Global TradFi & Macroeconomics

South Korean bond markets are closely monitoring the Bank of Korea ahead of its monetary policy meeting on the 16th, where the central bank is widely expected to raise its benchmark interest rate for the first time in 3 years 6 months. Market participants are focused on signals regarding the BOK's a

Korean listed companies purchased approximately 19.9 trillion won in treasury stocks during the first half of the year, marking the largest buyback scale in the past five years. The surge in stock buybacks reflects companies' efforts to support share prices and enhance shareholder value amid

China's central bank stated that the 7-day reverse repo rate remains the main policy rate at the current stage.

According to Korea Exchange data released July 15, South Korean listed companies' share buybacks reached 19.9 trillion won in the first half of 2026, marking a five-year high. The figure is equivalent to the combined total of all buybacks from the first half of 2022 through 2025. If companies

According to Japan Financial Futures Association data, Japanese retail traders' net short positions in the dollar reached 2.79 trillion yen ($17.2 billion) in June, more than four times the previous month's level and the largest since late 2008. The surge reflects intensified bearish sentiment on th

On July 15, the US unveiled updated sanctions targeting China and India as major buyers of Russian oil and gas, according to China's Foreign Ministry spokesman Lin Jian. The new measures authorize up to 100% tariffs against related countries. Lin emphasized China's firm opposition to unilateral sanc

According to ING, the Bank of Canada's threshold for a substantially hawkish stance is high, with the Dutch lender expecting no surprises in today's (July 15) policy meeting. Unless oil prices rebound to April-May levels, inflation prospects remain too modest to justify rate hikes, particularly

According to KeyBanc and FactSet, Intel's 18A process yield has surged to 85% from 65% in the prior quarter, narrowing the gap with TSMC's N2 process yield of approximately 90% and significantly outperforming Samsung's SF2 process at 50-60%. The company has secured design orders from AMD, Nvidia,

According to the People's Bank of China, it is inadvisable to assess the central bank's policy stance based on the volume of a single open market operation. The statement clarifies that policy direction should be evaluated through comprehensive analysis rather than isolated

According to People's Bank of China Deputy Governor Zou Lan on July 15, the central bank will increase counter-cyclical and cross-cyclical macroeconomic adjustments to bolster domestic demand, optimize supply, and enhance economic resilience. The monetary policy will be calibrated based on domestic

Samsung Electronics and SK Hynix stocks surged on the 15th, driven by overnight strength in US technology stocks and strong earnings from Dutch semiconductor equipment maker ASML. Samsung Electronics closed at 279,500 won, up 6.27% from the previous session, while SK Hynix gained 8%, recovering the

Korean stocks surged on July 15, with the KOSPI index jumping 6.24% to close at 7284.41, recovering the 7200 level after a 427.58-point gain. The rally was driven by strong foreign and institutional buying totaling 3.13 trillion won combined, following positive signals from declining US inflation an

According to Jin10 Data, the People's Bank of China announced on July 15 that broad money supply M2 grew 8% year-over-year as of June, with social financing stock increasing 7.4%. Both indicators continued to exceed nominal GDP growth, as stated by Deputy Governor Zou Luan at a State Council press c

Netflix Inc. (NFLX) faced price target reductions from Wall Street analysts ahead of its fiscal second-quarter earnings on Thursday. Morgan Stanley's Sean Diffley lowered the price target to $90 from $115 while maintaining an Overweight rating, and Barclays cut its target to $85 from $110 with an