Global TradFi & Macroeconomics

On Friday (August 21) at New York close, the U.S. 10-year benchmark Treasury yield rose 2.99 basis points to 4.7339%, while the 2-year Treasury yield climbed 5.05 basis points to 4.2359%. The 10-year yield traded between 4.6308% and 4.7458% for the week, gaining 4.18 basis points cumulatively,

According to Jin10, President Trump on August 22 denied instructing U.S. Treasury Secretary Bessent to intervene in the bond market, saying "absolutely not." Trump attributed the $40 trillion national debt to problems "existing for 35 years" and stated the solution lies in "growth," adding that the

Samsung Electronics and SK Hynix announced major shareholder return programs that analysts project could contribute to further declines in the won-dollar exchange rate. Samsung Electronics decided on the previous day to implement a shareholder return program of approximately 90-110 trillion won

Samsung Electronics announced a 90 trillion to 110 trillion won shareholder return plan on the 22nd, following SK Hynix's 40 trillion won treasury stock buyback announcement on the 19th. The Samsung plan, approved by the board on the previous day, follows the company's 2024-2026 three-year sharehold

Nexon announced a special dividend of 415 yen per share, totaling 324 billion yen, according to sources on the 22nd. Combined with the regular dividend of 60 yen per share, the total dividend per share for fiscal year 2026 reaches 475 yen. The company chose direct cash distribution to shareholders o

SK Hynix stocks rebounded 15.33% over two days following the company's announcement of a 40 trillion won share buyback and cancellation program on August 19. The Korean semiconductor manufacturer will purchase 24.07 million shares through November 19, representing approximately 3.3% of total

According to News1, SK Hynix announced a 40 trillion won share buyback plan on August 19, with the stock climbing to 1.73 million won on August 22, up 15.33% over two days. The company plans to acquire and cancel 24.07 million shares, representing 3.3% of total issued shares, by November 19, 2026.

According to E-Daily, Nexon announced on August 22 a special dividend of 415 yen per share totaling 324 billion yen (approximately $3 billion USD). The stock surged 19.8% in after-hours trading immediately following the announcement, with shares up 36% over the past month as of August 21. Nexon

Gold extended its weekly rally Friday after the US Treasury's attempt to push down long-term borrowing costs produced barely a day of relief in the bond market. Spot gold traded at $4,514.23 an ounce at 0031 GMT, up 3.2% for the week, and later rose to $4,582.64 by 0903 GMT, marking a weekly gain

According to Samsung Electronics official disclosure on Aug 21, the company announced a shareholder return plan valued at 90 to 110 trillion Korean won (approximately $68.7-84.2 billion USD). The announcement follows SK Hynix' similar shareholder return initiative, signaling continued capital

NH Investment & Securities forecasted next week's KOSPI range at 6400-7500, identifying NVIDIA's earnings announcement scheduled for the 27th as a key turning point. Analyst Na Jung-hwan emphasized that investors should monitor not only revenue performance but also gross margin maintenance,

On Friday (August 21) New York close, spot gold surged 1.98% to $4,604.99 per ounce and broke above its 200-day moving average at $4,514.28. Spot silver rose 1.37% to $69.02/oz and pierced its 100-day moving average at $68.45, approaching its 200-day average at $72.14. COMEX gold futures

According to BitcoinTreasuries.NET, Ionic Digital, a publicly listed Bitcoin mining company, added 21 bitcoins, bringing its total holdings to 2,882 BTC and ranking it 29th globally in corporate Bitcoin holdings.

Brazil's Industry and Trade Minister will meet with U.S. Trade Representative Katherine Giroux next week, according to the ministry announcement.

According to Bloomberg, Nvidia has agreed this week to license artificial intelligence software from startup Poolside for $6 billion and will extend employment offers to more than 100 of the firm's employees. The semiconductor giant is also making a separate $1 billion investment in Poolside,

According to MSCI, the MSCI Emerging Markets Equity Index rose 1.3% and the foreign exchange index gained 0.3% as of August 21, 2026.

Nasdaq Golden Dragon China Index closed up 0.40% at 6,303.83 points on August 21, continuing to test its 50-day moving average (6,231.81 points) since August 13. The index gained 0.10% for the week. Among top Chinese stocks, NetEase led gains with a 6.9% jump, followed by New Oriental up 1.9%,

According to Jin10 data, hedge funds significantly reduced their net short positions in European diesel as of August 22, cutting short holdings by 309 contracts to their lowest level in over two years, while simultaneously adding 1,498 new long contracts. The shift reflects traders' expectations