Global TradFi & Macroeconomics

According to BlockBeats, on August 4, ahead of SpaceX's first post-IPO earnings release, Deutsche Bank maintained its buy rating with a $255 price target. The bank's analysis shows that SpaceX's space operations and Starlink business, valued at approximately $1.35 trillion combined, are sufficient t

Capital One filed a motion to dismiss a federal lawsuit brought by the Trump Organization and Eric Trump in March 2025, defending its 2021 account closures as compliance-driven rather than politically motivated. The bank attributes the closures to months of internal anti-money laundering analysis co

Fortune REIT (00778) announced interim results for the period ending June 30, reporting distributable income of HKD 362 million, down 4.06% year-on-year, with an interim distribution of 17.5 HK cents per unit. The decline reflected carryover effects of prior-year rent adjustments and continued

On August 4, 2026, Beijing time, AMD closed at $484.64, up 1.78% on the day and down 12.21% over the past month, while its cumulative gain since the beginning of 2026 still reached 116.87%, climbing from around $200 at the beginning of the year to nearly $500 currently. This price movement has far exceeded the scope of an ordinary individual stock trend—it is reshaping the most fundamental economic model in the AI industry chain: the capital cost of computing power. Sou

Giant Tao Ocean Oil Services Limited (HK:03303) expects a net loss attributable to shareholders of 70-110 million RMB for the first half of 2026 ending June 30, compared to a profit of 56.05 million RMB in the same period last year. The company attributed the loss to delays in construction

According to Goodman Property Trust's (00778) interim results announcement, the distributable revenue for the six months ended June 30, 2026 stood at HK$362 million, down 4.06% year-over-year. The trust declared a mid-year distribution of 17.5 HK cents per unit. Total revenue declined 3.94% to HK$8

According to the Financial Investment Association of Korea, margin financing balance fell to 28.93 trillion Korean won on July 31, marking a decline of roughly 10 trillion won from its June 24 peak of 38.6 trillion won and the lowest level in six months as individual investors exit amid forced

According to financial data provider Fn Guide, as of July 31, South Korea's semiconductor-focused ETF products saw net assets surge to 64.7 trillion won in the first half of 2026, accounting for 35.5% of the total 138 trillion won increase across the entire ETF market. The proportion of semiconducto

According to Nikkei and Bloomberg, Japan's Ministry of Finance held a 10-year bond auction on August 4 that recorded the weakest demand in over a year. The bid-to-cover ratio fell to 2.56x, the lowest since May 2025, while the highest accepted yield reached 2.9%, marking a 30-year high since 1996. T

South Korea's core inflation, which reflects underlying price trend, rose to its largest gain in 27 months in July, according to official data. This came even as consumer and living prices fell to 2 percent levels for the first time in three months. The Bank of Korea faces a complex rate decision at

According to Fortune Magazine, Bridgewater Associates founder Ray Dalio warned in a recent CEO Diary appearance that the current AI-driven market bubble exhibits "classic characteristics" comparable to the 1929 Great Depression and the 2000 dot-com crash. Dalio identified two key triggers for a

According to ZhiTong Finance, Hang Seng Index August night futures opened at 25,818 points on August 4. As of 5:05 PM Beijing time, the August contract fell to 25,798 points, down 36 points or 0.139%, trading at a discount of 55 points. Trading volume reached 120 contracts, with open interest at 115

KOSDAQ surged 5.88% to close at 780.72 on May 4, marking a 21% rally over three trading days starting May 31 and triggering buy-side circuit breakers for three consecutive sessions—a first in market history. The rally was driven by biotech stocks amid government policy fund expansion toward 1

South Korea's Fair Trade Commission (FTC) announced on the 4th a policy plan to intensify monitoring of unfair support practices in food, logistics, and pharmaceutical sectors, with FTC Chair Joo Byung-ki presenting the measures to the President at the Blue House. The plan targets blocking

According to The Fact, on August 4, Samsung Electronics rose 0.2% and SK Hynix gained 0.6%, with single-stock leveraged exchange-traded funds tracking these shares rebounding in tandem. The leveraged ETFs, which

According to IB industry sources, SK Hynix shifted its bond market strategy on August 4, expanding investments beyond 1-year government and bank bonds to include 3-year corporate debt issued by card and securities companies. The semiconductor company has emerged as a major player in South Korea's bo

KOSDAQ-listed advanced materials company Webs faces delisting risk as of the 3rd with a market capitalization of 17.8 billion won, falling below the 200 billion won threshold required for continued listing. The delisting threat comes despite Webs maintaining three consecutive years of operating

According to Korean Economic Daily, SK Hynix stock has fallen 50% in the past month. Investors are anticipating a large-scale shareholder return plan as a catalyst to drive a rebound, with expectations buoyed by the lifting of restrictions on American Depositary Receipt issuance

According to the Financial Times, SpaceX's lock-up period expires on August 6, with approximately 912 million shares expected to enter the market. The unlock will increase tradable shares from less than 5% of total outstanding stock to approximately 12%, potentially creating near-term selling