Global TradFi & Macroeconomics

According to market data, Hyperscalers including Alphabet, Amazon, Meta, Microsoft, and Oracle issued over $170 billion in new debt year-to-date 2026, more than doubling the full-year 2025 total of $121 billion and roughly five times the pre-AI annual average of $35 billion. BlackRock sold a $12.5 b

According to Today News, Japan's government bond yields rose recently as the Bank of Japan (BOJ) shifted toward policy normalization, reducing its bond-purchasing capacity. Japan's debt exceeds 200% of GDP, historically supported by BOJ bond purchases that maintained ultra-low rates. The market

According to Barron's on Friday (August 21), Micron's stock has surged 700% over the past year, yet its valuation remains compressed relative to peers. The memory chipmaker trades at a forward price-to-earnings ratio of 6.4x, compared to 20.6x for the Philadelphia Semiconductor Index average,

According to Guru Club, Iraq requested on August 22 that Iran grant special passage permits for Iraqi oil tankers to transit the Strait of Hormuz. The request was made during Iranian Parliament Speaker Kalibaev's visit to Baghdad, where he met with Iraqi Prime Minister Zayidi, President Amidi, and

According to state media citing China National Petroleum Corporation, Horgos compressor station, the entry point of the West-to-East Gas Pipeline Projects II and III, reached a cumulative 600 billion cubic meters of natural gas output today (August 23). Operating as a key hub under the Belt and

According to KB Securities, the U.S. Treasury Department announced on August 23 it would more than double the size of long-term bond buybacks, expanding purchases to at least $4 billion per session from the previous $2 billion cap, effective from September 9 through November 4. The move comes

According to The Kobeissi Letter, South Korea's semiconductor exports surged 198.8% year-over-year in the first 20 days of August, driven by AI demand. The country's chip trade surplus reached a record $35 billion in June, more than triple the prior year, while overall exports grew 61.5% in August a

Korean securities firms are issuing numerous downward target price reports as the domestic stock market turned bearish in the second half of the year. According to FnGuide data from the 24th, target prices for Samsung Electronics and SK Hynix show significant divergence, with the highest estimates r

Samsung Electronics executed a 50:1 stock split in 2018 after its share price exceeded 2.5 million won per share. The company split its stock because the high price made shares inaccessible to many investors. Following the split, the stock price dropped to around 50,000 won, and trading volume

According to F&Guide, South Korea's stock market entered a downtrend in the second half of 2026, prompting brokerage firms to issue downward target price revisions. Samsung Electronics and SK Hynix, the two largest stocks by market cap, show significant divergence among analysts, with the highest pr

SK Hynix trades at approximately 1.73 million won per share in recent closing prices, sparking discussions about stock accessibility for retail investors. The high price point mirrors Samsung Electronics' situation in 2018, when its shares exceeded 2.5 million won before the company executed a 50-to

According to Herald Economy, SK Hynix faces stock split discussions as its share price reaches 1.73 million won, approaching its historic high of 2.98 million won. SK Group Chairman Chey Tae-won stated the company would "naturally consider" a stock split if requested. The move mirrors Samsung

Standard Chartered analyst Geoffrey Kendrick stated on Aug. 21 that his $100,000 year-end bitcoin forecast may prove too conservative following record short liquidations. Bitcoin climbed to $79,500 on Aug. 21, its highest level since May, as short liquidations approached $1.44 billion during the Aug

SK Hynix announced a significant shareholder return program this month, spearheading a broader wave of dividend initiatives among South Korean listed companies. Samsung Electronics is widely expected to unveil its own shareholder return plan, including special dividends, later this month, with Samsu

According to Alternative data, the Crypto Fear and Greed Index dropped to 66 on August 23 (down from 71 the previous day), with market sentiment remaining in the "greedy" zone on the 0-100 scale.

Anthropic, the AI company operating Claude, is preparing to file for an initial public offering as early as the end of this month, according to Bloomberg. The market estimates Anthropic's post-IPO valuation at $2

According to Bloomberg, server manufacturers supplying major data center operators including Microsoft, Google, and Oracle have notified customers of price increases of over 15% for systems equipped with Nvidia AI chips starting in early 2027. The hikes are driven by rising memory chip costs, with e

According to a U.S. SEC filing, Peter Thiel's Thiel Macro LLC held 8 stocks worth approximately $418.7 million as of June 30. Amazon was the largest position at $118 million, representing 28.2% of the portfolio. Other holdings included Vista Energy ($75.9 million) and Vistra ($59.1 million),

According to ET Daily and South Korea's stock exchange, the KOSPI's average daily stock turnover rate dropped to 0.56% as of August 21, marking the lowest level this year. The metric indicates only about 5.6 shares out of every 1,000 listed shares were traded daily, down significantly from 1.74% in

According to ChainCatcher, US Bitcoin and Ethereum spot ETFs combined saw net inflows of $2.6 billion last week, marking the highest single-week inflow since October 2025. This contrasts with the previous week, which saw combined net outflows of $392