Global TradFi & Macroeconomics

According to Zhitong Finance, Northbound capital recorded net inflows of HK$109.97 billion into Hong Kong stocks on July 14, with Shanghai-Hong Kong Connect contributing HK$82.05 billion and Shenzhen-Hong Kong Connect adding HK$27.92 billion. Zhipu (02513) was the top recipient of Northbound

Korea Financial Investment Association (KOFIA) and securities firms agreed on the 14th to strengthen investor protection systems for single-stock leveraged exchange-traded funds (ETFs), including raising basic deposit requirements. The measures aim to address high investment demand that has

Kioxia Holdings closed at 69,100 yen on the Tokyo Stock Exchange on July 14, marking a nearly 40% decline from its post-listing peak of 112,700 yen recorded on June 22. The NAND flash memory manufacturer's stock fell as concerns over artificial intelligence overinvestment and production increases

According to Yonhap Infomax, the Financial Investment Association (KOFIA) and securities companies announced enhanced investor protection measures for single-stock leveraged ETFs on July 14. The measures include raising initial deposit requirements, dispersing trading times to reduce concentration a

According to Yonhap News, Kioxia Holdings' NAND flash memory stock fell 40% from its June 22 high of 112,700 yen, closing at 69,100 yen on July 14. The decline marks the company's loss of Japan's top market cap position, which was overtaken by Toyota and later by MUFG. Once a major driver of Japan's

According to the National Federation of Independent Business (NFIB), the Small Business Optimism Index rose to 97.4% in June, exceeding expectations of 95.5% and up from 95.3% in May.

Interest rate swap (IRS) rates in South Korea's bond market rose across all tenors on July 14, with the 1-year IRS rate climbing 5.00 basis points to 3.4750% as of 4:27 PM, according to Seoul bond market data reported by Yonhap Infomax. The increases were driven by heightened caution ahead of the Ju

According to Yonhap Infomax, on July 14, South Korean interest rate swap (IRS) rates rose across all tenors as of 4:27 p.m. The 1-year IRS climbed 5.00 basis points to 3.4750%, while the 5-year advanced 8.75 bps to 4.0650% and the 10-year gained 8.50 bps to 4.1600%. Overnight index swap (OIS) rates,

According to Goldman Sachs equity research, the five major cloud providers—Microsoft, Amazon, Meta, Google, and Oracle—are projected to collectively spend $5.8 trillion on artificial intelligence capital

NZD/USD rose 1% during intraday trading on July 14, reaching 0.5806.

Cryptocurrency exchange Gate published its June 2026 Transparency Report, outlining expansion across trading services, institutional solutions, wealth management, blockchain infrastructure, and global compliance initiatives. The report highlights growth across several business segments as the

According to BlockBeats, on July 14, investment bank KeyBanc raised price targets for multiple AI chip stocks in a new research report. Arm's price target was significantly increased to $430 from $300; Micron Technology's target rose to $1,750 from $1,600; and Nvidia's target was lifted to $330 from

According to Gate Ventures' latest weekly report, Bitcoin spot ETF recorded approximately $197 million in net inflows last week, ending eight consecutive weeks of outflows, signaling improved institutional demand. Ethereum spot ETF also resumed net inflows during the same period. Meanwhile,

According to Zhaojin Gold's announcement, the company expects attributable net profit for the first half of 2026 (January 1 to June 30) to reach 200 million to 240 million yuan, representing a 347.48% to 436.98% increase compared to 44.69 million yuan in the same period of 2025. The growth is

According to Yonhapinfomax, USD/KRW fell to 1,493.00 won on July 14, down 10.40 from the previous close of 1,503.40, as South Korea's major semiconductor and heavy industry exporters increased dollar sales. SK Hynix began selling dollars from the morning session, with flows expected to continue

According to a Korean Investment & Securities report released July 14, South Korea's single-stock leveraged ETFs have triggered financial regulatory discussions amid concerns over excessive trading concentration. The Financial Investment Association convened an emergency meeting with major

According to Goldman Sachs' portfolio strategy team, ahead of the July 14 U.S. CPI release—a key data point before the Federal Reserve's July policy decision—the firm released research on how rate hikes could affect stock performance. CME FedWatch tools show traders now estimate roughly a 50%

According to Reuters, Nvidia cut by more than half the number of Asian customers cleared to buy its advanced AI chips on July 13, introducing a whitelist and stricter compliance checks aimed at preventing products from reaching China. The most impacted buyers were neo-cloud providers, which offer

According to Bit.com market data, the U.S. optical communications sector rebounded in pre-market trading on July 14. Corning (GLW) rose 4.01%, AXTI gained 4.54%, LITE increased 3.35%, MRVL climbed 2.56%, and Nokia