Global TradFi & Macroeconomics

According to Korea Exchange, the KOSPI index closed near the 6,000-point level on July 30, driven by Samsung Electronics' 8% rally. The benchmark gained 18.53 points (0.33%) to 5,681.77, with Samsung's strong performance pulling the broader market higher after two consecutive days of

According to FOMC records released on July 29, the Federal Reserve voted 9-3 to maintain the federal funds rate target at 3.5%-3.75%. The three dissenting votes, which favored a 25-basis-point rate hike, represent the highest number of consistent dissents in a single policy decision since 2016,

According to BizWatch, South Korea's KOSPI index rebounded 291.89 points (+5.15%) to 5,955.13 on the morning of July 30, following two consecutive circuit breakers on July 28 and 29. The recovery was driven by Samsung Electronics' announcement of record-high Q2 operating profit of 89.49 trillion

Citi forecasts the Bank of Korea will raise its base rate again at the August Monetary Policy Committee meeting despite the sharp KOSPI decline, according to economist Kim Jin-wook in a report released on the 30th. BOK Governor Shin Hyun-song instructed to monitor semiconductor prices rather than me

Microsoft shares jumped more than 8% in after-hours trading following its earnings release on July 29. CEO Satya Nadella said during the earnings call that Copilot’s chat, coding, and agentic features will be integrated into a single “super app” within this year, spanning both the consumer and enterprise sides. On the earnings front: Q4 revenue reached $90 billion, with EPS of $4.81—both beating analysts’ expectations. Copilot will be integrated into a super app within this year, covering both c

LG Energy Solution confirmed Q2 revenue of 7.5602 trillion won, a 24.8% year-over-year increase, and operating profit of 113.3 billion won on the 30th. The Korean battery maker's results matched preliminary figures released on the 7th, driven by expanded energy storage system (ESS) shipments to

Major investment banks assessed the Federal Reserve's July Federal Open Market Committee (FOMC) meeting as more dovish than expected, according to a report from the Bank of Korea's New York office on the 30th. Market participants evaluated Fed Chair Kevin Warsh's press conference as reducing the

Federal Reserve Chair Kevin Warsh held the July Federal Open Market Committee meeting, with major investment banks assessing the outcome as more dovish than anticipated, according to a report from the Bank of Korea's New York office on the 30th. The Fed maintained its policy rate unchanged, but

According to Citi economist Kim Jin-wook's report released today (July 30), Citi forecasts the Bank of Korea will raise its benchmark interest rate again in August despite the KOSPI's sharp decline. Kim noted that Bank of Korea Governor Shin Hyun-song prioritizes real economic indicators over

According to Business Insider, Meta's second-quarter capital expenditures surged to $30.78 billion on July 29, up 82.6% year-over-year, while free cash flow plummeted 91% to $784 million, raising concerns over the company's AI investment strategy. eMarketer senior analyst Minda Smiley criticized Met

According to Onchain Lens, a Hyperliquid trader deposited 15.29 million USDC and opened approximately 73.82 million in long positions today (July 30). The largest allocation was a 62.02 million position in S&P 500 index futures at 20x

According to Yonhap Infomax, LG Energy Solution reported on July 30 that second-quarter revenue reached 7.56 trillion won, up 24.8% year-over-year, with operating profit of 113.3 billion won. The company secured over $3 billion in orders for energy storage systems (ESS) targeting artificial

South Korean retail investors face the threat of record-scale forced liquidations following KOSPI's closure at 5663.24 on the 29th, according to Korea Exchange data released on the 30th. The index plunged 16.17% (1092.51 points) over just two trading days starting the 28th, triggering

According to BlockBeats, on July 30, Federal Reserve Chair Powell's post-meeting remarks raised Wall Street concerns about his anti-inflation credibility after failing to clarify future policy direction. JPMorgan subsequently advanced its expectation for the Fed's first rate hike from H2 2027 to

According to Korea Exchange, South Korea's KOSPI index fell 16.17% (1,092.51 points) to 5,663.24 on July 29-30, dropping to its lowest level in six months. The sharp decline triggered a wave of margin call warnings for retail investors who borrowed money to buy stocks. Major securities firms

South Korean government bond futures opened mixed on July 30 at 9:03 AM, with the 3-year contract rising 2 ticks to 103.11 while the 10-year contract fell 21 ticks to 105.63. The divergence followed overnight steepening in the US Treasury curve after the Federal Open Market Committee (FOMC)

South Korea's KOSPI index surged 4.41% to 5,912.84 on July 30 at 10:45 AM KST, gaining 249.60 points as institutional and foreign investors drove buying pressure. The index recovered above the 5,900 mark after dipping to 5,547.41 earlier in the trading session, supported by bargain hunting at

According to Korea Exchange, Samsung Electronics shares surged 6.24% to 221,500 Korean won on July 30, with preferred shares up 5.61% to 162,000 won. The rally followed the company's announcement of record second-quarter operating profit, marking the third consecutive quarter of all-time high

According to Yonhapinfomax, the U.S. Federal Reserve held its policy rate at 3.50%–3.75% on July 30 at the Federal Open Market Committee meeting, as expected by markets. However, three Fed officials—Lorie Logan of the Dallas Federal Reserve, Beth Hammack of the Cleveland Federal Reserve, and Neel