Global TradFi & Macroeconomics

According to Korea Credit Finance Association, card loan balances fell 460 billion won between May and July, but cash services and revolving credit increased by 600 billion won during the same period. As of July 31, the combined balance of nine major card issuers' card loans reached 42.796

According to LS Securities on August 31, SK Hynix saw its 2027 HBM (high-bandwidth memory) operating profit margin forecast cut to approximately 60% from the previously projected 80%, prompting a target price reduction from 3.3 million won to 2.4 million won. The downgrade reflects intensified

According to Intel CFO David Zinsner at Deutsche Bank's 2026 Tech Conference, the company's next-generation 14A process shows defect density improvements exceeding its original target and matching the best performance since the 22nm generation. The 14A is on track for risk production in H2 2027 and

According to Choson Biz Money Move, Appten convertible bond investors achieved over 3.5x returns approximately two years after investment as of August 30. The gains were triggered by the company's recent equity financing, which caused conversion prices to reset downward, enabling investors to

DB Insurance recently announced a new corporate value enhancement plan that raises its standalone shareholder return ratio target to 50% by 2030 and sets an annual dividend per share (DPS) increase target of at least 10%. Kiwoom Securities analyst An Young-jun evaluated the plan positively for

According to Newsis, Fed Chair Kevin Powell's hawkish remarks at the Jackson Hole conference on August 28 sparked a sell-off in U.S. semiconductor stocks. Powell signaled potential rate hikes in September if inflation fails to reach the Federal Reserve's 2% target. The Philadelphia Semiconductor

According to Edaily, on August 31, DB Insurance announced new shareholder return targets as part of its corporate value enhancement plan. The company raised its standalone shareholder payout ratio target from 35% by 2028 to 50% by 2030. Additionally, DB Insurance committed to increasing dividends

South Korea's industrial production expanded 3.6% year-over-year in July, falling short of the forecasted 4.4% and marking a slowdown from June's 5.8%, signaling a recent deceleration in manufacturing activity.

According to Jin10, the platform will release its Gold ETF holdings report on Monday, August 31, 2026.

Evercore ISI raised its price target for Amazon.com (NAS:AMZN) from $315 to $355 on 28일 (미국 현지 시각), citing artificial intelligence technology as a powerful catalyst driving the company's e-commerce revenue. The 12.7% upgrade maintains an Outperform rating and suggests approximately 40% upside from t

Solana (SOL) climbed roughly 46% in August, ending a ten-month monthly losing streak. The token traded near $106 on Sunday afternoon after touching $110.38 on Aug. 27, its highest level since late January. The rally coincided with Charles Schwab's Aug. 27 announcement to add spot SOL to Schwab

According to CNBC reporting Evercore ISI analysis, on August 28, the investment firm raised Amazon's (NASDAQ: AMZN) price target from $315 to $355, a 12.7% increase, citing Agent AI as a powerful catalyst for e-commerce revenue growth. The firm maintained its "Outperform" rating and said the new tar

According to Bitcoin.com News, Solana (SOL) climbed 46% in August, reaching $110.38 on Aug. 27, its highest level since late January. The token traded near $106 on Aug. 30, with its market valuation near $61 billion, snapping ten consecutive monthly declines. U.S. spot SOL exchange-traded funds

According to CME's Fedwatch Tool, odds for a 25-basis-point federal funds rate hike on September 16 surged to 57% as of August 30, up sharply from just 39.9% on August 21, following Federal Reserve official Christopher Warsh's Jackson Hole Economic Policy Symposium keynote on August 28. Warsh

LS Securities raised its target price for Samsung Electronics stocks to 450,000 won on the 31st, a 12.5% increase, while maintaining a 'buy' rating. Analyst Jung Woo-sung cited expanding High Bandwidth Memory

NVIDIA's AI circular financing model, where the chip giant invests in AI developers and data center operators who then purchase NVIDIA GPUs, has drawn criticism from investor Michael Burry this year. The model involves NVIDIA providing financial support to AI companies and data center businesses, wh

The US Treasury doubled its bond buyback program to $4 billion on August 19, targeting long-dated bonds to manage market liquidity and yields. Gold traders responded by increasing bullish options positions, driving gold prices up over 7% in five days to near $4,700 per ounce. The intervention

According to LS Securities, on August 31, Samsung Electronics' target price was raised 12.5% to 450,000 won, driven by expectations of improved profitability from higher high-bandwidth memory (HBM) contribution. LS Securities analyst Jung Woo-sung noted that HBM4's shipment mix within Samsung's

According to Bizwatch on August 26, Korean Advanced Materials, a KOSDAQ-listed company, completed a small-scale public offering valued at KRW 2.999 billion this week after exploiting a regulatory threshold change. The company set the offering size just below KRW 3 billion to qualify for expedited sm

Six months into the ongoing conflict involving the United States, Israel, and Iran, the global economy has avoided significant disruption, according to a Fortune report. This economic resilience has reportedly benefited Wall Street and the Trump family despite continuous geopolitical tensions