Global TradFi & Macroeconomics

UBS Asset Management forecasts global bond yields will ultimately decline despite short-term volatility from Iran war uncertainty, according to a post published on the 9th (local time). The asset manager stated that current high interest rate levels present an opportunity to secure attractive

According to Fount Media on July 10, Japan's government and industry launched a comprehensive strategy to reduce critical dependence on Chinese rare earth supplies, with officials including Tokyo officials stating the country will become a nation that "never lacks rare earth elements." This

According to Yonhapinfomax, South Korea's Presidential Office announced on July 10 that government agencies are monitoring the market situation of single-stock leveraged exchange-traded funds (ETFs). Policy Director Kim Yong-beom stated that the Financial Services Commission, Ministry of Economy

According to Fount Media, the Pentagon invested $400 million in MP Materials on July 10, 2026, acquiring a 15% stake and becoming the company's largest shareholder. Under the Defense Production Act, the Department of Defense guarantees a floor price of $110 per kilogram for praseodymium-neodymium

According to Daiwa Securities economist Suzuki Yutaro, Japan's corporate goods prices rose 7.1% year-over-year in June, as announced by the Bank of Japan on July 10. Suzuki forecasts that producer prices will exceed 5% year-over-year gains, with crude oil and petroleum product prices expected to

From 01:45 to 02:00 (UTC) on July 10, 2026, BTC price surged 0.57% within 15 minutes, with a range of $63,381.1 to $63,942.6USDT and an amplitude of 0.89%. Market sentiment has recovered after a previous long liquidation event in the futures market, with volatility dropping to a six-week low, and prices showing a low-volatility, orderly upward trend. The main driver of this price increase was a turnaround in spot Bitcoin ETF capital inflows on July 7. Data shows that total inflows into spot Bitc

Foreign investors net sold 57.1 trillion KRW worth of stocks across Korean exchanges in June, averaging 2.7 trillion KRW daily over 21 trading days, according to Yonhap Infomax trading data. Combined with May's 48.5 trillion KRW in net selling, the two-month selling spree maintained a consistent dai

Lotte Energy Materials announced on the 9th plans to expand AI circuit board production capacity from 3,700 tons to 16,000 tons by next year first half, representing more than a quadruple increase. The expansion responds to structural long-term supply shortages in AI circuit boards driven by rapid A

Major Korean conglomerates experienced sharply divergent credit rating outcomes in the first half of 2026, according to regular reviews conducted by Korea's three credit rating agencies. Joong-Ang Group saw its credit risk escalate rapidly after JTBC failed to repay securitized loans in June,

According to Yonhap Infomax, foreign investors conducted net sales of stocks averaging 2.7 trillion won per day across May and June 2026, exerting strong upward pressure on the dollar-won exchange rate. In June alone, net outflows reached 57.1 trillion won over 21 trading days; May saw 48.5 trillion

According to the Korea Exchange, on July 9, foreign investors resumed net purchases of Samsung Electronics with 845,552 shares after 14 consecutive trading days of selling since June 18. This marked a significant shift in sentiment. Meanwhile, SK Hynix saw foreign investors net-buy 88,312 shares on

Marathon Digital Holdings (MARA) announced its plan to acquire majority stakes in a Texas-based mining farm project with 2,000MW capacity for up to $600 million.

According to The Fact, foreign investors shifted to net buying Samsung Electronics after a 15-day selling period, marking a significant reversal of their previous sentiment. The investors then alternated between buying and selling SK Hynix on a daily basis, creating a seesaw pattern between the

The Bank of Korea will hold its 2026 Monetary Policy Competition regional preliminaries in Seoul on July 13-14, where university students will decide on a simulated July base rate decision two days before the actual monetary policy meeting. The competition aims to provide students with hands-on

According to financial market sources, Woori Card will issue 320 billion won in long-term commercial paper on July 16, 2026, comprising 210 billion won in 27-month notes and 110 billion won in 30-month notes at a coupon rate

According to Yonhapinfomax, South Korean university students will participate in the Bank of Korea's 2026 Monetary Policy Competition on July 13-14, where participating teams of four must present their base rate decision for July and provide supporting analysis. The competition, held two days

Micron Technology (NASDAQ: MU) announced on July 1 that it had signed a long-term memory supply agreement with General Motors (GM), ensuring a stable memory supply for its next-generation vehicle platform. Six days later, Micron also announced a similar agreement with Ford. Both press releases include the same key detail—each agreement is described as “one of 16 agreements”—indicating that the company has informed investors of numerous such deals and is gradually rolling them out to the market o

On July 10, MiniMax announced a combined capital raising of HK$16.041 billion through equity offerings and convertible bonds. Shares dropped to a low of HK$271 (down 8.9%), trading at HK$277.80 with turnover exceeding HK$740 million by 9:43 a.m. The company plans to issue 35.6 million A-class

Seoul forex dealers predicted on the 10th that the USD-KRW exchange rate could test support at the 1,500 won level. The forecast was driven by declining international oil prices, a falling dollar index, and expectations of continued net buying by foreign investors in Korean stocks. Market

KOSDAQ-listed biotech companies Peptron and HLB experienced severe stock crashes on the morning of July 10, with Peptron falling 28.63% to 113,700 won at 10 AM and HLB hitting the lower trading limit at 36,600 won. The collapses were triggered by distinct setbacks: Peptron CEO Choi Ho-il's