Global TradFi & Macroeconomics

Shopify (SHOP) stock jumped 17% on August 5 after beating second-quarter earnings expectations. Revenue climbed 34% year over year to $3.58 billion, surpassing estimates by $140 million, while the company raised its guidance for the current quarter.

According to Financial News citing South Korea's Financial Supervisory Service, asset managers earned 3.665 billion won in management fees from single-stock leveraged ETFs between May 27 and July 28. Samsung Asset Management captured 3.029 billion won, or 82% of total fees, through two Samsung

According to BlockBeats, on August 6, spot gold broke above $4,300 per ounce for the first time since early July, driven by renewed expectations for Federal Reserve rate cuts following weaker-than-expected U.S. July ADP employment data. South Korea's central bank resumed gold purchases after 13

According to a recent CNBC interview, Jamie Dimon, CEO of JPMorgan, warned that margin debt in financial markets has reached historic highs with substantial hidden leverage obscured through alternative financing structures including prime brokerage, hedge funds, ETFs, and Treasury basis trades. Dimo

According to BlockBeats, on August 6, South Korean memory chip sector weakened, causing the Southern Two-Times Leveraged SK Hynix ETF (07709) to fall 16.02%, while the Southern Two-Times Leveraged Samsung Electronics ETF (07747)

CLP Holdings [00002] reported shareholder profit of HK$5.997 billion for the interim period ending June, representing a 6.63% year-on-year increase. Earnings per share reached HK$2.37, with the second interim dividend maintained at HK$0.63. The profit growth was driven by stable contributions from H

According to CLP Holdings' interim results announcement, the company's shareholder profit reached HK$5.997 billion in the first half of 2026, up 6.63% year-on-year. Earnings per share stood at HK$2.37. The second interim dividend was maintained at HK$0.63 per share. Operating profit before fair

Hong Kong stocks declined sharply during the morning trading session, with the Hang Seng Index falling 452 points or 1.75% to close the half-day at 25463 points, breaching both the bull-bear line at 25729 and the 10-day moving average at 25627. The index opened 248 points lower at 25667 and

According to Yonhap News, South Korea's KOSPI index has tumbled nearly 40% within 27 trading days recently, triggering a major market crisis. The collapse centers on single-stock leveraged ETFs, with the government and individual investors locked in blame over the cause. The Financial Services

According to Korea Exchange, KOSPI 200 futures triggered a sell-side circuit breaker this morning at 10:18 AM KST on August 6, amid sharp market declines. The futures contract fell 5.04% to 987.24.

Swire Pacific (stock code 00019) announced interim results for the six months ending June, reporting shareholder profit of HK$6.769 billion, representing a 7.31-fold year-on-year increase. The surge was driven by residential sales profits and strong performance from the Cathay Pacific Group during t

According to Swire Group's H1 2026 earnings report, shareholder profit surged 631% to HK$6.769 billion, with interim dividend up 15%. A-share interim dividend increased to HK$1.5 per share, while B-share dividend rose to HK$0.3. The conglomerate has deployed nearly 70% of a HK$100 billion

According to Fed watcher Nick Timiraos, President Trump has called Federal Reserve Chair Jerome Powell multiple times since Powell took office, maintaining an unusually frequent communication channel between the White House and the central bank. Timiraos noted that the frequency of calls

South Korean government bond yields rose on the morning of the 6th, with the 3-year benchmark yield climbing 1.8 basis points to 3.695% as of 11:09 AM. The 10-year yield advanced 0.1 basis point to 4.156%, while the 30-year yield declined 0.7 basis points to 4.509%, according to the Seoul bond

According to Bloomberg, Amazon founder Jeff Bezos sold $350 million worth of Amazon stock on Wednesday (August 3), marking his first Amazon share sale in 2026. The transaction was disclosed in a Form 4 filing released after market close. Two days prior, Bezos announced plans to sell up to 15 million

According to Fiscal AI, Fluence Energy (FLNC) stock crashed over 22% overnight after the battery storage company reported Q3 revenue of $649.8 million and a loss of $0.24 per share, both missing analyst expectations. The company cut its full-year revenue guidance to $2.9-3.1 billion from a prior

BofA revised its Japanese yen forecast on the 5th (local time), significantly raising yen value projections following recent joint foreign exchange market intervention by US and Japanese authorities and the Bank of Japan's (BOJ) hawkish moves. The bank lowered its USD/JPY forecast for Q3 this year f

According to Bloomberg, the UAE exported over 130 million barrels of crude oil from the Persian Gulf through seven tenders since early June, according to data from Vortexa. The shipments, sourced from Abu Dhabi National Oil Company (ADNOC), have made the Emirates the only Middle Eastern producer to

According to The Wall Street Journal, President Trump has called Federal Reserve Chair Kevin Warsh repeatedly since May, reaching out in bursts before going quiet for stretches. The calls have centered on how the Iran war and artificial intelligence are affecting the economy, though interest rates h