Global TradFi & Macroeconomics

According to a Reuters survey released today, the U.S. 10-year Treasury yield is forecast to decline to 4.50% over the next three months and remain at that level for the following three months, before falling further to 4.34% in one year. This compares to July forecasts of 4.48%, 4.48%, and 4.39% re

According to Digital Today, NHN KCP disclosed Q2 provisional earnings on August 11. Second quarter consolidated revenue reached 383.38 billion Korean won, up 27.5% year-over-year, while operating profit was 154.4 billion won, up 24.8% YoY, and net profit was 129.7 billion won, up 35.9% YoY. Accordi

According to an AI stock recommendation published on August 11 at 3:45 PM, three South Korean stocks topped the list: F&F (80 won, down 1.5%, up 49% year-to-date), APR (79 won, down 1.6%, up 25%), and Shift Up (76 won, up 3.2%, up 8%). The broader Korean market closed mixed, with KOSPI rising 0.9% t

According to TD Cowen Washington Research Group on August 10, the CLARITY Act cleared the Senate Banking Committee by a comfortable 15-9 bipartisan margin but faces a 75% chance of failing before reaching a final vote. A cloture motion is scheduled for 2:15 p.m. ET on September 15. The Digital

According to SpaceX's Q2 earnings report, the company's stock closed at $138.63 on Tuesday (August 11), reclaiming its $135 IPO price and recovering 23% in five sessions after plunging below $115 in late July. Q2 revenue reached $7.8 billion, up 92% year-over-year and beating analyst expectations

Wharf Holdings (00004) Chairman Ng Tin Hoi stated the company sees no signs of recovery in mainland China's non-residential property market and will prioritize reinvestment in Hong Kong's property sector. The shift follows cash inflows from liquidating long-term investment portfolios and Hong Kong d

Xinken Intelligence (01967) announced on August 11 that it expects a net loss of approximately 5 million RMB for the six months ended June 30, 2026, compared to a profit of approximately 2.2 million RMB in the same period of 2025. The loss reflects a gross margin decline of 5-7%, driven by

South Korea's KOSPI 200 volatility index (VKO) plunged over 36% to 62 in approximately one and a half months, reaching its lowest level in roughly three months, according to data from the Korea Exchange released on the 11th. The sharp decline was driven primarily by large-scale withdrawals of

Flitto (300080) released its second-quarter 2024 results on August 11 through its semi-annual report, revealing a quarterly turnaround despite year-over-year declines. The Korean stocks company reported Q2 revenue of 8.106

According to Wintermute's latest market report, U.S. spot BTC ETF saw net inflows of approximately $853.5 million last week, marking the strongest weekly performance since mid-April. ETH ETF recorded net inflows of about $244.9 million during the same period, bringing combined flows to approximately

Securities firms forecast that South Korea's KOSPI index will follow a 'square root (√)' shaped recovery pattern rather than a V-shaped rebound or L-shaped stagnation. The analysis comes as KOSPI explores directional movement around the 6000 level following a record plunge. The recovery scenario

Korean domestic stock ETFs recorded 7,150 billion won in outflows this month as the KOSPI declined sharply since July. The outflows follow a contraction of approximately 100 trillion won in total ETF net assets over roughly two months. South Korea's ETF market, which dominated the first half of the

Korean cosmetics manufacturing stocks surged 18.7% as of 1:01 PM local time today (Aug 11), with trading volume reaching 41.3 billion won, according to social media reports.

According to Kowloon Development Company Limited chairman Moses Wu, the group will prioritize Hong Kong property investments while reducing mainland exposure due to persistent office market oversupply. Wu stated that the company increased provisions by over 500 million Hong Kong dollars in the

According to Bloomberg, the Japanese yen lost half its gains within 10 days after an unprecedented U.S.-Japan joint market intervention, closing at 159.29 yen per dollar on August 11 and marking the worst performer among G10 currencies. The Bank of Japan and U.S. authorities jointly intervened on A

Memory semiconductor manufacturers face a production trade-off where manufacturing 100 bits of HBM3E high-performance memory requires sacrificing 300 bits of conventional DRAM output, according to industry data disclosed at a KeyBanc forum on August 10. Micron Technology stated at the forum that DRA

According to the Korea Exchange, South Korea's KOSPI 200 Volatility Index (VKO) fell from 97 to 62 on August 11, marking a 36% decline and the lowest level in three months. The stock market continues to experience volatility, with circuit breakers still being triggered despite the improvement in the

Samsung Electronics is accelerating workforce deployment at its Texas Taylor foundry, targeting operation launch by year-end 2026 and expanded production in 2027, according to reports. The company is ramping up hiring efforts to meet its

The NFIB small business optimism index reached its highest level since August 2025, signaling renewed confidence among small business owners in the current economic environment.

Korean domestic stock exchange-traded funds (ETFs) recorded net outflows of 715 billion won in August following a sharp decline in the KOSPI index since July. According to market data, the total net asset value of ETFs had fallen by approximately 100 trillion won over the past two months,