Global TradFi & Macroeconomics

BMO Capital initiated coverage on Advanced Micro Devices (AMD) on the 24th (local time) with an outperform rating and a $550 price target. BMO analyst Hashi Kumar stated that AMD is transforming from a personal computer processor company into a broad artificial intelligence (AI) infrastructure

According to MarketWatch, Cantor Fitzgerald analyst C.J. Muse issued a bullish report on Monday, August 24, recommending investors to "close their eyes and aggressively buy" Nvidia (NVDA) stock. Muse set a $350 price target, implying 67% upside from current levels. He forecasts the company will

According to Daol Investment Securities, Samsung SDI stock rose 8% yesterday (August 24), closing at 515,000 KRW, as the company announced plans to sell part of its Samsung Display stake. On August 25, Daol raised its price target to 820,000 KRW from 770,000 KRW, implying a 59.2% upside from yesterd

According to JP Morgan's technical strategist Jason Hunter, the U.S. stock market is displaying multiple technical warning signals, and investors should consider reducing equity exposure before September, as reported on August 24. Jason Hunter noted in a report that while major indices remain in an

According to BMO Capital analyst Hashi Kumar, AMD is evolving from a personal processor company into a comprehensive artificial intelligence infrastructure provider, initiating coverage with an outperform rating and a $550 price target on August 24. The analyst identified Helios, AMD's rack-scale

According to Korea Exchange, KOSPI declined sharply on August 25 morning, falling around 2% as of 9:03 a.m. local time, tracking weakness in semiconductor stocks overnight on U.S. markets. Samsung Electronics and SK Hynix led declines. KOSDAQ also fell approximately 1%, slipping below 800. Foreign i

According to Financial News, JYP Entertainment stock has plunged from 140,000 won to the 30,000 won range, with 28 brokerages downgrading price targets—more than any other listed stock as of August 25. The downgrades reflect concerns over Twice members' contract terminations and upcoming military

Strategy, the world's largest Bitcoin holder, sold 18,261,118 MSTR common shares from August 17 to August 23 via an at-the-market (ATM) offering program, raising approximately $2.0065 billion in net proceeds. The company used $136.4

According to Financial Supervisory Service filings, LG生活건강's North American subsidiary LG H&H USA on August 25 converted $205.5 million in loans to The Avon Company into capital stock, representing 4.2% of LG's consolidated assets. The same day, the company agreed to sell its entire 100% stake—60 mi

According to Barclays, as markets price in potential Federal Reserve rate hikes by late 2026 or early 2027, energy, commodities, and technology stocks are positioned to outperform the broader market, while rate-sensitive sectors like financials and consumer discretionary face headwinds. Barclays' an

According to PANews, South Korea's KOSPI index fell over 4% intraday on August 25, based on Bybit data. Samsung Electronics declined over 4%, while SK Hynix dropped more than 6%.

Korea Ocean Business Corporation and Korea Housing Finance Corporation completed cross-currency bond issuances the day before August 25, tapping Formosa and European covered bond markets respectively. The dual issuances reflect Korean institutions' strategy to diversify foreign currency funding

According to Dunamu on August 25, the operator of South Korea's largest cryptocurrency exchange Upbit announced it would pursue an initial public offering following the completion of a comprehensive stock swap with Naver Financial. The company stated that the listing location has not yet been

According to Financial Times, President Trump announced on August 22 a temporary reduction in tariffs on imported beef over the next 90 days, aiming to ease rising food prices ahead of the November midterm elections. The tariff cut may allow imports of up to 300,000 tons. While the administration em

According to ETF Check, on August 24, domestic retail investors poured funds into U.S. index ETFs as the Korean stock market experienced volatility. U.S.-focused assets dominated the top 10 inflow ETFs, accounting for 9 of 10 positions. TIGER Nasdaq 100 led with 5.02 billion Korean won in inflows, a

According to Bloomberg, on August 25, Oura Health Oy, which produces health-tracking smart rings, plans to raise up to $3 billion through a U.S. initial public offering (IPO). The company's IPO could occur as early as September, with valuation exceeding $16 billion. Existing investors are expected t

Spot gold hit $4,690 per ounce today, rising 0.82% intraday (August 25).

According to Yonhap Infomax, yesterday (Aug 25) the Korea Marine and Port Administration and Korea Housing Finance Corporation successfully issued international bonds targeting non-U.S. dollar markets: a $300 million 5-year floating-rate Formosa bond and an €800 million 3-year fixed-rate covered bon

The Nikkei 225 index fell 1.00% intraday on August 25.

According to Guru Club, NYMEX silver rose 2% on Aug 25, trading at $70.77 per ounce.