Global TradFi & Macroeconomics

According to Chosun Ilbo, Samsung Electronics' stock fell 6.04% to 264,500 won on August 24, hours after the company announced a record 110 trillion won shareholder return plan approved by its board on August 21. The decline, which came despite analyst expectations for even larger buybacks,

Super Micro (SMCI) published an independent investigation report this week, conducted by the law firm Munger, Tolles & Olson, with AlixPartners responsible for the forensic accounting. The investigation took approximately five months and concluded that there was “no evidence that current senior executives knowingly participated in the transfer of products implicated in the case.” While SMCI stock faces pressure from compliance disputes, net cash outflow from operating activities in FY2026 reache

Samsung SDI surged over 8% in early trading on March 24, reaching 518,000 won — a gain of 40,000 won (8.37%) from the previous session as of 9:37 AM. The rally follows expectations tied to the company's recent Samsung Display stake sale, which secured over 4 trillion won in funding disclosed on Marc

Bitcoin (BTC) remains strong, currently trading at around $77,422 as of August 24. U.S. Senator Kirsten Gillibrand is seeking to ban Trump from trading cryptocurrencies, while 63% of respondents believe his crypto profits are improper. The U.S. Office of Government Ethics’ periodic transaction report shows that Trump sold Strategy stock in June and bought Coinbase and Robinhood stock. Macro Events & Crypto Market Highlights According to Bitcoin News, U.S. Senator Kirsten Gillibrand (Democrat, Ne

According to News1, Samsung SDI surged 8.37% to 518,000 won on August 24 as of 9:37 AM, driven by expectations that proceeds from its Samsung Display stake sale will fund battery production capacity expansion. The company announced on August 21 that it will transfer 13.088 million Samsung Display s

As of 09:30 Beijing time today, WTI crude oil futures fell 1.72% and U.S. natural gas futures declined 1.80%, according to real-time futures market data.

As of 09:30 Beijing time on August 24, New York gold futures rose 0.21%, while silver futures fell 0.57% and copper futures declined 0.36%.

According to Gate, USD/JPY fell 0.16% on Aug 24, with the current exchange rate standing at 158.727. Meanwhile, gold prices rose 0.29% to $4,621.62 per ounce, while WTI crude oil declined 0.67% to $86.52 per

According to Yonhapinfomax, on August 24, short-term South Korean government bond yields surged ahead of the Bank of Korea's monetary policy decision this week, with 3-month bond yields rising 8.9 basis points to 2.855% from 2.766% on July 16. In contrast, 3-year bond yields increased only 0.3 basis

According to Yonhapnews Infomax, Bitcoin surged from below $67,000 to above $77,000 this week, climbing over 20%, as it increasingly functions as a hedge against currency debasement. The rally accelerated after U.S. Treasury Secretary Scott Bessent doubled the buyback size of long-term government bo

According to Jin10 Data, on August 24, China's gold jewelry market is experiencing a seasonal surge with a notable shift toward smaller, lightweight products as consumers adjust to sustained high gold prices. Despite earlier volatility, gold prices have rebounded sharply and remain elevated in 2026,

The People's Bank of China (PBoC) conducted a 340 billion yuan seven-day reverse repurchase operation today (August 24), with bids and successful allotments both reaching 340 billion yuan. The operation

Korean financial holding companies adjusted only 10% of performance bonuses exposed to reduction triggers in 2024, according to a Financial Supervisory Service audit. The FSS found that out of 576.5 billion won in bonuses exposed to direct or indirect adjustment causes, only 56.8 billion won was

Major Korean financial holding company chairmen have up to 20 billion won in future cash compensation through performance-linked stocks, according to semi-annual reports disclosed on the 24th. The scale of performance-linked stocks to be received in cash later more than doubled thanks to stock

According to the Inter-bank Foreign Exchange Market, on Aug 24, the USD/CNY midpoint rate was reported at 6.7841, up 24 basis points (CNY depreciation). EUR/CNY declined 43 points to 7.8863; GBP/CNY rose 43 points to 9.2144; AUD/CNY climbed 337 points to 4.8395. Other key pairs: HKD/CNY 0.86542 (+7.

According to Business Insider, MRB Partners strategist Phillip Colmar warned on Friday (August 21) that if 10-year U.S. Treasury yields approach 5%, the S&P 500 could decline 15-20% as investors trigger a broad "risk-off" event. Colmar noted this week that elevated long-term Treasury yields have

According to the Financial Supervisory Service, South Korea's financial holdings actually recovered only 568 billion won (10%) of the 5.76 trillion won in at-risk executive bonuses in 2025. Major banks including KB Financial, Woori Financial, and Hana Financial saw minimal or zero adjustments

According to Economic Daily, semiconductor silicon wafers have experienced their first significant price increase since the COVID-19 pandemic, with hikes of around 10% across 6-inch, 8-inch, and 12-inch specifications. Taiwan-based suppliers including GlobalWafers, Taisheng Technology, and Hejiing h

Federal Reserve Chair Kevin Warsh's shift toward less transparent communication will increase market volatility, according to Goldman Sachs chief economist Jan Hatzius. In a recent report cited by Business Insider on the 23rd (local time), Hatzius warned that reducing forward guidance will make it h

According to Business Insider, on August 23, Federal Reserve Chair Kevin Walsh signaled a potential shift in the Fed's communication strategy that could reduce forward guidance to investors. Goldman Sachs Chief Economist Jan Hatzius warned in a recent report that decreased transparency on the Fed's