Global TradFi & Macroeconomics

According to Korea Ratings and Data today (July 29), SK D&D announced a capital raise of 136.7 billion won through equity issuance, enhancing its near-term liquidity capacity. The company will use 62 billion won to repay private bonds maturing in October and allocate 753 billion won for additional p

According to Sberbank of Russia, the country's inflation is forecast at 6.5%-7% for 2026.

According to Maeil Business Newspaper, South Korea's KOSPI index crashed from a record high of 9,114.55 to 5,663 in just 23 trading days, marking a 40% decline and reversing its position from the world's best-performing index year-to-date to the worst performer. The sharp selloff was driven by

At 12:00 a.m. on July 30 (Beijing time), the Fed will release its July FOMC meeting decision. This will be the second FOMC meeting since Fed Chair Kevin Wosch took office, and it may well be the most difficult to predict in recent years. The CME FedWatch tool shows that, as of July 29, the probability that the market is pricing in the Fed keeping the policy rate unchanged in the 3.50% to 3.75% range is 70.6%, and the probability of a 25-basis-point rate hike is 29.4%. This probability structure

UMC reported H1 2026 net profit of 58.43 billion TWD on revenue of 129.77 billion TWD, with operating profit of 26.23 billion TWD and earnings per share of 4.68 TWD.

According to ChainCatcher, Binance will add 10 bStocks tokenized securities as eligible margin collateral effective today (July 29) at 20:00 UTC. The newly supported tokens are Apple (AAPLB), Bloom Energy (BEB), Amazon (AMZNB), Direxion Semiconductor Bear 3X ETF (SOXSB), Dell (DELLB), Fluence Energy

South Korean lawmaker Choi Eun-seok accused the Financial Services Commission (FSC) of rushing single-stock leveraged ETF approvals under pressure from the presidential office during a parliamentary hearing on the 29th. Choi alleged that presidential policy director Kim Yong-beom instructed the FSC

Webull launched Managed Bond Portfolios through Webull Advisors, introducing robo-advised portfolios built from individual bonds rather than exchange-traded funds. Powered by fixed income infrastructure provider Moment, the offering allows U.S. retail investors to access professionally managed portf

South Korea's stock market experienced unprecedented turmoil over two consecutive days on July 29, with circuit breakers activated in both KOSPI and KOSDAQ markets. The KOSPI index plummeted to 5,200 during intraday trading, retreating from the 6,000 level. The decline was compounded by

According to TheStreet, HIVE Digital Technologies is accelerating its shift from bitcoin mining to GPU computing rental, with executive chairman Frank Holmes revealing that hourly revenue from GPU operations has reached $2 compared to $0.14 from mining operations.

South Korea's stock market indices KOSPI and KOSDAQ both triggered circuit breakers on consecutive days July 28-29, marking the first time in history that both markets simultaneously halted trading on back-to-back sessions. The KOSPI opened above 6,080 on July 29 before declining

Japanese stock indices closed mixed on the 29th, with the Nikkei 225 falling 930.73 points (1.49%) to 61,434.19 while the TOPIX rose 0.26% to 3,974.03. The decline was triggered by a semiconductor stock selloff after Korea's KOSPI index dropped over 12% intraday, accelerating selling pressure in

According to Morgan Stanley, on July 27, the firm quantified generative AI investment returns for the first time, constructing three valuation frameworks. Self-operated infrastructure model API business achieved return on invested capital (ROIC) of 46%, hyperscaler GPU rental services

According to Yonhap News, Japan's stock market showed mixed performance on July 29. The Nikkei 225 index fell 930.73 points, or 1.49%, to close at 61,434.19, while the TOPIX index rose 10.44 points, or 0.26%, to 3,974.03. Semiconductor-related stocks came under heavy selling pressure, with

JKL Partners, the private equity fund operator holding a majority stake in Lotte Insurance, has shifted to a public sale process after exclusive negotiations with Shinhan Financial Group collapsed due to price disagreements. The breakdown occurred as JKL sought approximately 1 trillion won while Shi

South Korea's KOSPI index fell 35.74% in July, marking the largest monthly decline on record and surpassing the 27.24% drop during the 1997 IMF financial crisis, according to investment bank analyses released July 29. Individual investors incurred approximately $38.7 billion (56 trillion won) in

According to BlockBeats, over the past month through July 29, AI hardware stocks have experienced sharp declines amid market concerns over capital expenditure returns, valuation compression, and Chinese supply chain competition. Key performers include SK Hynix

According to Ebury analyst Matthew Ryan, the Bank of England is set to assess its quantitative tightening (QT) program at Thursday's policy meeting on July 29. However, Ryan notes that the evaluation may have limited impact on UK assets, as investors are likely focused on inflation guidance and

According to Kyodo News, three Japan-related vessels departed the Persian Gulf through the Iran route.

According to Hong Kong Telecom's announcement, the company reported mid-year profit of HK$2.153 billion for the six months ended June 30, 2026, up 4.01% year-over-year. The company declared an interim dividend of 34.8 HK cents per share unit. Total revenue reached HK$18.685 billion, up 7.87%