Global TradFi & Macroeconomics

China's futures markets opened with mixed trading this morning, with soda ash (pure alkali) and ethylene glycol (EG) declining over 2%. Tin, platinum, polyester staple fiber, palladium, paraxylene, and methanol fell over 1%, while caustic soda, PTA, and polyvinyl chloride (PVC) dropped nearly 1%.

The UK Maritime Trade Operations reported that a tanker was struck by an unidentified object in the Strait of Hormuz, causing a fire aboard the vessel. The fire has been brought under control, all crew members have been accounted for and confirmed safe, and no environmental impact has been

Bitcoin traded around $78,786 on August 27. In the week ending August 21, gold- and Bitcoin-related funds attracted more than $7 billion in combined five-day inflows—the highest total ever recorded for any five-day period, according to Bloomberg senior ETF analyst Eric Balchunas, who described the phenomenon as the “debasement trade,” or a bet on assets that governments cannot dilute by printing money. Five-Day Combined Inflows of Bitcoin and Gold ETFs Hit a Record $7 Billion According to Balchu

Nine of 11 companies that listed on Korean stock exchanges in the second half of the year are trading below their offering prices, with an average return of -25.61%, according to Korea Exchange data released on the 27th. The decline coincides with a sharp correction in the KOSPI and KOSDAQ

According to the Bank of Korea, the central bank raised its 2026 GDP growth forecast to 3.3% from a prior estimate of 2.6%. The CPI inflation forecast for 2026 remains unchanged at 2.7%, consistent with the May

According to the Korean Exchange on August 27, newly listed companies in H2 2026 are experiencing significant losses, with nine of 11 IPOs trading below their offering prices and averaging a -25.61% return. This marks a stark contrast to H1, when six companies achieved "double-quadruple" gains (4x o

Market participants are closely watching the Bank of Korea's Monetary Policy Committee rate decision on August 27, as historical analysis shows back-to-back rate hikes produced no consistent impact on the USD-KRW exchange rate. According to Meritz Securities, the BOK implemented consecutive rate

According to ChainCatcher, Solana spot ETFs saw net inflows of $91.351 million yesterday (August 26), based on SoSoValue data. Morgan Stanley Solana Trust (MSOL) led with $55.132 million in single-day net inflows.

According to Jin10 Futures, on August 27, the CFETS-NEX money market sentiment index rose 1 point to 48 as of 8:45 AM. Among them, the sentiment indices for large banks, mid-size banks, and non-bank institutions increased by 1 point each to 47, 49, and 47 respectively. The index ranges from 0 to 100

According to Jin10 Futures and Jinlian Energy, as of August 27 (the ninth working day of the pricing cycle), China's reference crude oil price averaged $88.13 per barrel, with a change rate of 6.65%. Domestic gasoline and diesel retail prices are expected to rise by 360 yuan per ton. The next price

According to Jin10, Saskatchewan's provincial leader Scott Moe announced on August 26 that the province will impose a 50% retaliatory tariff on imported American alcohol products starting September 8, in response to escalating trade tensions between Canada and the U.S. Moe noted that U.S. alcohol

According to Meritz Securities, the Bank of Korea's monetary policy committee meets today (August 27) to decide on its key interest rate, with market participants split on whether a rate hike will occur. Historical analysis shows that past instances of consecutive rate increases—in July–August 2007,

According to SoSoValue data, Solana spot ETFs saw net inflows of $9.14 million on August 26. Morgan Stanley Solana Trust (MSOL) led with $5.51 million in daily net inflows, while Bitwise Solana Staking ETF (BSOL) added $2.65 million. The combined assets of SOL spot ETFs stood at $1.26 billion, with

According to SoSoValue, XRP spot ETFs saw net inflows of $28.14 million on August 26. Bitwise XRP ETF (XRP) led the inflows with $13.12 million, bringing its historical total net inflows to $575 million. Franklin XRP ETF (XRPZ) followed with $9.02 million in single-day inflows. As of publication, th

According to Jin10, the Bank of Korea raised its benchmark interest rate by 25 basis points to 3.0% on August 27, marking the second consecutive rate hike and matching market expectations.

Bank of America (BofA) warned of a potential short-term correction in semiconductor stocks while identifying buying opportunities in major names including NVIDIA and Micron Technology. Analyst Vivek Arya cited three headwinds that could limit near-term gains despite solid demand: macroeconomic

Morgan Stanley selected Williams Companies (NYS:WMB), a US natural gas pipeline and energy infrastructure firm, as its 'Top Pick' in the energy infrastructure sector on 26일 (local time), assigning an Overweight rating and a $103 price target, according to CNBC. The target represents

According to Jin10 Futures, China's fuel oil market sentiment weakened on Aug 27, with soft fundamentals failing to provide support and downstream demand cooling. Refinery shipment pace slowed as traders turned cautious. Prices are expected to trade steady to slightly lower today, with overall

According to the Bank of Korea, the share of fixed-rate mortgages among newly issued home loans fell to 31.9% in July, down 5.8 percentage points from the previous month and marking the lowest level since February 2014. The decline reflects borrowers' preference for variable-rate mortgages despite t

According to Bank of America analyst Vivek Arya on August 26, the bank warned that while semiconductor demand remains firm, rising interest rates, data center headwinds, and concentrated investor positioning could limit near-term gains. The Philadelphia Semiconductor Index could decline