Global TradFi & Macroeconomics

According to Morgan Stanley, Chinese memory chip makers Changxin Semiconductor and Yangtze Memory Technologies are set to reshape the global semiconductor landscape by 2028. Changxin's DRAM monthly capacity is projected to surge from 18 million wafers in 2025 to 50 million by 2028, potentially

According to Zhong Ou Fund's half-year report for the period ending June 30, 2026, multiple funds under the company disclosed profitability ratios exceeding 99.9% over the past year (July 1, 2025 - June 30, 2026). Zhong Ou Jiayi One-Year Mixed fund, managed by Ye Peipei, reported a profitability rat

Nvidia reported fiscal Q2 2027 revenue of $96.2 billion, a 106% year-over-year increase, with data center revenue surging 117% to $89 billion. However, the earnings beat has been overshadowed by growing concerns about the company's financial commitments. Jim Cramer, who runs CNBC's Investing Club po

According to RootData data, over the weekend, popular stocks are trading at elevated levels ahead of Monday's market open. Robinhood (HOOD) rose to $106.90, up 2.62% from Friday's close of $104.17. SK Hynix (SKHY) climbed to $163.96, up 1.82%, while the Semiconductor 3x ETF (SOXL) gained 1.27% to $1

According to Ki Young Ju, CEO of Cryptoquant, on Aug. 27, the peak of bitcoin's current bull cycle could be driven by institutional capital and exchange-traded funds (ETFs) outside the United States. Ju noted that while U.S. spot bitcoin ETF products helped broaden regulated exposure, the next

According to Iranian state media Fars News on August 30, Iran disputed U.S. President Trump's oil agreement with Venezuela, stating the deal would produce only 63 billion barrels of heavy crude over 100 years—translating to daily output less than half of Iran's current production and just 8% of

According to Bank of America chief investment strategist Michael Hartnett, contrarian investors are closely monitoring two potential catalysts that could trigger a shift to defensive assets as bullish consensus reaches extreme levels. The first signal is an easing of U.S.-Iran tensions coupled

According to ChainCatcher, Bitcoin spot ETF recorded net outflows of $202 million on Friday (August 29), ending a nine-day streak of consecutive inflows. Ethereum spot ETF maintained its strength, continuing net inflows of $102 million. Trader Jiang Zhuoer sold 50% of his ETH spot holdings during th

IonQ finalized its $1.8 billion acquisition of SkyWater Technology on July 31, creating a vertically integrated quantum computing platform that combines semiconductor design, fabrication, and advanced packaging. SkyWater, a pure-play semiconductor foundry, generated approximately $442 million in

According to Nick Timiraos, Fed Chair Powell's Friday speech shifted the central bank's default policy stance from holding rates steady to raising rates. Former Fed Vice Chair Don Kohn stated that Powell has "changed the original assumption," with the new logic being that the Fed will raise rates

According to the American Automobile Association, U.S. gas prices have surged by approximately $1.25 per gallon in August 2026 due to geopolitical tensions linked to the Iran conflict, as reported by @MarioNawfal. The national average price of regular gasoline currently stands at $4.081 per gallon,

According to the Reuters Econ World podcast, in late August, US Treasury Secretary Scott Bessent announced plans to double the size of regular buyback operations from $2 billion to at least $4 billion per operation, effective September 9. The 10-year Treasury yield stands at approximately 4.73%,

According to Goldman Sachs Research analysts Lina Thomas and Daan Struyven, gold will reach $4,900 per troy ounce by year-end, driven by central banks purchasing an average of 50 tonnes monthly. This represents a 300% increase from pre-2022 levels of 17 tonnes per month. The analysts cited reserve d

According to Herald Economics citing ETF CHECK data, covered call exchange-traded funds received approximately 789.1 billion won in net inflows from retail investors over the past month (July 27 – August 27). Investors are allocating funds to these products to participate in equity gains while

According to CNBC's Jim Cramer, Nvidia should be held after posting fiscal Q2 2027 revenue of $96.2 billion, a 106% year-over-year increase, despite growing Wall Street concerns over the chipmaker's financial commitments. Analysts estimate Nvidia faces between $80 billion and $200 billion in peak li

According to the Korean exchange, nuclear-related ETFs surged during Aug 24-28, with TIGER Korea Nuclear leading at 18.69%, followed by ACE Nuclear Top 10 at 17.84% and HANARO Nuclear iSelect at 16.33%. The gains were driven by reports of the U.S. government proposing to South Korea a stake

According to Bloomberg NEF and JP Morgan, the global solar panel industry is significantly reducing silver consumption in 2026 due to soaring costs. Silver prices surged 150% last year, with silver now accounting for approximately 20% of solar module production costs. JP Morgan projects

Toss Securities announced plans to expand its data center infrastructure today (August 30), responding to sharp growth in trading volume and AI service expansion. According to Seoul Economic, the brokerage's domestic stock trading volume reached 692 trillion Korean won in the first half of 2026,

According to Koscom ETF Check, BNK Smart Car ETF, launched last month by BNK Asset Management, posted a one-month return of 16.85% as of July 28. The ETF invests across the value chain of future automotive technology, holding companies from automotive, IT, battery, artificial intelligence, and

According to the Korea Financial Investment Association, as of August 27, domestic market credit trading balances surged 4.39 trillion Korean won to 33.33 trillion won in a month, with 82.8% of the increase concentrated in the KOSPI (South Korea's benchmark equity index), reaching 26.48 trillion won