Global TradFi & Macroeconomics

Citrini Research, which warned at the start of the year about artificial intelligence's negative impact on labor markets, identified Qualcomm and Meta Platforms as next-generation AI beneficiary stocks in a recent report released on the 21st local time, even after the sharp decline in AI-related sto

South Korea's agricultural, livestock, and fishery import price index rose 10.8% in June compared to the same month last year, marking the first double-digit increase in 42 months, according to data from the Korea Trade Statistics Promotion Agency released on July 22. The surge was driven by the

Tesla faces its Q2 earnings report on July 22 (local time) with Wall Street analysts prioritizing the company's robotaxi and humanoid robot strategy over traditional electric vehicle sales metrics. Recent vehicle delivery figures exceeded market expectations, signaling recovery in the automotive

According to Business Insider on July 21, Wall Street investment banks are pivoting focus from Tesla's electric vehicle sales to its Physical AI strategy—including robotaxis and Optimus humanoid robots—as the company prepares to release second-quarter earnings on July 22. BofA maintained a "Buy" rat

According to Business Insider, on July 21, Citi Research attributed recent AI-related stock declines primarily to forced liquidation of overleveraged positions rather than deteriorating fundamentals or geopolitical risks. The research firm identified Qualcomm, Meta, and GitLab as key beneficiaries i

According to Korea Trade Statistics Promotion Agency, in June, the agricultural import price index rose 10.8% year-on-year to 128.3, marking the highest monthly increase since December 2022. The surge was primarily driven by a stronger dollar, with the USD-KRW exchange rate reaching an average

According to The Block, cryptocurrency trading platform Uphold launched fractional trading for over 4,000 U.S. stocks and ETFs on Tuesday for American customers. The service supports 24/7 trading throughout the week. When exchanging cryptocurrencies for stocks, Uphold converts users' digital

According to The Block, Solana and Hyperliquid ETFs have captured nearly 80% of non-Bitcoin and non-Ethereum ETF trading volume as of today, July 22. Solana's ETF holds $904 million in assets under management, while Hyperliquid's ETF, which launched just two months ago, has attracted $350 million in

Japan's Nikkei 225 index gained 1.1% during today's trading session.

According to Bitget, South Korea's KOSPI index hit 7,100 points on July 22, up 5.27% at market open. Among major components, Samsung Electronics rose 5% and SK Hynix gained 7%. Separately, Japan's Nikkei 225 index opened 253.91 points higher, up 0.38% to 66,486.10.

According to Semafor, on July 22, Intel and SK Hynix denied conducting deal negotiations regarding Intel's fabrication plant in Ohio. Intel stated it does not comment on media speculation about future business agreements but remains committed to developing its Ohio operations and will continue

US 2-year Treasury yields surged over 80 basis points since late February to 4.2063%, significantly exceeding the Federal Reserve's current policy rate range of 3.5% to 3.75%. The yield spike reflects investors pricing in imminent rate hikes through actual market positioning, with the Bloomberg US F

According to market pricing data, the U.S. 2-year Treasury yield surged over 80 basis points to 4.2063% this week, exceeding the Federal Reserve's current 3.5%-3.75% policy rate band. The jump signals financial conditions are tightening sharply. Historically, the 2-year yield has led actual rate hi

According to preliminary Q4 results disclosed on July 21, Supermicro reported new orders surpassing $60 billion with gross margins significantly exceeding expectations. The AI server manufacturer's stock surged 17% in after-hours trading. Dell rose approximately 5% and Hewlett Packard Enterprise

According to Odaily, ship traffic through the Hormuz Strait fell nearly 50% to 127 vessels during the week ended July 19, down from 248 vessels the previous week, amid escalating U.S.-Iran tensions. Brent crude declined to $91.26 per

According to an analysis by Seoul Economic Daily based on investment portfolios of 25,000 high-net-worth individuals (with over 10 billion Korean won in financial assets), wealthy investors in South Korea actively purchased leveraged single-stock ETFs linked to Samsung Electronics and SK Hynix

Bitcoin recovered to the $66,000 level on the 21st (US local time), reaching a one-month high of $66,100 during trading as bargain buying inflows strengthened the cryptocurrency. The rally came as the Asian semiconductor stock selloff that had pressured crypto markets the previous week eased, with t

Korea Midland Power (KOMIPO) successfully issued a $300 million Eurobond (RegS format) following a bookbuilding process conducted the previous day across Asia and Europe. The state-owned power generation subsidiary raised funds through a climate transition finance bond, achieving a final spread

Bank of China Seoul Branch applied to South Korean financial authorities on the previous day for a financial investment business license to trade government bonds. The application seeks investment trading authorization (excluding underwriting) for government bonds, local bonds, and special bonds,

According to Yonhapinfomax, on July 22, the USD-KRW one-month NDF rose to 1,482 won (mid-point), up 9.4 won from the previous day's spot close of 1,473.40 won. The U.S. dollar index climbed above 101 following remarks by President Trump indicating unwillingness to engage with Iran, while Middle