Global TradFi & Macroeconomics

According to Evercore ISI's report published July 21 via Business Insider, the KOSPI has become a critical barometer for global investors tracking artificial intelligence investment trends, with its correlation to the Nasdaq-100 index reaching 0.95. The Korean stock market's influence over U.S.

According to CNBC's Jim Cramer on Tuesday, investors should avoid concentrating portfolios solely in artificial intelligence winners such as semiconductor makers, as the group risks sharp pullbacks. "I don't want you getting blown out because you owned nothing but semis and the group has a bad day,"

Solana's tokenized asset volume reached $5.77 billion in Q2 2026, up 114% quarter over quarter, according to data from the Solana Foundation. Tokenized equities on the network quadrupled to $4.8 billion in Q2, from $1.1 billion in Q1, as more brokerages and issuers began

According to Goldman Sachs analyst Ben Snider in a recent report, as AI-related stocks lose momentum, investors should consider three investment themes with minimal correlation to AI concepts. Snider identified consumer experience stocks, compounding growth stocks, and merger-acquisition

According to the Solana Foundation, tokenized asset volume on Solana reached $5.77 billion in Q2 2026, up 114% quarter over quarter, marking the sixth consecutive quarterly record. Tokenized equities drove the surge, climbing to $4.8 billion from $1.1 billion in Q1, as brokerages and issuers began o

Micron and SK Hynix ADR (ticker: SKHY) surged over 10% in overnight trading, with Micron gaining 12.17% and SKHY rising 13.75% intraday. Wall Street analysts attributed the rally to hedge fund position liquidation in semiconductor and AI stocks reaching completion, triggering short covering and

According to Korean Economic TV, U.S. stock indices all gained overnight. The Dow Jones Industrial Average rose 0.74%, while the S&P 500 advanced 0.89% and the Nasdaq climbed 1.29%.

According to Smart Finance APP, on July 22, HSI night futures (July contract) closed at 24,978 points, down 176 or 0.7%, trading at a discount of 154 points. Open interest totaled 121,559 contracts, declining 19,834 contracts from the previous

Micron Technology stock surged more than 12% on Tuesday after Bank of America added the chipmaker to its "Best Investment Ideas" list and raised its price target to $1,550 from $1,500, citing stronger demand for memory chips tied to artificial intelligence. Bank of America analyst Vivek Arya

SPDR Gold Trust, the world's largest gold ETF, increased its holdings by 2.283 tons compared to the previous day, bringing its total position to 1,005.873 tons.

Arcus, a decentralized exchange backed by Robinhood Crypto and built by the dYdX team, has launched tokenized stocks and perpetual futures on Robinhood Chain, expanding beyond spot markets after the chain went live on July 1. The platform now offers more than 95 stock tokens covering major U.S.

According to MarketWatch, memory and chip stocks surged on Tuesday (July 21), with Micron Technology jumping 12.2%, SanDisk rising 14.4%, and SK Hynix ADR climbing 13.8%. Western Digital gained 12.5% and Seagate Technology advanced 11.1%. The Philadelphia Semiconductor Index rose 5.2%, marking its b

According to Joongang, SK Hynix is negotiating to acquire Intel's semiconductor manufacturing facility in Ohio. The deal details and timeline were not disclosed.

US Treasury bonds declined on the 21st (US Eastern Time) with short-term maturities showing relative weakness, as the yield curve flattened in a bear flattening pattern. The 10-year Treasury yield rose 3.00 basis points to 4.6280% as of 3pm, while the 2-year yield climbed 4.90bp to 4.2640% and the 3

Congressman Ritchie Torres sent a letter Monday to Securities and Exchange Commission chair Paul Atkins urging the agency to investigate Truth Social's upcoming Truth API product before its planned Aug. 1 launch. Torres raised concerns that the service, which will provide real-time access to posts f

According to CNBC and Reuters, JP Morgan Chase CEO Jamie Dimon warned on July 20 that financial markets are overly optimistic about geopolitical risks and potential U.S. fiscal deterioration. Dimon stated he would not personally purchase long-term U.S. Treasury bonds or stock market indices at

According to Citi's latest report, the "Magnificent Seven" technology stocks are no longer a suitable framework for evaluating large-cap growth momentum, and the firm is shifting focus to a broader "Growth Cohort" spanning six industries. The Magnificent Seven ETF (MAGS-US) has gained only 1% year-t

A U.S. lawmaker sent a letter to SEC Chair Paul Atkins on Monday urging the agency to review Truth Social's planned Truth API product before its August 1 debut and assess whether it raises securities law, market manipulation, or investor protection concerns. The API, developed by TMTG, will

According to ICE Futures, Brent crude for September delivery rose 1.79 dollars to 91.01 per barrel on July 21 (local time), marking a 2.01% gain. The surge follows escalating military tensions between the U.S. and Iran, alongside threats from Yemen's Houthi forces to disrupt Red Sea

According to CME FedWatch, the Federal Reserve has a 74.9% probability of maintaining interest rates at the July meeting on July 22, with a 25.1% probability of a 25-basis-point rate hike. For the September meeting, the Fed has a 28.9% probability of holding rates steady, a 55.7% probability of a 25