Global TradFi & Macroeconomics

Korean treasury bond yields declined during the morning session as the stock market experienced sharp corrections, triggering risk-off sentiment among investors. The 3-year benchmark yield fell 0.8 basis points to 3.822%, while the 10-year yield dropped 1.2 basis points to 4.280% as of 11:11 AM.

According to Goldman Sachs, on July 28, big tech hyperscalers are expected to finance over one-third of AI capital expenditures through debt issuance, with bond offerings projected to reach $250 billion in 2026 and $400 billion by 2027. Goldman Sachs estimates these debt issuances will

KOSPI 200 (South Korea's benchmark equity index) fell more than 10% intraday on July 29, marking a significant single-day decline in the nation's equity market.

NXP Semiconductors NV's U.S. shares (NXPI) fell 3.6% in the overnight session late Thursday after the Dutch chipmaker's third-quarter revenue and profit projections came in below analyst expectations. The company forecast adjusted earnings of $3.89 to $4.32 per share on revenue of $3.65 billion to $

According to Gate trading data, Hong Kong stocks extended gains today, with the Hang Seng Index closing up 1.37% and the tech-focused Nasdaq-100-equivalent index rising 2.2%. Turnover expanded to HKD 173.04 billion. Among individual stocks, EV maker Li Auto surged 10% and Xiaomi climbed over 9%,

Standard Chartered announced mid-year 2026 pre-tax earnings of $4.784 billion, up 9.15% year-over-year. Operating income reached $11.604 billion, representing 6.4% growth. The bank declared an interim dividend of 20.4 US cents per share and initiated a $1 billion share repurchase

NXP Semiconductors' U.S. shares (NXPI) fell 3.6% overnight late Thursday after the Dutch chipmaker's third-quarter revenue and profit guidance came below analysts' expectations. The company expects adjusted earnings of $3.89 to $4.32 per share on revenue of $3.65 billion to $3.85 billion, below anal

On July 28, Supermicro announced a partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity. Beginning next year, Supermicro will gain access to Core Scientific's infrastructure exceeding 500 megawatts, with potential expansion to the full 2.5GW commitment. Supermicr

According to the Financial Times, the Bank of England is investigating rapid growth in Asian stock exposure at London-based investment banks on July 29, with officials concerned about concentrated positions in AI-related semiconductor companies such as SK Hynix and TSMC. Hedge funds and

Bank of Korea Governor Shin Hyun-song emphasized on July 29 at the National Assembly that the central bank needs to continue its rate hike stance after raising the base rate to 2.75% in July. The timing and pace of additional rate increases will be determined by monitoring inflation pressure,

Australia's consumer price index rose 3.8% year-over-year in June, the Australian Bureau of Statistics (ABS) announced on the 29th, falling short of the market forecast of 4.0%. The below-expectation inflation reading weakened expectations for a Reserve Bank of Australia (RBA) rate hike,

Three major South Korean construction companies have turned to convertible bonds as a fundraising method in recent weeks. Doosan E&C will issue a 45 billion won private convertible bond on the 31st with a 7% interest rate and 2-year maturity, targeting its largest shareholder The Genith Holdings.

According to Zhitong Finance App, the Hang Seng Index rose 1.37%, or 346 points, to 25,657 this morning. The Hang Seng Tech Index gained 2.2%, with morning trading volume reaching 173 billion Hong Kong dollars. Automotive stocks led advances after China's Ministry of Industry and Information

According to Gibbs Brand, the U.S. Dollar Index (DXY) is currently trading at 101.32, down 0.09% intraday.

According to ChainCatcher, Robinhood Chain's tokenized stock DEX achieved a seven-day daily average trading volume of $29.7 million, surpassing the combined volumes of Solana's xStocks ($11.1 million) and Backpack Sunrise ($13.4 million), according to Dune data maintained by OKX Web3 Wallet team.

According to SoSoValue data, Bitcoin spot ETFs saw net outflows of $49.75 million on July 28, marking the fourth consecutive day of net outflows. Grayscale's Bitcoin Mini Trust ETF (BTC) led inflows with $5.08 million, bringing its historical cumulative net inflows to $2.654 billion. BlackRock's

According to Yonhap Infomax, on July 29, Lee Geon-won, chairman of South Korea's Financial Services Commission, reiterated his position on limiting excessive real estate financing during a parliamentary hearing. Lee stated that while the government supports actual homebuyers, financial resources

According to Hong Kong Customs data, Hong Kong's gold imports in June soared to over 130 tonnes, marking the highest level since late 2014. Net gold imports also reached their highest point since December 2023. The surge reflects strong demand from mainland China and preparations for the gold

According to BIT analysis, NEAR-USDT has demonstrated high correlation with AI-themed market movements as of July 29, with synchronized price action during both uptrends and downturns. While AI-related gains have primarily benefited DRAM stocks, energy assets, and broad-based ETFs such as South