Global TradFi & Macroeconomics

According to Japan's Minister of Economy, Finance and Fiscal Policy Shirouchi Minoru, the country's overall CPI in June demonstrated modest year-on-year price growth.

According to Korea Exchange, SK Telecom rose 13.78% to 93,300 Korean won as of 10:45 a.m. KST on August 4. The gain was driven by expectations surrounding the company's participation in the government's independent AI foundation model project's second-round evaluation, as well as benefits

According to financial authorities including South Korea's Financial Services Commission, profitable companies listed on KOSDAQ will be exempted from delisting even if their market capitalization falls below 200 billion won, as announced on August 4. The policy adjustment aims to address

On August 3, 2026, SpaceX (ticker: SPCX) closed at $114.53, up $6.16 on the day, a 5.68% rise. The intraday high reached $114.92, while trading volume reached 67.11 million shares. The rebound came ahead of two key events: the release of its first quarterly earnings report since going public after the market close on August 4, and the unlocking of the first batch of restricted shares on August 6. Since listing on Nasdaq on June 12 at an IPO price of $135, SPCX has undergone a dramatic valuation

Three Korean stocks received positive analyst coverage on the morning of August 4. KB Securities highlighted LG Innotek's potential gains from US restrictions on Chinese robot imports, as the company supplies vision sensing modules to humanoid robot makers. Hana Securities raised S-Oil's price

According to Hana Securities, on August 4, S-Oil's lubricant base oil division set record earnings with Q3 operating profit estimated at 1.08 trillion won, up 71% above market consensus. The brokerage raised its full-year target price to 220,000 won from 200,000 won, citing margins in lubricant base

According to The Fact, South Korea's ETF market faced a sharp contraction following regulatory tightening on single-stock leveraged products. Net assets fell from a record 533 trillion won on July 22 to 398 trillion won by August 4, representing a loss of approximately 135 trillion won in just

According to Korea Exchange, single-stock leveraged ETF trading volume for Samsung Electronics and SK Hynix crashed on August 3, plummeting to 1.24 trillion won from 12.4 trillion won on July 30, following the government's deposit requirement increase from 10 million to 30 million won. Samsung

According to Korea Exchange, on Aug 4 at 10:47 AM, KOSDAQ 150 index triggered a program buy-in circuit breaker (side car) for the third consecutive trading day. The index rose 6.09% from the previous close, with KOSDAQ 150 futures up 76.90 points at the time of

According to South Korea's central bank, the Bank of Korea on August 3 resumed gold purchases for the first time in 13 years, prioritizing domestic won-denominated purchases to expand foreign reserves without depleting dollar holdings. The central bank has partnered with domestic gold producers and

According to Bloomberg columnist Shuli Ren on August 4, South Korea is increasingly regarded as an uninvestable market due to extreme stock market volatility, with the KOSPI plunging nearly 40% from its June peak in just 27 trading days—a decline comparable to China's 2015 market crash. The index ex

From 01:00 to 02:00 (UTC) on August 4, 2026, BTC moved sideways with an upward bias, posting a Return % of +0.18%. The price ranged from 63,363.5 to 63,489.0 USDT, with an Ampl of 0.20%, trading in the upper-middle portion of the range. The main driver of this move was the spillover effect among safe-haven assets amid escalating geopolitical risks. The U.S.-Iran conflict continued to escalate, with Iran launching ballistic missiles at a U.S. military base in Kuwait and disrupting passage through

From 01:30 to 01:45 (UTC) on August 4, 2026, ETH edged higher over the 15-minute period, closing with a gain of 0.56%. It traded within a range of 1,855.59–1,869.45 USDT, representing an amplitude of 0.75%. Overall volatility was limited, but market attention increased amid institutional developments and ETF fund-flow signals. The primary driver of the move was the positive narrative surrounding rising institutional holdings and ETF inflows. Bitmine Immersion Technologies, the world’s largest co

Oracle (NYSE: ORCL) stock rose 5.6% on August 3 to $137.15, giving the company a market cap of approximately $399 billion. The rally was driven by AI amid a surge in major technology stocks, including Amazon, which reached a $3 trillion market cap for the first time. The key financial concern is that remaining performance obligations (RPO) reached $638 billion, while free cash flow for fiscal year 2026 was negative $23.7 billion. Four-Day Oracle Stock Gain Data According to market data, Oracle s

During 01:00–02:00 UTC on August 4, 2026, ETH extended its recent uptrend, posting a modest short-term gain of 0.09%, with a price range of 1849.35–1854.51 USDT and an Ampl of 0.28%. Although the gain was limited, ETH was up approximately 11% for the week and 20% for the month, remaining in the continuation phase of a medium-term uptrend. Market attention remained high, while volatility was amplified by extremely shallow liquidity in the order book. The main drivers of this move were the positiv

Korean retail investors withdrew a net 526.8 billion won from Return to Domestic Market Accounts (RIA) in July, marking the first monthly outflow since the government-backed program launched in March. The exodus occurred as the KOSPI index recorded a 22.19% decline in July, the steepest drop

Korean retail investors withdrew from leveraged stock trading as margin loan balances fell below 30 trillion won for the first time in six months, according to Korea Financial Investment Association data as

According to Chosun Biz, South Korea's KOSPI index reversed course on August 4, falling below the 6,300 level by 10:44 AM KST despite opening up 1.50% at 6,351.38. The index declined 22.92 points, or 0.37%, to 6,234.53 as institutional net selling of 620 billion Korean won and weakening foreign

According to Wuniu, Zhipu's next-generation GLM-5.3 model documentation was prematurely exposed on August 3 afternoon. The official specification page was briefly made public and accessible for approximately one hour before being restricted. The stock rose 7.98% to 1,015 Hong Kong dollars by press t

Amazon.com Inc., Snowflake Inc., and Bristol-Myers Squibb Co. reached fresh 52-week highs on Monday as investors responded to AI-driven growth, analyst upgrades, and merger speculation. Amazon shares hit a record $287.16, pushing the company's market value above $3 trillion following strong second-q