Global TradFi & Macroeconomics

According to Bank of America report released on July 14, SK Hynix' additional memory capacity by 2028 may reach only one-sixth of originally planned levels. The bank noted that South Korea's annual wafer capacity growth will fall below 10%, far short of the government's 2030 target of doubling

Seoul's bond market is expected to show strength on the day before the Bank of Korea's Monetary Policy Committee meeting, buoyed by favorable US inflation data and domestic employment indicators. June core CPI in the US registered 0.0% month-over-month, below the 0.2% market forecast, easing

SK Hynix perpetual futures tracking the Korea Exchange-listed stock recorded approximately 10.6 trillion KRW (~7.097 billion USD) in trading volume on Binance, the world's largest cryptocurrency exchange, on the 13th-14th. The surge was driven by significant stock price volatility during this

Bitcoin (BTC) rebounded to around $64,800 on July 15, rising 2.3% that day. The catalyst was the June Consumer Price Index (CPI) released by the U.S. Bureau of Labor Statistics: the month-over-month decline was 0.4%, better than market expectations; on an annualized basis, inflation slowed to 3.5%, the first drop in five months. As inflation cooled, the market believed near-term rate-hike pressure eased, benefiting both stocks and crypto assets in tandem. June CPI Data: Three Key Inflation Indic

Korean stocks surged in morning trading, with the KOSPI index climbing 6.37% to 7293.82 as of 9:38 AM, recovering above the 7300 level. The rally was driven by slower US inflation data and a rebound in semiconductor stocks, attracting bargain-hunting from foreign and institutional investors

Palladium futures extended intraday gains to 2.00%, trading at 309.15 yuan per gram on July 15.

According to Shanghai Gold Exchange, gold T+D contracts rose 0.9% to 885.2 yuan per gram, while silver T+D contracts gained 2.31% to 14,386 yuan per kilogram during Wednesday morning trading on July 15.

Spot gold reached $4,060 per ounce today, gaining 0.18% during intraday trading.

According to Korea Exchange, Mirae Asset Securities surged 7.35% to ₩41,600 on July 15 morning. The gain follows SK Securities' upgrade of its rating on the brokerage from Hold to Buy.

According to Korean Economic TV, on July 15, retail investors invested nearly KRW 400 billion in SK Hynix American Depositary Receipts (ADRs) on the company's first trading day. A total of 84,000 retail investors across nine major Korean brokerages purchased the stock, acquiring 1.36 million

According to the International Financial Center report released on July 14, overseas major investment banks attributed the recent sharp decline in South Korea's KOSPI index to profit-taking from peak concerns and unwinding of leveraged positions, rather than deterioration in domestic economic

According to Jin10, the CFETS-NEX Chinese yuan fund sentiment index reached 53 as of 08:45 on July 15, up 3 points from 16:00 the previous day. By institution type, large banks reported 52 (up 3 points), mid-sized banks 55 (up 4 points), and non-bank institutions 52 (up 3 points). The index ranges f

According to The Block, Ark Invest increased its holdings in Circle by approximately $13.9 million and in Block Inc. by $1.5 million on Tuesday. The fund simultaneously reduced its Robinhood position by about $3.2 million.

According to Korea Exchange, Monami stock surged 30% to 3,445 Korean won on July 15 morning, hitting the daily price limit. The stock opened up 17.92% at 3,125 won and reached the upper limit within seven minutes of

MicroStrategy reportedly purchased 15,400 BTC for approximately $1.5 billion, according to decrypt.co. The acquisition expands the company's corporate Bitcoin treasury holdings. The purchase represents one of the firm's substantial Bitcoin accumulation moves, adding to its existing position as a

Hyundai Motor shareholders have seen ordinary share values drop approximately 36% over the recent one month period, exceeding declines posted by semiconductor stocks SK Hynix and Samsung Electronics in the same timeframe. The stock demonstrates asymmetric correlation with the KOSPI index, falling

Cloud data platform company Datadog (NASDAQ:DDOG) stock could reach $300 driven by artificial intelligence benefits, according to analyst Todd Gordon in a CNBC column published on the 14th. Datadog provides a cloud platform that integrates data from corporate servers, applications, and cloud

According to Reuters, the US has approved ZTE Kangxun Telecom, a unit of Chinese telecom equipment maker ZTE, along with server maker Maginfra and Zhuhai Hengqin Yunxiang Zhisheng (a subsidiary of cloud computing company Kingsoft), to purchase advanced AI chips from Nvidia and AMD. ZTE Kangxun and

According to Yonhap Infomax, U.S. stock indices advanced significantly on July 15. The Nasdaq climbed 233.83 points to 26,107.01, while the S&P 500 gained 28.25 points to close at 7,543.59. The Dow Jones Industrial Average rose 9.63 points to 52,508.27. U.S. Treasury yields declined, with the

According to Todd Gordon, a CNBC columnist, Datadog (NASDAQ: DDOG) received a price target of $300 on July 14, with shares currently trading at $266 after surging 94% over the past year. Gordon cited the cloud data platform's momentum as it benefits from artificial intelligence adoption. Datadog's