Global TradFi & Macroeconomics

Korean financial authorities' regulations on single-stock leveraged ETFs cut assets for Samsung Electronics and SK Hynix products to 1.6 trillion won and 2.9 trillion won as of the 4th, Korea Investment & Securities reported on the 9th. The measures targeted overheated investment sentiment amid

According to Korean Investment & Securities report released August 9, single-stock leverage exchange-traded funds tracking Samsung Electronics and SK Hynix saw net assets shrink to 1.6 trillion won and 2.9 trillion won respectively as of August 4, down 45% and 42% from their peaks following South Ko

According to the Korean Exchange, KOSPI's daily average trading value this month reached 26.277 trillion won, marking the lowest level of 2026, while daily average trading volume stood at 301.66 million shares, also the year's minimum. The decline reflects weakened investor sentiment amid

Korea Zinc is advancing a strategic metals production project in Tennessee that received US government fast-track approval in April, as economic security considerations increasingly override price in private equity fund cross-border acquisitions. The project, named Project Crucible, focuses on

Social Security 2027 cost-of-living adjustment estimates currently range from 3.6% to 3.8%, according to forecasts from the Senior Citizens League and AARP, with the next crucial inflation data scheduled for release on Aug. 12. The Senior Citizens League projects a 3.8% increase while AARP forecasts

According to Jin10, Hungary's central bank reiterated support for the government's efforts to meet eurozone accession conditions on August 10. Deputy Governor Barnabas Bonaui stated the central bank would play a constructive role in achieving the 2030 target set by Prime Minister Viktor Orban's

Fund managers named an AI bubble as the biggest tail risk facing global markets in July, displacing inflation concerns, according to Bank of America's Global Fund Manager Survey. The survey found 45% of respondents citing AI bubble risk, up from 28% the previous month, while J.P. Morgan Global

According to Bank of America's July Global Fund Manager Survey, 45% of fund managers ranked artificial intelligence bubble as the biggest tail risk facing global markets, up from 28% the previous month. The shift displaced inflation concerns from the top position. The concern intensified in early A

According to the U.S. Treasury's quarterly refunding statement released this week, officials changed their language regarding future debt issuance from "potential increases" to "potential adjustments," signaling a possible reduction in 20-year and 30-year bond sales to lower long-term yields.

According to Odaily, prediction markets are betting on the Federal Reserve holding rates steady at its September meeting. Polymarket data shows a 63% probability of no rate change, with over $20.3 million in trading volume; Kalshi puts the hold probability at 65% with $4.9 million in trades. CME Fed

Retail investors are withdrawing from the Korean stock market as investor deposits plummeted over 35 trillion won in two months, falling from 139.69 trillion won on June 4 to 104.07 trillion won on August 6, according to the Financial Investment Association. The exodus stems from concerns over AI

According to the Financial Investment Association, South Korea's investor deposits fell to 104.1 trillion won as of August 6, down from 139.7 trillion won on June 4, erasing 35 trillion won in just two months

Berkshire Hathaway purchased $23.5 billion in stocks during the second quarter of 2026, marking the conglomerate's first net buying activity in 14 quarters, according to filings released in early August. The company confirmed a $10 billion stake in Alphabet acquired through a private placement on

According to Bloomberg, European stock exchange-traded funds (ETFs) recorded positive net inflows in July for the first time since the US-Iran conflict began in late February. BlackRock's European equities products attracted $4.4 billion, signaling renewed investor appetite for the region amid a

U.S. spot Bitcoin ETFs recorded $853.54 million in net inflows for the week ended August 7, the largest weekly total since mid-April, according to data from SoSoValue. BlackRock's IBIT accounted for $693 million of that sum, representing roughly 81% of all category inflows. The surge followed a

According to Odaily, MicroStrategy's executive chairman Michael Saylor posted the company's Bitcoin holdings on X on Aug 9, captioning the image "Doing Business." The digital asset treasury firm currently holds 842,138 Bitcoin worth approximately $55 billion as of Aug 9 morning. The company's

According to Cathie Wood on X, U.S. corporate pre-tax profit margins have reached 13.2% of GDP, marking a multi-decade high. Wood noted that while pandemic-era fiscal and monetary stimulus previously drove rapid profit growth, the current support factors are shifting. She highlighted that

According to ChainCatcher, U.S. spot bitcoin ETFs saw net inflows of $853 million last week, marking the largest weekly total since April.