Global TradFi & Macroeconomics

According to Yonhap Infomax, South Korea's government bond yields fell on Aug 25 morning, with longer-term rates declining more sharply than shorter-term rates, flattening the yield curve. The 3-year benchmark yield fell 3.6bp to 3.79%, while the 10-year yield dropped 5.4bp to 4.264%. The decline

Apple on Tuesday, August 25, announced new Mac mini and Mac Studio models featuring its first 2nm M6 chip alongside M5 Pro, M5 Max, and M5 Ultra variants. Preorders begin today with availability on September 22. The Mac mini M6 base model starts at $899, a $300 increase from the 2024 entry price

According to Jin10, on Aug 26, France's government bond yield spread over Germany widened to 86 basis points, approaching 2012 highs as investors price in additional fiscal risk. The spread reflects heightened market tension amid parliament's budget deadlock and rising global bond yields across

The USD-KRW exchange rate fell 3.90 won to 1,382.20 won as of 11:03 AM on the 26th in Seoul's foreign exchange market, declining from the previous day's closing price of 1,386.10 won. The decline accelerated as month-end export settlement volumes from semiconductor companies weighed on the market.

According to China's Ministry of Industry and Information Technology, the country's new energy vehicle (EV) sales surged from 1.367 million units in 2021 to 16.49 million units during the 14th Five-Year Plan period, reaching 47.9% of total vehicle sales compared to 5.4% at the start. The

According to Australia's statistics bureau (ABS), Australia's July consumer price index rose 3.5% year-over-year on August 26, exceeding market expectations of 3.3%. Housing prices led gains at 5.0%, followed by food and non-alcoholic beverages at 3.2% and recreation and culture at 2.6%. Within

Federal Reserve Chair Kevin Warsh's stated belief that the Fed should limit its communication has been quantitatively confirmed through analysis of Federal Open Market Committee materials he has overseen. The Richmond Federal Reserve Bank analyzed word counts in FOMC statements and meeting minutes s

According to S&P Global data, short positions in MiniMax reached 20% of freely tradable shares and Zhipu AI reached 6%, both hitting record highs ahead of their mid-year earnings announcements on August 26 and August 31 respectively. MiniMax's short interest now stands at the highest level since

The Seoul Foreign Exchange Market Committee announced the 2026 Foreign Exchange Market League Table on the 26th, with five major Korean banks, JP Morgan, and BNP Paribas ranking among the top seven institutions by trading volume. The rankings assessed 98 foreign exchange market participants

According to ChainCatcher, as of midday (August 26), Hong Kong's Hang Seng Index rose 0.68% and the Hang Seng Tech Index gained 1.58%, based on Gate's market data. Tech stocks rebounded strongly, with Xiaomi Group surging over 4%, Meituan and Kuaishou each climbing over 2%, while Baidu, Alibaba, and

According to Richmond Federal Reserve's analysis, Fed Chair Kevin Wash's recent FOMC statements have been the shortest since January 2008, and meeting minutes the shortest since September 2008. Comparing two recent meetings with former Chair Jerome Powell's final FOMC statement, word counts fell

According to Yahoo Finance, on Tuesday, August 25, Nvidia ended a seven-day losing streak as semiconductor stocks rallied, with the chipmaker's shares closing up 2.19%. The decline marked the stock's longest losing streak since 2022. Nvidia is set to report Q2 earnings with Bloomberg consensus

Jensen Huang urged buying Nvidia at a discount as the stock cooled; the piece previews Q2 results with strong revenue/EPS expectations and contrasts CEO purchases' mixed outcomes. Abstract: This article highlights Jensen Huang's June 8 suggestion to buy Nvidia stock at a discount as shares pulled back ahead of second-quarter earnings. It also examines CEO-stock purchases, noting that such signals can sometimes precede gains but do not guarantee positive outcomes, and summarizes Nvidia's anticipated revenue and earnings per share for Q2.

Berkshire Hathaway added $10 billion of Alphabet in a private placement, expanding its stake after a large Q2 purchase; the move signals new leadership under Greg Abel and marks Buffett's evolving view on tech, despite Apple remaining the core tech holding. Abstract: Berkshire Hathaway disclosed a $10 billion private placement purchase of Alphabet, expanding its stake after a substantial second-quarter investment. The move signals leadership under Greg Abel and reflects Buffett's evolving view on technology stocks, even as Apple remains Berkshire's largest tech holding.

Thirty-nine US state banking associations announced on the 25th (local time) the launch of BankChain Alliance, a collaborative initiative to build a shared blockchain network supporting stablecoins and tokenized deposits. The alliance aims to enable banks of all sizes, including regional and

According to Farside data cited by BlockBeats, U.S. spot Bitcoin ETFs saw combined net inflows of $314.3 million yesterday (August 25), with BlackRock's IBIT leading at $284.4 million, followed by Fidelity's FBTC at $15.4 million. Ethereum spot ETFs recorded $179.8 million in combined net inflows, w

According to Jin10 Futures, crude oil derivatives plummeted today (August 26) as market concerns over Middle East geopolitical tensions eased. Analysts noted that market focus has shifted from geopolitical premium to the recovery of Hormuz Strait transit, triggering a fundamental reversal for oil-li

UK Telegraph financial columnist David Stevenson argued on the 25th (local time) that panic in the US bond market is overblown despite surging Treasury and global government bond yields. Stevenson stated the turmoil amounts to a 'storm in a teacup,' asserting that pessimistic forecasts are