Global TradFi & Macroeconomics

According to Bitfinex, stablecoin supply has declined by $14 billion since mid-May, leaving Bitcoin's recovery lacking funding support as BTC hovers near $64,000. While the S&P 500 continues to reach record highs, driven primarily by rate-cut expectations, Bitcoin relies more heavily on actual

Estée Lauder reported fourth-quarter net sales of $3.63 billion on August 19, beating expectations of $3.55 billion. Adjusted earnings per share came in at 39 cents, surpassing the consensus estimate of 32 cents. The company's stock rose 8.5% in premarket trading following the results. For

NH All One REITs and Samsung FN REITs completed a transaction involving the Seoul office building A-One Tower Dangsan on the 13th, with NH selling the property for 163 billion won and Samsung acquiring it through 90 billion won in financing. NH All One REITs achieved a 25% profit margin, having

Lowe's reported second-quarter adjusted earnings per share of $4.40, beating consensus estimates of $4.22. Net sales reached $25.96 billion, up 8.3% year-over-year, though falling short of the $26.13 billion forecast. Gross profit grew to $8.58 billion, up 5.9%, surpassing the estimated $8.54 billio

According to Yonhapinfomax, on August 19, South Korean government bond yields declined across the curve. The 3-year yield fell 4.9 basis points to 3.798%, while the 10-year yield dropped 4.5 basis points to 4.337%. The 30-year yield decreased 3.0 basis points to 4.721%. The move was driven by

According to Seoul bond market data, South Korea's IRS rates fell across all tenors on August 19 afternoon. The 1-year IRS rate declined 3.50 basis points to 3.4375%, the 2-year and 3-year rates each fell 5.75 basis points, the 5-year rate dropped 5.50 basis points to 3.9625%, and the 10-year rate d

According to CryptoQuant, Strategy's dollar reserves reached $4.8 billion this week, sufficient to cover approximately 33 months of preferred stock dividends and debt interest payments. The company raised $333.7

French 10-year government bond yields rose 1.5 basis points to 4.1275% today, marking an 18-year high.

According to market sources, Turkey's energy ministry delegation arrived in Syria's capital Damascus recently to hold talks on multiple energy sector issues, including electricity, power transmission lines, and mineral

According to Hong Kong Exchanges and Clearing documents, Tencent Holdings (00700.HK) repurchased 673,000 shares for HK$300.2 million today (August 19).

Korean individual investors increased their US stock investments in August, with custody amounts surpassing $190 billion again. The shift reflects cooling sentiment toward the Korean stock market. Investors turned to US equities as the Korean market experienced sharp fluctuations, prompting a

On August 19, Yongsheng Service (01995) announced the cancellation of 14.94 million shares repurchased between March 31 and July 28, 2026, for approximately HK$27 million. This marks the company's second share cancellation tranche this year—in February, it had previously cancelled 5.962 million shar

According to Korea Exchange and Korea Listed Companies Association, KOSPI-listed companies' revenues surpassed 2,000 trillion won for the first time on record in the first half of 2026 (announced Aug 19). Operating profit more than tripled year-over-year, driven by strong performance from Samsung

According to Herald Economy, South Korean individual investors' custodial holdings in U.S. stocks rebounded to $190 billion in August as domestic market volatility prompted renewed interest in American equities. Exchange-traded funds tracking major U.S. indices have also climbed to the top ranks

Mirae Asset Securities retirement account holders allocated the largest ETF holdings to US S&P500 and NASDAQ100 tracking products as of end of June, with six of the top ten products focused on AI or semiconductors. TIGER US S&P500 ranked first, followed by TIGER US NASDAQ100, reflecting growth

According to Mirae Asset Securities, as of end of June, S&P 500 and Nasdaq 100 tracking ETFs held the top two positions among exchange-traded funds in Korean defined contribution and individual retirement accounts. Six of the top ten holdings were AI and semiconductor-related products, reflecting a

Hong Kong stocks closed mixed on Wednesday (18th), with the Hang Seng Index rising 0.09% to 25495.07 points, while the Hang Seng Tech Index fell 1.21% to 4682.05 points. The divergence stemmed from corporate earnings results and weakness in overseas technology stocks, which pressured tech names whil

According to Zhitong Finance, the Hang Seng Index Futures August contract opened at 25,459 points on August 19. As of 5:18 PM Beijing time, the contract was trading at 25,442 points, down 17 points or 0.067%, trading at a discount of 53 points to the spot

According to Seoul Economical, South Korea's major asset management firms reported substantial earnings growth in the first half of 2026, driven by a surge in exchange-traded fund (ETF) inflows and equity fund demand. MiraeAsset Management led with net profit of 906.3 billion won, up 177.4%

According to PANews, on August 19, Hong Kong Exchanges and Clearing CEO stated the exchange will consult with market participants before making any decisions on trading hour adjustments. The CEO also identified technology, robotics, and research and development as key focus areas for initial