Global TradFi & Macroeconomics

Chinese DRAM leader Changxin Memory Technologies (CXMT) posted explosive growth in its first earnings report following its IPO, raising concerns for South Korean semiconductor majors Samsung Electronics and SK Hynix. The surge underscores accelerating momentum in China's memory chip push, as CXMT ra

Serenity, a prominent X-based investment content creator, recently criticized the trend of paid investment research and reaffirmed his commitment to free, public sharing of investment logic and research. In a statement, he described a troubling pattern where creators first compete for the same

According to Guru Club, Venezuela's interim president Delcy Rodriguez disclosed details of an oil agreement with the United States on August 30, targeting daily production of 1.5 million barrels from 17 oil fields over 25 years. The agreement sets crude prices at $69 per barrel, with the

Since early 2025, the Trump administration has executed roughly 30 equity and quasi-equity transactions totaling nearly $27 billion, converting federal grants and loan authorities into direct ownership stakes in private companies, according to market strategists. The government now holds a 10% equit

According to APK-Inform, Ukraine's main grain exports increased 28% during the week of August 20-26, reaching 240,900 tons.

According to investment banking and credit rating industry sources, South Korean securities firms are advancing credit default swap (CDS) securitization transactions for U.S. tech giants Meta and Nvidia on August 30. Meta's first CDS transaction is being structured at a scale of 10-20 billion Korean

According to MoneyToday research, TLB initiated coverage on August 26 with a buy rating and a target price of 530,000 Korean won. The South Korean company supplies TSOCAM (memory modules) to domestic and overseas memory manufacturers supporting Nvidia's new Vera CPU, which is experiencing

According to Ki Young Ju, CEO of Cryptoquant, on August 27, international institutional demand and exchange-traded fund adoption outside the United States could drive the peak of bitcoin's current bull cycle. Ju highlighted barriers to regulated bitcoin investment access globally, noting that

According to PR Newswire, Bullish this week announced a $100 million debt facility to USD.AI for GPU-backed AI loans. The NYSE-listed institutional crypto platform will leverage the funds to support lending to artificial intelligence infrastructure firms, using their graphics processing units as

According to Chicago Federal Reserve President Austan Goolsbee, on Friday, August 28, he endorsed Chair Kevin Warsh's view that inflation-fighting must be the Federal Reserve's top priority. "Our inflation rate has remained above target, and we are not yet out of the woods," Goolsbee said in an

According to Grayscale, on August 25, Zcash's spot ETF began trading on NYSE Arca under ticker ZCSH, expanding market access for ZEC investors. Grayscale Head of Research Zach Pandl said ZEC could continue capturing market share from Bitcoin through its privacy features and cross-chain

According to @MarioNawfal, U.S. gas prices surged by approximately $1.25 per gallon in August amid ongoing geopolitical tensions linked to the Iran conflict. The American Automobile Association recorded the national average price of regular gasoline at $4.081 per gallon, up significantly

According to Goldman Sachs Research analysts Lina Thomas and Daan Struyven, gold will hit $4,900 per troy ounce by year-end, driven by elevated central bank demand. Central banks are expected to purchase 50 tonnes monthly this year, representing a 300% increase from 17 tonnes per month

According to Korea Exchange, as of August 27, 26 initial public offerings (IPOs) listed in South Korea this year have declined an average of 25.62% from their offering prices, with 22 companies trading below their IPO valuations. The data reflects persistent challenges in the IPO market as

According to tech analyst Dwarkesh Patel, Buffett-style stocks—those that rely on stable long-term cash flows to justify valuations—may face significant repricing as global capital accelerates toward AI infrastructure. With OpenAI and Anthropic rapidly expanding computational capacity, investment

According to Fundstrat analyst Mark Newton, Nvidia's recent market moves, coupled with global liquidity conditions, have altered the market landscape across various asset classes. Nvidia, the world's largest company by market value, is trading near $217.55 with a market cap estimated between $5.3 tr

According to Crypto Briefing, the U.S. Treasury announced in late August plans to double the size of its regular buyback operations from $2 billion to at least $4 billion per operation, with the expanded program set to begin on September 9. The move is part of Treasury Secretary Scott Bessent's "Tre

IonQ finalized its $1.8 billion acquisition of SkyWater Technology on July 31, bringing semiconductor design, fabrication, and packaging in-house for its quantum platform. SkyWater shareholders received $15 in cash plus 0.4883 IonQ shares per share held, totaling approximately $741 million in cash a

According to Korean Investment & Securities, investors with over 1 billion KRW in assets net purchased 368.2 billion KRW of Samsung Electronics preferred shares during the week of August 21-27, driven by expectations of the company's 30 trillion KRW special dividend announced on August 21. SK

According to Edaily, nuclear-related exchange-traded funds (ETFs) in South Korea led weekly gains among domestic stock funds this week. The rally was driven by reports that the U.S. proposed South Korea invest in Westinghouse Electric's stake, which could ease longstanding intellectual property