Global TradFi & Macroeconomics

TLB, a South Korean memory substrate manufacturer, received a new Buy rating and 53,000 won target price from IBK Investment Securities analyst Jo Eun-ae on the 26th. The analyst cited accelerating revenue from SOCAMM2 memory modules designed for NVIDIA's next-generation Vera CPU, which has been

According to Jin10, overnight on August 26-27, COMEX gold futures fell 0.99% to $4,647.80 per ounce, while WTI crude oil declined 0.55% to $81.91 per barrel. COMEX silver also retreated 0.87% to $68.08 per ounce. Easing geopolitical tensions and concerns over Iran-Oman negotiations on the Hormuz

According to Jin10, on August 26-27, approximately 70 vessels were queued near the Sulin Canal awaiting entry to Ukrainian ports to load grain exports. Russian military operations have effectively blockaded Ukraine's Black Sea ports, forcing cargo ships to divert to the Danube River ports, which

According to IBK Investment and Securities analyst Cho Eun-ae on August 25, TLB will benefit significantly from supplies of SOCAMM2 memory modules for Nvidia's Vera CPU. The firm received a buy rating with a target price of 53,000 Korean won. IBK projects TLB's 2026 operating profit at 575

South Korea's Financial Supervisory Service (FSS) began an on-site consulting inspection of Toss Securities on the 25th, with the review scheduled to conclude on the 28th. The inspection aims to identify the root causes of frequent system outages at the online brokerage and establish recurrence

According to Nvidia's Q3 earnings report, the semiconductor giant's revenue reached $96.2 billion, more than doubling year-over-year and surpassing analyst expectations. The company also guided 70% annual revenue growth for fiscal 2027, driving the stock to surge in after-hours

According to Yonhap Infomax and the National Assembly Finance Committee, South Korea's Financial Supervisory Service (FSS) is completing consultation audits on IT system risks at four major financial institutions through August 28, including Toss Securities. The two-month review cycle covers one com

According to market pricing data reported by Jin10, U.S. Federal Reserve rate hike odds for September rose to 42% on August 26, following data showing July inflation reached 3.7% year-over-year, higher than economist expectations. Prior to the release, market expectations for a September rate hike s

Apple officially announced on August 27 that it will unveil its first foldable iPhone on September 10, marking the beginning of a new era under CEO Tim Cook's successor, Tenuous. The launch event will introduce the company's first foldable screen device, signaling Apple's entry into the premium fold

According to Asia Economy, Bitcoin surged past $81,000 on August 25-26, reaching $81,235 intraday—its first breach above $80,000 since mid-May—driven by short-position liquidation and institutional inflows. Gold, silver, and copper rallied simultaneously as concerns over U.S. fiscal deficits and

According to E-Daily, CrowdStrike surged 10% in after-hours trading on August 25 following better-than-expected earnings and raised full-year revenue guidance, as demand for AI-driven cybersecurity solutions accelerates. The U.S. cybersecurity company's stronger-than-anticipated results reflect

A Toss Securities customer identified as 'A' claims to have suffered approximately 75 million won in losses after the brokerage rejected a sell order for 517,618 shares on January 31 last year. After more than a year of seeking explanation, Toss Securities on June 16 stopped processing additional

According to Australia and New Zealand Banking Group, the Reserve Bank of Australia is expected to raise official cash rates by 25 basis points to 4.6% in September. The forecast follows July consumer price index data that exceeded expectations, primarily driven by surging fuel costs. The bank's

The US Treasury's expansion of its long-term bond buyback program is expected to sustain dollar weakness through October, according to iM Securities researcher Lee Sang-heon on May 27. The Treasury will increase buyback limits for 10-30 year maturities from $2 billion to a minimum of $4 billion

According to Edaily, Nvidia reported fiscal Q2 2027 revenue of $96.2 billion on August 26, exceeding Wall Street estimates of $92.27 billion by approximately $4 billion and marking its 13th consecutive quarter of record revenue. The company's data center business revenue reached $89 billion,

According to Edaily, Nvidia recorded its 13th consecutive quarterly revenue record on July 16, with the AI semiconductor demand surge from Big Tech companies' expanded data center investments driving the results. The latest quarter saw revenues reach approximately $133 billion, reinforcing Nvidia's

Korea Investment & Securities stated on the 27th that KOSDAQ requires a decline in market interest rates for a meaningful rebound, despite improved earnings and low valuations. Analyst Yeom Dong-chan explained that recent rises in Korean treasury bond rates have constrained stock prices due to KOSDA

National Australia Bank expects the Reserve Bank of Australia to raise interest rates in September, according to the bank's latest economic forecast.

According to Korean Investment & Securities on August 27, KOSDAQ's earnings have improved significantly but the index remains trapped at historically low valuations, with meaningful recovery contingent on declining interest rates. The analyst noted that despite TTM (trailing twelve months) net

Aju IB Investment, a first-generation South Korean venture capital firm, achieved a 10-fold return on its investment in biotech company Arcellx, according to a report. The firm invested 17.4 billion KRW in Arcellx starting in 2019 through its Boston subsidiary Solasta Ventures and recovered 167.5 bi