Global TradFi & Macroeconomics

According to Macrotech Futures analysis, crude oil futures fell on July 21 after Iran proposed a 10-day ceasefire to resolve tensions with the United States. Low-sulfur fuel oil (LU) contracts declined over 2%, while fuel oil and SC crude oil contracts fell over 1%. However, prices rebounded

According to CNBC on July 20, Jamie Dimon, CEO of JPMorgan Chase, stated he would not buy stocks or long-term U.S. Treasuries at current prices. Dimon expressed concern that investors are underestimating global economic risks, signaling skepticism about valuation levels across major asset

According to Shanghai Gold Exchange, on the morning of July 21, gold T+D rose 0.44% to 876.17 yuan/gram, while silver T+D climbed 0.73% to 13,823 yuan/kilogram during early trading hours.

HMM is forecast to achieve its highest quarterly performance in five quarters during Q2 2026, with operating profit expected to reach 417.4 billion won, according to a consensus survey of five major securities firms conducted by Yonhap Infomax on the 21st. The shipping company's Q2 revenue is

Silver spot prices rose 1% during the trading session, trading at $57 per ounce as of today.

Bitcoin (BTC) rose to around $65,510 on July 21, while tech stocks faced simultaneous pressure. Kobeissi Letter, citing data from Goldman Sachs, said that over the past 8 weeks, hedge funds sold tech stocks in 6 of those weeks, pushing total net selling over the past 8 weeks to at least the highest level in 10 years. An Iranian ballistic missile hit U.S. military residential facilities at the Muwaffaq Salti Airbase in Jordan, killing 2 U.S. personnel. Bitcoin repeatedly holds the $65,000 key thr

The KOSDAQ index plunged to the 730s on May 21, reversing an early gain as foreign and institutional investors sold heavily. The index opened at 750.07, up 0.43 points (0.06%), but by 9:10 AM had fallen to 731.88, down 17.76 points (2.37%) from the previous session. Foreign investors net sold 26.9 b

According to a Yonhapinfomax consensus survey of five major Korean securities firms, HMM recorded operating profit of 417.4 billion won in the second quarter of 2026, up 78.99% year-over-year, marking its highest quarterly result in five quarters. Revenue reached 3.28 trillion won, up 25.24%

According to Yonhapnews, South Korea's sovereign wealth fund Korea Investment Corporation (KIC) recently announced the establishment of a strategic investment account to invest in domestic companies. The move marks a significant shift for KIC, which since its founding in 2005 has exclusively

Morgan Stanley analyst Joseph Moore recommended on the 20th (local time) that investors buy memory semiconductor stocks during recent price corrections, forecasting supply shortages will persist through 2028. Moore stated the current memory semiconductor cycle is driven exclusively by strong AI

Monami and Hansung Enterprise led sharp declines among small-cap Korean stocks on the morning of the 21st, following a recent surge driven by 'patriotic buying' sentiment. At 9:18 AM on the Korea Exchange, stationery company Monami hit the daily lower limit at 2,615 won, down 1,115 won or 29.89%

According to Money Today, South Korea's small-cap stocks experienced sharp declines on July 21 morning as short-term overheating reversed. Monami, a stationery company, dropped 29.89% to its daily lower limit of 2,615 Korean won at 9:18 a.m., while Hansung Enterprise, known for its crab-flavored

According to Morgan Stanley analyst Joseph Moore on July 20, memory chip supply shortages are forecast to persist through 2028, with third-quarter prices expected to rise at least 25% quarter-over-quarter. The shortage is driven primarily by strong AI data center demand, which Moore described as

According to Jin10 Futures, the CFETS-NEX Chinese yuan funding sentiment index reported 49 as of 08:45 on July 21, up 2 points from 16:00 on July 20. Among institutional segments, large banks posted 48 (up 2 points), mid-size banks reached 50 (up 1 point), and non-bank institutions recorded 48 (up 2

According to Hanwha Solutions' announcement on July 20, the company confirmed its rights offering size at 1.17 trillion won, scaling down from its originally planned 2.4 trillion won. The issuance price was set at 22,100 won per share. The company will proceed with planned investments in future

UBS identified Micron and Broadcom as attractive AI semiconductor stocks following a sector correction since June 22. The investment bank stated that fundamentals have strengthened despite share price declines, using its proprietary valuation model to select companies with improving cash flow

Crude oil drove benzene prices higher yesterday, but overnight losses accelerated as expectations of easing Middle East tensions weighed on both crude and benzene futures. Early trading on July 21 is expected to open

According to UBS analysis reported by CNBC on July 20, UBS named Micron, Broadcom, AMD, Dell Technologies, Hewlett Packard Enterprise, Lam Research, SanDisk, Seagate, and Western Digital as promising semiconductor investments following recent AI chip stock corrections. UBS noted that while

Hankook Tire & Technology received a target price increase to 120,000 won from Meritz Securities on the 21st, marking a level more than 70% above the stock's closing price of 70,100 won and representing the highest target among brokerage coverage. The upward revision follows the company's

According to Jin10 Futures, precious metals including gold and silver rebounded in early trading on July 21 following June U.S. inflation data that came in cooler than expected, prompting markets to dial back Federal Reserve rate hike