Global TradFi & Macroeconomics

According to Long Shin Technology's IPO strategic investor list, NIO committed to subscribing 158 million CNY (approximately $21.8 million) with an 18-month lock-up period on July 14. NIO is positioned as a strategic partner for Long Shin's DRAM business, collaborating on vehicle-grade LPDDR4X and L

According to Jinlian Creative and Jin10, oil prices surged 11% in two trading days as of July 14, marking the largest two-day percentage gain since mid-March. WTI crude rose $7.93 per barrel (11.10%) while Brent crude climbed $8.72 per barrel (11.47%). Shipping data shows bulk cargo vessels

Hong Kong stocks extended gains as of 10:39 AM, with the Hang Seng Index rising 277 points or 1.14% to 24,618 after reaching an intraday high of 24,698. The rally followed US inflation data showing faster-than-expected cooling, which eased Federal Reserve rate hike pressures and supported US

According to the Financial Services Commission on July 15, South Korea will implement a tiered segment system for KOSDAQ starting January 2027, a market restructuring initiative designed to elevate the exchange's status relative to KOSPI. The FSC will also host a "Korea Premium Week" IR event from S

On July 14, 2026, the U.S. Bureau of Labor Statistics released its June Consumer Price Index (CPI) report. The data showed that the U.S. June CPI fell 0.4% month over month, marking the first monthly negative growth since May 2020; the year-over-year increase dropped sharply from 4.2% in May to 3.5%, below the market’s 3.8% expectation. Core CPI was flat month over month and rose 2.6% year over year, also below expectations. This data triggered a rapid and widespread Chain Reaction in financial

According to Guru Club citing Everbright Futures, U.S. June CPI rose 3.5% year-over-year, easing from 4.2% in May, while core CPI climbed 2.6% year-over-year overnight (July 14), falling below market expectations of 2.8% and prior reading of 2.9%. The softer inflation data reduced expectations for f

State Street warned on the 13th (local time) that emerging market (EM) stocks face significant concentration risk despite favorable conditions, with the MSCI EM index's top 10 holdings approaching 40% of total weight. Senior strategist Ying Lan identified over-reliance on Asian semiconductor

Major Korean securities firms are projected to deliver exceptional Q2 2025 earnings that significantly exceed market expectations, according to data released on July 15 by financial information provider FnGuide. The combined operating profit estimate for five major firms—Mirae Asset, Samsung, NH

According to a market analysis released by StateStreet senior strategist Ying Ran on July 13, emerging markets are benefiting from improving corporate earnings and a weakening U.S. dollar, but face significant concentration risks. The top 10 stocks in

According to Yonhap Infomax, Gaon Cable (000500) supplied power distribution cables worth hundreds of billions of won to SK Hynix's Yongin semiconductor cluster on July 15. This marks the company's expansion from existing supply relationships at SK Hynix's Icheon and Cheongju facilities. The company

According to Newsis citing F&Guide data, South Korea's major brokerages including Mirae Asset, Samsung Securities, NH Investment, Korea Financial Group, and Kiwoom Securities are expected to report record Q2

According to the Korean Exchange, KOSPI recovered to 7,325.25 on July 15, up 6.83% intraday, reclaiming the 7,000 level. The rally was led by semiconductor stocks, with Samsung Electronics rising 5.32% and SK Hynix surging 11.66%, recovering above 2 million won per

According to Caixin, Futu Holdings and its executives Li Hua (founder, chairman and CEO) and Chen Yu (CFO) were sued by shareholders on July 15 in U.S. federal court in New York's Southern District. The lawsuit alleges violations of the 1934 Securities Exchange Act regarding securities fraud and

According to The Block, TeraWulf (WULF) stock fell 7% on July 15 after New York Governor signed a one-year moratorium on large data center construction. The company stated its existing Lake Mariner facility remains operational and development of its new Lake Hawkeye location is

South Korea's Financial Services Commission announced a comprehensive policy package for the second half focusing on KOSDAQ market structural reform and shareholder value enhancement measures. FSC Chairman Lee Eok-won stated the commission will accelerate financial structural reforms to support an i

Top 1% performing investors at Mirae Asset Securities net-bought Samsung Electronics, Simtech, Doosan, and Samsung SDI on May 15 morning, while selling SK Hynix despite its 27% ADR surge overnight. The trading patterns emerged by 11:00 local time May 15, according to data compiled by Mirae Asset Sec

South Korea's Financial Services Commission announced stricter mortgage loan income assessment rules on the 15th during a presidential briefing. The new measures target cases where corporate employees receive large performance bonuses, requiring lenders to calculate debt service ratio (DSR) using a

South Korea's Financial Services Commission (FSC) will maintain its 1.5% annual household loan growth target despite projected GDP increases, FSC Secretary-General Shin Jin-chang stated at a presidential briefing on the 15th. The decision comes as KB Kookmin Bank autonomously reduced its mortgage

According to the Financial Services Commission on July 15, South Korea's KOSPI index has surged 91.9% year-to-date, becoming the top-performing index among major global markets. The market's global ranking also improved from 13th to 7th place by market capitalization, with the

According to KeyBanc analyst John Vinh, Micron's stock target price was raised from $1,600 to $1,750 following a supply chain site visit in Asia. Vinh forecasts that memory market supply constraints will persist through 2027, with DRAM prices expected to rise 15–20% in Q3 and NAND flash memory price