Global TradFi & Macroeconomics

According to a Stocktwits poll of 1,600 votes, SpaceX (SPCX) and AST SpaceMobile (ASTS) are each leading retail buying interest in beaten-down space stocks, each receiving 33% of votes. Rocket Lab (RKLB) followed with 29%, while Planet Labs (PL) attracted just 5%. Over the past month, SPCX has

According to Bloomberg, Taiwan's second-largest chipmaker UMC started mass production of silicon photonics wafers at its Singapore facility on Tuesday (July 14), targeting growing demand for high-speed optical interconnects in AI and hyperscaler data center networks. The company, collaborating

According to South Korea's Financial Investment Association FreeSIS, forced liquidations in the Korean stock market totaled approximately 324.095 billion won from July 6-10, 32% higher than the five-week average of 244.921 billion won. The figure marks a significant pressure week, roughly five

According to JPMorgan Chase strategists, on July 14, investors should close out positions in 10-year-to-30-year U.S. Treasury curve-flattening trades ahead of the CPI release and Fed Chair Warsh's first congressional testimony to manage event risk. Short-end Treasury yields rose 6 basis points

The Taiwan Weighted Index closed down 1.4% at 44,737.95 today (July 14), according to the Taiwan Stock Exchange.

NVIDIA, Micron, Broadcom, and Applied Materials are projected to generate a combined $430 billion in free cash flow over the next 12 months, according to Bank of America estimates reported by Yahoo Finance on July 14. This represents more than triple the level these semiconductor companies

SK Hynix experienced extreme volatility following its Nasdaq ADR listing on July 10, with the stock falling 15.37% on July 13 as foreign investors sold 1.4238 trillion won worth of shares. The selloff was driven by mechanical rebalancing due to MSCI Emerging Markets index concentration limits and he

According to Financial News, the Korean National Pension Service (NPS) holds stocks valued at over 462 trillion won, representing 27.7% of its total managed assets as of the latest survey. Although the NPS raised its domestic stock target allocation from 14.9% to 20.8%, actual holdings

KCGI Asset Management launched the 'KCGI Korea Dividend Growth Securities Investment Trust [Stock]' on the previous day, targeting Korean dividend growth stocks amid rising KOSPI volatility. The fund focuses on quality dividend growth stocks where dividends increase alongside earnings growth,

According to Bank of America's analysis via Yahoo Finance on July 14, U.S. semiconductor companies including Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in free cash flow over the next 12 months, more than triple the levels from two years ago,

According to Korea Economic TV, SK Hynix stock plummeted to 1.77 million won on July 14 while its newly listed Nasdaq ADR traded at $150, widening the discrepancy between the U.S. and Korean prices to 27.12%. The ADR, which debuted on July 10 at $149, surged to $168.01 before falling sharply as

According to Jin10, U.S.-Iran tensions and the risk of Hormuz Strait closure on July 14, 2026 have intensified oil supply concerns for Chinese refiners. State-owned refineries face disruptions to Middle Eastern crude supplies, while regional refineries confront dual risks from Venezuelan crude

Spot silver intraday gains expanded to 1.00% today, trading at $58.26 per ounce.

SK Group Chairman Chey Tae-won stated that SK Hynix's US ADR listing enables capital access, global talent acquisition, and governance reform in an interview with SixFive Media published the day before. Chey emphasized the listing allows SK Hynix to transition from a Korean company to a global

Japan's 20-year government bond yield fell 12.5 basis points to 3.620% on July 14.

According to Six Five Media, SK Group Chairman Chey Tae-won explained on July 13 that SK Hynix's U.S. ADR listing enables the company to secure funding, recruit global talent, and optimize governance. Chey stated the listing allows SK Hynix to operate as a truly global company rather than solely a K

According to spot market data, spot silver broke through $58 per ounce intraday on July 14, gaining 0.58% on the day.

According to HSBC research published on July 14, storage supercycles are likely to continue longer than currently anticipated, driven by AI-powered productivity gains and sustained cloud spending. HSBC analysts project that

According to Jin10, South Korea's five major commercial banks' combined U.S. dollar deposits reached $70.9 billion on July 9, the highest level since December 2022, driven primarily by corporate holdings. Corporate USD deposits totaled $58.69 billion, up $5.6 billion from end-June and accounting