Global TradFi & Macroeconomics

According to Yonhap Infomax, gold spot price rose 0.92% to $4,100.51 per ounce as of 10 a.m. on July 27. The increase followed the U.S. halting air strikes on Iran over the weekend, with Iran also announcing it would suspend retaliatory attacks. The easing of Middle East tensions reduced concerns ov

Strategy’s stock-holding company has not bought BTC for four straight weeks, the longest pause in purchases in two years; according to a U.S. SEC filing, the most recent bitcoin purchase was in the week ending June 21. Strategy sold 3,588 bitcoins from June 29 to July 5, raising about $216 million, to pay preferred stock dividends and top up its cash reserves. Strategy mNAV model explanation: dipped below 1 in late June Based on the original text, the mNAV mechanism is as follows: When mNAV is a

According to SoSoValue data, Ethereum spot ETFs saw net inflows of $104 million in the week of July 20–24. Blackrock's ETHA led with $96.3 million in weekly inflows, bringing its total net inflows to $11.41 billion. Grayscale's ETH mini trust added $9.94 million, with cumulative inflows

According to SoSoValue data, Bitcoin spot ETFs saw net inflows of $33.79 million during the week of July 20-24 (U.S. Eastern Time), extending a three-week inflow streak. Grayscale Bitcoin Mini Trust BTC led with $85.78 million in weekly inflows, bringing its historical cumulative net inflows to $2.

According to market sources, 15 major South Korean securities firms and banks face potential penalties from the Fair Trade Commission for alleged price-fixing in government bond auctions. The imminent sanctions decision has raised concerns among market participants about the stability of the

According to Bloomberg on July 27, U.S. asset management firms including Cogi Strategies, Graniteshares, and Turtle Capital are advancing plans to launch leverage exchange-traded funds (ETFs) tracking Kioxia shares and American Depositary Receipts (ADRs). Market participants have raised concerns

According to the financial investment industry, South Korea's Financial Supervisory Service's special investigation unit conducted a raid on the Korea Exchange (KRX) in Seoul's Yeouido district on July 27 as part of an investigation into LNF's disclosure practices. The investigation relates to LNF's

Renowned value investing guru Benjamin Graham warned on a program that the United States is falling into what could be the largest AI investment bubble in history, and that popular tech stocks could drop as much as 70%—as if the 2000 bubble were being replayed. He criticized SpaceX’s messaging and fundraising strategy, admitting that he was an early investor. He also said Bitcoin has no intrinsic value and will go to zero in the long term, advising people not to hold or buy it.

According to RBI Governor Sanjay Malhotra in an interview published on July 27, measures introduced by India's central bank in June to attract dollar inflows have generated nearly $32 billion in fund inflows, with the majority coming from the foreign currency non-resident deposit scheme.

According to Bank of America's Global Storage Semiconductor Weekly report on July 24, PC DRAM contract prices rose 15-20% month-on-month in July, with quarterly gains potentially reaching 30-40% in Q3—significantly higher than TrendForce's forecast of 13-18%. South Korea's semiconductor exports

The Bank of Korea's Regional Economics Division published an updated manufacturing production and supply chain map on May 27, marking the first revision in three years since August 2023. The report tracks structural shifts across 11 major manufacturing sectors, including semiconductors and

According to the Bank of Korea, the country released an updated production and supply chain map for major manufacturing sectors on July 27, covering semiconductors, automobiles, displays, and other key industries. In semiconductors, the capital region's production share rose to 82.3% in 2024

According to Yonhapinfomax, on July 27, U.S. stock index futures rose in Asian trading as the U.S. and Iran agreed to halt mutual attacks. The S&P 500 E-mini futures gained 0.66% to 7,497, while the Nasdaq-100 E-mini futures climbed 1.13% to 28,604.75. U.S. Treasury yields declined, with the

Overnight SHIBOR rose to 1.4180% today, up 3.68 basis points. Seven-day SHIBOR increased to 1.4316%, gaining 3.16 basis points, while three-month SHIBOR reached 1.4300%, up 0.2 basis points.

Goldman Sachs predicts US stock market volatility will increase ahead of the upcoming midterm elections, according to a recent report cited by Investing.com on local time. The investment bank noted that historically, US stocks have shown no clear directional trend in the months leading up to midterm

Five major South Korean securities firms—Mirae Asset Securities, Korea Financial Group, Samsung Securities, NH Investment & Securities, and Kiwoom Securities—are projected to achieve record Q2 earnings, with combined operating profit consensus reaching 5.1278 trillion won. The surge follows

Goldman Sachs released a deep-dive commodities report on July 27, laying out three clear oil-price scenarios, covering the full range from a baseline neutral outcome to an extreme upside. The report’s core conclusion is that the risk of oil prices rising is significantly greater than the room for downside; in the short term, summer inventory drawdowns will support oil prices trading at elevated levels. In an extreme upside backdrop, shipping through the Strait of Hormuz remains disrupted until 2

According to Goldman Sachs in a report covered by Investing.com on July 26, stock market volatility is likely to expand ahead of the U.S. midterm elections as economic policy uncertainty increases. Historically, the S&P 500 has shown 0% median returns from early August through election day

According to The Fact, South Korea's five major brokerages—Mirae Asset Securities, Korea Financial Investment & Securities, Samsung Securities, NH Investment & Securities, and Kiwoom Securities—are expected to post record Q2 operating profits totaling 5.13 trillion won, driven by a 39.8% surge in

OpenAI recently announced the official launch of Presence, an AI agent operating platform that integrates with enterprise data systems and workflows. The platform automates customer service, sales, and other business functions, and includes security controls and optimization tools. In related