Global TradFi & Macroeconomics

The won-dollar exchange rate fell to a 10-month low on the 6th as export companies continued dollar selling and Middle East tensions partially eased. The rate opened at 1423.0 won at 6 AM and dropped to 1414.5 won around 11:07 AM, marking the lowest intraday level since October 2 last year at 1399.5

According to Korean Economic Daily, on August 6, the Korean won fell to 1,414.5 per dollar during intraday trading, marking its lowest level in approximately 10 months. The decline was attributed to continued dollar selling by exporters

KB Securities issued an analysis on the 6th stating that the leverage position liquidation and supply shock that caused a sharp decline in the semiconductor sector in July have largely concluded. Research head Kim

Bitcoin miners MARA Holdings and CleanSpark reported revenue declines Thursday, with MARA posting second-quarter 2026 revenue of $174.9 million, down 27% from $238.5 million a year earlier, and CleanSpark reporting third fiscal quarter ended June 30 revenue of $138.0 million, a 30.5% decline from $1

According to Bitcoin Treasuries.NET on X, Bitcoin mining company Canaan has authorized management to sell a portion of its digital asset reserves to fund a stock buyback program of up to $30 million. Canaan currently holds 1,915 BTC and 3,952 ETH, valued at approximately $130 million.

Korean brokerages and global investment banks issued diverging KOSPI forecasts following the index's 43.9% decline from its June 19 peak of 9384.59 to 5262.77 on the 29th of last month, closing at 6296.38 on the 6th with a 4.58% drop. Domestic securities firms lowered 12-month targets

According to Newsis, South Korean brokerages cut their KOSPI 12-month targets on August 6 as the benchmark index fell 4.58% to 6,296.38 points. Daishin Securities lowered its target from 11,500 to 9,300 points, while Shinhan Investment Securities reduced its second-half target from 11,000 to 8,800 p

Global gold exchange-traded funds saw holdings increase by 23.5 tonnes valued at $2.965 billion in July, reversing two months of outflows, according to the World Gold Council's monthly ETF report released Thursday. European-listed ETFs drove the inflows as investors took tactical advantage of

According to the World Gold Council's latest monthly ETF report released Thursday, global gold-backed exchange-traded funds saw holdings increase by 23.5 tonnes in July, valued at $2.965 billion, reversing two consecutive months of outflows. European-listed ETFs led inflows with 17.3 tonnes ($2 bil

According to Kitco News, U.S. initial unemployment claims rose by 1,000 to a seasonally adjusted 199,000 for the week ending Aug. 1, the Labor Department announced Thursday. The figure marks the third consecutive week that jobless claims have remained below 200,000, the longest such streak since

Park Un-seo, a civil servant working in Yeongju City, Gyeongbuk Province, accumulated 1 billion won in net assets over 10 years since entering civil service in 2014. The 30-something government employee achieved this milestone through a combination of low-cost regional living and systematic index

Korean healthcare stocks rebounded in recent days after a prolonged yearly decline. From the 3rd to the 6th, the KRX 300 Healthcare and KRX Healthcare indices rose 12.52% and 12.08% respectively, while the KOSDAQ 150 Healthcare and KOSDAQ Pharmaceutical indices climbed 20.84% and 15.51%. Analysts

Korean investors are shifting to a 'barbell strategy' targeting financial, cosmetics, and industrial stocks as semiconductor volatility intensifies. On the 6th, Samsung Electronics fell 6.3% to 230,500 won and SK Hynix dropped 10.37% after SanDisk announced below-expectation Q1 FY2027 revenue

According to Money Today, a South Korean local government employee Park Un-seo reached 1 billion won in net assets by his 30s over a 10-year investment period. His portfolio comprises 65% global equities across multiple indices, 20% bonds (US and South Korea), 12% gold, and 3% Bitcoin, with no

According to Financial News, South Korean biotech indices surged from August 3-4, recovering sharply after months of weakness. The KRX 300 Healthcare index rose 12.52%, KRX Healthcare climbed 12.08%, Kosdaq 150 Healthcare jumped 20.84%, and Kosdaq Pharma gained 15.51% during the period. This

SanDisk and Western Digital reported record earnings on August 6, but investors sold both stocks anyway. SanDisk fell 4.8% to $1,286.20 after reporting fiscal fourth-quarter revenue of $8.97 billion, up 372% year-over-year, and adjusted earnings of $39.25 per share compared with $0.29 a year

According to Bloomberg, Airbnb reported second-quarter earnings of $1.37 per share versus $1.25 expected on Thursday, topping analyst forecasts. Revenue reached $3.61 billion against a projected $3.58 billion, with net income climbing 27% to $816 million. The stock jumped 9% in extended