Global TradFi & Macroeconomics

President Lee Jae-myung held a dinner meeting with global AI industry leaders and major Korean business executives in San Francisco on May 24 (local time) to discuss Korea-US AI industry cooperation. The meeting brought together NVIDIA CEO Jensen Huang, Broadcom President and CEO Hock Tan,

According to MarketWatch, U.S. semiconductor stocks fell sharply on Friday (July 24), with the iShares Semiconductor ETF (SOXX) closing down 4.40%. Major chip makers were hit hard: Intel dropped 7.89%, Micron fell 6.99%, Coherent plunged 9.84%, and Lumentum declined 8.47%. Mizuho Securities

On Friday, July 24, Trump's administration announced a Section 301 investigation against the European Union, citing EU antitrust fines imposed on American tech companies including Google and Apple. Trump stated on Truth Social that the EU was "plundering American businesses," warning that

According to NEWSIS, SK Telecom ended trading on July 26 up 0.50% at 100,000 won but surged nearly 5% during the session amid a market selloff, as analysts raised valuations citing the company's Anthropic stake and AI data center expansion. Securities firms unveiled bullish targets, with Shinyang S

According to Xinhua News Agency, on July 25, Kuwait Petroleum Corporation signed a $16 billion agreement with a consortium of international investors including Blackstone, Brookfield Asset Management, and KKR to develop Kuwait's crude oil pipeline infrastructure. Kuwait Petroleum will establish a

South Korea's KRX gold market recorded a daily average trading volume of 239,116g this month, down 49.0% from last month's 469,019g, according to Korea Exchange data released on the 26th. Daily average trading value fell 51.5% to 47.009 billion won from 97.012 billion won. The sharp decline

According to Korea Exchange (KRX) on July 26, physical gold trading volumes in the country's spot market plunged 49% month-over-month to 239,116 grams in July, with trading value halving to 47.09 billion Korean won. Compared to January, volumes dropped 77.1% and values fell 80.6%. Gold prices also d

According to The Kobeissi Letter on X, global stock market capitalization reached a record $166 trillion this month, representing 137% of global GDP—approaching historical peak levels. The U.S. accounted for approximately $77 trillion or 46% of the global

According to SoSoValue data, Bitcoin spot ETFs recorded total net outflows of $240 million on July 24 (U.S. Eastern Time). BlackRock's IBIT led the outflows with $212 million, while Fidelity's FBTC saw $27.9 million in outflows. IBIT has accumulated $60.39 billion in net inflows since inception, whi

Individual investors in South Korea purchased over 450 billion won worth of Samsung Electronics and SK Hynix single-stock leveraged products in a single trading session, according to data from Korea Exchange and KOSCOM CHECK on the 26th. This marked a sharp reversal after three consecutive days of s

Geumyang, a Korean secondary battery-themed stock facing delisting, postponed its 405 billion won third-party capital increase payment date to September 30, marking the 9th delay in approximately one year. The original payment date was June 30. The delay undermines the company's core argument for

According to E-Daily, on July 26, Geumyang postponed the settlement date for its 405 billion won third-party capital raise from a Saudi investment firm to September 30, 2026. This marks the ninth delay in one year, originally scheduled for June 30. The postponement is critical as the company is

Strategy leads all publicly traded companies with 843,775 BTC worth approximately $58 billion as of July 25, 2026, according to data from bitcointreasuries.net. The top ten corporate bitcoin holders reveal a stark performance divide in 2026, with mining companies like Riot Platforms gaining 73%

According to BlockBeats, Michael Burry increased short positions in semiconductor stocks on July 26, purchasing put options at $933.86 for Micron Technology (MU), $210.28 for Nvidia (NVDA), and $535.83 for semiconductor ETF SOXX. He also established additional short exposure in Caterpillar (CAT) at

According to BenchLife, Nvidia issued GPU package (GPU plus video memory chips) pricing increase notices to downstream manufacturers this week, impacting GDDR7 and earlier-generation GDDR6 memory modules across RTX 5050 and older graphics card models. The primary driver remains surging video memory

According to Coinglass data cited by ChainCatcher, the Crypto Fear and Greed Index currently stands at 27, indicating panic status and up 1 point from yesterday. The 7-day average is 28, while the 30-day average stands at 23.

Korean retail investors purchased 502.13 million USD (approximately 734.6 billion KRW) in SK Hynix American Depositary Receipts (ADR) during the one-week period from July 17 to July 24, according to Korea Securities Depository on July 26. The buying spree in SK Hynix Stocks reflects expectations

The KONEX stock market recorded a market capitalization of 3.2919 trillion won as of the 24th, according to Korea Exchange data released on the 26th. The market has seen its market cap fall by more than half from the 7 trillion won level reached in 2018-2019, driven by declining new listings and

According to Financial News, overseas retail investors purchased $502.13 million worth of SK Hynix American Depositary Receipts (ADRs) during the week of July 17-24. Since the ADRs' Nasdaq listing on July 10, cumulative net purchases have reached $675.54 million. The ADRs closed at $154.57 on July

According to Korea Exchange, South Korea's KONEX market capitalization fell to 3.29 trillion won as of July 24, marking a 53% decline from 7 trillion won in 2018-2019. Daily average trading volume dropped to 628.85 million won this month, the lowest level