Global TradFi & Macroeconomics

Samsung Electronics will begin operating its first semiconductor production factory in Yongin, Gyeonggi Province in October 2029, up to two years earlier than the previously discussed 2030-2031 timeline. The acceleration responds to continuing global memory chip shortages and explosive demand. Samsu

According to MBN, Samsung Electronics announced on June 29 that it will accelerate the operational startup of its Yongin semiconductor manufacturing facility to October 2029, advancing the timeline by up to two years from the previously discussed 2030-2031 schedule. The move responds to surging

SoFi (SOFI) traded at $18.78 on 10 July 2026, with 24 analysts setting a consensus target of $21.10 and a range from $12 to $31, despite broad agreement on 2026 earnings of approximately $0.59 per share on revenue of roughly $4.68 billion, per StockAnalysis. The $12 bear case applies roughly 20

According to Odaily, the TEM AI Infrastructure Growth Index declined 16% over the past month as executives at major mining companies reduced stakes. TeraWulf CEO Paul Prager's holding company sold 275,000 shares on June 29 at an average price of $26.596, generating approximately $7.3 million, with c

Following the May 27 listing of Samsung Nifty single-stock leverage ETF, trading volumes for the product have surged amid heightened speculation, according to the financial investment industry. The recent volatile KOSPI movements, with sharp swings in market sentiment, have driven increased demand f

Samsung Electronics, SK Hynix, and Micron are projected to see HBM4 memory prices double next year, according to multiple industry sources cited by Taiwan's DigiTimes. The forecast indicates HBM4 pricing will rise from approximately $2 per gigabit

According to DigiTimes citing industry sources, HBM4 prices are expected to surge from around $2 per gigabit in the second half of 2026 to $4-5 or higher in 2027. HBM3E prices, currently at $1.5-1.6 per gigabit, are also expected to rise in tandem. The price surge is driven by soaring demand for HB

According to a maritime consultancy group, the southern corridor of the Strait of Hormuz remained open to shipping on Sunday, despite Iran's announcement of closure amid escalating mutual attacks with the United

US spot Bitcoin and Ether exchange-traded funds returned to weekly net inflows for the first time since early May, collecting a combined $281.8 million over the five trading days ending Friday. Spot Bitcoin ETFs drew about $197.4 million for the week, ending a record eight-week outflow streak that h

U.S. spot bitcoin and ether exchange-traded funds returned to weekly net inflows on Friday (July 11) for the first time since early May, collecting a combined $281.8 million over the week. Spot bitcoin ETFs drew $197.4 million, ending a record eight-week outflow streak that had drained

According to UBS's derivatives strategy team, the bank's Turbu-lens market fragility indicator reached 0.9 on July 12, marking its highest level since mid-September 2025. On a scale from -1 to +1, this reading historically precedes sharp VIX rallies, with strategist Maxwell Grinacoff warning that ma

According to Nikkei, SK Hynix single-stock leveraged ETF trading in Korea is causing abnormal share price volatility on July 12. The stock's 20-day annualized volatility surged above 110%, compared to just 15% for the S&P 500 benchmark. Launched in May, the leveraged ETF is designed to deliver 2x re

South Korea's KOSPI stock market triggered circuit breakers six times in the first seven months of 2026, accounting for half of all circuit breaker activations since the mechanism's introduction in 2000. The sidecar system, which temporarily halts program trading, was activated 34 times in 2026

According to Herald Economy, this month Korean retail investors' deposited funds have plummeted from approximately 137 trillion won to 107 trillion won, a decline of roughly 30 trillion won. The withdrawal accelerated in recent days, with 6 trillion won withdrawn in a single day as retail investors

According to Korea Exchange, as of July 12, South Korea's KOSPI market experienced six circuit breaker halts this year, accounting for half of all such occurrences since the mechanism's introduction in 2000. The market also recorded 34 trading halts (sidecars) through July, 13.6 times the

According to a Wall Street Journal survey, the probability of a U.S. economic recession has declined to 25% as of the latest assessment, down from 33% in April.

According to a Wall Street Journal survey, U.S. economists revised upward their 2026 gross domestic product growth forecast to 2.1% from 2% estimated in April.

According to a Wall Street Journal survey, economists expect U.S. consumer price inflation (CPI) to reach 3.4% this year, up from the 3.2% forecast made in April.

According to Ukraine's General Staff, Ukrainian forces struck the Syzran refinery in Russia's Samara region early on July 12. Additionally, Ukrainian forces attacked 10 oil tankers and 4 ferries operated by Russia in the Azov