Global TradFi & Macroeconomics

According to Reuters Tankan, Japan's non-manufacturing business conditions index (Judgement Index) fell to 25 in July from 32 in the previous month.

According to Reuters Tankan, Japan's manufacturing confidence index remained unchanged at 13 in July, matching the previous month's reading.

According to FnGuide, South Korean refiners' second-quarter operating profits are expected to decline from the previous quarter despite international oil prices rising due to tensions in the Strait of Hormuz. Short-term earnings pressure stems from government regulations and timing effects on the re

Sonos stock declined after reports that OpenAI is developing an AI-powered smart speaker using ChatGPT, which the company is expected to release next year.

On July 14, KeyBanc downgraded Skyworks Solutions (SWKS) to Sector Weight while increasing price targets on several chip stocks, including Nvidia (NVDA) and Intel (INTC).

According to Bank of America's July 2026 fund manager survey, long global semiconductors ranked as the most crowded trade at 82%, indicating widespread consensus among market participants on this positioning.

According to Morgan Stanley, Apple's price increases for iPad and Mac, combined with a potential $200 hike for iPhone 18, could drive higher earnings per share in FY27. The bank sees these pricing actions as supportive to the company's profit

CNBC host Jim Cramer said Tuesday that IBM has fallen on the wrong side of a major corporate technology spending shift, following a 25% stock decline triggered by disappointing second-quarter results. The company preannounced that revenue, earnings, and software revenue growth fell short of Wall

According to CNBC's Jim Cramer, IBM shares tumbled approximately 25% on Tuesday after the company preannounced disappointing second-quarter results. Revenue, earnings, and software revenue growth all fell short of Wall Street expectations. CEO Arvind Krishna acknowledged the company "faltered" as se

Hanwha Ocean is forecast to surpass 500 billion won in quarterly operating profit for the first time in Q2, driven by expanded construction of high-priced liquefied natural gas (LNG) carriers. A consensus of eight major domestic securities firms projects Q2 revenue of 4.5841 trillion won, operating

According to iShares Silver Trust data, the world's largest silver ETF added 102.64 tons to its holdings on July 13, bringing total holdings to 14,957.28 tons.

According to Shanghai Securities Journal, Chinese listed mining companies reported significant profit growth in the first half of 2026, driven by rising volumes and prices of core products. Zijin Mining forecast H1 net profit of 39.1 billion yuan, while Luoyang Molybdenum projected 15.5 billion to 1

SPDR Gold Trust, the world's largest gold ETF, added 1.998 tonnes of holdings yesterday, bringing its total position to 1,004.447 tonnes, according to the fund's official data.

Korea Financial Investment Association held an emergency meeting on the 14th with representatives from 10 major securities firms to raise minimum deposit requirements for leveraged ETFs, citing investor protection concerns. The meeting took place one day before a Financial Services Commission

Cathie Wood, CEO of ARK Invest, disclosed in a 2022 podcast interview with Peter McCormack that she personally bought $100,000 worth of Bitcoin at around $250 per coin after reading the Satoshi white paper. She has never sold a single coin. That disclosure landed at a time when Bitcoin was

Between 22:15 and 22:30 UTC on July 14, 2026, BTC rapidly surged within 15 minutes, with a return of +0.61%. The price ranged from 64,538.5 to 65,100.0 USDT, with an amplification of 0.87%. In the past 24 hours, BTC increased by approximately 3.65%, rebounding from a low of $61,883 to around $64,500, in sync with gold, which also strengthened to $4,013 per ounce; market risk-avoidance sentiment clearly intensified. The main driver behind this unusual movement was the re-escalation of the US-Iran

South Korea's Financial Investment Association (KOFIA) announced on July 14 that it will raise minimum deposit requirements for leveraged ETF trading. Currently, investors must maintain a minimum deposit of 5 million to 10 million Korean won or more in their brokerage accounts depending on

According to Ned Davis Research, the S&P 500 is expected to experience volatility through mid-August 2026 before rallying in October, according to the firm's multi-cycle model cited by strategist Ed Clissold in a recent client report covered by Business Insider. The index has already pulled back

Seven KOSPI-listed stocks with English names starting with 'S' — Samsung Electronics, SK Hynix, SK Square, Samsung Electronics Preferred, Samsung Electro-Mechanics, Samsung Life Insurance, and Samsung C&T — saw their combined market capitalization share rise from 40.15% at year-end to 62.31% by

According to Hong Kong Exchanges and Clearing disclosure on July 14, Jinan Jianbang Metallic Materials (formerly Jianbang Materials Limited) submitted an application for listing on the HKEx main board, with China International Capital Corporation (CICC) serving as the sole sponsor. This marks the co