Global TradFi & Macroeconomics

According to Business Insider, Michael Burry, the investor known as the basis of "The Big Short," recently established short positions in Nvidia (NVDA-US), Tesla (TSLA-US), and the Semiconductor ETF (SOXX-US). In a July 9 Substack post, Burry warned of fundamental contradictions in AI investments, s

According to Chosun Biz Money Move, on July 10, Kim Woo-joo became the largest shareholder of Kosdaq-listed Foodnamu. Kim Woo-joo is the son of E-Group Chairman Kim Young-jun. E-Group previously faced three concurrent delistings of publicly traded subsidiaries due to embezzlement and breach of

Silver spot prices fell more than 2% intraday on July 12, trading at $58.65 per ounce.

Agricultural commodity exchange-traded notes (ETNs) listed on the Korea Exchange posted strong gains this month amid concerns that a Super El Niño event could disrupt crop yields. The Meritz Leveraged Representative Agricultural Futures ETN rose 9.1% this month to close at 10,230 won on the 10th, co

According to Korea Exchange, agricultural product ETNs surged this month through July 10 amid warnings of potential 'Super El Niño' conditions. The Meritz Leverage Representative Agricultural Commodity Futures ETN (H) rose 9.1% from June 30 to July 10, closing at 10,230 won. Specific commodity ETNs

On Monday's market open, spot gold fell to break below $4,100 per ounce, down approximately $20, while spot silver slipped 0.8%.

WTI crude oil touched $73 per barrel at Monday's opening, with an intraday gain of 2.49%.

US Central Command (CENTCOM) completed its third airstrike against Iran in one week on '12일' (local time), targeting approximately 140 Iranian military sites including missile and drone bases, naval assets, ammunition depots, communication networks, and coastal surveillance facilities. Iran's

According to local media reports, tensions between the United States and Iran have escalated with exchanges of airstrikes, reigniting war concerns across the Middle East. Oil prices face renewed upward pressure as shipping through the Strait of Hormuz—a critical corridor for global crude supplies—fa

Medical device company Remedi lists on the KOSDAQ market January 13 at a public offering price of ₩20,700 per share. Pharmaceutical ingredient manufacturer HLGenomics conducts public subscription January 13-14 at ₩21,500 per share with listing scheduled January 24. Remedi's institutional demand

Subversive ETFs filed registration documents with the U.S. Securities and Exchange Commission on the 9th local time for two exchange-traded funds that exclude companies led by Elon Musk from their portfolios. The filings introduce QQNE, which tracks the Nasdaq 100 index minus SpaceX and Tesla, and S

According to MarketWatch, Subversive ETFs filed registration documents with the SEC on July 9 for two exchange-traded funds that exclude Elon Musk-affiliated companies from major U.S. stock indices. The products, QQNE and SPNE, track the Nasdaq-100 and S&P 500 respectively but remove Tesla and

According to Seoul Economy, medical device manufacturer Remedy debuted on South Korea's Kosdaq market on July 13 with an offer price of 20,700 Korean won, at the upper end of its target range. The stock recorded a 1701:1 subscription ratio during public bidding from July 1-2, with institutional

According to Wall Street Journal reporting, over the past year the Trump administration has deeply intervened in Intel's operations, directly pressuring Apple and Nvidia to support the struggling chipmaker. The White House converted $9

Snowflake stocks surged 115.87% over a three-month period from April 10 to July 10, closing at $261.45 on July 10 (local time) compared to $121.11 on April 10. The cloud-based data platform company recovered from a prior 40% decline earlier this year by transforming into essential AI

According to Korean Economic TV, major semiconductor and financial firms including ASML, TSMC, and Seagate will release earnings this week, with ASML reporting on July 15 and TSMC on July 16. The market is closely monitoring guidance on global chipmakers' capital expenditure plans and whether AI

According to Daily Economy, Snowflake stock closed at $261.45 on July 10, up 115.87% since April 10 when it was trading at $121.11, recovering from earlier AI-related market concerns. The cloud-based data platform company evolved from a basic data management service into a critical AI

South Korea's National Pension Service eased rebalancing pressure as KOSPI's decline brought domestic stock weight within strategic limits. Meritz Securities estimated NPS domestic stock weight at 26.3% as of the 8th, down from 31.1% on the 22nd of last month, now below the 26.8% Strategic Asset

Samsung Electronics and SK Hynix stocks declined 7.9% and 10.1% respectively last week amid intensifying concerns over a memory chip industry 'peak-out,' with both stocks down 23.9% and 27.0% from recent highs. The decline was driven by concerns that the memory semiconductor cycle has passed its pea

SK hynix's American Depositary Shares (ADS) surged 12.76% on their Nasdaq debut May 10 (local time), closing at $168.01 against an offering price of $149. The South Korean memory chipmaker's first-day performance drew substantial global investor interest, with trading volume reaching nearly 106