Global TradFi & Macroeconomics

KOSPI 200 companies are seeing semiconductor profit concentration surge to a projected 77% of total operating profit by the fourth quarter, up from 56% in the first quarter, according to FnGuide and securities industry data released on the 15th. Semiconductor operating profit is expected to expand f

According to Financial News, on July 15, South Korea's KOSPI 200 companies are projected to see semiconductor operating profit share surge from 56% in Q1 to 77% in Q4 2026. Semiconductor operating profit is expected to more than double from 94.8 trillion won in Q1 to 220.5 trillion won in Q4,

According to Hyperinsight, on July 15, a whale address (0x0ad) increased its long position in Micron Technology (MU) to 9,984.704 shares on Hyperliquid, becoming the platform's largest MU long holder. The address built the position at an average cost of $1,005.134 and now holds approximately $9.95 m

According to the Financial Investment Association of Korea, the securities industry has agreed to strengthen investor protections for single-stock leveraged ETFs by raising the minimum deposit requirement from the current 10 million won and enhancing pre-investment education. The association held an

According to Bloomingbit, SBI Global Asset Management and DigiFT launched tokenized investment product JX on Solana on July 15, bringing Japan's high-dividend stock strategy on-chain for institutional investors. Solana Foundation noted that the launch marks the Japanese asset management industry's f

On Tradegate exchange, ASML rose 2.8% yesterday (July 14) compared to the closing price on Euronext.

Payments giant Stripe and private equity firm Advent International submitted a joint proposal to acquire PayPal Holdings in a deal valued at more than $53 billion, according to people familiar with the matter. The consortium offered $60.50 per share earlier this month, representing a premium of

US markets stabilized on Tuesday after June CPI data showed inflation rising 3.5%, slowing faster than expected and easing Federal Reserve rate hike pressure. IBM plunged 25.2% on disappointing sales, marking its worst single-day drop since at least 1968 and erasing $69 billion in market value,

According to Jin10 Data, U.S. Treasury yields rose in Asia trading on Wednesday (July 15) after the U.S. June CPI came in below market expectations, though gains remained below Tuesday's intraday peaks. Jamie Cox, managing partner at Harris Financial Group, stated: 'If you were expecting this

Taiwan's Weighted Index closed up 2% at 45,631.59 points today.

According to the Royal Bank of Canada, Canada's central bank is widely expected to hold its overnight rate at 2.25% unchanged when it announces its rate decision on Wednesday. This will mark the sixth consecutive hold following consecutive 50 basis point rate cuts in September and October of last

According to a Ukrainian drone commander, Ukrainian forces struck 20 Russian ships in the Black Sea overnight on July 14, with 17 of the vessels being oil tankers.

According to Korea Exchange and Korea Securities Computing data, South Korean retail investors faced significant losses on July 15 after betting on further declines in SK Hynix and Samsung Electronics through inverse leveraged exchange-traded funds (ETFs). The "SOL SK Hynix Futures Single-Stock

According to Kpler ship-tracking data, vessel traffic through the Strait of Hormuz rebounded on Tuesday, July 14, with nine of eleven ships using Iranian routes as Iran accelerated export shipments ahead of a U.S. blockade announced that day. The outbound vessels included a VLCC carrying 2 million b

According to CME data, on July 14, copper and Brent crude oil surged in both trading volume and open interest, while silver and natural gas cooled. Copper volume rose 6,410 contracts to 56,166 and open interest increased 3,415 to 259,598, while Brent crude oil volume jumped 239,188 to 433,687 and op

According to Korea Exchange and KOSCOM, Korean retail investors on July 15 purchased 67 billion Korean won (KRW) in SK Hynix 2X Inverse ETF and 90.3 billion KRW in Samsung Electronics 2X Inverse ETF, betting on further declines. Both semiconductor stocks surged the same day, causing significant

According to Bloomberg, on July 15, SK Hynix stock collapsed 15.37% on July 13—its steepest decline since company founding—while Samsung Electronics dropped 10.7%, as leveraged exchange-traded funds triggered forced selling. Bloomberg cited a Goldman Sachs report indicating that leveraged ETF

ASML raised its full-year sales guidance on Wednesday for the second time this year as customers continue expanding AI chip production capacity. The Dutch semiconductor-equipment maker now expects annual sales between 43 billion euros ($49 billion) and 45 billion euros, up from its previous

According to the chairman of the Japan Petroleum Association, Japan plans to research how to participate in Middle Eastern oil-producing nations' initiatives to increase exports through routes bypassing the Strait of Hormuz, including expanding pipeline transmission