Global TradFi & Macroeconomics

According to Bloomberg, gold and Bitcoin ETFs attracted a record $7 billion in combined inflows over the past five trading days (ending August 27), with the SPDR Gold ETF (GLD) receiving nearly $3.4 billion and BlackRock's Bitcoin spot ETF (IBIT) receiving $1.5 billion. Both funds ranked among the t

KB Securities projects Samsung Electronics will deliver a 'double surprise' in the second half through improved earnings and large-scale shareholder returns totaling 110 trillion won. Analyst Kim Dong-won stated the second half will mark a turning point where Samsung's profit strength levels up

According to KB Securities, Samsung Electronics is expected to deliver a "double surprise" in the second half of 2026, combining improved earnings and massive shareholder returns, the firm announced on August 27. The brokerage forecasts Samsung's Q3 operating profit will reach 111 trillion won,

According to external reports, Malaysia Derivatives Exchange crude palm oil futures are expected to decline Thursday morning, pressured by a further drop in Brent crude oil futures during Wednesday's electronic trading session and weakening export demand. Iran and Oman are engaged in negotiations

Nvidia reported second-quarter earnings Wednesday that exceeded topline expectations, sending the stock up 4% in extended trading. CFO Colette Kress projected 70% revenue growth for 2028, describing the forecast as a 'supply-constrained outlook.' Analysts on the earnings call focused on the growth p

According to Nvidia's earnings call on Wednesday, the chipmaker guided for 70% revenue growth in fiscal 2028, sending shares up 4% in extended trading. CFO Colette Kress described the outlook as "supply-constrained," with CEO Jensen Huang indicating unconstrained growth would be significantly

Twelve banks including Bank of America, Wells Fargo, and Santander are pursuing a joint stablecoin issuance project, The Wall Street Journal reported on the 27th Korean time. The initiative marks a strategic shift as traditional banks move to adopt stablecoin technology after previously opposing

Japanese investors shifted to net selling foreign stocks during the week ended August 21, with an outflow of 869 billion yen, reversing from a net inflow of 1,391.3 billion yen in the previous week.

For the week ending August 21, foreign investors purchased 435.2 billion yen in Japanese government bonds, reversing the prior week's outflow of 1,249.9 billion yen.

Oracle, which has suffered severe underperformance compared to major technology stocks in recent months, is expected to stage a strong rebound according to Citigroup analyst Tyler Radke. Radke pointed to technical factors including investor capitulation and forced selling that created historically e

Major Korean securities firms including Hana Securities are updating their 'Best Execution Standards' disclosure documents ahead of Korea Exchange's (KRX) after-market launch on September 14. The revisions prepare automated order routing (SOR) systems to direct investor orders to the most

Morgan Stanley analyst Adam Jonas maintains an Overweight rating on SpaceX stocks with a $300 price target, citing the company's Louisiana spaceport development plan as a positive catalyst. Jonas's assessment comes as SpaceX announced plans to invest $100 billion in developing

According to Arkham monitoring data, Fidelity customers made net purchases of $413.1 million in bitcoin over the past 9 days, with net inflows recorded on every trading day. Since the launch of spot bitcoin ETFs, Fidelity customers have accumulated over $10 billion in total bitcoin purchases.

According to Yonhapinfomax, USD/KRW 1-month NDF rose to 1,385.10 won (mid-price) on August 27, reflecting strength in the U.S. dollar driven by inflation pressures. The rate increased by 0.55 won compared to the Seoul foreign exchange spot rate of 1,384.80 won on the previous day, after adjusting fo

According to Yonhap Infomax, South Korea's Korea Exchange (KRX) is set to launch its AfterMarket (evening trading session) on September 14, with major securities firms including Hana Securities publishing updated best execution standards that formally include ETFs and ETNs as eligible

According to Citigroup analyst Tyler Radke, on August 26, Oracle (NYSE:ORCL) has fallen approximately 25% over the past three months due to technical selling and margin concerns, while Big Tech peers gained an average of 10% over the same period. Radke said the sharp undervaluation, combined with im

Japan recorded net outflows of 1.9784 trillion yen in foreign bond purchases for the week ending August 21. The previous week's figure was revised upward to 1.1373 trillion yen from the initially reported 1.1351 trillion yen.

According to Morgan Stanley analyst Adam Jonas on August 26, SpaceX is rated Overweight with a $300 price target, while the current stock price sits around $136. Jonas positively assessed SpaceX's plan to develop a space launch facility in Louisiana with 15 launch pads, noting the company only

According to Yonhap Infomax, South Korea's Korea Exchange (KRX) has postponed the introduction of exchange-traded fund (ETF) trading during extended market hours originally scheduled for September 14. Asset managers and liquidity providers cited difficulties in calculating real-time estimated net as

Foreign investors turned net sellers of Japanese stocks in the week of August 21, with net outflows of 764.1 billion yen. The previous week's figure was revised to 622.4 billion yen from the initially reported 621.2 billion yen.