Global TradFi & Macroeconomics

According to Yonhapinfomax, on August 24, South Korea's financial regulator further delayed expansion of the final longevity assumption (LLP) for insurance companies' liabilities from the current 20-year horizon to 30 years, due to heightened pressure from rising interest rates. The Financial

According to News1 today (Aug 24), Hana Financial Investment raised Samsung Life Insurance's stock price target to 363,000 won from 336,000 won, citing increased dividend income from Samsung Electronics' planned 10 trillion won shareholder return program. Researcher Kim Do-ha estimated that if Samsu

Eugene Investment & Securities analyst Kim Se-hee stated on the 24th that delays in passing the US CLARITY Act will not cap the current cryptocurrency rally cycle. This assessment comes as Bitcoin and Ethereum broke out of prolonged trading ranges, with spot ETFs for both assets recording net

According to Korea Exchange, Kosdaq-listed companies posted significant earnings growth in the first half of 2026. Combined revenue for all Kosdaq-listed firms reached 216 trillion won, up 23.6% year-over-year. Operating profit increased 62.4%, while net income surged 260.2% during the same

Palantir Technologies (NAS:PLTR) showed technical overheating signals according to analysis reported by CNBC on August 23 (US local time). Scott Nations, president of NationsIndex, cited the stock's 14-day Relative Strength Index (RSI) and undervalued put option prices as indicators that investors s

According to Eugen Investment Securities, Bitcoin and Ethereum spot ETFs turned to net inflows on August 24, signaling institutional demand momentum. While the U.S. Clarity Act's legislative timeline remains uncertain, the Securities and Exchange Commission and Commodity Futures Trading Commission a

According to Yonhapinfomax, on August 24, South Korea's Financial Authorities sought to reduce ultra-long-term government bond issuance by life insurance companies, but the insurers rejected the proposal. The authorities argued that rising interest rates would partially offset lower issuance

According to Bitget, spot silver rose 1.00% intraday on August 24, trading at $69.64 per ounce.

KB Securities projects Samsung Electronics Stocks will return a minimum of 600 trillion won to shareholders over the next three years if the company maintains its current shareholder return policy. Analyst Kim Dong-won of KB Securities stated on the 24th that based on Samsung's recent shareholder re

According to CNBC, Palantir Technologies (NASDAQ: PLTR) showed technical overbought signals on Aug 23 after surging 65% since its June 25 low. The stock briefly exceeded $180 intraday on Aug 21, up 3.5% that session. Scott Nations, president of Nations

According to Guru Club, spot gold broke through $4,640 per ounce today (August 24), up 0.77% intraday.

US Treasury yields continued rising following a buyback announcement, yet the dollar weakened to a 3-month low as investors embraced a 'debasement trade,' driving bitcoin and gold to multi-month highs. Bitcoin surged 25% in one week to break $78,000 for the first time since May, while gold futures c

According to KB Securities analyst Kim Dong-won on August 24, Samsung Electronics is projected to return at least 600 trillion won to shareholders over the next three years, assuming the company continues its existing free cash flow-based shareholder return policy. Based on Samsung's expected 2026 o

According to Guru Club, on August 24, Chicago corn futures hit their highest level since 2023.

According to PANews, South Korea's KOSPI index fell 1.2% on August 24, closing at 6,828.94 points, according to Bybit market data. Samsung Electronics declined 4.8% following the announcement of its shareholder return plan. SK Hynix rose

According to SK Securities, on August 24, the firm raised its target price for Samsung C&T to 550,000 won from 450,000 won, citing expanded dividends from Samsung Electronics. This implies a 39.1% upside from the previous close of 395,500 won. SK Securities maintained its buy rating on the stock. T

According to Guru Club, on August 24, December gold futures surged to $4,690 per ounce, up 0.21% intraday, while spot gold broke through $4,630 per ounce, gaining 0.65% in the same period.

According to Bloomberg, citing people familiar with the matter, Canada expects trade friction with the U.S. to likely extend beyond the midterm elections, as trade negotiations have stalled. The Canadian government is preparing a domestic support package to assist businesses impacted by U.S.

NVIDIA will release its Q2 earnings on August 27 at 5am Korean time, with the market expecting revenue of $91.9 billion and earnings per share of $2.08. The AI semiconductor leader's results have drawn heightened

NVIDIA is scheduled to announce its Q2 earnings on the 26th, with Wall Street forecasting a 107% year-over-year increase in data center revenue. According to Bloomberg data cited by Yahoo Finance on the 23rd, the data center segment is expected to generate $92 billion in total revenue,