Global TradFi & Macroeconomics

Morgan Stanley Wealth Management on 15일 (local time) recommended investors take profits on semiconductor stocks ahead of major US technology earnings reports, citing maturation of the artificial intelligence investment cycle. Chief Investment Officer Lisa Shalett stated the likelihood of market

JP Morgan revised its terminal rate forecast for South Korea to 3.75% from 3.50% after the Bank of Korea raised its base rate by 25 basis points to 2.75% on July 16, with economist Park Seok-gil stating the central bank is likely to implement another rate increase in August. The revision follows

The USD-JPY exchange rate remained flat in the Tokyo foreign exchange market on the afternoon of the 16th, trading at 162.122 yen as of 2:40 PM, up 0.01% from the previous session. The pair initially rose slightly as rising international oil prices—driven by escalating attacks between the US and

July 16, 2026, 07:30–07:45 (UTC): Within 15 minutes, BTC fell 0.42%, with the price retreating to the $64,208–$64,501 USDT range (Ampl 0.46%). Although the decline looks notable, overall 24-hour volatility is extremely small—only -0.02% to -0.04%—which fits a short-term correction within a narrow-range consolidation, with the market mostly in wait-and-see mode. The core driver behind this move is an escalation in the US–Iran geopolitical conflict. The US launched another round of airstrikes targ

According to Morgan Stanley Wealth Management, on July 15, the firm's Chief Investment Officer Lisa Charlotte recommended taking profits in semiconductor stocks that have already risen significantly, citing signs that the artificial intelligence investment cycle is entering maturity. She noted that

According to JP Morgan economist Park Seok-gil, the Bank of Korea raised its benchmark interest rate by 25 basis points to 2.75% today (July 16), with all seven monetary policy committee members voting in favor. JP Morgan simultaneously upgraded its terminal rate forecast to 3.75% from 3.50%,

Mecaro, a KOSDAQ-listed semiconductor parts manufacturer, decided at a board meeting on the 15th to acquire 100% equity of unlisted semiconductor equipment maker Samil Tech for approximately 35.6 billion won. The acquisition reflects Mecaro's aggressive business expansion driven by strong

Today (July 16), the Korean won appreciated 0.7% to 1477.10 per U.S. dollar, marking its highest level since May 12, 2026.

According to Chosun Biz, on July 15, Kosdaq-listed semiconductor components maker MECARO agreed to acquire 100% of private company Samil Tech for approximately 356 billion Korean won (roughly $27 million). The company will fund the entire acquisition using its cash reserves without incurring

According to Ukraine's Security Service, Ukrainian forces struck two Russian shadow fleet tankers in the Black Sea on July 16 using Mamai marine drones. The damaged vessels, Louise1 and Banda, have been regularly transporting oil for Russia. The Russian government has not yet commented on the

South Korean financial authorities announced comprehensive regulations on single-stock leveraged exchange-traded funds (ETFs) and exchange-traded notes (ETNs) on the 16th, 50 days after the products launched. The Financial Services Commission and related agencies suspended new listings until

According to Bloomberg, the U.S. launched its fifth consecutive strike on Iran early Thursday (July 16), targeting military installations and a sanctioned oil tanker near the country's main crude export terminal. Iran responded by firing missiles at U.S. bases in Kuwait and Jordan, with Jordanian au

Foreign investors net purchased ₩3.29 trillion worth of Korean stocks on July 14-15, concentrating on semiconductor shares including SK Hynix and Samsung Electronics, according to Korea Exchange data. The buying spree followed ₩14.07 trillion in net selling from July 1-13. On July 16, foreign invest

Bitcoin traded around $64,389 as Ethereum reached $1,895 on Tuesday, its highest level since June 3. The price movements followed softer U.S. inflation data that weakened the dollar and reduced concerns about additional Federal Reserve rate hikes, according to The Economic Times. Bitcoin moved

According to the Korea Exchange, foreign investors net-bought approximately 2 trillion won of SK Hynix and other semiconductor stocks on July 14-15, reversing earlier selling pressure. The purchases were concentrated on SK Hynix (1.9958 trillion won), with smaller positions in SK Square, Samsung

According to market data, on July 14, Bitcoin held steady near $64,389 while Ethereum touched $1,895, its highest level since June 3. Bitcoin moved between an intraday high of $65,486 and low of $64,384, suggesting traders remain cautious despite a softer U.S. inflation report that weakened the

US electricity supply reached 2,234 terawatt-hours in the first half of 2025, up 3% from the prior year and marking a record high, according to clean energy think tank Ember reported by Yonhap Infomax on an unspecified date. The US Energy Information Administration (EIA) attributed much of this

GraniteShares 2x Long LCID Daily ETF (LCDL) delisted on the 15th (local time) after net asset value turned negative. The leveraged fund tracking Lucid Motors stocks crashed 92% in a single day. On the 14th, Lucid Group shares dropped over 50% intraday amid liquidity crisis and bankruptcy

SK Hynix is continuously selling US dollars raised through its American Depositary Receipt (ADR) listing, according to Seoul's foreign exchange market on the 16th. The company raised $26.5 billion (approximately 40 trillion won) via the ADR listing and is sequentially converting the funds, which