Global TradFi & Macroeconomics

According to Yonhapnews, on August 22, the U.S. imposed a 50% tariff on $20 billion worth of Canadian imports following failed negotiations, covering approximately 5% of Canada's annual exports to the United States. The tariff targets represent the Trump administration's decision to proceed after ex

NH Amundi Asset Management's HANARO Global Gold Mining ETF returned 30.78% over one month as of the 21st, leading all Korean-listed ETFs. The ETF invests in global gold mining company stocks and outperformed gold futures ETFs (11.77% and 11.48% returns) and gold spot ETFs (6.81% and 6.18% returns) d

According to Coscom ETF Check, the HANARO Global Gold Mining Companies ETF gained 30.78% as of August 21, 2026, marking the highest monthly return among domestic listed ETFs, as gold prices climbed amid geopolitical concerns over fiscal stability rather than growth expectations. The ETF's top

According to Jin10 data, Brazilian President Luiz Inácio Lula da Silva spoke with U.S. President Donald Trump on August 21, opposing recent U.S. tariffs on Brazilian goods. Lula stated that American tariffs are "completely detached from reality and built entirely on lies," rejecting U.S. claims

On August 22, 2026, from 05:00 to 05:15 UTC, BTC fell rapidly by 1.42% within 15 minutes, with its price retreating from 78,592.6 USDT to 76,500 USDT and volatility reaching 2.67%. BTC had previously touched an intraday high of 79,520 USDT, rebounding approximately 5.9% from the 24-hour low of 75,100.8 USDT and forming a typical spike-and-pullback pattern. The main drivers of this volatility were escalating geopolitical tensions in the Middle East and divergent risk-off sentiment stemming from t

According to MarketWatch columnist Brett Arends, the U.S. 10-year Treasury yield climbed back to approximately 4.70% on Thursday morning, eroding the benefits of the Treasury Department's recent long-duration debt buyback announcement. Arends, citing former Federal Reserve official Bill Dudley,

According to the Financial Times, as of this week (August 22), U.S. federal debt has surpassed $40 trillion for the first time, coinciding with long-term Treasury yields reaching their highest levels in 19 years. The 30-year mortgage rate has climbed to 6.65%, up from 5.98% before recent

DS Investment & Securities analyst Jang Ji-hye recommended Korean ramen stocks in a recent report titled 'K-Ramen is Back,' citing strong Q2 earnings driven by overseas sales growth. Samyang Foods recorded Q2 consolidated revenue of 770.3 billion won and operating profit of 176.2 billion won,

According to a recent report by DS Investment & Securities analyst Jang Ji-hye, Korean instant noodle companies' strong overseas performance in the second quarter has attracted investor attention. Samyang Foods recorded overseas sales of 654.8 billion won (up 47% year-over-year), while Nongshim repo

Yen carry trade positions approached 2024 crisis levels as non-commercial yen futures net short positions reached 163,000 contracts as of local time May 28, according to a Korea Financial Research Institute report. Japan raised its policy rate to 1% on June 16, the first time the rate reached that l

According to the Korea Financial Research Institute report released on August 22, Japan's policy rate hike to 1% on June 16 has sparked concerns about yen carry trade unwinding risks. Non-commercial yen futures net short positions reached 163,000

According to South Korea's Korea Securities Depository, foreign retail investors increased purchases of memory chip ETFs including Samsung and SK Hynix holdings over the past week as of August 22. The inflows follow renewed expectations for continued AI infrastructure investment, sparked by Nvidia's

US spot Solana exchange-traded funds recorded $15 million in daily net inflows on August 20, marking the largest single-session inflow in three weeks. The figure represents daily flow data rather than cumulative totals, providing a measure of fresh institutional demand for SOL exposure through

According to SoSoValue data, Bitcoin spot ETFs recorded net inflows of $307 million on August 21 (U.S. Eastern Time), extending their streak of daily inflows. BlackRock's IBIT led with $239 million in single-day inflows, while Fidelity's FBTC contributed $30.19 million. The combined assets under

According to SoSoValue, Ethereum spot ETFs saw net inflows of $185 million on August 21 (yesterday), marking the fifth consecutive day of inflows. BlackRock's ETHA led with $151 million in single-day inflows and has accumulated $12.17 billion in total net inflows to date. The combined assets under m

According to Farside ETF flow data, US spot Solana ETFs recorded $15 million in daily net inflows on August 20, marking the largest single-session inflow in three weeks.

NVIDIA is scheduled to release its fiscal second-quarter earnings on the 27th, with LS Securities forecasting record-breaking results of $91.9 billion in revenue and earnings per share of $2.08. Despite the anticipated strong performance, LS Securities analyst Hwang San-hae noted that NVIDIA's

According to LS Securities analyst Hwang San-hae, Nvidia will report second-quarter revenue of $91.9 billion and earnings per share of $2.08 on August 27, marking another record-breaking quarter. While Nvidia's strong earnings are expected, LS Securities noted that stock market reaction remains

According to Investing.com, Moderna's stock surged over 170% on August 21 following positive Phase 3 trial results for its personalized mRNA cancer vaccine, co-developed with Merck. The breakthrough marks a potential shift away from the company's heavy reliance on COVID-19 vaccine

According to HSBC analyst Frank Lee, ahead of Nvidia's August 26 earnings report, the company's next significant valuation re-rating will be driven by a new narrative rather than financial results alone. Frank Lee believes this narrative should position Nvidia as "the world's largest open-source