Global TradFi & Macroeconomics

According to KB Securities on August 6, South Korea's semiconductor sector has stabilized as leverage liquidation and supply-demand shocks that triggered steep declines in July have largely subsided. The firm expects earnings-driven market gains to accelerate beginning in August, with research

According to Yushu Technology's announcement, the company and its lead underwriter determined the IPO share price at 150.80 yuan per share based on preliminary inquiry results and market conditions. Online and offline

According to BlockBeats, storage stocks declined ahead of U.S. market open on August 6, with Western Digital (WDC) falling 16.06% and SanDisk (SNDK) dropping 11.09%. Other storage names also slumped, including SK Hynix (SKHY)

U.S. workers' share of national income has fallen to a new low through the first quarter of 2026, according to recent economic analysis. The labor share, which measures the percentage of GDP allocated to wages and benefits rather than corporate profits and capital returns, has declined

According to JPMorgan chief U.S. economist Michael Feroli, the labor share of national income fell to a historic low through the first quarter of 2026, marking a continued deterioration in workers' bargaining position since the pandemic era. The rate of return on capital in the nonfinancial

Peloton delivered its first full year of net profit in fiscal 2026, posting net income of $63.2 million for the year ended June 30, compared to a loss of $118.9 million in the prior year. The fitness equipment company attributed the turnaround in part to price increases implemented last fall on its

According to Elon Musk on SpaceX's first earnings call on Tuesday, the company will build its artificial intelligence systems exclusively on Nvidia chips going forward. The announcement, which locked out AMD and other rivals, sent SpaceX stock down 14% on Wednesday while Nvidia rose 3.4% and AMD

According to Goldman Sachs, strategist Timothy Moe reaffirmed on August 4 the bank's 12-month KOSPI target at 12,000 despite recent market weakness in South Korean equities. The bank characterized the recent decline as a correction within a longer-term bull market rather than a trend reversal,

The Australian Securities and Investments Commission has suspended the Australian Financial Services licence of CFD issuer GFA Capital Markets for five months, from 23 July until 18 December 2026, after identifying multiple breaches involving client money handling, derivative transaction

Google Chief Scientist Jeff Dean is departing after 27 years to co-found Discovery Loop, an independent AI research company that Alphabet will fund, according to CEO Sundar Pichai's memo released Thursday. Jeff Dean, senior fellow Sanjay Ghemawat, former DeepMind VP Oriol Vinyals, and Google Brain c

According to ASIC, GFA Capital Markets has had its Australian Financial Services licence suspended for five months, effective from July 23 through December 18, 2026, after the regulator identified multiple breaches involving client money handling, derivative transaction reporting and compliance

Novig obtained Designated Contract Market approval from the U.S. Commodity Futures Trading Commission this week and launched nationwide sports prediction market trading, according to an announcement from Tölt Strategies. Tölt, founded by former CFTC official Dorothy DeWitt, played a key advisory

According to Bernstein, the firm reiterated its outperform rating on Circle on August 6, with a $140 price target, citing the company's second-quarter earnings as evidence against market concerns about competitive pressure and declining reserve revenue. Analysts suggested the market may

According to Hong Kong Exchanges and Clearing (HKEx) filings, Xiaomi Group repurchased 1.862 million Class B shares for approximately HK$50 million on August 6.

According to Bloomberg, Germany is considering nominating Bundesbank President Joachim Nagel to compete for the European Central Bank presidency, as speculation mounts that current ECB President Christine Lagarde may step down early. German Finance Minister Lars Klingbeil, both from the Social

According to BlockBeats, on August 6, major analysts adjusted AMD price targets after the company released quarterly earnings, with sentiment mixed amid high market expectations. Wells Fargo delivered the most optimistic update, raising its target from $615 to $700, expecting earnings could

According to Yonhapinfomax, the USD/KRW exchange rate rebounded to 1,429.50 won in London trading on August 6 after dropping to 1,414.50 won (the lowest level since October last year) during the Seoul morning session. The currency pair recovered from morning lows as foreign investors' stock sales tr

According to Zhitong Finance, Nassim Technology (02261) surged 60.27% in grey market trading on August 6, closing at 16.7 Hong Kong dollars versus an initial offer price of 10.42 HKD. Based on a lot size of 100 shares, investors holding a full lot stood to gain 628 HKD before fees. The stock is

According to Cailiào, China imported over 800 tons of gold in the first half of 2026, equivalent to the combined half-year production of nine of the world's largest gold-producing nations.