Global TradFi & Macroeconomics

Korean stock market analysts forecast rotation trading into undervalued sectors this week as semiconductor supply concentration eases following single-stock leverage product regulations. Mechanical trading pressure has declined and KOSDAQ credit liquidation has substantially progressed, with supply-

According to the Financial Investment Association, money market funds (MMF) in South Korea received 27.7 trillion won in inflows during July, marking a significant surge. The single-month inflow is five times the average monthly inflow for the first half of 2026, reflecting growing demand from

SpaceX stock (SPCX) surged 15.8% on Friday, closing at $133.11 and marking its strongest daily gain since the company went public in June. The rally occurred as 912 million previously restricted shares became eligible for sale Thursday, an event that had weighed on the stock for weeks but

SpaceX stock (SPCX) surged 15.8% on Friday, Aug. 8, closing at $133.11 after a four-week decline. The rally coincided with the expiration of the company's first major post-IPO share lockup, as 912 million restricted shares became eligible for sale on Thursday, removing investor uncertainty. The comp

According to Cai Lun Securities, Situational Awareness fund has informed investors it is not accepting new capital at this time. The fund, founded by former OpenAI researcher Leopold Aschenbrenner, previously experienced significant losses due to AI stock selloffs. Morgan Stanley, which previously

According to Fox News, Iran informed the United States today (August 8) that it will not impose transit fees on the Strait of Hormuz, despite statements from regime insiders suggesting the possibility of such

Grayscale filed its Chainlink Trust ETF (GLNK) Q2 2026 10-Q report with the SEC on August 7, disclosing $72.2 million in net assets as of June 30. The fund's LINK token price dropped from $8.77 to $7.20 during the quarter, an 18% decline that reduced net asset value per share to $6.38. The price

According to Axios, Trump Media and Technology Group (TMTG) terminated its multibillion-dollar cryptocurrency treasury agreement with Crypto.com today. TMTG, Crypto.com, and special purpose acquisition company Yorkville Acquisition Corp jointly agreed to abandon the CRO treasury venture announced in

According to Grayscale's Q2 2026 10-Q filing with the SEC on August 7, the Grayscale Chainlink Trust ETF (GLNK) reported net assets of $72.2 million as of June 30, down sharply in dollar terms after Chainlink (LINK) declined 18% during the quarter. The fund holds 10,030,901.11 LINK tokens,

According to Bloomberg, SK Hynix is evaluating options for its Chongqing semiconductor facility, including bringing in investors to accelerate business growth, with a potential valuation around $3 billion. The company is in early-stage discussions with potential advisors and Chinese funds or

According to BlockBeats, on August 8, Berkshire Hathaway ended its 14-quarter net-selling streak with approximately $20 billion in net stock purchases during Q2, marking a significant shift in capital allocation. Cash reserves fell to $365.51 billion from $397.4 billion in Q1, reflecting the

On Friday (August 7), SaaS stocks delivered divergent results during earnings season. Atlassian surged 35.31%, Twilio jumped 24.89%, and Five9 gained 19.81% after beating earnings expectations, while HubSpot lagged with just a 3.96% gain. Atlassian reported Q4 revenue of $1.77 billion, beating

According to BlockBeats, U.S. Vice President Vance said on August 8 that Iran negotiations have made progress over the past few days. Vance noted that talks are focused on maximizing oil and natural gas production in the Strait of Hormuz and seek an Iranian commitment to refrain from firing on

AI stocks and major US indices surged this week, with the Dow Jones Industrial Average and S&P 500 both touching record highs as investors processed corporate earnings and a surprisingly weak July jobs report. The Dow closed at a record Wednesday and finished the week up 3%, while the S&P 500

According to Annex Wealth Management chief economist Brian Jacobsen and other Wall Street analysts, U.S. non-farm payrolls fell unexpectedly by 23,000 in July, with June gains revised down sharply to 20,000 from 57,000, while unemployment declined to 4.1% from 4.2%. Futures markets lowered the

According to the U.S. Bureau of Labor Statistics, nonfarm payrolls unexpectedly declined by 23,000 on August 7, revealing a cooling labor market. The surprise decline eased investor concerns about potential Federal Reserve interest rate hikes, with markets pricing in a higher probability of a

According to Bloomberg, Turkey's Coast Guard is restricting commercial vessel transits to the Black Sea due to escalating attacks by Russian and Ukrainian forces in the region. The authority has instructed ships heading to Russia's Novorossiysk, a key oil and grain export hub, that transit permits

T. Rowe Price, a $1.9 trillion asset manager, launched its T. Rowe Price crypto ETF (ticker: TKNZ) in mid-July, marking the industry's first actively managed multi-token spot crypto ETF. The fund includes dogecoin at 1.26% allocation alongside bitcoin and ether, which together comprise roughly 60% o

Wells Fargo chief economist Tom Porcelli expects the Federal Reserve to hold its benchmark rate at 3.50% to 3.75% through 2026, challenging a hawkish turn across Wall Street where several major banks now

According to Wells Fargo chief economist Tom Porcelli in a CNBC interview, he opposes market expectations for Federal Reserve rate hikes in 2026, expecting the central bank to hold rates through the year. Porcelli argued that current inflation stems from tariffs and energy—both supply shocks the Fed