Global TradFi & Macroeconomics

According to Bank of America's latest report, South Korean memory chip manufacturers will likely achieve annual capacity expansion below 10% by 2030, falling far short of President Lee Jae-myung's target of doubling capacity. The bank's analysis factors in capacity losses from factory closures due t

Yesterday (July 13), South Korea's KOSPI index closed near 6,800 points after a volatile trading session, recovering from an earlier dip below the 7,000-point level. The index experienced sharp intraday swings before late-session buying pressure stabilized the

Poland's central bank governor indicated today that the likelihood of raising interest rates is greater than cutting them. The statement reflects the monetary authority's current policy stance amid economic conditions in the eurozone's neighboring

XRP News: Spot XRP ETFs recorded zero inflows on Monday, July 13, according to data cited by Invezz, capping a reversal from an eight-week consecutive inflow streak that had accumulated $1.48 billion in cumulative net flows since the products launched in November 2025. With the prior session’s infl

According to BlockFlow KOL aggregation platform, multiple KOLs turned bullish on NVIDIA (NVDA), with P Equity Research citing Morgan Stanley expectations for revenue growth to accelerate beyond current high levels, driven by new subscription-based cloud service models generating recurring revenue

According to Herald Economy, on July 13, single-stock leveraged and inverse ETFs tracking Samsung Electronics and SK Hynix hit record lows despite surging trading activity. The 16 related products recorded 12.16 trillion won in daily trading volume, representing 33.87% of all ETF trades. SK Hynix in

According to Guru Club, European natural gas benchmark prices surged to their highest level since March on July 14, with gains accelerating throughout the trading session.

According to ChainCatcher and Gate market data, CleanSpark stock rose 14% in premarket trading today following the company's signing of a 20-year lease agreement with a global technology company in Georgia.

According to the Financial Investment Association, South Korean retail investors who borrowed to invest faced forced liquidations totaling 425.8 billion won during the first 10 days of July. On July 9 alone, 142.2 billion won worth of stocks were forcibly sold as collateral values fell amid the

According to Zhitong Finance, Northbound capital recorded net inflows of HK$109.97 billion into Hong Kong stocks on July 14, with Shanghai-Hong Kong Connect contributing HK$82.05 billion and Shenzhen-Hong Kong Connect adding HK$27.92 billion. Zhipu (02513) was the top recipient of Northbound

Korea Financial Investment Association (KOFIA) and securities firms agreed on the 14th to strengthen investor protection systems for single-stock leveraged exchange-traded funds (ETFs), including raising basic deposit requirements. The measures aim to address high investment demand that has

Kioxia Holdings closed at 69,100 yen on the Tokyo Stock Exchange on July 14, marking a nearly 40% decline from its post-listing peak of 112,700 yen recorded on June 22. The NAND flash memory manufacturer's stock fell as concerns over artificial intelligence overinvestment and production increases

According to Yonhap Infomax, the Financial Investment Association (KOFIA) and securities companies announced enhanced investor protection measures for single-stock leveraged ETFs on July 14. The measures include raising initial deposit requirements, dispersing trading times to reduce concentration a

According to Yonhap News, Kioxia Holdings' NAND flash memory stock fell 40% from its June 22 high of 112,700 yen, closing at 69,100 yen on July 14. The decline marks the company's loss of Japan's top market cap position, which was overtaken by Toyota and later by MUFG. Once a major driver of Japan's

According to the National Federation of Independent Business (NFIB), the Small Business Optimism Index rose to 97.4% in June, exceeding expectations of 95.5% and up from 95.3% in May.

Interest rate swap (IRS) rates in South Korea's bond market rose across all tenors on July 14, with the 1-year IRS rate climbing 5.00 basis points to 3.4750% as of 4:27 PM, according to Seoul bond market data reported by Yonhap Infomax. The increases were driven by heightened caution ahead of the Ju

According to Yonhap Infomax, on July 14, South Korean interest rate swap (IRS) rates rose across all tenors as of 4:27 p.m. The 1-year IRS climbed 5.00 basis points to 3.4750%, while the 5-year advanced 8.75 bps to 4.0650% and the 10-year gained 8.50 bps to 4.1600%. Overnight index swap (OIS) rates,

According to Goldman Sachs equity research, the five major cloud providers—Microsoft, Amazon, Meta, Google, and Oracle—are projected to collectively spend $5.8 trillion on artificial intelligence capital

NZD/USD rose 1% during intraday trading on July 14, reaching 0.5806.