Global TradFi & Macroeconomics

SK Hynix ADR closed at $143.02 on May 27 (local time), marking a 7.47% decline and falling below its $149 IPO price for the first time since listing on May 10. The drop occurred as investor sentiment toward Nvidia, a key customer, deteriorated sharply. SK Group had announced a $500 billion

According to Yonhap Infomax, SK Hynix ADR closed 7.47% lower at $143.02 on July 27, falling below its IPO price of $149 for the first time since its listing on July 17. The stock traded as low as $139.01 during the session, marking a decline of 10.07% intraday. The weakness in Nvidia shares, a

According to Asia Economic Daily, U.S. stock indices closed mixed on July 27 as semiconductor weakness pulled Nasdaq down 0.18% to 24,932.08, while Dow Jones rose 0.51% to 52,210.08 and S&P 500 gained 0.02% to 7,413.18. International oil prices dropped sharply following eased tensions between the U.

Prediction market traders sharply raised the odds of a Federal Reserve rate hike one day before the central bank's two-day July meeting begins. On Polymarket, the probability of "no change" fell 8.9 percentage points to 73.25% in the last 24 hours, while the odds of a 25-basis-point increase

According to Polymarket, odds of a Federal Reserve rate hike jumped 9.7 percentage points to 26.65% in the past 24 hours, ahead of the FOMC meeting on July 28-29. On Myriad, the odds of a 25-basis-point hike also climbed 8% to 27%, while Fed-funds futures put the probability of an increase at 37.6%

According to Bank of America, the bank's Bull & Bear Indicator rose to 9.6 last Friday (July 24), marking its highest level since the pandemic recovery peak in 2021. The indicator, which measures investor sentiment through reverse logic, triggered a "sell" signal, suggesting the market has become ov

JP Morgan's tactical positioning monitor signaled a buy opportunity for the S&P 500 on May 27 (local time), according to Bloomberg. Andrew Tyler, who leads JP Morgan's Global Market Intelligence team, stated in a report that the indicator—historically used as a leading signal for S&P 500

The U.S. Commerce Department announced Thursday that durable goods orders rose 0.3% in June, missing economist expectations of 1.6%, while spot gold traded at $4,087.17, remaining below the $4,100 level despite the weak manufacturing data. The subdued gold

According to the Commerce Department, U.S. durable goods orders rose 0.3% in June, missing the consensus forecast of 1.6% growth. Core durable goods increased 0.6%, also falling short of the expected 0.9% rise. Spot gold was little changed by the data, last trading at $4,087.17, up 0.80% on the

On July 27, the Nasdaq Golden Dragon China Index closed up 2.51% at 6,257.87 points, approaching its 50-day moving average of 6,294.47 points. Among prominent Chinese stocks, Baozun E-commerce led gains with an initial rise of 12.8%, followed by Xiaomi up 8.3%, EHang Holdings up 7.5%, Wenyuan

President Trump stated he knows what Federal Reserve Chair Kevin Warsh wants to do and expressed support for interest rate cuts. The comment came after the Fed held rates steady at 3.5-3.75% during Warsh's first policy meeting on June 17, 2026. Inflation is currently running above 4%. Trump has

The tokenized assets market reached $7.5 billion in July 2026, according to data reported by CryptoRank. A year ago, the market stood at roughly $2 billion to $2.7 billion. The tripling in market capitalization was driven primarily by tokenized gold, which crossed the $6 billion threshold in

Iran and Oman are in active negotiations to restart commercial shipping through the Strait of Hormuz, the narrow waterway that carries roughly 20 million barrels of oil per day — about a fifth of the world's daily petroleum consumption. The talks focus on establishing traffic management protocols an

President Trump expressed support for interest rate cuts on June 17, 2026, pressuring Fed Chair Kevin Warsh to lower rates despite inflation running above 4%. The Fed held rates steady at 3.5-3.75% during Warsh's first policy meeting, the day after Trump made his push for monetary easing. Bitcoin f

According to CryptoRank, the tokenized assets market surged to $7.5 billion as of July 2026, tripling from approximately $2.5 billion a year earlier. Tokenized gold dominates the market, having crossed the $6 billion threshold in February 2026 and accounting for the vast majority of total value.

Iran and Oman are negotiating to restart commercial shipping through the Strait of Hormuz, which historically carries approximately 20 million barrels of oil per day. The talks follow disruptions earlier in 2026 when US-Iran hostilities choked the waterway, spiking oil prices and pressuring global e

On July 27, U.S. industry ETFs posted mixed results. Semiconductor ETFs fell 2.25% and energy sector ETFs declined 2.11%. Among gainers, internet stock ETFs rose 1.89% and global aviation ETFs advanced 2.89%. Optional consumer ETFs

U.S. grid operator PJM Interconnection LLC will launch an emergency power auction in September as part of its reliability backup program. The auction electricity pricing costs will be distributed among numerous data