Global TradFi & Macroeconomics

According to the Wall Street Journal on July 19, activist investor Pami Qudir, known for his short-selling success against Valeant Pharmaceuticals and Wirecard, is shifting strategy to invest in South Korean companies. Based in London, Qudir is now scouting holdings across undervalued mid-cap

NH Investment & Securities researcher Kim Byung-yeon stated on July 20 that the KOSPI index is unlikely to fall below the 6,000-point level even when accounting for all currently discussed negative factors in the Korean stock market. Speaking at a press conference held at the Korea Exchange in

According to 10x Research, bitcoin ETFs saw net inflows in July (as of July 20), reversing June's $4.7 billion net outflow—the largest single-month outflow since launch. In June, BTC touched a cycle low of $58,559. Bitcoin has since recovered to $63,899 in July's inflow

According to the Wall Street Journal on July 19, Pabrai Khodir, an activist investor known as the 'Wall Street Assassin,' has shifted focus to South Korea and is sourcing companies with potential for value enhancement. Based in London, Khodir is seeking investment opportunities in the Korean

The Bank of Korea's Monetary Policy Committee raised the base rate to 2.75% on the 16th and indicated the current level falls within the neutral rate range, sparking debate over the terminal rate target. The policy statement declared a need to 'continue the rate hike stance,' a phrase previously

OCBC released a second-half global economic outlook report on local time July 19, identifying persistent geopolitical risks as a major market misjudgment in the first half of the year. The US-Iran military conflict escalated beyond initial market expectations of a short-term event, with the

From 03:30–03:45 UTC on July 20, 2026, BTC briefly rose by 0.34%, with a price fluctuation range of 64,665.5–64,902.9 USDT and an amplitude of 0.37%. Gold surged by 3.84% on the same day, but BTC’s 24h move was only +0.05%, with thin trading volume (only 179 1-hour candlesticks). With geopolitical uncertainty at a high level, the market is in a wait-and-see mode, and neither bulls nor bears have a clear directional consensus. The main driver of this uptick is the sharp escalation of the US–Iran

According to Meritz Securities on July 20, Bank of Korea Governor Shin Hyun-song did not rule out an August rate increase, though a second consecutive hike appears unlikely if July inflation slows as expected. The analyst noted that July consumer prices are projected to decline month-over-month

South Korea's government is pushing to raise the casino development fund contribution rate from 10% to 15%, triggering sharp declines in foreign casino-related stocks on July 20. Securities analysts estimate that if the measure is applied across the board, annual operating profit for foreign casino

According to Jin10, Bayanzhaosu Oil Field in Inner Mongolia's Bayannur reached cumulative crude oil output of 6 million tons on July 19, achieving this milestone just seven months after surpassing 5 million tons in December 2025. Daily output remained stable at 4,800 tons in the first half of 2026,

According to Smart Finance, Anta Sports (02020) surged 3.78% to 76.95 HKD today on strong second-quarter revenue performance. The company reported that Anta's main brand achieved low-to-mid single-digit revenue growth in Q2 and the first half of 2026, while other brands including Descente and

According to Foresight News, Coinbase CEO Brian Armstrong commented on recent discussion about Bitcoin's valuation drivers. Armstrong stated that Bitcoin mining energy consumption does not determine price since network difficulty automatically adjusts to maintain block timing. Long-term, Bitcoin pri

According to Jin10, on Monday July 20, offshore CNH HIBOR rates mostly declined. The one-year HIBOR fell to 1.71485%, the lowest level since June 23. Overnight HIBOR rose 1 basis point to 1.43939%, one-week HIBOR held steady at 1.45000%, and two-week HIBOR dropped to 1.46485%.

Robert Kiyosaki stated on July 17 that the recent gold and silver correction presents a buying opportunity, echoing a bullish long-term outlook he attributed to veteran investor Jim Rogers. Kiyosaki said Rogers expects gold and silver prices to go to the moon while warning that severe retracements c

According to Bitcoin.com News, on July 17, Robert Kiyosaki endorsed the bullish long-term outlook for gold and silver attributed to veteran investor Jim Rogers, treating the ongoing correction as a buying opportunity. Kiyosaki stated he agreed with Rogers' view that precious metals will "go to the m

Micron, SanDisk, Western Digital, CoreWeave, Nebius, and IREN stocks rose in overnight trading on Sunday following a brutal week for AI-linked equities. Micron stock gained 2.5%, while SanDisk and Western Digital shares rose about 1% each, and CoreWeave, Nebius, and IREN advanced between 1% and 1.2%

US stock futures climbed higher in the overnight session late Sunday ahead of a key earnings week. Nasdaq-100 futures rose 0.45%, Dow futures gained 0.04%, and S&P 500 futures advanced 0.14% at 9:11 PM EDT. The gains came as tensions in the Middle East escalated over the weekend, with the US

According to South Korean financial authorities, the country raised the minimum required deposit for leverage exchange-traded funds (ETFs) to 30 million won on July 20, a 3-fold increase from the previous level. The measure aims to prevent market overheating and discourage retail investors from

Netflix Inc. (NFLX), Oracle Corp. (ORCL), and SpaceX (SPCX) stocks fell to 52-week lows last week amid investor concerns about future growth, mounting debt, and post-IPO profit-taking. NFLX stock declined more than 7% at close as investors reacted negatively to the company's latest earnings

Sellas Life Sciences (SLS) stock jumped 3% overnight late Monday as retail traders speculated that the company's upcoming acute myeloid leukemia (AML) trial readout could attract Big Pharma attention following CEO Angelos Stergiou's scheduled Fox appearance. The speculation centers on the Phase 3