Global TradFi & Macroeconomics

According to Bloter, on July 12, South Korean securities firms accelerated the rollout of unified account services for foreign investors through partnership agreements. Daishin Securities inked a cross-border business agreement with U.S. broker-dealer Alpaca, enabling foreign investors to access Sou

According to Wedbush's industry report released Thursday (July 10), Nvidia's Vera CPU outperforms traditional x86 server processors from Intel and AMD in both computing performance and energy efficiency. The chip features 88 Olympus cores and 176 execution threads, with significantly greater

Korean stocks fell sharply during the week of July 6-10, with the KOSPI closing at 7475.94, down 7.57%, according to Korea Exchange data released July 12. Foreigners net sold 4.3409 trillion won, while individuals and institutions net bought 3.2691 trillion won and 832.5 billion won respectively.

According to Financial News, South Korea's KOSPI index fell 7.57% to close at 7475.94 in the week of July 6-10, down from its all-time high of 9385.59. Foreign investors led the decline with net sales of 4.34 trillion Korean won, while domestic retail and institutional investors made net purchases o

According to Korea Exchange, domestic space-related ETFs in South Korea experienced significant net asset outflows of approximately 1.8 trillion Korean won (about $1.35 billion) from June 12 to July 10, one month after SpaceX's listing. Local fund managers were unable to include SpaceX at the

According to JTB, Japan's outbound tourist numbers are expected to decline 8.8% to 2.17 million during summer holidays (July 15-August 31), marking the first decline since the post-pandemic recovery began in 2023. Weak yen and rising costs are curbing demand, particularly for long-haul

According to Hankyoreh, Samsung Electronics plans to accelerate the opening of its first semiconductor factory in Yongin to 2029, advancing the timeline by one to two years, industry sources revealed on Sunday. The company aims to respond more quickly to surging global demand for artificial

Hyundai Research Institute projected on July 12 that the US neutral interest rate will rise to the 4% range in the second half of this year, urging policy responses to prepare for tightening shocks from the United States. The institute's report estimated the Q2 2025 US neutral rate at 3.82%

According to Hyundai Economic Research Institute on July 12, the U.S. neutral rate is projected to reach 3.97% in the third quarter and 4.09% in the fourth quarter of 2026, both exceeding the Federal Reserve's current target range of 3.50%-3.75%. The institute forecasts the neutral rate will peak at

According to News1, SK Hynix's American Depositary Receipt (ADR) listed on Nasdaq on July 10, trading at $168.01 on its first day, representing a 16% premium over the company's domestic share price of 2.18 million Korean won. Analysts expect the premium to persist as arbitrage between ADR and domest

According to Reuters, Meta plans to begin mass-producing its custom Iris AI chip as early as September, causing the company's stock to surge about 6% on Friday (July 11). The chip, designed by Broadcom and manufactured by TSMC, represents the first step in Meta's planned four-generation chip

According to BlockBeats, on July 12, bitcoin-reserve company Empery Digital (EMPD) disclosed that it liquidated 1,400 BTC over the past two months at an average price of $62,200 per coin, raising approximately $87.1 million. The proceeds are being deployed into an AI data center project investment a

According to a Reuters report, Nvidia shares surged 4% to $210.96 on July 10, climbing faster than the Nasdaq Composite's 0.3% gain, despite Meta announcing plans to mass-produce its self-developed AI chip Iris starting September. While Meta's self-designed Iris chip—developed with Broadcom and

According to The New York Times, a commercial vessel came under attack in the Strait of Hormuz on Saturday, July 12, followed by U.S. strikes on Iranian targets. The incident has triggered concerns over renewed oil price volatility. Transit traffic through the strait has dropped sharply to 22 vessel

Robert Kiyosaki issued a warning on July 9 in a post on X, stating that financial assets requiring institutional trust could face destruction in a coming crash and possible depression. The 'Rich Dad Poor Dad' author cited the book 'The Entropy Trap' while reiterating concerns he has voiced for

According to Robert Kiyosaki's July 9 X post, the Rich Dad Poor Dad author warned that "any asset that requires 'trust' will be destroyed in the coming crash and possible Depression." He specifically cited U.S. bonds, stocks, ETFs, mutual funds, 401k and IRA retirement accounts, and fiat

According to E-Daily on July 12, Hanseng Corp stock surged 100% during the week of July 6–10, doubling from 4,230 Korean won to 8,460 won and ranking first among all traded stocks. The rally was driven by online support for the company's charitable history after it faced delisting concerns.

According to Bloomberg data, semiconductor stocks surged 83% year-to-date in 2026, while the Magnificent Seven tech stocks lagged the S&P 500 by over 10 percentage points in the first half. The Philadelphia Semiconductor Index and iShares Semiconductor ETF (SOXX-US) reached near 85% gains,

According to MoneyToday, four of six Korean brokerages covering Emart cut their target prices on July 12, with the average falling to KRW 121,000, down 15.2% from pre-Q2 earnings levels. Second-quarter operating profit estimates were reduced 19.6% to KRW 61.1 billion, driven primarily by

Kiwoom Securities and Hanjin are conducting investor demand forecasting this week (July 13-17) for corporate bond issuances, marking a rare appearance of BBB-grade public bonds in South Korea's corporate bond market. Kiwoom Securities, rated AA0, plans to issue 200 billion won in bonds, while Hanjin