Global TradFi & Macroeconomics

According to Yonhapinfomax, on August 27, Bank of Korea Governor Shin Hyun-song called consecutive base rate increases an 'extraordinary measure', emphasizing the importance of preemptive response to control inflation expectations and minimize economic costs. Shin explained that early monetary

Five consumer stocks—Cracker Barrel Old Country Store Inc., Cheesecake Factory Inc., Victoria's Secret & Co., Airbnb Inc., and CarMax Inc.—have outperformed Nvidia Corp. in 2026 year-to-date stock gains, with returns ranging from 38% to 130% compared to Nvidia's 12% increase. The outperformance

Bank of Korea Governor Shin Hyun-song stated on the 27th that preemptive base rate increases will contribute to moderating housing price growth, following the central bank's decision to raise the benchmark rate by 25 basis points to 3.00%. The rate hike marks the second consecutive monthly increase

According to BlockBeats, JPMorgan Chase raised Nvidia's (NVDA) price target from $280 to $320 on August 27.

According to Morningstar data released on August 27, global ETF issuance in the second quarter reached 1,018 new funds, with actively managed ETFs accounting for 647 funds or 63.6% of the total. The United States led with 494 new ETFs (48.5% market share), followed by Ireland with 124 and China with

According to traders reported by financial media on August 27, Kuwait and Qatar are increasing crude oil exports via the Strait of Hormuz, with combined daily output recovering to 70% of pre-conflict levels, roughly 1.4 million barrels daily from a pre-conflict average of 2 million barrels. Total c

According to Wall Street Journal, Vietnam's trade surplus with the United States reached $114 billion in the first half of 2026, surpassing Mexico to become the country with the largest trade surplus to the U.S. This outcome is notable given Vietnam's economy is approximately one-quarter the size of

According to iNews24, Samsung Electronics and SK Hynix's combined shareholder return plans of approximately 150 trillion won are expected to weaken the Korean won against the US dollar, benefiting airline stocks. SK Hynix announced a 40 trillion won share buyback and cancellation plan on

Taiwan's Taiex weighted index closed up 0.3% at 45,975.22 points on August 27.

Bank of Korea Governor Shin Hyun-song assessed on the 27th that the dollar-won exchange rate has stabilized significantly after recent sharp declines but remains high compared to historical levels. The assessment came after the Monetary Policy Committee raised the base rate by 25 basis points

According to analysts Padhraic Garvey and Michiel Tukker from ING, on August 27, the U.S. 10-year Treasury yield is unlikely to break below 4.5% in the short term. The analysts expect the rate to remain in the 4.5%-5% range, with pressure for it to rise to 4.75%-5%

According to Reto Cueni, chief economist at Statholder Group, the market may slightly raise expectations for a Federal Reserve rate hike at its September meeting on August 27. However, Cueni noted that markets still likely expect the Fed to hold rates steady, a view shared by Statholder Group

According to Yonhapinfomax, SSG.com, jointly owned by Emart (controlled by Chairman Jeong Yong-jin) and Shinsegae (controlled by Chairman Jeong Yu-kyung), approved a personnel split of its lifestyle business division on August 27. The existing

According to CME data released on August 27, natural gas on August 26 saw trading volume increase 106,581 contracts to 507,560 and open interest rise 20,146 contracts to 1,767,876. Meanwhile, copper declined 704 contracts in volume to 102,341 and 4,505 in open interest to 278,794. Brent crude oil

Bank of Korea Governor Shin Hyun-song stated on the 27th that expansionary fiscal policy does not contradict tight monetary policy if it raises the potential growth rate. Speaking at a press conference held at the BOK headquarters in Jung-gu, Seoul, Shin responded to questions about whether the

US corporations posted record profit margins in Q2 2026, with after-tax profits as a share of gross value added reaching 19.4%, the highest level since the Bureau of Economic Analysis data series began in the 1940s, according to data released on August 26. Profits from current production

Ondo Finance's FXIon, a tokenized version of the iShares China Large-Cap ETF, has reached 59,000 holders as of mid-August 2026 across Ethereum, BNB Chain, and Solana. The token, which launched in late July 2025, carries an on-chain market cap of approximately $290K with a circulating supply of

According to Deutsche Bank strategists on August 27, the U.S. Treasury Department is expected to adopt more active intervention measures in debt management, including expanding its long-term Treasury bond repurchase operations to at least $40 billion from the initially doubled program. The bank