Global TradFi & Macroeconomics

According to Zhitong Finance, on July 15, Northbound capital recorded net inflows of HK$13.364 billion into Hong Kong stocks, with Shanghai Connect accounting for HK$4.497 billion and Shenzhen Connect HK$8.866 billion. Key buying targets included Alibaba-W (HK$3.09 billion), Tencent (HK$1.805 billi

According to ChainCatcher, gold and silver prices extended gains in the past 24 hours. Gate spot price data shows gold (XAU) traded at $4,032.17, up 0.35% in 24 hours with a high of $4,104.58, while silver (XAG) reached $58.40, up 1.34% with a peak of $59.73. Gate's metal futures contracts rank

Japan's parliament passed and enacted amendments to the Financial Instruments and Exchange Act on Wednesday, formally classifying cryptocurrencies as financial products. The amendments were approved in the plenary session of the House of Councillors, completing their passage through both houses of t

According to Yonhapinfomax, on July 15, South Korea's government bond yields declined following softer-than-expected U.S. inflation data. The 3-year bond yield fell 2.1 basis points to 3.866%, while the 10-year yield dropped 0.6 basis points to 4.327%. U.S. June CPI posted a 0.4% monthly decline,

According to Guru Club, ICE New York cocoa futures prices climbed nearly 5% to $6,082 per ton on July 15.

Samsung Electronics' foreign ownership dropped to 46.58% as of July 15, marking the lowest level since July 21, 2009, when it stood at 46.56%. The decline from 52.3% at the beginning of the year follows sustained foreign selling, though stock lending balances have decreased by 6.5% since July 1.

A Japan Bitcoin ETF bill cleared a major committee in the country's Upper House on July 15, as Bitcoin and Ethereum prices jumped following cooler-than-expected U.S. inflation data. The proposal would classify cryptocurrencies as financial instruments under the Financial Instruments and Exchange

According to News1, Samsung Electronics' foreign shareholding fell to 46.58% on July 15, marking the lowest level since July 2009, down from 52.3% at the start of 2026. The company's lending balance also declined by 6.5% (₩1.525 trillion) from July 1 to July 14, according to the Korea Financial

BASF reported second-quarter sales of €17.2 billion, exceeding market expectations of €16.38 billion. Adjusted EBITDA for the quarter reached €2.4 billion, surpassing the €2.11 billion estimate. The company raised its full-year adjusted EBITDA guidance to €6.9 billion to €7.7 billion, with the marke

SK Hynix stock recently declined, prompting investors to circulate a '3 million won Hynix bingo card' meme outlining 9 conditions required for the stock to return to 3 million won. TSMC reports earnings on the 16th, with market participants viewing the results as a key test of AI demand

According to Seoul's bond market data on July 15, interest rate swap (IRS) rates fell across the board. The 1-year IRS rate declined 1.50 basis points to 3.46%, while the 2-year, 3-year, 5-year, and 10-year rates dropped 3.00bp, 2.00bp, 1.25bp to 4.0525%, and 0.75bp to 4.1525%, respectively. A

According to Yonhapinfomax, the US dollar fell to 1,484.70 Korean won on Wednesday (July 15), declining 8.30 won from the previous close and marking the lowest level since May 11. The weakness was driven by a softer US dollar trend globally—June US CPI came in below

According to Seoul Economic Daily, TSMC will release Q2 earnings on July 16, marking a critical test for sustained AI investment momentum. SK Hynix shares have fallen sharply, with investors debating conditions for recovery to 3 million Korean won. Analysts are divided on outlook: Korean

According to Jin10, the People's Bank of China released data on July 15 showing that yuan loan balances reached 282.63 trillion yuan at the end of June, growing 5.2% year-over-year. The central bank's data also reflected a significant shift in China's

According to Mitsubishi UFJ Bank analyst Derek Halpenny, reported by Jin10 on July 15, if the Bank of Canada signals a pause in rate hikes, the Canadian dollar may depreciate. Halpenny expects the central bank to release guidance indicating rates will remain unchanged, contradicting market pricing f

Economist Yoon Ji-ho presented three investment strategies for the second half of the year at a special lecture held on the 4th at the Maeil Business Newspaper Media Center. Yoon recommended allocating 50% of portfolios to semiconductors, maintaining cash reserves, and managing volatility rather

According to an insider, AI cloud computing company CoreWeave is exploring financial derivatives as hedging tools against future memory and storage chip price declines. CoreWeave and other cloud providers have signed long-term supply contracts

According to ECB economists on July 15, geopolitical uncertainty and trade tensions reduced credit demand among eurozone exporters while tightening lending standards. Economists including Petra Köhler-Ulbrich noted that European automakers faced the most severe impact from tariffs, encountering