Global TradFi & Macroeconomics

According to Standard Chartered economist Park Jong-hoon on July 13, the Bank of Korea (BOK) is expected to unanimously raise its benchmark interest rate at the July monetary policy committee meeting. Park raised South Korea's 2026 GDP growth forecast to 2.9% from 2.6% and inflation outlook to 2.7%

According to Korea Exchange, the KOSPI index plummeted 18.07% from 8,303.41 on July 1 to 6,806.93 on July 13, with circuit breakers triggered three times. The sharp decline allowed the National Pension Fund's domestic stock allocation to naturally fall from an estimated 31.1% on June 22 (exceeding i

Memory chip stocks declined in premarket trading on July 13. Micron Technology dropped 6%, Western Digital fell 6%, SanDisk slid 7%, and Seagate Technology declined 4%.

According to LME data released on July 13, aluminum inventory declined 1,500 tons, copper fell 1,300 tons, and zinc dropped 525 tons. Nickel inventory increased 120 tons, while lead inventory remained unchanged. Tin inventory decreased 45 tons.

American Bitcoin, the Bitcoin mining company co-founded by Eric Trump, has declined more than 95% from its September high, erasing hundreds of millions in market value. The drop forced the company to execute a 1-for-15 reverse stock split to maintain its Nasdaq listing, reducing outstanding shares f

Global institutional investors are reducing exposure to Asian semiconductor stocks SK Hynix, Samsung Electronics, and TSMC after their combined market capitalizations doubled to approximately $1 trillion each over a six-month period, according to Financial Times reporting. The concentration has

Korea Exchange reported 661 exchange-traded product tracking error disclosure cases in the first 9 trading days of this month through the 13th, approaching the record level set last month. The disclosures included 380 exchange-traded fund cases and 281 exchange-traded note cases, driven by extreme v

Korean semiconductor ETFs suffered significant losses on the 13th as Samsung Electro-Mechanics stock plunged 18.62%, outpacing declines in Samsung Electronics and SK Hynix. ETFs with high Samsung Electro-Mechanics allocations experienced single-day losses exceeding 14% and weekly losses

American Bitcoin, the Bitcoin mining company co-founded by Eric Trump, has plunged more than 95% from its September peak over the past 10 months, according to market reports. The decline forced the company to execute a 1-for-15 reverse stock split to maintain its Nasdaq listing, reducing

According to the Korea Exchange, ETP (Exchange-Traded Products) deviation disclosures surged to 661 cases in the first nine trading days of July as of July 13, with 380 from ETFs and 281 from ETNs. The figures approach last month's record high of 673 cases recorded during the same nine-day

According to E-Daily, on July 13, Samsung Electro-Mechanics shares plunged 18.62%, outpacing losses from larger peers Samsung Electronics (down 10.70%) and SK Hynix (down 15.37%), and triggering sharp declines across South Korean semiconductor-focused

According to BitcoinTreasuries.NET, Metaplanet (3350.T) has completed its acquisition of Siiibo Securities and launched Metaplanet Securities, offering Bitcoin-backed lending tools to Japanese investors.

According to Financial Times, global institutional investors began reducing positions in major Asian chipmakers SK Hynix, Samsung Electronics, and Taiwan Semiconductor Manufacturing Company on July 13, citing cycle peak concerns. The shift reflects growing wariness that surging valuations driven

Bond-hybrid ETFs containing Samsung Electronics and SK Hynix stocks significantly outperformed pure stock holdings during the recent one-month correction period from June 12 to July 13, according to Korea Exchange data. Samsung Electronics shares plunged 14.88% while the KODEX Samsung Electronics Bo

According to Zhitong Finance, Zhenjianankang Medical (02697) stock hit HK$500 during intraday trading on July 13, rising nearly 3x from its IPO price, with market capitalization briefly exceeding HK$17.1 billion. The company achieved a fundraising subscription multiple of 682.43x during its IPO and surged 216.96% on its first trading day, with an IPO market cap of HK$14.26 billion. In 2025, the company delivered six surgical robotic systems and generated revenue of HK$12.178 million, compared to

According to Chosun Biz, SK Group Chairman Chey Tae-won said on July 13 that SK Hynix could consider a stock split if there are more shareholder requests. The company's share price reached 1,845,000 KRW on the same day, making it the second-most expensive stock on the Korea Exchange, with gains

Elon Musk's net worth stood at $917 billion as of July 10, 2026, according to Forbes, with the Bloomberg Billionaires Index reporting $913 billion under a more conservative methodology. His personally confirmed cryptocurrency holding is 0.25 Bitcoin—approximately $16,000 at the July 13, 2026 price o

According to Korea Exchange, bond-mixed exchange-traded funds (ETFs) demonstrated relative resilience during a recent market adjustment in South Korea, with losses approximately half those of major chipmakers. Samsung Electronics and SK Hynix both declined by double-digit percentages over the past m

According to Wall Street Journal, Paramount will assume approximately $80 billion in debt following the completion of its acquisition of Warner Bros. Discovery on July 9. The merged entity will face significant financial pressure on major operational decisions, including content investments,

SemiAnalysis published bearish reports on HBM memory and CPO (co-packaged optics) in June, leading to a 13% drop in Micron and broader selloffs in the optical communications sector. Less than a month later, the independent research firm announced a partnership with Tema ETFs to launch products