Global TradFi & Macroeconomics

Non-semiconductor sectors in the Korean stock market outperformed in August while Samsung Electronics and SK Hynix declined, per Korea Exchange. From the 3rd to the 27th, construction rose 30.32%, machinery gained 17.56%, and metals climbed 16.45% as investors shifted from concentrated semiconductor

According to Korea Exchange, KOSPI rose 3.73% in August through August 27, while semiconductor leaders Samsung Electronics and SK Hynix both declined 0.95% and 0.70% respectively during the same period. Non-semiconductor sectors showed double-digit gains, with the construction index leading

According to Grayscale, on August 28, Bitcoin's 90-day correlation with the Nasdaq-100 index has fallen to approximately 33% from over 60%, while its correlation with gold has risen to above 50% from near zero at the start of the year. Grayscale Research Head Zach Pandl attributed the shift to

According to the International Monetary Fund (IMF), central banks should not dismiss inflation stemming from supply shocks, the organization stated in a research paper released on August 27. The IMF cautioned that while advanced economies traditionally downplayed supply disruptions, such shocks

According to Coinglass, the crypto Fear and Greed Index reached 72 today (August 28), up 2 points from yesterday. The 7-day average stands at 70, while the 30-day average is 41.

The USD-KRW exchange rate fell to a 1-year low on August 28, reaching 1,375.50 won at 10:39 AM Seoul time, driven by exporter negotiation volume entering the market. As of 11:19 AM, the rate traded at 1,378.20 won, down 2.70 won from the previous Seoul session close and 3.30 won below the New York c

On Thursday, Affirm Holdings Inc. (AFRM) reported fiscal fourth-quarter earnings of $4.62 per diluted share and revenue of $1.17 billion, beating analysts' expectations of $0.35 and $1.11 billion respectively. The results sent shares surging 9% in after-hours trading, though gains pared to 7.5% by m

According to ChainCatcher, the U.S. Securities and Exchange Commission has approved the merger filing between Evernorth, an XRP treasury company backed by Ripple, and Armada Acquisition Corp. II. Armada shareholders will vote on September 30; if approved, the merged entity will list on NASDAQ

According to Barron's, BCA Research geopolitical strategist Matt Gertken said this week that the Russia-Ukraine war is entering a new escalation phase, potentially becoming a major source of financial market volatility this fall. Ukraine has expanded its strikes deeper into Russian territory,

According to multiple trade sources, QatarEnergy sold at least 7 million barrels of various grades of Qatar crude oil this week for October shipment via tender. The cargo was priced at a premium of approximately 6-7 USD per barrel to Dubai crude on a free-on-board (FOB) basis and will be loaded via

According to Yonhapinfomax, the USD/KRW exchange rate hit its lowest level in one year at 1,375.50 on August 28 morning, driven by hedging flows from South Korean exporters. As of 11:19 AM local time, the rate stood at 1,378.20, down 2.70 won from the previous close. The Bank of Korea also raised it

According to BlockBeats, Nvidia's stock price surged 8.7% yesterday (August 28), driving a single-day market capitalization increase of approximately $442 billion—the second-largest one-day gain in individual stock history. The company's total market value reached approximately $5.5 trillion,

According to Benzinga, Nvidia (NVDA) estimated third-quarter revenue will reach $108 billion, representing approximately 1,730% growth from four years prior. The company's Q2 revenue reached $96.22 billion, surpassing analyst expectations of $92.11 billion. If the Q3 guidance holds, the

According to its Q2 earnings report, Nvidia's revenue surged to $96.2 billion, more than doubling year-over-year, on Thursday. The chipmaker forecast 70% growth in fiscal 2028 sales, exceeding analyst expectations of 44%. NVDA stock rose 9%, marking its best day in over four months. President

U.S. stock futures traded mixed overnight late Thursday as investors awaited Federal Reserve Chair Kevin Warsh's scheduled speech Friday at the Jackson Hole symposium. Nasdaq-100 futures fell 0.05%, while Dow futures and S&P 500 futures gained 0.15% and 0.01%, respectively. Fed watchers at

According to official earnings reports released in late August 2026, Nvidia posted second-quarter revenue of $96.2 billion, up 106% year-over-year and surpassing analyst expectations. The company's data center segment contributed $89 billion, representing 117% YoY growth. Nvidia guided Q3 revenue to

South Korea's short-term credit market continues to show weakness following the Bank of Korea's August monetary policy meeting, despite the central bank's dovish stance. On the 28th, multiple bank bonds were issued at spreads above average rates, with Sangeumchae 1.5-year bonds priced 2.5 basis

According to bond market participants reported by Yonhapinfomax, South Korea's short-term credit market remained weak on August 28 despite the Bank of Korea's dovish monetary policy committee meeting. Bank bond issuances widened their spreads by 2.5–3.0 basis points as investor demand failed to

South Korean securities firms are investing in virtual asset exchanges and blockchain companies as the country prepares to institutionalize Security Token Offerings (STO) next year. Mirae Asset Group secured management control of Digital X, the operator of Korbit, while Korea Investment

According to ChainCatcher citing Gate market data, Hong Kong's Hang Seng Index and Hang Seng Tech Index rose 0.47% and 0.6% respectively at midday close on August 28. Telecom and infrastructure stocks led market gains, with China Xiniya Fashion and Eternity Technology rising over 4%, while ZTE rose