Dow fell 0.7%, S&P 500

According to Korea Venture Capital Association and industry sources, major South Korean securities firms announced plans today to invest 1 trillion won (approximately $760 million USD) in venture capital secondary funds over the next three years. The initiative, led by firms including Korea

According to Yonhap Infomax, U.S. President Trump declared a national emergency for the power grid on August 26 (local time), empowering the Department of Energy to restrict imports of foreign electrical equipment and establish barriers against Chinese high-voltage products. Concurrently, the U.S. g

According to Jim Cramer on CNBC, major S&P 500 stocks rebounded sharply in August after months of decline driven by concerns over artificial intelligence disruption and slowing growth. Moderna led the index with a 156% gain following promising results for its experimental melanoma vaccine

Bitcoin has sustained a rally amid concerns over US government debt burden and dollar value erosion. The cryptocurrency's price reached $77,517.0 as of 1:30 PM on the 31st of last month, recovering from a July 1 low of $57,832.5, driven by debasement trade positioning, large-scale short squeezes, an

Hana Securities maintained a 'Buy' rating and 140,000 won target price for SK Telecom, citing a convergence of four positive catalysts in earnings, dividends, 5G, and AI. Analyst Kim Hong-sik stated the outlook remains positive due to the concentration of these favorable factors. The firm

LS Securities projected on September 1st that Hanwha Group will purchase additional shares in Korea Aerospace Industries (KAI) after the Korea Fair Trade Commission approved Hanwha's stake acquisition on the previous day, bringing combined ownership to 15.89%. Analyst Lee Jae-kwang cited strategic p

According to Asia Economy, Bitcoin surged to $77,517 on August 31 as U.S. fiscal pressures fueled debasement trades and forced short liquidations. The rally was amplified by leveraged positioning in futures markets, where accumulated short positions triggered a squeeze as prices bounced faster

According to Hana Securities on August 31, SK Telecom (SKT) received a Buy rating with a 140,000 KRW stock price target as earnings, dividend, 5G, and AI catalysts concentrate in September. The brokerage expects SKT's full-year 2026 operating profit to approach 2 trillion KRW, with after-tax dividen

According to LS Securities, Hanwha Group secured a 15.89% stake in Korea Aerospace Industries (KAI) on August 1, following regulatory approval from South Korea's Fair Trade Commission. The stake comprises Hanwha Aerospace (9.9%), Hanwha Systems (4.98%), and Hanwha Aerospace USA (1.01%). LS Securitie

Trump is scheduled to meet with oil and gas retailers and refinery representatives on Tuesday at 1:30 PM ET.

According to Yonhap News, U.S. stocks declined on August 31 (local time) as U.S.-Iran military tensions escalated, with geopolitical concerns driving oil prices up nearly 3% and pushing Treasury yields higher. The Dow Jones fell 0.70% to 53,185.90, the S&P 500 dropped 0.33% to 7,686.14, and the

Wolf Research identified Yum Brands, Nike, and Chewy as companies facing elevated risk of earnings shocks on the 31st (US local time), according to CNBC. The investment firm flagged these stocks based on proprietary Earnings Quality (EQ) scores that combine seven financial ratios with sentiment and