Global TradFi & Macroeconomics

Korean retail investors withdrew 4.95 trillion won from cash management accounts (CMA) over a three-month period ending May 26, redirecting funds into stock purchases despite significant market volatility. During the same timeframe, CMA account numbers increased by 177,343 to reach 40,018,174,

According to Bloomberg, Venezuela is assessing the feasibility of withdrawing from OPEC, with sources saying the matter is a top priority in discussions between the country and the United States.

SPDR Gold Trust, the world's largest gold ETF, saw its holdings increase by 1.141 tons today, bringing the total to 1,046.636 tons.

Bitcoin surged above $80,000 today, extending its monthly gains to approximately 25% amid continued inflows into spot ETFs. According to market reports, spot Bitcoin ETF inflows have persisted for eight consecutive trading days, signaling sustained institutional demand. Oil prices rose 2%

According to the Financial Investment Association, CMA (Comprehensive Asset Management Account) balances held by South Korean retail investors declined by 4.92 trillion won (from 11.01 trillion to 10.52 trillion won) over three months through August 26, despite account numbers increasing by 177,343

South Korean financial regulators raised the minimum cash deposit requirement for single-stock leveraged exchange-traded fund (ETF) trading from 10 million won to 30 million won one month after the products launched on May 27. The regulatory tightening followed a trading frenzy that saw daily

According to South Korean financial authorities, trading volume in single-stock leveraged exchange-traded funds plunged from approximately $104 billion on their May 27 debut to below $10 billion within one month of regulatory tightening in late July. Regulators raised the mandatory deposit

According to multiple reports, Nvidia shares soared 8.74% to $227.98 on Aug 27, marking the chipmaker's largest single-day gain since April 2025 and breaking a recent pattern of post-earnings declines. The company's market capitalization increased by approximately $442 billion in the trading

According to Korean Exchange data and investment expert Choi Go-min, actress Han Ga-in disclosed her stock portfolio on August 27, which included 100 Samsung Electronics shares and 25 SK Hynix shares, along with holdings in Sanil Electric and Dalba Global. Han Ga-in revealed she had sold all

Sky Network TV (SKT.NZ) rose 7.1% at market open in Wellington today (August 27).

According to Jin10 data on Aug 28, based on CME FedWatch data, the Federal Reserve has a 63.5% probability of holding rates unchanged in September, and a 36.5% probability of hiking by 25 basis points. For October, the market prices a 47.3% chance of unchanged rates, 43.4% for a 25bp hike, and 9.3%

According to Newsis, on August 25-27, Bitcoin recovered to $80,000 for the first time in months, triggering a sharp rally in crypto-related stocks both domestically and globally. Circle, the USDC stablecoin issuer, surged 55% from its August 3 low of $57.84 to $89.91, while Coinbase climbed over 30%

According to industry sources, exchange-traded products (ETPs), including ETFs and ETNs, will be excluded from trading on the Korea Exchange's aftermarket when it opens next month. The decision marks a policy reversal from earlier plans to permit ETP trading, reportedly due to mounting volatility co

US stock indexes rose on August 27 (local time) as NVIDIA's significantly upwardly revised revenue forecast eased concerns that the artificial intelligence boom had ended. NVIDIA shares surged 8.74% to 227.98 after the company projected fiscal 2028 revenue growth of approximately 70%, far

Bernstein analyst Gautam Chhugani cut the price target on Strategy (Nasdaq: MSTR) stock from $450 to $350 on Aug. 25 while keeping an 'Outperform' rating. The analyst attributed the 22% target reduction to his updated

According to KOSCOM ETF Check, on August 27, Target Date Fund (TDF) ETFs listed in South Korea saw inflows of 1.6659 trillion won over the past year, as investors seek to reduce portfolio volatility amid market fluctuations. TDF ETFs allocate investments across both equities and bonds, providing por

According to Bernstein analyst Gautam Chhugani, on Aug. 25, the firm trimmed its MicroStrategy (Nasdaq: MSTR) price target from $450 to $350, a 22% reduction, while maintaining an Outperform rating. The cut reflects updated Bitcoin cycle outlook and equity dilution concerns. Despite the reduction, t

Matthew Sigel, head of digital asset research at VanEck, distinguished Bitcoin's political risk from that of altcoins in a CNBC interview on Aug. 26, stating that Bitcoin remains resilient under a Democratic administration while 'the rest of cryptos might have a problem.' Sigel argued that Bitcoin's

US Treasury yields rose slightly on August 27 (US Eastern Time), with the 10-year note climbing 0.80 basis points to 4.6720% as of 3pm. Oil prices surged after reports indicated the Trump administration repeatedly told mediators it has no interest in returning to the June ceasefire memorandum of

According to New York forex market, the US Dollar index held flat at 99.15 on August 27, as foreign exchange participants digested mixed inflation data and refrained from large bets ahead of Federal Reserve Chair Kevin Warsh's closely watched speech on August 29. Data released on August 26 showed t