Global TradFi & Macroeconomics

According to Yonhapinfomax citing Financial Supervisory Service data, two weeks into the July 13 regulatory guidance requiring South Korean banks to convert floating-rate notes (FRNs) from CD-based to KOFR (Korea Risk-Free Rate) benchmarks, banks have converted 15.29 trillion won

According to Citigroup's precious metals research head Xu Xun-yuan, the market logic driving platinum prices has fundamentally shifted in 2026. While platinum fundamentals show a 300,000-ounce supply deficit, global ETF net outflows have exceeded 500,000 ounces year-to-date, demonstrating that

According to Yonhapinfomax, Korea's pension funds including the National Pension Service switched to net buying in the domestic stock market for the first time in over two months, purchasing 880 million won worth of stocks from June 6-10. The shift was driven by the recent decline in the KOSPI

Hoban Group increased its stake in Hanjin KAL to 20.15% on the 10th, narrowing the gap with the largest shareholder to 0.41 percentage points. The stake expansion raised concerns about potential management control disputes over the Korean airline holding company. Shinhan Securities analyst Choi

The Nasdaq Composite Index recorded the Hindenburg Omen signal 11 times within one month, according to a report by Yahoo Finance on the 10th (local time). Historically, when this technical indicator appeared 8 times, major stock market corrections followed. The Hindenburg Omen is designed to

According to the U.S. Office of the Comptroller of the Currency (OCC), Circle Internet Group received final approval on July 10 to establish a federally regulated National Trust Bank. The bank will provide digital asset custody

South Korea's Big 4 entertainment stocks—HYBE, SM Entertainment, JYP Entertainment, and YG Entertainment—declined 30% to 40% in the first half of the year as of July 10. HYBE fell 33.2% to 220,500 won, SM dropped 42.6% to 77,500 won, JYP declined 30.2% to 50,700 won, and YG decreased 39.2% to 69,400

According to Korean Exchange data, major K-pop entertainment companies including HYBE, SM Entertainment, JYP Entertainment, and YG Entertainment saw significant stock declines in the first half of 2026, with shares falling 30-42% despite major artist comebacks. HYBE dropped 33.2%, SM fell 42.6%, JYP

Economist Nouriel Roubini is entering the digital asset market by launching a token backed by an exchange-traded fund (ETF) as its underlying asset, according to Business Insider on May 11 (local time). The token, based on Roubini's Atlas Americas Fund, recently received approval from United Arab

Goldman Sachs raised its target price for SanDisk (NAS:SNDK) stocks from $1,200 to $2,200 on the 12th (local time), citing structural improvements in the NAND flash memory market. The investment bank maintained its 'Buy' rating while doubling its earnings per share (EPS) forecast for the year from $

Daishin Securities maintained a 'buy' rating for LG Uplus Stocks with a target price of 20,000 won, projecting the company's Q2 (April-June) revenue at 3.9 trillion won (up 2% year-over-year) and operating profit at 330 billion won (up 8% year-over-year). Analyst Kim Hoe-jae cited the company's

According to official customs data, South Korea's exports climbed 53.9% year-over-year during July 1-10, while imports grew 17.4% over the same period.

The Hang Seng Index rose 144 points to close at 24,175 on Friday, marking a weekly gain of 825 points or 3.53%. The Hong Kong stocks benchmark exhibited an alternating pattern last week, with gains on Monday, Wednesday, and Friday offset by corrections on Tuesday and Thursday. The index formed a

According to Goldman Sachs, on July 12, Sandisk (NASDAQ:SNDK) received an upgraded price target of $2,200, up from $1,200, implying 14.8% upside from its July 10 close of $1,915.92. The bank also doubled its 2026 earnings per share (EPS) estimate from $55 to $110, maintaining its Buy rating. Goldman

According to Business Insider, economist Nouriel Roubini launched a token backed by his Atlas Americas Fund on July 11, with regulatory approval from the United Arab Emirates. The token, set to debut within weeks, invests in short-term U.S. Treasury securities, gold, REITs, commodities, and

According to Daishin Securities, on July 13, the brokerage maintained a buy rating on LG U+ with a target price of 20,000 Korean won. The analyst firm expects the company to deliver solid Q2 results with revenue of 3.9 trillion won,

According to Jin10, Iran's Islamic Revolutionary Guards announced the closure of the Strait of Hormuz until the United States ceases its interference in the region. The statement indicated that a vessel attempted to transit the waterway along an unauthorized route, prompting Iranian forces to

According to Chinastock Decision Reference, Hong Kong stocks demonstrated relative value strength last week, with the Hang Seng Index continuing to rise amid weakness in A-share markets.

According to Odaily, this week will see the release of multiple important economic data and central bank communications, including the U.S. June Consumer Price Index (CPI) and core CPI figures, China's second-quarter GDP growth rate, and the