Global TradFi & Macroeconomics

e.l.f. Beauty (NYS:ELF) announced on the 5th (local time) that its net income nearly doubled in the first quarter of its fiscal year due to a federal tariff refund. The quarter ended June 30 saw revenue reach $479 million, up approximately 36% year-over-year and exceeding the market estimate of $430

Western Digital Corp. reported fiscal fourth-quarter adjusted earnings of $3.56 per diluted share and revenue of $3.75 billion on Wednesday, both exceeding Wall Street estimates. Despite the beat, WDC shares tumbled 10.8% in after-hours trading after closing the regular session down 5.4%.

Single-stock leveraged ETFs in South Korea recorded a net asset value of 7.44 trillion won on August 4, according to Korea Exchange data, as investor funds continued to exit following regulatory changes. The 16 leveraged and inverse products tracking Samsung Electronics and SK Hynix saw NAV

According to investment banks, Korea Electric Power Corporation on August 4 completed a bond issuance totaling 10.7 trillion won through bidding, with maturities of 2 years 9 months and 3 years at 4.065% and 4.105% respectively. The same day, Korea Housing Finance Corporation's mortgage-backed

According to CNBC, E.l.f. Beauty (NYS:ELF) reported on August 5 that its net income doubled to $66.6 million in the first quarter ended June 30, driven by a $50 million federal tariff rebate and related interest payments. Revenue reached $479 million, up 36% year-over-year and beating market

According to AppLovin's latest earnings report, the company's shares plunged as much as 28% in after-hours trading on Wednesday, paring to a 17% decline after the advertising technology firm issued third-quarter guidance of $2.055–2.085 billion, below Wall Street estimates of $2.08 billion. APP rep

The S&P 500 ended 0.2% lower and the Nasdaq 100 fell 0.8% on Wednesday, while the Dow Jones Industrial Average gained 0.5% to reach fresh record highs. Nvidia stock surged after SpaceX said it would use Nvidia chips exclusively for its AI infrastructure, according to Elon Musk's remarks on the

Samsung Electronics and SK Hynix declined in pre-market trading on the 6th, with Samsung down 2.03% to 241,000 won and SK Hynix down 3.84% to 1,604,000 won as of 8:15 AM on NextTrade. The weakness followed overnight US semiconductor stock declines, with the Nasdaq falling 0.83% and the

Private School Teachers' Pension (사학연금) achieved a 23.73% return in the first half of 2025, driven by a 60.92% allocation to the electrical and electronics sector in its directly managed domestic stock portfolio (year-end basis). The fund's direct management assets reached 19.6175 trillion

According to Asia Economy, South Korea's Private School Teachers Pension Fund achieved a 23.73% return in the first half of 2026 as of June, significantly exceeding its 4-5% annual target. The outperformance was driven by direct asset management accounting for 54.21% of the portfolio, compared to 45

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