Global TradFi & Macroeconomics

According to Wall Street Journal, Paramount will assume approximately $80 billion in debt following the completion of its acquisition of Warner Bros. Discovery on July 9. The merged entity will face significant financial pressure on major operational decisions, including content investments,

SemiAnalysis published bearish reports on HBM memory and CPO (co-packaged optics) in June, leading to a 13% drop in Micron and broader selloffs in the optical communications sector. Less than a month later, the independent research firm announced a partnership with Tema ETFs to launch products

According to AkzoNobel, on Monday the company rejected Nippon Paint's $86 billion acquisition proposal for its decorative coatings business, stating the offer "significantly undervalued" the unit. The Dutch paint giant's board and management said they continue to recommend proceeding with a

According to its announcement on July 13, Baofeng Energy forecasts net profit attributable to shareholders of 9.3 billion to 10.2 billion yuan for the first half of 2026, representing year-over-year growth of 62.65% to 78.4%. The company attributed the increase to higher global prices for crude

Seven US space-themed ETFs listed in South Korea experienced net outflows of 647.1 billion KRW over one month as of the 10th, with all funds posting negative returns ranging from -5.18% to -40.75%. The capital flight followed a 9.72% decline in SpaceX stock since its Nasdaq listing last month 12th (

According to Bank of America's research report released on July 11, global DRAM revenue is forecast to increase 325% in 2026 to $568.8 billion. NAND revenue is expected to grow 299% to $323.1 billion over the same period, with combined memory revenue reaching $891.8 billion, up 315% from 2025. The p

According to Coscom ETF Check, U.S. space ETFs traded in South Korea experienced net outflows of 6.471 trillion Korean won in the month following SpaceX's June 12 Nasdaq listing, as of July 10. SpaceX shares fell 9.72% from its opening price of $160.95 to $145.30 over the same period. All seven U.S

According to bond investor lawyers, Shinhan Investment Securities failed to fully disclose financial risks when underwriting a 930 billion won bond issuance for JTBC on July 13, despite the company being in a state of complete

Goldman Sachs on July 13 said international investors are underallocated to Chinese artificial intelligence stocks, dismissing views that China's AI sector is in a bubble. The bank noted that China comprises 11% of global AI-related market value and 18% of global AI-related revenue, making it an

According to Iran's General Customs Administration, on July 13, the country lifted export bans on chemical, polymer, and petrochemical products that were imposed during the emergency period. Export restrictions on industrial butter and sulfonic acid remain in

Theme stocks in South Korea surged this month despite a market downturn, with Hansung Enterprise rising over 150% and Monami gaining more than 100% following online stories about corporate goodwill and patriotic sentiment. The rallies occurred as both companies' market capitalizations fell below a n

According to Morgan Stanley on July 13, the investment bank's strategists forecast that U.S. stock gains will extend beyond mega-cap technology companies as other firms report strong second-quarter earnings. The median company in the S&P 1500 Composite Index is experiencing earnings-per-share

According to Korea Exchange data, Hansing Enterprises and Monami surged over 150% and 100% respectively this month, contrasting sharply with KOSPI's 20% decline to 6,780. The gains were driven by positive social sentiment—Hansing for hosting concerts for war veterans, Monami for past boycotts of

US Central Command launched strikes against Iran over the weekend in the third round of military action within a week, targeting Iran's ability to attack commercial vessels. The escalation followed Iranian forces hitting a Cyprus-flagged container ship, prompting Tehran to declare the Strait of

A retail investor holding a leveraged SK Hynix ETF posted an account screenshot showing a KRW 2.1 billion unrealized loss on 13일, when SK Hynix stocks fell over 13% intraday and broke below the KRW 1.9 million level. The investor holds 212,586 shares of the TIGER SK Hynix Single Stock Leverage ETF w

On Monday close, July 13, gold and silver prices both fell on the Shanghai Gold Exchange. Gold T+D declined 1.45% to 885.6 yuan per gram, while silver T+D dropped 3.25% to 14,160 yuan per kilogram.

According to The Canadian Press, on August 21, 2025, Investors for Paris Compliance filed a greenwashing complaint with the Alberta Securities Commission against Cenovus Inc. (TSX: CVE) and Enbridge Inc. (TSX: ENB), alleging the companies misled investors through inaccurate net-zero environmental di

According to China's Foreign Ministry, on July 13, Iran announced the closure of the Strait of Hormuz and stated it would review ships' transit requests, amid escalating U.S.-Iran tensions. Foreign Ministry spokesperson Lin Jian said that early restoration of safe and free passage through the

According to Bloomberg, Mitsubishi UFJ Financial Group became Japan's most valuable company on Monday (July 7), with a market capitalization of 42 trillion yen ($259 billion). The stock rose 2.3% to 3,541 yen, surpassing Toyota Motor's 41 trillion yen market cap and Kioxia Holdings' 36.7 trillion ye

This week, global financial markets will focus on Capitol Hill in the United States. Newly appointed Federal Reserve Chair Kevin Warsh will make his first appearance as Fed chair before the House Financial Services Committee at 22:00 Beijing time on July 14, then testify before the Senate Banking Committee the next day at 22:00 Beijing time. This will be the first time Warsh has faced congressional questioning on the semiannual monetary policy report since taking office, and markets view it as t