Global TradFi & Macroeconomics

South Korea's short-term credit market continues to show weakness following the Bank of Korea's August monetary policy meeting, despite the central bank's dovish stance. On the 28th, multiple bank bonds were issued at spreads above average rates, with Sangeumchae 1.5-year bonds priced 2.5 basis

According to bond market participants reported by Yonhapinfomax, South Korea's short-term credit market remained weak on August 28 despite the Bank of Korea's dovish monetary policy committee meeting. Bank bond issuances widened their spreads by 2.5–3.0 basis points as investor demand failed to

According to ChainCatcher citing Gate market data, Hong Kong's Hang Seng Index and Hang Seng Tech Index rose 0.47% and 0.6% respectively at midday close on August 28. Telecom and infrastructure stocks led market gains, with China Xiniya Fashion and Eternity Technology rising over 4%, while ZTE rose

Japan's 30-year government bond yield rose 5 basis points to 4.11% today, continuing its upward trajectory in recent trading sessions.

According to MUFG research, if the Taylor Rule were mechanically applied to current U.S. economic indicators, the federal funds rate would need to rise 100 to 175 basis points from current levels. MUFG's chief macroeconomist George Goncalves warned that if Fed Chair Kevin Wash delivers a keynote

According to Jin10, Argentina's oil production reached a record high of over 916,000 barrels per day in July, up 17.2% year-over-year, according to latest government data released on August 28. Bakambuerta oilfield was the primary driver of growth, producing over 643,000 barrels per day in July, a

According to Japan's Financial Services Agency, on August 27, Japanese financial authorities strengthened regulations on leverage exchange-traded funds (ETFs) following significant losses incurred by Korean retail investors in Samsung Electronics and SK Hynix leverage ETFs. The Japanese regulator

According to Jin10, Mexico returned to the samurai bond market on Friday (August 28) for the first time in two years, issuing 282.8 billion yen across maturities ranging from 3.5 to 20 years with spreads of 115 to 210 basis points above the yen swap benchmark. Mexico's last samurai bond issuance

According to Jin10, the MSCI Global Gold Miners Index surged 43% this month as of August 28, on pace to record its largest single-month gain ever. This rally significantly outpaced semiconductor stocks' best monthly performances; the MSCI Global Semiconductor Index and Philadelphia Semiconductor Ind

According to SoSoValue, bitcoin spot ETFs saw net inflows of $242 million yesterday (August 27), extending their streak to nine consecutive days of positive flows. BlackRock's IBIT led the inflows with $278 million for the day, bringing its cumulative net inflows to $63.4 billion, while Fidelity's F

According to SoSoValue, Ethereum spot ETFs saw net inflows of $235 million on August 27, extending a 9-day streak of inflows. BlackRock's ETHA led with $130 million in daily inflows, bringing its cumulative total to $12.653

According to Guru Club, Trump administration's tungsten scrap and battery scrap export ban took effect on Thursday, August 28, marking the latest U.S. effort to retain critical strategic resources domestically. U.S.-listed tungsten miner Almonty Industries rose 3.6% on Thursday and posted a

According to Jin10, Indorama Ventures, Thailand's second-largest listed petrochemical company, reported on Aug 28 that a persistent supply surplus is beginning to ease amid supply disruptions and factory closures in the Middle East. CEO Alok Lohia stated that geopolitical tensions are disrupting

According to Guru Club on August 28, Raymond James analyst Simon Leopold raised NVIDIA's price target from $352 to $550, representing a 140% upside from current levels. The target implies NVIDIA's market capitalization could reach $13 trillion. During Thursday's trading, NVIDIA shares surged 8.7%, a

President Donald Trump hinted at potential sanctions on Chinese banks over Iran transactions, responding 'Who said I'm not?' when asked by reporters. The remark came two days after Treasury Secretary Scott Bessent announced Operation Economic Outcast on August 25, a sanctions expansion designating o

Samsung Electronics and SK Hynix share buyback programs drove the 'Other Corporations' investor category to purchase over 1 trillion won daily for six consecutive trading days from August 20-27 on the Korean stock market, according to Korea Exchange data released on the 28th. The buying surge

Bain Capital invested $66 million in RQD Clearing as part of a $74 million funding round for the stock and options clearing firm. The investment came as the US options market grew 25% year-over-year to an average of 70 million contracts daily in July. Industry executives have warned that clearing ca

Strategy Inc., the firm formerly known as MicroStrategy, briefly ranked as the 10th-most actively traded equity in the United States on August 19, generating $4.4 billion in daily trading volume. The surge was driven by the company's Bitcoin treasury strategy, with the firm holding over 840,000

JPMorgan warned in a report published July 24 that global food prices face a 'compounding storm' driven by Middle East conflict and extreme weather patterns. The bank's report, titled 'Food Security is National Security,' projects global food inflation could reach approximately 5% on an annualized b