Global TradFi & Macroeconomics

South Korea's Financial Services Commission (FSC) announced on the 15th that investors who are not allocated shares in initial public offerings (IPOs) will receive interest on their subscription deposits, alongside planned reductions in margin loan rates. FSC Chairman Lee Eok-won stated in a

Three major Korean securities firms issued bullish stock analysis reports on July 15 morning, raising price targets for KT&G, Hanwha Aerospace, and Korean Air. Hana Securities upgraded KT&G's target price to 210,000 won citing strong domestic tobacco demand and favorable exchange rate effects. Korea

According to Herald Biz, Korean private equity fund managers are adopting a more cautious stance on AI and semiconductor sector investments, citing overvaluation concerns and uncertainty over exit timing. Despite strong interest in the sector, PEF operators cite growing valuation gaps between

According to Hong Kong Exchanges and Clearing (HKEX), the second phase of reduced tick sizes for Hong Kong stocks will be implemented on August 3. The first phase achieved significant results, with bid-ask spreads narrowing by 35% and order execution times improving by 30% for affected stocks.

According to the Financial Services Commission's July 15 presidential briefing, South Korea will introduce interest payments on IPO subscription deposits and accelerate stock settlement cycles. If interest on subscription deposits is set at 1% annually, investors are expected to receive over 30

According to reports from major Korean brokerages released on July 15, three companies received upgraded stock price targets. Hana Securities raised KT&G's target price to 210,000 Korean won (up 16.7%), citing strong domestic tobacco demand and favorable currency effects. Korea Investment & Securiti

According to Guru Club, methanol continuous main contract futures rose 2% intraday on July 15, trading at 2,665 yuan.

Gate News message: According to an official Gate announcement on July 15, 2026, the Gate gStocks section will list 16 tokenized securities for spot trading starting at 16:00 (UTC+8) on July 15, 2026: VOOG, IVVG, CATG, BACG, LRCXG, COSTG, UNHG, GEG, CVXG, KOG, PGG, HSBCG, HDG, ARMG, NFLXG, and GSG. The trading pairs for all tokens will be paired with USDT. The gStocks tokenized securities products have 1:1 fully backed native reserves and offer 7×24-hour securities trading. The listed options inc

According to Long Shin Technology's IPO strategic investor list, NIO committed to subscribing 158 million CNY (approximately $21.8 million) with an 18-month lock-up period on July 14. NIO is positioned as a strategic partner for Long Shin's DRAM business, collaborating on vehicle-grade LPDDR4X and L

According to Jinlian Creative and Jin10, oil prices surged 11% in two trading days as of July 14, marking the largest two-day percentage gain since mid-March. WTI crude rose $7.93 per barrel (11.10%) while Brent crude climbed $8.72 per barrel (11.47%). Shipping data shows bulk cargo vessels

Hong Kong stocks extended gains as of 10:39 AM, with the Hang Seng Index rising 277 points or 1.14% to 24,618 after reaching an intraday high of 24,698. The rally followed US inflation data showing faster-than-expected cooling, which eased Federal Reserve rate hike pressures and supported US

According to the Financial Services Commission on July 15, South Korea will implement a tiered segment system for KOSDAQ starting January 2027, a market restructuring initiative designed to elevate the exchange's status relative to KOSPI. The FSC will also host a "Korea Premium Week" IR event from S

On July 14, 2026, the U.S. Bureau of Labor Statistics released its June Consumer Price Index (CPI) report. The data showed that the U.S. June CPI fell 0.4% month over month, marking the first monthly negative growth since May 2020; the year-over-year increase dropped sharply from 4.2% in May to 3.5%, below the market’s 3.8% expectation. Core CPI was flat month over month and rose 2.6% year over year, also below expectations. This data triggered a rapid and widespread Chain Reaction in financial

According to Guru Club citing Everbright Futures, U.S. June CPI rose 3.5% year-over-year, easing from 4.2% in May, while core CPI climbed 2.6% year-over-year overnight (July 14), falling below market expectations of 2.8% and prior reading of 2.9%. The softer inflation data reduced expectations for f

State Street warned on the 13th (local time) that emerging market (EM) stocks face significant concentration risk despite favorable conditions, with the MSCI EM index's top 10 holdings approaching 40% of total weight. Senior strategist Ying Lan identified over-reliance on Asian semiconductor

Major Korean securities firms are projected to deliver exceptional Q2 2025 earnings that significantly exceed market expectations, according to data released on July 15 by financial information provider FnGuide. The combined operating profit estimate for five major firms—Mirae Asset, Samsung, NH

According to a market analysis released by StateStreet senior strategist Ying Ran on July 13, emerging markets are benefiting from improving corporate earnings and a weakening U.S. dollar, but face significant concentration risks. The top 10 stocks in

According to Yonhap Infomax, Gaon Cable (000500) supplied power distribution cables worth hundreds of billions of won to SK Hynix's Yongin semiconductor cluster on July 15. This marks the company's expansion from existing supply relationships at SK Hynix's Icheon and Cheongju facilities. The company

According to Newsis citing F&Guide data, South Korea's major brokerages including Mirae Asset, Samsung Securities, NH Investment, Korea Financial Group, and Kiwoom Securities are expected to report record Q2

According to the Korean Exchange, KOSPI recovered to 7,325.25 on July 15, up 6.83% intraday, reclaiming the 7,000 level. The rally was led by semiconductor stocks, with Samsung Electronics rising 5.32% and SK Hynix surging 11.66%, recovering above 2 million won per