Global TradFi & Macroeconomics

According to a recent report by the Institute of International Finance (IIF), Samsung Electronics and SK Hynix's expanded domestic semiconductor production investments are driving Korean won strength by increasing the conversion of export revenues into won. The IIF forecasts this investment flow

Construction stocks surged over 30% in August as nuclear power plants and artificial intelligence data centers emerged as new growth drivers for Korean construction companies. The KOSPI construction sector index rose 33.11% during the month, recording the highest gain among all sectors on the Korea

According to Seoul Exchange data on August 31, South Korea's construction sector index rose 33.11% in August, the highest gain among all sectors. Individual stocks outpaced this average, with Daewoo Engineering jumping 75.8%, GS Engineering rising 66.97%, Hyundai Engineering climbing 57.77%, and

According to Morgan Stanley analyst Adam Jonas this week, SpaceX's planned $100 billion new Starbase launch facility in Vermilion Parish, Louisiana, could drive stock gains. The bank set a $300 price target, citing strong fundamentals in SpaceX's rocket, connectivity, and enterprise AI

Apple announced on April 20 that John Ternus, a 25-year company veteran, will become CEO effective September 1, succeeding Tim Cook, who will transition to executive chairman. Ternus, who joined Apple in 2001 and rose to senior vice president overseeing iPhone, iPad, and Mac product lines, is

Fed Chair Kevin Warsh expressed inflation concerns at the Jackson Hole meeting on the 28th. He indicated potential additional tightening measures, increasing expectations for US rate hikes by year-end. The CME FedWatch Tool shows an 88.8% probability the Federal Reserve's benchmark rate will rise

U.S. spot Bitcoin exchange-traded funds recorded $201.9 million in net outflows on Aug. 28, ending a nine-day inflow streak, according to data from SoSoValue. The reversal trimmed cumulative net inflows to about $55.1 billion, with total net assets standing at roughly $93.9 billion. In contrast,

According to CME FedWatch tool data as of August 30, the Federal Reserve has an 88.8% probability of raising its benchmark rate above current levels by the December 9 FOMC meeting. The odds of rates reaching 3.75%-4% stand at 38.3%, with 4%-4.25% at 39.5% and 4.25%-4.5% at 11%. Fed Chair Kevin

According to Korea Exchange, the KOSPI index fell 1.79% last week, closing at 6788.88 points, while the KOSDAQ index posted modest gains. The decline came despite optimism from Nvidia's stronger-than-expected earnings and easing global uncertainty, which supported a steady rise in market

According to Korea Exchange, KOSPI index twice breached the 7,000 level during intraday trading in August but failed to settle above it on a closing basis. The index fell 124.07 points (1.79%) from the previous week to close at 6,788.8 points as of August 31.

According to SoSoValue, U.S. spot Bitcoin ETFs recorded $201.9 million in net outflows on Aug. 28, ending a nine-day consecutive inflow streak that had run since mid-August. The reversal trimmed cumulative net inflows to about $55.1 billion, with total net assets now around $93.9 billion.

U.S. Treasury Secretary Bessent prioritized economic growth as a core agenda item during G20 financial track meetings, aligning with the administration's broader economic policy. Bessent stated that the U.S. aims to convene global policymakers and private sector leaders to emphasize that stronger ec

DTCC's subsidiary The Depository Trust Company successfully converted eligible US Treasuries and equities into tokenized digital twins on July 15, with BitGo Bank & Trust serving as custodian for settlement and onchain asset movement. Over 30 firms, including BlackRock, Goldman Sachs, and J.P.

Korean retail investors net purchased $2.396 billion in US stocks this month as KOSPI trading activity hit yearly lows. The shift occurred as Samsung Electronics and SK Hynix stock prices stagnated despite KOSPI's recovery toward 7000 points. The USD-KRW exchange rate fell below 1400 won on the 19th

According to News1, in August domestic individual investors in South Korea have net bought U.S. stocks worth $2.396 billion, extending three consecutive months of net purchasing. This comes as the KOSPI index shows declining trading activity, with average daily turnover at 0.54% in late August—the l

According to The Motley Fool, Bridgewater Associates founder Ray Dalio recently reversed his long-held view on Bitcoin, shifting from calling it a "bubble" in 2017 to recommending portfolio allocation of up to 2% BTC as a hedge against debt and fiscal deficits facing most economies. Dalio views

According to Bitcoin.com News, Michael Saylor, Executive Chairman of Strategy Inc. (Nasdaq: MSTR), posted a cryptic message on X on August 30 hinting the company may resume bitcoin purchases. The post stated 'We're Back' with the bitcoin symbol replacing the letter 'B', following a two-week pause in

Digital healthcare company Skylabs will list on the KOSDAQ market on the 4th of next month, while AI company Neosapience and media commerce company Wisplanet Company conduct institutional investor demand forecasting. Skylabs' IPO price was set at 10,000 won, below its hoped price range of 13,000-16,

Samsung Electronics announced a shareholder return plan of up to 110 trillion won for this year on May 21 after market close, but its stock price fell 8.7% during the following week (May 24-28), closing at 257,000 won compared to 281,500 won on May 21. The decline followed investor disappointment