Global TradFi & Macroeconomics

According to Jin10 Futures citing agricultural reports, CBOT soybean futures fell 5.27% for the week ended July 31, retreating from two-year highs as favorable rainfall is expected in the U.S. Midwest over the coming days. The U.S. Department of Agriculture crop progress report showed soybean

Doosan signed a stock purchase agreement with SK on the 31st to acquire a 70.61% stake in SK Siltron for 2.3 trillion won, according to DS Investment & Securities analyst Kim Su-hyun. The deal allows Doosan to purchase the semiconductor wafer manufacturer at a favorable valuation as the industry ent

According to DS Investment & Securities, Doosan completed the acquisition of a 70.61% stake in SK Siltron for 2.3 trillion won on July 31, marking a win-win transaction for both parties. The stake comprises SK's direct holding of 51% and total return swap (TRS) contracts of 19.61%. DS analyst Kim

According to Korea Exchange, KOSPI recorded its largest single-day gain on record, surging over 17% on August 2, and is poised to extend gains on August 3 (today). The rally is supported by strength in U.S. equity markets and easing Middle East geopolitical tensions. Market participants are

Daishin Securities lowered its 2026 KOSPI target to 9,300 from 11,500 on August 3, citing rising bond yields and potential rate hikes. Analyst Lee Kyung-min reduced the semiconductor target price-to-earnings ratio (PER) from 8x to 7x and the non-semiconductor target PER from 15x to 11x in the August

According to E-Daily, on Aug 3, Daeshin Securities cut its 2026 KOSPI target to 9,300 from 11,500, a roughly 19% reduction. The cut reflects rising bond yields and potential additional interest rate increases. The brokerage adjusted semiconductor price-to-earnings ratio (PER) target from 8x to 7x, a

Reddit (NYS:RDDT) stock plunged 20.99% to $140.67 on July 31 (local time) in New York trading. The decline occurred despite the social news platform reporting better-than-expected Q2 earnings, as investors expressed disappointment over the absence of new artificial intelligence (AI) data licensing a

According to financial investment industry sources, South Korea's major institutional investors expanded venture capital investments on August 3, with the postal service allocating up to 60 billion won to three domestic VC firms, the Teachers' Pension increasing allocations to 100 billion won

According to Yahoo Finance, Reddit (NYSE:RDDT) shares plunged 20.99% to $140.67 on July 31 after the company disappointed investors by failing to announce new AI data licensing partnerships following its earnings report on July 30. While Reddit's Q2 revenue of $805 million beat expectations, investo

Japan's Finance Minister Koyuki Katayama stated on August 2 that Japan is closely monitoring currency market developments. The remark reflects ongoing attention to foreign exchange dynamics amid evolving global economic

According to Guru Club, U.S. national debt exceeded $40 trillion for the first time on August 3. The milestone reflects ongoing fiscal expansion amid rising interest costs and government spending commitments. Meanwhile, WTI crude oil fell below $80 per barrel the same

According to ChainCatcher and Gate market data, crude oil futures declined sharply on August 2 as markets anticipated imminent U.S.-Iran negotiations. As of 7 p.m. ET on August 2, WTI September futures fell to $74.78 per barrel, down 6.96%, while Brent October futures dropped to $81.55 per barrel, d

Daishin Securities analyst Kwon Soon-ho released a report on the 3rd stating that if the KOSDAQ 150 index is compressed from 150 to 70-100 stocks through the introduction of a tier system, the liquidity density per constituent stock will rise sharply, resulting in strong short-term fund

According to Daishin Securities analyst Kwon Soon-ho on August 3, compressing KOSDAQ150 index components from 150 to 70-100 through a promotion-demotion system would significantly increase passive fund concentration per stock, creating short-term supply-demand benefits for quality stocks outside

According to Nextrade premarkets on August 3, Samsung Electronics and SK Hynix declined in premarket trading, with Samsung falling 3.43% to 253,500 KRW, following profit-taking after gains late last month.

According to Jin10, multiple key economic data releases are scheduled for this week. On Monday, China's July manufacturing PMI and U.S. June construction spending will be released. Tuesday will see U.S. June trade balance and JOLTS job openings data, followed by SpaceX's earnings report after

According to Yonhap Infomax CP and short-term bond issuance statistics, 25 South Korean securities companies issued a combined 10.26 trillion won ($7.6 billion) in commercial paper (CP) and short-term bonds during the week ended July 31. Mirae Asset Securities led issuers with 2.12 trillion won,

According to Shinhan PWM advisor Lee Hyung-ki, on August 31, South Korean investors face two ETF strategies as the won-dollar exchange rate surpassed 1,500 won. The key distinction lies in whether an ETF carries an 'H' suffix. Hedged (H) ETFs eliminate currency risk, so returns depend solely on asse