Global TradFi & Macroeconomics

According to NewsLambert, United Wholesale Mortgage (UWM), one of the largest U.S. wholesale mortgage lenders, received a $2.05 billion capital injection in Q2 2026 following a quarterly loss.

Korean stocks fell sharply today, with the KOSPI dropping 1.73% to 6,187.16 and the KOSDAQ declining 2.92% to 778.30, as geopolitical tensions in the Strait of Hormuz disrupted global shipping. Iran's mention of tolls for hostile nation vessels triggered simultaneous rallies in WTI crude oil

YG Entertainment announced Q2 2026 results on August 7, 2026 at 11:02 AM, reporting consolidated revenue of 127.76 billion won and operating profit of 10.968 billion won, exceeding market consensus by 32.1%. The South Korean entertainment company's Q2 revenue increased 27.2% year-over-year while ope

According to Iranian Parliament Speaker Mohammad Baqer Ghalibaf, the United States' 'theater diplomacy' is a failed strategy characterized by threats and broken promises. Ghalibaf dismissed repeated cycles of announced major attacks followed by negotiation overtures as theatrical productions,

According to U.S. Central Command, on August 6, 49 commercial vessels had altered their routes in the Strait of Hormuz since July 14, with 2 vessels disabled and 2 boarded. The figure increased from 44 vessels reported on August 3, representing 5 additional route changes in four days. The

According to Goldman Sachs, July core CPI is expected to rise 0.19% month-over-month, below the market consensus of 0.2%, and 2.47% year-over-year, lower than the expected 2.5%. Headline CPI is anticipated to increase just 0.05% month-over-month versus the expected 0.1%, reflecting prior energy

Korean 10-year government bond yields rose above 4.18%, increasing discount rate pressure on domestic growth stocks. Oil prices and maritime shipping costs surged simultaneously while industrial metals maintained support levels, pushing the commodity cycle toward a growth-reflation phase. The won-do

Citi maintains a buy rating on SK Hynix with a 3.1 million won target price, raising its 2026 and 2027 operating profit estimates by 4% and 3% respectively, ahead of the company's third quarter earnings announcement. The analyst expects SK Hynix to announce a shareholder return program before the

Cloudflare reported second-quarter revenue of $696 million, exceeding the expected $666 million and growing 36% year-over-year. Adjusted EPS came in at $0.29, beating the consensus of $0.27, while operating income reached $96.1 million, above the $90.2 million forecast. The company raised full-year

According to EY-Parthenon, on Friday, the Federal Reserve is likely to hold interest rates unchanged through year-end, citing stable labor market conditions. July employment is expected to reach 83,000 jobs, compared to June's 56,000, while unemployment is projected to hold at 4.2%. For September's

YG Entertainment on August 7 reported Q2 consolidated revenue of 127.76 billion won, up 27.2% year-over-year, with operating profit of 109.68 billion won, up 31.2% from the prior year. Net income declined 32.8% to 75.45 billion won. The operating profit significantly exceeded analyst consensus

Nano New Material announced provisional Q2 results on the morning of August 7, reporting revenue of 36.548 billion KRW (up 24.5% year-over-year) and operating profit of 5.34 billion KRW (up 189.3% year-over-year), with the company's market capitalization standing at approximately 590 billion KRW

EY-Parthenon expects the Federal Reserve to maintain its policy freeze through year-end even after Friday's employment report, citing stable labor market conditions unlikely to shift the central bank's focus. The consultancy forecasts July employment additions of 83,000 following June's

Wisebirds published its half-year report on the morning of August 7, 2026, disclosing H1 2026 results with operating profit surging 125.4% year-over-year to 5.8 billion KRW and operating margin expanding 10.4 percentage points to 23.5%, a record high for the company. The AI-based advertising

AXTI has demonstrated notable relative strength this week and is attempting to close above its 50-day moving average, according to market observations. The stock currently has 18% of its float held in short

This week, AXTI shows notable strength and attempts to close above its 50-day moving average. According to trading data, 18% of the stock's float is currently held short.

US household stock holdings reached $74 trillion, representing approximately 232% of GDP, marking a historic high. Since 2020, household stock holdings increased by $48 trillion, a 185% surge from prior levels. This growth reflects accelerated equity market participation, with the GDP ratio

According to Ryan Detrick, a well-known trader and market analyst, bears outnumbered bulls for three consecutive weeks ending August 8, even as stocks reached new highs. The divergence highlights a disconnect between bullish price action and underlying market sentiment

The CEO of TTD (Tremor International) is down 50% on a $150 million stock purchase made in March, according to social media reports. The company's stock has lost approximately 90% of its value in less than two

Memory sector stocks corrected following bearish HBM industry checks, including spec downgrades and lower-than-expected SK Hynix HBM4 ASP, alongside SanDisk (SNDK) missing buy-side estimates and negative sentiment around the 2027 NAND outlook. Citi maintains a contrarian bullish stance, citing indus