Global TradFi & Macroeconomics

According to Yonhapinfomax, on July 30, South Korean retail investors made KODEX SK Hynix single-stock leverage ETF the top-purchased ETF product among all ETF categories, with net inflows reaching approximately 1.0247 trillion won since regulatory measures were announced on July 20. This occurred d

According to JPMorgan strategist Junya Tanase, Japan's cumulative forex interventions have exceeded 15 trillion yen ($9.4 billion) from 2024 levels ahead of the Bank of Japan's policy decision on July 31. If foreign exchange reserves continue to decline, further intervention may become constrained d

According to U.S. Central Command (CENTCOM), the U.S. military launched massive strikes on Iranian Islamic Revolutionary Guard Corps (IRGC) facilities on July 31 in response to Iranian attacks on U.S. forces in the Middle East. The strikes, completed within two hours, targeted dozens of IRGC militar

According to South Korea's Financial Supervisory Service, foreign investors net sold 50.98 trillion Korean won of KOSPI-listed stocks in June while net purchasing 1.64 trillion Korean won of KOSDAQ shares. The data released on July 31 marks

According to Jin10, Japan's Tokyo consumer price index (CPI) reached its fastest increase since December 2025 in June.

USD/JPY broke above 160 intraday on July 30, gaining 0.33% during the session.

Japan's Tokyo unadjusted CPI month-on-month rose to 0.4% in July, compared with 0% in the prior month.

The Maharlika Investment Corporation (MIC) reported a net income of P2.36 billion for FY 2025 and earned recognition as one of Taguig City's top 100 taxpayers for tax year 2025, less than two years after establishing its headquarters in the city. The profitability decline of nearly 12% from the

Samsung Electronics and SK Hynix stocks surged 15% and 18% respectively in NXT pre-market trading on the 31st at 8am, following a sharp rally in US semiconductor stocks the previous night. The gains were driven by easing concerns over artificial intelligence investment returns and bolstered by SK

According to Bloomberg, Amazon's AWS revenue reached $42.2 billion in Q2 2026, up 37% year-over-year, the fastest growth since Q4 2021, as the cloud services division delivered its fifth consecutive quarter of accelerating sales. The beat of analyst expectations of $40.6 billion helped drive Amazon'

Individual investors in South Korea's KOSPI market sold 1.97 trillion won on the 29th and 1.43 trillion won on the 30th, reversing their earlier buying stance. The shift followed consecutive circuit breaker triggers that shattered confidence after investors had purchased over 4.3 trillion won on the

Tokyo's core consumer price index (excluding fresh food and energy) rose 2 percent year-over-year in July, matching the forecast and marking a 0.1 percentage point increase from 1.9 percent in June.

According to Jin10 Futures, copper prices on the London Metal Exchange rose 2.9% to $6.49 per pound on Thursday, July 31, reaching their highest level in a week. The increase was driven by a weaker U.S. dollar following the Federal Reserve's decision to hold interest rates steady and moderating

Japan's job-to-applicant ratio rose to 1.18 in June, according to official labor statistics, exceeding economists' forecast of 1.17 and matching the previous month's level of 1.17. The ratio indicates the number of job openings per job seeker in the country's labor

According to The Information, TSMC ADR rose over 7% on Thursday (July 24) after the company was reported to be developing an advanced chip packaging technology similar to Intel's EMIB (Embedded Multi-die Interconnect Bridge). TSMC is collaborating with Taiwanese supplier Chipbond Technology on the d

According to Jin10 Futures on July 31, ICE cotton futures rose 1.43% on Thursday, supported by improved U.S. export sales and a significantly weaker dollar. The dollar decline followed the Federal Reserve's decision to hold interest rates unchanged, enhancing U.S. cotton competitiveness in

Japan's Tokyo consumer price index (CPI) rose to an annual rate of 2% in July, exceeding expectations of 1.80% and up from 1.70% in the previous month.

Japan's unemployment rate came in at 2.5% in June, matching the forecast of 2.50% and holding steady from the previous month's reading of 2.50%.

Japan's July Tokyo core consumer price index came in at 1.9% year-over-year, exceeding the forecast of 1.8% and rising from 1.6% in the previous month.

According to Yonhap Infomax, South Korean retail investors shifted from buying to massive selling on July 29-30 after two consecutive circuit breaker halts on the KOSPI index. On July 28, when the first circuit breaker was triggered, retail investors recorded net buying of 4.3 trillion won,