Global TradFi & Macroeconomics

SK Group announced partnerships with NVIDIA, Microsoft, Anthropic, and Amazon Web Services for AI infrastructure development at the K-AI Summit held at the Fairmont Hotel in San Francisco on July 24 (local time). The collaborations include building an AI factory with up to 2 gigawatts capacity and e

According to Greek security officials, on Saturday, an air defense system operated by Greek military personnel in Saudi Arabia intercepted two ballistic missiles fired from Yemen. The missiles were targeting an oil refinery in

According to Iran's Press TV, Yemen's forces attacked a Saudi oil refinery, triggering widespread fuel queuing at gas stations across Saudi Arabia. The incident led to large-scale fuel shortages, prompting consumers to queue for fuel across multiple locations in the

According to BlockBeats, on July 25, crude oil prices approached the $100/barrel psychological threshold amid escalating tensions in the Middle East. The U.S. Strategic Petroleum Reserve (SPR) has declined to 311 million barrels—the lowest level since 1983—limiting policy options available to the

According to BlockBeats, Nasdaq-listed Tron Inc. announced on July 25 that it purchased 150,517 TRX at an average price of $0.3322, further expanding its TRX treasury. Following this increase, the company's total TRX holdings surpassed 706.7 million

According to market observers, record capital expenditure on AI infrastructure by Alphabet, Amazon, Meta, and other cloud giants is raising credit concerns this week. Corporate bond credit spreads have widened notably, and credit default swap premiums are rising across the sector, signaling debt

The Economist published a report on May 23 (local time) comparing Korean retail investors to 'impulsive gamblers' and warning about aggressive leveraged trading in Korean stocks. The British financial publication highlighted that the KOSPI index tripled since early 2025 but declined

According to Morgan Stanley, SpaceX's stock falling to $100 per share would imply the market values its AI business at zero. The company went public in mid-June with an $86 billion valuation and hit a low of $110.85 this week, down 18% from its IPO price. The bank issued a $300 per-share price

South Korean investors bought a net $2.53 billion in US stocks from day 1-23 of this month, four times the prior month's $632.96 million. Data from the Korea Financial Investment Association and Korea Securities Depository showed the sharp increase coincided with South Korea's KOSPI market

According to the Korea Financial Investment Association and Korea Securities Depository, Korean retail investors' net purchases of U.S. stocks reached $2.53 billion in the first 23 days of July, a fourfold increase from June's $633 million. The shift reflects heightened volatility in South Korea's d

SpaceX conducted the 13th test flight of its Starship launch system on May 24 (local time) from the Starbase launch site in Texas. The flight marked the company's first launch since completing its initial public offering last month, after being delayed twice from the originally scheduled May 16

According to The Economist on July 24, the publication warned that Korean retail investors have become trapped in leveraged exchange-traded funds (ETFs), comparing the market to a casino as extreme speculation amplifies volatility. South Korean individuals have poured approximately $10 billion

According to Guru Club, New York crude oil fell below $90 on July 25, declining more than 2% intraday.

Tesla stocks plunged 14.5% to close at $319.69 on April 23 (local time) following the company's Q2 earnings announcement, erasing approximately $215 billion (about 320 trillion won) in market capitalization. The crash was triggered by Q2 adjusted net profit of $1.2 billion—a 17.0% year-over-year

According to BlockBeats, on July 25, data shows that since January 2004, broad money supply (M2) growth in major developed economies has significantly exceeded nominal GDP growth: Canada's M2 rose 368% versus GDP growth of 159%; the U.S. saw M2 increase 279% versus GDP growth of 171%; France's M2 gr

Lanacheng Biotech, a radiopharmaceutical company focused on oncology diagnostics and treatment, recently filed for a main board listing on the Hong Kong Stock Exchange, with China International Capital Corporation serving as exclusive sponsor, according to the company's prospectus. The Yantai-based company has completed four rounds of external financing since its 2021 founding, achieving a post-funding valuation of 3.291 billion yuan following its Series C financing in 2025. Lanacheng currently

According to Goldman Sachs' latest estimates, U.S. IPO fundraising is projected to reach $225 billion in 2026, the highest on record. Year-to-date, IPO fundraising has already exceeded $125 billion, surpassing 2021's full-year record of $120 billion. However, the number of completed IPOs stands at 5

Lee Kwang-hee, a 36-year-old associate at Korea Investment & Securities, achieved a 25.6% return and 3rd place in the H2 2025 Hankyung Star Wars competition. Lee advocates holding semiconductor stocks unconditionally while targeting overlooked stocks showing volume surges after price drops. He

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, hitting its lowest level since December 2020.

According to BofA Securities data cited by SeekingAlpha, a group of seven industrial-focused semiconductor stocks—including Texas Instruments, Analog Devices, NXP Semiconductors, Microchip Technology, ON Semiconductor, STMicroelectronics, Infineon, and Monolithic Power Systems—fell