Global TradFi & Macroeconomics

According to CNBC, on July 27, CME Group launched cash-settled single-stock futures and micro contracts on 55 major U.S. stocks and 22 additional micro offerings. The initial lineup includes SpaceX, Micron Technology, Nvidia, Tesla, and Apple. Micro contracts are designed for retail investors with r

According to Yonhap Infomax, foreign investors made massive net purchases of 29,000 South Korean 3-year Treasury futures contracts on July 28, marking the highest volume since March 31, 2025, when they bought 33,000 contracts. The buying spree came as Middle East tensions eased following signs of

Shanghai silver main contract declined 2.00% during today's trading session, currently trading at 14,137 yuan per kilogram.

According to Bloomberg, Nvidia CEO Jensen Huang said on July 26 that the global semiconductor industry may need to scale to 10 times its current size over the next decade. Huang attributed the expected demand surge to the proliferation of AI agents and robots, which will extend computing usage

South Korean stocks plunged on May 28, with the KOSPI index falling 7.43% to 6253.81 at 9:25 AM, triggering a sell-side circuit breaker. The sharp decline was driven by overnight weakness in US semiconductor stocks, particularly Nvidia's nearly 5% drop, and concerns over Chinese semiconductor

Rambus reported second-quarter total revenue of $207.4 million, up 20% year-over-year, with non-GAAP earnings per share (EPS) of $0.77, up 24%, both exceeding guidance. For the third quarter, the company projects total revenue between $210 million and $216 million, with non-GAAP EPS guidance of $0.7

According to Keisuke Tsuruta, senior fixed income strategist at Mitsubishi UFJ Morgan Stanley Securities, Japan's planned reduction of food consumption tax to 1% will have a negative impact on the bond market. Tsuruta noted that an annual funding gap of approximately 5 trillion yen remains unclear h

According to Lianjin Energy, China's retail diesel and gasoline prices should increase by 760 yuan per ton as of the seventh working day of the current pricing cycle (July 28), based on a reference crude price of $89.27 per barrel with a variance of 14.64%. The adjustment window is set for July 31 a

According to ARK Invest official data, Cathie Wood's firm increased SpaceX holdings by purchasing 124,543 shares valued at approximately $14.14 million yesterday (July 28). The fund also bought 27,864 Tesla shares worth $8.62 million and sold 12,119 Robinhood shares valued at $1.16 million during th

According to BlockBeats, Citrini analyst Jukan stated on July 28 that China's progress in DUV lithography technology is not particularly surprising, as the market had already formed certain expectations. Jukan noted that The Information's report only cited remarks from a professor at a Chinese

Mirae Asset Asset Management announced on the 28th that the TIGER US Philadelphia Semiconductor NASDAQ ETF recorded net assets of 6.0609 trillion won as of the previous day, according to Korea Exchange data. The ETF has become the largest overseas thematic ETF listed in Korea. The asset growth

According to Jin10 Futures, the CFETS-NEX funding sentiment index reported 57 as of 08:45 on July 28, up 1 point from the previous day's 16:00 reading. By institution type: large banks reported 57 (up 2 points), mid-size banks 59 (up 1 point), and non-bank institutions 55 (flat). The index uses a 0–

According to Jin10 Futures, fuel oil prices declined significantly in early trading on July 28 due to falling crude oil costs and unstable market conditions. Downstream traders adopted a cautious purchasing stance amid cost pressures, with the overall trading sentiment remaining subdued. Market

According to Mirae Asset, the TIGER U.S. Philadelphia Semiconductor Nasdaq ETF surpassed 6.06 trillion Korean won in net assets as of July 27, marking the largest overseas thematic ETF in South Korea. Year-to-date, the fund attracted 403 billion won in net retail purchases, accounting for more

Siebert Financial (Nasdaq: SIEB) and Kakao Pay Securities announced a partnership on Monday to bring tokenized Korean stocks to U.S. investors under the name K-Stock Global Gateway. The partnership targets a launch in the first half of 2027 and combines Siebert's U.S. brokerage infrastructure with K

According to Jin10 Futures, Malaysian crude palm oil futures may fall at Tuesday morning opening on July 28, tracking losses in global commodity markets. Crude oil futures plunged nearly 9% following the U.S. suspension of airstrikes on Iran, with Brent crude sliding further during electronic

SpaceX stock fell to a new all-time low despite the company's successful Starship rocket test launch on the 25th at Texas Star Base, the 13th test flight for the next-generation vehicle. Shares closed at $113.50 on the 27th, down 1.4%, after hitting an intraday low of $109.53, according to Yahoo

According to Bloomberg, BlackRock issued $12.55 billion in investment-grade bonds for Meta's El Paso, Texas data center project on July 28, with a yield of 7.534%, or 287.5 basis points above U.S. Treasuries—a level typically seen in junk bond markets. The bonds attracted $20 billion in

According to Yahoo Finance, SpaceX's stock price fell to a record low of $109.53 on July 28, despite the successful Starship test launch three days earlier. The stock closed down 1.4% at $113.50, marking a weekly decline of 7.2%. The Starship's 13th test flight on July 25 from Texas successfully de