Global TradFi & Macroeconomics

According to Jin10, gold prices are set to post their first monthly gain in five months on July 31, as investors closely monitor geopolitical developments in the Middle East. The decline in the U.S. dollar following weak GDP data supported precious metals prices, though the move lacks conviction

Japan's central bank governor Kazuo Ueda said on July 31 that wholesale price increases would gradually be reflected in consumer prices starting from July, according to his latest statement. The comments suggest an expected pass-through effect of earlier inflation pressures into the broader consumer

Swyftx has launched Australia's first cryptocurrency exchange to offer licensed access to traditional financial markets alongside digital assets. The new Swyftx Leverage service enables eligible Australian retail clients to trade

Azerbaijan's central bank projects an average oil price of $84.5 per barrel for 2026 and $78 per barrel for 2027.

Swyftx unveiled Australia's first licensed cryptocurrency exchange to offer integrated access to both digital assets and traditional financial markets on a single platform. Eligible Australian retail clients can trade leveraged contracts for difference (CFDs) across approximately 100

Bank of Japan Governor Ueda Kazuo stated recently that the likelihood of the central bank redeploying yield curve control (YCC) in the near term is low. The remarks reflect the BOJ's current policy direction following recent adjustments to its monetary

SK Hynix hit a daily limit gain of 29.95% on July 31, closing at 1,718,000 won—marking the first time the stock reached the maximum allowable increase since South Korea expanded price limits to ±30% in June 2015. Samsung Electronics recorded a historic single-day surge of 26.81%, closing at 262,500

On July 31 (Friday), Shanghai Gold Exchange gold T+D closed up 0.16% at 884.0 yuan per gram. Silver T+D rose 0.44% to close at 14,167.0 yuan per kilogram.

According to UBS research published on July 29, SK Hynix stock has fallen 52% from its June 22 high and now trades at 1.66x price-to-book (P/B) ratio, implying a long-term return on equity (ROE) of just 18.9%. However, UBS forecasts the company will achieve an average ROE of 40.2% from 2027 to 2031,

According to Japanese Economic News, Kioxia Holdings reported net profit of 1.27 trillion yen for the July-September 2026 quarter, up approximately 31 times year-over-year, driven by strong demand from AI data center investments. NAND flash memory prices rose roughly 70% in the previous quarter.

According to Fidelity, the Federal Reserve is more likely to delay the start of its rate-hiking cycle until December, assuming inflation and labor market data remain elevated. However, economic data and geopolitical developments over the next two months could reignite inflation concerns, leaving

According to the Korean Exchange, on July 31, the first trading day following a margin requirement increase from 10 million Korean won to 30 million won, single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix saw trading volume and value plummet to approximately one-quarter of the

According to Reuters, citing the Wall Street Journal, Musk denied on July 31 that Tesla was considering divesting its China operations. China's Foreign Ministry spokesperson Mao Ning responded at a regular press briefing, stating that the ministry opposes politicizing national security concepts

South Korea's KOSPI index surged from 5,500 to 6,500 points in a single trading session, marking record-high gains. Foreign investors returned to the market, purchasing over 7 trillion Korean won worth of stocks and setting an all-time net buying record. The rebound was driven by major tech

According to Jin10 Futures, pulp futures warehouse inventories reached 353,067 tons on July 31, rising 3,759 tons from the previous trading day. Warehouse inventories for other energy and chemical products, including gazetted paper, fuel oil, petroleum asphalt, crude oil, and low-sulfur fuel oil, re

According to an official filing by Yonhap Infomax on July 31, HD Hyundai reported its consolidated operating profit for the second quarter surged 262.2% year-over-year to 4.1 trillion won, with net profit soaring 550.2% to 3.1 trillion won. Revenue increased 30.2% to 22.4 trillion won. The strong pe

Tempo, a public payment blockchain platform, announced on July 30, 2026, the integration of BlackRock's USD Institutional Digital Liquidity Fund (BUIDL) into its network. The integration expands Tempo's infrastructure for institutional stablecoins and tokenized assets by bringing a Moody's AAA-mf ra

Google, Amazon, Microsoft, and Meta invested $1.1 trillion in AI infrastructure from 2023 through the end of June, according to Financial Times reporting on recent earnings releases. The four companies allocated the capital to data centers, advanced semiconductors, and power infrastructure as AI com