Global TradFi & Macroeconomics

Corporate insiders sold $77.6 billion in stocks during the first half of the year, marking a 20% increase from the same period in 2025, according to The Kobeissi Letter. The selling was driven by concerns over valuations, geopolitical factors, and the sustainability of massive AI spending. This

According to The Kobeissi Letter, corporate insiders sold $77.6 billion in stock during the first half of 2026, marking a 20% increase from the same period in 2025 and the second-largest volume in over two decades. Insider selling outpaced buying by an 11-to-1 ratio, with purchases totaling

According to BlockBeats, U.S. semiconductor ETFs have attracted over $46 billion in inflows year-to-date as of July 19, 2026, on track to set a record annual inflow. This represents 31% of the ETF's total assets under management. Year-to-date inflows have more than doubled the cumulative total reco

According to ChainCatcher, MicroStrategy sold 4.82 million shares in the week ending July 12, generating net proceeds of $467 million. The company allocated $450 million to increase its dollar reserves, bringing total cash reserves to $3 billion. MicroStrategy currently holds 843,775 BTC,

U.S. President Donald Trump recently claimed that North Sea oil is among the world's finest oil sources and expressed skepticism toward the United Kingdom's energy approach. Trump stated that the UK's significant potential stems from North Sea oil development, and criticized Britain's reliance on

According to Goldman Sachs analysis, the recent severe tech stock selloff is a structural rather than fundamental decline. The momentum factor tracking technology, media and telecom stocks crashed 40% in just 17 trading days, marking the fastest and deepest pullback on record. Goldman Sachs hedge fu

According to recent remarks, U.S. Energy Secretary Wright stated that the United States will ensure oil shipments through the Strait of Hormuz regardless of Iranian assistance. The seven-day rolling average of oil flow through the strategic waterway currently stands below 7 million barrels per day.

According to the Korea Exchange, single-stock leveraged ETFs posted a 130% average daily turnover on July 19, significantly exceeding the overall ETF market average. Some products experienced up to 25 trading hand-offs in a single day, with analysts noting that such frequent ultra-short-term trading

According to Reuters and the Wall Street Journal, Stripe and Advent International proposed jointly acquiring PayPal for approximately $53 billion on July 15. The bidders offered $60.50 per share, representing a roughly 30% premium over the stock's previous week closing

According to Tesla's 2025 annual report, the company is increasing production at its Gruenheide factory in Brandenburg, Germany, for fiscal 2026 in response to stronger demand in the German market. Tesla Brandenburg said it expects output to grow significantly year-over-year and capacity

According to ChainCatcher, MicroStrategy chief Michael Saylor released Bitcoin Tracker information recently. Based on the company's historical pattern, MicroStrategy typically discloses its Bitcoin position changes the day after such announcements are

According to Bloomberg, on July 19, the 60-day correlation between KOSPI and Nasdaq 100 reached 0.46, approaching a two-year high. Samsung Electronics and SK Hynix share price movements have become a key indicator for global investors assessing the direction of artificial intelligence and

One year ago on July 18, XRP hit its all-time high of $3.65, according to CoinCodex data. The asset is now trading at $1.10 after months of correction. Despite the pullback, spot XRP ETFs have accumulated nearly $1.5 billion in inflows, underscoring continued confidence from institutional

According to Goldman Sachs, South Korea's KOSPI index hit a 20-year valuation low on July 19, with its 12-month forward price-to-earnings ratio falling to 5.78x as of July 16, below 2008 financial crisis levels. The index has declined nearly 25% from its June 22 peak. Goldman Sachs' July 17

According to Guru Club, WTI crude oil surged above $82 on Friday (July 18), amid escalating Middle East tensions, fully recovering losses from a ceasefire roughly a month ago. Brent crude returned above $84.60, marking a five-week high, with a weekly gain of nearly 16%, the largest single-week

Alphabet's second-quarter earnings release on July 22 will be a key focus for US stocks during the week of July 20-24, as investors assess the company's AI capital expenditure plans amid concerns over the semiconductor sector's profitability. The Philadelphia Semiconductor Index fell 9.97% last week

According to Yonhap News, Alphabet will report second-quarter earnings on July 22, with the market closely monitoring cloud growth and AI capital expenditure guidance. The Philadelphia Semiconductor Index fell 9.97% last week and 18.06% this month as

The won-dollar exchange rate faces directional uncertainty this week as Middle East geopolitical risks compete with domestic growth momentum. While ongoing US-Iran military confrontations sustain dollar strength pressures, robust semiconductor export performance and expectations for additional

Mirae Asset Asset Management's TIGER US Dividend Dow Jones ETF surpassed 4 trillion won in net assets as of May 15, becoming the first US dividend stock ETF listed in Korea to reach this milestone. The product's strategy of pursuing both monthly dividends and dividend growth attracted significant in

According to Korea Exchange, four new exchange-traded funds will launch on the KOSPI market on July 21. Mirae Asset will introduce TIGER U.S. Tech NYSE100 Active, tracking the top 100 U.S. technology companies listed on NYSE. Korea Investment will offer ACE K-Bio Kosdaq Active, investing in Kosdaq-l