Global TradFi & Macroeconomics

According to Nvidia's earnings report released on August 26, the company confirmed it has sold a limited quantity of H200 chips to Chinese customers in the three months ending July 26, though shipment volumes remain below the U.S. government's approved licensing limits. H200 sales contributed less t

According to CME FedWatch, the Federal Reserve has a 63.5% probability of holding rates steady in September and a 36.5% probability of raising rates by 25 basis points. For October, the probability of maintaining rates stands at 47.3%, with a 43.4% chance of a 25 basis point hike and a 9.3% probabil

According to Yonhap Infomax, South Korea's main stock indices closed with mixed results today (August 27). The KOSPI rose 65.47 points to 6,808.21, while the KOSDAQ fell 0.28 points to 826.87. The Korean won strengthened to 1,386.30 against the U.S. dollar. Overnight, U.S. markets declined: the

According to Robbie Mitchnick, head of BlackRock's digital assets division, Bitcoin's recent rally is closely tied to U.S. federal debt surpassing $40 trillion on August 18, 2026. With interest payments approaching $1 trillion annually and

South Korean stocks opened sharply higher on August 27 morning, with the KOSPI index starting at 6996.12, up 187.91 points or 2.76%, approaching the 7000 level. The surge followed NVIDIA's second-quarter earnings announcement, which showed revenue of $96.22

According to Chosun Biz, South Korea's KOSPI index rose 187.91 points (2.76%) to 6996.12 today (August 27), buoyed by Nvidia's strong quarterly results announced after U.S. market hours on August 26. Nvidia reported second-quarter revenue of $96.22 billion, up 106% year-over-year, and adjusted

According to Yonhapinfomax, South Korean individual investors' margin trading balances surged by 4.6 trillion won to 32.8 trillion won by August 25, as both Samsung Electronics and SK Hynix announced major shareholder return plans. Samsung Electronics' margin balance increased by 1.3549 trillion wo

According to Yonhapnews Infomax, Woori Financial Group's CET1 ratio reached 13.74% in H1 2026, tying with KB Financial for the highest among Korea's four major financial groups. However, excluding the impact of land revaluation gains totaling 1.8 trillion won, the ratio would drop to 13.14%, the

Hyundai Motor stock fell 13,000 won (3.09%) to 408,000 won on the 26th despite announcing cancellation of 2,505,606 treasury shares worth 789.1 billion won. Securities analysts cited shareholder return policies below investor expectations and weakened robotics business anticipation as reasons for th

According to Korean Economic Daily, on Aug 27, Hyundai Motor announced the cancellation of 2,505,606 treasury shares worth 789.1 billion won, yet the stock declined 3.09% to close at 408,000 won. The share buyback, approved at the previous shareholders meeting, underperformed investor

According to Bloomberg, Nvidia forecast current-quarter revenue of $108 billion (plus or minus 2%) on August 26, beating the analyst average of $105.2 billion but falling short of some expectations exceeding $110 billion. For the quarter ended July 26, Nvidia reported revenue of $96.2 billion and

According to Baidu's announcement on the Hong Kong Stock Exchange, the company will convert its secondary listing status to primary listing effective September 1, 2026. Baidu will thereafter maintain dual primary listings on both the Hong Kong Stock Exchange and Nasdaq. The "S" marker will be

Hanwha and Kakao stocks moved in opposite directions following their respective spin-off announcements. Hanwha stocks surged 18.2% over two days (25th-26th) after completing its spin-off on the 25th, including a 17.4% jump on that day. In contrast, Kakao stocks fell 6.1% through the 26th after annou

According to Chosun Ilbo, Hanwha's stock surged 18.2% on Aug 25-26 following completion of its spin-off, while Kakao fell 6.1% since announcing a separation plan on Aug 21. Hanwha narrowed its business structure from 11 listed subsidiaries across 9 sectors to 9 subsidiaries across 7 sectors,

According to Wall Street Journal, JPMorgan is considering developing its own stablecoin as of August 27, citing people familiar with the matter. The U.S. financial services firm currently operates JPM Coin, a blockchain-based tokenized deposit platform, but does not issue stablecoins. A JPMorgan

According to investment banking sources, Glenwood Credit offloaded its entire 6.72% stake (4.44 million shares) in Silicon Tooling today at 47,800 Korean won per share via block deal, raising approximately 210 billion won. The transaction represents a 7.7% discount to yesterday's closing price of 51

According to Bitget data, on August 27, South Korea's KOSPI index rose 2.5% in early trading, with SK Hynix gaining 5% and Samsung Electronics up 3%.

Nikkei 225 index opened higher on Thursday (Aug 27), gaining 388.48 points or 0.59% to reach 66,650.64.

Samsung Electronics and SK Hynix announced record-breaking shareholder return programs following their strongest quarterly earnings, but their stock prices declined significantly from June peaks. SK Hynix fell 43.5% from its June 25 high of 2,987,000 won to close at 1,688,000 won on the 26th,

Bitcoin entered a consolidation phase after briefly exceeding $80,000 on May 25, retreating to the $78,000 range as profit-taking emerged, according to the Korean crypto industry on May 27. The Fear & Greed Index, which measures crypto market sentiment, dropped 9 points to 65, remaining in 'greed' t