Global TradFi & Macroeconomics

According to market reports, the U.S. Labor Department released June CPI data showing headline inflation at 3.5% year-over-year and down 0.4% month-over-month, while core CPI rose 0% month-over-month, both below market expectations. Following the data release, market expectations for a Federal

According to Morgan Stanley, the ECB is expected to hold interest rates unchanged at next week's policy meeting, as reported by Jin10 on July 16. The analysis notes that recent oil price fluctuations create fundamental uncertainty in energy prices, which is sufficient reason for the central bank to

Warren Buffett said on Wednesday (July 15) that Berkshire Hathaway's recent major investment in Alphabet was initiated by him personally, not successor Greg Abel. Buffett also disclosed that at least four or five other holdings rank higher than Apple in his investment priorities, despite Apple

According to sources close to the matter, Syngenta Group (controlled by ChemChina) is postponing its planned $5 billion Hong Kong initial public offering to 2027, delayed from an original June filing target. The company now plans to submit IPO documents in September or later, citing adverse

TSMC's 2-nanometer technology accounted for 3% of total wafer revenue in the second quarter of 2026.

According to Yonhapinfomax, global beauty company APR announced on July 16 that its board approved an interim dividend of 2,500 won per share, with a total distribution of approximately 93.6 billion won. The dividend is the first cash distribution of the year. The record date is August 3, with

According to Korean media reports, SK Hynix ADR surged 27% on July 14 before falling 9% the following day, driven by the simultaneous launch of five leveraged derivative products and heavy options trading. Five asset managers rushed to purchase SK Hynix shares to fill the new funds' baskets

Taiwan Semiconductor Manufacturing Company (TSMC) reported second-quarter results that exceeded market expectations. Net profit reached NT$706.6 billion, surpassing the estimate of NT$623.73 billion. Gross margin expanded to 67.7%,

Bank of Korea Governor Shin Hyun-song stated on July 16 that recent stock market volatility has limited potential to transmit into a broader financial crisis, citing restricted pathways between equity markets and systemic risk. Shin made the remarks during a Monetary Policy Committee press

According to Yonhapnews on July 16, Bank of Korea Governor Shin Hyun-song said recent stock market volatility poses limited systemic financial risk, as equity markets have fewer direct pathways to the broader financial system compared to other liquid assets. Speaking at the Monetary Policy

Montage Technology's South Korea office was searched by Seoul Central District Prosecutors' Fair Trade Investigation Department for alleged violations of the Fair Trade Act involving price manipulation. The Hong Kong-listed semiconductor company's stock fell as much as 20.7% to HK$286.6 following th

Fed Chair Kevin Warsh testified before the House and Senate this week, marking his first appearance on Capitol Hill since taking office. Both Democratic and Republican lawmakers expressed concern that U.S. inflation remains too high, despite June's Consumer

Recently, Zero One, a Chinese autonomous electric truck manufacturer, submitted an IPO application to the Hong Kong Stock Exchange main board, with Goldman Sachs and Haitong International serving as joint sponsors. In May 2026, the company completed a 925 million yuan (approximately $128 million)

UBS raised AMD's 12-month target price from $670 to $700 on '15일' while maintaining a Buy rating, citing expectations that the chipmaker will secure additional major customers and expand datacenter market share. UBS analyst Timothy Arcuri stated Amazon is expected to become a key customer for AMD's

According to MSX.COM data, PopMart (09992.HK) Hong Kong-listed shares surged over 8% this afternoon. Apple CEO Tim Cook welcomed PopMart founder Wang Ning to Apple's headquarters in a recent social media post, according to

According to Societe Generale strategist Kiyong Seong, the Bank of Korea raised its benchmark rate by 25 basis points on July 16, with signals indicating a potential consecutive rate hike in August. Although Governor Rhee Chang-yong's remarks were viewed as hawkish, markets had previously

According to UBS, on July 15, the bank raised its 12-month price target for AMD to $700 from $670 while maintaining a Buy rating. Analyst Timothy Arcuri expects Amazon and Anthropic to become major customers for AMD's next-generation MI450X AI accelerator. AMD's stock has surged 112% over the past t

Michael Burry posted an image on X late Wednesday mocking the AI data center boom as a "fantasy," targeting Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), Oracle (ORCL), Microsoft (MSFT), Caterpillar (CAT) and Nvidia (NVDA). The same day, U.S. President Donald Trump called data centers

According to CME data, on July 15, trading and open interest in energy and precious metals diverged. Gold, silver, and WTI crude all saw declines in both volume and open positions. Gold volume fell by 54,619 contracts to 143,347, with open interest down 2,417 to 381,272. Silver volume decreased by 1

Michael Burry posted an AI-generated image late Wednesday titled "Heptalogy of Data Center Fantasy," depicting Alphabet, Amazon, Meta Platforms, Oracle, Microsoft, Caterpillar and Nvidia as books in a fictional series, signaling skepticism toward the AI data center boom. The same day, U.S.