Global TradFi & Macroeconomics

According to reports, South Korea is considering purchasing dollar-denominated proceeds from SK Hynix ADR issuance using its foreign exchange fund.

According to a compilation by Jin10, South Korea's major financial institutions forecast the Bank of Korea will raise its benchmark interest rate by 25 basis points in a decision announced today (July 15). The consensus reflects mounting pressure on the won, persistent inflation above the central ba

Yuanta Securities forecasts KOSPI-listed companies' Q2 operating profit at 227.7 trillion won, up 234% year-over-year, in a report released on the 16th. Samsung Electronics and SK Hynix account for two-thirds of total profit, yet excluding them still yields a 44% gain at 78.4 trillion won.

US stocks rose on July 15 (local time) while semiconductor stocks declined, as June Producer Price Index data came in below market expectations. The Dow Jones Industrial Average closed 0.29% higher at 52,658.64, the S&P 500 gained 0.38% to 7,572.40, and the Nasdaq Composite advanced 0.62% to 26,269.

According to Eugene Investment & Securities, South Korea's KOSPI-listed companies posted combined operating profit of approximately 227.7 trillion won in the second quarter of 2026, a 234% increase year-over-year, with net profit to shareholders jumping 265.6% to 176.7 trillion won. Excluding

According to Yonhapinfomax, Seoul government bond futures rose on July 16 evening trading as U.S. inflation concerns eased. The 3-year bond futures contract closed at 102.88, up 7 ticks from the previous trading day's close, while the 10-year contract gained 18 ticks to 105.35. Foreign investors

International Energy Agency head Fatih Birol stated that markets are feeling "tense" amid concerns over a potential escalation of the Iran conflict.

According to Barron's, Chinese memory chipmaker Changhsin Memory (CXMT), the world's fourth-largest DRAM manufacturer, announced it will launch its IPO on Thursday to raise $8.55 billion, with listing planned on Shanghai's STAR Market. The announcement triggered heavy selling pressure in U.S. memory

Korean investors funneled 967.3 billion won into parking-type ETFs during a recent one-week period as stock market volatility triggered buy and sell sidecar mechanisms. The five ETFs with the largest net asset increases were all parking-type products: TIGER Money Market Active led with 288.4 billion

According to a Reuters survey, about one-third of Japanese companies report that the Bank of Japan's rate hikes to date have damaged their capital investment plans.

CNBC host Jim Cramer said Wednesday that companies must prove artificial intelligence investments are delivering financial returns, stating he needs 'cold hard return facts' or will grow more skeptical. Cramer's comments come as this earnings season reveals companies adopting AI have largely

According to ETF Check, on July 16, investors' idle funds are increasingly flowing into parking-type exchange-traded funds (ETFs) as stock market volatility intensifies. The funds' appeal lies in their ability to generate stable daily returns while keeping capital readily available for short-term de

According to Jim Cramer, the CNBC "Mad Money" host said Wednesday he needs "cold hard return facts" proving artificial intelligence is paying off for companies. While Cramer remains optimistic about AI's long-term potential, with analysts projecting AI capital expenditures could exceed $1 trillion i

According to Bloomberg, QuantumScape (QS-US), a solid-state battery developer, will report its latest quarterly earnings after the market close on July 22, 2026. Options market data indicates investors expect the company's stock to swing approximately 12% in a single day following the earnings

DS Investment Securities forecast the LNG carrier ordering boom will continue through at least 2032, driven by 174 global LNG projects and aging fleet replacement demand. Analyst Kim Dae-sung stated in a report on the 16th that annual demand will average 90-110 vessels through 2032 when combining pr

According to DS Investment Securities, global liquefied natural gas projects reached a record 174 as of Q2 2026, with 53 under construction, 27 in basic design, and 94 in proposal phase. The boom in LNG carrier orders is expected to extend at least through 2032, driven by new project development and

According to Jin10, U.S. stock indices closed higher on July 16, with the S&P 500 up 0.38% to 7,572.4 points and the Nasdaq up 0.62% to 26,269.23 points. Technology stocks led gains, with Apple surging over 4% and Google rising more than 3%. The Dow Jones advanced 0.29% to 52,658.64 points. The Nasd

According to Yonhap News, Samsung Electronics shares fell more than 10% on July 13 and rose over 6% on July 15, creating uncertainty among retail investors. A 30-something office worker said he considered selling at the peak decline but contemplated additional purchases after the rebound,

According to the Federal Reserve Beige Book released on July 16, the U.S. economy showed modest expansion across 11 of 12 Federal Reserve districts from late May through June, with overall growth pace largely unchanged from the previous period. High oil prices and other factors dampened consumer

CNBC's Jim Cramer said Wednesday that Wall Street's rally in Big Tech stocks appeared driven more by optimism than by improved fundamentals. The "Mad Money" host questioned whether the day's gains accurately reflected underlying corporate outlooks as technology stocks climbed following a series of p