Global TradFi & Macroeconomics

According to overseas brokers, the dollar-won 1-month non-deliverable forward (NDF) plunged to 1,452.20 on July 29, down 10.10 won from Seoul's previous close of 1,462.50. The decline reflects broader dollar weakness driven by a weaker-than-expected U.S. consumer confidence index and easing

According to Yonhapinfomax citing consensus from five major Korean brokers, Coway reported Q2 revenue of 1.409 trillion won (up 11.93% year-over-year) and operating profit of 266.9 billion won (up 9.97% YoY). Domestic rental account net adds reached 200,000 in Q2, marking a record quarterly high and

According to Yonhapinfomax, renewable energy company Bloom Energy (NYSE: BE) dropped 11.34% to $166.84 on July 28 New York time, then rebounded 10% in after-hours trading, after reporting Q2 earnings that significantly exceeded Wall Street expectations. The company posted Q2 earnings per share

According to Jin10, on July 29, spot gold traded near $4,020 in early sessions, extending losses from the previous trading day as traders weighed the Federal Reserve's rate decision prospects. Interest rate swap markets show approximately a one-third probability of a 25 basis point rate increase, re

According to Yonhapinfomax, Hanwha Q&C, South Korea's insurance provider specializing in women-focused products, submitted a mobile app-based maternal and women's health management service to the Financial Supervisory Service on July 29. The service, launching in October, will offer

According to Yonhapinfomacs, SK Hynix's margin trading balance rose 187.6 billion Korean won (3.70%) in July despite the stock falling 31.47% over the month. The increase marks the largest growth among Korean stocks, as individual investors doubled down on the semiconductor giant despite broader mar

According to Jin10 Futures, on Tuesday, July 28, LME copper fell amid a stronger U.S. dollar and rising expectations for Federal Reserve interest rate decisions. Market participants are monitoring the Fed's upcoming policy announcement, with futures markets pricing in a 62%

The S&P 500 closed up 0.21% at 7428.78 on July 28, as gains in economically sensitive stocks on Middle East geopolitical risk relief were offset by declines in semiconductor shares. AI investment concerns continued to weigh on the tech sector. The Nasdaq and other major indexes posted mixed

South Korean government bond futures rose in overnight trading on the 29th as international oil prices fell for the third consecutive day. The 3-year bond futures closed 2 ticks higher at 103.02, while the 10-year bond futures gained 9 ticks to finish at 105.64. The gains came amid a sharp decline i

According to South Korean financial industry sources, SK Hynix shares fell sharply on July 29 ahead of the company's second-quarter earnings announcement. The decline reflects broader market sentiment, with investors adopting a cautious stance and taking profits amid a wave of big tech earnings

Korean financial authorities faced mounting pressure from investors on the 28th after the KOSPI index crashed over 10% in a single trading session, breaking below 6000 during intraday trading while the KOSDAQ fell below 700. The sharp decline triggered widespread calls for government market

According to the National Energy Administration's China Oil and Gas Exploration Development Report (2026) released recently, China's oil and gas industry will implement a new strategic action plan for oil and gas exploration and

SK Hynix posted a record quarterly profit on Wednesday but missed analyst estimates for its second quarter ended June. The South Korean memory chip maker reported revenue of 79.32 trillion won versus 84 trillion won

CNBC's Jim Cramer on Tuesday advised investors to avoid chasing stocks during parabolic rallies, recommending 'stairstep stocks' instead. Cramer explained that parabolic moves occur when a stock's gains accelerate rapidly after a strong catalyst, but these rallies often unravel quickly once

According to the Yonhap News Agency, on July 29, South Korea's presidential policy chief Kim Yong-beom identified mounting volatility in the domestic stock market, citing factors including the DeepSeek shock, exchange-traded fund (ETF) spillovers, and variables from Chinese tech companies such as ch

According to its Q3 earnings report, Visa reported Q3 revenue of $11.6 billion, up 14% year-over-year and beating analyst expectations of $11.4 billion. Adjusted earnings per share (EPS) reached $3.32, up 11% year-over-year, exceeding the expected $3.23. Payment volumes grew 10% year-over-year,

The KOSPI declined 34% from its June 22 peak over 25 trading days, with intraday losses reaching 36%, according to a report by IBK Securities researcher Byun Jun-ho. The decline was driven by concerns over artificial intelligence and semiconductor sectors originating from the United States and

According to market reports, the MSCI global semiconductor index fell 16% this month, marking its worst performance since 2022, despite remaining 28% higher year-to-date. The Philadelphia Semiconductor Index declined over 4% on July 28 alone, extending losses to four consecutive trading sessions.

According to iM Securities on July 29, South Korea's KOSPI index has declined 34% from its peak over roughly one month, a pullback the firm views as excessive given no weakening signals in semiconductor exports. Research analyst Park Sang-hyun noted that historically, major KOSPI corrections