Global TradFi & Macroeconomics

The USD-KRW exchange rate traded around the 1,380 won level on the 27th as markets awaited the Bank of Korea's Monetary Policy Committee decision. Market participants focused on whether the central bank would raise its base rate by 25 basis points to 3.00% or hold rates steady, with expectations

Marco Papic, chief investment strategist at BCA Research, predicts the Iran war will trigger overinvestment in energy, infrastructure, and supply chains that could cause disinflation or deflation before 2030, according to a recent report cited by Business Insider on August 26. Papic stated the

According to iNews24, Samsung SDI surged 6.01% to 547,000 Korean won on August 27, driven by investor optimism over the company's plan to raise capital by selling a portion of its Samsung Display stake.

The Chinese yuan mid-rate against the US dollar was set at 6.7840 today, down 11 basis points from the previous trading day's mid-rate of 6.7829.

Robbie Mitchnick, head of BlackRock's digital assets division, stated in an interview with CNBC on local time that Bitcoin's recent rebound demonstrates its differentiated characteristics from traditional risk assets like stocks. Mitchnick explained that as concerns over US fiscal health resurface a

China's central bank reported on August 27 that the yuan depreciated against the U.S. dollar, with the USD/CNY mid-rate at 6.7840, up 11 basis points. Among other major currency pairs, EUR/CNY fell 68 points to 7.8739, GBP/CNY declined 268 points to 9.1859, and JPY/CNY (per 100 yen) rose 41 points t

According to Jin10, China's gross domestic product rose 4.7% year-on-year in the first half of 2026, with an increase of 3.6 trillion yuan, marking the highest level for the same period in five years. The National Development and Reform Commission announced on August 27 that economic growth,

According to Bloomberg, Kioxia Holdings plans to build a third wafer fabrication plant at its Kitakami production base in Iwate, Japan, to expand storage chip capacity and meet growing demand for AI-related applications. The new facility will produce the company's latest high-density 3D NAND flash m

According to Business Insider, BCA Research's chief investment strategist Marco Papic warned yesterday (Aug 26) that the Iran conflict could trigger sustained inflation pressure in the near term but spark deflation by 2030 as governments and companies overinvest in energy, infrastructure, and

According to Yonhap Infomax, the dollar-won exchange rate held near 1,386 won on August 27 as markets awaited the Bank of Korea's monetary policy decision. The central bank's Financial Monetary Committee is expected to decide between maintaining the base rate or raising it by 25 basis points to 3.00

According to Guru Club, spot silver surged $1 on August 27, reaching $69.12 per ounce with a gain of 1.47%.

According to WSTS data, the global semiconductor market reached $368 billion in Q2 2026, with 35% quarter-over-quarter growth and 104% year-over-year increase, driven primarily by AI chip demand. Storage manufacturers led the gains, with SK Hynix and SanDisk up 51% and Kioxia climbing 76% quarter-o

According to BlockBeats, Michael Burry disclosed his latest holdings on August 27, with short stock positions now exceeding 21% of his portfolio. Burry purchased Nvidia (NVDA) call options as a hedge while increasing short positions in Nvidia, along with adding to short bets in Oracle (ORCL),

SK Group announced on the 25th that SK Innovation will absorb its battery separator subsidiary SK IE Technology through a merger, as the conglomerate conducts large-scale restructuring of its electric vehicle-related businesses. According to industry sources on the 27th, the merger decision stems

The US Treasury announced last week plans to potentially double its long-term Treasury bond purchases to $4 billion, with Treasury Secretary Scott Bessent also considering utilizing the approximately $1 trillion Treasury General Account (TGA) for expanded bond buying operations. The measures aim to

According to Yonhapinfomax, SK Innovation announced on August 25 the merger of its subsidiary SK IE Technology (SKIET), which manufactures separator films for EV batteries, citing persistent market weakness and competitive pressures from Chinese rivals. SKIET recorded consecutive annual losses of 29

According to Business Insider, the U.S. Treasury announced on Aug 26 that it plans to double long-term bond purchases to $4 billion, part of efforts to lower rising Treasury yields driven by inflation concerns. Treasury Secretary Scott Bessent also indicated the department is considering utilizing a

According to Yonhapinfomax, Hyundai Motor on Aug 26 renamed its shareholder return indicator from TSR (Total Shareholder Return) to TPR (Total Payout Ratio) at its annual investor day, while maintaining its 35%+ payout target through 2027. The change addresses confusion with the global financial

According to Yonhapinfomax, Hyundai Motor on August 26 renamed its shareholder return metric from TSR (Total Shareholder Return) to TPR (Total Payout Ratio) at its annual investor day. The 2025–2027 shareholder return target remains unchanged at 35% or above. The renaming addresses a terminology

BlackRock Digital Assets head Robbie Mitchnick said on Aug. 27 that Bitcoin’s recent rise is closely linked to the U.S. $40 trillion debt problem. U.S. Treasury data released Wednesday showed that federal debt had reached $40.05 trillion as of Aug. 18, more than double the 2017 level. Bitcoin posted its strongest three-day gain since 2023 last week but has since fallen back below $80k. BlackRock Digital Assets Head Links Bitcoin Rebound to $40 Trillion Debt Problem BlackRock Digital Assets head