Global TradFi & Macroeconomics

SK Hynix shares on Friday (August 31) surged 30% on the Korean stock exchange to hit daily trading limits, with KOSPI up 18% and Samsung Electronics gaining 27%, while its U.S.-listed American depositary receipts (ADR, SKHY-US) closed down 3.6% at $143.69. The divergence reflects divergent

According to Alternative.me data, the Crypto Fear and Greed Index rose to 27 today, up from 25 yesterday. The shift indicates the market has transitioned from extreme fear to fear status.

Amazon.com Inc. (AMZN) faces a proposed class action in Seattle federal court over alleged greenwashing of seafood sustainability labels. Consumers allege the retailer misrepresented the environmental benefits of seafood sold on its platform, misleading shoppers about the environmental impact of its

Strategy Inc. (Nasdaq: MSTR) announced its support for the Digital Asset Market Clarity Act on July 31, adding the world's largest corporate bitcoin holder to the legislative campaign. Michael Saylor, executive chairman of Strategy, separately endorsed the bipartisan Senate proposal that divides

According to ChainCatcher, Ark Invest purchased 109,127 shares of Circle (CRCL) on July 31, worth $6.83 million at $62.61 per share. The fund also acquired 11,784 shares of 3iQ Solana Staking ETF (SOLQ.U) valued at approximately $98,000 at $8.33 per share.

According to Yahoo Finance, shipping traffic through the Strait of Hormuz hit a new low on July 31, with vessel-tracking firm Kpler data showing only 5 ships transiting on Thursday. All vessels took the northern route closer to Iran, with none using the southern channel near Oman preferred by the

According to the company statement released on Friday, Norilsk Nickel posted first-half EBITDA of $39.4 billion, up 50% year-over-year. The nickel producer's H1 revenue reached $83.0 billion, up 28% compared to the same period last year, with an EBITDA margin of 47%.

According to its official statement, Norilsk Nickel reported H1 2026 EBITDA of $3.94 billion, up 50% year-over-year. Revenue reached $8.3 billion, representing 28% growth, with EBITDA margins of 47%. The company generated free cash flow of $1.15 billion during the

The USD/KRW exchange rate climbed to the mid-1,430 won range on the morning of the 1st, reversing sharp gains in the Korean won that followed coordinated foreign exchange market interventions by South Korea and Japan. The won weakened broadly as CBS reported that the United States and Israel could s

According to DS Investment Securities, on August 1, semiconductor stocks faced sharp declines amid renewed concerns over peak earnings (peak-out) in the sector. However, securities analysts suggest the upside potential for semiconductor shares remains valid. Referencing past memory supercycle

According to Yonhapinfomax, the USD/KRW exchange rate rose to 1,435.50 won on August 1, up 11.50 won from the previous close of 1,424.00 won, following coordinated intervention by U.S., Japanese, and South Korean authorities in forex markets. The Bank of Japan held its benchmark interest rate at 1.0

According to Bloomberg, Japan intervened in foreign exchange markets on Friday, continuing efforts to support the yen.

Hong Kong stocks delivered their strongest July performance on record as the Hang Seng Index surged 13.13% to 25884 points during the month. The rally followed a severe 9.14% decline in June, which marked the worst monthly performance in 29 months. The recovery was driven by extreme oversold

SpaceX will release its second-quarter 2026 financial results after market close on Tuesday, August 4, accompanied by a public Q&A portal powered by its AI chatbot Grok at questiontime.ir.spacex.com that accepts submissions until Monday. The portal launch marks the company's first earnings event

According to Sing Tao Investment Research Department, the Hang Seng Index rose 13.13% in July 2026, gaining 3,003 points to close at 25,884. This marked the best monthly performance since February 2025 and the strongest July on record. The Hang Seng Tech Index gained 7.98% for the month, while the H

Retail investors in Korean stocks shared viral satirical content on social media starting May 28, mocking their own contradictory psychology during the recent KOSPI crash. A post titled 'SK Hynix Fairy Tale' began with 'There was a day when Hynix hit 2.987 million won,' satirizing investors who

KOSDAQ-listed EOFLOW disclosed on July 31 a 26 billion won third-party stock issuance to IPV, with IPV contributing patent rights as in-kind payment instead of cash. The transaction allows EOFLOW to reclaim core patents sold in the previous year without cash outlay, while IPV becomes the company's s

Han & Company is participating in a 136.7 billion won rights offering by SK D&D, following a board resolution on May 28. SK D&D will issue 44.68 million shares at 3,060 won each, with final pricing in early October, to repay maturing debt. The capital raise addresses liquidity pressures from

According to investment banking sources, SK D&D conducted a paid-in capital increase of 136.7 billion won on July 28, with shares priced at 3,060 won each. Private equity fund operator Han&Company is participating in the capital increase.

According to Chosun Biz, on July 31, IOFlow, a KOSDAQ-listed South Korean company, issued 26 billion won (approximately $20 million) in new shares to IPV at 6,000 won per share, with a total of 4.33 million new shares issued. Instead of paying cash, IPV will contribute the core patents it