Global TradFi & Macroeconomics

According to Shanghai Gold Exchange, gold T+D futures rose 0.64% to 887.5 yuan per gram during early morning trading on August 5. Silver T+D futures climbed 2.56% to 14,528.0 yuan per kilogram during the same

According to consensus forecasts from major South Korean brokerages on August 5, Korea Electric Power Corporation's operating profit for Q2 2026 is expected to fall 12.19% year-over-year to 1.8755 trillion won, while sales are projected at 21.95 trillion won. The decline reflects delayed

According to Fortune, SpaceX achieved Q2 AI revenue of $2.6 billion with 213% sequential growth following its initial public offering. Elon Musk told investors the company would gain an "overwhelming" advantage in the AI compute race, comparing SpaceX's engineering capabilities to the New York

According to Bloomberg, SoftBank Group will release its first-quarter financial results this Thursday in Tokyo. Investors will focus on the company's progress in robotics, data centers, and energy sectors to assess whether its AI initiatives can offset its $65 billion debt financing commitment to

Bitcoin edged up to $64,000 on August 5 after closing below $63,000 for two consecutive trading days. The CoinGlass liquidation heatmap shows leveraged positions highly concentrated at $62,000. A recent Bitfinex report noted that approximately 155,000 BTC flowed into the $62,000–$65,000 cost basis range during the latest pullback. Bitfinex On-Chain Analysis: Buyers Absorb Selling Pressure as Long- and Short-Term Holder Behavior Diverges According to a recent Bitfinex report, key findings from on

South Korean stocks surged on August 5, with the KOSPI index jumping 4.54% to 6,647.68 and the KOSDAQ rising 2.52% to 800.37 as of 9:32 AM. The rally was driven by strong overnight gains in US equities following reports of progress in US-Iran negotiations over the Strait of Hormuz. Foreign

According to iNews24 and Korea Exchange data, Samsung Electro-Mechanics and LG Innotek shares surged today (August 5) after reports of their involvement in supplying cameras for Tesla's autonomous robotaxi vehicles. Samsung Electro-Mechanics rose 143,000 won (12.07%) to 1.328 million won, while LG I

According to Jin Lian Create, on August 5, the reference crude oil price averaged $82.34 per barrel with a change rate of -7.90%, indicating domestic gasoline and diesel retail prices should drop 350 yuan/ton. The next price adjustment window is set for August 14 at 24:00, following the "ten

According to BlockBeats, on August 5, Rocket Lab secured a $397 million contract from the U.S. Space Force for the Space-Based Advanced Missile Tracking Indicator (SB-AMTI) project. The company will develop, launch, and operate multiple Flatellite satellites equipped with space sensors and

Seoul's bond market on August 5th saw 3-year Korean government bond yields break below 3.75% as foreign investors purchased over 105,000 contracts of 3-year bond futures over nine trading days. The buying surge included 17,000 contracts on the 3rd and 15,000 on the 4th. Brent crude spot prices

Lee Chan-jin, Governor of South Korea's Financial Supervisory Service (FSS), will mark his first anniversary in office on the 13th. Lee made multiple controversial public statements regarding corporate governance reform timelines and single-stock leveraged exchange-traded fund (ETF) policy,

Lockheed Martin is negotiating long-term supply agreements with multiple mining and materials companies to secure US-produced scandium and germanium, reflecting a direct move by major defense contractors into upstream resource procurement to reduce reliance on Chinese critical mineral supply

According to Yonhap Infomax, on August 5, South Korea's 3-year government bond yield broke below the 3.75% psychological level amid declining international crude oil prices. Foreign investors have purchased approximately 105,000 contracts of 3-year government bond futures over nine consecutive

According to CFETS-NEX, China's CNY funding sentiment index stood at 46 as of 08:45 on August 5, unchanged from 16:00 the previous day. Sentiment indices for major banks, mid-sized banks, and non-bank institutions were 45, 47, and 45 respectively, all

South Korea's Ministry of Finance and Economy announced a 2026 tax reform plan on the 3rd that applies a minimum 30% premium to inheritance and gift valuations of listed stocks. The reform targets a structural loophole in existing inheritance tax law, which based taxation on 2-month average stock pr

According to its official disclosure on August 5, South Korean semiconductor company APR reported second-quarter 2026 revenues of 7,675 billion won and operating profit of 1,906 billion won, up 134.2% and 134.5% year-over-year respectively. The results exceeded analyst expectations, which had

According to Reuters, on Tuesday (August 5), Lockheed Martin locked in long-term supply agreements for vanadium and germanium with multiple mining companies, driving sharp gains in critical mineral stocks. The defense contractor is negotiating with NioCorp to purchase approximately 15 tons of vanadi

According to Korea's Ministry of Economy and Finance, on August 3, the country announced a 2026 tax reform package that amends the law preventing large shareholders from intentionally suppressing stock prices during succession transfers. The reform mandates a minimum 30% markup when evaluating

According to Yonhap News, South Korea's KOSPI index surged 4.54% to 6,647.68 today (August 5), driven by overnight strength in U.S. equity markets. The KOSDAQ index also rose 3.85% to 6,603.48, extending gains to a fourth consecutive day.

Celltrion Group Chairman Seo Jung-jin will depart for Paris on August 10 to inspect overseas operations across Europe, the United States, Canada, and Japan, the company announced on August 5. The trip aims to directly review second-half sales and revenue plans at major foreign subsidiaries to