Global TradFi & Macroeconomics

In July, NIO delivered 35,934 vehicles, up 71% year-over-year, according to the company's official delivery data. The firefly brand led growth with a 143.9% increase, while the core NIO brand delivered 20,008 vehicles with 57.9% growth.

According to Daum, South Korea's five major banks saw net inflows of 24.09 trillion won into fixed-term deposits as of end-July, the largest single-month increase this year, as investors shifted funds away from equities amid heightened market volatility. Data from the Financial Investment

According to Yahoo Finance, Apple CEO Tim Cook described memory chip prices as experiencing a "once-in-a-century flood" during the company's earnings call on Thursday, suggesting the recent market panic over memory stocks may be overdone. Cook attributed Apple's conservative quarterly guidance to in

According to Xpeng, the Chinese electric vehicle manufacturer delivered 38,027 vehicles in July.

According to Hankyung, leading semiconductor and technology stocks in South Korea and the U.S. experienced sharp declines in June and July 2026. SK Hynix fell 58%, Micron dropped 41%, and SanDisk declined 57%, while the S&P 500 index retreated only 5%. The selloff followed a steep rally that began i

According to SoSoValue, Ethereum spot ETFs recorded net inflows of $93.0 million overnight (July 31), with Blackrock's Staked ETH ETF ETHB leading at $15.38 million in daily inflows. ETHB has accumulated $544 million in total net inflows since

According to SoSoValue, Ethereum spot ETFs saw total net inflows of $93 million yesterday (July 31), with Blackrock's Staked ETH ETF (ETHB) leading among individual products at $153.8 million in single-day inflows.

The United States and Japan conducted a coordinated currency market intervention on the 31st (local time) to defend the yen's value, marking the first such joint action in approximately 30 years. The dollar-yen exchange rate, which had risen to the mid-160 yen range early in the New York session, re

Bitdeer, a Nasdaq-listed Bitcoin mining company, announced on its X account that through July 31, it mined 271.3 BTC during the week and sold the same amount, resulting in zero net new Bitcoin additions. The company continues to maintain zero Bitcoin

According to Yonhap Infomax and Nikkei newspaper, on August 1, the U.S. Federal Reserve and Bank of Japan executed their first coordinated currency intervention in approximately 30 years to defend the yen. The USD/JPY exchange rate fell from the mid-160 yen level to 157.2 yen following the intervent

According to Farside Investors, U.S. Bitcoin spot ETFs saw net outflows of $265.4 million yesterday (July 31), with IBIT recording outflows of $122.7 million and FBTC $54.8 million. Ethereum ETFs posted net inflows of $9 million, led by ETHB with $15.4 million.

According to Japan's Finance Ministry statement on Saturday (August 1), Japanese monetary authorities have multiple tools to meet market liquidity needs. These include discretionary use of the Federal Reserve's Foreign and International Monetary Authorities (FIMA) standing repo facility, which

Amazon has completed its $50 billion investment in OpenAI this week, bringing its stake to approximately 5 percent. The company fulfilled its investment commitments ahead of schedule, including a subsequent $35 billion tranche, despite OpenAI failing to meet two agreed conditions: a public listing a

Apple lost its position as the world's largest company by market capitalization to NVIDIA on the 31st (local time) after its stock plunged over 7% amid concerns about supply chain constraints and semiconductor shortages related to artificial intelligence. The decline followed Apple's earnings

According to Economist, Apple stock fell 7.35% on July 31 to close at $308.91, bringing its market capitalization to approximately $4.54 trillion and losing its position as the world's most valuable company to Nvidia, which rose 2.93% to $200.75 with a market cap of $4.86 trillion. Apple's sharp

According to SoSoValue data cited by ChainCatcher, Hyperliquid (HYPE) spot ETF recorded net outflows of $1.8305 million on July 31 (U.S. Eastern Time). The outflow was driven entirely by 21Shares Hyperliquid ETF (THYP). The fund's total assets under management reached $246 million, with cumulative h

According to DS Investment Securities analyst Lee Soo-rim, on August 1, semiconductor stocks experienced significant pullbacks amid peak-profit concerns. However, historical analysis of past memory cycles suggests further upside potential through the first half of 2027. Past data shows that stock p

According to the Federal Reserve's FOMC decision on July 28-29, the central bank held its benchmark interest rate at 3.50%-3.75% for the fifth consecutive meeting, with a 9-to-3 vote. Minneapolis Fed President Neel Kashkari, Cleveland Fed President Beth Hammack, and Dallas Fed President Lorie

According to SoSoValue, XRP spot ETFs saw single-day net inflows of $76.95 million on July 31. Bitwise XRP ETF (XRP) led with $71.84 million in daily inflows, bringing its historical cumulative net inflows to $511 million. Franklin XRP ETF (XRPZ) followed with $5.765 million in daily inflows,

According to SoSoValue, XRP spot ETFs recorded net inflows of $7.694 million on July 31. Bitwise XRP ETF (XRP) led inflows with $7.118 million, bringing its historical cumulative net inflows to $511 million. Franklin XRP ETF (XRPZ) followed with $576,500 in single-day inflows, reaching cumulative in