Global TradFi & Macroeconomics

Korean retail investors are shifting from KOSPI to US stocks as domestic market turnover dropped to 0.54% through the 26th of this month, the lowest level this year. The move accelerated as the won-dollar exchange rate fell to the 1300 won range, reducing currency conversion costs for US stock

According to Mirae Asset Securities, Samsung Electronics' stock plunged 9% on August 24 despite announcing a historic 90-110 trillion won (approximately $60-73 billion) shareholder return program, marking the company's largest buyback initiative. The stock closed at 262,150 won on August 27. Mirae

Samsung Electronics and SK Hynix announced large-scale shareholder return policies, with market analysts projecting their currency conversion demand could drive the won-dollar exchange rate lower. SK Hynix announced a 40 trillion won share buyback and cancellation on the 19th, while Samsung Electron

According to Korea Securities Depository, as of August 26, domestic retail investors' U.S. stock holdings reached $185.6 billion, up 8.3% from the previous month, amid weakening appetite for South Korean equities. KOSPI's daily average turnover rate stood at 0.54% this month, marking the lowest

According to Seoul Economic, SK Innovation's shares plunged 11.04% to 111,200 won on Aug 26 after the company announced plans to absorb money-losing subsidiary SK ie Technology (SKIET). SK Gas shares fell 3.60% to 227,500 won following its announcement to merge with loss-making SK Advanced. SKIET, w

According to KOSCOM (Korea Exchange Computer Affiliated Company), stock deposit turnover fell sharply to 45.12% as of August 24, marking a steep decline from 87.99% at the end of July. The deposit turnover ratio, which measures stock trading value relative to total deposits, has effectively halved i

According to Reuters, Trian is not currently planning to discuss a potential acquisition of Wendy's. The investment firm's statement marks a shift in focus regarding the quick-service restaurant chain.

HP Inc. reported stronger-than-expected fiscal Q4 and full-year earnings guidance on Wednesday, yet shares declined as investors grew concerned about future demand for personal computers and printers. The company projects Q4 earnings per share of 69 to 79 cents, surpassing analyst consensus of 67 ce

According to ChainCatcher, Nvidia's chief financial officer projects the company's gross margin should stabilize at 72 percent to 73 percent in fiscal year 2028.

Three major South Korean K-beauty ETFs delivered strong returns over the recent 1 month period amid increased domestic stock market volatility. SOL Cosmetics TOP3 Plus, TIGER Cosmetics, and HANARO K-Beauty ETF recorded returns of 38.71%, 32.02%, and 25.21% respectively during this timeframe. The per

According to Maeil Economic Daily, SOL Cosmetics TOP3 Plus ETF posted one-month returns of 38.71% today (August 26), outpacing rival K-Beauty funds. TIGER Cosmetics ETF returned 32.02%, while HANARO K-Beauty ETF gained 25.21% over the same period. SOL's outperformance stems from concentrated

Nvidia announced that the company will raise prices in the first quarter, according to the company statement.

According to ChainCatcher, Nvidia CFO announced plans to increase shareholder returns, targeting the distribution of excess free cash flow after allocating funds for strategic purposes.

Nvidia projects third-quarter gross margin of 74%, with a margin of error of plus or minus 50 basis points. The guidance reflects the company's expectation for profitability in the quarter ending September 2026.

According to the Canadian Broadcasting Corporation, U.S. Trade Representative Grier stated on August 26 that there are currently no open communication channels between the United States and Canada.

Korea's stock market experienced a record 128,000 Volatility Interruption (VI) triggers in 159 trading days from January 1 through August 26, according to Korea Exchange Data Marketplace data released on August 27. The unprecedented volatility surge followed the May 27 launch of single-stock

According to Korea Exchange data, South Korea's stock market saw volatility interruption (VI) triggers hit 754.8 times daily in the three months since single-stock leverage ETFs launched on May 27, nearly triple the 2025 average of 267.2 times. From January 1 through August 26, VI triggers

According to Nvidia's CFO, the company's sovereign AI business surged over 200 percent year-over-year and grew 35 percent quarter-over-quarter in the latest period. The CFO also reiterated that Nvidia is a neutral partner to all sovereign nations and emerging cloud service

WTI crude oil for October delivery fell $0.13 (0.16%) to $82.23 per barrel on August 26 (US Eastern Time), marking the third consecutive session of declines alongside Brent crude, which dropped $0.74 (0.84%) to $87.84 per barrel. The declines, which began on August 24, were cushioned by escalating

Nebius Group rose over 5% and CoreWeave gained 3.1% after U.S. market close on August 26.