Global TradFi & Macroeconomics

According to Yonhap Infomax, on July 15, the USD-KRW spot market average rate (MAR) in the Seoul foreign exchange market was quoted at +0.05 won before 9 a.m. The NDF fixing position was square, indicating a neutral stance among regional market

President Lee Jae-myung emphasized capital market normalization as a 'very important national policy' during an economic ministry briefing on the 15th at Cheong Wa Dae. He ordered accelerated legislation on stock price manipulation prevention laws. The President criticized South Korea's excessive re

According to Reuters, SK Hynix shares rose 12.7% in Seoul on July 15, driven by softer-than-expected US inflation data and overnight technology stock gains. Barclays initiated coverage of the South Korean memory chipmaker's US-listed American Depositary Receipts (ADRs) with an overweight rating and

According to National Bureau of Statistics, China's crude oil production in June reached 18.12 million tons, down 0.5% year-on-year, with daily average output at 604,000 tons.

According to the National Bureau of Statistics, China's crude oil processing volume in June reached 51.24 million tons, down 17.7% year-over-year, with the decline widening by 8.6 percentage points from May. Daily average processing hit 1.708 million tons.

According to the National Bureau of Statistics, China's gross domestic product expanded 4.7% year-over-year in the first half of 2026.

According to China's National Bureau of Statistics, June saw mixed performance across major energy sectors. Raw coal production declined year-over-year, while crude oil output remained stable. Natural gas production turned positive after previous declines, and electricity generation continued its st

China's industrial production increased 5.3% year-over-year in June, according to the latest data, up from 4.5% in the previous month, marking a 0.8 percentage point improvement.

China's second-quarter GDP expanded 0.9% quarter-over-quarter, down from 1.3% in the first quarter, according to official data released this month.

China's urban unemployment rate fell to 5% in June, down from 5.1% in May, according to official data.

China's second-quarter GDP grew 4.3% year-on-year, slowing from 5% in the first quarter.

On July 6, Robinhood founder Vlad Tenev stated during The Master Investor podcast that retail investors may be the true "smart money." Tenev argued that institutional investors often over-focus on macro indicators such as tariffs and interest rates, sometimes selling fundamentally sound companies fo

JP Morgan, Bank of America, Citi, Wells Fargo, and Goldman Sachs reported combined second-quarter net profits of $49 billion, according to Yahoo Finance on July 14 local time. The figure represents a 39% increase compared to the same period last year, driven by a global artificial intelligence

SC crude oil futures, China's main crude oil contract, rose 4.00% intraday on July 15, trading at 517.20 yuan per barrel.

President Lee Jae-myung expressed regret on July 15 over South Korea's failure to gain inclusion in the MSCI developed market index, citing the need for domestic stock market stabilization. Speaking at an economic ministry briefing at the Blue House, Lee questioned Deputy Prime Minister and

According to Yahoo Finance, five major U.S. banks—JPMorgan, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs—reported combined net profits of $49 billion in Q2 2026, up 39% year-over-year as of July 14. Bank executives attributed the surge to an AI-driven boom lifting trading activity

On July 15, 2026, Beijing time, the global semiconductor market experienced a landmark event. SK Hynix’s American depositary receipts (ADRs) surged 27.29% in a single day on Nasdaq, closing at $193.92, setting a new all-time high since listing. The gain not only fully recovered the 9.3% decline from the previous trading day but also widened its ADR premium over SK Hynix’s ordinary shares listed in South Korea to 51%, far above the roughly 3% issuance premium during last week’s IPO. {currencycard

IBM (NYSE: IBM) stock closed down more than 25% on July 14, at $217.07, marking the largest single-day drop since at least 1968. The decline was triggered by the company’s pre-announced earnings coming far below Wall Street expectations: adjusted EPS of $2.93 (vs. $3.02 expected) and revenue of $17.2 billion (vs. $17.86 billion expected). IBM earnings: EPS of $2.93 and $17.2 billion revenue both miss expectations According to reports, the gaps between IBM’s pre-announced earnings and market expe

According to South Korea's Financial Investment Association, on July 15, 10 major asset managers' CEOs discussed investor protection measures for leveraged individual stock ETFs, including raising the minimum deposit requirement from 10 million won ($6,714) and staggering rebalancing trade timing. T