Global TradFi & Macroeconomics

According to UBS research report on August 18, Murata Manufacturing's Fukui Takefu plant confirmed approximately 20% production capacity improvement potential through yield optimization and process enhancement, without major physical expansion. The plant, which supplies advanced MLCCs (multilayer ce

According to Yardeni Research, U.S. Treasury Secretary Bessent has signaled he is willing to take all measures necessary to contain rising U.S. Treasury yields. In a message to bond market participants, Bessent indicated that "the bond market is not just your playground," emphasizing that the U.S. T

According to Korean Economic TV, SK Hynix announced a 40 trillion won ($30 billion equivalent) share buyback plan on August 20 and recovered above 1.716 million won, surging over 14% intraday. The stock reached its session high as the company recovered from a 9.85% decline the previous day.

Bitcoin traders increased expectations that the cryptocurrency will reach $70,000 before the end of August after a rally sent BTC up roughly 7% in about one hour on Wednesday. The probability of Bitcoin touching $70,000 during August climbed to approximately 72% on Polymarket during the rally,

Grayscale filed Amendment No. 4 to its Form S-3 registration statement for the Grayscale Zcash Trust with the U.S. Securities and Exchange Commission on August 18, advancing plans to move the existing investment vehicle from the over-the-counter market to NYSE Arca under the ticker ZCSH. The registr

According to ChainCatcher and SoSoValue data, Ethereum spot ETFs recorded $189 million in net inflows yesterday, August 19 (U.S. Eastern Time), marking the third consecutive day of positive flows. BlackRock's ETHA led the charge with $122 million in single-day inflows, bringing its cumulative net in

According to BlockBeats, citing Alternative data, the Crypto Fear and Greed Index rose to 62 on August 20, marking the highest level since October 2025. The index increased from 46 the previous day, signaling that market sentiment has entered the "greed"

According to bond market data, as of August 21 morning, South Korea's 3-year government bond yield rose 3 basis points to 3.817%, while the 10-year yield rose 0.1bp to 4.336% and the 30-year yield fell 3.1bp to 4.699%. The flattening curve pattern reflected global market dynamics, as the U.S.

According to Australia's Bureau of Statistics on August 20, the country's July unemployment rate rose to 4.5%, exceeding both the previous month's 4.4% and market expectations of 4.4%, marking the highest level since November 2021. Total net employment declined by 15,800 people, falling short of bo

According to Yonhapinfomax, South Korea's interbank offered rates (Koribor) rose across major tenors as of August 20 at 11:00 AM. The 2-month rate climbed to 2.95% (up 0.01%), 3-month to 3.05% (up 0.01%), 6-month to 3.33% (up 0.02%), and 12-month to 3.68% (up 0.01%). The 1-week rate stood at 2.75% a

Moderna Inc. (MRNA), Merck & Co Inc. (MRK), and Target Corp. (TGT) stocks surged to 52-week highs on Wednesday driven by positive clinical trial results and Wall Street analyst upgrades. MRNA stock jumped nearly 177% after announcing its mRNA cancer treatment, developed with Merck, met the primary g

Moderna Inc. stock jumped 177% to a 52-week high of $176.66 on Wednesday after the company announced that its mRNA cancer treatment, developed with Merck, met the primary goal in a Phase 3 melanoma trial. The Intismeran Autogene therapy combined with Merck's Keytruda significantly improved

Walmart is expected to report fiscal second-quarter earnings before the bell on Thursday. The retailer has been prioritizing value for lower-income shoppers while attracting more high-income customers, and has previously said it's seeing the divide between income groups widen. As the largest U.S. re

Saudi Arabia and the United Arab Emirates requested Japan on the 19th (local time) to increase oil storage in Japanese tanks from 8 million barrels each to up to 10 times that amount. The request came from three sources cited by the New York Times as Gulf oil producers seek to expand overseas

According to a survey of analysts by LSEG, Walmart is expected to report fiscal second-quarter earnings per share of 74 cents and revenue of $186.77 billion before the market bell on Thursday. Analysts are closely watching how tariff refunds shaped the quarter's results, as competitors including

According to the New York Times on August 19, Saudi Arabia and the United Arab Emirates have urged Japan to increase its crude oil storage capacity by up to 10 times from the current approximately 8 million barrels per tank. Two sources also indicated that the two Gulf nations are pursuing similar d

According to Benzinga citing Reuters and Goldman Sachs data, Amazon, Alphabet, Meta Platforms, and Oracle have issued approximately $194 billion in bonds year-to-date through early July, representing a 79% increase compared to $108 billion for all of 2025. Goldman Sachs forecasts these four

According to Goldman Sachs Chief Economist Jan Hatzius on August 20, the market's pricing for a September FOMC rate hike remains hawkish. The bank judged that a Fed rate increase on September 15-16 is unlikely unless August employment and inflation data show marked reversal. Supporting this view:

According to Korea Exchange, daily average trading volumes for South Korea's listed ETFs fell to 17.4 trillion won this month, down 47.6% from July, amid tightened regulations on single-stock leveraged products. Financial authorities strengthened oversight by raising the basic margin requirement for

SK Hynix and the US Treasury announced major buyback programs on the 19th to restore investor confidence. SK Hynix disclosed plans to purchase and cancel ₩40 trillion worth of treasury shares—representing 3.3% of total outstanding shares—over three months, marking its first buyback decision in