Global TradFi & Macroeconomics

According to sources, Saudi Aramco is providing Asian refiners Arab Medium and Arab Heavy crude oil for September shipment.

According to South Korea's Trade Statistics Service (TRASS) released on August 26, Korean DRAM export prices reached $92,183 per kilogram during August 1-20, surging 401% year-over-year and climbing 12.5 times from January 2023's low of around $7,400/kg. At current levels, DRAM export prices are

Samsung Electronics and SK Hynix absorbed foreign selling pressure through large-scale share buyback programs, with other corporations net purchasing 7.15 trillion won in Korean stocks over six trading days from May 19 to May 26. The KOSPI index closed at 6,808.21 on May 26, up 0.97%, after corporat

According to the Ifo Institute, Germany's export sector confidence rose significantly on August 26, with the Ifo Export Expectations Index climbing to 9.6 in August from -2.8 in July, reaching its highest level since February 2022. "The export industry is accelerating growth, especially exports to t

According to Jin10 Futures, as of August 26, the Dalian Commodity Exchange (DCE) released daily warehouse receipt data for chemical commodities: polyethylene (PE) holdings remained at 4,336 hands unchanged; polyvinyl chloride (PVC) fell 976 hands to 119,836 hands; polypropylene (PP) decreased 402 ha

According to Cryptopolitan, Robinhood Chain recorded $85.1 million in real-world asset trading volume yesterday (Aug 25), marking a new all-time high. Tokenized stock trading accounted for $66.6 million, representing 78% of total volume, while ETF and U.S. Treasury-related trades contributed $4.8 mi

South Korean securities firms and banks face an estimated 9 trillion won in fines from the Fair Trade Commission over alleged collusion in government bond primary dealer operations, with the FTC scheduled to begin plenary meetings on the 27th and

Fidelity International recommended bank stocks, AI supply chain firms, and gold to counter structural inflation, CNBC reported on the 26th. The global asset manager attributed persistent high inflation to five structural factors: massive government fiscal deficits, astronomical AI infrastructure

According to Korea Exchange, South Korean construction stocks rose approximately 25% in August (as of August 26), outperforming broader market indices, as expectations grow for accelerated U.S. nuclear power plant construction. Analysts attribute the gains to potential early ordering of key

Morgan Stanley acquired a 5.08% stake in Daehan Shipping, disclosed on the 26th through South Korea's Financial Supervisory Service electronic disclosure system, marking the global investment bank's entry as a major shareholder in the Korean shipping company. The acquisition, based on holdings as

According to Yonhap Infomax, the USD/JPY exchange rate fell 0.10% to 159.003 yen on August 26 afternoon, as the yen strengthened on reduced concerns over US-Iran military conflict. Russian state news agency TASS reported, citing Pakistani military and Iranian security sources, that the US and Iran h

According to CNBC, Fidelity International released a report on Aug 26 diagnosing persistent structural inflation driven by government fiscal deficits, massive AI infrastructure investment, tight employment markets, stronger trade barriers, and energy supply disruptions. The firm identified this

Goldman Sachs and Canaccord Genuity raised price targets on Coinbase and Strategy stocks on August 25 following Bitcoin's rebound toward $80,000. Goldman Sachs analyst James Yaro increased Coinbase's 12-month price target to $196 from $173 while maintaining a Buy rating, and Canaccord Genuity analys

South Korea's Joint Response Team against Stock Price Manipulation initiated a forced investigation against Hanmi Accounting Corporation on the 26th, according to financial authorities. The investigation targets allegations of illegal stock trading using undisclosed material information of listed co

According to Money Today, South Korea's Fair Trade Commission will hold full-member meetings on August 27, 29, and September 2 to finalize penalties against securities firms and banks for Treasury Debt PD (professional dealer) collusion. The regulator is expected to confirm penalty amounts by

According to E-Daily on Aug. 26, Morgan Stanley & Co. International PLC disclosed a 5.08% stake (16.41 million shares) in South Korean shipping company Daihan Shipping (005880), citing investment purposes. The stake was accumulated through market purchases after Aug. 18, with holdings crossing

According to Jin10, Dutch gas network operator Gasunie stated on August 26 that the Netherlands will fail to reach its natural gas storage target of 115 billion kilowatt-hours before winter, as replenishing inventory during summer is not commercially viable. Current storage levels stand at 45%,

Goldman Sachs analyst James Yaro raised Coinbase's 12-month price target to $196 from $173 on August 25, while Canaccord Genuity analyst Joseph Vafi lifted Strategy's target to $175 from $130. Both analysts maintained Buy ratings as Bitcoin rebounded toward $80,000. Goldman's new Coinbase target

Boeing secured a US military contracting vehicle worth up to $131.23 billion for the F-15 Eagle Crest program. The US Department of War awarded the indefinite-delivery/indefinite-quantity contract on Aug. 24, covering new aircraft production, systems integration, modernization, upgrades,

According to Jin10 data, six foreign exchange options orders of 1 billion each are set to expire at 22:00 Beijing time on August 26, covering EUR, JPY, GBP, and AUD pairs. Market participants are advised to monitor potential volatility during the expiration