Global TradFi & Macroeconomics

South Korea's Ministry of Planning and Budget on the 26th defended its proposed Future Response Fund against criticisms that excess tax revenue should prioritize debt repayment. Park Seong-hun, Director of the Future Response Fund Promotion Team, stated during an appearance on the presidential

According to Columbia Threadneedle Investment's fixed income team head Gary Smith, on August 26, the U.S. Treasury's financing needs remain substantial. With bond auction sizes expected to remain stable through 2027, short-term Treasury bills may need to absorb additional financing pressure. The

According to sources cited by external media on August 26, SoftBank Group is in discussions with investment banks to issue bonds worth $100 billion to $200 billion, aimed at refinancing a $40 billion bridge loan obtained for its OpenAI investment. The bond offering could be denominated in U.S.

Samsung Electronics and SK Hynix conducted large-scale share buybacks over four trading days from the 20th to the 25th, with other corporations net purchasing 5.3765 trillion won in the KOSPI market during this period. The buyback programs were triggered by

Top-performing investors at Mirae Asset Securities net-purchased shares of PharmaResearch, Samyang Foods, and Doosan Enerbility on the morning of the 26th, according to data compiled by the brokerage. The top 1% of investors by returns over the past month bought PharmaResearch most heavily,

According to Korea Exchange data, non-financial companies—primarily SK Hynix and Samsung Electronics—purchased 5.37 trillion won in shares over four trading days from August 20–25, offsetting 5.95 trillion won in foreign investor sales. SK Hynix announced a 40 trillion won buyback

According to ChainCatcher, Bitwise Solana Staking ETF (BSOL) received $45 million in inflows over the first two days of this week (August 24-25). The fund's assets under management are approaching $1 billion, according to Bitwise's

Park Sang-hyuk, editor-in-chief of Digital Asset, stated that Bitcoin has established itself as a dollar hedge asset during an appearance on SamproTV on the 26th. Park explained that Bitcoin prices fell on May 25 when US Treasury yields declined due to easing inflation concerns following oil price d

According to regulatory filings, Predee Anuvatnujotikul and Garret Mallal, two portfolio managers at SPX Capital Singapore, departed from the Brazilian hedge fund in June and August, respectively. The departures mark part of SPX Capital's broader global business

According to Bloomberg, SoftBank is considering issuing $10-20 billion in bonds to refinance a bridge loan for its OpenAI investment, with the bond offering potentially launching as early as September. The debt, which may be denominated in both U.S. dollars and euros, would partly repay the $40 bill

Singapore's industrial production rose 6.8% year-over-year in July, matching forecasts. The previous month's figure was revised upward to 7.5% from the initially reported 7.2%.

Five actively managed exchange-traded funds (ETFs) in South Korea were delisted in July and August after failing to meet correlation coefficient requirements with their benchmark indices, despite delivering double-digit annual returns. Korea Investment & Trust Management delisted four ACE-series ETF

According to Blotter, five active ETFs in South Korea were delisted in July and August 2026 after failing to meet regulatory correlation coefficient requirements below 0.7. Four funds from Korea Investment Trust Management—ACE TDF2030, ACE TDF2050, ACE TDF Long-term Asset Allocation, and ACE Apple

Samsung Electronics and SK Hynix announced unprecedented shareholder return programs, with SK Hynix revealing a 40 trillion won buyback-cancellation plan on the 19th and Samsung Electronics unveiling up to 110 trillion won in total returns on 21st. The moves reflect broader trends among

According to financial investment industry sources as of August 26, SK Hynix announced on August 19 a 40 trillion won share buyback and cancellation program, while Samsung Electronics expanded its 2026 shareholder return plan to up to 110 trillion won on August 21. These announcements mark

According to TrendForce, global energy storage battery cell shipments exceeded 460GWh in the first half of 2026, surging approximately 94% compared to the same period in 2025.

ProCap Financial CEO Anthony Pompliano stated on Fox Business on the 25th (local time) that Bitcoin will continue to rise long-term as long as the US government keeps printing money. Pompliano explained that the US Treasury's decision to double its long-term bond buybacks served as a short-term

According to Fox Business, ProCap Financial CEO Anthony Pompliano said on August 25 that Bitcoin will continue to rise as long as the U.S. government maintains monetary expansion. "The U.S. government will never stop

Thomson Reuters Corp. and DocuSign shares fell 4% and 3.2% respectively on Tuesday following Google Cloud's announcement of Gemini Enterprise for Legal, an AI platform designed for law firms and corporate legal teams. Google Cloud CEO Thomas Kurian unveiled the offering, which connects with legal da

According to Google Cloud CEO Thomas Kurian, the company launched Gemini Enterprise for Legal on Tuesday, a specialized AI platform for law firms and corporate legal teams designed to handle research, document analysis, and contract work. Thomson Reuters shares fell 4% and DocuSign declined 3.2%, as