Global TradFi & Macroeconomics

According to Financial News and Yonhap News, on July 9, South Korea's investor deposit fund fell to 107.1 trillion won, the lowest level in five months, as market volatility prompted retail investors to either buy at lower prices or withdraw cash. The decline signals diminishing ammunition to

According to iM Securities, U.S. military strikes on Iran on July 11 triggered a sharp surge in crude oil prices and elevated U.S. Treasury bond yields, raising inflation concerns. West Texas Intermediate (WTI) crude jumped to $74 per barrel from lows near $68, with prices exceeding $76 on July 8. U

According to MarketWatch, Morgan Stanley's strategy team warned Monday that recent weakness in semiconductor stocks could intensify into broader market volatility. The team, led by chief U.S. equity strategist Mike Wilson, recommended shifting focus to hyperscale cloud operators as the most

Bond-hybrid ETFs combining Samsung Electronics and SK Hynix stocks with 50% bonds are attracting attention from both conservative and aggressive investors amid semiconductor market volatility, according to Growth Research. Over the recent 3 months, these hybrid products showed lower volatility

According to Morgan Stanley's latest industry report, Taiwan Semiconductor Manufacturing Company (TSMC) will boost capital expenditures to $56 billion in 2026 and $75 billion in 2027, driven by sustained AI semiconductor demand. CoWoS advanced packaging capacity will expand from

According to Jin10 Data Center, CME foreign exchange commodity trading volume report was updated on July 10.

Tesla Korea officially launched Full Self-Driving (Supervised) v14 Lite starting July 10, making South Korea the second global market to receive the autonomous driving software after its North American debut in late June. The launch comes as Tesla Korea implements significant price increases

Gate News: According to a platform announcement, Gate ETF will list two trading pairs: SKHY3L/USDT (3x long SKHY) and SKHY3S/USDT (3x short SKHY). Trading is scheduled to begin on July 11, 2026, at 15:00 (UTC+8), with an initial net asset value of 1 USDT. Gate ETF is a trading product with built-in leverage and an automatic rebalancing mechanism. Users can achieve trading leverage through simple buy-crypto and sell-crypto operations, without paying margin. The product will track daily profit and

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020.

On July 10, the People's Bank of China held a seminar with PBOC Party Committee Secretary and Governor Pan Gongsheng in attendance. Zhu Min, dean of Tsinghua University's National Institute of Financial Research and former IMF deputy managing director, delivered a presentation titled "The

According to Bitdeer's X post, the Nasdaq-listed bitcoin mining firm sold 227.5 BTC this week (ending July 10) while mining an equivalent amount. The company maintained zero net holdings, continuing its zero-bitcoin-position

Samsung Electronics' foundry division is showing signs of a profitability turnaround as big tech companies propose semiconductor contract manufacturing orders. Yuanta Securities stated on the 10th that TSMC's market share exceeding 70% is increasing concerns among global big tech firms. The

According to Yuanta Securities on July 10, Samsung Electronics' foundry business is strengthening its position as an alternative supplier as TSMC's market share exceeds 70% globally. Major technology companies are increasingly seeking additional semiconductor manufacturing capacity beyond the

S-Oil stock surged over 21% in one week from July 2 to July 9, rising from 109,600 won to 133,500 won, as domestic brokerages raised target prices on expectations the company will post a Q2 earnings surprise. Hana Securities on July 7 lifted its target price from 130,000 won to 200,000 won,

According to Korean securities firms, S-Oil shares surged 21% during the week of July 2-9 (from 109,600 to 133,500 won), buoyed by expectations for a second-quarter earnings surprise. Hana Securities on July 7 raised its target price significantly from 130,000 to 200,000 won, projecting Q2

According to Coinglass data via ChainCatcher, the crypto market Fear & Greed Index currently stands at 25 on July 11, up 3 points from yesterday. The 7-day average is 22, while the 30-day average is 18, indicating a sustained period of extreme fear sentiment in the market.

SK Hynix Chairman Chey Tae-won announced on 10일 (local time) in New York that the company is considering building memory production facilities in the United States, contingent on meeting requirements for power, water, labor, and supply chain infrastructure. The statement came during an ADR listing c

According to Seoul Economics, SK Hynix signaled on July 10 that it is considering building a memory chip manufacturing facility in the United States, in addition to its ongoing advanced packaging facility in Indiana. SK Group Chairman Chey Tae-won said in a CNBC interview during the company's

The KOSPI index fell 7.8% during the week ending May 10, closing at 7475.94 compared to 8088.34 on May 3, according to Korea Exchange data released May 11. The index reached an intraweek low of 7246.79 on May 8. Retail

According to the Korea Exchange, KOSPI fell to 7,475.94 on July 11, marking a 7.8% decline from 8,088.34 on July 3. The index dipped to 7,246.79 on July 8. Despite market volatility, domestic retail investors provided support with net purchases of 5.5994 trillion won over the week. Foreign investors