Global TradFi & Macroeconomics

Japan's Nikkei 225 fell 0.6% on Tuesday following a coordinated US-Japan currency intervention to support the yen, while Kioxia Holdings posted disappointing earnings guidance. Tokyo and Washington confirmed their first joint yen-buying operation in decades, with Finance Minister Satsuki Katayama an

AST SpaceMobile (ASTS) shares climbed to their highest level in nearly three weeks on Monday, August 4, jumping 8% to $63.52, as Meta Platforms executive Vinod Samarawickrama outlined plans to deliver WhatsApp over ASTS's satellite network worldwide. The teams held an intensive technical and

According to Mirae Asset Securities, top-tier traders (those in the top 1% by 1-month returns) net-bought Doosan Enerbility, HD Heavy Industries, and Tess as of 11 a.m. on August 4. Doosan Enerbility traded at 71,800 won, up 6.06% from the previous close, while HD Heavy Industries fell 3.08% to 122,

According to JPMorgan Chase strategist Mislav Matejka's team, on August 4, the S&P 500 rose 1.5% to 7,600.50 points, the Dow Jones climbed 693 points to a record close, and the Nasdaq gained 2.1%. However, the bank cautioned that artificial intelligence and large-cap tech stocks may cede their

According to Joshua Frank, co-founder and CEO of digital asset information provider The Tie, the company has launched The Tie Capital, a fully owned subsidiary registered as an SEC broker-dealer and FINRA member. The subsidiary will provide private fundraising, M&A advisory

According to BlockBeats, U.S. Treasury Secretary Blythe Masters on August 4 publicly urged the Federal Reserve to expand the Foreign and International Monetary Authorities (FIMA) Repo Facility to support currency stabilization efforts, particularly as the U.S. participates in Japanese yen

According to Lumentum CEO Michael Hurlston at the RAISE summit in Paris this month, indium phosphide (InP) semiconductor shortages will exceed memory market constraints. The optical component manufacturer revealed that despite operating five InP wafer

Global credit rating agency Moody's Ratings announced on the 4th that it upgraded SK Hynix [000660]'s credit rating from Baa1 to A3 with a stable outlook. Moody's attributed the upgrade to SK Hynix's expected maintenance of robust profitability and cash flow generation over the next 12 to 18

From 02:30 to 02:45 UTC on August 4, 2026, BTC rose sharply over the 15-minute period, closing up 0.32%. It traded within a range of 63,689.1–63,971.4 USDT, representing an amplitude of 0.44%. After rebounding approximately 2.5% from the intraday low of $62,300, the price stabilized around $63,836, bringing the 24-hour gain to 1.04%. Market volatility remained limited, and the overall trend showed a mild upward move driven by risk aversion. The primary driver was the spillover effect among safe-

According to Hyperinsight, on July 27, a whale holding 2.6 million short positions on Lengtain Tech (valued at approximately $18.36 million) faced $1.7 million in unrealized losses. The whale's liquidation price stands at $16.91.

According to Moody's Ratings, on August 4, SK Hynix received a credit rating upgrade from Baa1 to A3 (stable outlook). Moody's expects the company to maintain strong profitability and cash flow over the next 12 to 18 months. The rating agency forecasts SK Hynix's adjusted EBITDA to reach

According to South Korea's Ministry of Economy and Finance, on August 4, the government introduced new tax measures to combat inheritance and gift tax evasion. Under the 2026 tax reform plan, when companies intentionally suppress share prices to reduce inheritance or gift tax obligations, the

According to Jin10 Futures, Indonesia's Energy and Mineral Resources Minister Bahlil Lahadalia said on August 3 that the government will ease mining quota regulations (RKAB) in a measured way, with new quota releases to be gradual while maintaining market supply-demand balance. The minister stated t

LG Energy Solution, Samsung SDI, and SK On stocks are drawing market attention, with all three companies announcing their Q2 results on July 30, marking their first simultaneous profitability in seven quarters since Q3 2024. Samsung SDI's Q2 operating profit reached 20.38 billion won, turning profitable for the first time in seven quarters and far exceeding FnGuide's estimated loss of 7 billion won. Q2 Results Summary for the Three Battery Manufacturers LG Energy Solution, Samsung SDI, and SK On

The KOSDAQ market triggered a buy-side circuit breaker at 10:47 AM on August 4 as the index surged 5.79% to 780.05, marking the 17th sidecar activation this year. The mechanism engaged after KOSDAQ150 futures rose over 6% and the KOSDAQ150 index climbed above 3% for more than one minute, halting

The Hang Seng Index reversed early gains to decline on the trading day, falling as much as 207 points after opening higher, as investors turned cautious at the 26,000 level following a six-day rally that accumulated 1,046 points. As of 10:42 AM, the HSI stood at 25,845 points, down 163 points or 0.6

According to Jin10 Futures citing Jinlianchuang data, major Chinese airlines will reduce domestic flight fuel surcharges effective Aug 5. Fares for routes under 800 kilometers will fall to 40 yuan from 50 yuan, while longer routes will drop to 70 yuan from 100 yuan. This marks the third fuel surchar

According to Bloomberg columnist Shuli Ren on August 3, South Korea's stock market is at risk of being labeled "uninvestable" due to extreme volatility and policy missteps, despite AI industry tailwinds and low valuations. The KOSDAQ has declined nearly 40% in just 27 trading days this year,

Hong Kong's Hang Seng Index opened 81 points higher at 26,090 on Aug 4, then reversed to fall 163 points (0.63%) to 25,845 by late morning, breaking below the 26,000 level and testing the 250-day moving average support at 25,727. Pharmiwon lead gains with an 11.5% jump to 181.6 HKD after