Global TradFi & Macroeconomics

SK Hynix hit a daily limit gain of 29.95% on July 31, closing at 1,718,000 won—marking the first time the stock reached the maximum allowable increase since South Korea expanded price limits to ±30% in June 2015. Samsung Electronics recorded a historic single-day surge of 26.81%, closing at 262,500

On July 31 (Friday), Shanghai Gold Exchange gold T+D closed up 0.16% at 884.0 yuan per gram. Silver T+D rose 0.44% to close at 14,167.0 yuan per kilogram.

According to UBS research published on July 29, SK Hynix stock has fallen 52% from its June 22 high and now trades at 1.66x price-to-book (P/B) ratio, implying a long-term return on equity (ROE) of just 18.9%. However, UBS forecasts the company will achieve an average ROE of 40.2% from 2027 to 2031,

According to Japanese Economic News, Kioxia Holdings reported net profit of 1.27 trillion yen for the July-September 2026 quarter, up approximately 31 times year-over-year, driven by strong demand from AI data center investments. NAND flash memory prices rose roughly 70% in the previous quarter.

According to Fidelity, the Federal Reserve is more likely to delay the start of its rate-hiking cycle until December, assuming inflation and labor market data remain elevated. However, economic data and geopolitical developments over the next two months could reignite inflation concerns, leaving

According to the Korean Exchange, on July 31, the first trading day following a margin requirement increase from 10 million Korean won to 30 million won, single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix saw trading volume and value plummet to approximately one-quarter of the

According to Reuters, citing the Wall Street Journal, Musk denied on July 31 that Tesla was considering divesting its China operations. China's Foreign Ministry spokesperson Mao Ning responded at a regular press briefing, stating that the ministry opposes politicizing national security concepts

South Korea's KOSPI index surged from 5,500 to 6,500 points in a single trading session, marking record-high gains. Foreign investors returned to the market, purchasing over 7 trillion Korean won worth of stocks and setting an all-time net buying record. The rebound was driven by major tech

HD Hyundai disclosed on July 31 that its Q2 operating profit surged 262.2% year-over-year to 4.1246 trillion won. Revenue increased 30.2% to 22.4094 trillion won, while net profit soared 550.2% to 3.1732 trillion won. The substantial earnings growth reflects strong performance across shipbuilding, p

According to Jin10 Futures, pulp futures warehouse inventories reached 353,067 tons on July 31, rising 3,759 tons from the previous trading day. Warehouse inventories for other energy and chemical products, including gazetted paper, fuel oil, petroleum asphalt, crude oil, and low-sulfur fuel oil, re

According to an official filing by Yonhap Infomax on July 31, HD Hyundai reported its consolidated operating profit for the second quarter surged 262.2% year-over-year to 4.1 trillion won, with net profit soaring 550.2% to 3.1 trillion won. Revenue increased 30.2% to 22.4 trillion won. The strong pe

Tempo, a public payment blockchain platform, announced on July 30, 2026, the integration of BlackRock's USD Institutional Digital Liquidity Fund (BUIDL) into its network. The integration expands Tempo's infrastructure for institutional stablecoins and tokenized assets by bringing a Moody's AAA-mf ra

Google, Amazon, Microsoft, and Meta invested $1.1 trillion in AI infrastructure from 2023 through the end of June, according to Financial Times reporting on recent earnings releases. The four companies allocated the capital to data centers, advanced semiconductors, and power infrastructure as AI com

Bank of Japan Governor Ueda Kazuo stated that the central bank cannot clearly specify how far current interest rates remain from the neutral rate. The comment reflects ongoing uncertainty regarding monetary policy calibration as the BOJ continues its gradual normalization

Green Cross reported Q2 consolidated revenue of 421.2 billion won and operating profit of 1.7 billion won, missing analyst expectations as the company deconsolidated GC Wellbeing and delayed recognition of high-margin seasonal products to the second half. The results represented year-over-year

According to Jin10, on July 31, euro-sterling held flat on Friday as sterling recovered following the Bank of England's signals of potential rate hikes if Middle East tensions push oil prices above $100 per barrel. The BOE kept its base rate unchanged at 3.75% on Thursday as widely expected, with

Tempo announced on July 31 the integration of BlackRock's USD Institutional Digital Liquidity Fund (BUIDL) onto its payment blockchain. The Moody's AAA-mf rated fund enables qualified users to earn yield on stablecoin balances through tokenized fund shares, supported by Securitize's infrastructure a

Bank of Japan Governor Ueda Kazuo stated that the Japanese yen has depreciated over the past year.

Hong Kong's Securities and Futures Commission ordered Futu Securities International to restrict up to HK$125.25 million (approximately US$16 million) held in accounts belonging to an unnamed entity. The regulator suspects the account holder of creating artificial demand for shares in an initial