Global TradFi & Macroeconomics

South Korean political circles and financial authorities recently submitted a Capital Markets Act amendment to the National Assembly's Political Affairs Committee to introduce frequent dividend distribution. The proposal aims to enable monthly dividends similar to practices in the United States and

South Korea's government and financial regulators recently submitted a revised Capital Markets Act to the National Assembly that would enable listed companies to pay dividends monthly, similar to practices in the U.S. and U.K. The measure aims to provide stable cash flows for elderly investors and c

The United States struck two Iranian rocket launchers at Larak Island in the Strait of Hormuz late Sunday, triggering declines in US stock futures and pushing oil prices higher. The strikes, described by US Central Command as a response to an imminent threat from IRGC minelaying forces, marked the f

Germany's two-year government bond yield reached 2.9014%, marking the highest level since July 2024.

LS Corporation reported second-quarter 2024 earnings that exceeded market expectations, driven by power grid and AI data center infrastructure demand across its major subsidiaries. Daishin Securities maintained its 'buy' rating and ₩630,000 target price for LS following the results. Analyst Heo

Flashlight Capital Partners (FCP), a Singapore-based activist fund, offered to acquire a 20.57% stake in S1 Corporation from five Samsung affiliates for 906.6 billion won on August 31, with industry observers raising the possibility that FCP may also pursue the 25.65% stake held by Japan's Secom, th

According to Daishin Securities analyst Min-ho Huh, LS reported second-quarter operating profit of 595.6 billion won, up 153% year-over-year and beating consensus forecasts by 25%, driven by power grid and AI data center infrastructure demand across its subsidiaries. Revenue reached 11.024

According to Financial News, Flashlight Capital Partners proposed on August 31 to acquire a combined 20.57% stake in ES-One Security held by Samsung affiliates for 906.6 billion Korean won, or 116,000 won per share, representing a 45.2% premium to the prior closing price. The Singapore-based

According to Guru Club, PET bottle flakes futures hit the daily limit on August 31, rising 6% to 7,596 yuan per ton.

According to Guru Club, pure benzene futures main contract touched its daily limit today (August 31), surging 6% to 7,983 yuan per ton.

The US Treasury doubled its bond buyback program to $4 billion on August 19, targeting long-dated bonds to smooth market functioning and ease pressure on long-term yields. Gold surged over 7% in five days following the announcement, pushing prices near $4,700 per ounce as traders loaded up on

BYD shares fell nearly 5% in Hong Kong on Monday, following the release of the Chinese electric-vehicle maker's interim results on Friday. For the first half, BYD reported revenue of 344.8 billion yuan, down 7.1% from a year earlier, while net profit attributable to shareholders fell 20.5% to 12.3 b

The Depository Trust Company, a subsidiary of the Depository Trust & Clearing Corporation, converted eligible US Treasuries and equities into tokenized digital twins on July 15, with BitGo Bank & Trust serving as the custodian handling settlement and onchain movement of those assets. The milestone f

Michael Burry disclosed August purchases of MercadoLibre, Zoetis, Lululemon Athletica and Molina Healthcare while expanding short positions against Palantir Technologies, Nvidia, Oracle, Micron Technology and Nebius Group. The investor positioned against AI-favored stocks while buying what he

Nvidia Corp. CEO Jensen Huang on Monday backed the case for a massive expansion of data centers across the U.S., saying the AI boom is helping reindustrialize America after decades of manufacturing moving overseas. Huang was responding to investor Gavin Baker, who walked back earlier criticism of da

SK Hynix is considering Intel Foundry as a supplier for base dies used in next-generation high-bandwidth memory (HBM), according to a report in Herald Economy on Sunday. Intel Corp. shares recovered slightly in overnight trading late Sunday, down 0.5% at the time of writing after dropping

According to Yonhap Infomax, South Korea's National Pension Service (KIC) held its 55th Overseas Investment Council meeting on August 28 to discuss asset allocation strategies amid geopolitical fragmentation and market volatility. Around 20 institutional investors from domestic public funds

According to Kpler and other shipping data sources, Asia's diesel exports to Africa in August surged to 1.8–2 million tonnes, marking the highest level in at least 4.5 years, as Middle Eastern supply declined sharply due to persistent shipping risks in the Strait of Mandeb and Hormuz. Middle Easter

According to TradingBeats, Polymarket trader tetrose added roughly $3,182 to positions betting on WTI crude touching $90, $95, and $100 by month-end during an overnight oil surge on Aug 31 (3:35–4:07 UTC). The trader completed six consecutive buy orders as implied probabilities for the $100 target s

According to CryptoQuant CEO Ki Young Ju, Bitcoin's 2026 bear market has ended after the company's market-cycle indicator turned positive for the first time since October. Bitcoin has surged over 23% in two weeks, trading at $77,831 as of August 31, though it remains below the $80,000