Global TradFi & Macroeconomics

According to the New York Post, Gulf oil producers are planning new pipelines and ports to bypass the Strait of Hormuz following Iranian attacks on shipping. Goldman Sachs analyst Alexandra Paulus said on Monday that by end-2027, new pipelines should transfer 45% of pre-war Persian Gulf oil

BNY Mellon reported second-quarter revenue of $57.0 billion on July 15, marking a 13% increase compared to the same period last year.

According to KB Securities analyst Kim Dong-won on July 15, Samsung Electronics stock has fallen 30% from its June 18 peak of 362,500 KRW to 254,500 KRW, yet the brokerage maintains a buy rating with a 600,000 KRW price target. Kim attributed the recent decline to investor sentiment contraction

According to MSX.COM data, ahead of U.S. market open on July 15, AI-related stocks showed mixed movements. Marvell (MRVL) rose 1.04%, Broadcom (AVGO) gained 1.17%, while Micron (MU) declined 1.11% and NVIDIA

According to Kevin Hassett, chair of the White House Council of Economic Advisers, 67 economists surveyed by Bloomberg incorrectly predicted the June CPI report yesterday (July 14). The June CPI fell 0.4% month-over-month, marking the largest monthly decline in six years, attributable to

The USD-KRW exchange rate reversed course during the London trading session, rising after earlier declines as Middle East tensions escalated. At 5:04 PM, the rate stood at 1,492.20 won, down 0.80 won from the previous Seoul session close, but up 1.70 won from the New York close at 6 AM. The rate

According to Yonhapinfomax, USD-KRW climbed to 1,493.20 on July 15 amid heightened Middle East geopolitical tensions driving global dollar strength. The Korean won weakened from 1,484.70 in just one hour as market risk-off sentiment intensified. Iran's government spokesperson disclosed that U.S.

According to Foresight News, T. Rowe Price's active crypto ETF TKNZ, approved by the SEC on June 12, has expanded its qualified asset list to 17 cryptocurrencies, adding HYPE and BNB. The fund's sponsor, T. Rowe Price Sponsor LLC, signed digital asset trading and liquidity agreements with StoneX

According to Jin10, JP Morgan's global investment strategist Madison Faller said investors should look beyond tech giants and focus on the broader AI value chain. She highlighted capital-intensive, hard-to-replace assets including semiconductors, infrastructure, utilities, and industrials. Faller

According to Japan's Ministry of Economy, Trade and Industry, a tanker carrying Mexican crude oil for Cosmo Oil is expected to arrive at Japan's Yokkaichi refinery as early as Friday (July 15), marking the first Mexican oil shipment to enter Japan since the U.S.-Israel-Iran conflict began in late

According to a statement from Libya's Akakus Oil Operations Company, the company's crude oil production reached 332,056 barrels per day in July, marking the highest daily output since 2014.

According to Jin10, on July 15, economist Nouriel Roubini warned that inflation remains the largest risk facing markets, driven by geopolitical tensions, deglobalization, and increased government spending. Roubini cautioned that if U.S. consumer price inflation reaches 5%-6%, the 10-year Treasury

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.