Global TradFi & Macroeconomics

Brent crude oil futures broke through $95 per barrel for the first time since June 11. The price surge marks a notable recovery in oil markets following weeks of consolidation.

AI data center infrastructure firm Super Micro Computer (SMCI) received tens of billions of dollars in new orders in the last three months, driving its stock price up close to 20%, according to The Kobeissi Letter. The massive order influx reflects explosive demand in artificial intelligence infrast

According to The Kobeissi Letter, artificial intelligence infrastructure provider Super Micro Computer received $60 billion in new orders over the last three months, with shares surging nearly 20% on the news. The company expects revenue to nearly quintuple year-over-year, driven by explosive

According to research covered by MarketWatch, five S&P 500 companies have emerged as undervalued AI adopters since February 2026, contrary to the market's traditional AI stock focus. The study evaluated over 130 companies across 14 industries and identified Visa, Salesforce, ServiceNow, Evolent

According to Gate data, WTI crude oil rose 4% intraday to $88.42 per barrel on July 22. Brent crude gained over 2%, trading at $91.17 per barrel.

According to Yonhapnews, on July 22, South Korea's FX swap points rose across all tenors as market participants braced for a consecutive Bank of Korea rate hike in August. The 1-year swap point closed at minus 13.80 won, up 0.20 won from opening, while the 6-month, 3-month, and 1-month tenors rose 0

Minor investors in Korea achieved the highest stock returns in the first half of the year, with teenagers recording approximately 40% gains and children under 10 earning around 30%, according to an analysis by Mirae Asset Securities of accounts holding over 1 million won. The high returns stem

According to Zhitong Finance, on July 22, Hang Seng Index futures (July contract) opened at 24,915 points. As of 5:19 PM Beijing time, the contract rose to 24,984 points, up 68 points or 0.273%, trading at a 91-point premium. Trading volume reached 985

According to Microsoft, the company selected 3M's Expanded Beam Optical (EBO) fiber technology for use across its Azure AI data center operations this week. The technology uses an expanded optical pathway that allows signals to travel across a small gap, reducing maintenance needs and improving

Joby Aviation stocks closed at $7.66 on July 21, 2026, down 63% from its 52-week high of $20.95 and near its 52-week low of $6.89. The decline followed a June 30, 2026 corporate filing that disclosed Toyota holds 51% of a manufacturing joint venture formed June 29, 2026, with most capital

According to StockAnalysis and company filings, Joby Aviation's stock closed at $7.66 on July 21, 2026—63% below its 52-week high of $20.95 and near the 52-week low of $6.89. The decline followed disclosure that Toyota holds 51% of the manufacturing joint venture formed June 29, 2026, with the

Securities firms withdrew seeding capital this month from Korean equity private funds after losses hit 10-15% internal thresholds. The withdrawals targeted funds from VIP, NH Hedge, Double U, and Quad Asset Management established in May-June when KOSPI peaked near 9000 points, according to

Market analysts expect LG Innotek to join the MSCI index in the August regular review, while four stocks face likely exclusion, ahead of the announcement scheduled for the 13th of next month. Samsung Securities assessed LG Innotek's inclusion probability at 100% and estimated approximately 313

According to the financial investment industry on July 22, major South Korean securities companies have been redeeming their initial seed capital invested in newly established domestic equity funds after losses reached internal thresholds of 10-15%. The redemptions primarily affected funds

According to Seoul Economic Daily, MSCI's August regular index review, scheduled for announcement on August 13, is expected to see LG Innotek's inclusion and the delisting of HLB, Posco International, Samsung EPS Holdings, and LG Display. Samsung Securities rated LG Innotek's inclusion probability a

According to Guru Club, WTI crude oil surged 4% intraday on July 22, reaching $88.42 per barrel. Brent crude rose over 2% to $91.17 per barrel.

The USD-KRW exchange rate closed at 1,480.10 won in the Seoul foreign exchange market, up 6.70 won from the previous trading day's close of 1,473.40 won, marking its first upward close in Seoul trading in seven sessions. The currency pair rose in response to Middle East geopolitical risks that

According to Korean Economic TV, minors achieved the highest stock returns in South Korea during the first half of 2026. The finding emerged as the Kospi (South Korea's benchmark equity index) marked its strongest performance globally year-to-date, drawing numerous retail investors into the

According to Yonhapinfomax, USD/KRW rose to 1,480.10 on July 22, up 6.70 won from the previous Seoul close of 1,473.40 won, marking a 7-day high. The gains reflect dollar strength amid escalating Middle East geopolitical risks, including ongoing Iranian airstrikes that have continued for 11 days