Global TradFi & Macroeconomics

According to DRAMeXchange, South Korea's single-layer NAND flash products surged 35% month-over-month in July, hitting a record high, driven by strong artificial intelligence demand. Benchmark NAND products broke through the $30 mark, while standard DRAM prices climbed 14.3% to $24, marking the high

According to Jin10, the Shanghai Gold Exchange announced on August 3 that Au(T+D) deferred compensation fees favor shorts (空付多), while Ag(T+D) deferred compensation fees also favor shorts. Trading data covers sessions from July 31 (20:00–02:30) and August 3 (09:00–15:30).

According to Morgan Stanley's 120-page AI Infrastructure report released on July 27, power availability (Time to Power) emerges as the most undervalued investment theme for AI data centers. The report identifies a 38 gigawatt (GW) power supply gap in the U.S. through 2028, with grid

According to Korea Exchange, on August 3, single-stock leveraged and inverse ETFs saw trading volume plunge to one-tenth of pre-increase levels on the second day of new margin requirements. The deposit threshold for these products was raised from 10 million won to 30 million won. On August 3, 16 sin

Alibaba shares surged over 4% in pre-market trading earlier today after the company unveiled Qwen 3.8-MAX, its latest artificial intelligence model. The stock movement reflects market reaction to the new AI capability

According to Korea Exchange, five of six KOSDAQ active exchange-traded funds (ETFs) listed this year underperformed their benchmark indices as of August 3, despite charging annual fees of 0.5-1.0%. The active products, which were promoted as outperforming market indices, delivered worse results

According to Gate, Hong Kong stocks closed higher on Aug 3, with the Hang Seng Index up 0.48% and the Hang Seng Tech Index up 0.96%. Alibaba rose 7.01% for the day.

Gate News: On July 27, 2026, according to an official announcement from Gate, the platform ranked sixth globally among CEXs by AUM. Gate currently serves more than 58 million global users, supports more than 4,900 digital assets, and offers trading in over 12,500 stocks and ETFs, with business operations spanning multiple areas, including Spot, Futures, Earn, stocks, and tokenized assets. The platform has built a 24/7 trading services system covering the three core markets of U.S. stocks, Hong K

According to the European Central Bank's economic bulletin released Monday (August 3), euro zone household consumption fell sharply in April following the Iran conflict outbreak, driven by a significant deterioration in consumer confidence. The ECB reported that April consumption decline reached

According to Jin10 Futures, as of 4 p.m. on August 3, CNEX market liquidity sentiment index reported 46, down 1 point from 2:30 p.m. By institution type, large banks reported 45, mid-sized banks 47, and non-bank institutions 45, each declining 1 point.

Korean MMF ETFs received 1.4578 trillion won in inflows over the recent one month as KOSPI volatility intensified. The 14 MMF ETFs attracted 823.3 billion won in the one week ending on the 31st of last month, with KODEX Money Market Active, TIGER Money Market Active, and RISE Money Market Active

According to Jin10, Germany's manufacturing PMI rose to 52.2 in July from 50.3 in June, marking the highest level since May 2022. The reading, confirmed by S&P Global's final data, reflects robust production growth and improving export sales, with output expansion reaching its strongest pace in

According to Yonhap Infomax, Hyundai Steel reported Q2 2026 operating profit of 577 billion Korean won on August 3, up 267.5% from the previous quarter, as semiconductor fabrication and AI data center infrastructure investments boosted demand. The steelmaker's Q2 revenue reached 6.1 trillion Korean

HYBE chairman Bang Si-hyuk experienced the largest stock value decline among 46 South Korean conglomerate heads in Q2, with his holdings dropping 35.8% and losing 1.4058 trillion won, according to Korea CXO Research Institute. HYBE's stock price plummeted from a 52-week high of 418,000 won to 174,300 won, a 60% decline, despite the company posting record quarterly earnings. The sharp drop occurred amid investor concerns that the BTS comeback momentum may have peaked, even as the group's full-tea

According to The Canadian Press, Paris Compliance, a shareholder advocacy group, filed a greenwashing complaint with Alberta's Securities Commission on August 21, 2025, against Cenovus Inc. and Enbridge Inc., alleging the companies misled investors through inaccurate environmental disclosures. The

According to Jin10, Japanese stocks came under selling pressure on Monday as the yen strengthened significantly. However, analysts assessed that corporate earnings risks remain manageable. The Bank of Japan's survey showed Japanese companies assume a weighted average USD/JPY exchange rate of 151.49.

Southern Eastern Fund announced today that 12 equity leverage and inverse products tracking Korean stocks including SK Hynix and Samsung Electronics, as well as U.S. stocks including Tesla, Nvidia, and Coinbase, will adopt a flexible leverage structure effective August 3. Under this structure, the l

Eurozone manufacturing activity slowed in July as the Purchasing Managers' Index came in at 51.9, below the expected 52 and down from June's 52. The reading signals a slower pace of factory expansion in the 20-nation currency

According to Guru Club, iron ore prices hit their lowest level in over a year today (August 3), as concerns about a major commodity trading entity weighed on the market alongside weakening demand prospects. The price decline reflects growing uncertainties around a key market participant coupled

According to the Korean CXO Institute, HIVE chairman Bang Si-hyuk's shareholding value declined by 1.4 trillion won in Q2, the largest loss among 46 major Korean conglomerate leaders. The entertainment company's stock price has tumbled from over 410,000 won to 170,000 won