Global TradFi & Macroeconomics

Japan's national consumer price index (CPI) rose 1.7% year-over-year in June, matching market expectations of 1.7% and accelerating from the prior month's 1.5% increase.

According to Seoul Bond Market data on July 24, South Korea's 3-year government bond futures fell 7 basis points to 102.62 overnight, while 10-year futures dropped 21 basis points to 104.34. The declines followed a sharp surge in international crude oil prices, with Brent crude's September

Morgan Stanley faces mounting challenges in South Korea following exclusion from SK Hynix's $40 trillion ADR listing mandate and a series of failed transactions. The global investment bank was the sole major firm left out when Bank of America, Citigroup, Goldman Sachs, and JP Morgan were selected as

According to Chosun Ilbo, Morgan Stanley was excluded from SK Hynix's $26.5 billion ADR listing on July 6, joining only Bank of America, Citigroup, Goldman Sachs, and JPMorgan as lead underwriters. The exclusion follows years of bearish research reports on South Korean semiconductor makers issued

AmorePacific is forecast to deliver strong Q2 earnings driven by high growth in North America and Europe alongside robust performance from subsidiary COSRX. According to a survey of 11 securities firms by Yonhap Infomax, the company's Q2 revenue is expected to reach 1.0896 trillion won with

Mubadala Capital, the alternative asset management arm of Abu Dhabi's Mubadala Investment Company overseeing roughly $430 billion in assets, tokenized its Alternative Solutions Fund, with $75 million onchain as of July 23, 2026, according to The National. Coinbase took a direct balance sheet stake i

The Blue House announced on the 24th that South Korea will consult with the United States to maintain the existing Korea-US tariff agreement. The US imposed forced labor tariffs on 60 countries including South Korea under Trade Act Section 301. The tariffs stem from whether countries have

According to 11 brokers tracked by Yonhapinfomax on July 24, Amorepacific is expected to report second-quarter operating profit of 99 billion Korean won, up 34.35% year-over-year, with revenue projected at 1.0896 trillion won, up 8.42% YoY. Growth was driven by North American and European

According to South Korea's Financial Supervisory Service (FSS), Yuhan Corporation approved the cancellation of 6.06 million treasury shares, comprising 6.03 million ordinary shares and 32,600 preferred shares, on July 23. The shares are valued at 425.3 billion won and will be retired on July 31 to e

According to The National, Mubadala Capital tokenized its Alternative Solutions Fund on July 23, 2026, with $75 million in assets now live onchain. The fund operates on Coinbase's Base network alongside Solana and Sui, with additional share classes on Ethereum, Avalanche, Polygon, and Sei. Coinbase

According to Guojin Securities, gold spot prices rebounded 2.6% since July 20, but the brokerage views the rally as a temporary rebound driven by fund rotation away from AI stocks rather than a confirmed trend reversal. The SPDR Gold ETF expanded to 1,008 tonnes on July 22 from 999 tonnes on July 17

Jungwon Ensis decided to purchase and cancel 1 billion KRW worth of treasury stocks starting from the 27th for three months. The board approved the buyback program via NH Investment & Securities following a 1.4 billion KRW treasury stock cancellation last month. The company aims to resolve

According to Financial News, on July 24, Jeongwon Encys announced plans to repurchase and cancel 10 billion won of its own shares over three months starting July 27 through NH Investment Securities. All acquired shares will be immediately cancelled. This follows a previous 14 billion won share cance

According to the Korea Exchange, Kosdaq trading activity has declined significantly following the launch of single-stock leveraged exchange-traded products (ETPs) on Samsung Electronics and SK Hynix, as of May 26. Retail and institutional investors have shifted demand toward these newly listed lever

SK Inc. announced on the 24th a tender offer for shares of its subsidiary SK Signet, a KONEX-listed electric vehicle charging company, at 8,200 won per share—a premium of over 20% above the recent one-month volume-weighted average price. The tender offer, running from the 24th through the 24th of ne

Apple is expected to launch a new iPhone lease program called 'Apple Upgrade' on May 28 in the United States, according to a KB Securities report. The program will allow consumers to pay for iPhones over 24 months, aiming to shorten the replacement cycle from 3-4 years to around 2 years. KB Securiti

iM Securities maintained its 'Buy' rating and 650,000 won target price for Hyundai Motor Company on July 24 after second-quarter results missed consensus. Analyst Lee Sang-soo stated production disruptions caused the shortfall, yet the stock rose post-announcement. The market views Q2

According to Yonhapnews, SK announced on July 24 its decision to delist subsidiary SK Signet and conduct a public share acquisition for minority shareholders. The acquisition price is set at 8,200 won per share, representing a premium of over 20% compared to the weighted average trading price over t

According to KB Securities, Apple is set to launch its "Apple Upgrade" leasing program on July 28, expected to shorten iPhone replacement cycles from 3-4 years to 2 years. The 24-month payment plan aims to reduce consumer burden while driving sales of premium Pro and Pro Max models. KB Securities pr

According to iM Securities, Hyundai Motor maintained its Buy investment rating and KRW 650,000 price target on July 24, despite the company's Q2 earnings falling below market consensus. Analyst Lee Sang-soo noted that the stock rose following earnings despite the miss, suggesting the market views Q2