Global TradFi & Macroeconomics

Korean retail investors purchased $1.9477 billion in US stocks from January 1 to 17, according to Korea Securities Depository data released on January 21. This represents a more than threefold increase from the previous month's net purchases of $632.95 million. The shift occurred as KOSPI dropped fr

According to Korea Securities Depository Savero, from July 1 to 17, South Korean individual investors recorded net purchases of $1.947 billion in US stocks, triple the $632.95 million purchased in June. The surge follows a sharp 25% drop in the KOSPI index this month and heightened volatility

According to a Nikkei study released on July 21, hidden debt of America's five major tech giants—Alphabet, Microsoft, Amazon, Meta, and Oracle—surged eightfold over four years, reaching an estimated $1.65 trillion. This off-balance-sheet liability now exceeds their official recorded debt, making

According to Securities Daily, since early July, multiple banks have raised U.S. dollar fixed-deposit rates, with some products reaching 4% annualized yield. Chinese banks initiated the increases, followed by foreign banks seeking to attract dollar deposits and boost their marketing

BitMine Immersion Technologies, the world's largest Ethereum holder, purchased 7,430 ETH as of the 19th, bringing total holdings to 5,777,468 ETH. The company slowed its acquisition pace last week while conducting a stock buyback of approximately 5.5 million shares at an average price of $15.62. Bit

According to Jin10 Futures, spot platinum and palladium prices rose in early trading on July 21 at 8:30 AM Beijing time. Platinum climbed 0.01% while palladium gained 0.18%.

The KOSPI reversed from early gains to losses during the morning session on the 21st, as foreign and institutional investors engaged in net selling despite a rebound in US semiconductor stocks and easing won-dollar exchange rate pressure. The index opened 0.58% higher at 6553.88 but turned

According to a16z Crypto, tokenized stocks reached approximately $1.7 billion as of end of June, up more than 5x from $329 million a year earlier, making it one of the fastest-growing categories within tokenized assets. The growth was primarily driven by increased issuance volume, with more than

According to BlockBeats, reporting on Serenity's analysis, AI cloud and data center stocks surged significantly on July 21. IREN rose 19.69% after securing new AI cloud service contracts and raising its annual recurring revenue target to over $4 billion, with customers including Microsoft, Nvidia,

HL Mando is projected to record 100 billion KRW in operating profit for Q2, representing a 3% decline compared to the same period last year, while revenue is expected to reach 2.451 trillion KRW, up 2.1%, according to a consolidated forecast from 11 major domestic securities firms compiled by

According to Yonhapinfomax's forecast based on 11 local brokerages on July 21, HL Mando's 2Q operating profit is expected to decline 3% year-over-year to 100 billion Korean won, while revenue is projected to grow 2.1% to 24.512 trillion won. The decline reflects weakened demand in

According to CITIC's research report, since June, as semiconductor stocks began adjusting, global markets have entered a "mid-season break" consolidation phase following a steep rally. The firm expects continued market adjustments in Q3, driven by monetary policy uncertainty, surging financing

According to Financial Times on July 21, Asian stock markets—bolstered by control of the global AI semiconductor supply chain—emerged as a primary driver of record profitability for major Wall Street investment banks including Goldman Sachs, JP Morgan, and Morgan Stanley. Asia is expected to

According to Bitget market data, on July 21, South Korea's KOSPI index opened up 0.6% to 6553.88 points, while Japan's Nikkei 225 index rose 0.62% to 64536.70 points, gaining 395.58 points.

According to GlobeNewswire, LM Funding America will officially rename to PowerCompute, Inc. effective July 22, 2026. The company's common stock will trade under new ticker symbol PWCM on Nasdaq beginning that

GraniteShares launched SK Hynix ADR 2x leveraged and inverse ETFs on the 14th, triggering over $3 billion in cumulative trading volume within four days of listing. The products track SK Hynix American Depositary Receipts, which will become convertible with domestic Korean shares after the 29th.

According to Korea Exchange data as of July 21, the KRX Securities Index fell 39.8% from its 52-week high of 3,362.84 recorded on May 6, closing at 2,022.99. Major brokerage stocks including Mirae Asset Securities (down 46.3%), Kiwoom Securities (30.7%), and Korean Financial Group (17.0%) have all d

According to Korea Stock Exchange, South Korea's five major defense stocks—including Hanwha Aerospace, Hyundai Rotem, Korea Aerospace Industries, Hanwha Systems, and LIG Defense and Aerospace—rose an average of 14.9% year-to-date as of July 21, significantly underperforming KOSPI's 55.26% gain.

According to media reports, multiple U.S. asset managers including Direxion and Proshares launched 2x leveraged and inverse ETFs tracking SK Hynix American Depositary Receipts (ADRs) starting July 14. The products generated over $3 billion in cumulative trading volume

According to Taiwan Economic Daily, Central Glass, a TSMC gas supplier, is halting production of high-purity tungsten hexafluoride (WF6). TSMC responded that it maintains a multi-source global procurement strategy and does not expect the move to impact