Global TradFi & Macroeconomics

According to LS Securities director Yom Seung-hwan, South Korea's stock market, which faced a sharp decline in July, is expected to enter a gradual recovery phase starting in August. Speaking on YouTube channel 'Knowledge Korea' on August 2, Yom cited easing concerns over

According to Jim Cramer on CNBC's Mad Money on August 8, the American financial commentator views SpaceX as a "generational asset" comparable to century-long railroad bonds of the past, suggesting long-term investors should hold the stock. However, Cramer cautioned short-term investors to wait for a

According to reports, on August 7, South Korea's President Lee Jae-myung ordered a comprehensive review of the government's tax reform package announced on August 3, which includes changes to Individual Savings Accounts (ISA) and measures to prevent stock price manipulation. The tax reform

According to Deutsche Bank, the U.S. will release July CPI data next Wednesday (August 13) and PPI data Thursday (August 14). The bank's U.S. economist expects headline CPI to rise 0.15% month-over-month, compared to a 0.42% decline in June, while core CPI is projected to increase 0.26% m-o-m,

According to Bernstein's latest storage price tracking report released in July, DRAM and NAND contract price growth rates slowed significantly in Q3 2026, with DRAM up approximately 17% and NAND (including SSDs) up around 20% from Q2, down from earlier double-digit expansion rates. Storage stocks

According to Bank of America, the bank has maintained a 'buy' rating on SanDisk with a $2,500 price target, implying approximately 85% upside from current levels. The rating reflects confidence in the company's long-term earnings growth potential driven by increasing artificial intelligence

According to Guru Club, New York crude oil futures broke below $77 in after-hours trading today (August 8), declining over 1.7% on the day.

According to Odaily, Justin Mateen, Tinder co-founder and American Bitcoin (ABTC) director, purchased approximately $1.93 million of ABTC stock over two consecutive days ending Aug 6. On Aug 5, Mateen bought roughly 145,000 shares of Class A common stock for approximately $925,000 at an average

KOSDAQ market daily average trading volume fell to 6.1 trillion won in July, the lowest level in 11 months since August of the previous year, according to Korea Exchange data released on the 8th. The decline was attributed to trading concentration in single-stock leveraged exchange-traded funds

According to the Korean Exchange, KOSDAQ trading volume hit an 11-month low in July due to concentrated flows into single-stock leveraged ETFs. Regulatory measures on single-stock leveraged ETFs are set to intensify starting this month, with market participants anticipating a gradual recovery in KOS

According to Bloomberg data reported by ChainCatcher, Asian companies raised over $83 billion in July through IPOs, follow-on offerings, and block trades, setting an all-time monthly record. South Korean chipmaker SK Hynix led with a $26.5 billion financing, becoming the largest deal. Capital

According to NATE, SK Hynix third-quarter DRAM and NAND bit growth rates are expected to reach 9.7% and 1.5% respectively, with DRAM average selling price (ASP) forecast to rise 19.9% quarter-over-quarter as HBM4 sales contributions expand. Hyundai Motor Securities analyst Ro Geun-chang noted that d

According to Odaily, Nvidia (NVDA) rallied over 10% this week, with the Philadelphia Semiconductor Index (SOX) climbing over 8%, as market sentiment around AI infrastructure investment concerns improved. The rally was supported by SpaceX backing. Elon Musk stated during SpaceX's first earnings

Korea Exchange (KRX) on the 8th denied claims that it expedited the listing review process for single-stock leveraged exchange-traded funds (ETFs) based on Samsung Electronics and SK Hynix. The denial addressed criticism that the ETFs completed their listing process in 29 days—from preliminary revie

According to South Korea's Korea Exchange (KRX) on August 8, claims that the regulator expedited approval for single-stock leverage exchange-traded funds (ETFs) backed by Samsung Electronics and SK Hynix are unfounded. The KRX clarified that the 29-day period from pre-screening submission to

According to Bloomberg, data center operator Switch filed a confidential U.S. IPO application on August 8, 2026. The company, headquartered in Las Vegas and owned by DigitalBridge, is targeting an enterprise valuation of approximately $50 billion including debt. Switch plans to launch its IPO as ea

According to Future Asset Securities, top-1% investors (those in the top 1% of investment returns) heavily bought GS P&L while selling semiconductor stocks including Samsung Electronics and SK Hynix last week (August 3-7). The shift reflects portfolio adjustments amid growing volatility in the

According to local reports, the Trump administration signed an executive order on August 7 imposing a 15% additional tariff on polysilicon and related products, along with minimum import prices ($21 per kilogram for polysilicon, $100 for ingots and wafers). This follows the U.S. Federal

According to industry sources, Samsung, SK Hynix, and Micron have completed 2027 capacity allocation negotiations, with DRAM and high-bandwidth memory (HBM) capacity already sold out ahead of schedule. Clients are receiving only 60-70% of requested allocation volumes as AI data center demand

According to MediaPen, the U.S. July employment report released overnight (August 8) showed unexpected job losses, falling significantly below market expectations. The decline signals a faster-than-anticipated cooling of the American labor market.