Global TradFi & Macroeconomics

Google (Alphabet) shares fell by about 4.5% after the release of the 2026 Q2 earnings report, even though Q2 total revenue reached $119.8 billion, beating analysts’ expectations. As reported by Ars Technica, this quarter’s capital expenditures (Capex)—mainly used for AI data centers—totaled $44.9 billion, directly causing Q2 free cash flow to come in at -$5.8 billion. Google Q2 2026 Earnings Breakdown by Segment Based on Google’s Q2 2026 earnings report, the key figures by business line are as f

According to Investing.com on July 23, Brent crude oil surged past $100 per barrel, rising more than $20 from early July lows. Macquarie's Bikas Dwivedi, global energy strategist, expects oil to maintain strength in the coming weeks as Persian Gulf supply availability decreases. The rally reflects r

According to Bitget data, South Korea's KOSPI index fell 4% intraday on July 24, closing at 6809.52 points. Among major constituents, Samsung Electronics declined 5.65% and SK Hynix dropped 5.42%.

According to iM Securities report on July 24, Samsung Electro-Mechanics signed additional long-term supply contracts for multilayer ceramic capacitors (MLCCs) used in AI servers, strengthening its pricing power amid supply constraints. The brokerage raised its price target by 30.4% to 3 million

According to Betashares Chief Economist David Bassanese, U.S. President Trump imposed a 12.5% tariff on Australia on July 24, citing insufficient enforcement of forced labor prohibitions—a justification Bassanese called "absurd." He characterized the reasoning as "a weak excuse to find an

According to Jin10, SK Hynix, Samsung Electronics, and Kioxia are set to report earnings amid uncertainty over storage chip demand as leveraged trading pushes South Korean markets to swing sharply. Kioxia faces particular pressure after its market value halved in recent weeks. Analysts at HSBC

The Nikkei 225 index fell 3.00% intraday on July 24, closing at 64,387.67 points.

According to South Korea's Financial Services Commission on July 24, the FSC will strengthen leverage ETF tracking error management standards effective August 19, 2026. Domestic asset thresholds will tighten from 3% to 2%, while overseas assets will decrease from 6% to 5%. Asset managers and

Japan's Economic and Trade Minister confirmed today that the country will not face tariffs beyond the scope of the existing agreement with the U.S., following discussions with U.S. Commerce Secretary Raimondo. Japan's burden is expected to remain within the range agreed upon last

Hyundai Mobis reported bearing an additional cost burden exceeding 60 billion won in Q2 due to memory semiconductor prices rising faster than anticipated. CFO Kim Do-hyung stated during the Q2 earnings conference call held on the 24th that approximately 61.5 billion won in memory semiconductor price

According to the U.S. Treasury Department statement released on July 23, South Korea was maintained on the currency monitoring list in the department's semi-annual foreign exchange report to Congress. South Korea, China, Japan, Taiwan, Thailand, Singapore, Vietnam, Germany, Ireland, and

According to Hyundai Mobis during its Q2 2026 earnings call on July 24, memory semiconductor price increases added 6.15 billion won in costs to the company's second-quarter results. CFO Kim Do-hyung stated that memory chip price surges are creating strong cost pressures across the entire supply

Nokia shares fell about 5% on July 23, dropping from near €10 at the open to about €8.66, despite the Finnish telecom equipment maker’s second-quarter results coming in stronger than expected. Based on data from LSEG (London Stock Exchange Group), Nokia’s Q2 2026 comparable operating profit rose 18% year over year to €434 million, beating the average analyst estimate of €382 million. Nokia Q2 2026 earnings: Comparable operating profit of €434 million, ahead of expectations The key financial figu

According to Bitget trading data, Zhipu AI (02513.HK) rose over 10% on July 24, with AI-related stocks in Hong Kong gaining broader momentum.

According to Cointelegraph, on July 24, Strategy unveiled new methodology for measuring Bitcoin, digital credit, and digital equity, as announced by Michael Saylor.

The Trump administration announced 50% additional tariffs on most Canadian products on the 20th (local time), citing Canada's discriminatory treatment of US goods as justification. A US administration official stated that Canada must be held accountable as one of the few countries, excluding

Bank of China (Hong Kong) (02388) shares rose sharply, breaking through HK$50 and reaching a new high of HK$50.55, up as much as 4.5%. As of 9:50 AM, the stock traded at HK$50.15, up 3.7%, with turnover exceeding HK$330 million. Goldman Sachs released a report last week forecasting the bank's

On July 23, the global asset pricing system underwent a sharp repricing. The Brent crude oil futures Settlement Price closed at $100.69 per barrel, up 7.04% on the day, and for the second time in many days it returned above the $100 level. At the same time, the yield on the 10-year US Treasury intraday broke through 4.7%, reaching the highest level since January 2025. The DXY rose in tandem, closing at 101.445, up 0.32%. The simultaneous

Wall Street veteran Jim Bianco said the Federal Reserve must take action to halt the surge in U.S. Treasury yields. On July 23, Bianco stated via X that the 10-year Treasury yield reached its highest level during President Donald Trump's second term, with yields exceeding 4.7%. He argued that amid s

According to Yonhapinfomax, the United States announced 50% additional tariffs on most Canadian products on July 20, citing discriminatory treatment of American goods as retaliation. Treasury Secretary Scott Bessent outlined in a Wall Street Journal op-ed that U.S. trade policy would prioritize Amer