Global TradFi & Macroeconomics

According to MainSky Asset Management Chief Eckhard Schulte, Federal Reserve Chair Powell's avoidance of forward guidance makes it extremely difficult for markets to form coherent analysis of Fed policy, creating high uncertainty that could pressure stocks, long-term bonds, and the dollar. While Pow

POSCO International announced Q2 2025 operating profit of 429 billion won, up 26.9% year-over-year, and revenue of 9.6232 trillion won, up 18.4%, on July 30. The results exceeded market expectations, with operating profit surpassing the consensus forecast of 351.6 billion won from 13 securities

According to Zhitong Finance, ChintaAI Co., Ltd. (stock code: 03308), a global leader in AI computing infrastructure, officially listed on the Hong Kong Stock Exchange main board on July 30. This represents the largest initial public offering on Hong Kong's capital markets in the past seven

According to Goldman Sachs research released on July 29, global account leverage remains at the 93rd percentile on a 5-year lookback basis, with hedge fund long-short ratios declining from 5.7x to 3.2x as deleveraging progresses beyond 90%. U.S. equity funds recorded net inflows of $34 billion in Ju

According to Jin10, the Caspian Pipeline Consortium has suspended oil loading operations after a tanker was struck by a drone attack. The incident marks a disruption to petroleum transportation in the region.

According to the World Gold Council report released on July 30, China's gold demand (including jewelry, bars, ETFs, and industrial use) fell 41% year-over-year to 155 tons in the second quarter of 2026, marking the weakest Q2 performance since 2022. Gold jewelry demand dropped 28% and ETFs saw

Royal Bank of Canada lowered its price target for Boston Scientific (BSX) to $70 from $85 in a recent note, representing a 17.6% downward revision.

SK Hynix inverse exchange-traded fund trading volume surpassed leveraged ETF volume for the first time on May 29, according to Korea Exchange data. The 'SOL SK Hynix Futures Single-Stock Inverse 2X' recorded 5.898 trillion won in daily trading volume, exceeding the 'KODEX SK Hynix Single-Stock

According to Seoul Economic Daily, inverse ETF trading volume for SK Hynix surpassed leveraged product volume for the first time since their May listing on July 29, marking a milestone amid heightened market volatility. Single-day trading volume for the inverse product reached 5.898 trillion won, co

Anglo American posted first-half 2026 revenue of $9.93 billion, up 11% year-over-year. The company's adjusted earnings per share reached $0.77, significantly exceeding market expectations of $0.59. Adjusted EBITDA grew 35% to $4.0 billion, while adjusted profit rose to $618

WTI crude oil futures gained over 1% intraday on July 30, trading at $85.45 per barrel.

Samsung Electro-Mechanics announced second-quarter revenue of 3.4572 trillion won and operating profit of 440.4 billion won on July 30. The results exceeded analyst consensus estimates of 3.3191 trillion won in revenue and 413.6 billion won in operating profit, representing year-over-year growth of

POSCO Holdings reported Q2 operating profit of 820 billion won on the 30th, a 34.9% year-over-year increase that exceeded market consensus of 709.6 billion won. The South Korean conglomerate's revenue reached 19.26 trillion won, up 9.7% year-over-year, while net profit surged 808% to 760 billion won

Korean retail investors increased margin trading in Korean stocks during the week of July 24-28 despite KOSPI plunging 10.84% on July 28. Margin trading balances rose from 32.6716 trillion won on July 24 to 33.194 trillion won by July 28, according to securities industry data. The increase

Foreign institutional investors managing Korean stocks ETFs view Samsung Electronics and SK Hynix as attractive entry opportunities amid recent market volatility, according to direct interviews. David Fetherstonhaugh, investment strategist at VistaShares, stated the firm does not expect Chinese

According to Yonhapinfomax, Samsung Electro-Mechanics reported Q2 revenue of 3.46 trillion won and operating profit of 440.4 billion won today (July 30), both exceeding market expectations. Revenue increased 24% year-over-year, while operating profit jumped 107% compared to the prior-year period.

Bloomberg criticized South Korea's single-stock leveraged ETF regulations as arriving too late for investors who lost 80% of their assets, according to a report on the 29th. The KOSPI index triggered circuit breakers on two consecutive trading days, marking the first time in history this has

According to the securities industry, South Korea's KOSPI index plunged 10.84% on July 28, yet margin trading balances surged to 33.194 trillion won, up from 32.671 trillion won on July 24, marking a rare phenomenon where leveraged trading increases during market declines. This reversal was

According to Bloomberg, South Korea's KOSPI index triggered circuit breakers on consecutive trading days (July 29-30) for the first time in history. On July 29, KOSPI fell 10.84%, followed by a 5.98% drop on July 30, with intraday losses expanding to 12.64%. July-to-date losses have