Global TradFi & Macroeconomics

Korean retail investors shifted funds from stocks to bank deposits during July as extreme market volatility triggered historic circuit breakers and eroded confidence. The combined market capitalization of Korean exchanges fell 15.15% from June 30 to July 31, while deposits at the country's top

According to their Q2 earnings calls on July 29-30, Samsung Electronics and SK Hynix reported record-high profits, yet market reactions diverged sharply—SK Hynix stock fell 14% while Samsung rose 7%, attributed to differences in management disclosure specificity. Samsung's memory division vice

According to DailyAn, South Korea's domestic stock market experienced significant volatility in late July, with total market capitalization declining 15.15% to 3,059 trillion Korean won (from 3,605 trillion won at end-June). Exchange-traded funds (ETFs) contracted 22.32% over the same period.

Three Federal Reserve officials issued statements on the 31st explaining their dissent votes at this week's Federal Open Market Committee meeting, citing inflation concerns as US Treasury yields rose across maturities. The 10-year Treasury yield climbed 8.10 basis points to 4.7440% as of 3 PM

According to Stocktwits, U.S. stock indices ended Friday higher as strong earnings lifted sentiment. The S&P 500 rose 0.7% to 7,489.72, the Nasdaq 100 gained 0.6% to 28,274.20, and the Dow Jones Industrial Average added 0.5% to 52,485.03. Amazon surged 15% after reporting better-than-expected

According to Yonhapinfomax, on July 31 (U.S. Eastern time), the 30-year U.S. Treasury yield reached 5.284% during intraday trading, marking its highest level since July 2007. The 10-year yield rose to approximately 4.74%, also hitting its highest point since January 2025. Federal Reserve

According to NYSE data, WTI crude oil for September delivery rose 1.08 dollars (1.29%) to close at $84.67 per barrel on July 31, while Brent crude climbed 1.09 dollars (1.22%) to $90.12. The price surge followed renewed military tensions between the U.S. and Iran. According to Iran's state media

XRP traded around $1.07 to $1.08 on July 30 and 31, holding support above the $1.04 level, according to market data from Coinglass. At the same time, whale exchange flows on Binance—both inflows and outflows—dropped sharply. The reduced activity among large holders coincided with reported inflows in

According to Bloomberg data compiled during Q3 earnings season, 87% of the 292 S&P 500 companies that have reported results beat earnings per share (EPS) expectations, compared to 86% in the same period last year. Revenue beat rates also improved, with 77% of companies exceeding forecasts

On July 31, Iran's Supreme National Security Council secretary warned that continued U.S. maritime blockade and military provocations would prompt Iran to close the Strait of Hormuz and other strategic waterways, according to state media Fars News. The official stated that global economy, energy mar

According to CFTC data as of July 28, non-commercial traders' bullish USD bets rose to $49.23 billion, the highest level since 2014. Leveraged funds also increased short positions in the yen to near 2007 highs, added euro shorts to 2020 highs, and increased Canadian dollar shorts to approximately

According to US stock market data on July 31, Nvidia's share price rose 2.93% to close at $200.75, bringing its market capitalization to $4.86 trillion and reclaiming the top position among global companies, surpassing Apple which fell 7% during the same

According to CME, August gold futures fell 1.2% to $4,050.70 per troy ounce on July 31 afternoon (ET) as U.S. Treasury yields continued their upward march. The 30-year Treasury yield climbed to 5.275%, while the 10-year yield rose 6.80 basis points, pressuring gold prices lower. As a non-yielding as

According to S&P Dow Jones Indices, Ferguson Enterprises will be added to the S&P 500 index effective today, replacing Electronic Arts (EA). The reshuffle reflects the index company's periodic review and adjustments to maintain the benchmark's composition and market

On Friday July 31 at New York close, S&P 500 stock index futures rose 0.50%, Dow futures advanced 0.31%, and Nasdaq-100 futures gained 0.26%. Russell 2000 futures declined 0.85%.

Samsung Electronics stocks saw diverging target price revisions from securities firms on July 31, with projections ranging from 370,000 won to 650,000 won. Samsung Securities lowered its target from 500,000 to 400,000 won while Korea Investment Securities raised its target from 590,000 to 650,000 wo

On Friday (July 31), offshore Chinese yuan (CNH) traded at 6.7524 per U.S. dollar at the New York close, down 44 points from Thursday's close. The currency traded within a range of 6.7423–6.7553 during the session. Week-to-date, CNH has appreciated approximately 0.28%, while the monthly gain

SK Hynix recorded its first-ever upper circuit limit on July 31, closing 29.95% higher at 1,718,000 won after a month-long decline that saw the stock fall 54% from its peak. The historic rally was triggered by Microsoft's strong earnings report and expanded capital expenditure guidance, which