Global TradFi & Macroeconomics

According to Goldman Sachs in a CNBC report on July 22, U.S. M&A deal volume surged to $1.2 trillion so far this year, up 32% year-over-year, with the number of transactions rising 12%. Goldman's basket of 71 stocks identified as having at least 15% acquisition probability since the end of Q1 has

According to Jin10 Futures, the CNEX aggregate funding sentiment index reported 47 as of 08:45 on July 23, down 1 point from 16:00 the previous day. Sentiment indices across major banks, mid-sized banks, and non-bank institutions stood at 46, 48, and 46 respectively, each declining 1 point. The inde

According to The Block, Ark Invest sold 97,325 Robinhood (HOOD) shares worth approximately $10.2 million yesterday (July 23), while simultaneously purchasing 121,384 SpaceX (SPCX) shares valued at around $14 million. The investment firm, led by Cathie Wood, also bought approximately $507,000 worth o

According to LG Display's official disclosure on July 22, the South Korean display manufacturer posted operating profit of 390 billion won for the first half of 2026, marking its first profitable first half in five years. H1 cumulative revenue reached 11.15 trillion won. Despite recording an operati

According to SoSoValue, Solana spot ETFs experienced a combined net outflow of $1.2721 million on July 22 (U.S. Eastern Time). Fidelity Solana Fund ETF (FSOL) led outflows with $0.6866 million, while Grayscale Solana Trust (GSOL) saw $0.5855 million in net outflows. As of publication, total SOL spot

According to Korea Exchange data, foreign investors recorded net purchases of 26.21 trillion Korean won on July 22, the highest inflow in two months. The buying pressure pushed KOSPI above the 7,000 level for the first time in four trading days and triggered the 20th circuit breaker halt of the

Korean stocks recovered above the 7000 level on the 23rd, with KOSPI trading at 7019 as of 9:12 AM, driven by strong foreign buying and a semiconductor stock rebound. The rally was fueled by foreign investors' net purchases of 326.4 billion won amid expectations that Alphabet's continued

According to Yonhap Infomax, Japan's Nikkei 225 Index rose 393.29 points (0.59%) to 66,508.89 on July 23, while the TOPIX Index climbed 14.97 points (0.37%) to 4,048.10. The gains were driven by strength in semiconductor and AI-related stocks, including Advantest, which surged

According to Russia's TASS news agency, Yemen's Houthi forces claimed on July 22 to have attacked two Saudi oil tankers in the Red Sea in violation of a blockade they announced. The armed group identified the vessels as ENCELIA and LAYLA. The strikes employed unmanned aerial vehicles, ballistic

According to Japan's Nikkei newspaper, the Financial Services Agency plans to revise investment trust regulations before 2028 to allow crypto assets as primary investment targets for investment trusts and ETFs. Multiple asset management firms are considering launching such products. A Nomura

LG Display reported an operating loss of 107.7 billion won on revenue of 5.6121 trillion won for Q2, the company disclosed on the 22nd, driven by a one-time voluntary retirement expense of 240 billion won. Excluding the restructuring charge, the display maker's core operating profit reached

According to Yonhapinfomax, South Korea's bond market faced weakness on July 23 as foreign investors sold approximately 8,000 3-year government bond futures contracts, the day before the release of Q2 national income statistics. Market participants expect the data to exceed consensus forecasts,

According to Jin10, on July 22 (Wednesday), major stock indexes across Asia, Europe, and the U.S. showed mixed closing performance. In Asia, China's Shanghai Composite edged up 0.07%, while Shenzhen Component fell 1.42%. The CSI 300 and Nasdaq-100 style ChiNext Index dropped 0.46% and 3.23%

According to Bloomberg, Galaxy Digital announced plans to raise $3.5 billion through a junk-bond sale on July 22, with five-year notes marketed at a yield of approximately 9% expected to price on Thursday. The proceeds will fund the Helios data center campus in Dickens County, Texas, where

Sands China (stock code 01928) reported Q2 net revenue of $1.78 billion, down 0.8% year-over-year, with net income falling 50% to $107 million, according to the company's announcement under US GAAP. Adjusted property EBITDA declined 24.03% year-over-year to $430 million, primarily impacted by an

According to Sands China's second quarter earnings report, adjusted property EBITDA declined 24.03% year-over-year to $430 million, driven primarily by an unusually low win rate in VIP turnover gaming. Total net revenue fell 0.8% to $1.78 billion, while net income dropped 50% to $107 million. The co

According to Jin10 Futures, on Thursday (July 23), Malaysian crude palm oil futures on BMD likely open higher, tracking crude oil gains that approached six-week highs amid Middle East tensions. Chicago soybean oil futures also strengthened, providing additional support. The rally is further

Spot platinum fell 0.04% and spot palladium declined 0.08% at 8:30 a.m. Beijing time on July 23.

According to Musk's disclosure, Micron Technology has recently supplied Tesla with large volumes of storage chips, addressing the automaker's demand for the increasingly scarce components. Musk noted that amid tight supply and elevated pricing, Micron's terms for the transaction were

According to Yonhapinfomax, Samsung Electro-Mechanics (ticker: 009150) signed a supply contract worth approximately 300 billion Korean won for AI server multilayer ceramic capacitors (MLCC) with a global tech company on July 23. The one-year agreement runs from January 1 to December 31, 2027. Samsun