Global TradFi & Macroeconomics

Hana Securities analyst Lee Kyung-soo stated in a report on the 26th that the August stock market rotation is a result of differentiation created by high interest rates rather than liquidity expansion. Capital flowing out from big tech companies with heavy capital expenditure burdens is creating a t

According to BNY Mellon strategist John Velis on August 25, the U.S. Treasury will ultimately need to issue short-term Treasury bills to fund long-dated debt buybacks, even as it draws down cash reserves. Velis noted that the Treasury's plan to maintain a cash balance of $8.5 billion by year-end

According to multiple brokers, the dollar-won spot rate (MAR, market average rate) in Seoul's foreign exchange market traded at par level early on August 26. NDF (non-deliverable forward) fixing positions were neutral, indicating that regional market participants faced balanced positions to settle a

According to CNBC, Stanley Druckenmiller, the Wall Street legend known as Treasury Secretary Scott Bessent's mentor, publicly criticized Bessent's bond market policy on August 25. In an op-ed titled "Let the Bond Market Speak," Druckenmiller warned that suppressing interest rates without fiscal

SK Innovation stocks plunged 14.64% to 106,700 won in early trading on the 26th after announcing a merger with subsidiary SK IE Technology (SKIET). The sharp decline followed a board decision the previous day to absorb the battery separator manufacturer. Investor concerns centered on shareholder

Bitcoin (BTC) briefly rose above $80k from August 24 to 25, driving spot trading volume at major cryptocurrency exchanges in India up by more than 20% overall. During this period, short liquidations across the global crypto market exceeded $4 billion, while U.S. spot Bitcoin ETFs recorded nearly $1.92 billion in net inflows. Traders cited U.S. Treasury Secretary Scott Bessent’s comments on long-term Treasury buybacks as the main driver of the rally. August Trading Volume Data for India’s Four Ma

The Indonesian rupiah (IDR) strengthened to 17,680 against the U.S. dollar in early trading today, marking its highest level since mid-June.

According to BlockBeats, Moderna saw shares surge 14.36% on August 26 after the biotech firm and Merck announced successful Phase III clinical trial results for intismeran autogene, their personalized mRNA cancer therapy for high-risk melanoma. Multiple analysts raised price targets, with Bank of

According to the financial investment industry, SK REIT will issue 100 billion won in public company bonds on September 14, marking its return to the debt market after approximately 9 months. The REIT, with assets of 5 trillion won, will test its financing competitiveness through this offering

On August 26, Google Cloud launched the preview version of Gemini Enterprise for Legal, providing law firms and in-house legal teams with AI automation services for tasks such as contract review, regulatory tracking, and court document preparation; the first signed customers include four major law firms such as Cleary Gottlieb and Freshfields. Gemini Enterprise for Legal Architecture: Four Core Components and Plugin Deployment Model Gemini Enterprise for Legal operates as a plugin within the exi

Youngpoong and MBK Partners on the 26th intensified allegations against Korea Zinc Chairman Choi Yun-beom ahead of a shareholder meeting scheduled for the 9th of next month, claiming the company cannot deny that corporate funds were invested in non-listed entertainment and content companies

Dick's Sporting Goods (DKS) stock is heading for its worst month in over six years following the retailer's second-quarter (Q2) results, with multiple Wall Street analysts cutting price targets. Jefferies reduced its target to $171 from $224, Gordon Haskett lowered to $130 from $205, Wells Fargo cut

According to NH Investment & Securities on August 26, the first support level for USD/KRW is estimated at 1,340-1,350 won, with further downside potential of 40-50 won given Samsung Electronics and SK Hynix's combined shareholder return plan of approximately 150 trillion won. Analyst Kwon A-min

As of August 25, 2026, Eastern Time, Gate 股票数据 shows that SpaceX（SPCX）股价 closed at $137.95, up 2.19% on the day, after reaching an intraday high of $139.75, with trading volume of $9.55B. Source: Gate 股票数据 That same morning, Trump posted on Truth Social praising the Space Force's surveillance capabilities over the Strait of Hormuz. The timing led the market to quickly link the two, but the data points to the opposite conclusion. SPCX had already risen more than 1% in p

Multiple Wall Street analysts cut their price targets for Dick's Sporting Goods (DKS) this month following the retailer's weaker-than-expected Q2 results. Jefferies reduced its price target to $171 from $224, citing weak consumer trends and shifting preferences in athletic footwear. Gordon Haskett l

According to Youngpoong and MBK Partners on August 26, high-level executives at Goryeo Zinc have failed to deny that company funds were subsequently invested into private entertainment and content companies after Chairman Choi Yun-beom and his family made initial investments in those entities. The i

According to Guru Club, on August 26, spot silver rose 1% to $69.35 per ounce, while spot gold climbed nearly $10 to $4,659.35 per ounce.