Global TradFi & Macroeconomics

According to a statement from South Korea's Ministry of Trade, Industry and Energy on July 21, the country's crude oil supply remains stable despite escalating geopolitical tensions in the Middle East. The ministry confirmed that secured spot crude supplies for July and August reached 110% of year-a

Link REIT (00823) has agreed to sell a 50% equity stake in 100 Market Street, Sydney, to Aware Real Estate for approximately AUD 226 million. Net proceeds from the transaction are around AUD 223 million. The transaction is expected to complete within the third quarter, with proceeds allocated to

According to Newsis, South Korean retail investors made net purchases of $2.879 billion in U.S. semiconductor and index exchange-traded funds today (July 22), marking the largest inflow in five months. The surge represents a fourfold increase from June's $632.96 million and reflects renewed buying s

According to Benzinga, Intel will release its second-quarter earnings this week while simultaneously announcing additional layoffs in its Data Center Group as part of a broader restructuring strategy. The company confirmed the organizational adjustments following reports from CNBC, stating the

According to Odaily citing MSX.COM data, Hong Kong large language model stocks declined on July 22, with Zhipu (02513.HK) falling more than 3% and MiniMax-W (00100.HK) dropping over 4% after an initial morning

South Korea's domestic stock market participants saw margin trading volumes decline as forced liquidation ratios climbed to a year-high level, according to data released by the Financial Investment Association covering the period from the 1st to the 20th. The ratio of forced liquidations relative to

The Bank for International Settlements (BIS) research team released Working Paper No. 1370, analyzing data on foreign-currency deposits and inflows of USD-pegged stablecoins across more than 130 economies. It found that USD stablecoins are spreading through “digital dollarization” mechanisms in emerging markets, and that stablecoin inflows show almost no response to capital controls and foreign-exchange restrictions because “part of the stablecoin circulation remains outside the regulatory perim

According to the Korea Financial Investment Association, the average daily reverse repurchase ratio from July 1-20 reached 3.55%, marking the highest level mid-year. The ratio surged from 1.13% in April and 2.63% in May, reflecting intensifying liquidation pressure as domestic stock market

The Thai baht weakened to 33.775 against the U.S. dollar, marking its lowest level since mid-April 2025.

According to BeInCrypto, since June 25, Ethereum has outperformed Roundhill Memory ETF (DRAM) by 72 percentage points as AI capital rotates from memory chip stocks to the blockchain. Ethereum rose 24% during the period while DRAM fell 38%, according to Fundstrat co-founder Tom Lee. DRAM, the first E

At around 3:00 a.m. Beijing time on July 23, Alphabet (GOOGL) will release its 2026 Q2 earnings report. By the close on July 22, Alphabet’s share price was $347.15, down 1.38% on the day, having fallen about 15% from the 52-week high of $408.61 set in May. Persistent pressure on the stock price ahead of the earnings release reflects market disagreement over the core question facing this tech giant: with AI-related capital expenditures at an unprecedented scale, when will they translate into sust

Bristol Myers Squibb (NYSE: BMY) stock closed at $60.93 on July 21, up 1.28% on the day. The previous day, the company announced the integration of NVIDIA’s DGX SuperPOD (with the DGX Vera Rubin NVL72 system) to enhance its AI capabilities, aiming to advance research programs in oncology and immunology. Bristol Myers Squibb and NVIDIA DGX SuperPOD Partnership Announcement Based on market data for July 21, 2026, BMY stock closed at $60.93, up 1.28% from the prior trading day. The day before (July

South Korean Minister of Trade, Industry and Energy Kim Jung-kwan visits Washington D.C. from the 22nd to the 25th to meet US Commerce Secretary Howard Lutnick. Trade Representative Yeo Han-koo accompanies the visit to discuss the US government's planned Section 301 tariffs. The US Trade Representat

According to Guru Club, spot silver rose 2% intraday on July 22, reaching $59.94 per ounce.

Seoul forex dealers forecast the Korean won will face depreciation pressure on May 22 due to unresolved Middle East geopolitical tensions, but dollar selling from exporters and foreign stock purchases will cap exchange rate gains. Persistent US-Iran conflict emerged as the primary driver of won

According to China's Ministry of Commerce, Brazilian beef imports under safeguard measures reached 80% of the specified quantity on July 21. Per Ministry of Commerce Announcement 2025 No. 87, an additional 55% tariff will be imposed on current applicable tariff rates starting from the third day

According to South Korea's Ministry of Industry, Trade and Resources, Industry Minister Kim Jung-gwan is visiting Washington, D.C., from July 22 to 25 to discuss trade negotiations with U.S. Commerce Secretary Howard Lutnick and other officials. The delegation, led by Minister Kim and Trade

Samsung Electronics and SK Hynix single-stock leveraged exchange-traded funds (ETFs) faced mounting criticism approximately one month after their May 16 launch. The 16 leveraged products, introduced to repatriate overseas Korean retail investors and stabilize exchange rates, have been blamed for

According to Tencent Self-selected Stocks, on July 22, the Hang Seng Index opened down 0.61% while the Hang Seng Tech Index fell 0.71%. Semiconductor stocks outperformed, with Maxim Integrated (03986) rising over 3%, Lastour Technology and SMIC gaining nearly 2%

According to its official announcement, Bitcoin miner Ionic Digital received SEC approval for its S-1 registration statement, with class A common shares set to begin trading on Nasdaq Global Select Market on July 28 under ticker symbol IOND. The company will conduct a direct listing without