Global TradFi & Macroeconomics

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.

According to Korean Securities Depository, Korean retail investors purchased $173 million worth of SK Hynix ADR on July 15, the chipmaker's first trading day on Nasdaq following its listing through American Depositary

According to Jin10, the Chicago Mercantile Exchange (CME) energy commodities trading volume report for July 15 has been updated in the Jin10 data center.

According to 21Shares macro research chief Stephen Coltman on July 16, the U.S. June PPI data released Wednesday likely satisfies the Federal Reserve. The data further confirms the inflation slowdown trend reflected in prior CPI data that came in below market expectations. Coltman stated that the Fe

CME's foreign exchange futures trading volume report was updated on July 15, according to Jin10 Data Center. The latest data is now available for review.

According to TruStage chief economist Steve Rick, U.S. PPI data came in below forecast on July 16, a positive development for the Federal Reserve. Rick noted that the softer price data suggests inflation may be gradually approaching the Fed's target and could reinforce market expectations that

According to Bernstein, TSMC's Q2 revenue reached the high end of guidance and slightly exceeded market expectations on July 16, driven by strong demand for advanced process nodes and AI chips. The firm maintains its Outperform rating with a U.S. ADR target price of $430, implying 14% upside from th

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020.