Global TradFi & Macroeconomics

During an earnings call, Robinhood CFO Shiv Verma disclosed that the company has repurchased 7.5 million shares for $664 million year-to-date in 2026. Robinhood raised $2.2 billion in June with a 0% coupon rate, with no net dilution unless the stock price exceeds $300, according to Verma.

Oxford Economics forecasts the Federal Reserve will maintain a prolonged interest rate freeze following the July Federal Open Market Committee meeting, according to a report issued on the 29th (local time). The institution cited cooling employment indicators and additional signs of slowing service p

China's CSI 300 stock index futures (IF) main contract fell more than 2.00% intraday on July 30, currently trading at 4453.8 points.

According to Oxford Economics, following the July 29 Federal Open Market Committee meeting, the firm forecast the Federal Reserve will maintain interest rates on hold for an extended period. The forecast is based on cooling employment indicators and moderating services inflation. Oxford Economics at

According to Jeffrey Gundlach, CEO of DoubleLine Capital, the U.S. Treasury market is signaling that the Federal Reserve must raise interest rates, not merely maintain hawkish rhetoric, to achieve its 2% inflation target. Speaking on Wednesday following the Fed's latest policy announcement, Gundlach

According to Jeffrey Gundlack, CEO of DoubleLine Capital, on Wednesday, U.S. Treasury market is signaling that the Federal Reserve needs to raise interest rates to achieve its 2% inflation target. "If you really want to reach the 2% goal, I think you must hike rates," Gundlach said following the Fed

Fed Chair Kevin Warsh reaffirmed the Federal Reserve's commitment to its 2% inflation target at a post-FOMC press conference on the 29th (local time), stating there is no relaxed inflation goal. However, bond markets responded with skepticism: 30-year Treasury yields surged from approximately 5.1% t

According to Steve Sosnick, chief strategist at Interactive Brokers, on July 29 the U.S. 30-year Treasury yield surged to 5.22%, marking its highest level since 2007, while the 10-year yield climbed to 4.69%. This occurred after Federal Reserve Chair Kevin Walsh's FOMC meeting remarks reaffirming th

Daishin Securities analyst Lee Kyung-min stated in a report that KOSPI entered excessive undervaluation territory following recent declines, with potential to recover to 9300 over the medium to long term. KOSPI's 12-month forward PER dropped to 4.85x, the lowest since 2000 and first time below 5x. L

Samsung Electronics announced record quarterly earnings on this day, with Q2 revenue reaching 171.5 trillion won and operating profit of 89.5 trillion won, marking the third consecutive quarter of record-breaking results. The strong performance was driven by AI memory demand expansion and

According to Shinhan Investment Securities, a single share of SK Hynix traded at its daily limit down price of 1.272 million won on the NXT exchange's pre-market opening on July 28, triggering a cascade of liquidations worth approximately 80 billion won in overseas crypto asset derivatives

According to Daishin Securities analyst Lee Kyung-min on July 30, South Korea's KOSPI index has entered severely oversold territory, with 12-month forward PER (price-to-earnings ratio) falling to 4.85x, marking the lowest level since 2000. The index dropped 33.19% this month on semiconductor

According to EmberCN, a whale address opened long positions on Hyperliquid on July 30 with a total value of $85.66 million, comprising $74 million in SP500 index futures, $6.8 million in Micron Technology (MU), and $4.86 million in Western Digital (SNDK). The position was underwater by

According to Samsung Electronics, the company confirmed on July 30 that it will proceed with its 3-year shareholder return policy as planned. This is the final year of the current policy, and Samsung said its board and management are currently discussing implementation details including special

According to Samsung Electronics on July 30, artificial intelligence chip demand remains strong and may exacerbate supply shortages next year, contradicting investor concerns that major tech companies' aggressive AI spending could slow growth. Samsung's stock rose 8% following the earnings call,

According to Philip Wee, senior FX strategist at DBS Group's Research, on July 30, the U.S. dollar may face pressure due to diverging forward guidance from the Federal Reserve and other central banks. The Fed's decision to remove forward guidance and hold rates unchanged has created volatility in

According to its Q2 earnings report, SK Hynix reported operating profit of 6.054 trillion Korean won, below analyst expectations of 6.422 trillion won, while revenue reached 7.9 trillion won versus the forecast of 8.4 trillion won. The underperformance reflects the company's higher exposure to

According to Hyperinsight, as of July 27, a whale holding a 2.6 million token short position on Longcin Technology (valued at approximately $18.36 million) is facing $1.7 million in unrealized losses. The whale has set take-profit limit orders between $2 and $4.5 per token, with a liquidation