Global TradFi & Macroeconomics

According to BlockBeats, the U.S. launched strikes on Iran overnight on August 31, with Iran retaliating immediately. The escalation triggered sharp pullbacks in crypto and equity markets. Analysts suggest the conflict may be limited in duration, with the U.S. likely relying primarily on economic

Nvidia Corp. (NVDA), CrowdStrike Holdings (CRWD), Marvell Technology (MRVL), Salesforce (CRM), and AST SpaceMobile (ASTS) dominated retail trader attention during the final week of August as AI-driven demand shaped stock performance across the tech sector. Nvidia and CrowdStrike rallied on strong

According to LS Securities on August 31, SK Hynix's stock target price was cut from 3.3 million won to 2.4 million won, a 27.3 percent decline, due to easing HBM chip premium as Samsung Electronics enters the HBM4 market. The brokerage expects SK Hynix's HBM operating margin to remain around 60 perc

According to the China Federation of Logistics & Purchasing survey released on Aug 31, prices of 35 major commodities (70% of 50 tracked) rose during the week of Aug 24-28, while 12 (24%) fell and 3 (6%) remained flat. By sector, energy prices climbed 5.4%, black

According to Herald Economy, starting today (August 31), individual investors in overseas-listed single-name leveraged exchange-traded products (ETPs) will receive a risk alert when losses reach -20% based on the previous day's closing price. The mechanism was first introduced for domestically-liste

According to Yonhapinfomax, on August 31, NextTrade, South Korea's alternative trading system (ATS), approved membership applications from Goldman Sachs Securities Seoul and CLSA Korea. The approval brings total participating securities firms to 38. Both firms will complete their preparation work, i

According to Korea Securities Depository, Crowdworks' mandatory 3-year lockup commitment expired on August 31, releasing approximately 1.399 million shares representing about 9% of the company's total issued shares. The release includes shares held by the largest shareholder and venture capital

According to Goldman Sachs and official Treasury statements, the US Treasury doubled its buyback program for long-dated bonds to $4 billion on August 19, triggering a significant rally in gold markets. Gold prices surged over 7% within five days following the announcement, pushing spot prices

Former St. Louis Fed President James Bullard estimated in an interview on August 29 that the FOMC was “almost completely 50-50” on whether to raise rates in September, with the split roughly standing at “10 to 9.” Bullard said that rising gold prices are a “scorecard” of the market’s assessment of the Fed’s credibility. Foreign central banks collectively hold more than 1 billion ounces of gold, and he emphasized that they prefer physical gold over bitcoin. Existing Voting Record of the FOMC’s In

Bank of Korea Governor Shin Hyun-song emphasized financial stability as a key consideration in future monetary policy decisions during a press conference at Jackson Hole over the weekend. Shin stated that while price stability remains the primary mandate, real estate is a very important factor,

According to He Hui, vice president of China Federation of Logistics and Purchasing, China's manufacturing new orders and export orders indexes rose in August both year-on-year and month-on-month. He noted

According to China's National Bureau of Statistics, large-scale manufacturing enterprises' PMI rose to 50.6% in August, up 1.1 percentage points month-over-month and above the 50-point expansion threshold. Mid-sized enterprises' PMI fell to 49.4%, while small enterprises' PMI stood at 47.9%, both re

According to reports from August 31, South Korea's central bank governor Shin Hyun-song emphasized that financial stability will become a key consideration in future monetary policy decisions, citing rapid increases in the Financial Vulnerability Index (FVI). Speaking at Jackson Hole over the

ARK Invest CEO Cathie Wood bought 243,707 shares through her ARK funds on Aug. 28, the day NVIDIA (NVDA) stock pulled back after its earnings report, for a total value of approximately $53 million. NVIDIA announced better-than-expected second-quarter results on Aug. 26, with adjusted earnings per share of $2.22 (expected: $2.10) and revenue of $96.22 billion. NVIDIA Q2 Earnings Data: EPS of $2.22 Beats Expectations According to CNBC, NVIDIA announced its second-quarter results on Aug. 26, 2026:

As of 09:30 Beijing time today, WTI crude oil futures rose 1.75% while U.S. natural gas futures fell 1.11%.

At 09:30 Beijing time on August 31, New York gold futures fell 0.24%, silver futures dropped 0.33%, and copper futures declined 0.86%.

China's official composite purchasing managers' index (PMI) fell to 49.5 in August, down from 49.3 in July, according to official data released on August 31.

SK Group's chairman stated recently that SK Hynix is considering establishing a joint venture in Japan to produce memory chips.

China's official non-manufacturing PMI came in at 49 in August, unchanged from the previous month's reading.

China's official manufacturing PMI reached 49.8 in August, up from 49.2 in July, according to official data. The monthly increase of 0.6 points reflects a marginal improvement in manufacturing activity.