Global TradFi & Macroeconomics

Microsoft and Meta announced quarterly earnings results, with both companies signaling continued AI infrastructure shortages despite massive capital investments. Microsoft reported quarterly revenue of approximately $900 billion, exceeding market expectations, while its Azure cloud computing

Liquefied petroleum gas (LPG) main contract rose 2.00% intraday on July 30, trading at 5,563.00 yuan/ton.

Bae Jae-kyu, CEO of Korea Investment & Trust Management and known as the 'father of ETFs' in South Korea, called for single-stock leveraged products to undergo 'natural death' rather than formal delisting. He posted on Facebook that the issue cannot be resolved by asking investors alone, stating tha

Bae Jae-kyu, CEO of Korea Investment Trust Management, recently renewed his warning about single-stock leveraged and inverse 2x exchange-traded funds (ETFs) after previously deleting a similar cautionary post. According to industry sources on the 30th, Bae stated via social media that these

According to Yonhapnews, Bae Jae-gyu, CEO of Korea Investment Trust Management and widely regarded as the 'father of ETFs' in South Korea, recently warned against single-stock leveraged ETF products, stating they should undergo 'natural phase-out' rather than forced delisting. He reiterated his

According to BlockBeats citing Korea Financial Investment Association data, reverse trades on the Korean stock market on July 27-28 totaled approximately 369 billion won, with 229.61 billion won on July 27 and 138.90 billion won on July 28. Reverse trades occur when brokers forcibly liquidate

The Taiwan Stock Exchange weighted index closed down 0.3% today on July 30, settling at 39,933.30 points.

China's crude oil futures contracts surged today. SC crude oil rose 5.27% to 563.1 yuan per barrel, while low-sulfur fuel oil (LU) gained 3.28% to 4,817 yuan per ton. Heating oil increased 3.00% to 3,679 yuan per ton, and asphalt rose 1.12% to 4,161 yuan per ton.

According to BlockBeats, China's memory chip sector rebounded in afternoon trading on July 30, with Demingri surging to the daily limit-up. Chanxin Technology, after falling over 6.5% earlier, reversed course and contributed over 30 billion yuan in trading volume by press time. Other semiconductor s

On July 30 afternoon, Hong Kong's Hang Seng Index fell 90 points to 25,717, down 0.4%, with the Hang Seng China Enterprises Index declining 17 points or 0.2% to 8,606, and the Hang Seng Tech Index dropping 70 points or 1.4% to 4,794. The benchmark opened 67 points higher at 25,875 but failed to

According to Trader T, Ethereum spot ETFs saw net outflows of $18.6 million yesterday (July 29). Morgan Stanley's MSSE recorded net inflows of $14.3 million on its first day of trading, while BlackRock's ETHA posted inflows of $5.2 million. Fidelity's FETH led outflows with $16.1 million, followed

According to Financial Times, AI hedge fund Situational Awareness, founded by 25-year-old former OpenAI researcher Leopold Aschenbrenner, is seeking new capital injections following significant declines in AI-related stocks. Aschenbrenner acknowledged increased market volatility in recent

Adidas reported operating profit of €574 million for the second quarter, falling short of market expectations of €615.6 million.

South Korea's KOSPI and KOSDAQ stock indices both triggered circuit breakers on July 29, according to a statement from the Democratic Party on July 30. The party acknowledged "deep responsibility" for recent market turmoil and pledged to work with the government to stabilize financial markets and

According to Tradeweb data, U.S. Treasury yields rose 5–10 basis points across maturities today (July 30), with 30-year yields hitting 5.237%, the highest level in 19 years.

Tesla, Inc. (TSLA) stock closed at $298.32 on Wednesday, falling below $300 for the first time since August 2025 and heading toward the weakest July performance among Magnificent Seven stocks. The company disclosed in its second quarter that Full Self-Driving had nearly 1.5 million paid customers

Five major South Korean securities firms lowered their price targets for SK Hynix stocks on the 30th, amid a stock decline exceeding 50% from the year's high. NH Investment Securities, Samsung Securities, Shinhan Investment Securities, Daesin Securities, and Hanwha Investment Securities all

According to CME data cited by Jin10, on July 29, silver trading volume increased 10,103 contracts to 49,157 hand and open interest rose 2,266 contracts to 108,985 hand. Gold saw trading volume rise 14,809 contracts to 313,535 hand but open interest fell 1,850 contracts. Brent crude oil trading volu

According to Yonhapnews, on July 30, five major South Korean brokerages downgraded SK Hynix' target prices as the semiconductor company's stock fell over 50% from this year's high. Shinhan Investment Securities made the largest cut, lowering its target from 4.2 million won to 2.7 million won,

According to GLJ Research analyst Gordon Johnson, Tesla stock fell 3% to $298.32 on Wednesday, slipping below $300 for the first time since August 2025. Q2 disclosures revealed FSD had 1.5 million paid customers globally, prompting valuations critique. Johnson estimated FSD generates $1.8 billion in