Global TradFi & Macroeconomics

According to BlockBeats reporting on August 31, SK Hynix is diversifying its high-bandwidth memory (HBM) substrate chip suppliers by considering outsourcing production of HBM4E base chips to Intel's foundry, moving away from its previous complete reliance on TSMC. Industry sources indicate the

According to Korea Securities Depository (KSD), 230.48 million shares across 38 listed companies will be released from mandatory holding restrictions in September. K-Bank accounts for the largest single batch with 81.78 million shares. The unlocking comprises 119.49 million shares from five KOSPI-li

According to Korea Exchange, on August 31, M&C Solution surged 24.88% to 18,870 Korean won by 9:28 a.m. following the company's announcement to acquire and retire 150 billion won in treasury stock. The buyback decision was finalized on August 28 to enhance shareholder

According to Jin10, China's central bank conducted 5 billion yuan in 7-day reverse repurchase operations and 447 billion yuan in overnight reverse repo on Aug 31. With 340 billion yuan in 7-day reverse repos and 333 billion yuan in overnight repos maturing on the day, the central bank achieved a

China's central bank conducted 50 billion yuan in 7-day reverse repo operations today (August 31), with a bid amount of 50 billion yuan and an accepted amount of 50 billion yuan, at an operating rate of 1.40%. Simultaneously, it conducted 4.47 trillion yuan in overnight reverse repo operations.

According to the Financial Investment Association of Korea, on August 31, the securities industry announced an investment of approximately 1 trillion won in venture secondary markets over the next three years. The initiative aims to strengthen the venture capital investment cycle through

Jon Bessent, the U.S. Treasury representative, faces a significant diplomatic challenge at the upcoming G20 summit as he addresses issues including tariffs, the ongoing Iran conflict, and recent bond market instability. Markets are speculating that Bessent's involvement could influence the

According to Yonhap Infomax, the dollar-to-won exchange rate fell 7.3% in July 2026, with an additional approximately 4% decline so far in August. Bank of Korea Governor Shin Hyun-song evaluated the recent currency movements as "considerably stabilized," emphasizing that predictability matters

According to Jin10, U.S. Treasury Secretary Bessent said on August 31 that he expects Bank of Japan Governor Ueda to do "the right thing" on monetary policy. Bessent noted he would not prescribe specific actions for the BOJ but believes Abenomics may have reached its end. His remarks come as the

China's central bank reverse repo operations worth a total of 1.42 trillion yuan are set to mature this week. According to the maturity schedule, 673 billion yuan will expire Monday, 386 billion yuan Tuesday, 239.5 billion yuan Wednesday, 103 billion yuan Thursday, and 20 billion yuan

According to Seoul Exchange data, SK Innovation's stock surged 6.24% to 124,200 Korean won on August 31 following its subsidiary SK On's announcement of a major long-term battery cell supply contract for energy storage systems (ESS) in the U.S. market. The stock opened at 119,300 won and rose to a

UK-based proprietary trading firm XTX Markets distributed £1.7 billion in dividends from its 2025 fiscal year trading profits, with founder Alex Gerko receiving £683 million and 23 core technology developers sharing £833 million, according to a filing with the UK Companies House. Gerko's payout

Fourteen financial institutions surveyed by Yonhap Infomax on the 31st forecast the USD/KRW exchange rate will trade between 1,350.93 won and 1,409.21 won in September, marking a significant downward revision from

According to BlockBeats, Japan's 10-year government bond yield rose 2.5 basis points to 2.950% on August 31, marking the highest level since September 1996.

On August 31, the People's Bank of China released the central parity rates for CNY exchange rates in the interbank foreign exchange market. USD/CNY rose 17 basis points to 6.7828, while EUR/CNY fell 339 points to 7.8344; GBP/CNY fell 289 points to 9.1530; and JPY/CNY fell 143 points to 4.2285.

According to a survey by Yonhapinfomax on August 31, 14 financial institutions' foreign exchange experts in Seoul forecast the USD/KRW exchange rate will trade between 1,350.93 and 1,409.21 won in September. The survey showed the

According to XTX Markets' filing with the UK Companies House, the proprietary trading firm distributed £1.7 billion in dividends from 2025 trading profits to founder and billionaire Alex Gerko and 23 core technologists. The 23 engineers collectively received £833 million, averaging £36.2 million

TKG Aegang, a KOSDAQ-listed penny stock designated as a managed stock on the 13th, surged to its daily upper limit following a tender offer announcement by major shareholder TKG Taekwang. The shareholder will purchase 31.04% of outstanding shares at 900 won per share from today through next

Brent crude oil jumped over 2% during intraday trading on August 31, reaching $89.74 per barrel.

According to Korea Exchange, TKG-AEGANG launched a second public share acquisition on August 31, offering to buy 16.07 million shares at 900 Korean won per share through September 19. The offer price is 50% higher than the previous close of 600 won. The company's largest shareholder, TKG-AEGTAE,