Global TradFi & Macroeconomics

According to Bloomberg, on August 24, Alibaba chair Joseph Tsai and CEO Eddie Wu purchased approximately HK$120 million (US$15.3 million) in company shares. Filings showed Tsai bought HK$81 million (US$10.3 million) worth

NVIDIA's forward P/E ratio stood at 24 times as of the 24th, close to the S&P 500's 21 times, per Yahoo Finance. Analysts attribute the valuation contraction to a fundamental shift in investor methodology as the company transitions from speculative AI growth expectations to delivering tens of

Hanwha resumed trading on the 25th after completing its corporate spin-off, with shares rising 12.92% to 112,600 won by 9:40 AM and reaching an intraday high of 128,100 won, marking a 27.34% gain. The restructuring transferred unlisted subsidiaries to a new holding company, structurally reducing the

According to CNBC on August 24, U.S. Treasury Secretary Scott Bessent expanded the Treasury bond buyback program limit to over $4 billion from $2 billion, with analysts predicting a bullish outlook for gold prices. Deutsche Bank analyst Michael Shih said the policy shift supports a positive gold for

From 00:30 to 00:45 on August 25, 2026 (UTC), BTC rebounded 0.72% over 15 minutes, with a price range of 78,743–79,364 USDT and an amplitude of 0.79%. A slight short-term recovery emerged, but the overall market remained volatile and weak, with attention focused on uncertainty surrounding macroeconomic risks. The main driver of this move was the diversion of safe-haven funds. Gold reached a three-month high and broke above $2,350 amid escalating geopolitical tensions in the Middle East, with sub

According to Mirae Asset Securities, Hanwha's stock resumed trading on August 25 following the completion of its spinoff and rose 12.92% to 112,600 KRW in morning trading, with intraday gains reaching 27.34% to 128,100 KRW. Mirae Asset raised Hanwha's target price from 107,000 KRW to 185,000 KRW, a

According to JP Morgan analyst Haran Sur, Nvidia's forward price-to-earnings ratio (PER) has narrowed to 24x as of August 24 (local time), nearly matching the S&P 500 index's 21x multiple, suggesting the semiconductor giant may be undervalued relative to its growth trajectory. The metric has

According to ChainCatcher, BitMEX co-founder Arthur Hayes said the U.S. Treasury may expand debt buybacks, increase short-term treasury bill issuance, and deploy General Account funds to release liquidity in response to elevated long-term yields. Hayes noted that when the 10-year Treasury yield

South Korea's state-owned banks face potential relocation from Seoul as part of the government's second public institution relocation plan, raising concerns among foreign exchange market participants. Korea Development Bank (KDB), IBK Industrial Bank of Korea, and Export-Import Bank of Korea are men

Strategy's perpetual preferred stock STRC recovered to $97.21 on August 24 (Korean time), marking the first time the stock traded above $97 in approximately 3 months. The recovery was driven by Strategy's share buyback program and a rebound in Bitcoin prices. Strategy, the world's largest Bitcoin

Morgan Stanley Wealth Management CIO Lisa Shalett stated the US Treasury's bond buyback policy may raise long-term borrowing costs rather than lower them. Shalett attributed this to increased policy uncertainty driving up the term premium in long-term Treasury yields. The analysis comes as 30-year U

According to Jin10 Futures, the CFETS-NEX RMB funding sentiment index rose to 55 as of 08:45 on August 25, up 5 points from 16:00 the previous day. By institution type: large banks reported 54 (up 5 points), mid-sized banks 57 (up 6 points), and non-bank institutions 53 (up 4 points).

According to Yahoo Finance, on August 24, Strategy's perpetual preferred stock STRC closed at $97.21, up 1.07% from the previous trading day and reaching above the $97 level for the first time since June 1. The stock hit an intraday high of $97.39. The recovery reflects Strategy's share buyback

According to Korean media on August 25, South Korea's government is considering relocating three major state banks—Korea Development Bank, IBK Industrial Bank, and Korea Eximbank—as part of its second phase of public institution relocation policy. The move has raised concerns among Seoul's

According to Morgan Stanley Wealth Management CIO Lisa Shalett, the U.S. Treasury's bond buyback policy may backfire and raise long-term borrowing costs, contrary to its intended effect. On August 24, Shalett said that market interventions "outside of crisis situations" tend to be short-term fixes t

According to Jin10 Futures, on August 25, crude oil futures fell back after earlier gains, cooling bullish sentiment in the fuel oil market. Refineries faced increased resistance pushing prices higher, though tight supply of certain fuel oil products provided some support for refiners to hold prices

According to Korea Economic Daily, on August 25, Samsung Electronics and SK Hynix shares dropped sharply in morning trading, with Samsung falling 4.09% to 247,000 Korean won and SK Hynix declining 5% to 1,568,000 Korean won as of 9:15 AM. The decline followed overnight weakness in U.S.

According to Jin10 Futures, South China LPG market gained on Aug 25 (yesterday), supported by strong international oil prices and supply tightness, though weak demand limited overall gains. International crude fell in early trading today, pressuring sentiment, but cost support and supply

According to Arkham data, BlackRock clients purchased $1.33 billion in bitcoin last week, marking the largest single-week buy volume since October 6, 2025, when bitcoin reached its all-time high. Since the July 1 low, BlackRock has accumulated net bitcoin purchases totaling $2.17 billion, with

According to Korea Exchange, Hanwha surged 23.26% on its first trading day following a spin-off on August 25, reaching 124,000 KRW at 9:32 a.m., compared to the previous close. Hanwha Machinery & Service Holdings opened at the daily limit