Global TradFi & Macroeconomics

According to JP Morgan, hedge funds have completed 90% of deleveraging as South Korean leveraged ETF unwinding concludes. The report notes that while volatility may persist in the coming days, overall market conditions have become more attractive for

According to Bloomberg on July 29, value investing focused on undervalued assets held long-term is gaining attention as investors express concerns over the sustainability of AI investments. Bloomberg highlighted Francisco García Parameés, a 62-year-old value investment fund manager known as the

According to Morgan Stanley's Mike Wilson, who spoke with CNBC on July 27, the recent selloff in tech stocks—where earnings beat but share prices decline—reflects market repricing after AI growth expectations were priced in early. Wilson noted that cloud, semiconductor, and memory sectors have

According to Jinshi Data, Zijin Mining's subsidiary Zijin Gold International today (July 29) terminated its previously announced acquisition of Endeavour Mining for CAD 55 billion (USD 4 billion) at CAD 44 per share, citing inability to meet transaction closing conditions. Instead, the two parties s

The USD-KRW exchange rate recovered to the 1,450 won level during London trading hours on May 29, partially reversing earlier sharp declines. At 6:21 PM in the Seoul foreign exchange market, the USD-KRW traded at 1,451.50 won, down 11.00 won from the previous Seoul session close of 1,462.50 won,

According to Yonhapinfomax, the USD/KRW exchange rate recovered to 1,451.50 won during London trading hours on July 29, down 11 won from the previous Seoul close of 1,462.50 won. Earlier in the day, the pair had fallen to 1,442.60 won, the lowest level since February 27, driven by SK Hynix ADR

According to BlockBeats, Microsoft, Meta, and Qualcomm will report earnings after the U.S. market closes on July 29, with investors scrutinizing capital expenditure guidance amid concerns about AI investment returns. Microsoft is expected to post revenue of $87.6 billion and earnings per share of $4

Bybit announced the upcoming listing of GRVT on its trading platform via @Bybit_Official on July 29th, 2026. GRVT is a self-custodial on-chain wealth management platform that combines yield-bearing savings with institutional-grade investment products, enabling trading across crypto, equities, and co

According to its Q2 earnings report released today (July 29), UMC posted record net income per share of 3.39 TWD, up 316.2% year-over-year. Q2 net profit reached 42.26 billion TWD, a 161.3% sequential gain, bolstered by strong core business recovery and investment income of approximately 30.2 billio

According to UAnalyze (Youanalyze), Celestica reported second-quarter 2026 revenue of $4.7 billion, a 62% increase year-over-year, with adjusted EPS rising to $2.54 from $1.39 a year earlier. Operating margin improved to 9.8%, marking new highs across revenue, profit, and margin. The company

According to a CME announcement, the Chicago Mercantile Exchange plans to launch futures and options contracts linked to professional and college sports events. The company is partnering with index provider FutureSports to develop the underlying indices. The contracts will be cash-settled with

Gate News reports, citing an official Gate announcement, that the Gate gStocks section will launch spot trading for 11 tokenized gStocks securities at 14:00 (UTC+8) on July 30, 2026: ZHIPUG (Zhipu AI), MINIMAXG (MiniMax), TENCENTG (Tencent Holdings), HOODG (Robinhood), IBMG (IBM), AMZNG (Amazon), BEG (Bloom Energy), DELLG (Dell Technologies), FLNCG (Fluence Energy), SMHG (VanEck Semiconductor ETF), and SOXSG (Direxion Semiconductor 3X Bear ETF). All trading pairs launched will be denominated in

According to Yonhapnews, President Lee Jae-myeong's approval rating declined consecutively over two weeks and held around 40%, according to a poll released on July 27. The South Korean stock market continued its downward trend on July 29, with retail investors expressing panic across mainstream stoc

Investors are pulling back from semiconductor and technology stocks after months of rapid gains, with the tech-heavy Nasdaq 100 briefly approaching correction territory Tuesday before closing 9.5% below its June 2 record high. The pullback reflects momentum reversing after parabolic increases in chi

According to Vanda Research, retail traders significantly cut their net buying activity during the World Cup period from June 11 to July 19, with daily retail net buying of single stocks reaching its lowest level since 2020. The 21-day average remained well below recent norms. During the same

According to Axios, the tech-heavy Nasdaq 100 fell 9.5% below its June 2 record closing high on Tuesday, briefly flirting with correction territory. The Philadelphia Semiconductor Sector Index declined 4.5% over the same period. Chip darling SK Hynix reported a six-fold surge in quarterly profit on

According to Foresight News, citing a Forbes report, Bitcoin has risen approximately 15% from recent lows of $57,000 ahead of the Federal Reserve's interest rate decision on Wednesday. The move comes as Fed Chair Kevin Warsh prepares to chair his second rate-setting meeting, which analysts

Samyang Foods stock rose 3.13% on the 29th to close at 1.22 million won, continuing gains despite broader market declines. The stock climbed 15.86% over the past week while the KOSPI index fell 13.09% during the same period. The rally reflects expectations of improving performance driven by growth i

According to CNBC, Procter & Gamble on Wednesday reported quarterly earnings with revenue of $21.2 billion, missing Wall Street expectations of $21.38 billion, while adjusted earnings per share of $1.43 beat analyst forecasts of $1.41. The company's shares fell more than 3% in premarket trading