Global TradFi & Macroeconomics

According to Jin10, on July 15, PBoC Governor Pan Gongsheng met with Libya's Central Bank Governor Naji Issa Belkacem. The two officials exchanged views on current economic and financial conditions, as well as bilateral economic and financial cooperation between China and Libya.

The USD/JPY exchange rate rose 0.02% to 162.420 yen as of 1:28 PM on July 17 in Tokyo trading, despite verbal intervention remarks from Japanese authorities. The rate climbed after US economic indicators released the previous day showed robust recovery, triggering yen selling and dollar buying.

Michael Burry on Friday posted on X that now is a good time to focus on cheap Hong Kong stocks, as the city's market has lagged in this year's global AI rally. The Scion Asset Management founder stated that Hong Kong stocks should perform well as the shine fades from Korean stocks, Japanese stocks,

According to Guoshi Financial, Joyson Electronics (600699.SH/00699) unveiled multiple robotic core components at the 2026 World Artificial Intelligence Conference on July 17, including a dexterous hand with 20 degrees of freedom, a hybrid solid-liquid battery, a third-generation AI head module, and

According to Yonhap InfoMax, the USD/JPY exchange rate rose to 162.420 yen on July 17, gaining 0.02% despite verbal intervention from Japanese authorities. Japanese Finance Minister Katayama Satsuki reiterated in a morning press conference that the government was prepared to take firm measures if ne

According to Azerbaijan's Energy Ministry, the country produced 13.3 million tons of oil during the first half of 2026.

According to Michael Burry, who posted on X on Friday July 17, now is the time to buy Hong Kong stocks at a discount as the market lags the global AI boom. Scion Asset Management founder Burry stated that as South Korean and Japanese equities, as well as semiconductor ETFs, have outperformed, Hong K

According to South Korean media E-Daily, SK Hynix shares fell 11% to 1.842 million Korean won on July 17 (Korea's Constitution Day), with its U.S. ADR dropping 13.69% the previous day as major semiconductor stocks tumbled globally. The selloff followed strong quarterly results from Taiwan's TSMC,

According to Meritz Securities analyst Kim Sunwoo on July 17, the market is significantly misjudging the fundamentals of Samsung Electronics and SK Hynix. Long-term supply agreements with major tech companies involving price reductions are strategic investments to secure generative AI and data

According to Jin10 Futures, this week lumber spot prices showed mixed performance, with New Zealand shipments surging 166% to 505,000 cubic meters on July 17. Total inventories remained flat at 2.57 million cubic meters, while daily outbound shipments declined 5.12% to 575,000 cubic meters due to

According to JPMorgan Chase's July 15 capital flow report, the deleveraging process initiated in June is still ongoing, with leveraged storage ETFs shrinking 34% from peak levels and broad leveraged ETFs declining 13%. The bank estimates U.S. stocks may face continued pressure for approximately

Samsung Electronics minority shareholders organized through platform Act are pressuring the National Pension Service over a proposed executive bonus plan that bypasses shareholder approval. The shareholders, numbering 424 and collectively holding 207,724 shares, plan to formally submit a letter to t

According to Seoul Shinmun, Samsung Electronics minority shareholders launched collective action on July 16 to pressure the National Pension Service (NPS) to oppose a lucrative performance bonus agreement. The NPS holds 7.9% of Samsung Electronics shares. A minority shareholder platform collected si

Trump Media & Technology Group is launching a paid data product called Truth API that will give institutional clients faster access to Truth Social posts, including posts from President Donald Trump. The service launches on August 1 and will cover posts from 10 high-profile accounts, delivering

According to Citi's chief economist Josh Williamson, New Zealand's second-quarter CPI is expected to record its strongest quarterly gain in nearly four years, primarily driven by sharp increases in fuel prices. Non-tradeable inflation, however, showed a more modest rise

According to Guru Club, polysilicon futures contracts fell over 3% on July 17, currently trading at 34,000 yuan per ton.

According to Reuters and AP, Trump Media & Technology Group will launch a paid data product called Truth API on August 1, giving institutional clients including banks and algorithmic trading firms faster access to Truth Social posts from 10 high-profile accounts, including President Donald Trump's.

According to Josh Williamson, chief economist at Citi for Australia and New Zealand, Australia's labor market is forecast to add 20,000 jobs in June, reflecting seasonal moderation following strong employment growth in May. With labor force participation expected to remain stable, the unemployment r

Ultra-concentrated exchange-traded funds holding just 2 to 10 stocks are gaining popularity in global and Korean markets, contrasting sharply with traditional diversified ETFs that typically hold 30 to 50 or more stocks. This year, 24 ultra-concentrated theme ETFs launched in Korea, many

According to Jin Lian Chuang, Chinese retail fuel prices rose on July 17, the tenth working day of the current pricing cycle. Gasoline increased 300 yuan per ton, while diesel rose 290 yuan per ton, equivalent to 0.22–0.25 yuan per liter depending on grade. The benchmark crude oil averaged $77.87 pe