Global TradFi & Macroeconomics

According to TrendForce and Nomura Securities, TSMC is expected to raise advanced-process foundry prices across the board by 10-15%, following Samsung's price increases announced in July. Samsung hiked its 4-nanometer (SF4) and 5-nanometer (SF5) process prices by 10-15% for new orders from Chinese a

According to Guru Club, COMEX gold spot prices fell below $4,500 per ounce on August 31, declining 0.64% during the trading session.

According to Jin10, WTI crude oil jumped 2% to $84.29 per barrel on Monday (August 31), while Brent crude rose 1.7% to $89.43 per barrel. The moves followed U.S. military strikes on Iranian islands in the early morning hours and subsequent Iranian counter-attacks on U.S. military

Spot gold gapped down on Monday's open, trading at $4,436 per ounce and declining 0.4% intraday.

According to announcements on Thursday (August 28), Charles Schwab, the $13 trillion asset manager, expanded its digital asset offerings to include Solana (SOL), Avalanche (AVAX), and Chainlink (LINK), marking a significant expansion beyond Bitcoin and Ethereum. The move reflects growing

MicroStrategy CEO Michael Saylor posted "We're Back" on X, signaling the company's likely return to Bitcoin buying. The signal follows a two-month pause in regular weekly Bitcoin purchases, during which the firm focused on strengthening its balance sheet by building a $5.1 billion cash reserve. Micr

According to CME FedWatch Tool data released on August 31, the probability of the Federal Reserve maintaining rates unchanged in September stands at 43.1%, with a 56.9% probability of a 25 basis point rate increase. For October, the probability of unchanged rates is 29.3%,

The Institute of International Finance (IIF) forecasts the Korean won could appreciate to pre-COVID-19 pandemic levels, driven by semiconductor export strength and expanded domestic investments by Samsung Electronics and SK Hynix. In a recent report, IIF stated that domestic semiconductor facility e

According to a recent report by the Institute of International Finance (IIF), Samsung Electronics and SK Hynix's expanded domestic semiconductor production investments are driving Korean won strength by increasing the conversion of export revenues into won. The IIF forecasts this investment flow

Construction stocks surged over 30% in August as nuclear power plants and artificial intelligence data centers emerged as new growth drivers for Korean construction companies. The KOSPI construction sector index rose 33.11% during the month, recording the highest gain among all sectors on the Korea

According to Seoul Exchange data on August 31, South Korea's construction sector index rose 33.11% in August, the highest gain among all sectors. Individual stocks outpaced this average, with Daewoo Engineering jumping 75.8%, GS Engineering rising 66.97%, Hyundai Engineering climbing 57.77%, and

According to Morgan Stanley analyst Adam Jonas this week, SpaceX's planned $100 billion new Starbase launch facility in Vermilion Parish, Louisiana, could drive stock gains. The bank set a $300 price target, citing strong fundamentals in SpaceX's rocket, connectivity, and enterprise AI

Apple announced on April 20 that John Ternus, a 25-year company veteran, will become CEO effective September 1, succeeding Tim Cook, who will transition to executive chairman. Ternus, who joined Apple in 2001 and rose to senior vice president overseeing iPhone, iPad, and Mac product lines, is

Fed Chair Kevin Warsh expressed inflation concerns at the Jackson Hole meeting on the 28th. He indicated potential additional tightening measures, increasing expectations for US rate hikes by year-end. The CME FedWatch Tool shows an 88.8% probability the Federal Reserve's benchmark rate will rise

U.S. spot Bitcoin exchange-traded funds recorded $201.9 million in net outflows on Aug. 28, ending a nine-day inflow streak, according to data from SoSoValue. The reversal trimmed cumulative net inflows to about $55.1 billion, with total net assets standing at roughly $93.9 billion. In contrast,

According to CME FedWatch tool data as of August 30, the Federal Reserve has an 88.8% probability of raising its benchmark rate above current levels by the December 9 FOMC meeting. The odds of rates reaching 3.75%-4% stand at 38.3%, with 4%-4.25% at 39.5% and 4.25%-4.5% at 11%. Fed Chair Kevin

According to Korea Exchange, the KOSPI index fell 1.79% last week, closing at 6788.88 points, while the KOSDAQ index posted modest gains. The decline came despite optimism from Nvidia's stronger-than-expected earnings and easing global uncertainty, which supported a steady rise in market

According to Korea Exchange, KOSPI index twice breached the 7,000 level during intraday trading in August but failed to settle above it on a closing basis. The index fell 124.07 points (1.79%) from the previous week to close at 6,788.8 points as of August 31.

According to SoSoValue, U.S. spot Bitcoin ETFs recorded $201.9 million in net outflows on Aug. 28, ending a nine-day consecutive inflow streak that had run since mid-August. The reversal trimmed cumulative net inflows to about $55.1 billion, with total net assets now around $93.9 billion.