Global TradFi & Macroeconomics

According to CME data reported by Jin10 Futures, on August 4, precious metals and energy futures showed divergent performance. Gold trading volume reached 136,835 contracts with 372,182 open interest contracts, up 26,550 and 4,792 respectively from the prior session. Silver volume rose to 50,787 con

KB Asset Management's RISE Berkshire Portfolio TOP10 ETF fell 2.88% in July, significantly outperforming Korean stocks during a volatile period when KOSPI dropped 22.19% and KOSDAQ declined 21.44%. The defensive performance stemmed from the ETF's diversified portfolio strategy, which invests in Berk

New York gold futures hit $4,200 per ounce, up 1.59% intraday on August 5.

On August 4, Hut 8 reported second-quarter earnings showing revenue climbed 81% year-over-year to $74.9 million, yet net losses reached $177.1 million. The Bitcoin miner turned AI data center developer's stock fell 9.74% to $101.16 on the news, as investors focused on the bottom-line loss despite op

According to E-Daily, as of 1:40 p.m. KST on August 5, KOSPI recovered to 6,623.27, up 264.32 points (4.16%), driven by foreign investor purchases of 996.5 billion won. The buying pressure triggered a buy-side circuit breaker at 9:24 a.m., marking the 22nd such halt this year. Semiconductor

According to Financial News, KB Asset Management's RISE Berkshire Portfolio TOP10 ETF fell only 2.88% in July, significantly outperforming South Korea's KOSPI index, which declined 22.19%, and KOSDAQ, which fell 21.44%. As of August 4, the ETF posted a one-year return of 24.30% with annualized

SpaceX CEO Elon Musk stated during the company's Q2 earnings call that memory semiconductor demand is growing at 200% or more annually, far outpacing the 20% annual growth in production, according to a report by Motley Fool on the 5th. Musk identified memory semiconductors as the primary

According to Motley Fool, Elon Musk stated during SpaceX's recent Q2 earnings call on August 5 that memory semiconductor production increases approximately 20% annually, while demand surges 200% or more each year. Musk highlighted the supply-demand imbalance as a critical constraint limiting

Japan's Nikkei 225 jumped 3.34% to 66,090 points Wednesday, marking its sharpest one-day gain in weeks. Chip stocks led the rally across Asia, with SoftBank Group surging over 10%, according to CNBC. Tokyo Electron added 3.64%, Advantest gained 7%, and Kioxia rose 6.34%. South Korea's SK Hynix jumpe

According to Siemens Energy's Q3 results, third-quarter revenue reached 11.45 billion euros, exceeding market estimates of 11.19 billion euros. Q3 orders totaled 17.93 billion euros, surpassing the 16.72 billion euro forecast. Net profit for the quarter came in at 1.08 billion euros. The company

According to South Korean securities firms, domestic stock market volatility has deterred investors, with deposits declining by nearly 20 trillion won in the past month. Daily average trading volume, which exceeded 100 trillion won in the first half of 2026, has also fallen into double-digit

The World Bank recommends the Philippines address high generation costs through competitive power contracts, faster renewable energy deployment, and improved grid infrastructure to reduce electricity bills, according to its latest Philippines Economic Update released Monday, August 3. Generation cos

According to the World Bank's report launched on August 3, Philippine residential electricity rates at $0.21 per kilowatt-hour are among the highest in Asia, exceeded only by Singapore's $0.23, and significantly higher than Thailand ($0.13), Indonesia ($0.09), and Malaysia ($0.05). The disparity per

Paramount Skydance (NAS:PSKY) raised its full-year earnings forecast after reporting second-quarter revenue that exceeded Wall Street expectations, driven by streaming growth and merger synergies. The media and entertainment company posted Q2 revenue of $6.91 billion, surpassing the LSEG consensus e

Lotte Chilsung Beverage reported second-quarter 2026 earnings that largely met market expectations, disclosing consolidated revenue of 1.1129 trillion won and operating profit of 55.8 billion won on August 5. The results reflected the company's ability to strengthen core brand competitiveness and

According to CNBC, Paramount Skydance (NAS: PSKY) reported Q2 2026 revenue of $6.91 billion on August 4, beating the LSEG consensus estimate of $6.88 billion. The company raised its full-year adjusted EBITDA guidance to $3.8–3.9 billion, reflecting $3 billion in cost synergies from its merger. Param

According to Morgan Stanley, the bank raised South Korea's economic growth forecast for 2026 to 3.4% from earlier expectations. The upgrade reflects improving economic fundamentals as semiconductor-led export strength expands to non-IT sectors and domestic consumption recovers. Mounting

The Hongkong and Shanghai Hotels, Limited (Hong Kong Stocks code 00045) reported interim results for the period ending June 30, turning profitable with HKD 23 million shareholder profit versus HKD 289 million loss last year. Revenue reached HKD 3.929 billion, up 19.75% year-on-year, with earnings pe

Peninsula Hotels reported a swing to profitability for the six months ended June 30, 2026, posting net profit of HK$230 million attributable to shareholders, compared to a loss of HK$289 million in the same period of 2025. Revenue reached HK$3.929 billion, up 19.75% year-over-year. Earnings per shar