Global TradFi & Macroeconomics

According to Yonhap Infomax, on July 10 as of 4 p.m. ET, the dollar-yen exchange rate fell to 161.737 yen, down 0.667 yen (0.411%) from the previous New York close of 162.404 yen. The U.S. dollar index (DXY) rose slightly to 100.963, up 0.010 points (0.010%). The yen faced downward pressure

According to Guru Club, WTI crude oil futures settled at $71.41 per barrel on July 11, down $0.67 or 0.93%. Brent crude oil futures settled at $76.01 per barrel, declining $0.29 or 0.38%.

Korea Investment & Trust Management launched the 'ACE K방산TOP5+' ETF on the 7th at the Korea Exchange. The exchange announced this on the 11th. The passive ETF invests in 10 Korean defense companies, allocating 80% to top 5 holdings with individual stock caps at 20% and a 0.45% annual fee. The launch

President Donald Trump refused to sign the 21st Century ROAD to Housing Act, a bipartisan housing bill that passed the House and Senate in June, but the legislation is set to become law without his signature under a constitutional process. The bill includes a provision barring the Federal Reserve

According to Korea Exchange, Korea Investment Trust Management listed the ACE K Defense TOP5+ ETF on the Korean stock exchange on July 7. The product is a passive ETF that invests in 10 defense industry-related companies listed on South Korea's domestic stock market, with an annual expense ratio

The Bank of Korea's Monetary Policy Committee is expected to raise the base rate at its July regular meeting, but Samsung Securities researcher Kim Ji-man stated that the tightening itself may struggle to drive bond yield increases. Kim noted in a July meeting preview report that if the monetary

The U.S. Dollar Index (DXY) gained 0.1% on Friday (July 10), closing at 100.96, with a weekly advance of approximately 0.1%. Markets continued to weigh inflation dynamics and their impact on Fed policy against rising geopolitical risks, as the largest U.S.-Iran military escalation since a

According to Yonhap Infomax, the US 10-year Treasury yield rose to 4.5680% on July 10, with the 2-year yield climbing to 4.2080%. The yield curve flattened to 36 basis points. Market sentiment shifted after President Trump declared an end to the ceasefire with Iran on Truth Social, stating that

According to a Samsung Securities preview report on July 11, the Bank of Korea's monetary policy committee is expected to raise its benchmark rate in its July meeting, but the central bank's guidance could limit bond yield gains if it appears less hawkish than market expectations. The report noted t

Korean retail investors purchased $1.5538 billion in the Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL) during the 3rd-9th period, according to Korea Securities Depository's Seibro portal. The leveraged semiconductor ETF ranked first in net purchases by domestic investors in US stocks, far e

Poland's National Bank (NBP) purchased 82 tonnes of gold so far this year, taking advantage of recent price declines, Governor Adam Glapiński said at a press conference on Thursday. The central bank has been buying gold as prices fell nearly 30% from record highs in late January, with June posting a

According to Kitco News, Poland's National Bank (NBP) has purchased 82 tonnes of gold so far this year, with Governor Adam Glapiński stating on Thursday that the central bank is "consistently buying gold, taking advantage of the recent price drops." The bank bought approximately 19 tonnes in June al

Korean retail investors faced losses as KOSPI semiconductor stocks Samsung Electronics and SK Hynix corrected following a rally that drove expectations for 'KOSPI 10,000 points' to peak late last month, with buy-side circuit breakers triggering on May 10. The correction occurred after investors

According to Reuters, Ukrainian drone attacks have damaged Russian oil refining facilities in recent weeks, creating severe domestic fuel shortages. Russia, traditionally a major exporter of gasoline and diesel, has begun importing fuel to meet domestic demand. The country has already imported at

According to Park Moon-hwan, executive director at Hana Securities, OpenAI's valuation uncertainty represents the most critical variable that could reshape the semiconductor sector. Park noted that if OpenAI's valuation fluctuates, it could trigger a broader reassessment of data center, cloud, and m

South Korean regulators announced a policy review of single-stock leveraged ETFs on July 10, one and a half months after the products launched on May 27. The four most actively traded leveraged ETFs tracking Samsung Electronics and SK Hynix declined between 21.7% and 25.8% from their listing-day

According to Korea Exchange data, single-stock leveraged ETFs for Samsung Electronics and SK Hynix have declined significantly since their May 27 listing through July 10. TIGER Samsung Electronics Leveraged ETF fell 25.8%, KODEX Samsung Electronics Leveraged ETF fell 25.5%, TIGER SK Hynix Leveraged

According to Iran's semi-official YJC news agency, a fire at the Oxin Palayesh refinery in Lorestan Province was brought under control on Friday, July 4. The facility's safety manager told YJC that the blaze was contained to an area where abandoned oil drums were stored and did not spread to the ref

According to CME FedWatch data reported by Jin10 on July 11, the Federal Reserve has a 66.3% probability of holding interest rates steady in July and a 33.7% probability of a 25 basis-point rate increase.

US President Donald Trump declared the ceasefire with Iran ended on July 10, yet international oil prices closed lower. On the New York Mercantile Exchange, West Texas Intermediate (WTI) crude for August delivery fell $0.67 (0.93%) to $71.41 per barrel, while Brent crude for September delivery