Global TradFi & Macroeconomics

According to Yonhap Infomax, the dollar-won exchange rate held near 1,386 won on August 27 as markets awaited the Bank of Korea's monetary policy decision. The central bank's Financial Monetary Committee is expected to decide between maintaining the base rate or raising it by 25 basis points to 3.00

According to Guru Club, spot silver surged $1 on August 27, reaching $69.12 per ounce with a gain of 1.47%.

According to WSTS data, the global semiconductor market reached $368 billion in Q2 2026, with 35% quarter-over-quarter growth and 104% year-over-year increase, driven primarily by AI chip demand. Storage manufacturers led the gains, with SK Hynix and SanDisk up 51% and Kioxia climbing 76% quarter-o

According to BlockBeats, Michael Burry disclosed his latest holdings on August 27, with short stock positions now exceeding 21% of his portfolio. Burry purchased Nvidia (NVDA) call options as a hedge while increasing short positions in Nvidia, along with adding to short bets in Oracle (ORCL),

SK Group announced on the 25th that SK Innovation will absorb its battery separator subsidiary SK IE Technology through a merger, as the conglomerate conducts large-scale restructuring of its electric vehicle-related businesses. According to industry sources on the 27th, the merger decision stems

The US Treasury announced last week plans to potentially double its long-term Treasury bond purchases to $4 billion, with Treasury Secretary Scott Bessent also considering utilizing the approximately $1 trillion Treasury General Account (TGA) for expanded bond buying operations. The measures aim to

According to Yonhapinfomax, SK Innovation announced on August 25 the merger of its subsidiary SK IE Technology (SKIET), which manufactures separator films for EV batteries, citing persistent market weakness and competitive pressures from Chinese rivals. SKIET recorded consecutive annual losses of 29

According to Business Insider, the U.S. Treasury announced on Aug 26 that it plans to double long-term bond purchases to $4 billion, part of efforts to lower rising Treasury yields driven by inflation concerns. Treasury Secretary Scott Bessent also indicated the department is considering utilizing a

According to Yonhapinfomax, Hyundai Motor on Aug 26 renamed its shareholder return indicator from TSR (Total Shareholder Return) to TPR (Total Payout Ratio) at its annual investor day, while maintaining its 35%+ payout target through 2027. The change addresses confusion with the global financial

According to Yonhapinfomax, Hyundai Motor on August 26 renamed its shareholder return metric from TSR (Total Shareholder Return) to TPR (Total Payout Ratio) at its annual investor day. The 2025–2027 shareholder return target remains unchanged at 35% or above. The renaming addresses a terminology

BlackRock Digital Assets head Robbie Mitchnick said on Aug. 27 that Bitcoin’s recent rise is closely linked to the U.S. $40 trillion debt problem. U.S. Treasury data released Wednesday showed that federal debt had reached $40.05 trillion as of Aug. 18, more than double the 2017 level. Bitcoin posted its strongest three-day gain since 2023 last week but has since fallen back below $80k. BlackRock Digital Assets Head Links Bitcoin Rebound to $40 Trillion Debt Problem BlackRock Digital Assets head

According to iNews24, on August 27, U.S. President Donald Trump signed an executive order regulating imports of Chinese power equipment, prompting Korean power equipment makers including Hyosung Heavy Industries, HD Hyundai Electric, and LS Electric to rise sharply. As of 9:46 a.m., Hyosung Heavy In

According to South Korea's stock exchange, major Korean power equipment companies surged 4-11% on August 27 after U.S. President Donald Trump signed an executive order barring equipment from 'hostile nations' from America's national power grid. The order, aimed at protecting U.S. critical

According to the Shanghai Gold Exchange, on August 27 morning trading, Gold T+D declined 0.76% to 993.95 yuan per gram, while Silver T+D fell 0.62% to 16,609.0 yuan per kilogram.

SC crude oil main contract rose 2% during intraday trading on August 27, with the latest price at 575.80 yuan per barrel.

China's futures markets opened with mixed trading this morning, with soda ash (pure alkali) and ethylene glycol (EG) declining over 2%. Tin, platinum, polyester staple fiber, palladium, paraxylene, and methanol fell over 1%, while caustic soda, PTA, and polyvinyl chloride (PVC) dropped nearly 1%.

The UK Maritime Trade Operations reported that a tanker was struck by an unidentified object in the Strait of Hormuz, causing a fire aboard the vessel. The fire has been brought under control, all crew members have been accounted for and confirmed safe, and no environmental impact has been

Bitcoin traded around $78,786 on August 27. In the week ending August 21, gold- and Bitcoin-related funds attracted more than $7 billion in combined five-day inflows—the highest total ever recorded for any five-day period, according to Bloomberg senior ETF analyst Eric Balchunas, who described the phenomenon as the “debasement trade,” or a bet on assets that governments cannot dilute by printing money. Five-Day Combined Inflows of Bitcoin and Gold ETFs Hit a Record $7 Billion According to Balchu

Nine of 11 companies that listed on Korean stock exchanges in the second half of the year are trading below their offering prices, with an average return of -25.61%, according to Korea Exchange data released on the 27th. The decline coincides with a sharp correction in the KOSPI and KOSDAQ

According to the Bank of Korea, the central bank raised its 2026 GDP growth forecast to 3.3% from a prior estimate of 2.6%. The CPI inflation forecast for 2026 remains unchanged at 2.7%, consistent with the May