Global TradFi & Macroeconomics

According to Korea Exchange, South Korean insurance stocks surged 12.27% between August 3-21, outperforming the broader KRX main indices. The rally was driven by strong second-quarter earnings and expectations of improved loss ratios following the implementation of acupuncture and moxibustion

According to Jin10 Futures citing Founder Securities research, the Jackson Hole Economic Policy Symposium will take place August 27-29, 2026. Federal Reserve Chair Kevin Powell will deliver his first keynote address as chair on August 28 at 10 a.m. ET (10 p.m. Beijing time). This year's symposium th

Samsung Electronics shares fell 8.7% on Monday after the company announced a record shareholder-return plan that disappointed investors seeking more aggressive buybacks. The stock declined near 257,000 won following Samsung's disclosure of plans to return between 65 billion and 79 billion

U.S. Trade Representative Grier said the delegation will meet with Mexican representatives this week to discuss trade issues.

South Korea's petroleum price cap policy entered its sixth month as first-half gasoline consumption reached a record high of 46.508 million barrels, a 1.3% increase compared to the same period last year, according to the Korea National Oil Corporation's '2026 First Half Domestic Petroleum Supply

According to Wedbush, Nvidia is likely to exceed guidance once more as hyperscaler artificial intelligence capital expenditure surges. The brokerage expects another beat and raise for the company's Q2 results, with accelerating AI capex from large-scale cloud providers driving demand. Wedbush

According to Korea National Oil Corporation, South Korea's gasoline consumption in the first half of 2026 reached 46.508 million barrels, up 1.3% year-over-year and marking a record high for the period. Meanwhile, total petroleum product consumption fell 11.5% during the same timeframe, with

According to Jin10 Futures, as of 20:30 Beijing time on August 24, WTI crude oil futures fell 1.36% and U.S. natural gas futures rose 1.77%.

According to Bank of America, Alibaba shares fell over 2% in premarket trade on Monday following the company's $10.2 billion Hong Kong share placement. The bank cited immediate dilution, rising AI infrastructure depreciation, and uncertainty over elevated capital expenditure duration as potential he

The Chicago Federal Reserve's National Activity Index fell to -0.08 in July, down from -0.02 in the prior month, reflecting a slight softening in U.S. economic activity.

The Chicago Federal Reserve's National Activity Index came in at -0.08 for July. The previous month's reading was revised upward to 0.06 from an initially reported -0.02.

According to Odaily, Wells Fargo upgraded Marvell Technology (MRVL) to overweight on August 21, raising its stock price target from $240 to $310. The new target implies approximately 31% upside from Friday's close. Wells Fargo analyst Aaron Rax noted in a client report that the bank views Marvell

According to two senior U.S. Treasury officials, as reported by Jin10, the U.S. Treasury Department moved to deploy nearly $1 trillion from its general account on August 24 evening (Beijing time), triggering sharp U.S. Treasury yield swings. The 2-year Treasury yield rose 0.17%, while the 5-year

Michael Burry, the investor known as the real-life protagonist of the film 'The Big Short,' sold all his Alibaba stocks, according to a recent Substack post on the 23rd. Burry stated Alibaba shares would need to fall by half from current levels before he'd reconsider investing, calling the stock

According to Bloomberg, legendary investor Michael Burry disclosed yesterday that he has fully exited his Alibaba position, stating the stock needs to drop 50% before he would reconsider buying it. Burry, founder of Scion Capital and known for betting against the U.S. housing market during the 2008

MicroCloud Hologram, a NASDAQ-listed firm specializing in holographic displays and LiDAR sensors, acquired a stake in MicroStrategy valued at $15.76 million, obtaining 140,268 shares through the settlement of a structured note rather than an open-market purchase. The acquisition was motivated by Mic

Federal Reserve Chair Kevin Warsh will deliver his first keynote address at the Jackson Hole economic symposium this Friday (August 28), with markets increasingly expecting him to signal a potential path toward rate hikes amid rising U.S. Treasury yields. The speech comes as U.S. inflation has

MicroCloud Hologram announced that it has acquired 140,268 shares of MicroStrategy, valued at approximately $15.76 million, through the settlement of a structured note. The acquisition provides the holographic display and LiDAR sensor firm with indirect exposure to Bitcoin, leveraging MicroStrategy'

Strategy, a bitcoin treasury company, sold approximately $2 billion worth of MSTR shares between Aug. 17 and Aug. 23 without purchasing or selling any bitcoin during the period, according to an 8-K filing with the Securities and Exchange Commission on Monday. The firm sold 18,261,118 MSTR shares and

According to Shanghai Stock Exchange, Sunway Technologies announced on August 24 that it will conduct an initial public offering and list on the Shanghai Stock Exchange STAR Board. The preliminary pricing date is set for August 28, with final pricing to be determined on August 31.