Global TradFi & Macroeconomics

According to HSBC's latest report released on July 14, the investment banking firm dismissed concerns that the memory semiconductor industry has reached a cycle peak, citing emerging growth drivers. HSBC identified higher-bandwidth memory (HBM) pricing gains from rising DRAM costs, next-generation H

According to the European Central Bank on July 14, the ECB selected 36 payment service providers to participate in a digital euro pilot program launching in the second half of 2027 and running for 12 months. The trial will span the ECB and 19 national central banks across the euro area, testing

As of 09:30 Beijing time on July 15, WTI crude oil futures rose 0.31% and U.S. natural gas futures rose 0.45%.

Bitcoin (BTC) once again rebounded, temporarily around $64,707 on July 15. U.S. Treasury Secretary Bessent said he froze more than $130 million in Iranian digital assets. According to Reuters, the European Central Bank (ECB) has selected 36 banks and payments companies from 50 applicant institutions to take part in the digital euro pilot program. Macro Events & Crypto Hotspots U.S. Treasury Secretary Bessent said he froze more than $130 million in Iranian digital assets. According to on-chain an

Korea Land and Housing Corporation (LH) expanded its bond issuance limit to 20 trillion won this year, emerging as a major player in the public bond market. The state-owned housing developer increased issuance to secure funding for metropolitan housing supply projects, particularly the Third New

According to Odaily, Hong Kong-listed storage stocks rose today (July 15), with Jiangsu Giga Electronics (03986.HK) climbing over 7% and Vict (06809.HK) gaining 3.12%.

According to Yonhap Infomax, South Korea's Korea Land and Housing Corporation (LH) issued 710.3 trillion won in bonds in the first half of 2026, a 190% increase from 245.1 trillion won in the same period of 2025. Net issuance reached 545.6 trillion won, marking a shift from net repayment in the

According to Yonhap InfoMax, on July 15, South Korea's Korea Land and Housing Corporation (LH) faces potential bond redemption requests from investors if the government removes the loss compensation clause during organizational

According to LH funding director Ju Nam-wook in an interview today (July 15), the Korea Land and Housing Corporation aims to raise 20 trillion won in 2026 through diversified funding channels amid heightened financial market volatility. The company plans to selectively utilize domestic and

Princess Anne visited HD Hyundai Heavy Industries' Ulsan shipyard on the 14th, the only private company visit during her Korea trip. HD Hyundai stocks surged on the morning of the 15th, with the parent company rising 7.05% to 203,500 won at 9:26 AM. The visit highlighted a 49-year relationship

Goldman Sachs attributed the recent KOSPI decline to program selling triggered by leveraged exchange-traded funds (ETFs), according to analysis released following the index's sharp drop. The investment bank found that 45.4% of foreign and institutional net selling during the decline consisted of pro

According to Korean Economic Daily, Princess Anne visited HD Hyundai Heavy Industries' Ulsan shipyard on July 14, marking the only private sector stop during her Korea trip. The visit sparked expectations for expanded UK orders, as she met with HD Hyundai Chairman Jung Ki-sun to discuss

According to Bloomberg, on July 14, Samsung Electronics and SK Hynix single-stock leveraged ETFs caused significant losses to Korean retail investors. Bloomberg published a column titled 'Korea's Worst Time for Leveraged ETFs,' analyzing the single-stock leveraged ETF products in the Korean stock

According to Jin10, the People's Bank of China (PBOC) conducted a reverse repo operation of 426.5 billion yuan with a 7-day maturity today (July 15). Given that 150 million yuan and 9 billion yuan in reverse repo operations matured, the PBOC achieved a net liquidity withdrawal of 488.5 billion yuan.

SK D&D, South Korea's only listed real estate developer, saw its stock price plummet over 28% to the 7,000 won range on the previous day after announcing high-intensity financial restructuring measures including asset sales and a rights offering. The sharp decline reflects investor anxiety over

South Korea's Deputy Prime Minister and Minister of Finance Koo Yoon-cheol announced the government's second-half economic strategy on the 15th at Cheong Wa Dae, targeting consumer price inflation below 3% through agricultural product discounts, expanded supply, and frozen public utility rates.

The People's Bank of China conducted 426.5 billion yuan in 7-day reverse repos today (July 15), with a net injection of 411.5 billion yuan after 15 billion yuan in repos matured. The operation rate remained unchanged at 1.4%.

South Korea's Deputy Prime Minister Koo Yoon-chul announced major economic initiatives on July 15, including plans to expand the country's sovereign wealth fund and internationalize the Korean won. The Korea Investment Corporation (KIC) will establish a strategic investment account to broaden its ma

The People's Bank of China conducted a 426.5 billion yuan 7-day reverse repurchase agreement operation today, with both the bid and awarded amounts equaling 426.5 billion yuan. The operation rate was set at 1.40%, unchanged from the previous operation.

Japanese Finance Minister Katayama Satsuki stated GPIF may adjust asset allocation if the investment environment changes significantly. The statement triggered strong buying in the 20-year JGB auction, where the tail reached 0 for the first time since May 2010. GPIF manages 293.6 trillion yen with a