Global TradFi & Macroeconomics

According to Barron's, IonQ reported Q2 revenue of $80.1 million on Wednesday (August 5), surging nearly 4x year-over-year and exceeding Wall Street estimates of $66.5 million. The company's adjusted EPS loss was $0.33, beating analyst expectations of a $0.56 loss. Management attributed the strong r

KOSDAQ surged 21.08% over three trading days from the 31st of last month to the 4th of this month, closing at 780.72 on the 4th with a 5.88% gain. The rally occurred as new regulations on single-stock leverage products took effect on the 31st of last month, raising the minimum deposit requirement to

According to NextTrade pre-market data as of 8:13 a.m. on August 6, Samsung Electronics and SK Hynix declined in early trading as U.S. semiconductor stocks retreated on profit-taking. Geopolitical uncertainty and interest rate pressures have eased slightly, but fresh selling emerged following the re

The USD-KRW exchange rate fell on the 6th, reflecting global dollar weakness and expectations for the reopening of the Strait of Hormuz. At 6 AM in the foreign exchange market, the USD-KRW rate traded at 1,422.50 won,

South Korean government bond futures rose in night trading on August 6, driven by downward stabilization in international oil prices amid expectations of Strait of Hormuz reopening. The 3-year bond futures closed at 103.58, up 5 ticks from the previous day's regular trading session, while 10-year bo

Kolmar Korea is forecast to achieve record quarterly results in Q2, driven by strong cosmetics export performance. Eight major domestic securities firms estimate Q2 revenue at 826.3 billion won and operating profit at 94.1 billion won, representing year-over-year increases of 13.07% and 28.04%

According to Yonhap Infomax, the USD-KRW exchange rate declined 2.00 won to 1,422.50 won on August 6 at 6 a.m. KST, reflecting global dollar weakness and expectations of Hormuz Strait reopening. The currency fell 7.10 won compared to 1,429.60 won 24 hours prior. Comments from U.S. Treasury

According to an announcement on August 6, Kakao reported Q2 consolidated revenue of 2.0984 trillion won and operating profit of 277 billion won, exceeding analyst expectations by 2.8% and 23.3% respectively. Both metrics grew year-over-year, with revenue up 3.5% and operating profit surging 49%

According to the China Futures Association, five major futures companies including Yi De, Xinda, Zhongyuan, Hongta, and Guolian announced terminations of all intermediary partnerships as of August 4, 2026. The number of active intermediaries in the industry plummeted to 36 from over 40,000 at peak l

According to Seoul bond market data, South Korea's 3-year government bond futures closed at 103.58 overnight on August 6, up 5 ticks from the previous trading day's close, while the 10-year futures rose 35 ticks to 107.22. Foreign investors purchased net 7

According to EDaily, the Dow Jones Industrial Average reached an all-time high and extended its streak to five consecutive days of gains overnight. Expansion of AI data center investment and changes in U.S. tariff policy were cited as key market drivers. Meanwhile, negotiations between the U.S. and

South Korea's KOSDAQ index surged 21% over three trading days through August 5, as market funds rotated away from semiconductor heavyweights following regulatory tightening on leveraged products. The shift redirected capital from Samsung Electronics and SK Hynix toward smaller-cap growth stocks in p

Western Digital reported strong Q4 fiscal 2026 results during its analyst call on August 5. Revenue reached $3.75 billion, exceeding guidance and growing 44% year-over-year, driven primarily by its Cloud business segment which accounted for 89% of total revenue at $3.3 billion. Non-GAAP gross

According to China Securities Investment (CITIC), the Hang Seng Index rebounded in July amid a structural shift in global AI trading trends, with consumer and cyclical stocks leading gains while hardware exposure retreated. The rebound reflects three key drivers: declining large language model

CNBC's Jim Cramer stated on Wednesday that investors should stop treating the stock market like a winner-take-all game. Cramer's commentary came as AMD shares fell 6% Wednesday despite a solid earnings report, following Elon Musk's announcement that SpaceX will build its artificial intelligence

Fluence Energy (FLNC) shares tumbled as much as 24% in after-hours trading on Wednesday after the energy storage company reported mixed third-quarter results and sharply lowered its fiscal 2026 outlook. The decline followed the company's announcement that production delays at new factories

Fluence Energy (FLNC) reported mixed third-quarter results yesterday, with shares tumbling 24% in after-hours trading after the company slashed its fiscal 2026 revenue guidance. Q3 revenue reached $649.8 million, falling short of the $811.12 million consensus due to a three-month production delay

On Wednesday, Elon Musk said SpaceX now expects to reach $1 trillion in annual revenue by 2030, a year sooner than its pre-IPO forecast, during the company's first earnings call as a public company. Despite the acceleration, SpaceX shares fell roughly 14% during Wednesday's session. The company

Gold surged during today's trading session, clearing resistance at $4,200 and its 50-day moving average at $4,249 to reach an intraday high of $4,328.20, with the metal trading at $4,308 at the time of writing—a gain of $173.80, or 4.20%, marking gold's largest single-day advance in five months.

According to The Gold Forecast, gold surged today to an intraday high of $4,328.20, up $173.80 or 4.20% --- the metal's largest single-day advance in five months. The commodity cleared resistance at $4,200 and its 50-day moving average at $4,249, trading at $4,308 at the time of publication. The