Global TradFi & Macroeconomics

The Korea Exchange triggered a selling-side circuit breaker for the KOSDAQ market at 10:20 a.m. on July 16 following a rate hike decision by the Bank of Korea's Monetary Policy Committee. The circuit breaker was the ninth selling-side halt on KOSDAQ this year and the 21st overall circuit breaker (in

According to BNP, Arista Networks (ANET), Seagate Technology (STX), and Astera Labs (ALAB) have been identified as top investment ideas for the AI semiconductor and networking supply chain into 2027. BNP raised price targets for the three companies and provided 2028 earnings

Gene Munster of Deepwater assessed AI stocks as "tired" rather than "broken," noting that AI infrastructure fundamentals remain strong. The analyst flagged potential upside from capital expenditure trends and upcoming key earnings

The Bank of Korea approved its interest rate decision by unanimous vote on Thursday, according to an official statement from the central bank.

According to UBS, the S&P 500 is forecast to reach 7,900 by the end of 2026, driven by corporate earnings growth and accelerating AI monetization across sectors.

Bitcoin (BTC) gives back its overnight gains, trading around $64,440 as of July 16. Trump will attend a key meeting on Thursday at the White House regarding the ethics provisions of the “CLARITY Act,” aimed at addressing lawmakers’ concerns about Trump and his family’s crypto businesses. Japan’s parliament approved legislation that reclassifies Bitcoin and other cryptocurrencies as financial assets, marking a major regulatory shift. Macro Events & Crypto Market Hotspots 1、According to The Block,

On July 16, Aehr Test Systems (AEHR) surged 40% as the company posted record bookings driven by robust AI data center demand, with its backlog ballooning to new highs. The surge came alongside an upbeat FY27 revenue outlook, prompting analysts to raise price targets on the semiconductor test

According to MSX.COM data, U.S. stocks closed today (July 16), with the S&P 500 up 0.38% and Nasdaq up 0.62%, while AI-related shares tumbled. Dell fell 9.8%, Micron dropped 8.02%, Marvell slid 7.27%, Arista Networks fell 5.83%, and Ambarella declined 5.51%. The VIX fear index ended

According to SoSoValue data, Solana spot ETFs saw net outflows of $707,100 yesterday (July 15). The total assets under management for SOL spot ETFs reached $895 million, with cumulative net inflows of $1.136 billion since launch. Fidelity Solana Fund ETF (FSOL) recorded net inflows of $455,100 for

US President Donald Trump stated on local time 15일 that the United States will collaborate with Korean companies to rebuild US naval power and pursue purchasing foreign-built warships. Trump explained at the US Army War College in Carlisle, Pennsylvania that 'we will look at some companies from Kore

SK Hynix ADR attracted 173.41 million USD (~257.6 billion KRW) in net purchases from Korean retail investors on the settlement date of the 15th, the day following its Nasdaq debut. The buying activity ranked second among all US stocks purchased by Korean investors during the same period, trailing on

South Korea's Fair Trade Commission has completed examiner-level establishment of fair pricing standards for corporate trademark royalties. The development follows last July's Commercial Act amendment introducing directors' fiduciary duties to shareholders under Article 382-3. Excessive royalty

According to Robin Brooks, a senior fellow at the Brookings Institution and former Goldman Sachs FX strategist, the dollar avoided a steeper decline on July 15 primarily due to geopolitical risks driving oil prices higher. Brooks noted that core U.S. inflation has already retreated to a mild

According to the People's Bank of China, the central bank conducted 626 billion CNY of 7-day reverse repurchase operations today (July 16), with both the bid volume and winning volume of 626 billion CNY each, at an operating rate of 1.40%, unchanged from the previous

According to ChainCatcher citing SoSoValue data, Grayscale Hyperliquid Staking ETF (HYPG) saw net inflows of $2.1264 million yesterday (July 15). The ETF's historical cumulative net inflows have reached $128 million, with total assets under management at $347 million as of the latest

Covered call exchange-traded funds (ETFs) listed in the Korean market recorded total net assets of 26.4786 trillion won as of the closing on the 14th, marking an 11 trillion won increase since early this year, according to the asset management industry. The surge reflects investor demand for

According to Newsis, as of July 16, South Korea's covered call ETF market saw total assets surge to 26.48 trillion won, up 11 trillion won since the start of the year. The number of covered call ETF products listed domestically increased from 52 at the beginning of 2026 to 61, reflecting the

Spot silver fell over 1% during intraday trading on July 16, currently trading at $57.18 per ounce.

China's interbank foreign exchange market reported the following midpoint rates on July 16. The US dollar weakened against the yuan to 6.7909, down 1 point. The euro strengthened to 7.7690, up 199 points; the British pound rose to 9.1703, up 864 points; the Australian dollar climbed to 4.7446, up 14