Global TradFi & Macroeconomics

Bitcoin traded near $64,956 on August 8, while spot gold finished the week around $4,336 an ounce, gaining more than 7% — its strongest weekly performance since January. The rally was driven by weaker-than-expected U.S. employment data released in July, which showed payrolls fell by 23,000

EcoPro BM submitted a second corrected securities filing on the 7th, one day before the scheduled effective date of the 8th, for its 1.2 trillion won rights offering. The Financial Supervisory Service (FSS) had requested a first correction on the 14th of last month, and the company filed the first c

According to ChainCatcher, a trader known as "New Stock Prophet" maintains a bullish outlook on storage sector stocks including Micron (MU) and Samsung this week, noting the market typically rotates between different supply bottlenecks. The photonics sector, including stocks like AXTI and LITE,

US Bitcoin spot exchange-traded funds received $865.3 million in net inflows this week according to Farside Investors data released on the 9th, marking the first time in 15 weeks that all five trading days recorded positive flows. BlackRock's IBIT led the inflows with $693.5 million. The renewed

U.S. bitcoin spot exchange-traded funds (ETFs) saw net inflows of $865.3 million this week, marking the first full week of consecutive daily inflows since April 20-24, according to Parsec Investors. All trading days from Monday through Friday recorded net inflows across 12 listed bitcoin spot ETFs.

According to Korea Exchange, Samsung and SK Groups' combined market capitalization fell approximately 375 trillion won between July 31 and August 7. Samsung's market cap declined 198 trillion won (9.45%) to 1,900 trillion won, while SK Group's dropped 176 trillion won (11.82%) to 1,317 trillion won.

According to Korean Economic Daily, the KOSPI index dropped for seven consecutive weeks as of August 9, with individual investors and foreign institutions remaining cautious. The index closed at 6258.77 on August 7, marking persistent sideways trading despite a 17.91% rally on July 31. Market

Korean asset management companies' US AI active ETFs diverged by up to 13 percentage points in 1-month returns based on memory stock allocation strategies. ACE US AI Tech Core Industry Active and RISE US AI Tech Active, which diversified into Big Tech, recorded losses of 10.09% and 11.94%

Korean thematic ETFs focused on consumer goods, cosmetics, and software sectors outperformed semiconductor-focused funds during the recent 1-month period ending the 7th, according to Korea Exchange data released on the 9th. HANARO K-Beauty recorded an 11.9% return, the highest among domestic themati

South Korea's KOSPI index fell 30-40% from its June 22 peak of 9114.55 to barely holding the 6000 level, while KOSDAQ dropped to the 700 level reached a year earlier. Following the decline, foreign media outlets including The Wall Street Journal, Bloomberg, and The Economist published reports

According to Korea Exchange, K-Beauty ETF gained 11.9% in the past month ended August 8, leading domestic thematic ETFs as a rotation trade away from semiconductors. TIGER Cosmetics ETF rose 11.8% over the same period, while KRX Semiconductor Index and IT Index dropped nearly 29%. The KRX 300

According to Maeil Business Newspaper, U.S. active exchange-traded funds focused on artificial intelligence and semiconductors showed sharply divergent performance in the past month as of August 7. Memory-concentrated ETFs lagged significantly: TIME Global AI dropped 14.72%, and TIGER Global AI

According to Korea Exchange, Hyundai Motor common shares fell 31.9% from their June 22 high of 581,000 won, closing at 395,500 won on August 7, as investor enthusiasm for physical AI and the company's Boston Dynamics humanoid robot investments faded. In contrast, preferred shares declined an

Leveraged funds reduced their net short positions on the Japanese yen by 60,942 contracts week-over-week, marking the largest single-week reduction since March 2007. As of a date, the net short position stood at -63,633 contracts, according to the US Commodity Futures Trading Commission (CFTC).

South Korea's Deputy Prime Minister and Minister of Economy and Finance Koo Yoon-cheol announced plans to maximize housing supply through non-apartment housing and public rental options, with housing finance support measures to be unveiled soon. Speaking on YouTube channel SamproTV on the 9th, Koo s

According to South Korea's Deputy Prime Minister Koo Yun-chul, on August 9, the government's real estate tax reform will benefit most citizens, while increasing tax burdens on high-value properties and multi-property owners. The government plans to expand housing supply through non-apartment

Hewlett Packard Enterprise (HPE) saw its stock price surge more than 120% in 2024, ranking among the top performers in the S&P 500 index this year. The rally was driven by explosive earnings growth as corporate AI investments fueled demand for the company's enterprise servers, network equipment, sto

Corning stocks closed at $165.68 on local time, up 5.41%, as the materials and optics company recovers from a sharp decline triggered by cooled expectations for its AI data center optical communications business. The stock reached an all-time high of $271.78 on June 30 before plunging to an

According to NYSE data, Hewlett Packard Enterprise (HPE) stock rose to $53.22 on August 7, up 120.19% year-to-date from $24.17 on January 2, ranking among the top performers in the S&P 500. The surge reflects strong earnings driven by increased enterprise AI infrastructure spending. HPE reported