Global TradFi & Macroeconomics

According to HSBC research published on July 14, storage supercycles are likely to continue longer than currently anticipated, driven by AI-powered productivity gains and sustained cloud spending. HSBC analysts project that

According to Jin10, South Korea's five major commercial banks' combined U.S. dollar deposits reached $70.9 billion on July 9, the highest level since December 2022, driven primarily by corporate holdings. Corporate USD deposits totaled $58.69 billion, up $5.6 billion from end-June and accounting

The Korean government announced its '2026 Second Half Economic Growth Strategy' on the 14th, establishing a new integrated market monitoring council that includes heads of economic, financial, and monetary authorities along with the Minister of Land, Infrastructure and Transport. The strategy aims t

According to an official government announcement on July 14, South Korea launched a new macroprudential policy framework to address inflation, exchange rates, and interest rate risks. The existing F4 meeting—comprising the Finance Ministry, Bank of Korea,

According to BlockBeats, on July 14, Garrett Jin, representative of the "BTC OG insider whale," stated that large-scale deleveraging events typically create favorable buying opportunities during bull markets, citing South Korea's KOSPI index (benchmark equity index) as an

Musk’s SpaceX (code name SPCX) stock fell about 5.4% to $137.74 on July 14, down from a previous close of $145.30. The intraday low was $136.78, further approaching the $135 IPO offering price. Senior investor George Knober, who participated in founding Fidelity’s overseas fund, said in an interview that the essence of this IPO is “the largest-scale exit cash-out operation in history.” SPCX stock closed at $137.74 on Monday, down about 39% from its listing high According to reports, SpaceX (SPCX

Goldman Sachs identified mechanical selling from single-stock leveraged ETFs as a key factor amplifying the KOSPI decline on the 14th day. The investment bank reported that some 2x leveraged ETFs based on semiconductor stocks like Samsung Electronics and SK Hynix fell over 30% in a single day,

According to Bybit, on July 14, South Korea's KOSPI index rose over 1% intraday, with SK Hynix gaining 2.9% and Samsung Electronics climbing 4%.

According to Guru Club, China's fertilizer exports in June dropped 48% year-over-year to 2.23 million tons, marking the lowest level since April 2024, as the country tightened export controls to prioritize domestic

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5688.574 points on June 4, reaching its lowest level since December 2020.

CXMT and YMTC plan to jointly invest RMB 63 billion in capital expenditures to expand production lines; if the plan is completed on schedule, CXMT’s DRAM monthly production capacity by the end of 2026 will be close to 350,000 wafers, just about one-tenth behind Micron’s (Micron) concurrent estimate of 375,000 wafers. CXMT’s DUV Multiple-Exposure Pathway According to reports, since CXMT is unable to obtain EUV (extreme ultraviolet) lithography equipment, the solution it is using is to switch to o

According to BlockBeats, the U.S. Department of Labor will release June CPI data today (July 14) at 20:30 Beijing time. The report will include the year-over-year CPI rate (prior: 4.20%, forecast: 3.80%), month-over-month seasonally adjusted CPI (prior: 0.5%, forecast: -0.1%), and core CPI

According to Jin10, South Korea's government announced on Tuesday, July 14 plans to ease foreign exchange restrictions as part of its strategy to promote the internationalization of the Korean won and expand its overseas use. The government released its "Economic Policy Direction for the Second

Korea's Finance Ministry said foreign exchange market supply-demand conditions are improving and expects structural changes in the second half of 2026.

Robeco Asset Management's global equity portfolio manager Chris Berkouwer advised investors on May 14 to reduce concentration in surging AI stocks and reallocate to financials, healthcare, and consumer sectors, citing elevated valuations and inflation risks. Speaking at a press conference in

Ericsson reported second-quarter net sales of 526.9 billion Swedish kronor (SEK), falling short of market estimates of 538.6 billion SEK. Adjusted EBIT for the period came in at 65.2 billion SEK, compared to analyst expectations of 66.4 billion SEK. The telecom infrastructure company's adjusted

South Korean stocks fell sharply on the 14th, with the KOSPI index dropping to the 6600 level and the KOSDAQ triggering a sell-side sidecar during afternoon trading. As of 1:30 PM, the KOSPI stood at 6693.36, down 113.5 points or 1.67% from the previous session, while the KOSDAQ fell 36.82 points or

According to Robeco Asset Management, the firm's global equity portfolio manager Chris Bukvarwar recommended on July 14 trimming positions in high-performing tech stocks to capture profits, while expanding investment exposure to finance, healthcare, and consumer staples sectors. Bukvarwar stated

According to Jin10 Futures, on July 14, rapeseed meal futures in Zhengzhou opened lower but rallied higher, with the benchmark contract closing up 1.47%. The rise was supported by a sharp climb in international crude oil futures. In the spot market, rapeseed meal trading slowed due to heavy