Global TradFi & Macroeconomics

According to Yonhapinfomax, South Korean government bond yields surged on July 22, with the 3-year yield rising 4.6 basis points to 3.913%, the 10-year yield up 6.6 basis points to 4.394%, and the 30-year yield climbing 7.1 basis points to a record high of 4.635%. The spike follows a sharp

According to Yonhapinfomax, on July 22, South Korea's interest rate swap (IRS) rates surged, with 1-year IRS climbing 5.50 basis points to 3.4750% as of 4:30 p.m. Five-year and 10-year IRS rose 4.50bp and 5.75bp, respectively. The sharp increase in short-term rates was attributed to market

According to Signum Global Advisors analysis on July 22, a quantitative model predicts Trump may adjust his hardline Iran policy by late July, with July 26 identified as the highest probability timing. The model identified 2.9 standard deviations as the average threshold needed to trigger policy

According to ZhiTong Finance, on July 22, northbound investors recorded net inflows of 75.17 billion Hong Kong dollars into Hong Kong stocks, comprising 38.38 billion HKD via Shanghai Connect and 36.79 billion HKD via Shenzhen Connect. Tracker Fund (02800) led gains with 61.82 billion HKD in net

According to KB Securities analyst Kim Dong-won, on July 22, improved efficiency in AI models and semiconductors will not reduce AI investment but instead expand memory chip demand through lower service costs and broader use cases. The analyst expects this trend to drive long-term growth for SK

According to BlockBeats and Jin10, Kuwait plans to issue dollar-denominated bonds on Wednesday (July 23) as the country faces mounting economic pressure from repeated Iranian missile and drone attacks. The government has engaged Goldman Sachs and Citigroup to arrange three tranches with

WTI crude oil breaks $89 per barrel today, up 4.69% in 24 hours.

According to Nvidia's SEC filing released on July 21, the U.S. chipmaker disclosed that it holds a 9.3% stake in AI infrastructure company Nevius. The stake, comprising approximately 22.26 million shares, includes shares linked to warrants from Nvidia's $2 billion investment in the company.

According to BlockBeats, on July 22, the U.S. launched its 11th consecutive airstrike against Iran, with Defense Secretary Hegises confirming that the U.S. government has invested at least $37.5 billion in military operations. Officials indicated that continued military action over the coming

According to Yonhapinfomax, SK Innovation [096770] acquired a 100% stake in CoIL BESS Ltd., a company specializing in energy storage systems (ESS), on July 22. The total transaction value was 1.29 billion won, comprising 658 million won in equity purchase and 632 million won in debt assumption. CoIL

According to News1, Kim Min-guk, CEO of VIP Asset Management, proposed on July 21 a bill aimed at preventing major shareholders from deliberately suppressing stock prices to reduce inheritance and gift taxes. The legislation would set a floor valuation of 80% of net asset value when major shareholde

According to Jin10, on July 22, Brooks Macdonald Chief Investment Officer William Hobbes said the firm maintains an overweight position in UK equities relative to US stocks, citing low valuations and long-term advantages in AI-related knowledge sectors. Hobbes noted that UK stocks are undervalued

Brent crude oil futures broke through $95 per barrel for the first time since June 11. The price surge marks a notable recovery in oil markets following weeks of consolidation.

AI data center infrastructure firm Super Micro Computer (SMCI) received tens of billions of dollars in new orders in the last three months, driving its stock price up close to 20%, according to The Kobeissi Letter. The massive order influx reflects explosive demand in artificial intelligence infrast

According to The Kobeissi Letter, artificial intelligence infrastructure provider Super Micro Computer received $60 billion in new orders over the last three months, with shares surging nearly 20% on the news. The company expects revenue to nearly quintuple year-over-year, driven by explosive

According to research covered by MarketWatch, five S&P 500 companies have emerged as undervalued AI adopters since February 2026, contrary to the market's traditional AI stock focus. The study evaluated over 130 companies across 14 industries and identified Visa, Salesforce, ServiceNow, Evolent

According to Gate data, WTI crude oil rose 4% intraday to $88.42 per barrel on July 22. Brent crude gained over 2%, trading at $91.17 per barrel.

According to Yonhapnews, on July 22, South Korea's FX swap points rose across all tenors as market participants braced for a consecutive Bank of Korea rate hike in August. The 1-year swap point closed at minus 13.80 won, up 0.20 won from opening, while the 6-month, 3-month, and 1-month tenors rose 0

Minor investors in Korea achieved the highest stock returns in the first half of the year, with teenagers recording approximately 40% gains and children under 10 earning around 30%, according to an analysis by Mirae Asset Securities of accounts holding over 1 million won. The high returns stem