Global TradFi & Macroeconomics

On July 16, Aehr Test Systems (AEHR) surged 40% as the company posted record bookings driven by robust AI data center demand, with its backlog ballooning to new highs. The surge came alongside an upbeat FY27 revenue outlook, prompting analysts to raise price targets on the semiconductor test

According to MSX.COM data, U.S. stocks closed today (July 16), with the S&P 500 up 0.38% and Nasdaq up 0.62%, while AI-related shares tumbled. Dell fell 9.8%, Micron dropped 8.02%, Marvell slid 7.27%, Arista Networks fell 5.83%, and Ambarella declined 5.51%. The VIX fear index ended

According to SoSoValue data, Solana spot ETFs saw net outflows of $707,100 yesterday (July 15). The total assets under management for SOL spot ETFs reached $895 million, with cumulative net inflows of $1.136 billion since launch. Fidelity Solana Fund ETF (FSOL) recorded net inflows of $455,100 for

US President Donald Trump stated on local time 15일 that the United States will collaborate with Korean companies to rebuild US naval power and pursue purchasing foreign-built warships. Trump explained at the US Army War College in Carlisle, Pennsylvania that 'we will look at some companies from Kore

SK Hynix ADR attracted 173.41 million USD (~257.6 billion KRW) in net purchases from Korean retail investors on the settlement date of the 15th, the day following its Nasdaq debut. The buying activity ranked second among all US stocks purchased by Korean investors during the same period, trailing on

South Korea's Fair Trade Commission has completed examiner-level establishment of fair pricing standards for corporate trademark royalties. The development follows last July's Commercial Act amendment introducing directors' fiduciary duties to shareholders under Article 382-3. Excessive royalty

According to Robin Brooks, a senior fellow at the Brookings Institution and former Goldman Sachs FX strategist, the dollar avoided a steeper decline on July 15 primarily due to geopolitical risks driving oil prices higher. Brooks noted that core U.S. inflation has already retreated to a mild

According to the People's Bank of China, the central bank conducted 626 billion CNY of 7-day reverse repurchase operations today (July 16), with both the bid volume and winning volume of 626 billion CNY each, at an operating rate of 1.40%, unchanged from the previous

According to ChainCatcher citing SoSoValue data, Grayscale Hyperliquid Staking ETF (HYPG) saw net inflows of $2.1264 million yesterday (July 15). The ETF's historical cumulative net inflows have reached $128 million, with total assets under management at $347 million as of the latest

Covered call exchange-traded funds (ETFs) listed in the Korean market recorded total net assets of 26.4786 trillion won as of the closing on the 14th, marking an 11 trillion won increase since early this year, according to the asset management industry. The surge reflects investor demand for

According to Newsis, as of July 16, South Korea's covered call ETF market saw total assets surge to 26.48 trillion won, up 11 trillion won since the start of the year. The number of covered call ETF products listed domestically increased from 52 at the beginning of 2026 to 61, reflecting the

Spot silver fell over 1% during intraday trading on July 16, currently trading at $57.18 per ounce.

China's interbank foreign exchange market reported the following midpoint rates on July 16. The US dollar weakened against the yuan to 6.7909, down 1 point. The euro strengthened to 7.7690, up 199 points; the British pound rose to 9.1703, up 864 points; the Australian dollar climbed to 4.7446, up 14

According to Korea Exchange data, K Bank stock surged 11.13% to 6,390 won this morning on July 16, with an intraday high of 6,850 won, up 19.13%. Internet and smaller bank stocks strengthened as improved earnings expectations from rising interest rates combined with defensive positioning during

Japan's Finance Minister Kaio Katayama stated today that the government will take appropriate action on foreign exchange markets whenever necessary. The statement reflects Japan's readiness to respond to market volatility and currency fluctuations through timely policy

KOSPI recovered above the 7200 level after a 3-day decline, closing at 7284.41 with a gain of 427.58 points (6.24%), driven by a 27% overnight surge in SK Hynix ADR and rallies in Samsung Electronics. The rebound was triggered by positive semiconductor sector catalysts including slower US consumer p

According to Kyodo News, Japan's Lower House passed the Second Capital Bill proposed by the ruling coalition.

According to The Information on Wednesday (July 15), Apple is evaluating acquisitions of semiconductor startups to enhance AI server computing power and narrow the gap with competitors. Over recent months, Apple has engaged with investment banks and multiple semiconductor startups to assess acquisit