Global TradFi & Macroeconomics

On its earnings call today, Apple issued Q4 revenue guidance of 9% to 11% growth, falling short of analyst expectations of 12.1% growth. The miss triggered a 7% decline in the company's stock price during after-hours

Apple executives announced that iPhone revenue increased by 22%, primarily driven by the launch of the iPhone 17 series.

Coinbase (COIN) shares fell roughly 7% in after-hours trading on Thursday despite reporting strong second-quarter results that included record trading market share and prediction market revenue exceeding $100 million annualized. The crypto exchange posted its third consecutive quarter of market shar

According to The Block, Coinbase (COIN) shares fell roughly 7% in after-hours trading on Thursday following the crypto exchange's Q2 earnings report, which revealed strong growth in its prediction market and record trading market share. Prediction market contracts and revenue more than doubled

Amazon announced on the 30th local time that its Q2 revenue reached $261.1 billion with earnings per share of $5.75, surpassing market expectations of $196.47 billion in revenue and $1.82 EPS. The strong performance was driven by cloud business revenue growth of 37% year-over-year, exceeding Wall

According to Apple's earnings announcement on July 30 (for fiscal Q2 ended June 27), revenue reached $109.4 billion, up 16% year-over-year, exceeding the LSEG consensus estimate of $108.65 billion. Earnings per share (EPS) hit $2.02, up 29% year-over-year, also beating the estimate of $1.89.

On July 30, offshore yuan (CNH) appreciated to 6.7480 against the U.S. dollar, up 125 pips from the previous New York close. The currency pair traded within a 6.7626-6.7440 range during the session.

According to the Financial Supervisory Service, foreign investors sold a record 49.34 trillion won worth of stocks on the Korea Exchange in June, marking six consecutive months of net selling. Despite the record outflows, foreign investors' total holdings and shareholding ratio reached all-time

Amazon's stock surged over 10% in after-hours trading on July 30.

South Korea's amended Commercial Act, which passed the National Assembly last year, is being implemented sequentially. The amendments aim to strengthen shareholder rights and improve corporate governance structures. Despite these significant regulatory changes, the reforms have received limited

Korea Financial Investment Association convened asset management company CEOs and securities firm liquidity provider executives on the afternoon of July 29 to discuss measures for single-stock leveraged exchange-traded funds. The meeting participants agreed to explore a plan where liquidity provider

SK Hynix target prices diverged from 1.48 million won to 4.7 million won among 17 securities firms following the company's Q2 earnings announcement, creating a 3.22 million won gap. The memory chipmaker reported record quarterly revenue of 79.3187

SK Hynix closed at 1,322,000 won on 전날, down 5.64%, marking three consecutive days of declines despite record Q2 earnings. The stock fell more steeply than Samsung Electronics, with SK Hynix dropping 14.65% on the 28th and 9.61% on the 29th versus Samsung's 13.39%, 5.23%, and 0.72% declines.

Securities firms are lowering target prices for Samsung Electronics and SK Hynix stocks as the Korean stock market experiences a historic decline. The downgrades come amid concerns over semiconductor sector peak-out and weakening artificial intelligence investment narratives. According to the Korea

According to the Financial Investment Association, on July 29, major South Korean asset managers agreed to a de facto delisting strategy for single-stock leverage ETFs. Under the plan, liquidity providers (LPs) will halt sell-side quotes and purchase existing holdings from retail investors,

According to Newsis on July 29, SK Hynix shares dropped 9.61% despite posting record second-quarter earnings, with a steeper decline than Samsung Electronics despite both being major chipmakers. The stock fell 5.64% to 1,322,000 won on July 30 after declining 14.65% on July 28. Market analysts

According to Kukmin Daily reporting on July 1, 2026, Shinhan Investment Securities, the underwriter of JTBC's 93 billion won bond JTBC42, allocated more than half of the bonds to individual investors despite the bonds originally being fully assigned to institutional investors. The allocation

Coinbase posted a wider-than-expected loss for the quarter ended June 30, with shares dropping nearly 6% in extended trading on Thursday. The crypto exchange reported a loss of $1.36 per share compared to Wall Street's expectation of a 17 cent loss, while revenue came in at $1.2 billion versus the $

On July 30, U.S. 2-year Treasury yields fell 2.88 basis points to 4.2438%, trading within a range of 4.2953%-4.2068% during the day. The 10-year Treasury yield declined 0.40 basis points to 4.6733%, touching an intraday low of 4.6509% during New York afternoon trading.

According to a July 31 statement from South Korea's Financial Supervisory Service, foreign investors recorded 163 trillion won in net sales of domestic listed stocks during the first half of 2026, selling continuously from January through June. Despite persistent selling pressure, the value and