Global TradFi & Macroeconomics

According to sources, AI startup Anthropic has signed a $10 billion, six-year computing power purchase agreement with infrastructure company Volta Infra Holdings. Volta will provide data center resources powered by Nvidia's Vera Rubin AI chips, with a combined capacity of 133 megawatts, according to

According to Korea Exchange, Hanwha Aerospace rebounded yesterday (Aug 5), gaining 9.25% to 1.04 million won and reclaiming emperor stock status after hitting a 52-week low of 783,000 won on July 29. The rally was driven by stronger-than-expected Q2 results: operating profit surged 58.5% year-over-y

According to industry reports, 15 Korean biotech company CEOs purchased their own companies' shares in July 2026, marking the highest monthly participation this year. The purchases included Colong Tissue Gene ($26 million), HLB Group ($14 million), and Peptron ($106 million), among others. The

Korean securities firms lowered KOSPI stock index targets after recent market declines. Daesin Securities cut its target from 11,500 to 9,300 on the 3rd, while Shinhan Investment reduced its second-half target from 11,000 to 8,800 on the 30th of last month. The adjustments reflect rising interest

Retail investors in South Korea suffered significant losses as extreme stock market volatility decimated portfolios, including funds earmarked for apartment down payments. In May, a 30-year-old investor identified as 'A' invested 50 million won from his apartment down payment into domestic stocks, t

According to Daishin Securities and Shinhan Investment & Securities, South Korean investment firms cut their KOSPI year-end targets on August 3 and 4 amid rising inflation concerns and interest rate hikes. Daishin lowered its target from 11,500 to 9,300, citing downward valuation adjustments

Nasdaq futures declined over 0.2% while Dow futures gained over 0.2% during early Asian trading Wednesday (August 5).

Silver declined 0.5% during early Asia-Pacific trading on Wednesday, trading at $59.77 per ounce.

U.S. Treasury Secretary Janet Yellen said on August 4 that falling energy prices have eased concerns over excessive yen depreciation, which will help inflation decline and put the yen on a positive trajectory.

International oil prices plunged for a second consecutive day on the 4th (US Eastern time) as expectations grew that the Strait of Hormuz could reopen as early as this week. The decline came amid signs that military tensions between the United States and Iran were entering a lull. West Texas

According to CNBC, U.S. Treasury Secretary Scott Bessent said on August 4 that the U.S. and Iran could reach an agreement as soon as today or tomorrow to reopen the Strait of Hormuz and normalize relations following the pause in U.S.-Iran military tensions. WTI crude for September delivery

According to the Financial Supervisory Service's electronic disclosure system, South Korea's National Pension Service adjusted its portfolio on August 4, adding positions in Celltrion, SK Telecom, and Samyang Foods. The move reflects a shift toward less volatile equities as the KOSPI index (South Ko

According to U.S. Treasury Secretary Scott Bessent, on Tuesday, August 4, the yen rebounded against the dollar to 157.76, but remained significantly above the 40-year low of 164 touched before the U.S. and Japan jointly intervened in the currency market last week. The dollar index, tracking the

Samsung Electronics posted Q2 revenue of 171.4995 trillion won and operating profit of 89.4924 trillion won, beating consensus by over 6%. The stock fell three days from May 28-30, then surged 20%-plus on June 1 after China equipment news and SK Hynix results. Samsung Electronics has 4.61 million

Over three consecutive trading sessions, South Korea's KOSDAQ index surged 5.9% as leverage trading volume on individual stocks plummeted more than 90% following regulatory restrictions. Capital previously concentrated in mega-cap stocks such as Samsung Electronics and SK Hynix has shifted toward

BlackRock plans to implement a one-for-three reverse share split for its Ethereum Trust ETF (ETHA) on Oct. 6, according to a filing with the U.S. Securities and Exchange Commission. The split will consolidate every three ETHA shares into one, increasing the fund's per-share net asset value without c

According to Korea Exchange, the KOSDAQ listing maintenance threshold increased to 20 billion won as of July 1, marking a significant tightening of listing standards. Following the threshold adjustment, management stocks—shares of companies at risk of delisting—surged approximately 17-fold within a

Over the past month, Korean semiconductor stocks have declined more sharply than their U.S. counterparts, according to market data. Korean shares failed to match U.S. semiconductor gains during upswings and suffered larger losses during downturns, with some trading days showing opposite

According to Jin10, the Trump administration has paid approximately $100 billion in tariff refunds as of Tuesday (August 3), which represents 60% of the $165 billion total collected under the "Liberation Day" tariffs. U.S. customs officials reported the figure to a judge at the U.S. International Tr

According to Kitco, spot gold traded at $4,058.90, up 0.11%, while spot silver surged to $59.150, up 1.86% in early U.S. trading Tuesday (Aug 4). Traders balanced a firmer dollar and rising Treasury yields against uncertainty around the Federal Reserve's new operating approach and continued