Global TradFi & Macroeconomics

According to Jin10 Futures, on July 23, crude oil prices surged amid escalating Middle East tensions and supply risks, with naphtha posting significant gains and PX prices extending their uptrend. Firmer feedstock costs provided underlying support for PX pricing throughout the

According to BlockBeats, IBM reported second-quarter earnings on July 23, with revenue reaching $17.2 billion and growing just 1% year-over-year, falling short of expectations. Adjusted earnings per share came in at $2.93, also below consensus. The company cut its full-year revenue growth guidance f

According to BlockBeats, U.S.-Iran tensions escalated on July 23, with the two sides exchanging sharp rhetoric over military red lines. U.S. equity markets declined moderately: the S&P 500 fell 0.1%, the Nasdaq dropped 0.57%, while the Dow was roughly flat. WTI crude oil futures surged nearly 3% to

According to analysts reported by Jin10, on July 23, gold and silver prices continued to rise amid geopolitical tensions and shifting liquidity conditions. However, analysts from Haitong Futures and Zhongsheng Futures noted that the rebound height may be limited as markets await further clarity on t

JPMorgan Chase upgraded Philippines stock rating from underweight to neutral on July 23.

Southwest Airlines (NYS:LUV) reported Q2 net income of $235 million on the 22nd (US local time), up 9% year-over-year, but provided Q3 guidance below analyst expectations. Adjusted earnings per share of $0.94 beat the consensus of $0.51, as a 21% fare increase offset a 67% fuel cost surge. The

According to Yonhapinfomax, South Korean robotics-related companies saw significant stock gains yesterday following renewed momentum in global robotics manufacturing. Hyundai Mobis rose 6.99% to 513,000 Korean won, buoyed by expectations it will supply core components for Boston Dynamics' Atlas robo

According to Bitget market data, Japan's Nikkei 225 index opened up 334.93 points, or 0.51%, at 66,450.53 points on July 23.

According to Korea Exchange, algorithmic and program trading on South Korea's KOSPI market reached unprecedented levels in H1 2026, with program trading net selling hitting 104.07 trillion won, approximately 15.5 times the five-year average of 6.72 trillion won. Program trading's share of total KOSP

According to the Ministry of Industry and Information Technology, China's shipbuilding industry recorded historic highs across all three key metrics in the first half of 2026. Vessel completion reached 36.5

Samsung C&T stocks are projected to deliver strong Q2 earnings driven by robust growth in bio and hightech construction segments, according to analyst consensus. Yonhap Infomax compiled forecasts from 6 securities firms submitted within the past 3 months, showing Q2 operating profit is expected to r

ServiceNow (NYS:NOW) shares rose 4.70% in after-hours trading on the 22nd (local time) following the release of strong second-quarter earnings results that exceeded market expectations. The enterprise software company's stock had closed regular trading down 6.47% at $95.46 before rebounding on the e

E-Mart is forecast to report Q2 operating profit of 51.8 billion won, a 140.2% increase from the prior-year period, according to a consensus of six securities firms. The improvement stems from recovering same-store sales at its discount store and Traders warehouse formats, which grew 3% and 5%

According to Bitget, on July 23, South Korea's KOSPI index (benchmark equity index) rose 2.44% to touch 6,900 points. SK Hynix gained 4% and Samsung Electronics rose 3.2% in intraday trading.

According to CNBC, on July 22, United Rentals reported second-quarter adjusted earnings per share of $12.76, surpassing consensus expectations of $11.54. Revenue reached $4.41 billion, significantly exceeding the consensus estimate of $4.21 billion. The company raised its full-year revenue

According to CoinDesk, Tesla maintained its 11,509 Bitcoin holdings in the second quarter, extending nearly four years without buying or selling BTC. The company recorded a $112 million post-tax unrealized loss on its digital assets as Bitcoin fell from approximately $83,000 to $58,000 during the qu

According to CoinDesk, Revolut's valuation reached $115 billion in an employee share sale on July 23, up 53% from $75 billion in November 2025, making it Europe's most valuable private company. The digital bank, which

Cathay Pacific (00293) and Link REIT (00823) emerged as top performers among Hong Kong high-dividend stocks as the Hang Seng Index struggled to hold the 25,000-point level, closing down 239 points at 24,892. Cathay disclosed it expects first-half shareholder profit of HK$6

Hana Securities maintained its 'Buy' rating and 150,000 won target price for RFHIC on the 23rd, despite the stock's sharp decline alongside the broader KOSDAQ index downturn. RFHIC's previous closing price was 44,950 won. Analyst Kim Hong-sik attributed the stock's 66% drop from its peak over

According to EJFQ data, on July 23, Cathay Pacific (00293) disclosed H1 2026 net profit guidance of HKD 6-6.5 billion, representing over 20% growth year-on-year after excluding a HKD 1.4 billion gain from Air China holdings. The stock surged 2.6% to HKD 13.59, with a dividend yield exceeding 6%