Global TradFi & Macroeconomics

Citi Research raised its forecasts for South Korean government bond issuance in 2026 and 2027 following the government's Future Response Fund operational plan announcement. Economist Kim Jin-wook at Citi projected total Korea Treasury Bond issuance at 221 trillion won for 2026 and 211 trillion won f

According to Joongang Ilbo, the Korean won strengthened to 1,382.4 won against the dollar on August 24, marking an 11-month low and triggering foreign exchange losses for U.S. stock investors. The won has declined over 170 won since July 1, when it stood at 1,559.2. Unhedged U.S.-focused ETFs

According to MoneyToday, Binance is currently offering up to 100x leverage on XAUUSDT (gold) perpetual futures contracts, with positions facing complete liquidation on just 1% adverse price movements. For positions under 50,000 USDT, the maximum leverage reaches 100x; larger positions (50,000-400,00

According to reports, finance ministers from Germany, Spain, Portugal, Italy, Poland, and Austria sent a joint letter to Ireland, which holds the EU presidency, calling for a discussion on a windfall tax mechanism targeting oil companies that profited from the Strait of Hormuz blockade and energy

According to MSX.COM data, optical communications stocks in U.S. pre-market trading declined broadly on August 24, with Coherent down nearly 5%, Lumentum down over 4%, Marvell Technology down over 5%, and Corning down nearly 4%.

According to Citi Research, on August 24, economist Kim Jin-wook raised South Korea's government bond issuance forecasts for 2026 and 2027 to 221 trillion won and 211 trillion won, respectively, up 5 trillion won and 13 trillion won from prior estimates. The revision reflects expectations that

Slovakia's Prime Minister announced on August 24 that the government is preparing a plan to eliminate the financial transaction tax effective January 1, 2027.

Kim Seung-cheol, ETF Investment Division Head at NH-Amundi Asset Management, emphasized the 'AI megatrend' in a recent interview, highlighting how his firm's HANARO Fn K-Semiconductor ETF achieved a 161% return as of the 24th, ranking first among semiconductor ETFs in the domestic market. Kim

According to News1 citing Korea Stock Exchange Commission data, foreign investors sold a net 3.68 trillion won (approximately $2.7 billion) of Korean stocks on August 24, marking the largest single-day net selling in one month. Over 91% of the selling volume concentrated on Samsung Electronics and S

According to financial industry sources, NH Investement Securities' 'N2 IMA1 Mid-term Fund No.3' with a 5% annual yield target sold out on its first day of offering on August 24, raising its full 120 billion Korean won target. The IMA (Integrated Management Account) products are attracting

According to Jin10 data on August 24, spot gold prices surged last week, breaking through $4,400, $4,500, and $4,600 in successive moves, with weekly gains exceeding 5%. The retail gold market in Shenzhen's Shuibei district, a key indicator of China's jewelry market trends, saw increased foot

According to Benjamin Schroeder, a rate strategist at ING, on August 24, the U.S. Treasury's efforts to suppress bond yields through expanded liquidity operations are instead highlighting underlying fiscal concerns. Schroeder noted that while market expectations point to upcoming spending

According to Goldman Sachs, Nvidia is set to report fiscal 2027 second-quarter earnings on August 26 after market close. The bank expects strong results with upside guidance potential, but notes the stock has already surged over 12% since early August—suggesting positive surprises may be priced in.

According to Jin10 data, billionaire Ray Dalio warned on August 24 of escalating U.S. debt crisis risks and recommended increasing gold allocations. The Federal Reserve's Neel Kashkari countered that U.S. Treasury markets remain in normal operation, while former President Donald Trump attributed deb

According to an Iraqi Oil Ministry spokesman, per Reuters, the country's oil production currently exceeds 3 million barrels per day, with southern port exports reaching 2.2 million barrels daily.

According to Mitsubishi UFJ strategist Derek Halpenny, the U.S. dollar faces downside risk ahead of Treasury Secretary Bessent's remarks and Federal Reserve Chair Powell's Jackson Hole speech scheduled for Friday. Halpenny noted that Powell may continue providing limited signals on future policy

The U.S. Dollar Index (DXY) touched 99 intraday on August 24, rising 0.16% during the session.

Pungwon Precision's 3 billion KRW rights offering closed on the 20th with a subscription rate of only 4.85%, leaving underwriter Sangsangin Securities to absorb 95.15% of the issuance as forfeited shares worth 2.85445 billion KRW. The company offered new shares at 3,820 KRW — a 30% discount to the reference price — but investor participation remained minimal, and the stock price subsequently fell below the issue price. The fee structure, which includes a 25% forfeiture fee and a 2.5% underwritin

According to the Guangzhou Futures Exchange, the exchange recently disciplined 19 traders across 9 violation cases following compliance reviews. The exchange urged market participants to strengthen risk awareness and strictly adhere to regulations and exchange

According to 이데일리 on August 24, Poonghwon Precision's 30 billion won public offering secured only 4.85% subscription from retail investors, forcing lead underwriter Sangsangin Securities to retain 95.15% of unsubscribed shares totaling 2.85 billion won. The new shares were priced at 3,820 won,