Global TradFi & Macroeconomics

According to Yonhapinfomax, on August 27, South Korea's banking system recorded a reserve deficit of 3.88 trillion won but maintained a cumulative reserve balance surplus of 30.99 trillion won. The overnight call rate stood at 3.008%, with trading volume reaching 17.81 trillion won. Market

According to Shanghai Steel United, battery-grade lithium carbonate (MMLC) midpoint pricing rose to 153,050 yuan/ton today, up 850 yuan/ton from yesterday's 16:30 close.

According to Jin10 data and shipping tracker Kpler, preliminary transit data published Friday showed that five bulk commodity vessels passed through the Strait of Hormuz on Thursday, down from 17 the previous day and below the 10-day average of 15 vessels. The five transiting ships included two

According to Jin10, as of August 28 at 10:30 AM, gold bars from major Chinese banks and brands declined, with most prices lower. Laomiao Gold posted the largest drop at 11 yuan per gram compared to the previous day, followed by Chow Sang Sang and Ya Yi Gold.

Japanese stocks opened higher on August 28 morning, with the Nikkei 225 index rising 370.58 points (0.56%) to 66,502.56 as of 9:13 AM local time. The TOPIX index gained 26.46 points (0.64%) to 4,143.68. The gains followed optimistic earnings guidance from Nvidia that lifted Wall Street overnight, th

According to Barron's, Berkshire Hathaway's stock price rose only 1.38% year-to-date as Warren Buffett turns 96 on August 30, significantly underperforming the S&P 500's 13% gain. Despite stepping down as CEO earlier this year, Buffett remains heavily involved in investment decisions as chairman, gu

Taiwanese component distributors confirmed in August that NVIDIA will cut production across the entire RTX 50 lineup, making it significantly more difficult to obtain; PC Partner Group warned in its August financial report that H1 2026 graphics card shipments would decline noticeably from H2 2025, with production expected to tighten further in the second half and entry-level graphics cards facing more severe shortages. Affected by the crowding-out effect of AI, the RTX 5090 is being sold by dist

According to Yonhap Infomax, Japan's Nikkei 225 index rose 370.58 points (0.56%) to 66,502.56 as of 9:13 AM on Aug 28, while the TOPIX index gained 26.46 points (0.64%) to 4,143.68. The rally was supported by overnight optimism from Nvidia's earnings outlook on Wall Street, though Jackson Hole

South Korea's KOSPI index declined 79.17 points on the morning of August 28 amid foreign investor selling pressure, as markets awaited Federal Reserve Chair Kevin Walsh's Jackson Hole speech scheduled for later today. The market has adopted a cautious stance ahead of the Fed address. Domestic

According to The Fact, South Korean individual investors' margin trading debt surged to 33 trillion won three weeks after August's low, with borrowing costs rising to as high as 9% annually depending on customer tier and tenure. The debt increased by 5.7 trillion won in the three-week period,

According to Jin10, Shanghai gold quoted at 989.36 yuan per gram in early trading on Friday, August 28, trailing the international spot gold price of approximately 989.8 yuan per gram by 0.44 yuan.

According to Jin10 data, the Philippine peso broke the 1 USD = 62 PHP level on Friday, hitting a historic low of 1 USD = 62.25 PHP with a 0.6% decline. Traders are now watching for potential central bank intervention, with Sumitomo Mitsui Bank and Philippine China Bank previously marking 62 as a

KB Kookmin Bank economists projected on August 28 that the won will strengthen against the dollar as South Korea's central bank pursues rate hikes while the US Federal Reserve holds or cuts rates. The Bank of Korea raised its base rate to 3.00% with a 25 basis point increase at its August monetary p

CNBC's Jim Cramer stated on local time 27th that NVIDIA and Salesforce delivered strong quarterly earnings that refuted two prevailing bearish narratives about technology stocks on Wall Street. NVIDIA shares surged 8% and Salesforce shares jumped 22% following their after-market earnings

According to CNBC, CrowdStrike CEO George Kurtz said AI's rapid rise is exposing enterprise cybersecurity vulnerabilities, with even well-resourced companies struggling to defend themselves. Kurtz pointed to Anthropic's Mythos model, which has made cyberattacks faster and more complex. The growing t

Korean government bond futures opened lower on August 28, with 3-year futures falling 5 ticks to 103.46 and 10-year futures dropping 34 ticks to 105.99, according to Yonhap Infomax. The decline followed a slight rise in US Treasury yields overnight and market digestion of the September government bo

According to KB Kookmin Bank economists, South Korea's central bank raised the base rate by 25 basis points to 3.00% on August 28 in its second consecutive rate hike, citing preemptive response to inflation. The central bank also raised its economic growth forecasts for 2026

According to Yonhapnews, SK Telecom announced that it will spin off the data center and submarine cable business from its subsidiary SK Broadband to establish AI Data Center (AIDC) specialist company 'SK Horizon', raising 3.08 trillion won in combined funding from global private equity firm KKR and

Korean stocks fell over 1% on May 28 as the KOSPI index dropped 94.10 points (1.36%) to 6,818.27 by 10:46 AM local time, erasing the previous session's 1.53% gain. Foreign investors sold 396.5 billion won and institutions offloaded 52.1 billion won in net selling during morning trading. The

According to Reuters, on August 27, Nvidia reported second-quarter fiscal 2027 revenue of $96.21 billion, up 18% quarter-over-quarter and 106% year-over-year, beating expectations. Data center revenue reached $89 billion, up 117% annually. The company provided full-year 2028 guidance of