Global TradFi & Macroeconomics

Samsung Electronics, SK Hynix, Microsoft, Meta, and Amazon are set to announce earnings results this week, putting the recent semiconductor peak theory to the test. The earnings season is expected to serve as a checkpoint for evaluating both the memory market conditions and AI investment trends,

Renewable energy stocks including Doosan Fuel Cell and SK Earthon declined sharply on the 27th as international oil prices fell approximately 5%. The declines followed easing concerns over Middle East oil supply disruptions, triggering profit-taking in stocks that had recently risen on oil price

According to Korea Exchange data, renewable energy stocks fell sharply on July 27 as international crude oil prices dropped around 5%. Doosan Fuel Cell declined to 30,000 KRW, hitting its daily limit down of 29.91%, while SK E&C plummeted 27.44% to 58,700 KRW. The selloff followed easing Middle

South Africa's rand appreciated 1% against the US dollar, narrowing declines from the previous week.

According to Chosun Biz, on July 27, Samsung Electronics and SK Hynix reported record quarterly earnings this week amid a broader earnings season for major tech companies including Microsoft and Meta. SK Hynix posted Q2 revenue of 84.17 trillion won, up 278.6% year-over-year, with operating profit s

According to ChainCatcher, Nasdaq-listed internet company The9 currently holds 1,686.39 BTC. The company said it will continue advancing its digital asset strategy while driving growth on its AI-powered

Google will raise prices for its Pixel phone lineup due to memory chip costs that have increased sixfold, Vice President of Devices and Services Shakil Barkat confirmed in an interview with 9to5Google. The company will announce its Pixel 11 phone on Aug. 12. Barkat cited Morgan Stanley data

According to Google Vice President of Devices and Services Shakil Barkat, the company will raise prices on its Pixel phone lineup in response to soaring memory chip costs. Barkat cited Morgan Stanley data showing a sixfold increase in RAM prices, with 1 GB jumping from $2.80 in 2025 to $12 in 2026.

South Korean commercial banks limited bond purchases during the first half despite tightening lending activities, according to industry data. The restrained buying occurred as rising interest rates reduced incentives for aggressive investment, while slower loan growth diminished regulatory

Vodacom Group reduced its dividend policy to a minimum payout of 65% of headline earnings in the quarter ended June 30, 2026, down from previous levels, as the telecommunications company shifts capital toward network infrastructure investment and digital services scaling. The policy revision

According to South Korean financial industry sources, the country's four major commercial banks significantly lagged in bond purchases compared to loan growth during the first half of 2026, despite implementing tighter lending policies. KB National Bank's loan bonds increased by approximately 11

South Korea's National Pension Service is expanding global venture capital partnerships alongside the Lee Jae-myung government's overseas venture fund attraction policy, raising expectations for large-scale investment growth in the domestic venture capital market, according to investment banking

According to Vodacom's Q1 2026 trading update, the South African telecom increased its stake in Safaricom from 35% to 55% effective June 30, 2026. Concurrently, the board revised its dividend policy to a minimum 65% payout ratio of headline earnings, down from previous levels, to prioritize

According to Bloomberg, on July 27, Kioxia Holdings is advancing plans to list 9 leveraged exchange-traded funds (ETFs) in the United States, including products that track the Japanese chipmaker's stock price with 2x daily returns and inverse variants. Market participants have expressed concerns tha

According to Jin10, on July 27 at 22:00 Beijing time, six major foreign exchange options strike prices with notional values exceeding $1 billion each are set to expire, including EUR/USD, GBP/USD, AUD/USD, and USD/JPY

According to SK Group Chairman Choi Tae-won, who disclosed the information at an AI industry event in San Francisco, Anthropic has formally approached SK Hynix (SKHY-US) for semiconductor components to support its in-house

According to Hana Securities, Intel recorded second-quarter revenue of $16.13 billion on July 27, surpassing market expectations by 12%, marking a significant recovery for the chipmaker amid rising investor focus on artificial intelligence and semiconductor

According to ChainCatcher citing Gate market data, European stock index futures rose today, with Stoxx 50 (Europe's benchmark equity index) up 0.9%, Germany's DAX up 1.13%, and the UK's FTSE 100 up 0.34%.

SC crude oil futures contracts fell 8.00% intraday on July 27, trading at 545.30 yuan per barrel.

According to Korea Depository Trust & Clearing Corporation, South Korea's DLS (Derivative-linked Securities) issuance in the first half of 2026 reached 15.9 trillion won, up 18.7% from the second half of 2025 and up 29.1% from the first half of 2025.