Global TradFi & Macroeconomics

According to KeyBanc analyst John Vinh, Nvidia's Rubin GPU servers experienced thermal control issues that caused a minor production ramp delay, but the problem has been resolved. Vinh expects production volumes to increase starting in July 2026. Vinh maintains forecasts of 1.7–1.8 million Rubin

According to reports, canola futures on the Intercontinental Exchange (ICE) closed down 1.98% on Tuesday, July 15, erasing all gains from the previous session as the market reversed course. Declines in Chicago soybean futures and European canola prices pressured Canadian canola, though gains in

According to CNBC on July 14, Evercore ISI analyst Khayreddine Marrah initiated coverage of SpaceX with an Outperform rating and a $230 price target. SpaceX shares have declined 39% from their $225 IPO level to approximately $136, with the stock down 7% over the past five days amid ongoing

According to South Korea's insurance industry sources on July 15, NH Nonghyup Fire Insurance has postponed the refinancing and early redemption of 100 billion won in subordinated bonds maturing on July 21. The insurer decided to delay the issuance in May due to persistently high interest rates and d

According to Hong Kong Exchanges and Clearing disclosure on July 14, Weizhao Semiconductor (Shenzhen) Co., Ltd. has resubmitted its IPO application to the Hong Kong Exchanges main board, with Guangfa Securities as sole sponsor. The company previously filed an application on January 12, 2026. Weizhao

US stock indices closed higher on July 14 (local time), with the Dow Jones Industrial Average rising 0.02% to 52,508.27, the S&P 500 gaining 0.38% to 7,543.59, and the Nasdaq climbing 0.90% to 26,107.01. The rally followed the release of June Consumer Price Index (CPI) data showing inflation

According to NYSE data, the Dow Jones Industrial Average closed up 9.63 points, or 0.02%, at 52,508.27 on July 14, as markets responded to lower-than-expected U.S. consumer price index (CPI) results and strength in the semiconductor sector. South Korean stocks are expected to open higher following t

According to NextTrade pre-market data on July 15 at 8:11 AM KT, South Korean semiconductor stocks surged on the back of strong U.S. semiconductor performance and SK Hynix ADR gains. SK Hynix rose approximately 9% while Samsung Electronics climbed roughly 6%, bolstering expectations for a market

CNBC's Jim Cramer stated on local time 14th that the current US stock market is far from the bubble conditions seen before the dot-com crash, dismissing concerns that the artificial intelligence rally has overheated. Cramer explained that while speculative movements appear in some stocks, this

Michael Burry, the investor known as the real-life model for the film 'The Big Short,' stated via his Substack on the 14th (local time) that residential real estate delivers low long-term investment returns, with after-tax gains averaging approximately 4.5% annually over 50 years when maintenance

According to CNBC, Jim Cramer disputed on July 14 that the current U.S. stock market resembles the dot-com bubble of the late 1990s, arguing that market overheating concerns regarding the AI rally are overstated. Cramer noted that while some stocks show speculative behavior, this is not

According to Business Insider on July 14, investor Michael Burry stated in a Substack post that U.S. residential real estate generates approximately 4.5% annualized after-tax returns over 50 years when maintenance costs are included, comparable to bond yields. Burry noted that despite U.S. median

Securities and Exchange Commission Chair Francis Lim proposed a mediation framework on Monday, July 13, to resolve the Lopez family corporate dispute affecting several listed companies including ABS-CBN and First Gen. Lim stated he personally drafted a roadmap for structured mediation-conciliation a

According to Rappler, SEC Chair Francis Lim proposed a structured mediation and arbitration framework on Monday, July 13, to resolve the escalating Lopez family corporate dispute involving multiple listed companies. Lim outlined a three-step approach: bilateral settlement, followed by

Zhaoyuan Pharma (06127) expects first-half 2026 net profit attributable to shareholders to increase 884.9% to 1,377.4% year-over-year, according to the company's earnings guidance. The growth is supported by a record-high scale of domestic innovative drug business development exports this year,

Bank of America warned that the US stock market faces increased shock risk as the gap between individual stock volatility and overall market volatility has widened to levels approaching the dot-com bubble era. According to Business Insider on the 14th (local time), BofA stated in a recent report tha

Barclays initiated coverage on SK Hynix American Depositary Receipts (ADR) on the 14th (local time), setting a price target of $330 — approximately double the previous day's opening price of $165.50. Barclays analyst Simon Coles attributed the bullish outlook to persistent memory shortages facing th

According to Bank of America, the divergence between individual stock volatility (VIXEQ) and overall market volatility (VIX) has widened to levels approaching the pre-burst dot-com bubble era, signaling elevated risk of market shock. As of July 14, VIXEQ stood at approximately 50, up 46%

According to Yonhap Infomax, on July 15, South Korean government bond futures rose on overnight trading as U.S. inflation concerns eased. The 3-year contract closed at 102.85, up 13 basis points from the previous close, while the 10-year contract rose 24 basis points to 105.29. Trading volume

According to Barclays analyst Simon Coles as reported by CNBC on July 14, Barclays initiated coverage of SK Hynix American Depositary Receipts (ADRs) with a price target of $330, roughly double the prior day's opening price of $165.50. Coles cited sustained memory chip shortages across the