Global TradFi & Macroeconomics

According to Shanghai Steel Union, battery-grade lithium carbonate (MMLC) mid-price reached 152,250 yuan per ton in early trading today (August 27), down 100 yuan from the previous day's 16:30 closing price.

According to Barron's, China's 2023 ban on Micron (MU-US) intended as a punitive measure has inadvertently benefited the chipmaker. The ban forced Micron to reduce its China revenue exposure years early. FactSet data shows China now accounts for only 7% of Micron's total revenue, compared to 19% for

The Governor of the Bank of Korea noted on Thursday that the country's government bond yields are declining, interpreting the move as a positive market reaction to the central bank's rate decision announced on the same day.

According to Jin10 Data, as of August 27, gold bar prices from major Chinese banks and brands showed mixed movements. China Construction Bank's gold bars rose 6.7 yuan per gram, the largest gain, while Caibai Jewelry's fell 8 yuan per gram, the steepest decline. Industrial and Commercial Bank of Chi

According to Herald Biz, Nvidia reported better-than-expected second-quarter results on August 26, with revenue of $96.22 billion exceeding forecasts of $92.3 billion. The company raised its third-quarter revenue guidance to $108 billion, surpassing market expectations of $104.2 billion, citing

Moody’s Chief Economist Mark Zandi recently warned on a podcast that the preconditions for a U.S. economic crisis are forming simultaneously. He said, “In my 35-year career, I have never seen all the indicators sounding the alarm at the same time.” As of Aug. 18, total U.S. public debt stood at approximately $40.05 trillion, the annual fiscal deficit was close to $2 trillion, and the debt-to-GDP ratio remained at a historic high. Zandi: First Time in 35-Year Career Seeing All Fiscal Indicators D

Micron promoted two senior executives on the 26th to address AI memory demand. The U.S. memory chipmaker assigned Bhatia and DeBoer broader responsibilities immediately to manage global operations and technology development. Micron reported record quarterly revenue of 41.46 billion USD in its

According to Yonhap Infomax, Micron announced on August 26 promotions for executives Bhatia and Divoer to expand responsibilities in response to surging AI-driven memory semiconductor demand. Bhatia, who joined in 2017, now oversees global operations and business units including capital

According to Mediapen, South Korea's KOSPI index (Korean Composite Stock Price Index) opened August 27 with strong gains of 2.76%, reaching 6,996.12 points. However, by 9:46 a.m., the gains had narrowed to 1.65%, with the index at 6,920.48 points.

According to The Fact, on August 27, activist fund Flashlight Capital Partners (FCP) proposed acquiring 20.6% of S-One held by five Samsung subsidiaries—Samsung SDI, Samsung Life Insurance, Samsung Card, Samsung Securities, and Samsung Fire & Marine Insurance—for a total of 906.6 billion won. The pr

According to NH Investment Securities on August 27, the firm cut its target price for Hyundai Motor to 620,000 Korean won from 760,000 won, citing disappointing progress in new business initiatives. The 18.4% reduction reflects market expectations for concrete updates on robotics and autonomous

The Crypto Fear & Greed Index surged to 74 (Greed) on August 26, rebounding significantly from the August 6 low of 25 (Extreme Fear), before edging down to 65 on August 27. Historical data shows that the last time the index reached a similar high was October 5, 2025. Within the following five days, the cryptocurrency market experienced a massive liquidation wave, with $19 billion in leveraged positions liquidated in a single day. Fear & Greed Index Reaches 74 After Rebounding from Extreme Fear L

According to Jin10 Futures, China's CFETS-NEX RMB funding sentiment index fell to 46 as of 10:15 on August 27, down 2 points from the morning level. Large banks, mid-sized banks, and non-bank institutions registered index readings of 45, 47, and 45 respectively, each declining 2 points. Index

According to Jin10, on Thursday, August 27, Shanghai gold's early trading price stood at 1,001.68 yuan per gram, trailing the international gold price of approximately 1,002.51 yuan per gram by 0.83 yuan.

According to Jin10, as of August 27, 10:17, China's futures markets showed mixed capital flows. Shanghai Silver 2610 led inflows with 822 million yuan, followed by Coke 2701 at 584 million yuan and Shanghai Zinc 2610 at 457 million yuan. On the outflow side, CSI 1000 2609 saw the largest exit at 4.9

South Korea's economy faces contrasting signals as research institutions upgrade growth forecasts while financial markets experience sharp volatility. The Korea Development Institute raised its GDP forecast for the year from 2.5% to 3.2%, and Moody's projected 3.5% growth, citing semiconductor

BMO Capital Markets initiated coverage on Broadcom with an outperform rating and a $455 price target on the 27th (local time), according to TheStreet. The analysis was led by Hashi Kumar, a senior analyst who has covered semiconductor stocks at BMO for over a decade, lending significant weight to hi

Korean government bond futures opened weak on August 27 at 9:01 AM, with 3-year futures down 7 ticks to 103.25 and 10-year futures down 10 ticks to 105.84, as the market awaited the August Monetary Policy Committee meeting. The weakness reflected overnight declines in US Treasury yields following

The Bank of Korea raised its base interest rate to 3.00% in its August monetary policy committee meeting, marking the second consecutive monthly increase, as financial markets exhibited significant volatility despite upgraded economic growth forecasts. The Korea Development Institute raised its

According to the Financial Investment Association, NPX and Arc Solutions, two companies delisted from KOSPI and KOSDAQ markets, will resume trading on K-OTC (Korea Over-The-Counter market) starting from August 31. The association announced on August 27 that both companies have been newly