Global TradFi & Macroeconomics

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

According to Securities Times, the China Securities Regulatory Commission will hold a meeting tomorrow, July 20, with multiple listed companies and market institutions to discuss promoting stable and healthy market development, PANews reported on July 19.

According to Iran's Farsnews Agency, on July 19, the Strait of Hormuz transit volume has dropped to zero, with no ships currently passing through the waterway. Iran declared it will keep the strait closed as long as the U.S. continues provocative actions, and warned that any attempt to transit will

SK Hynix stocks fell 11.53% to 1,842,000 won on the 16th in the Korean market while its American Depositary Receipt (ADR) closed at $168.01 in the US, 12.75% above the $149 offering price, highlighting contrasting investor sentiment across the two markets. Korean financial regulators responded by

Musinsa is pursuing an IPO targeting a 10 trillion won corporate valuation, but Redeemable Convertible Preferred Shares (RCPS) issued during past fundraising rounds are pressuring net income and financial structure. In 2024, the company recorded operating profit of 140.5 billion won but net profit o

According to The Fact, as of 2025 year-end, Musinsa's RCPS-related financial costs of 129.5 billion won—comprising interest accretion of 87 billion won and derivative valuation losses of 42.5 billion won—exceeded the company's operating profit and significantly reduced net income to only 7.7 billion

According to PANews, on July 19, China State-owned Assets Super Fund Management (国新控股) deployed over 500 billion yuan through stock buyback and special refinancing loans to maintain market stability, with plans to continue leveraging policy tools and company funds to increase holdings in state-owned

Corporate insiders sold $77.6 billion in stocks during the first half of the year, marking a 20% increase from the same period in 2025, according to The Kobeissi Letter. The selling was driven by concerns over valuations, geopolitical factors, and the sustainability of massive AI spending. This