Global TradFi & Macroeconomics

According to SK Hynix on July 29, the South Korean chipmaker completed long-term supply agreement (LTA) negotiations with over 10 core customers, with additional contracts under discussion. The company said LTA contracts typically feature a five-year basic term with prices reflecting market

According to BNP Paribas Seoul branch head Seo Eun-jong in an interview with Yonhapinfomax today (July 29), financial markets are excessively pricing in interest rate increases from the Bank of Korea. Seo stated that short-term interest rate swap (IRS) markets are factoring in four to five rate

According to Seagate Technology's fiscal fourth-quarter results released on July 28, the storage company reported revenue of $3.63 billion, up 48% year over year and beating analyst estimates near $3.50 billion. Non-GAAP earnings per share came in at $5.71, exceeding expectations of $5.10, while

According to CNBC, on July 27, renowned short-seller Steve Eisman warned that the market's biggest risk is investor concentration in artificial intelligence. Eisman noted that if AI development disappoints, the market could face a sharp correction. He highlighted that seemingly diversified

Gate News: According to the latest Gate TradFi data, XBRUSD (Brent Crude UKOIL) has surged by 2% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

According to Korea Exchange, Samsung Electronics rose 3.86% to 228,500 won by 9:26 a.m. on July 29. The gain came as bargain-buying interest emerged following the previous day's decline, offsetting weakness in the U.S. semiconductor sector overnight where major chip stocks

According to Goldman Sachs' latest strategy report on July 29, Japan's AI semiconductor stocks experienced a sharp selloff that creates a buying opportunity, with strong earnings prospects expected to revive investor interest in semiconductor equities. The catalyst is Intel's increase in 2026

KOSPI rebounded on the morning of July 29, recovering from the previous day's 'Black Tuesday' decline. The index opened 1.09% higher at 6089.11 and touched 6228.52 at 9:13 AM, marking a 3.4% gain, before paring gains to 1.4% by 9:26 AM. Institutional investors drove the recovery with net purchases e

According to Golden Dragon News and Jin10 Futures, China's refined oil prices are set to rise 685 yuan per ton as of July 29 (the eighth working day), with a change rate of 13.42% and reference crude prices at $88.32 per barrel. The adjustment window closes at midnight on July 31. Market sentiment r

According to Jin10 Futures, as of 08:45 on July 29, the CFETS-NEX people's yuan funding sentiment index reported 58 points, up 7 points from 16:00 on July 28. The index readings by institution type were: large banks 58 (up 8 points), mid-size banks 60 (up 7 points), and non-bank institutions 56 (up

The USD-KRW exchange rate posted its steepest monthly decline in 44 months through the previous day, falling 5.61% this month, according to the Bank of Korea Economic Statistics System on July 29. The rate dropped from 1,549.40 won at the end of last month to 1,462.50 won, driven by improved

Saudi Prince Alwaleed bin Talal acquired approximately 5% of US electric vehicle maker Lucid Motors, according to an SEC filing disclosed on the 29th (local time). The prince's investment firm purchased about 19.5 million shares, valued at approximately $126.8 million (approximately ₩184.7

According to Jin10, the U.S. Senate passed a procedural vote on sanctions against Russia and Iran on July 28, with 86 votes in favor and 12 opposed. Under the bill, the United States will impose 100% secondary tariffs on countries that continue purchasing Russian oil and natural gas. The

According to Visa's Q3 earnings call, the company reported quarterly revenue of $11.6 billion, representing a 14% year-over-year increase. During the earnings presentation, Visa disclosed its stablecoin ecosystem investment initiatives, outlining the company's continued focus on digital currency

Seoul bond markets will track semiconductor stocks and Bank of Korea Governor Shin Hyun-song's remarks on July 29. Shin testifies at the National Assembly Finance and Economy Committee starting around 10am. Market participants will focus on his assessment of Q2 real Gross Domestic Income (GDI)

According to Yonhap Infomax, South Korea's central bank Governor Shin Hyun-song will attend a parliamentary hearing on July 29, with markets closely watching his assessment of Q2 GDP and GDI (Gross Domestic Income) growth figures. The latest consumer inflation expectations survey showed a 1.7% one-y

According to Yonhap Infomax, GS Construction reported Q2 operating profit of 91.3 billion won on July 29, down 43.63% year-over-year and missing market expectations of 115.2 billion won. Revenue fell to 2.78 trillion won, down 13.02% from the same quarter last year. The company's stock fell 5.88% to

According to Jin10, on July 28, Chinese equity indexes declined across the board. The Startup Board fell 7.35%, the Shenzhen Component Index dropped 4.52%, the CSI 300 fell 2.83%, and the Shanghai Composite fell 1.16%. The ChiNext 50 Index slid 6.33%. In contrast, Hong Kong's Hang Seng Index

According to BlockBeats, on July 29, Bloom Energy reported second-quarter 2026 revenue of $1.065 billion, up 165.5% year-over-year. Product revenue reached $935.4 million, climbing 215.4% from $296.6 million in the prior-year period. The company posted a gross margin of 33.4%, up from 26.7% a year e

According to a research report from CITIC Securities released in 2026, foreign capital flow direction provides guidance for Hong Kong stock market timing and sector allocation. The brokerage constructed a foreign capital industry allocation indicator using cumulative foreign inflows and three-week p