Global TradFi & Macroeconomics

According to Yonhapinfomax, HM Pharmaceutical's stock fell 9.35% to 489,500 Korean won on August 25 morning, reversing gains from the previous day when it surged 30% following the announcement of a technology transfer agreement with Roche subsidiary Genentech. The company transferred a non-GLP-1

According to the Reserve Bank of Australia's latest meeting minutes, the central bank indicated that inflation risks are balanced rather than tilted upward. The shift in the RBA's stance reflects an adjustment in its assessment of inflationary pressures in the Australian

According to Vietnam's Ministry of Industry and Trade, on August 22, Vietnam made a final determination in its third anti-dumping review of H-beam steel originating from China, reducing anti-dumping duties from 13.38% to 6.78% for manufacturers and exporters Hebei Jinxi Type Steel, and its

According to Reserve Bank of Australia minutes released Tuesday (August 25), several policy committee members indicated that rate hikes may be necessary given upside inflation risks, while others argued the current cash rate of 4.35% is working to bring inflation down and provides time to assess

According to the latest Reserve Bank of Australia (RBA) meeting minutes, the current cash rate is positioned at the upper end of both model and market neutral rate estimates, though the bank acknowledges uncertainty in these

According to the Reserve Bank of Australia's August monetary policy meeting minutes, the central bank held interest rates unchanged at 4.35%, determining that maintaining the current level is appropriate. The RBA noted that the present rate is gradually helping rebalance the economy. However,

According to the RBA meeting minutes released on August 25, the Reserve Bank of Australia noted it will receive data on inflation, employment, and GDP before its September meeting.

a16z released its “Charts of the Week” series on August 24, using charts from multiple sources to highlight a structural shift in the U.S. economy. In terms of capital, Citadel data shows that ETF net inflows could make this the strongest year on record, with investors’ focus shifting toward AI, nuclear energy, space, defense, and infrastructure. Interviews with contractors conducted by the Federal Reserve Bank of Dallas show that data centers are offering concrete workers wages of $45 per hour.

Kakao's Korean stocks showed weakness following its corporate split announcement on the 21st, but Shinhan Investment & Securities analyst Seo Jung-yeon argued in a report on the 25th that the market's primary concern—ecosystem synergy weakening—is actually the justification for the split. The analys

As of 09:30 Beijing time on August 25, New York gold futures rose 0.34%, silver rose 0.30%, and copper rose 0.20%.

According to MSX.COM data, on close today (August 25), the S&P 500 index fell 0.28%, the Nasdaq fell 0.76%, and VIX fear index rose 4.76%, while the Dow Jones advanced 0.26%. AI concept stocks declined broadly, with Tempus AI dropping 8.97%, AeroVironment falling 7.5%, Micron declining 5.83%,

According to House financial disclosures filed by Nancy Pelosi, the former Speaker of the U.S. House of Representatives disclosed her July purchases in clean energy supplier Bloom Energy (BE) and semiconductor maker Intel (INTC). On July 24 and July 28, Pelosi purchased a total of 15,000 BE

US Big Tech companies are rapidly increasing corporate bond issuance and off-balance-sheet financing to fund artificial intelligence infrastructure investment, according to analysis released on the 25th by An Gi-tae of NH Investment & Securities. The expansion in AI-related capital raising is

According to BlockBeats, Gaokai Technology stocks surged 240.61% at the opening on August 25, its trading debut day. The stock opened at 209 yuan, compared to its initial public offering price of 61.36 yuan. Based on the opening price, investors holding one standard lot (500 shares) realized

Bitcoin (BTC) continued to rebound, trading at around $79,750 as of August 25. The United States imposed a new round of sanctions on Iran targeting sectors including digital assets and oil. Treasury Secretary Bessent called the move “economic D-Day.” Japan plans to ease restrictions on large stablecoin payments, with individual transactions potentially exceeding ¥1 million. Macro Events & Crypto Highlights The Block reported that the U.S. Treasury announced a new round of sanctions on Iran targe

The US Dollar Index (DXY) climbed to 99 during today's trading session, gaining 0.01%.

According to the Korea Financial Supervisory Service (FSS), on Aug 25, the regulator targeted formalistic shareholder voting practices and mechanical disclosure habits among asset management companies. The FSS aims to strengthen institutional investors' fiduciary responsibility aligned with

According to announcement on August 24, Hanmi Pharmaceutical and subsidiary Hanmi Science reached a technology transfer deal valued at approximately 3 trillion won with U.S.-based Genentech. The announcement triggered a rally the following day. On August 25, profit-taking selling emerged as

According to Jin10 on August 25, China's central bank conducted 386 billion yuan in 7-day reverse repurchase agreements and 500 billion yuan in 1-year medium-term lending facility (MLF) operations. With 600 billion yuan in 1-year MLF expiring on the same day, the central bank achieved a net

Finnish economist Tuomas Malinen warned that the US may enter recession by year-end or early next year despite strong surface growth. The University of Helsinki professor, in a recently published report, attributed the risk to extreme leverage in the US financial system, including corporate debt