Global TradFi & Macroeconomics

According to Francesco Pesole, an analyst at ING, on July 14, narrowing short-term rate differentials between the US and eurozone are providing support for EUR/USD. With market expectations for European Central Bank rate hikes cooling, eurozone short-term rates have room to recover, bolstering euro

Korean retail investors liquidated pension savings and mutual funds at sharply accelerated rates during the January-May period, according to data lawmaker Song Eon-seok obtained from the Financial Supervisory Service and Korea Securities Depository, as the KOSPI index fell 8.95% in a single

Samsung Electronics and SK Hynix stock prices fell 19–25% in June compared to the previous month, yet retail investors maintained steady buying pressure throughout July. Foreign investors continued net selling during the period, with local retail investors absorbing most of the selling volume.

Robeco Asset Management released its H2 2026 global market outlook on July 14, with Asia-Pacific equity head Joshua Crabb noting that Korea's extraordinary earnings revision rally masks mounting concerns over peak profitability. According to Bloomberg data cited by Robeco, Korea's 12-month forward e

According to Coindesk, Bitmain Emergence Technologies (NASDAQ: BMNR) increased its Ethereum holdings to 5.77 million ETH on July 13, representing approximately 4.8% of ETH's current circulating supply of 120.7 million tokens. The company is staking approximately 5 million of its holdings and

According to Bloomberg, Samsung Electronics is reviewing the issuance of American Depositary Receipts (ADRs) to list on U.S. markets on July 14, citing anonymous sources. The company has held preliminary discussions with banks but has not made a final decision to pursue the listing. The move

According to the UK Maritime Trade Operations (UKMTO), a tanker was struck by a missile near Oman on July 14. The incident occurred approximately 13 nautical miles southeast of Muscat along the southern shipping route. Authorities are investigating the incident.

According to Jin10, Deep Property A posted a net loss of RMB 69 million in the first half of 2026, compared to a profit of RMB 14.428 million in the same period of 2025. Despite higher real estate development revenue, the company's gross margin declined due to lower profitability on project mix,

The National Pension Service signed a contract with Woori Bank on the 14th to serve as the foreign currency custodian bank managing 931 trillion won in overseas assets. The contract, finalized at NPS headquarters in Jeonju, Jeollabuk-do, appoints Woori Bank to

Truststone Asset Management sent an open shareholder letter to Taekwang Industrial on July 14, requesting a comprehensive review of the company's 2026 value enhancement plan. The letter also called for increased dividend payout ratios and urged the board to consider stock split or bonus share

Hanjin Group (BBB+) failed to fully subscribe its corporate bond issuance during demand forecasting conducted on the 14th, according to investment banking industry sources. The logistics company sought to raise 400 billion won through bond sales but received a total of 440 billion won in purchase or

According to the National Pension Service, on July 14, Woori Bank was designated as the foreign exchange custodian bank for the National Pension Fund's 931 trillion won in overseas assets, representing approximately 56% of the fund's total accumulated assets. The three-year contract will begin on A

DS Asset Management's first active ETF, 'DS KOSDAQ Active', listed on the KOSDAQ market on July 14 and gained 3.49% while the KOSDAQ index fell 1.92%, delivering a 5.41 percentage point outperformance on its debut. The ETF's portfolio concentrated on memory expansion cycle beneficiaries, with

According to Shanghai Gold Exchange, gold and silver futures closed lower on July 14. Gold T+D fell 0.97% to 879.6 yuan per gram, while silver T+D declined 0.25% to 14,180.0 yuan per kilogram.

The USD-JPY exchange rate reversed course to decline 0.05% to 162.280 yen as of 2:23 PM on July 14 in Tokyo trading, according to Yonhap Infomax. The pair initially rose in morning trading reflecting yen weakness driven by escalating US-Iran tensions that pushed crude oil prices higher, raising

According to Korea Exchange, Samsung Electronics and SK Hynix rose 3.34% and 3.69% respectively on July 14, closing at 263,000 won and 1,913,000 won, rebounding from a 10.7% plunge the previous day. Institutions led the recovery with combined net purchases exceeding 2.5 trillion won, while

According to Korea Exchange, DS Kosdaq Active ETF rose 3.49% on its debut on July 14, significantly outperforming the broader market amid a sharp decline. The Kosdaq index fell 1.92% the same day, giving the actively managed fund a 5.41-percentage-point edge. In contrast, competing Kosdaq active ETF

According to Yonhapinfomax, on July 14, the dollar-yen exchange rate fell 0.05% to 162.28 yen as tensions between the United States and Iran escalated. U.S. Central Command announced it completed airstrikes on Iranian military targets on July 13, while President Donald Trump said the U.S. would

According to EHang Holdings, the eVTOL manufacturer conducted organizational restructuring on July 14, focusing on optimizing low-performing positions amid AI-driven efficiency improvements. The company stated that while certain roles are being streamlined, it is actively recruiting talent in

According to Odaily, Asian stocks rallied this afternoon on July 13, with South Korea's KOSPI index staging a sharp reversal to climb over 1% after falling more than 5% earlier, while Samsung Electronics surged over 4%. Japan's Nikkei index and China's A50