Global TradFi & Macroeconomics

Alibaba released Qwen 3.8, a new-generation large language model with 2.4 trillion parameters, on August 3, driving the company's Hong Kong stock price up over 7% to HK$126 per share. The model ranks just below Anthropic's Claude series in Arena, a third-party benchmark, placing it in the top tier o

According to Energy Secretary Sharon Garin, the Philippines will implement fuel price rollbacks beginning Tuesday, August 4. Gasoline will drop P0.73 per liter, diesel P0.60 per liter, and kerosene P2.09 per liter. The rollback follows weeks of significant price hikes driven by surging global

According to The New York Times, Fed Chair Jerome Powell proposed reducing the frequency of regular policy meetings this week (August 1). The Fed has held 8 annual policy meetings since 1981. The proposal remains in discussion phase and is not yet a formal proposal.

According to OPEC+, the organization agreed on August 3 to increase crude oil production quotas for September by 188,000 barrels per day. The decision aims to support market stability amid ongoing global energy

Crypto trader James Wynn has been liquidated 22 times trading S&P 500 perpetuals on Hyperliquid between May 13 and August 3, with realized losses reaching approximately $73,100 according to on-chain tracker Onchain Lens. The latest liquidation occurred on Monday, marking his fifth in three days.

According to Jin10 Futures, Canada canola futures fell 8.09% today (August 3), retreating from three-year highs reached last week amid declines in crude oil and Chicago soybean oil futures, with long positions taking profits ahead of month-end. Zhengzhou rapeseed meal futures opened higher before co

According to market data, Samsung Electronics' lending stock outstanding surged 27.4% in July to 94.66 million shares, while its short-selling position jumped to 3.76 million shares as of July 29—the highest level in approximately 20 months. Foreign investors accounted for 69% of total stock

Goldman Sachs added Samsung Electronics to its Asia-Pacific (APAC) Conviction List in its August revision, setting a target price of 490,000 won with 87% upside potential and 91% total return potential over 12 months. The global investment bank cited structural improvement in the memory market

The Hang Seng Index closed at 25,884 on Friday (August 2), gaining 3.68% for the week—the largest monthly advance since February 2025, as the index recorded a 3,003-point gain in July. This morning (August 3), the index surged to intraday high of 26,133, breaking above the 26,000 level, before

According to Financial News, Daishin Securities on August 3 cut its full-year KOSPI target to 9,300 from 11,500, a 2,200-point downward revision representing a 19.1% decrease. The brokerage cited rising bond yields and potential further rate hikes from the Bank of Korea in its August investment

According to Yonhapnews, on August 3, Goldman Sachs added Samsung Electronics to its APAC Conviction List during the August monthly update, setting a target price of 490,000 Korean won (approximately $377 USD) with 87% upside potential over 12 months and total return potential of 91% including

According to Bloomberg, a Chinese manufacturer of chip production equipment is studying a plant in Sarawak, Malaysia, after conflict in Iran disrupted an earlier Middle East proposal. The International Monetary Fund recognizes Malaysia as one of the world's four largest net exporters of AI-related h

JPMorgan Chase strategist Kriti Gupta predicts the S&P 500 will rise approximately 10% over the next 12 months, reaching around 8,200 by mid-2027, despite ongoing inflation concerns. According to Gupta, inflation alone is insufficient to halt the market's long-term uptrend. She cited robust

According to PPP prediction market tool on Polymarket, the probability of WTI crude oil falling to $75 per barrel in August has risen to 77%, up 11% in the past 24 hours. The probability of a decline to $70 per barrel increased to 45%, up 12% over the same period. WTI crude is currently trading

According to MSX.COM data, the South Double Long Hanmi Semiconductor fund dropped over 16% at one point on August 3.

According to BlockBeats, UBS lowered its price target for SK Hynix to 3 million won from 3.2 million won on August 3, while maintaining a buy rating. The valuation is based on a price-to-book ratio of 3.65x and a long-term ROE forecast of 40.2%, with a cost of equity of 11.5%.

According to ChainCatcher citing Gate market data, the Hang Seng Index turned negative in afternoon trading on Aug 3, with the Hang Seng Tech Index narrowing gains to 0.44%. Zhipu (02513.HK) fell 8%, while SMIC (00981.HK) and Li Auto (02015.HK) both declined

According to Guru Club, Singapore's benchmark stock index fell 1.2% to 5,076.81 points on June 4.

According to Foresight News, decentralized trading platform Paragon won the UNITREE (Unitree Robotics) and RDDT (Reddit) stock code auctions in the latest HIP-3 trading platform auction, bidding 577.66 HYPE for each. Paragon now holds 12 stock contract trading pairs in

Lee & Man Chemical Holdings (00746) announced interim profit of 3.49 billion yuan for the six months ended June 30, up 7% year-on-year, driven by higher sales volumes and prices of advanced material chemicals. The company declared an interim dividend of 21 cents per share with earnings per share of