Global TradFi & Macroeconomics

China's central bank conducted 6.3 billion yuan in 7-day reverse repos today (August 3) at 1.40% interest rate, and 300 billion yuan in overnight reverse repos. With 925.5 billion yuan in existing reverse repos maturing today, the operations resulted in a net liquidity withdrawal of 562.5 billion yu

According to Gate's market data, Hong Kong stocks opened higher on August 3, with the Hang Seng Index up 0.4% and the Hang Seng Tech Index rising 0.68%. Alibaba shares opened up 3.42%.

China's central bank, the People's Bank of China (PBOC), conducted a 63 billion yuan 7-day reverse repurchase agreement operation today (August 3). The operation received bids totaling 63 billion yuan and achieved full subscription at an operation rate of 1.40%.

According to Bitget data, on August 3, Southern Hynix 2x Leverage ETF dropped over 10% in pre-market quotation to HK$38. Samsung Electronics and SK Hynix both declined over 7% in the same period.

According to China's Interbank Foreign Exchange Market, the USD/CNY midpoint rate reached 6.7898 on August 3, up 4 points (CNY depreciation). EUR/CNY rose 182 points to 7.8068, while JPY/CNY jumped 695 points to 4.2898. GBP/CNY climbed 245 points to 9.1227, and AUD/CNY gained 167 points to 4.7608.

According to Guru Club, on August 3, lithium carbonate futures fell over 3% to 136,100 yuan per ton, hitting a new stage low.

The Baltic Exchange Container Freight Index EU route main contract intraday gains expanded to 2.00% today, trading at 1,784.5 points.

Bitcoin gave back the weekend gains on Aug. 3, trading around $63,340, as the market digested concerns from Strategy’s (MSTR stock) Q2 2026 earnings. Strategy posted a net loss of $8.22B in Q2, mainly due to an unrealized loss of $8.32B on its Bitcoin holdings; by comparison, Q2 2025 recorded a profit of $10B. Strategy’s $8.22B net loss and changes in its Bitcoin holdings According to Strategy’s filed Q2 2026 financial report and its 8-K filing, the spot Bitcoin price fell by more than 40% year-

Semiconductor stocks including SanDisk, AMD, and Microchip Technology are drawing attention for strong upward earnings momentum as approximately 130 major S&P 500 companies report second-quarter results this week (Aug 3-7), CNBC reported. Financial data firm FactSet identified companies with 15 or m

Seoul Foreign Exchange Market Council held a discussion on December 30 at Royal Hotel Seoul to establish new trading practices ahead of the January 2026 introduction of Time-Weighted Average Price (TWAP) for dollar-won exchange rates. The meeting gathered FX traders from domestic

According to ChainCatcher, Bit Dan, chairman of Orient Financial, said this morning that the chip sector's sharp decline and leveraged liquidations in July represent a necessary correction amid the broader AI cycle and signal a healthy market. Capital is shifting from low-quality tech stocks

According to CNBC reporting on August 2, semiconductor stocks including AMD and SanDisk received multiple analyst earnings-per-share (EPS) forecast upgrades this week ahead of Q2 results. SanDisk saw 34 EPS upward revisions over the past three months and has surged more than 400% year-to-date. AMD r

According to the Seoul Foreign Exchange Market Operating Committee (SFEMOC), market participants held a discussion on August 3 to establish new trading practices for the time-weighted average rate (TWAP) system ahead of its January 1, 2027 launch. The new TWAP, based on 4 p.m. pricing, will

According to South Korea's Financial Services Commission, on August 3, the government announced plans to introduce emergency adjustment powers for single-stock leverage ETFs, enabling authorities to dynamically reduce leverage ratios from the current 2x to 1.5x or 1.1x during high market

Strategy executive chairman Michael Saylor announced on Twitter on Aug. 2 that the STRC preferred share August dividend yield remains unchanged at 12%. STRC stock closed last Friday at $89.46, below its $100 par value, up 5.42% year-to-date during the month; August is the second month since shareholders approved in June to switch dividends to be paid semi-monthly. STRC preferred share August dividend yield and current stock price data (Source: Saylor) According to Saylor’s Aug. 2 Twitter update,

Australia's TD-MI inflation index climbed to 1% on a monthly basis in July, compared with -0.40% in the previous month, marking a 1.4 percentage point increase.

On August 3, Shanghai Gold Exchange gold (T+D) fell 0.62% to 881.9 yuan per gram in early morning trading, while silver (T+D) dropped 0.99% to 14,094 yuan per kilogram.

SC crude oil futures fell 4.00% intraday on August 3, trading at 527.70 yuan per barrel.

According to Sinophem Energy and Jin10 Futures, as of August 3, the reference crude oil price stands at $87.40 per barrel with a change rate of -2.24%, suggesting China's retail gasoline and diesel prices should decline by 120 yuan per ton. The next pricing adjustment window is scheduled for August

According to The Kobeissi Letter, S&P 500 companies beat Q2 2026 earnings expectations by an average of 27%, marking one of the strongest quarters in decades driven by the artificial intelligence investment cycle. Nasdaq 100 component companies exceeded earnings forecasts by 55%, while companies tr