Global TradFi & Macroeconomics

Palladium futures declined 6% during today's trading session, with the contract now at 295.20 yuan per gram.

The Shanghai Containerized Freight Index (Europe route) main contract declined 50 points intraday on July 24, closing at 2,804.5 points with a 1.75% loss.

Roundhill Memory ETF (DRAM-US), which focuses on the global memory chip industry including DRAM, high-bandwidth memory (HBM), NAND flash, and SSD makers, gained over 8% in the past 5 trading days, driven by surging AI server demand and strength in major holdings like Micron (MU-US) and SK Hynix.

Spot gold declined approximately $13 to $4,028 per ounce intraday on July 24, down 0.5% on the day.

According to sources, the Bank of Japan will maintain its warning that inflation may exceed the 2% target next week but will signal that immediate price pressures from oil have eased compared to April.

According to economist Fu Peng speaking at WIKIEXPO on July 24, crypto assets are fundamentally bound to global liquidity dynamics. Fu Peng indicated that Bitcoin and mainstream cryptocurrencies now serve as leading indicators of liquidity strength in traditional markets. Following a critical

LX Semicon disclosed on July 24 that its Q2 consolidated operating profit reached 22.006 billion won, a 115.1% increase compared to the same period last year and a 6.9% rise from the previous quarter. The South Korean display driver IC manufacturer's Q2 revenue totaled 401.153 billion won, up 6.0% y

According to Yonhapnews, LX Semiconductor reported operating profit of 220.06 billion Korean won for the second quarter of 2026 on July 24, representing a 115.1% increase year-over-year and surpassing analyst expectations of 190 billion won. The company's Q2 operating margin expanded to 5.5%

Topsports (06110-HK) shares continued their downturn at the open on July 24, briefly trading at HK$1.29. The catalyst was a formal notice from Nike received on July 21: effective January 1, 2027, Topsports’ online sales business for Nike products in mainland China will be fully discontinued. Nike’s online sales account for about 22% of Topsports’ total revenue, with the related business size at approximately RMB 5.6 billion. Topsports’ market cap erodes by HK$3 billion, leaving about HK$9 billio

According to Mirae Asset Securities on July 23, Samsung Electronics and SK Hynix shares plummeted recently amid concerns over NAND flash memory price weakness expected in the second half of 2027. Trendforce forecasts TLC and QLC wafer contract prices will decline 9.4% in Q3 2027 and 15.4% in Q4,

According to Intel's Q2 2026 earnings reported Thursday, July 23, the company's data center and AI (DCAI) segment generated $6.3 billion in revenue with 59% year-over-year growth, driving overall Q2 revenue to $16.1 billion, up 25% annually and exceeding analyst expectations of $14.42 billion. CEO

According to Korea Exchange, the KOSPI 200 index futures declined over 5% on July 24 at 11:23 AM, triggering an automatic halt to program sell orders on South Korea's main securities market. The program trading

The U.S. Trade Representative (USTR) released a notice on final tariff measures at 1:23 p.m. Eastern Time on July 23, determining a 12.5% tariff on forced labor imports from South Korea under Section 301 of the Trade Act, and taking effect on July 24. On July 24, South Korea’s Ministry of Trade, Industry and Energy said it will negotiate with the United States to maintain the tariff rate cap previously agreed between the two sides, under which the total of the two “301 tariff measures” will not

April Bio completed a 340 billion won third-party capital increase with a consortium led by IMM Investment and TKG Huchemicals on the 23rd, one month after signing the stock purchase agreement on the 23rd of last month. TKG Huchemicals invested approximately 150 billion won to secure management

According to Yonhap Infomax, Lotte Chemical announced on July 24 that it is exploring the sale of its construction materials business division to multiple potential buyers. The company disclosed the process through official filings but noted that no specific agreement or conclusion has been

According to Newsis citing KOSCOM data, inflows to 14 Samsung Electronics and SK Hynix single-stock leverage ETFs fell sharply to 53.4 billion won in the past week through July 24, down significantly from 6.5 trillion won over the past month and 13 trillion won cumulatively since their May 27

According to Maeil Business Newspaper, OCI Holdings signed long-term supply contracts with new U.S. customers on July 24, announcing plans to double its polysilicon production capacity from 35,000 tons to 70,000 tons by 2029. The company also plans to expand wafer production at its Vietnam

According to Shanghai Steel Association, MMLC battery-grade lithium carbonate prices fell to 145,150 yuan/ton during early trading today (July 24), down 250 yuan/ton from the previous day's close at 16:30.

South Korean construction stocks Kumho Engineering & Construction and Namhwa Engineering & Construction declined sharply on the 24th after surging earlier this month on government mega-project announcements. As of 11:09 AM on the 24th, Kumho E&C traded down 8.94% at 10,290 won while Namhwa Engineeri

According to Korea Exchange, Kumho E&C and Namhwa Construction shares plunged on July 24 as investors took profits following earlier gains tied to government mega-project announcements. Kumho E&C fell 8.94% to 10,290 Korean won, while Namhwa Construction dropped 8.46% to 4,980 won. Both had surged a