Global TradFi & Macroeconomics

According to Shanghai Gold Exchange, gold and silver futures closed lower on July 14. Gold T+D fell 0.97% to 879.6 yuan per gram, while silver T+D declined 0.25% to 14,180.0 yuan per kilogram.

The USD-JPY exchange rate reversed course to decline 0.05% to 162.280 yen as of 2:23 PM on July 14 in Tokyo trading, according to Yonhap Infomax. The pair initially rose in morning trading reflecting yen weakness driven by escalating US-Iran tensions that pushed crude oil prices higher, raising

According to Korea Exchange, Samsung Electronics and SK Hynix rose 3.34% and 3.69% respectively on July 14, closing at 263,000 won and 1,913,000 won, rebounding from a 10.7% plunge the previous day. Institutions led the recovery with combined net purchases exceeding 2.5 trillion won, while

According to Korea Exchange, DS Kosdaq Active ETF rose 3.49% on its debut on July 14, significantly outperforming the broader market amid a sharp decline. The Kosdaq index fell 1.92% the same day, giving the actively managed fund a 5.41-percentage-point edge. In contrast, competing Kosdaq active ETF

According to Yonhapinfomax, on July 14, the dollar-yen exchange rate fell 0.05% to 162.28 yen as tensions between the United States and Iran escalated. U.S. Central Command announced it completed airstrikes on Iranian military targets on July 13, while President Donald Trump said the U.S. would

According to EHang Holdings, the eVTOL manufacturer conducted organizational restructuring on July 14, focusing on optimizing low-performing positions amid AI-driven efficiency improvements. The company stated that while certain roles are being streamlined, it is actively recruiting talent in

According to Odaily, Asian stocks rallied this afternoon on July 13, with South Korea's KOSPI index staging a sharp reversal to climb over 1% after falling more than 5% earlier, while Samsung Electronics surged over 4%. Japan's Nikkei index and China's A50

According to BitcoinTreasuries.NET, Farmhouse purchased an additional 2 bitcoin, bringing its total holdings to 11.209 BTC. The publicly listed company has continued to build its bitcoin reserves.

According to Financial News, South Korea's KOSPI index fell 0.73% to close at 6,856.83 on July 14, marking a 24.7% decline over the past three weeks from its June 22 high of 9,114.55. Profit-taking dominated as large-cap tech stocks retreated sharply. SK Hynix declined 34.4% from its recent peak, w

According to Money in the Trap YouTube channel, on July 13, SK Hynix stock fell 15% amid broader semiconductor sector weakness. YouTuber Seo Dong-joo disclosed significant personal investment losses in the video, reflecting growing investor anxiety in the

According to Bloomberg, Samsung is reportedly conducting preliminary talks regarding a potential divestiture of its U.S. stock holdings. The specific details and timeline of the negotiations have not been

According to Bank of America's fund manager survey, cash levels among fund managers dropped to 3.6% from 4.1%, reaching what BofA characterizes as an "extremely low" level. The decline has triggered a sell signal under Bank of America's cash positioning rule, a contrarian indicator used to assess ma

According to Bank of America's Fund Manager Survey, as reported by Jin10, fund managers have raised their U.S. equity allocation to the highest overweight level since December 2024.

According to Bank of America fund managers survey, investors lowered their 2026 year-end oil price forecast to $71 per barrel from $86 projected in June, reflecting revised expectations for global energy

Pan Guoguang, Head of Investment Strategy and Research at Fubon Bank (Hong Kong), stated that semiconductor stocks face selling pressure as US technology giants increasingly invest in their own semiconductor operations and require chip companies to use their services. Pan projects Hong Kong stocks c

According to a Bank of America fund manager survey, 83% of investors expect the Federal Reserve will not raise interest rates before the November midterm elections.

South Korea's Financial Supervisory Service (FSS) and Korea Exchange (KRX) significantly shortened the listing approval process for single-stock leveraged exchange-traded funds (ETFs), which are classified as ultra-high-risk products, according to financial industry sources. The approval timeline fo

Bank of Korea back-to-back rate hike concerns eased as the won exchange rate recently declined to the 1,400 level, with market participants citing the 2007 precedent as a factor reducing consecutive hike probability. The sole non-pandemic back-to-back rate increase occurred in July-August 2007,

South Korea's Ministry of Finance and Economy assessed that supply-demand imbalances in the foreign exchange market are being resolved due to large-scale forward exchange sales from major companies. Lee Hyung-ryeol, Director of the International Finance Bureau at the Ministry of Finance and Economy,