Global TradFi & Macroeconomics

According to Korea Economic TV, South Korean stocks rebounded yesterday (Aug 26) despite the Bank of Korea raising its benchmark rate, as foreign investors reversed course from net selling in the week's opening days to net buying around midday. The KOSPI dipped to 6,850 following the rate

According to India's central bank (RBI), Indian banks borrowed 39.7 billion rupees through the marginal standing facility (MLF) on August 26. As of the same date, banks held cash balances of 8.34 trillion rupees.

According to an official statement released on August 27, Mirae Asset Securities confirmed it is reviewing the acquisition of a Japanese securities company. The company clarified that the acquisition is being pursued independently of Toss Securities, contrary to some reports suggesting joint

According to Morgan Stanley's August 25 research report, internet giants show diverging valuations measured by EV/EBITDA multiples. Meta is trading at 8.7x, representing a 30% discount, while Google stands at 15.1x with an 8% premium, and Amazon at 11.2x with a 12% discount. The internet sector

Korea Investment Trust Management's ACE Semiconductor Plus Strategic Industry ETF surpassed 3000 billion won in net assets as of the 26th, approximately two weeks after its listing on the 11th. The milestone resulted from continuous fund inflows, including net buying by individual investors,

According to Statistics Norway, the country's gross domestic product expanded 0.7% quarter-over-quarter in Q2 2026. Non-oil GDP, which excludes petroleum sector output, grew 0.3% for the same period.

According to U.S. Bureau of Economic Analysis data, U.S. PCE inflation climbed 3.7% year-over-year in July, while core PCE rose 3.3%. Consumer spending, however, showed structural slowdown: personal expenditures increased just 0.2% month-over-month, with personal savings rate up 3%, despite income g

According to Statistics Sweden, the country recorded a trade surplus of 1.2 billion SEK in July, with net imports reaching 158.7 billion SEK and net exports totaling 159.9 billion SEK.

According to Yonhapnews, on August 27, South Korea's central bank raised its benchmark interest rate by 25 basis points to 3.00% as a preemptive measure to prevent inflation. The bank also raised its growth forecasts for 2026 to 3.3% and 2027 to 2.9%. Bond traders interpreted the accompanying dot p

Germany's GfK consumer confidence index for September came in at -26.6, beating the forecast of -29.5 and improving from the previous reading of -29.6.

Germany's Gfk consumer confidence index rose to -26.6 in September, beating the forecast of -29.6, according to Gfk data. The prior month's reading was revised to -29.4 from -29.6.

The KOSPI rose 1.34% to 6899.33 as of 1:30 PM on the 27th after initially attempting 7000. Samsung Electronics and SK Hynix gained on NVIDIA earnings while the Bank of Korea raised rates from 2.75% to 3.00% and upgraded growth forecasts from 2.6% to 3.3%. Rate hike concerns caused declining stocks t

Platinum futures contracts fell more than 2% intraday today (August 27), currently trading at 449.45 yuan per gram.

Robert Kiyosaki, author of Rich Dad Poor Dad, warned investors that holding too much cash could be a losing strategy after US national debt crossed $40 trillion for the first time. Treasury data showed total public debt outstanding reaching $40.047 trillion on Aug. 18, up from $39.987 trillion a

NVIDIA reported Q2 revenue of $96.2 billion, more than doubling year-over-year, marking its 11th earnings beat in 12 quarters, according to U.S. investment media Motley Fool on the 26th (local time). The AI chip leader's data center revenue surged 117%, with CEO Jensen Huang stating that AI has

According to Treasury data, U.S. national debt reached $40.047 trillion on Aug. 18, prompting Robert Kiyosaki to renew his warning that holding cash is a losing strategy. The "Rich Dad Poor Dad" author stated that "savers of cash are the biggest losers" and argued investors should favor scarce or in

According to Motley Fool, Nvidia's third-quarter gross margin guidance declined by 100 basis points to 74% on August 26, below the second quarter's record high of 75%. The chipmaker, which again beat market expectations with Q2 revenue reaching $96.2 billion (more than double year-over-year) and

According to Yonhapinfomax, on August 27, Bank of Korea Governor Shin Hyun-song called consecutive base rate increases an 'extraordinary measure', emphasizing the importance of preemptive response to control inflation expectations and minimize economic costs. Shin explained that early monetary

Five consumer stocks—Cracker Barrel Old Country Store Inc., Cheesecake Factory Inc., Victoria's Secret & Co., Airbnb Inc., and CarMax Inc.—have outperformed Nvidia Corp. in 2026 year-to-date stock gains, with returns ranging from 38% to 130% compared to Nvidia's 12% increase. The outperformance

Bank of Korea Governor Shin Hyun-song stated on the 27th that preemptive base rate increases will contribute to moderating housing price growth, following the central bank's decision to raise the benchmark rate by 25 basis points to 3.00%. The rate hike marks the second consecutive monthly increase