Global TradFi & Macroeconomics

This week, China's central bank public market operations have 62 billion yuan in 7-day reverse repurchase agreements maturing, with amounts scheduled at 7 billion yuan on Monday, 10 billion yuan on Tuesday, 15 billion yuan on Wednesday, 10 billion yuan on Thursday, and 20 billion yuan on Friday.

Meta Platforms (NASDAQ: META) closed at $669.21 on May 10 (local time), up 5.97% from the previous day, rebounding from a March low of $525 after closing 2025 at $660.09. Yahoo Finance attributed the stock's recovery to easing concerns over increased capital expenditure and questions about returns o

According to Yahoo Finance, Meta shares rose 5.97% to $669.21 on July 10, recovering as concerns about heavy capital expenditure and AI profitability eased. CEO Mark Zuckerberg is considering leasing AI computing power to third parties—potentially competing with AWS-style cloud services. Meta

Hoeban Group increased its stake in Hanjin KAL, the holding company of Hanjin Group, to 20.15% through additional share purchases disclosed on the 10th, narrowing the ownership gap with Chairman Cho Won-tae's faction to 0.42 percentage points. The acquisition of 1.69% (1,132,900 shares) by Hoeban Ho

According to a Hana Securities report on July 10, analyst Lee Jae-man forecast KOSPI could reach 11,450 points long-term and 9,240 points in the near term. The analyst noted that KOSPI has technically reached bottom levels, with current index levels around 7,290 points—approximately 20% below the

According to Jin10 Futures, CBOT soybean oil futures surged 5.4% in the week ended July 10, primarily reflecting strong gains in international crude oil futures and strength in external vegetable oil markets. The U.S. Department of Agriculture supply and demand data had a neutral market impact.

According to China Securities Journal, Baotou Steel and China Northern Rare Earth recently cut their third-quarter rare earth concentrate pricing to 38,600 yuan per ton, a 0.62% sequential decline. The price adjustment ends a seven-quarter winning streak for the two rare earth

According to Shanghai Securities News, major listed Chinese aluminum companies including Tianshan Aluminum, Shenghuo Co., and Zhongfu Industrial disclosed that their earnings in the first half of 2026 doubled year-over-year, driven by elevated aluminum prices and lower aluminum oxide costs. The comp

Grayscale classified XRP as a global payments asset in a July 8 post on X, positioning it within the firm's digital asset narrative framework that categorizes cryptocurrencies by their primary uses. The classification reflects XRP's connection to cross-border payments and blockchain-based

Lee Jae-man, head of Hana Securities' Global Investment Analysis Division, issued a report on May 18 forecasting a KOSPI market peak, citing SK Hynix's market capitalization overtaking Samsung Electronics as a key signal. The scenario materialized when SK Hynix surpassed Samsung for the first time o

Overseas brokers reported the 1-month USD-KRW contract closed at 1,498.20 won on the 10th (local time) in the New York NDF market. The decline occurred as the USD-JPY exchange rate dropped significantly, exerting strengthening pressure on the Korean won alongside broader dollar weakness. Market

LG Display is forecast to report an operating loss of 129.5 billion won in Q2, marking its first quarterly loss in four quarters since last year Q2, according to a consensus of five major Korean securities firms compiled by Yonhap Infomax on the 13th. The company expects Q2 revenue of 5.6372

According to SK Securities research published July 13, South Korea's KOSPI index fell 7.57% last week to 7,475.94, entering a technically weakened market zone with declines exceeding 20% from recent highs. IT hardware was the hardest-hit sector with an 18.7% drop. Semiconductor stocks fell 9.1%,

According to Yonhap Infomax, USD/KRW 1-month contracts in New York's NDF market fell below 1,500 won on July 10 (NY time), closing at 1,498.20 won (MID). Bid was quoted at 1,498.00 won and ask at 1,498.40 won, down 1.95 won from Seoul's spot rate (1,501.40 won) on the previous trading day. Won

On Friday, major U.S. stock indexes closed higher on expectations of key semiconductor earnings. The Dow Jones Industrial Average rose 149.60 points (0.29%) to 52,637.01, while the S&P 500 gained 31.75 points (0.42%) to 7,575.39. Markets are eyeing upcoming results from companies including TSMC

Daishin Securities on July 13 raised its target price for SK Square stocks to 2.10 million won from 1.87 million won, citing the premium on SK Hynix's US depositary receipts and anticipated corporate value enhancement effects. The brokerage lowered the discount rate applied to net asset value

According to Daishin Securities on July 13, SK Square received an upgraded target price of 2.1 million won, up from 1.87 million won, reflecting expectations for SK Hynix American Depositary Receipt (ADR) premium and enhanced corporate value. The brokerage lowered the NAV discount rate applied to it

According to Asia Economy, South Korea's KOSPI index is expected to rebound on July 13 as investors await second-quarter earnings from major chipmakers including TSMC and ASML, alongside U.S. June inflation data. SK Hynix's American depositary receipts (ADRs) have gained traction recently among U.S.

According to E-Daily, Hoban Group expanded its stake in Hanjin Kal (180640) to 20.15% as of July 10, narrowing the gap with Jo Won-tae-affiliated shareholders to just 0.42 percentage points. The additional acquisition cost 128.9 billion Korean won. Since first acquiring Hanjin Kal shares in

According to Business Insider, CFRA Research analyst Keith Snyder maintains a sell rating on SpaceX with a $115 price target as of July 12 (local time), stating that the company's growth projections lack concrete evidence. Snyder noted that SpaceX's inclusion in the Nasdaq-100 index did not change h