Global TradFi & Macroeconomics

Korean single-stock leveraged and inverse ETF trading volumes collapsed to approximately one-tenth of pre-regulation levels on August 3, the second trading day after margin requirements increased from 10 million KRW to 30 million KRW. The 16 ETFs based on Samsung Electronics and SK Hynix recorded to

Software stocks staged a sharp rebound in July, with Workday rising 31% to lead all gainers. Adobe rose 22.1%, Intuit rose 21.6%, Autodesk rose 20.4%, and Salesforce rose 17.5%, while Microsoft rose 24.6%. The rally followed investor rotation out of chip stocks into software names and defensive

According to BIT market data, on August 3, U.S. AI infrastructure service providers rose in premarket trading, with Oracle, CoreWeave, and Nebius gaining nearly 2%, Amazon up 1%, and Google and Microsoft advancing nearly 1%.

According to Stocktwits, software stocks staged a strong rebound in July, with Workday leading at 31%, followed by Microsoft up 24.6%, Adobe up 22.1%, Intuit up 21.6%, Autodesk up 20.4%, and Salesforce up 17.5%. The iShares Expanded Tech-Software Sector ETF (IGV) rose 4.4% last month after a 10.7% d

The Shanghai Futures Exchange released updated registration commodity management rules for bituminous petroleum on August 2, effective immediately. The revised rules supersede the October 2016 version, which is now

According to market sources, Moon Modality (Kimi) plans to submit a Hong Kong IPO application as early as this month, seeking approximately $3 billion in funding. The company has not publicly confirmed the report as of press

According to Chosun Biz, Semho Electronics announced on August 3 a 100 billion won convertible bond issuance to fund the full conversion of ADS Tech, a semiconductor equipment manufacturer, into a wholly-owned subsidiary. NH Investment & Securities and Kiwoom Securities will serve as lead

According to Jin10, the Shanghai Gold Exchange announced on August 3 that Au(T+D) deferred compensation fees favor shorts (空付多), while Ag(T+D) deferred compensation fees also favor shorts. Trading data covers sessions from July 31 (20:00–02:30) and August 3 (09:00–15:30).

According to Morgan Stanley's 120-page AI Infrastructure report released on July 27, power availability (Time to Power) emerges as the most undervalued investment theme for AI data centers. The report identifies a 38 gigawatt (GW) power supply gap in the U.S. through 2028, with grid

According to Korea Exchange, on August 3, single-stock leveraged and inverse ETFs saw trading volume plunge to one-tenth of pre-increase levels on the second day of new margin requirements. The deposit threshold for these products was raised from 10 million won to 30 million won. On August 3, 16 sin

Alibaba shares surged over 4% in pre-market trading earlier today after the company unveiled Qwen 3.8-MAX, its latest artificial intelligence model. The stock movement reflects market reaction to the new AI capability

According to Korea Exchange, five of six KOSDAQ active exchange-traded funds (ETFs) listed this year underperformed their benchmark indices as of August 3, despite charging annual fees of 0.5-1.0%. The active products, which were promoted as outperforming market indices, delivered worse results

According to Gate, Hong Kong stocks closed higher on Aug 3, with the Hang Seng Index up 0.48% and the Hang Seng Tech Index up 0.96%. Alibaba rose 7.01% for the day.

Gate News reports that, according to Gate’s official data based on Gate’s official data as of July 27, 2026, Gate’s AUM ranked sixth among global CEXs. According to DeFiLlama data, as of July 27, 2026, Gate’s overall reserve coverage ratio was 117%, remaining consistently above the industry safety benchmark of 100%, and covering nearly 500 types of users’ assets. Among them, the excess reserve ratio was 24.2% for BTC and 22.02% for ETH. Gate has already served more than 58 million global users,

According to the European Central Bank's economic bulletin released Monday (August 3), euro zone household consumption fell sharply in April following the Iran conflict outbreak, driven by a significant deterioration in consumer confidence. The ECB reported that April consumption decline reached

According to Jin10 Futures, as of 4 p.m. on August 3, CNEX market liquidity sentiment index reported 46, down 1 point from 2:30 p.m. By institution type, large banks reported 45, mid-sized banks 47, and non-bank institutions 45, each declining 1 point.

Korean MMF ETFs received 1.4578 trillion won in inflows over the recent one month as KOSPI volatility intensified. The 14 MMF ETFs attracted 823.3 billion won in the one week ending on the 31st of last month, with KODEX Money Market Active, TIGER Money Market Active, and RISE Money Market Active

According to Jin10, Germany's manufacturing PMI rose to 52.2 in July from 50.3 in June, marking the highest level since May 2022. The reading, confirmed by S&P Global's final data, reflects robust production growth and improving export sales, with output expansion reaching its strongest pace in