Global TradFi & Macroeconomics

According to Bloomberg, the U.S. Customs issued guidance on August 22, announcing 50% tariffs on select Canadian goods. The tariffs will take effect Saturday at 00:01 ET.

Samsung Electronics and SK Hynix, collectively referred to as '삼전닉스,' face projections of shareholder returns reaching up to 300 trillion won. The mechanism involves selling portions of dollar reserves earned overseas, converting them to won, and using the won for expanded shareholder returns.

According to BlockBeats, on August 22, the U.S. Commodity Futures Trading Commission's Innovation Advisory Committee held its first meeting, chaired by CFTC Chair Michael S. Selig, with numerous crypto industry founders and executives attending. The session catalyzed broad gains across crypto and re

According to MarketWatch, on Thursday (August 22), the 10-year U.S. Treasury yield rose approximately 5 basis points to 4.69%, while the 30-year yield broke above 5%, marking the highest level since 2007. This came

International gold prices have surged over 12% in roughly a month, triggering renewed investor interest in bank gold products in South Korea. As of August 19, combined gold deposit balances at three major commercial banks reached 1.7822 trillion Korean won, rebounding for the first time in

Grayscale Head of Research Zach Pandl identified Ethereum, Solana and BNB Chain as potential beneficiaries of proposed U.S. fundraising rules in an Aug. 19 analysis. The assessment connects the Securities and Exchange Commission's Regulation Crypto Assets proposal with investor focus on

According to Tushar Jain, co-founder of Multicoin Capital, Strategy's perpetual preferred stock STRC has failed to recover to par value despite Bitcoin's significant rally on August 22, citing dividend yield that is too low. STRC, initially positioned as a fixed-income product, has experienced

According to Ken Griffin's letter to clients on Friday (August 21), Citadel has disposed of over 80% of the risk in its original acquired portfolio through more than 100 block trades worth over $4 billion, involving 10 different stocks. Griffin described these trades as "the largest single-day block

Korean banks reported renewed demand for gold investment products as of the 19th, following an international gold price rebound exceeding 12% over approximately one month. Three major South Korean banks recorded combined gold banking balances of 1.7822 trillion won as of the 19th, marking a

According to Bespoke Investment, Nvidia will report earnings and guidance on Wednesday, August 26, after market close. With a market cap of $5.26 trillion and a 7.6% weight in the S&P 500, the chipmaker's results are expected to significantly impact broader markets. Options traders anticipate Nvidia

According to MSX.COM, AI stocks rose sharply at the U.S. market close today, with Tempus AI surging 9.06%, SoundHound AI gaining 5.02%, Snowflake up 3.58%, Palantir rising 3.44%, and EPAM advancing 3.35%. Major U.S. indices also posted modest gains, with the Dow Jones Industrial Average closing up 0

According to Jin10 Data on August 22, Mexico's chief trade negotiator expressed confidence in securing more lenient U.S. tariff terms for automotive and steel exports, similar to terms currently under negotiation between Washington and Ottawa. Mexico has not yet reached a comparable agreement with t

According to China Business Post, domestic gold jewelry brands significantly raised prices on August 22 as international spot gold surged, breaking $4,630 per ounce—a three-month high. Shanghai gold futures contract surpassed the 1,000 yuan per gram mark for the first time since May. Old Fengxiang r

According to the Korea Exchange, the bourse has expanded its paper trading requirements to single-stock leveraged and inverse ETFs starting August 19. New retail investors must now complete at least five trading days of simulation trading, with a minimum of one hour per trading day, before

Kakao announced a corporate split into an artificial intelligence company and an investment company, triggering a 7.49% stock price drop to 35,800 won as investor disappointment selling emerged. The company stated the restructuring aims to resolve its undervalued market position by separating

The U.S. national debt crossed $40 trillion this week as the Treasury Department announced buyback operations to bolster secondary-market liquidity, while 30-year Treasury yields hit their highest level since 2007 earlier this week before resuming their climb on Friday. Simultaneously, major tech

This week, as the U.S. national debt crossed $40 trillion for the first time and 30-year Treasury yields hit their highest level since 2007, major technology firms and semiconductor manufacturers flooded the investment-grade bond market to fund accelerating artificial intelligence infrastructure

According to Korea Exchange, Kakao announced on August 22 a plan to split into an AI company and an investment unit to address its conglomerate discount valuation. The stock fell over 7% following the announcement amid investor disappointment. Securities analysts noted that the separation could