Global TradFi & Macroeconomics

Foreign investors sold 25,000 three-year and 16,000 ten-year Korean government bond futures overnight, marking the largest net selling in five and eleven months respectively, according to market data. The sales pushed bond yields higher as Middle East tensions and Federal Reserve officials'

Strive Inc. (ASST) shares gained 7.5% on Thursday (Aug 28) after the company purchased 1,110 BTC at an average price of $73,409 between August 17 and 21, bringing its total holdings to 21,356 BTC worth approximately $81.5 million, according to a regulatory filing. However, Parker Lewis, Head of

The Shanghai Futures Exchange released an amended version of its Market Maker Management Rules on August 28, which takes effect on September 11, 2026. The amended rules were approved by the exchange's board of directors and reported to the China Securities Regulatory Commission before

As of August 27, MSCI Global Gold Miners Index surged 43% in August, marking its largest monthly gain on record. The performance dwarfed semiconductor stocks; MSCI Global Semiconductor Index and Philadelphia Semiconductor Index rose 27% and 38% respectively in their best month this year, both now

According to Jin10 Futures, the CFETS-NEX sentiment index for money market conditions stood at 48 as of 4 p.m. today (Aug 28), up 3 points from 2:30 p.m. Among sector participants, large banks reported 47, mid-size and small banks 49, and non-bank institutions 47, each rising 3 points from the

LG Group faces divergent impacts from AI expansion across its business portfolio, according to analysis presented at a Korea Ratings web seminar on the 28th. Ha Hyun-soo, senior researcher at Korea Ratings Corporate 3 Division, stated that while AI-driven data center growth creates opportunities

France's CAC40 index gained 1.00% intraday on August 28.

Bank of Japan Governor Kazuo Ueda will depart on a trip to the United States and Switzerland beginning August 30.

SK Group's credit risk has eased due to strong semiconductor division performance, according to Ha Hyun-soo, senior researcher at Korea Ratings, who presented at a web seminar on May 28. The improvement comes despite continued weakness in petrochemical and battery divisions, with the group's total d

According to the London Metal Exchange (LME) on August 28, nickel inventories rose 48 tons while tin declined 40 tons. Copper inventories fell 1,300 tons and lead dropped 2,250 tons, the steepest decline among the metals tracked. Zinc inventories increased 75 tons and aluminum inventories

PayPal shares fell 14% in pre-market trading on August 28 after reports indicated that Advent and Stripe have abandoned acquisition plans for the company.

According to Jin10 data on August 28, Qatar Energy has extended force majeure on liquefied natural gas (LNG) supplies to European and Asian buyers. The extension follows stalled Iran negotiations and unresolved Strait of Hormuz transit uncertainties, which threaten regional energy

According to Korean Ratings, SK Group's credit risk improved on August 28 as its semiconductor division, driven by AI memory demand, offset weakness in petrochemicals and batteries. The group's net debt declined 32.8 trillion won to 43.1 trillion won compared to year-end 2025, while total

According to Jin10 and the German Federal Employment Agency, Germany's August unemployment increased by 4,000 to 2.996 million on a seasonally adjusted basis on August 28, below the market expectation of 5,000. The unemployment rate remained steady at 6.4%.

Asahi Shimbun editorial board member Kiyohide Inada published an analysis on the 28th warning that South Korea's record-breaking semiconductor export boom may deepen social inequalities rather than resolve structural economic problems. The column cited data showing semiconductor exports in the

According to MoneyDJ, USA Rare Earth completed capital raise on August 24 for a special purpose vehicle backing its Serra Verde project's first phase production, raising $1.55 billion with $750 million contributed by the U.S. government. The arrangement includes a rare earth price floor and

Germany's seasonally adjusted unemployment fell to 40,000 in August, below the forecast of 50,000 and down from 60,000 in July, according to labor market data.

According to Korea Securities Depository data released on August 28, South Korean retail investors shifted their U.S. stock allocation in August, with individual technology stocks and mainstream ETFs replacing the 3x leveraged products that dominated July purchases. SpaceX led monthly net inflows a

According to Jin10, on August 24, China's Vice Finance Minister Liao Min held a video call with U.S. Deputy Treasury Secretary Erin Brown in Beijing. The officials discussed global economic conditions and cooperation between China and the U.S. through multilateral channels including the Group of