Global TradFi & Macroeconomics

In two days, Blackstone Mortgage Trust (BXMT) shares plunged to $14.11, marking their steepest decline since the 2020 pandemic outbreak. Management flagged heightened default risks on a $1 billion commercial real estate loan backed by office assets, triggering the sharp selloff. BXMT is a commercia

Kumho Tire announced Q2 operating profit of 182.2 billion won and revenue of 1.3327 trillion won on July 30, with its stock price surging 19.90% to 7,290 won on July 31 as seven brokerage firms issued reports upgrading or initiating coverage. The earnings beat market consensus

According to Financial News, Kumho Tire stock surged 19.9% to 7,290 won on July 31 after posting second-quarter results that beat market expectations by over 20%. Operating profit reached 182.2 billion won, up 4% year-over-year, while sales rose 9.1% to 1.33 trillion won. Seven securities firms

LG Household & Health Care saw its stock price surge 15.49% from 248,500 won on the 27th to 287,000 won on the 31st, marking the highest gain among large-cap KOSPI stocks during a period when South Korean markets experienced historic consecutive circuit breakers. The company's Q2 revenue

Korean companies and securities firms are slowing equity-linked fundraising activities as sharp stock market volatility disrupts capital-raising plans. Companies face difficulty meeting target fundraising amounts while securities firms bear increased risk in underwriting and investing in

Silver prices have fallen to approximately half their 2025 peak as investor demand cooled amid expectations of continued US Federal Reserve rate hikes. Silver futures closed at $59.31 per ounce on January 30 (local time), down 51.3% from the January 29 peak of over $120 per ounce. The decline

SPEER Corporation stocks fell over 73% to 15,400 won as of July 31, down from a March 17 high of 57,300 won, according to Korea Exchange data. The sharp decline followed profit-taking by investors after SpaceX listed on NASDAQ on June 12. SPEER had surged approximately 713% from a December 5 low of

According to Investing.com, silver futures fell 51.3% since late January, closing at $59.31 per ounce on July 30. The contract peaked at over $120/oz on January 29. The decline has been driven by rising U.S. real interest rates; the 10-year Treasury yield climbed from 1.7% in March to 2.4%

According to Newsis, South Korean aerospace materials supplier Spier Corp's stock has plunged 73% since SpaceX's Nasdaq listing on June 12, 2026, falling from a March peak of 57,300 won to 15,400 won as of July 31. The company had surged approximately 713% from a December 2025 low of 7,050 won,

According to Chosun Biz on July 31, South Korean corporations are postponing and scaling back equity-linked fundraising transactions amid heightened stock market volatility. Companies using price recovery swaps (PRS), convertible bonds (CB), and secondary offerings face challenges in raising

According to Jin10, on August 2, Saudi Crown Prince Mohammed bin Salman expressed concern to U.S. President Trump about plans to strike Iranian energy targets and urged the U.S. to exercise restraint. The Crown Prince sought clarification on operational details and called for de-escalation to

According to financial authorities on August 2, South Korea's Financial Services Commission and Financial Supervisory Service are advancing amendments to the Capital Markets Act to secure emergency powers to adjust leverage product ratios during market crises. The authorities also plan to unify per-

Strategy Inc. Executive Chairman Michael Saylor rejected Aug. 1 reports that the company had newly authorized up to $5 billion in bitcoin sales, identifying the claim as recycled information from a June 29 announcement. Saylor's response followed a widely circulated social media post that

According to financial market reports, Japan and US authorities intervened in the foreign exchange market on July 31, the second consecutive day of action to defend the yen. The USD/JPY exchange rate fell from around 160 yen in early trading to 157.2 yen following US intervention signals. Market ex

According to Guru Club, former President Trump posted on Truth Social on August 2, claiming that oil exports are surging as a result of his presidency.

According to South Korea's financial sector, the Korean won-to-U.S. dollar exchange rate fell from 1,560 won in late July to around 1,420 won in early trading this week. The currency declined sharply during the Seoul foreign exchange market's weekly session ending

The South Korean government is preparing amendments to the Capital Markets Act to secure emergency authority to adjust leverage ratios of single-stock leveraged products, according to financial authorities on February 2. The Financial Services Commission and Financial Supervisory Service decided to

Korean bank stocks including KB Financial, Shinhan Financial, and Hana Financial attracted investor attention as they rose steadily while SK Hynix experienced extreme volatility, falling over 27% across three trading days from the 28th to 30th before surging nearly 30% on the 31st. Securities

According to Korea Exchange, as of early August, Samsung Electronics and SK Hynix surged over 20% in late July but continued to trade at roughly 50% of analysts' average target prices. Analyst consensus on Samsung Electronics ranges from 360,000 to 650,000 Korean won, while SK Hynix targets

According to Korea Exchange, on August 2, 70.28% of 2,645 listed stocks on South Korea's KOSPI and KOSDAQ markets fell during July, with the KOSPI index down 22.19% and KOSDAQ down 21.44%—the largest monthly decline since October 2008. Cologn Tissue Jin saw the steepest individual stock drop