Global TradFi & Macroeconomics

According to recent remarks, U.S. Energy Secretary Wright stated that the United States will ensure oil shipments through the Strait of Hormuz regardless of Iranian assistance. The seven-day rolling average of oil flow through the strategic waterway currently stands below 7 million barrels per day.

According to the Korea Exchange, single-stock leveraged ETFs posted a 130% average daily turnover on July 19, significantly exceeding the overall ETF market average. Some products experienced up to 25 trading hand-offs in a single day, with analysts noting that such frequent ultra-short-term trading

According to Reuters and the Wall Street Journal, Stripe and Advent International proposed jointly acquiring PayPal for approximately $53 billion on July 15. The bidders offered $60.50 per share, representing a roughly 30% premium over the stock's previous week closing

According to Tesla's 2025 annual report, the company is increasing production at its Gruenheide factory in Brandenburg, Germany, for fiscal 2026 in response to stronger demand in the German market. Tesla Brandenburg said it expects output to grow significantly year-over-year and capacity

According to ChainCatcher, MicroStrategy chief Michael Saylor released Bitcoin Tracker information recently. Based on the company's historical pattern, MicroStrategy typically discloses its Bitcoin position changes the day after such announcements are

According to Bloomberg, on July 19, the 60-day correlation between KOSPI and Nasdaq 100 reached 0.46, approaching a two-year high. Samsung Electronics and SK Hynix share price movements have become a key indicator for global investors assessing the direction of artificial intelligence and

One year ago on July 18, XRP hit its all-time high of $3.65, according to CoinCodex data. The asset is now trading at $1.10 after months of correction. Despite the pullback, spot XRP ETFs have accumulated nearly $1.5 billion in inflows, underscoring continued confidence from institutional

According to Goldman Sachs, South Korea's KOSPI index hit a 20-year valuation low on July 19, with its 12-month forward price-to-earnings ratio falling to 5.78x as of July 16, below 2008 financial crisis levels. The index has declined nearly 25% from its June 22 peak. Goldman Sachs' July 17

According to Guru Club, WTI crude oil surged above $82 on Friday (July 18), amid escalating Middle East tensions, fully recovering losses from a ceasefire roughly a month ago. Brent crude returned above $84.60, marking a five-week high, with a weekly gain of nearly 16%, the largest single-week

Alphabet's second-quarter earnings release on July 22 will be a key focus for US stocks during the week of July 20-24, as investors assess the company's AI capital expenditure plans amid concerns over the semiconductor sector's profitability. The Philadelphia Semiconductor Index fell 9.97% last week

According to Yonhap News, Alphabet will report second-quarter earnings on July 22, with the market closely monitoring cloud growth and AI capital expenditure guidance. The Philadelphia Semiconductor Index fell 9.97% last week and 18.06% this month as

The won-dollar exchange rate faces directional uncertainty this week as Middle East geopolitical risks compete with domestic growth momentum. While ongoing US-Iran military confrontations sustain dollar strength pressures, robust semiconductor export performance and expectations for additional

Mirae Asset Asset Management's TIGER US Dividend Dow Jones ETF surpassed 4 trillion won in net assets as of May 15, becoming the first US dividend stock ETF listed in Korea to reach this milestone. The product's strategy of pursuing both monthly dividends and dividend growth attracted significant in

According to Korea Exchange, four new exchange-traded funds will launch on the KOSPI market on July 21. Mirae Asset will introduce TIGER U.S. Tech NYSE100 Active, tracking the top 100 U.S. technology companies listed on NYSE. Korea Investment will offer ACE K-Bio Kosdaq Active, investing in Kosdaq-l

According to Korea Exchange data released on July 19, Mirae Asset's TIGER U.S. Dividend Dow Jones ETF achieved 4.018 trillion won in net assets as of July 15, marking the first time a domestic U.S. dividend stock ETF has crossed the 4 trillion won threshold. Since the start of 2026, the fund has at

According to E Daily analyst Lee Jin-kyung at Shinhan Investment, South Korea's USD/KRW exchange rate oscillated between 1,400 and 1,500 won last week, with the currency weakening in early week amid dollar strength and Middle East tensions, then stabilizing below 1,500 won as downward pressure

On Friday, July 17, the U.S. dollar index (DXY) ended the week lower at 100.77, down 0.2%, as softer inflation data reduced market expectations for imminent Federal Reserve rate hikes. U.S. consumer and producer price indices rose more slowly in June,

U.S. stock indices fell sharply on July 17, with the Nasdaq Composite declining 1.4%, the S&P 500 dropping 1.01%, and the Dow Jones Industrial Average losing 0.77%. The Philadelphia Semiconductor Index fell 1.63% into bear territory, reflecting a decline of at least 20% from recent highs. Semiconduc

Five major South Korean defense stocks rose an average of 22.7% year-to-date through the closing on the 16th, underperforming the KOSPI index's 61.9% gain over the same period. The stocks—Hanwha Aerospace, Hyundai Rotem, Korea Aerospace Industries, Hanwha Systems, and LIG Nex1—had surged following t

Foreign investors net sold over 12 trillion won in Korean stocks during the 1st-16th while simultaneously net buying nearly 600 billion won in exchange-traded funds (ETFs), according to Korea Exchange and KOSCOM CHECK data released on the 19th. The contrarian trading pattern occurred as the KOSPI in