Global TradFi & Macroeconomics

According to Korea Exchange filings on Aug 24, Kang Ho-jun, CEO of education company Daegyo, purchased over 315 million Korean won worth of company shares during five consecutive trading days from Aug 5–11. The purchases increased his shareholding from 26,000 shares to 324,796 shares, with an

According to Mark Dowding, fixed income head at RBC Capital Markets, the firm continues to favor inflation-linked bonds and interest rate swaps on August 24, citing unclear Middle East peace prospects. Dowding stated that hopes for a peace agreement have weakened further, with trade flows through th

The Philippines' Department of Energy announced fuel price increases starting August 25, with gasoline rising by P1.08 per liter, diesel by P2.31 per liter, and kerosene by P0.95 per liter. The adjustments were disclosed during a press conference on August 24. The increases stem from global crude pr

According to Societe Generale rate strategists, German 10-year Bund yields reached 3.25% on Aug 24, hitting the bank's fourth-quarter target. However, strategists noted the selloff is far from over, citing that term premium reconstruction

According to the Department of Energy, fuel prices in the Philippines are set to increase starting Tuesday, August 25, marking the second consecutive week of hikes. The DOE announced on August 24 the following adjustments: gasoline will rise by 1.08 pesos per liter, diesel by 2.31 pesos per liter, a

According to Goldman Sachs research published on August 21, MSCI Asia Pacific ex-Japan (MXAPJ) reported 135% year-over-year profit growth in the second quarter, with 46% of companies beating earnings expectations. The index trades at 11x forward price-to-earnings, nearly 2 standard deviations

According to Jin10, A stock CPO sector stocks declined sharply in afternoon trading on August 24. Zhongji Xuechuang fell nearly 10%, while Tianfu Communications dropped over 11%. Xinyisheng, Taichen Optoelectronics, Cizhou Electronics, Changguang Huaxin, and Dongshan Precision all declined more

According to Odaily, Hong Kong-listed leveraged products tracking Samsung Electronics have declined over 18%, while the 2x daily leveraged product on SK Hynix has fallen more than 5%, based on real-time market

According to Tradeweb data, U.S. Treasury yields declined during Asia trading on August 24. The 10-year yield fell 2.2 basis points to 4.714%, while the 30-year yield dropped 2.7 basis points to 5.248%. Yields remain elevated despite the decline, after last week's debt market rally following

Raw sugar prices reached 17.99 cents per pound on August 20, their highest level in more than a year, amid tightening global supplies. Benchmark raw sugar traded at 17.61 cents on August 21, up nearly 20% over the past month. India announced on August 20 it would allow 1 million metric tons of raw s

According to Jin10, on August 24, the Korean won continued to strengthen as markets anticipate a potential rate hike from the Bank of Korea on Thursday. The currency gains persisted despite ongoing weakness in the KOSPI stock index, with the U.S. dollar facing continued downward pressure amid

According to Seoul Econ, on August 21 Samsung Electronics announced a record 90-110 trillion won shareholder return plan, with 30 trillion won in cash dividends to be executed in the third quarter. However, securities analysts project actual share buybacks and cancellations will reach only 10-20 tri

According to Korean Economic TV, Kakao's stock price plummeted on Friday following the announcement of a share split designed to preserve shareholder value. Short-selling trading volume surged nearly 10-fold in response to the announcement.

According to Korea Exchange data, Samsung Electronics fell 8.17% to 258,500 won as of 2:20 p.m. on August 24, while SK Hynix declined 2.25% to 1,691,000 won on the same day, after both semiconductor giants announced large-scale shareholder return programs in recent trading sessions. Analysts

According to Barcleys interest rate strategists on August 24, Federal Reserve Chair Powell will likely advocate for reducing the central banks reliance on forward guidance at the Kansas City Feds annual Jackson Hole Economic Symposium, to be held August 27-29. The strategists believe Powell views fo

According to Foresight News, Robinhood CEO Vlad Tenev said in a recent interview that prediction markets have become the company's fastest-growing business line, generating hundreds of millions in annual revenue. The company launched its prediction market product shortly after legal approval of

According to MarketWatch columnist Brett Arends, rising long-term Treasury yields and elevated U.S. stock valuations pose significant risks to financial markets. The 10-year U.S. Treasury yield returned to approximately 4.70% on Thursday morning, erasing gains from the Treasury Department's

According to Ray Dalio, founder of Bridgewater Associates, on August 21, the U.S. federal government could face a debt crisis within three years. In response, Dalio recommended reducing bond allocations in investment portfolios while increasing gold holdings to 10-15%, according to his LinkedIn

Shanghai Futures Exchange Europe-Asia shipping futures main contract rose 8% today, closing at 2,040 points.