Global TradFi & Macroeconomics

Korean power equipment stocks fell sharply on July 24, with Hyosung Heavy Industries dropping 44.8% from its May high to 2.681 million won, HD Hyundai Electrics declining 44% to 810,000 won, and LS Electric falling 39.7% to 202,000 won. Analysts attribute the correction to fund rotation toward

According to WSJ senior markets columnist James Mackintosh on July 26, SK Hynix American depositary receipts (ADRs) have traded at a 16-51% premium to the company's Korean-listed shares since beginning trading on Nasdaq on July 10. The substantial premium is driven by limited ADR supply relative to

According to The Block, on Sunday (July 26), Michael Saylor posted MicroStrategy's StrategyTracker chart showing 843,775 BTC worth approximately $54.4 billion with the caption "We're gonna need another color." It marks his fifth Sunday tracker post since the company last disclosed a bitcoin

According to Wall Street Journal senior market columnist James Mackintosh, SK Hynix's American Depositary Receipts (ADRs) are trading at a significant premium relative to the company's Korean-listed ordinary shares on July 26. Mackintosh characterized this premium valuation as another signal of

According to Goldman Sachs, on July 26, oil-linked ETNs surged in July as escalating Middle East tensions pushed international crude prices higher. The investment bank forecasts Brent crude could exceed $120 per barrel in the fourth quarter if regional conflicts intensify further. Energy-related

US biotech firm Ingeniaterapeutics conducts public subscription for Korean stocks on dates 30-31, according to investment banking industry sources on date 26. Vehicle display specialist NeoView re-lists on the KOSDAQ market on date 27 following a spin-off from TOBIS. The IPO activity occurs as the K

According to investment banking sources, U.S. biotech company Ingeniatx will accept public share subscriptions from July 30-31, with the company pursuing listing via Depositary Receipt (DR). Ingeniatx develops antibody-based treatments for kidney disease by protecting and restoring microvessels.

Bank of America's Bull & Bear Indicator rose to 9.6 on July 24, hitting its highest level since 2021 and triggering a 'sell' signal for the 17th time since 2002, according to strategist Michael Hartnett and the bank's team. The indicator, which uses contrarian logic to measure investor sentiment, si

Samsung Electronics and SK Hynix are scheduled to release Q2 earnings during the last week of July. Samsung Electronics will disclose finalized Q2 results on July 30 at 10:00 AM after reporting preliminary revenue of 171 trillion won (up 129.3% year-over-year) and operating profit of 89.4 trillion w

Samsung Electronics and SK Hynix are set to release their second-quarter earnings this week (late July), alongside planned earnings reports from Microsoft and Apple, according to corporate schedules. The releases come as the U.S. Federal Reserve prepares to convene its FOMC meeting to determine

JoongAng Group bondholders' legal representatives submitted an accounting review request to South Korea's Financial Supervisory Service (FSS) on the 24th, targeting five group affiliates including JTBC, JoongAng Holdings, Dabo JoongAng, Contentree JoongAng, and Megabox JoongAng, the legal team

Bitcoin price recovered above $64,000 over the weekend after President Donald Trump paused U.S. strikes on Iran Friday night while diplomatic talks with Tehran continued. Trump ordered the military to halt strikes after 13 straight nights of American bombing, saying the U.S. remained "locked and

According to Glassnode and CryptoQuant data, Bitcoin recovered above $64,150 over the weekend as President Trump paused U.S. military strikes on Iran, allowing diplomatic talks to continue. Trump said the U.S. remained positioned to respond but had halted strikes on Friday to maintain backchannel di

The US Commodity Futures Trading Commission (CFTC) on Friday issued its second warning this year to prediction markets operators regarding self-certification practices for event contracts. The regulatory advisory, released July 24, targets platforms submitting broad template-style certifications

According to South Korea's Financial Supervisory Service (FSC), domestic market return accounts (RIA) reached 313,594 as of late June 2026, with total balances hitting 2.656 trillion won. The accounts surged approximately 3.8-fold in account count and 6.4-fold in assets from end-March, reflecting he

Tokenized products tracking SK Hynix ADR prices reached a combined market capitalization of 65.9 million USD (approximately 964 billion KRW) as of 3PM on the 25th. The growth follows SK Hynix's American Depositary Receipt listing on US exchanges on the 10th (local time), with investment demand

According to CoinMarketCap, tokenized products tracking SK Hynix ADRs reached a combined market cap of $65.9 million as of July 25 at 3 p.m. The largest offering is XStock's SKHYx, traded primarily on OKX exchange, with a market cap of approximately $49.9 million. Additional products include

Strategy Inc. Executive Chairman Michael Saylor posted the company's bitcoin acquisition chart on July 26 with the message 'We're gonna need another color,' renewing speculation about another purchase. Strategy holds 843,775 BTC purchased for $63.69 billion according to its latest regulatory

According to a July 26 X post by Michael Saylor, Strategy Inc. (Nasdaq: MSTR) holds 843,775 BTC purchased for $63.69 billion, with an average acquisition price of $75,653 per coin. Saylor shared the company's bitcoin acquisition chart with the remark, "We're gonna need another color," renewing

According to BlockBeats, Mango Labs founder @dov_wo said on July 26 that he has taken a long position in Changhong Memory Technology (CXMT), describing it as a rare 1:5 risk-reward opportunity where the stock could decline 20% or rally 100%. The founder cited low circulation ratio, regulatory