Global TradFi & Macroeconomics

According to Ukrainian officials and Russia's Defense Ministry, Ukraine conducted strikes on Russian oil facilities and export terminals in the Rostov region on July 28, killing two people and damaging infrastructure in the Yaroslavl and Udmurtia regions. Russian forces claimed to have shot

U.S. spot Bitcoin ETFs recorded $206 million in net inflows on July 21, extending a six-consecutive-day streak that has attracted more than $900 million in new capital. The rebound follows $2.7 billion in outflows during late June and signals renewed institutional interest, with inflows broadly

According to Guru Club, WTI crude oil fell 8.2% to approximately $81.96 per barrel on July 28, marking the largest single-day decline in two months. Brent crude also dropped to around $89. U.S. President Trump announced a pause on airstrikes against Iran to allow room for negotiations. In

On July 27, SK Hynix ADR declined 7% as semiconductor stocks retreated amid falling oil prices following renewed Iran negotiations. Weakness in the AI chip sector weighed on the broader semiconductor industry on the New York Stock

According to Yonhapinfomax, the US Dollar Index (DXY) rose 0.037% to 101.514 on July 27 afternoon (US Eastern Time), extending gains for a third consecutive trading day. The dollar strengthened amid weakness in sterling and the Swiss franc, despite a sharp decline in crude oil prices. Against the y

According to the Wall Street Journal and CNBC, Nvidia and OpenAI are in talks for a $250 billion financing guarantee on Monday to support a 10-gigawatt artificial intelligence data center campus in Ohio. The proposed guarantee would support the project's lease and construction debt. Nvidia shares

Iljin Global, a South Korean automotive parts conglomerate, completed a pivotal 264 billion won share transaction in 2012 that established the succession framework for second-generation chairman Lee Dong-seop. Iljin Co., the group's core subsidiary where Lee had become largest shareholder in 2006, p

Hyundai Rotem faced target price downgrades from major Korean securities firms on the 28th following a second-quarter earnings miss and delayed overseas export contracts. The company's Q2 operating profit fell 9.8% year-over-year to 232.4 billion won, missing market consensus by approximately 14%, d

The S&P 500 ended flat on Monday, while the Nasdaq 100 slipped 0.3% and the Dow Jones Industrial Average added 0.5%, as weakness in oil prices supported industrial stocks but AI concerns weighed on chip equities. ASML Holdings tanked 6% and the VanEck Semiconductor ETF fell 2% following a report th

Multiple South Korean brokerages including Korea Investment & Securities, Samsung Securities, and Shinhan Investment & Securities cut their target prices for Hyundai Rotem on July 28, following disappointing Q2 earnings. The company reported operating profit of 232.4 billion won, down 9.8%

According to Shanghai Securities News, gold broke through $4,000 per ounce in recent weeks after grinding at that level since June. Market experts indicate the market is currently in a gold bottoming phase, with investors becoming more sensitive to bullish signals. The U.S.-Iran situation remains a

According to Zhitong Finance, Astro Robotics' Hong Kong IPO prospectus will expire on July 28, six months after its submission on January 28, 2026. Huatai International served as the sole sponsor for the

According to Zhitong Finance, Kunlun New Energy Materials Technology (Yichang) Co., Ltd.'s Hong Kong IPO prospectus, filed on January 28, 2026, will expire on July 28, 2026, after exceeding the six-month validity period. CITIC Securities International and Ping An Securities (Hong Kong) served as

The world's largest gold ETF, SPDR Gold Trust, held 1,009.298 tonnes as of July 27, unchanged from the previous trading day.

According to The Information and other reports, China began producing domestically developed immersion DUV (deep ultraviolet) lithography machines on Monday (July 27), with plans to manufacture 5 units this year and ramp up to 20 units in 2027. The news triggered sharp declines in global memory

Tom Lee, chairman of BitMine Immersion Technologies, called Lighter (LIT) a critical infrastructure layer for Ethereum on July 27, 2026. BitMine, listed on NYSE as BMNR, disclosed 5.79 million ether holdings on the same day, with 4.92 million coins staked. Lighter is an Ethereum layer-2 perpetual

According to Burry's Substack post on July 25, the "Big Short" investor Michael Burry expanded his short positions across semiconductor stocks, adding shorts on Micron at $933.86 per share, Nvidia at $210.28, and the Invesco Semiconductor ETF (SOXX) at $535.83. He also initiated a new short on