Global TradFi & Macroeconomics

According to CCTV, on August 23, Iranian President Pezeshkian stated that Iran is facing comprehensive economic, military, and security pressure from U.S. sanctions but that national unity will help the country overcome these challenges. The government is working to reduce inflation and address

Hana Securities analyst Lee Jae-man recommended focusing on stocks with ROE improvement potential as the US 10-year Treasury yield approached 4.7%. The S&P500 discount rate matched this level — the narrowest gap since 2007 — reflecting market confidence in corporate performance over government

According to Lebit Pool founder Jiang Zhuoer, Ethereum spot ETF saw inflows of $700 million last week, compared with $1.92 billion for Bitcoin spot ETF. Despite ETH's total market cap being only 18.8% of BTC's, its ETF inflows represented 36.4% of Bitcoin ETF inflows, indicating relatively

Kakao was designated as an overheated short-selling stock on August 21 following a surge in short-selling activity that drove its share price down 7.49%. Short-selling trading value reached 80.2 billion won on August 21, nearly 10 times the previous day's 8.1 billion won, while the short-selling

Samsung Electronics disclosed on the 21st that its 2026 shareholder return remaining resources are expected to reach approximately 90 to 110 trillion won, according to a filing with the Financial Supervisory Service's electronic disclosure system on the 23rd. The company plans to implement

According to Hana Securities on August 24, investors should prioritize companies improving return on equity (ROE) over those with already-high ROE in the current high-interest-rate environment. The S&P 500 discount rate has narrowed to 4.7%, matching the U.S. 10-year Treasury yield—the lowest

According to Financial News, Samsung Electronics announced on August 21 a shareholder return plan of 90 to 110 trillion won, marking the company's largest such initiative. The program includes approximately 30 trillion won in cash dividends spanning the third and fourth quarters, with detailed

According to Xinhua News Agency, Hong Kong Financial Secretary Paul Chan announced on August 23 that artificial intelligence is driving strong momentum in the region's economy and capital markets. From December last year through May, AI-related initial public offerings in Hong Kong raised

According to Guru Club, Indonesia's benchmark Jakarta Composite Index fell 4.2% to 5688.574 points on June 4, marking its lowest level since December 2020.

Ray Dalio, founder of Bridgewater Associates, warned of a looming US debt crisis and urged investors to allocate funds to gold and Bitcoin in a LinkedIn post published Friday, August 21st, 2026. The warning came as Treasury Secretary Scott Bessent announced debt buybacks likely exceeding $4

Yuanta Securities researcher Kang Song-chul recommended investors allocate part of their assets to copper exchange-traded funds (ETFs) as electricity demand drives copper consumption higher. London Metal Exchange (LME) copper prices have risen 16% since the start of the year to above $14,000 per

According to Yujin Investment Securities analyst Gang Song-chul, London Metal Exchange copper prices have risen 16% since the beginning of 2026 and surpassed $14,000 per ton recently, hitting historic highs adjusted for inflation. Gang attributed the surge to increased electricity demand driven by A

According to South Korea's financial investment industry, Toyota Finance issued 1 billion yen in tokenized corporate bonds on August 23, with an annual interest rate of 1.72%. Unlike traditional securities sold through brokers, investors purchased these bonds directly via Toyota Wallet, the

According to Uanalyze and BMO Capital Markets, Marvell Technology will release its second-quarter earnings on August 27 at 4:45 p.m. ET (August 28 at 4:45 a.m. Taipei time), with market focus on custom silicon and data center optical interconnect businesses. The key highlight is whether Google's

South Korea's KOSPI index closed at 6912.95 last week, falling 0.93% as US Treasury yields surged, but major shareholder return announcements from SK Hynix and Samsung Electronics limited the decline. The drop was triggered by the US 30-year Treasury yield reaching 5.33% during trading on

The Korean stock market declined last week as the KOSPI fell 0.93% and the KOSDAQ dropped 0.18%, failing to maintain the 7000 level amid interest rate pressures. According to Lee Jae-won, a researcher at Yuanta Securities, US fiscal concerns and long-term interest rates triggered profit-taking

According to Yonhapnews, South Korea's KOSPI index fell 0.93% last week while the KOSDAQ dropped 0.18%, as interest rate pressure offset semiconductor strength and shareholder return announcements. Analysts expect the index to trade within a 6,400–7,500 band this week, as macroeconomic rate

According to Money Today, South Korea's KOSPI index fell 0.93% to 6,912.95 during the week of August 18–21, pressured by a surge in U.S. Treasury yields. The U.S. 30-year bond yield hit 5.33%, the highest level since 2007, amid rising fiscal concerns and tech sector bond issuance. SK Hynix and

According to Jin10, Canada's Prime Minister announced on August 22 that retaliatory tariffs equal in value to the US $20 billion levy on Canadian goods at 50% will take effect on September 8 in response to American duties. Ontario Premier Doug Ford called for Canadian provinces to unite as a "Team C

According to the New York Post, Democratic Rep. Rashida Tlaib holds up to $15,000 each in Grayscale Ethereum ETF and iShares Bitcoin ETF within her $1.2 million retirement account, according to financial disclosures released on August 23. Tlaib previously voted against the CLARITY Act, which