Global TradFi & Macroeconomics

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

According to Kenneth Rogoff, Harvard economist and former chief economist at the International Monetary Fund, the Iran war represents only a "minor shock," while larger geopolitical crises such as a Taiwan conflict could trigger a significant U.S. debt crisis, he stated Friday at the Jackson Hole

According to Jim Cramer, host of CNBC's Investing Club, Nvidia posted record fiscal Q2 2027 revenue of $96.2 billion, up 106% year-over-year, in late August 2026. However, analysts raised concerns over the chipmaker's mounting financial commitments, estimated at $80 billion to $200 billion in peak l

On August 29, U.S. stocks declined after Federal Reserve Chair Kevin Warsh reiterated the central bank's 2% inflation target at the Jackson Hole Global Central Banking Conference. Warsh stated that if inflation does not clearly decline to the target, the Fed still has "more work to do," prompting tr

According to Korea Exchange data released on Aug 30, South Korean benchmark interest rates rose to 3% this month, marking the first time in 1 year 9 months. The rate hike triggered divergent performance across the financial sector: the KRX Bank Index surged 7.90% over the past week (Aug 21-28),

According to financial industry filings on August 30, KB Asset Management will launch the 'RISE Global AI NAND Memory Semiconductor' ETF on September 1, focusing on NAND flash and storage memory investments. The fund allocates 70 percent across four core NAND firms—Samsung Electronics, SK Hynix,

According to Korean Exchange data, the KOSPI index fell 124.07 points (1.79%) last week ending August 28, closing at 6,788.88. The market focus this week (August 31–September 4) is on whether the index can recover to the 7,000 level amid growing external

According to Coinglass data, the Crypto Fear and Greed Index stands at 68 today, up 1 point from yesterday. The 7-day average is 69, while the 30-day average is 44.

According to Korea Securities Depository, South Korean retail investors net purchased $7.04 billion in U.S. stocks from July 1 to August 27, equivalent to approximately 9.71 trillion won. This surpassed the 8.75 trillion won net purchases on the domestic KOSPI market during the same period and

According to SaveRo (Korean Depository for Securities and Exchange, Inc.), individual South Korean investors net purchased $70.3879 billion in U.S. stocks from July 1 to August 27. This exceeded the concurrent net purchase amount on South Korea's domestic securities market, as local retail investors

According to Goldman Sachs Research analysts Lina Thomas and Daan Struyven, gold is forecast to reach $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,

According to Financial News, on August 30, Korea ESG Standards Board (KCGS) recommended supporting Park Yu-kyung, an independent director candidate backed by Youngtae and MBK Partners, while opposing Baik In-kyou, proposed by Kores Zinc, for the company's September 9 shareholder meeting. KCGS

According to Korea Exchange, daily trading volume of single-stock leveraged ETFs fell 97.25% to 5.35 billion won on August 28, one month after new regulations took effect, down sharply from 19.4 trillion won on June 24. The decline reflects the impact of higher minimum deposit requirements, now

According to E-Daily on August 30, Mirae Asset Group is exploring acquisitions of brokerage firms in the United States and Japan as part of its global digital investment platform strategy. The company previously acquired Korbit, renaming it Digital X, and launched its MAPS (Mirae Asset Portfolio

According to Tom Lee, chairman of BitMine, speaking on CNBC on August 30, Nvidia's stock rose following strong earnings results, breaking the historical pattern where positive reports failed to drive price gains. This indicates investors continue to value fundamental performance. Tom Lee noted

According to latest earnings reports, Dollar General and Dollar Tree revealed on Thursday (August 27) that U.S. consumer spending is becoming increasingly bifurcated: lower-income shoppers are shifting toward discount retailers, while high-income households continue purchasing non-essential items. D

According to Guru Club, silver in off-exchange trading broke through $62 per ounce today (August 30), up 3% intraday.

According to Bank of Korea Governor Shin Hyun-sung on August 28, the Korean won is gaining resilience against external shocks. Speaking at the Jackson Hole Economic Symposium, his first conference attendance since taking office, Shin cited the recent decline of USD/KRW despite rising dollar index le

Since early 2025, the Trump administration has executed roughly 30 equity transactions totaling nearly $27 billion, converting federal grants and loan authorities into direct ownership stakes in private companies. The government now holds a 10% equity stake in Intel and a 15% stake in MP

Individual investors in South Korea net sold over 1.7 trillion won in single-stock leveraged and inverse ETF products linked to Samsung Electronics and SK Hynix from July 31 to August 28, according to data from South Korea's stock exchange and KOSCOM. The outflows occurred approximately one month