Global TradFi & Macroeconomics

According to Korea Exchange data released on August 25, gold spot exchange-traded funds tracking the KRX Gold Spot Index received 200.8 billion won and 579 billion won in net inflows over the past month, with respective returns of 6.81% and 6.18%. The inflows follow a rebound in gold prices amid eas

According to KOSCOM ETF data, in the past week, money market active ETFs attracted net inflows of 62.92 billion Korean won, driven by investors seeking to avoid market volatility. TIGER Money Market Active received 45.42 billion won while KODEX Money Market Active pulled in 17.5 billion won.

The US Treasury may use cash reserves approaching $1 trillion to fund expanded bond buyback operations, CNBC reported on August 24, citing two senior Treasury officials. The report triggered a rally in long-term Treasury prices, with the 30-year yield falling 4.50 basis points to 5.2310% by 3pm US

According to CNBC citing Treasury officials, longer-dated U.S. Treasury yields fell on August 24 as the Treasury considers using approximately $1 trillion in cash reserves for government debt buybacks. The 10-year yield declined 3.50 basis

According to Bernstein, on August 24, analysts led by Gautam Chhugani reiterated an Outperform rating and $140 price target on Circle Internet Group, arguing that USDC can continue its growth cycle even if Congress fails to pass the CLARITY Act. The target represented approximately 59% upside from C

According to Guru Club, on August 25, former U.S. President Donald Trump stated that the United States urgently needs aluminum and primarily imports it from Canada.

According to MarketWatch, SpaceX plans to launch its first batch of Starmind AI1 satellites powered by Nvidia chips in the fourth quarter of 2027, accelerating its space-based AI data center initiative unveiled last month. The company aims to expand significantly in the following year. SpaceX

The US Treasury doubled its buyback program for 10-30 year bonds as 30-year Treasury yields exceeded 5.3%, the highest level since 2007. Korean securities analysts warned the buyback expansion may fail to reverse the direction of interest rates, instead only narrowing the spread between short and

According to Newsis reporting as of August 25, the U.S. 30-year Treasury yield has surpassed 5.3%, reaching its highest level since 2007, even as the U.S. government expands buybacks of long-term debt. The 10-year yield, recently hovering near 4.7%, threatens to approach 5%, according to analysts.

According to market consensus, Nvidia will release second-quarter fiscal 2027 earnings on August 26 after market close, with average analyst expectations for revenue of $92 billion and adjusted earnings per share of $2.09, representing 96% year-over-year growth. Data center revenue is projected to e

According to House of Representatives financial filings, Pelosi family invested $13.5 million in AI infrastructure stocks Intel and Bloom Energy in late July. The transactions, conducted by Pelosi's spouse, included 10,000 Intel shares and 50 call options, along with 15,000 Bloom Energy shares and 2

According to KOSCOM ETF Check, South Korean retail investors shifted to U.S. equity index and covered call exchange-traded funds during the week of August 18-21, citing fatigue with domestic market volatility. Among the top 10 net-buy ETF products tracked by the platform during that period, four

According to CME FedWatch, on August 25, the Federal Reserve has a 58.6% probability of holding rates unchanged in September, with a 41.4% probability of a 25-basis-point rate hike. For October, the probability of holding steady stands at 43.0%, while the odds of a 25-basis-point increase

According to CNBC reports, Paramount's settlement discussions with California Attorney General Rob Bonta over the $110 billion acquisition of Warner Bros. Discovery collapsed on Monday, August 24, after the state alleged that Paramount leaked details of their negotiations to the media. Bonta's

KOSDAQ listed companies reported a 62.4% year-over-year increase in combined operating profit for the first half year, according to an SK Securities report released on the 24th by analyst Na Seung-du. Combined revenue reached 216 trillion won, up 23.6% year-over-year, while net profit

According to Korea Economic TV, the U.S. announced today an unprecedented 'complete financial isolation' sanctions package targeting Iran as part of an economic warfare strategy. The announcement includes a warning to Chinese banks involved in Iranian crude oil trading that "there are no

According to SK Securities analyst Na Seung-doo on August 24, Kosdaq-listed companies posted a 62.4% operating profit surge in the first half of 2026 compared with the same period last year, with combined revenue reaching 216 trillion won, up 23.6% year-over-year. Net profit jumped 260.2%, while pro

The Trump Tariff Losers Index rose 0.50% to 116.45 points on Monday, August 24, displaying a V-shaped pattern for the session.

SK Hynix and Samsung Electronics are implementing record-level shareholder return programs through divergent strategies. SK Hynix is conducting a 40 trillion won share buyback with full share cancellation to defend holding company SK Square's ownership stake. Samsung Electronics is concentrating on

According to The Fact, mid-sized securities firms in South Korea delivered solid results in the first half of 2026, with net profits surging 63%, but the performance gap with major brokerages widened significantly as the latter's profits jumped 129%. Trading volumes and investor deposits have