Global TradFi & Macroeconomics

On July 15, early trading, SK Square jumped 10.5% to 1,315,000 Korean won as South Korea's semiconductor stocks rallied. Samsung C&T and Samsung Life Insurance, which hold stakes in SK Hynix and Samsung Electronics respectively, also gained, rising 3.81% and 5.68% as of 9:08 a.m. local

Japan's 5-year government bond yields fell 3 basis points to 1.92% today.

According to Reuters, data center operator Switch hired Goldman Sachs and JPMorgan Chase for a potential initial public offering as soon as the fourth quarter. The IPO could raise up to $10 billion and value the Las Vegas-based company at approximately $80 billion, including debt. Switch operates

CJ ENM is forecast to post Q2 operating profit of 33.4 billion won, up 16.91% year-over-year, but below market expectations, according to a consensus of 11 domestic securities firms compiled by Yonhap Infomax. Revenue is projected at 1.281 trillion won, a slight decrease from the prior year. The ear

According to China International Capital Corporation research cited by Jin10 on July 15, the U.S. June Consumer Price Index declined 0.4% month-over-month and rose 3.5% year-over-year, both below market expectations. Core CPI showed zero growth month-over-month with a 2.6% year-over-year increase, a

According to Yonhap Infomax consensus data from 11 major Korean brokerages, CJ ENM is forecasted to post operating profit of 33.4 billion won for Q2 2026, up 16.91% year-over-year, with revenue expected at 1.2811 trillion won. A production gap at U.S. subsidiary Fifth Season and a 19.2% decline in

According to CoinGecko, Bitcoin bounced to $64,968 on July 15 morning, up 4.4% in 24 hours and reaching levels not seen since June 22. The move was driven by U.S. inflation data released on July 14: the June Consumer Price Index rose 3.5% year-over-year, missing market expectations of 3.8%, and

According to Bloomberg ETF analyst Eric Balchunas, T. Rowe Price's actively managed cryptocurrency ETF TKNZ is ready to launch, potentially on Thursday, July 17.

According to BlockBeats, on July 15, President Trump abandoned a proposal to impose 20% tolls on cargo transiting the Strait of Hormuz, reversing the plan within 24 hours of its announcement. Trump stated he would replace the toll scheme with trade and investment agreements from Gulf states,

Shinhan Asset Management announced on the 15th the regular rebalancing of its 'SOL AI Semiconductor TOP2 Plus' exchange-traded fund (ETF). The rebalancing added five front-end equipment companies — Wonik IPS, Daedeok Electronics, PSK, VM, and TES — while removing LG Innotek, ISC, RFHIC, Korea

According to BlockBeats citing sources, CoreWeave is exploring financial derivatives to hedge potential memory and storage chip price declines as of July 15. The AI cloud computing company has signed long-term agreements with memory and storage chipmakers including Micron and SanDisk that include pr

Korean insurance broker Toss Insurance reported pension insurance new contract volume surged 78.1% year-over-year in the first half of the year, according to customer data analysis released on the 15th. The growth was driven by a strong stock market rally, with the KOSPI reaching the 9000 level

US spot Bitcoin ETFs experienced approximately $424 million in net outflows, erasing recent weekly gains in ETF flow momentum, according to a report citing cryptoslate.com. The outflows represent a test of the recovery trade as the market assesses liquidity and risk dynamics. The development adds a

According to South Korea's Financial Supervisory Service (FSS), on July 14, the regulator requested battery maker EcoPro BM to amend its securities filing for a 1.2 trillion Korean won ($920 million) capital raise. The FSS determined that the company's disclosure failed to meet proper format

According to Toss Insurance data released on July 15, annuity insurance new policies surged 78.1% year-over-year in the first half of 2026. Variable annuity products dominated, accounting for 6 of the top 10 best-selling offerings. Growth was strongest among customers aged 60 and above (135.3%),

According to Yonhap Infomax, in Q2 2026, HD Hyundai Heavy Industries posted operating profit of 960.1 billion won, up 103.64% year-on-year, with revenue climbing 50.14% to 6.23 trillion won. The shipbuilding and engine divisions drove growth, with an overall operating margin of 15.2%. Shipbuilding m

The Nikkei 225 Index gained 1% intraday on July 15, with gains expanding throughout the trading session.

According to Jin10 Data, Iran's Islamic Revolutionary Guard Corps stated on July 15 that the region will not export a single drop of oil and natural gas as long as the United States continues to launch attacks against Iran.

According to BlockBeats, Korea Exchange (KRX) halted algorithmic trading for 5 minutes on July 15 after the KOSPI index triggered a temporary halt mechanism.

According to Bloomberg ETF analyst James Seyffart, Morgan Stanley has submitted updated filings for Ethereum and Solana ETFs today (July 15). The proposed trading codes are MSSE for the Ethereum ETF and MSOL for the Solana ETF, with a fee rate of 0.14% for both