Global TradFi & Macroeconomics

NVIDIA increased its market capitalization by $442 billion in a single day on May 27 (local time), as the company's stocks rose 8.7% to close at $227.98. The surge followed NVIDIA's announcement of a fiscal 2028 revenue growth forecast of approximately 70%, significantly exceeding Wall Street's 45%

According to sources, the Trump administration plans to significantly expand biofuel blending exemptions for small refineries, potentially doubling the renewable fuel credit quota (RINs) from the current 990 million to up to 1.8 billion, with a final decision expected by end of August. The move

SK Hynix held a groundbreaking ceremony on May 27 local time at Purdue University in West Lafayette, Indiana. The facility, requiring over $4 billion investment, will become the United States' first high-bandwidth memory (HBM) production base. Mass production of next-generation HBM is scheduled to b

According to SK Hynix, the company broke ground on August 27 (local time) on its first U.S. HBM production facility in West Lafayette, Indiana, with total investment exceeding $4 billion. The facility will complete cleanroom construction by October 2028 and begin mass production of HBM4E chips in th

The won-dollar exchange rate is forecast to fluctuate around 1380 won on May 28 ahead of Kevin Warsh Fed Chair's Jackson Hole speech scheduled for the evening. Overnight NDF 1-month contracts closed at 1381.7 won, implying a 1.05 won rise from the previous close of 1380.9 won. The speech content on

Robinhood added Ethereum and Solana tokens to its trading platform, expanding crypto trading options for retail users. The move responds to sustained retail demand for broader token access and competitive pressure from rivals like Morgan Stanley and SoFi, which have also expanded their crypto

According to the Wall Street Journal, citing sources familiar with the matter, the Trump administration rejected the possibility of rejoining the June memorandum of understanding with Iran on August 28. Instead, the administration plans to rely on economic pressure against Iran and will assess

According to Jin10, overnight on August 28, WTI crude oil futures surged 1.59% to $83.54 per barrel and Brent crude rose 1.76% to $88.47 per barrel. U.S. pullback from Iran nuclear negotiations, coupled with Russian refinery attacks halting processing and U.S. diesel inventories hitting historic

Japan's Tokyo core consumer price index (CPI) on an unadjusted basis rose 0.4% month-on-month in August, unchanged from the previous month's reading.

SanDisk and Kioxia announced a joint investment of 5 trillion yen over six years, with Kioxia CEO Ota Hiroo revealing the plan the previous day. Daesin Securities characterized the investment as a large-scale expansion beyond existing production capacity, signaling expectations of a prolonged NAND f

According to Coinfomania, Robinhood has added Ethereum and Solana tokens to its trading platform, expanding crypto trading options for millions of retail users. The move allows users to trade both assets directly from the same account they use for equities and other investments, responding to

According to Daishin Securities analyst Cho Jae-woon, SanDisk and Kioxia announced yesterday a six-year joint investment of 5 trillion yen to expand NAND flash production capacity, with 1.8 trillion yen allocated to new semiconductor fab construction. Kioxia CEO Hiroo Ota disclosed the plan, which r

According to EDaily, on August 28 USD/KRW is expected to open near 1,381.7 won, up approximately 1.05 won from the previous close of 1,380.9 won, as traders await a speech by Federal Reserve Chair Kevin Powell at Jackson Hole. The speech is the primary variable determining today's currency

Japan's Tokyo core CPI (excluding fresh food) rose 1.8% year-over-year in August, matching market expectations. The reading represents a slowdown from the previous month's 1.9% increase.

Japan's Tokyo core consumer price index (CPI excluding fresh food and energy) remained unchanged at 2% year-over-year in August, matching both market expectations and the prior month's reading.

Tokyo's consumer price index (CPI) remained flat at 1.9% year-over-year in August 2026, matching market expectations, according to Japan's official economic data. The reading represents a slight cooling from the previous month's 2% year-over-year

In August, Japan's core CPI rose to 1.8% year-over-year, beating market expectations of 1.7%. The prior month's reading was also revised downward from 1.90% to 1.70%, marking a 0.20 percentage point correction.

Japan's job openings-to-applicants ratio for July came in at 1.18, falling short of the forecasted 1.19 and matching the previous month's reading of 1.18, according to official data.

According to Japan's Ministry of Health, Labour and Welfare data, the unemployment rate fell to 2.4% in July, lower than the forecast of 2.50% and the previous month's 2.50%.

According to Yonhapinfomax, Samsung Biologics announced on August 28 a 3.9 trillion won capital increase, with 2.7 trillion won designated for acquiring Polypeptide Group, a global peptide contract development and manufacturing organization (CDMO), at 1.46 billion Swiss francs. This marks the