Global TradFi & Macroeconomics

According to TechPowerUp, Intel is shifting its Nova Lake chip production strategy, moving 80 to 90 percent of its compute module manufacturing in-house using its 18A process, a significant change from the earlier plan to allocate 60 to 70 percent to Taiwan Semiconductor Manufacturing Company using

Roundhill Investment forecast on July 13 (local time) that memory semiconductor stocks including SK Hynix, Samsung Electronics, and Micron will maintain their upward momentum in the second half. Analysts Dave Mazza and Thomas DiFazio stated in their report that the

According to Roundhill Investment analysts Dave Mazza and Thomas DiPazio, memory semiconductor companies SK Hynix, Samsung Electronics, and Micron Technology are expected to maintain strong stock performance in the second half of 2026, on July 13. The analysts noted that recent selloffs represent no

According to Yonhap Infomax, on July 15, the USD-KRW spot market average rate (MAR) in the Seoul foreign exchange market was quoted at +0.05 won before 9 a.m. The NDF fixing position was square, indicating a neutral stance among regional market

President Lee Jae-myung emphasized capital market normalization as a 'very important national policy' during an economic ministry briefing on the 15th at Cheong Wa Dae. He ordered accelerated legislation on stock price manipulation prevention laws. The President criticized South Korea's excessive re

According to Reuters, SK Hynix shares rose 12.7% in Seoul on July 15, driven by softer-than-expected US inflation data and overnight technology stock gains. Barclays initiated coverage of the South Korean memory chipmaker's US-listed American Depositary Receipts (ADRs) with an overweight rating and

According to National Bureau of Statistics, China's crude oil production in June reached 18.12 million tons, down 0.5% year-on-year, with daily average output at 604,000 tons.

According to the National Bureau of Statistics, China's crude oil processing volume in June reached 51.24 million tons, down 17.7% year-over-year, with the decline widening by 8.6 percentage points from May. Daily average processing hit 1.708 million tons.

According to the National Bureau of Statistics, China's gross domestic product expanded 4.7% year-over-year in the first half of 2026.

According to China's National Bureau of Statistics, June saw mixed performance across major energy sectors. Raw coal production declined year-over-year, while crude oil output remained stable. Natural gas production turned positive after previous declines, and electricity generation continued its st

China's industrial production increased 5.3% year-over-year in June, according to the latest data, up from 4.5% in the previous month, marking a 0.8 percentage point improvement.

China's second-quarter GDP expanded 0.9% quarter-over-quarter, down from 1.3% in the first quarter, according to official data released this month.

China's urban unemployment rate fell to 5% in June, down from 5.1% in May, according to official data.

China's second-quarter GDP grew 4.3% year-on-year, slowing from 5% in the first quarter.

On July 6, Robinhood founder Vlad Tenev stated during The Master Investor podcast that retail investors may be the true "smart money." Tenev argued that institutional investors often over-focus on macro indicators such as tariffs and interest rates, sometimes selling fundamentally sound companies fo

JP Morgan, Bank of America, Citi, Wells Fargo, and Goldman Sachs reported combined second-quarter net profits of $49 billion, according to Yahoo Finance on July 14 local time. The figure represents a 39% increase compared to the same period last year, driven by a global artificial intelligence

SC crude oil futures, China's main crude oil contract, rose 4.00% intraday on July 15, trading at 517.20 yuan per barrel.

President Lee Jae-myung expressed regret on July 15 over South Korea's failure to gain inclusion in the MSCI developed market index, citing the need for domestic stock market stabilization. Speaking at an economic ministry briefing at the Blue House, Lee questioned Deputy Prime Minister and

According to Yahoo Finance, five major U.S. banks—JPMorgan, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs—reported combined net profits of $49 billion in Q2 2026, up 39% year-over-year as of July 14. Bank executives attributed the surge to an AI-driven boom lifting trading activity