Global TradFi & Macroeconomics

According to Palo Alto Networks CEO Nikesh Arora, on Friday, August 28, the AI-driven memory chip "supercycle" will eventually turn cyclical as excess profits attract innovation and cheaper production methods. "All supply constraints over time have to equate. When excess profits are made in a

According to Korean Economic Daily, South Korea's KOSPI index surged 23% over six months since February, yet 77% of the market's 803 listed companies experienced declining market capitalization. The concentration stems from capital inflows to mega-cap stocks Samsung Electronics and SK Hynix, which a

According to Yonhapinfomax, Korean FX swap points declined slightly on Aug 28. The 1-year maturity fell 0.10 won to close at -7.80 won, while the 6-month tenor dropped 0.20 won to -3.90 won and the 3-month tenor declined 0.20 won to -1.60 won. The 1-month tenor fell 0.20 won to -0.45 won. The

Poland's Finance Minister Domanski projects the country's GDP will grow 3% in 2027, according to recent statements.

In 2026, the software sector underwent a dramatic valuation reset. Traditional enterprise software giants such as Workday, Adobe, and Autodesk generally fell 30% to 50% from their year-to-date highs, significantly underperforming the Nasdaq Index over the same period. However, in stark contrast to their weak share prices, these companies’ revenue growth, operating margins, and free cash flow have not deteriorated in tandem—and some indicators have even continued to improve. The market is pricing

According to The Motley Fool, Pershing Square Capital Management, led by Bill Ackman, disclosed its most significant portfolio reshuffle as of June 30, 2026, in its latest 13-F filing. The fund entered positions in Netflix ($934 million, ranked 11th), Visa ($1.1 billion, ranked 8th), and

According to New Street Research analyst Pierre Ferragu, Tesla stock rose 3% on Thursday (August 28) as the analyst said Waymo's defensive stance on its sensor-heavy robotaxi system strengthened his bull case for the automaker. Ferragu responded to Waymo's post defending its use of cameras, lidar, r

According to Jin10, Ukrainian forces have conducted at least 21 attacks on Russian oil refineries in August 2026 to date, marking the highest monthly toll on record. Ukraine has targeted four of Russia's

According to Q2 earnings reports released on Thursday (Aug 28), CrowdStrike (CRWD), Okta (OKTA), and Zeta Global (ZETA) all soared to 52-week highs after posting strong quarterly results and receiving price target hikes from Wall Street analysts. CRWD jumped 20% to $229.08 on record revenue

Gate News reports that, according to an official announcement from Gate, Gate’s Stock Zone has launched pre-market trading for the SHEINUSDT (SHEIN) perpetual contract, settled in USDT and supporting 1x–10x leverage for both long and short positions. SHEIN is a leading cross-border fast-fashion e-commerce company that is expanding internationally. It sells products worldwide through a flexible supply chain centered on small-batch production and rapid response, and is listed in Hong Kong under a

According to China's State Administration of Foreign Exchange, the country's goods and services trade surplus reached $91.2 billion in July 2026. Exports totaled $424.2 billion while imports stood at $333 billion, with goods and services trade covering merchandise trade and services including

Japanese stock indices rose on August 28 ahead of Federal Reserve Chair Kevin Warsh's Jackson Hole Symposium speech. The Nikkei 225 gained 273.58 points (0.41%) to close at 66,405.56, while the TOPIX index climbed 29.49 points (0.72%) to 4,146.71, according to Yonhap Infomax World Stock Index

According to Meituan's Q2 earnings report, the company posted revenue of 104.64 billion yuan for the quarter ended June 30, 2026, a 14.4% year-over-year increase. Net income surged 490% to 2.155 billion yuan, while adjusted EBITDA reached 4.098 billion yuan, up 47.3% YoY. Core local commerce revenue

According to Istat, Italy's consumer confidence index came in at 94.5 in August, falling short of the expected 94.5 and showing a slight increase from the previous month's 94.2.

According to Istat, Italy's consumer confidence index fell to 94.5 in August, below the expected 94.6 and slightly above the previous month's 94.2.

Securities firms adjusted their outlook on Korean stocks during the recent week of August 22-28, with upward target price reports (47) exceeding downward reports (42) for the first time since last month's market decline. The KOSPI closed at 6788.88 on the 28th, down 1.79%, remaining below the 7000 l

According to Yonhapinfomax, Japan's Nikkei 225 index closed up 273.58 points (0.41%) at 66,405.56 on August 28, while the TOPIX index gained 29.49 points (0.72%) to 4,146.71. The gains were supported by overnight strength in U.S. markets and a rally in semiconductor and AI-related stocks.