Global TradFi & Macroeconomics

According to ai News 24, on Aug 25, Samsung Electronics announced a major shareholder return initiative centered on dividends, expected to significantly increase dividend income for Samsung C&T, a major shareholder. Samsung C&T plans to return 60-70% of affiliate dividend income to shareholders,

According to sources familiar with the matter, Japanese high-frequency trading company Dharmacapital Co. relocated all staff to Singapore in early August, marking the end of such operations in Tokyo. The move was driven partly by Japan's higher tax rates compared to other Asian financial hubs, sourc

According to Goldman Sachs, on August 25, the investment bank raised its forecast for the Bank of Japan's policy rate hike to September from its previous expectation of January 2027. Goldman Sachs analysts expect the BoJ to hike again in January 2027, followed by another increase in July 2027,

Strategy raised $2.01 billion through the sale of 18,261,118 MSTR class A common stock shares in the week to 23 August, according to a Form 8-K filed with the SEC. The company made no Bitcoin purchases or sales during this period, leaving its holdings unchanged at 840,447 BTC acquired for an

According to JPMorgan strategist Fabio Bassi on August 25, U.S. stocks can continue rising through year-end but gains will depend on sector rotation rather than broad risk asset advances. The bank maintains a constructive view on equities, favoring high-quality growth stocks, cloud computing

According to Danske Bank analyst Jesper Fjarstedt, geopolitical escalation is adding new complexity to the upcoming Jackson Hole conference on August 25. Fed Chair Waller is expected to deliver remarks on Friday, with markets broadly anticipating he will avoid signaling explicit policy shifts.

According to a Form 8-K filing with the SEC, Strategy raised $2.01 billion in the week to August 23 by selling 18,261,118 MSTR class A common shares, but made no Bitcoin purchases with the proceeds. The company's Bitcoin holdings remained unchanged at 840,447 BTC, acquired for an aggregate $63.36 bi

According to Yomiuri Shimbun, Japan's Ministry of Economy, Trade and Industry expert panel approved a proposal on Monday to establish a subsidy program supporting companies in diversifying crude oil and naphtha supply sources. The initiative aims to reduce Japan's dependence on oil imports

According to South Korea's Financial Supervisory Commission, starting September 30, financial firms must disclose the maximum potential losses that leveraged and inverse public funds could incur under extreme market conditions. Asset managers with a history of losses exceeding 20% in similar

According to BlockBeats, Goldman Sachs raised its semiconductor equipment spending outlook on August 25, projecting the global wafer fabrication equipment (WFE) spending cycle will continue to expand through 2028 driven by AI demand. The bank forecasts global WFE spending of $150 billion in 2026

According to Financial Times, U.S. corn belt farmers are facing their worst crisis in 40 years, with diesel and fertilizer costs surging after the Trump administration's military actions against Iran. The American Farm Bureau Federation (AFBF) research shows that without government aid, farmers

Gold ETFs topped South Korean fund rankings as prices rebounded sharply. The HANARO Global Gold Mining ETF gained 10.02% over the past week and 30.31% over the past month according to KOSCOM ETF Check data published August 25. US fiscal uncertainty weakened the dollar and drove capital from

Samsung Electronics shareholders are demanding stock buyback and cancellation on May 25 after the company's stock fell 8.70% to 257,000 won on May 24, despite announcing a 90-110 trillion won shareholder return plan on May 21. The stock decline stemmed from the plan's lack of specific buyback and ca

According to Edaily, gold spot prices climbed to $4,600 recently, with related exchange-traded funds (ETFs) delivering strong returns. The HANARO Global Gold Mining ETF posted a 10.02% gain over the past week and 30.31% over the past month, ranking third among domestic ETFs. Gold futures and

According to News1, Samsung Electronics shares fell 8.7% to 257,000 Korean won on August 24, the first trading day following the company's announcement of a 90-110 trillion won shareholder returns plan. The stock decline, despite record-level capital returns, has sparked calls from some

Germany's seasonally adjusted GDP increased 0.3% quarter-over-quarter in the second quarter, according to official data. The figure exceeded economist expectations of 0.2% and matched the previous quarter's

Germany's second-quarter GDP on a seasonally-adjusted basis came in at 1.0% year-on-year, beating analyst expectations of 0.9% and prior quarter's 0.9%, according to official data.

According to Gate data, Brent crude oil (XBRUSD) fell to $91.97 per barrel, declining 1.5% over the past 24 hours.

WTI crude oil fell below $84 per barrel today, declining 0.66% intraday.

According to EdDaily, gold ETFs have surged recently as gold prices continue climbing amid U.S. dollar weakness tied to fiscal uncertainty. Market analysts are split on the outlook: some expect gold to extend gains as it replaces U.S. Treasuries as a preferred safe-haven asset,