Global TradFi & Macroeconomics

According to Yonhapinfomax, S&P 500 E-mini futures rose 0.23% to 7,786 during early Asian trading on August 6 amid easing Middle East tensions. Nasdaq-100 E-mini futures fell 0.04% to 29,850.75. U.S. Treasury Secretary Scott Bessent's remarks on a potential U.S.-Iran agreement to reopen the Strait o

On Wednesday, offshore Chinese yuan Hong Kong Interbank Offered Rates (CNH HIBOR) showed gains across major tenors. The one-week HIBOR rose to 1.42970%, marking its highest level since July 23, while overnight HIBOR increased 5 basis points to 1.30000%. Two-week HIBOR climbed to 1.43515%, and

Palantir (PLTR) stock rose 15% in after-hours trading following the release of its Q2 2026 earnings report. In its latest research report, Goldman Sachs raised Palantir’s 12-month price target from $183 to $204 based on a 60x forward free cash flow (FCF) valuation multiple, while maintaining a Neutral rating. Key Palantir Q2 2026 Performance Data According to Palantir’s Q2 2026 earnings report, overall revenue increased 93% year over year. U.S. commercial revenue increased 150% year over year, c

According to Jin10, China's three major stock indices posted gains on August 5. The ChiNext Index surged over 1% after falling more than 3% earlier, while the Shenzhen Component Index rose 1.6% and the Shanghai Composite Index climbed 1.4%. Nearly 4,000 stocks advanced across the broader

S&P Global reported Japan's July services Purchasing Managers' Index (PMI) final reading at 51.2, falling short of the preliminary estimate of 51.9. The services sector extended its expansion for a second consecutive month, though the pace slowed from June's 52.2 as new order growth decelerated

Kansas City Federal Reserve President Jeffrey Schmid stated that achieving the Fed's inflation target requires tighter monetary policy, speaking at the Federal Reserve's annual agricultural economics event in Omaha on local time 4일. Schmid assessed that current monetary policy is not sufficiently re

According to S&P Global, Japan's services purchasing managers index (PMI) confirmed at 51.2 in July, falling short of the preliminary estimate of 51.9, announced on August 5. New order growth hit a two-year low, while the index declined from June's 52.2 despite the sector maintaining expansion for a

Richmond Federal Reserve economist John Otrakun released a report on August 4 (local time) highlighting persistent inflation concerns among US businesses and households despite June moderation in Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE). The report cites elevated

According to Yonhapinfomax, South Korea's Bank of Korea (BOK) officials today (August 5) held differing views on inflation pressures as July consumer prices rose 2.8% year-over-year, slower than expected, while core CPI climbed 2.6% YoY—the highest in 2 years 7 months. Durable goods prices

According to Federal Reserve Kansas City President Jeffrey Schmid, on August 4, more restrictive monetary policy is needed to achieve the Fed's 2% inflation target. Speaking at the Federal Reserve's annual agricultural economics conference in Omaha, Schmid stated that current monetary policy is

On Tuesday, August 4, semiconductor stocks surged sharply, with the Philadelphia Semiconductor Index rising over 6% during trading. Marvell climbed approximately 13%, SanDisk jumped over 10%, and SK Hynix ADR (SKHY) and Micron (MU) each gained around 8%. The gains preceded AMD's after-hours

Zhibao Technology (NASDAQ: ZBAO), a Chinese insurtech company listed on Nasdaq, signed a PIPE (private investment in public equity) agreement on July 31, planning to raise a total of $154.7 million. The investment will be paid in 2,380 BTC, valued based on the Bitcoin price on July 30. Key information—including independent proof of the Bitcoin contribution, the identities of the individual investors, and the custodial institution—has not been disclosed. Core Terms of the PIPE Agreement: $0.35 Pe

According to Jin10, Yuansu Technology initiated an initial price inquiry on August 5 for its Shanghai Stock Exchange listing. The company plans to raise 4.202 billion yuan by issuing 40.4464 million shares, representing 10% of post-IPO total shares. Market estimates value the IPO at over 4 billion y

Top-performing investors at Mirae Asset Securities net-bought Samsung Electronics, SK Hynix, and Samsung Electro-Mechanics during morning trading, according to data compiled by the brokerage. The buying activity among investors in the top 1% by recent one-month returns occurred as semiconductor

According to Mirae Asset Securities, on August 5, top 1% Korean investors by recent returns net purchased Samsung Electronics, SK Hynix (up 7.29%), and Samsung Electro-Mechanics (up 12.49%) by 11 a.m. KST. The buying reflected overnight strength in U.S. semiconductor stocks, with Micron

According to CCTV Finance, Unitree Robotics conducted preliminary pricing inquiry on August 5 for its Shanghai Stock Exchange IPO, with trading set to begin August 10. The company plans to raise 4.202 billion yuan by issuing 40.4464 million new shares, representing 10% of total post-issuance

South Korean government bond yields fell across all maturities on the morning of August 5. The decline was driven by a sharp drop in international crude oil prices, which eased concerns over consecutive interest rate hikes. The 3-year benchmark Korea Treasury Bond (KTB) yield dropped 5.6 basis

South Korea's National Tax Service announced that major shareholders and certain categories of small shareholders who sold domestic listed stocks during the first half must file and pay capital gains tax by the 31st. The filing requirement applies to major shareholders of listed stocks, small shareh