Global TradFi & Macroeconomics

According to Yonhapnews, on August 4 at 9:02 a.m., South Korea's KOSPI index rose 86.11 points to 6,343.56, up 1.38%, while KOSDAQ advanced 3%. The gains follow a sharp 5.12% decline the previous day, when KOSPI closed at 6,257.45.

According to Guru Club, gold futures in New York broke through $4,120 per ounce on August 4, gaining 0.73% during intraday trading.

Bitmine Emergence Technologies (AMS:BMNR), the largest corporate holder of Ethereum, purchased an additional 10,399 ETH last week and expanded its share buyback program, according to CoinDesk on August 3 (US local time). The purchase, valued at approximately $19.1 million at Ethereum's current

According to the Financial Investment Association of Korea, on July 31, margin trading balances fell to 28.935 trillion won, the lowest level in six months. The figure represents a decline of approximately 10 trillion won from June 24, when balances stood at 38.6 trillion won.

Korean hedge funds experienced a dramatic performance shift in July as equity-focused funds lost ground during market volatility. DS Asset Management's 'The First' fund topped rankings with a 100.45% return, while W Asset Management's 'M8' fund secured 5th place at 25.96%. Market turbulence caused t

South Korea's IPO market recorded 17 new listings in the first half of the year, raising KRW 1.1 trillion, according to Heungkuk Securities—less than half the 38 listings from the prior year's first half. Fundraising declined from KRW 1.7 trillion in 2024 and KRW 2.2 trillion in 2025. Researcher

Oracle (NAS:ORCL) stock rose 9.22% to $141.85 on August 3 (local time), driven by a broader rally in cloud sector stocks and a Bank of America forecast projecting free cash flow recovery for top cloud companies. BofA analyst Vivek Arya predicted that the top four cloud companies' free cash flow

UK stocks rose in July as the FTSE 100 index climbed 3.5%, reaching a historic high of 10989 points and ranking first among major developed economy stock indices for the month. The gains came as investors rotated away from AI-related technology stocks into undervalued assets, with traditional econom

The Nikkei 225 index opened up 0.3% on August 4, while South Korea's Kospi index advanced 1.9% at the market open.

The Lopez family conflict over its Philippine media and energy empire has created two distinct investment pathways: acquiring shares in ABS-CBN Corporation, the struggling broadcast network with a market capitalization of approximately P3.095 billion, or buying into Lopez Inc., the unlisted

South Korea's Finance Ministry stated it will work to stabilize prices for oil products and food items following the release of consumer price data. The commitment aims to address price pressures in key sectors affecting household

LG Electronics stocks fell 60% from their June 2 high of 438,000 won to 158,800 won as of August 3, yet securities firms raised target prices following the company's Q2 earnings surprise. The stock closed at 158,800 won on August 3, down 2.04%, and has declined 17.42% over the past month. The

According to Michael Saylor, founder of MicroStrategy, on August 4, he has never sold any Bitcoin personally. In a post on X, Saylor clarified that his statement "never sell your Bitcoin" reflects his conviction as a long-term holder addressing others with similar beliefs. He distinguished between h

According to Yonhap Infomax, in July South Korea's professional hedge fund market saw significant shifts in its top 10 performance rankings. Stock-type funds, which traditionally dominated, dropped to just 2 positions within the top 10, while bond-type and mixed-asset alternative investment funds

According to Heungkuk Securities, South Korea's IPO market saw only 17 new listings in the first half of 2026, including 1 on KOSPI and 16 on KOSDAQ, down sharply from 38 in H1 2025. Fundraising dropped to 1.1 trillion won from 2.2 trillion won year-over-year. The decline was attributed partly to th

According to Bank of America analyst Vivek Arya, Oracle (ORCL) shares rose 9.22% to $141.85 on August 3, driven by stronger-than-expected cloud sector performance and improved forecasts for cash flow recovery. BofA projects that the top four cloud companies' free cash flow will bottom out at

According to Korea Exchange, LG Electronics' stock fell 63.74% from its June 2 high, closing at 158,800 Korean won on August 4 after a 17.42% decline in the past month. Despite the downturn, multiple brokerages raised their price targets, citing stronger-than-expected second quarter results. LG Ele

According to Guru Club, American Bitcoin Corp., backed by the Trump family, posted its third consecutive quarterly loss on June 30, with a net loss of $57 million for the second quarter, or 80 cents per share. The company's stock price has plummeted approximately 95% from its peak. In July, American

According to Guru Club, U.S. Treasury Secretary Scott Bessent called on the Federal Reserve to expand the Foreign and International Monetary Authorities (FIMA) facility to support the yen on August 4. The FIMA facility allows foreign governments to use their holdings of U.S. Treasury securities as c