Global TradFi & Macroeconomics

According to EJFQ investment research, gold prices rose to $4,130.25 per ounce on July 22, driven by renewed geopolitical tensions in the Middle East and increased safe-haven demand. The yellow metal has gained 3.05% since the start of July, breaking its four-month losing streak and holding above th

According to Rappler, over the last two weeks, foreign investors resumed net buying in the Philippine Stock Exchange, pushing the PSEi past the 6,400 milestone that had held steady for four months. Foreign funds account for over 50% of total value turnover on average. The inflows were driven by

According to Intel, the company reported second-quarter revenue of $16.13 billion, up 25% year-over-year and exceeding analyst expectations of $14.43 billion. Data center and AI revenue reached $6.26 billion, surpassing forecasts of $5.54 billion. Adjusted earnings per share came in at $0.42,

According to Odaily, Intel reported second quarter revenue of $161.3 billion, beating analyst estimates of $144.3 billion and marking 25% year-over-year growth. The company's data center and artificial intelligence business generated $62.6 billion in Q2 revenue, surpassing analyst expectations of $5

According to Bloomberg ETF analyst Eric Balchunas, Corgi plans to launch 300 to 500 ETFs within one year. Balchunas noted on X that while this strategy may result in at least one breakout success, it will also generate significant underperforming products. He added that this approach aligns with

Blackstone CEO Stephen Schwarzman stated during a Q2 earnings call on the 23rd that the firm has been selective in AI infrastructure investments amid concerns of excessive enthusiasm in the sector. Schwarzman emphasized that Blackstone leverages its scale and knowledge advantages to carefully vet in

BGF Retail is projected to achieve revenue of 2.4172 trillion won and operating profit of 76 billion won in Q2 this year, according to a consolidated forecast from 10 major domestic securities firms surveyed by Yonhap Infomax on the 24th. The figures represent year-over-year increases of 5.55% and 9

The Bank of Korea confirmed its YouTube livestream of Monetary Policy Committee press conferences contains a minimum 3-second technical delay, while Trump Media announced plans to launch a 'Truth API' service next month offering millisecond-early access to posts from top accounts. The delay became n

According to Yonhapinfomax, the Bank of Korea's press conference livestream this month experienced a 3-second delay due to technical limitations inherent to YouTube's broadcast infrastructure. The central bank confirmed the delay is unavoidable without sacrificing broadcast quality or causing

According to Yahoo Finance, on July 23, Blackstone CEO Stephen Schwarzman reported second-quarter distributable earnings of $2 billion ($1.52 per share), up 26% year-over-year and beating market expectations of $1.7 billion. The infrastructure investment firm launched a $35 billion AI investment

According to Yonhap Infomax, BGF Retail is forecast to post consolidated sales of 2.4172 trillion won and operating profit of 760 billion won in Q2 2026, up 5.55% and 9.57% year-over-year respectively. The growth is driven by strong performance in convenience stores, with same-store sales growth

According to CNBC, New York COMEX August gold futures fell 2.4% to $4,050.7 per ounce on July 23. The price dropped $101.7 from the previous close as escalating U.S.-Iran tensions and heightened Middle East geopolitical risk drove U.S. Treasury yields sharply higher, reducing gold investment

According to market reports, the Roundhill Magnificent Seven ETF (MAGS) tracking U.S. tech giants fell 4.25% today (July 23), marking its largest single-day decline since April 2025. Tesla (TSLA-US) led losses with a 12.31% plunge after reporting second-quarter adjusted earnings per share

Japan recorded net selling of foreign bonds totaling 715.4 billion yen for the week ending July 17, reversing from net purchases of 1,090.1 billion yen in the prior week.

During the week of July 17, Japan recorded net sales of foreign stocks totaling 121.3 billion yen, a reversal from the previous week's net purchases of 196.2 billion yen.

Foreign investors net sold 185.1 billion yen of Japanese bonds during the week of July 17, reversing from net purchases of 499.8 billion yen in the prior week.

iM Securities set a 3 million won target for Samsung Electro-Mechanics on the 24th after the company disclosed a 295.1 billion won MLCC contract. The brokerage maintained its 'buy' rating, stating that securing additional long-term supply contracts for AI server MLCCs strengthened the company's

According to iM Securities report released on July 24, Samsung Electro-Mechanics' target stock price was set at 3 million Korean won, maintaining a buy rating. The company signed long-term MLCC (multilayer ceramic capacitor) supply contracts valued at 295.1 billion won for January-December 2027,

Korea Exchange and Korea Securities Depository restructured the settlement period shortening working group into task forces on the 20th. According to the financial investment industry on the 24th, the decision aims to organize prerequisite tasks for transitioning to T+1 stock settlement. The working

DI is projected to achieve record Q2 2024 earnings and expand equipment supply beyond HBM to general DRAM and NAND, according to Hana Securities analyst Kwon Tae-woo on July 24. The performance improvement was driven by concentrated delivery of HBM4 wafer tester orders worth approximately 196