Global TradFi & Macroeconomics

According to a Reuters survey, all 12 economists surveyed expect Hungary's central bank to cut its base rate by 25 basis points to 5.75% on July 21.

The USD-KRW exchange rate traded at 1,478.50 won as of 3:30 PM on July 17, down 1.90 won from the previous Seoul session close of 1,480.40 won, tracking a slight strengthening in the Japanese yen. The decline occurred during thin Constitution Day holiday trading in South Korea. The yen's modest

According to Yonhap Infomax, the USD/KRW exchange rate fell to 1,478.50 won on July 17 afternoon, down 1.90 won from the previous Seoul session close of 1,480.40 won. Trading volume remained thin due to the Constitution Day holiday in South Korea. WTI crude oil futures for August delivery held

Samsung Securities released a report on the 17th analyzing recovery catalysts for Korean shipbuilding stocks after a 17% year-to-date decline despite record orders. The report attributes underperformance to market valuation compression and profit-taking, while fundamental rebound conditions are

According to EPFR Global Market Intelligence, U.S. corporate insiders sold $77.6 billion worth of stock during the first half of 2026, marking the second-fastest pace in over two decades, up 20% year-over-year. The scale was surpassed only by 2021, when massive pandemic stimulus fueled record inside

Korea Exchange (KRX) and the New York Stock Exchange (NYSE) are pursuing a new memorandum of understanding 22 years after their first agreement in September 2004. The new MOU focuses on four cooperation areas: supporting dual listings between Korean and US markets, sharing experience on settlement c

According to Maeil Business Newspaper, South Korea's exchange and the New York Stock Exchange plan to sign a new memorandum of understanding in August to support U.S.-Korea dual listings, shared settlement systems, 24-hour trading, and tokenized securities cooperation. A U.S.-listed energy storage s

On July 17, 2026, the gold market saw a landmark moment. According to Gate market data, gold XAU is currently quoted at $3,995, with the day’s low touching $3,970. This is the first time since November 2025 that gold has effectively closed below the $4,000 psychological level. Just half a year ago, gold was still hitting a historical peak of $5,598.75 on Jan. 29. From $5,600 down to below $4,000, a near 30% drawdown is uncommon in gold’s history. More importantly, this selloff occurred amid esca

Asian semiconductor stocks plunged on May 17 as Japanese and Taiwanese markets experienced sharp declines following a US semiconductor selloff. Kioxia Holdings dropped 16.1% to 52,110 yen, while Tokyo Electron fell 8.17% and Advantest declined 7.2%, dragging the Nikkei 225 index down 4.03%. In Taiwa

High-net-worth investors in Korean stocks are adopting a wait-and-see stance as recent market volatility triggers sell-off considerations and defensive repositioning. Major securities firms' private banking centers report that new capital inflows and additional stock purchases have stalled, with

The Korean ETF market capitalization declined by 80 trillion won from its peak as semiconductor stocks that had driven market gains plummeted. According to KRX DataMarketplace on the 17th, the total market cap of 1,146 domestically listed ETFs stood at 455 trillion won, down from 535 trillion won on

Semiconductor stocks including Micron, SanDisk, Intel, and Advanced Micro Devices fell sharply in early premarket trading on Friday, extending the previous session's losses. SanDisk declined 6%, leading the pullback, while Micron fell 4.4%, and Intel and AMD each dropped just over 4%. The declines d

According to KRX Data Marketplace, the combined market capitalization of 1,146 domestic listed ETFs in South Korea declined to 455 trillion won as of July 16, down 80 trillion won from a peak of 535 trillion won on June 22. The decline was driven by a sharp selloff in semiconductor stocks, which

According to Bloomberg, Kuwait's power generation and desalination infrastructure sustained damage following an Iranian strike on July 17. Multiple generators at the power station were damaged, and fires broke out at both the desalination plant and power generation

According to the securities industry, high-net-worth investors in South Korea froze fresh equity purchases and turned cautious on July 17 as continued market volatility dampened confidence. Private banking centers at major brokerage firms reported a halt in new client inflows and additional

According to its IPO prospectus, Yonyou Network (600588.SH) filed for Hong Kong main board listing on July 15, marking its third application as China's largest enterprise software provider. The company faces mounting losses totaling over 4 billion yuan across the past three years, despite holding a

The Eurozone's core harmonized CPI rose 2.4% year-over-year in June, meeting both the preliminary estimate and market expectations, according to official data released in July.

The eurozone's June consumer price index (CPI) came in at a final reading of 2.8% year-on-year, matching both the market forecast and the previous month's figure of 2.80%.

Eurozone core consumer price inflation came in at 2.1% year-on-year in June, down from a preliminary reading of 2.2%, according to final data. The 0.1 percentage point decline reflects moderating price pressures in the region excluding volatile energy and food

According to Yonhapinfomax, on July 17, Japan's Nikkei 225 index declined 2,694.42 points (4.03%) to close at 64,141.12, while the TOPIX index fell 109.58 points (2.72%) to 3,919.21. Semiconductor stocks led the selloff, with Kioxia dropping over 16%, Advantest falling more than 7%, Tokyo Electron d