Global TradFi & Macroeconomics

According to News1, on July 15-16, South Korea's KOSPI index experienced sharp volatility, surging 6.24% on July 15 before declining 6.37% on July 16. However, semiconductor stocks rebounded significantly faster than non-semiconductor peers during this period. Samsung Electronics rose 6.27% and SK H

According to Financial News, SK Hynix stock has fallen 43% recently, marking its steepest decline since 2022, despite strengthening DRAM fundamentals. This pullback reflects an overdue correction rather than deteriorating business conditions, according to analysts. DRAM spot prices rose 2% over the

According to MarketWatch, U.S. tech stocks fell on July 17, with the Nasdaq Composite declining 2.9% last week, the largest weekly drop since late June. However, Wall Street strategists argue this represents healthy capital rotation rather than the start of a broader market downturn. Energy,

According to Business Insider, TSMC's ADR tumbled roughly 6% on July 16 after the Taiwan chipmaker reported better-than-expected Q2 earnings and raised full-year guidance, as investors focused on heightened AI-related capital expenditure plans. Samsung faced similar "sell-the-rally" pressure the

According to the Financial Services Commission, South Korea's Finance Ministry pledged on July 20 to improve won accessibility with the goal of making it a freely convertible currency. The ministry released a roadmap for won internationalization, which aims to create an environment enabling

Samsung Electronics will unveil its second-half flagship smartphones at the Galaxy Unpacked 2026 event on July 22 at 10 PM KST in London, while the European Central Bank (ECB) will decide the Eurozone's benchmark interest rate on July 23 at 9:15 PM KST, and the Trump administration's legal

South Korea's KOSDAQ market saw its index fall below 800 to 791.84 on the 16th, marking a 4.53% decline, while daily trading volume dropped to 4.6145 trillion won — the lowest level in approximately 11 months since August 28 last year. The decline was triggered by a sharp drop in semiconductor

According to Kookmin Ilbo, the KOSDAQ index fell to 791.84 on July 16, closing down 4.53% as daily trading volume dropped to 4.61 trillion Korean won, marking the lowest level in approximately 11 months. The index has not recovered to 800 since declining below that level earlier this

According to President Zelensky, Ukrainian forces struck Russian targets on July 19, with Ukraine's Security Service destroying three oil storage facilities and another fuel depot in the Stavropol region. Ukrainian military also accurately hit three Russian oil tankers in the Black Sea, Zelensky

According to Zhongzheng Gold Bull, China's nonferrous metals sector delivered strong earnings growth in the first half of 2026. Among listed companies in the sector on the Shenzhen Stock Exchange, 26 firms predicted

South Korea's Financial Services Commission announced new regulations for single-stock leveraged ETFs on the 16th, raising the base deposit requirement from 10 million won to 30 million won and restricting deposits to cash only. The measures target Samsung Electronics and SK Hynix leveraged ETFs

According to the Financial Services Commission, South Korea on July 16 raised minimum deposits for single-stock leverage ETFs on Samsung Electronics and SK Hynix from 10 million won to 30 million won, with cash as the only eligible collateral. The regulator also expanded trading unit size from 1 to

According to CCTV Finance and Securities Times, China's Securities and Futures Commission (CSRC) will host a roundtable discussion on July 20 with listed companies, securities firms, and fund institutions to gather opinions on promoting stable and healthy development of the capital

Taiwan Semiconductor Manufacturing Company (TSMC) reported record Q2 2026 net income of NT$706.56 billion on July 16, 2026, up 77.4% year on year and marking its fifth consecutive record quarter, on revenue of NT$1.27 trillion ($40.20 billion, +36% year on year). The stock fell 2.77% to $398.37

According to South Korea's stock exchange, single-stock leverage products focusing on Samsung Electronics and SK Hynix absorbed 73.3 trillion won in net inflows over the past month through July 15, though returns fell 45-48%. The KODEX SK Hynix single-stock leverage product alone drew 34.5 trillion

D-Wave Quantum (QBTS) trades at $16.73 as of July 17, 2026, with a $6.20 billion market capitalisation against $12.44 million of trailing-twelve-month revenue — roughly 498 times sales. The stock faces a $37.39 analyst consensus bull case versus a $13 bear case anchored to its $12.75 52-week low,

According to StockAnalysis and MarketBeat, Klarna Group (NYSE: KLAR) traded at $18.75 on July 17, 2026, with analyst consensus target of $24.10 across 22 desks, implying 28.5% upside. The tightest spread among published targets ranges from Barclays' $20 to Goldman Sachs' $25—a $5 dispersion that

US President Donald Trump stated on the 19th (local time) that Aberdeen, Scotland residents are celebrating after new Prime Minister Andy Burnham announced plans to fully open North Sea oil fields. Trump described the North Sea as one of the highest quality oil sources on Earth with centuries of res

Strategy Inc. (Nasdaq: MSTR) Executive Chairman Michael Saylor posted a chart on July 19 showing the company's 843,775 BTC holdings without disclosing a new transaction. The post arrived after Strategy raised $466.7 million through common-stock sales during the week ended July 12 and increased its c

According to Financial Times, UK Prime Minister-in-waiting Keir Starmer will maintain Labour's controversial ban on new North Sea oil and gas exploration licenses. The decision dashes hopes within the energy sector that the incoming government might significantly reverse fossil fuel