Global TradFi & Macroeconomics

According to Jasjeet Sekhon, Alphabet's DeepMind chief strategy officer, the company recently issued $25 billion in bonds and received over $115 billion in oversubscription with a 4.6x subscription ratio, marking the third-largest investment-grade bond transaction globally this year. The capital is

According to Morgan Stanley, on August 10, the bank raised its price target for Zhipu AI by 72% to HK$1,700. The upgrade is supported by the AI company's improved ability to secure computing resources and new fundraising activities. The report notes that China's large language model industry is

Robin Brooks, a Brookings Institution researcher and former Goldman Sachs foreign exchange analyst, forecasted that the Jackson Hole symposium scheduled for the end of this month may trigger a resumption of the gold rally as central bank chiefs signal potential rate cuts. Brooks published a blog ana

According to Robin Brooks, a former Goldman Sachs foreign exchange analyst now at the Brookings Institution, gold and precious metals could see renewed strength ahead of the Jackson Hole Economic Symposium later this month, as market expectations for Federal Reserve interest rate cuts intensify. Bro

According to Yonhap Infomax, Hyundai Motor's global hybrid electric vehicle (HEV) retail sales reached 310,000 units in the first half of 2026, up 14% year-over-year, driven by favorable exchange rates and strong demand for hybrid models. However, HEV demand is weakening outside the U.S. market,

According to KB Securities on August 10, Samsung Electronics is expected to announce a new shareholder return policy with an annual scale of 100–200 trillion won, marking a more than 10-fold increase from the existing annual payout of 9.8 trillion won.

If you felt the market move but failed to keep up, it wasn't your fault—the market made a major shift in expectations within 45 minutes of the NFP release during the final two trading days of last week. But the real conflict was not macroeconomic; it was a violent rupture within the AI industry chain. U.S. July NFP unexpectedly fell by 23k jobs (versus expectations for an increase of 80k), while the prior figure was revised down by a combined 103k, and the probability of a September rate hike pl

According to Financial News, KB Securities maintained its buy rating and 600,000 KRW price target for Samsung Electronics on August 10, representing 160% upside from the previous closing price of 231,000 KRW. The brokerage expects Samsung to announce a major shareholder return policy of 100

According to iRhythm's earnings call on August 6, the cardiac monitoring device maker will acquire VitalConnect for $287.5 million, comprising $237.5 million in cash and $50 million in stock. The acquisition grants iRhythm access to VitalConnect's VitalPatch, a wearable patch that monitors patient v

According to the Wall Street Journal, Apple is testing memory chips from Chinese DRAM manufacturer Long Shine (CXMT) for use in iPhones and MacBooks, while seeking White House approval to conduct business with the supplier amid elevated global memory prices. Long Shine's market share surged to 7% g

According to the Bank of Korea, individual investors in South Korea recorded a net sell-off of $525.7 million in overseas stocks during the second quarter of 2026, marking the first such occurrence in 10 quarters. The shift follows strong domestic market performance in April and

Taiwan Stock Exchange weighted index (TAIEX) rises 1% to 44,683.14 points in the opening session on August 10.

Shanghai Gold Exchange gold T+D contracts rose 1.29% to 938.45 yuan per gram on August 10 morning, while silver T+D contracts gained 1.02% to 15,389 yuan per kilogram.

According to Odaily, the Korea Exchange activated the circuit breaker mechanism on the KOSDAQ today, suspending program-based buying. The move aims to stabilize the market during heightened volatility.

Seoul's bond market monitored foreign investor activity on August 10 following US employment data releases, with traders assessing implications for the Bank of Korea's monetary policy stance. Korean 3-year Treasury yields rose 0.2

According to Yonhapinfomax, the US nonfarm payroll declined 23,000 in July, contrary to market expectations of an 80,000 increase, marking the first monthly decline since February. The unexpected employment shock weakened the dollar index from 99.9 to 99.4, with the dollar-won rate falling to

According to Morgan Stanley today (August 10), the recent selloff in memory semiconductor stocks has ended and presents an attractive re-entry opportunity. The bank, historically known for calling semiconductor peaks and supply oversupply periods, issued a report signaling the adjustment phase for m

According to Jin10, as of August 10, China's benchmark crude oil prices averaged $80.59 per barrel with a change rate of -9.32%, leading to a forecast reduction of 380 yuan per ton in domestic gasoline and diesel retail prices. The next pricing adjustment window is scheduled for August 14 at 24:00 l

Bank of Korea announced on the 10th it will purchase domestically produced gold from local producers at international market prices, marking its first gold acquisition since 2013. The central bank will pay in Korean won, which effectively increases foreign exchange reserves while injecting