Global TradFi & Macroeconomics

According to Asia Economy on August 25, South Korea is advancing plans to relocate major pension funds and financial institutions away from Seoul amid regional development efforts. The move has sparked concerns about concentration of capital and talent networks required for alternative

According to KB Securities researcher Lim Jae-gyun on August 29, South Korea's government bond issuance this year could fall to approximately 214 trillion won, down over 11.6 trillion won from the original plan. This forecast reflects lower-than-guideline allocation to longer-term bonds, with the 30

According to Goldman Sachs and UBS, international gold prices surged 18% over one month to reach $4,712.8 per ounce on August 24, with year-end targets at $4,900 and predictions of $5,000 per ounce by the first half of next year. The rally reflects weakening U.S. dollar momentum and reduced

On August 26, SK Biopharmaceuticals acquired global exclusive rights to opicapine and other Kv7 series compounds from BioHaven for up to $795 million (approximately 1.1 trillion Korean won), marking the largest overseas drug acquisition by a domestic South Korean biotech firm. Multiple Korean

According to KB Securities analyst Oh Jae-young on August 30, the won-dollar exchange rate, which recently fell to the late 1,300s, is expected to trade in the 1,350-1,450 won range in the near term.

According to President Trump, the United States reached an agreement with Venezuela on August 28, gaining majority control over more than 65 billion barrels of the country's proven oil reserves.

Major South Korean listed companies including LG, Lotte, and Orion this year have introduced interim dividend payments, departing from their traditional single annual dividend model. The shift marks a significant change in capital allocation policy for these established corporations. The move

According to a report from South Korea's International Finance Center on August 29, Japan's 10-year government bond yield climbed near 3%, marking its highest level in 30 years. The surge reflects multiple factors including expectations for additional Bank of Japan (BOJ) rate hikes, yen

According to the National Pension Service, South Korea's National Pension Fund recorded assets of 1,866 trillion won (approximately $1.4 trillion USD) as of end-June 2026, marking a record high for the fund. The fund achieved first-half 2026 returns of 27%, with domestic equities driving

According to BlockBeats, on August 29, the U.S. stock market closed lower, with the Nasdaq declining 0.52%, S&P 500 falling 0.25%, and the Dow dipping 0.02%. NVIDIA dropped 4.57%, Marvell Technology fell 10.28%, Intel declined 2.85%, and Tesla lost 1.71%. Meanwhile, Amazon rose 3.97%, Google

Venezuela's Interim President Nicolás Maduro Rodriguez announced that a petroleum agreement reached with the United States will bring $209 billion to the country's national treasury.

According to Onchain Lens, a wallet associated with Bitwise's BHYP Hyperliquid ETF staked an additional 188,790 HYPE tokens (valued at approximately $15.19 million) today (August 29). The wallet now holds a cumulative stake of approximately $74.89 million in HYPE tokens.

According to Fidelity Global Macro Research Director Jurrien Timmer, Bitcoin has held its power law trend line bottom and has adjusted for a sufficient length of time, meeting the time requirements of the four-year

According to MoneyDJ, on August 24, USA Rare Earth announced the completion of a $1.55 billion capitalization of a special purpose vehicle (SPV) to assume production capacity from Serra Verde Phase 1, with the U.S. government contributing $750 million. The arrangement includes a price floor for

According to Kitco News, Copper Giant Resources Corp. (TSXV: CGNT; OTCQB: LBCMF) reported Thursday that directional hole MD-070 returned 771 meters grading 0.54% copper equivalent at its Mocoa project in southern Colombia. The interval began 211 meters downhole and included 0.33% copper and 0.039% m

According to S&P Global and FactSet consensus, Big Tech companies including Meta, Amazon, Alphabet and Microsoft significantly increased debt issuance in 2026 as capital spending on AI infrastructure exceeded their operating cash flow. Alphabet's long-term debt reached approximately $115 billion,

According to CNBC, Affirm CEO Max Levchin said on Friday that high gas prices are affecting U.S. shoppers, after the buy now, pay later company reported better-than-expected fourth-quarter earnings. The fintech firm reported Q4 revenue of $1.17 billion, beating analyst estimates of $1.11 billion,

According to Yonhap Infomax, the USD/KRW exchange rate rose 7.00 won to close at 1,379.50 won on August 29, reversing earlier session losses after Federal Reserve Chair Kevin Warsh's Jackson Hole speech signaled inflation vigilance. Warsh reaffirmed the Fed's 2% PCE inflation target and emphasized t

According to market reports, Apple is set to unveil its first foldable iPhone during its fall event on September 9-10, 2026. The device, potentially named iPhone Ultra, is expected to feature a 7.8-inch internal display when unfolded and a 5.5-inch outer screen, employing a book-style horizontal fol

According to Jeffrey Roach, chief economist at LPL Financial, Fed Chair Kevin Warsh's Jackson Hole speech this morning may reveal important policy signals through its footnotes, citations, and references rather than the main text. Roach told Kitco News that investors should focus on three key