Global TradFi & Macroeconomics

According to Bitget market data, on July 28, China's Shanghai Composite Index broke below the 3,800-point level, declining 1.54%, while the Science and Technology Innovation Board 50 Index fell more than 7% and the ChiNext Index dropped over 7.5%. The Shenzhen Component Index also fell 4.65%.

France's consumer confidence index rose to 86 in July, up from 84 in the previous month, according to official data.

DeepSeek, an AI model, achieved a 73% portfolio return since its 2023 launch and a 35% year-to-date gain, according to research by Lorenzo Riera, an associate professor of finance at the University of Florida, reported on May 26 local time. Riera has been conducting research since 2023 to enable AI

DeepSeek achieved the highest stock trading returns among AI models in 2026, according to research by a US finance professor. Lorenzo Lira, associate professor of finance at the University of Florida, stated on May 26 that DeepSeek's portfolio rose 35% year-to-date in 2026, outperforming ChatGPT's 1

Brent crude oil fell below $84 per barrel on July 28, with an intraday decline of 1.53%.

According to a study cited by Business Insider on July 26, DeepSeek has emerged as the top-performing AI model in stock trading this year, according to Lorenz Lira, associate professor of finance at the University of Florida. Since its 2023 launch, DeepSeek's portfolio has

According to Jin10 on July 28, at least eight very large crude carriers (VLCCs) are diverting to Egypt's Mediterranean port of Sidi Kerir to load Saudi crude as Houthi threats disrupt Red Sea trade routes. Ship-tracking data shows the tankers plan to arrive within coming weeks through mid-August.

According to China News Network, South Korea's financial regulators are considering introducing personal investment caps to cool overheated leveraged stock products. The proposal would limit individual investors' leveraged stock positions to no more than 20% of their total financial investments.

HD Hyundai Electric reported a 37.3% year-over-year increase in operating profit for Q2 2026, reaching 287 billion won, according to preliminary consolidated results disclosed on May 28. The South Korean

According to ING Economics, the Bank of England is expected to maintain interest rates unchanged throughout 2026, with inflation forecast to approach 3% in the second half of the year and into early 2027—remaining within the central bank's tolerance range. The institution predicts two rate cuts

According to Jin10 Futures, as of 14:30 on July 28, the CNEX market-wide funding sentiment index reported 61, up 3 points from 10:15. Large banks, mid-size banks, and non-bank institutions recorded sentiment indices of 61, 63, and 59 respectively, each rising 3 points.

Pension funds in South Korea net purchased 15 billion won in the KOSPI market from July 1 to July 28 (2:51 PM) despite the index plummeting 2408.81 points, according to Korea Exchange data released on July 28. The National Pension Service (NPS), the country's largest institutional investor and

Early in the European session on July 28, EUR/USD fell to a monthly low of approximately 1.1362 as the market remained cautious ahead of the Federal Reserve's monetary policy decision. The U.S. dollar extended its gains amid expectations that the Fed will maintain rates in the 3.5%-3.75% range.

The Nikkei 225 index fell 4% at market close today, marking its lowest level since May.

According to Korea Exchange data, South Korea's National Pension Service and other public pension funds made net purchases of 150 billion won on the KOSPI during July 1-28, 2026, amid a sharp market decline. Over the same period, the KOSPI index fell 2,408.81 points (28.42%). National Pension Servic

According to CNBC citing research from Resilient Research, the 60-day correlation coefficient between South Korea's KOSPI index and the U.S. Nasdaq-100 reached approximately 0.50 on July 27, marking the highest level since 2021. The surge reflects growing AI investment interconnection, as Samsung

According to Yonhap Infomax on July 28, Hanwha Systems reported Q2 consolidated revenue of 1.1176 trillion Korean won and operating profit of 103.7 billion won, representing year-over-year increases of 45% and 219%, respectively. The results exceeded consensus estimates of 942.9 billion won in reven

According to Korean media reports, on July 27, SpaceX shares fell over 4% to below $110, closing at $113.50 amid broader market pressure affecting Musk's investments. In the past month, SpaceX stock has declined roughly 50% from its peak, while Tesla shares dropped 15% following disappointing

Elon Musk accepted a public challenge from Nobel Prize-winning economist Daron Acemoglu to donate nearly his entire fortune to charity by 2036. Acemoglu posted the challenge on X on July 27, proposing Musk give away his roughly $1 trillion fortune to demonstrate confidence in his own AI

According to Guru Club, the decentralized derivatives platform Hyperliquid launched perpetual futures contracts for Long Semiconductor (Longsine) on July 15, pricing them at $7.2 per share—approximately 52 yuan per share—ahead of the company's July 16 Shanghai STAR Market IPO at 8.66 yuan per share.