Global TradFi & Macroeconomics

According to Odaily Daily, the Shanghai and Shenzhen Stock Exchanges jointly released a draft LOF exit rule last weekend, specifying two types of mandatory delisting scenarios. The regulatory move aimed to address persistent market issues including high

According to Bank of Korea's economic statistics, Korean retail investors returned to buying U.S. stocks in July, with net purchases exceeding $4.6 billion. After recording net sales in the second quarter, individual investors resumed buying in June and intensified their purchases in July,

According to Jin10 data, domestic gold jewelry prices returned above 1,300 yuan per gram today (August 10), with multiple brand solid gold ornaments trading in the 1,302-1,308 yuan/gram range.

The USD Index is trading at 99.71 today (August 10), up 0.12% during the trading session, according to data from Gain Capital.

Academy Securities Head of Macro Strategy Peter Tchir pointed out in his latest Bloomberg analysis that the core contradiction facing U.S. households may have shifted from “prices are still rising rapidly” to “the prices that rose previously have never come back down.” He compared the Truflation real-time inflation tracker with official CPI and core PCE data, finding that the real-time indicator is now significantly below traditional inflation indicators. The Reversal in the Crossover Between th

Japan's three major banks are securing foreign currency liquidity to prepare for a potential surge in corporate dollar funding demand as the US-Iran conflict prolongs. MUFG Bank, Sumitomo Mitsui Banking Corporation, and Mizuho Bank held a combined $1.25 trillion in foreign currency deposits and

According to Nikkei Asia, Japan's three megabanks—MUFG Bank, Sumitomo Mitsui Banking Corporation, and Mizuho Bank—increased foreign currency liquidity buffers to $1.25 trillion as of end-June, marking an 18% increase from March 2025, as they prepare for prolonged U.S.-Iran tensions affecting

According to Guru Club, the Abu Dhabi National Oil Company (ADNOC) announced today that it will invest more than $8 billion to expand production capacity. The investment will advance the second and third phases of its rich gas development

According to UBS analysis of the Vera Rubin superchip bill of materials, memory semiconductors now account for approximately 62% of total platform cost, up sharply from 53% in the prior-generation Blackwell Ultra (GB300). The Vera Rubin superchip (containing one Vera CPU and two Rubin GPUs)

According to analyst Alpha Analyst, Micron Technology (MU-US) stock surged 208% year-to-date, but its valuation now faces scrutiny compared to rival SK hynix (SKHY-US). Earlier this year, Alpha Analyst rated Micron "Sell" and SK hynix "Buy," citing a significant valuation gap. Micron's forward

According to Jefferies, the investment bank cut its price target for Tesla to $350 from $400.

Kumho Petrochemical reported Q2 operating profit of 339 billion won on the 11th, a 420% increase compared to the previous year and 471% higher than the previous quarter, significantly exceeding market consensus of 147 billion won. The earnings surprise was driven by improved profitability in the

According to analysts at Shinhan Investment and BNK Investment, Kumho Petrochemical recorded an earnings surprise in the second quarter, with operating profit reaching 339 billion won, up 420% year-over-year and 471% quarter-over-quarter, significantly exceeding market consensus of 147 billion won.

According to state media, Yemen's Houthi forces launched a large-scale, high-intensity strike on August 9 targeting Saudi-backed armed forces at Mokha port in Taiz Province, deploying ballistic missiles and unmanned drones against assembly points and weapons caches. China's crude oil futures main c

According to Jin10, offshore yuan HIBOR rates mostly climbed on Monday (August 10), with the one-year rate hitting 1.70682%, marking the highest level in three weeks since July 20. Other tenors included overnight HIBOR at 1.34439%, one-week at 1.40636%, and two-week at 1.43515%.

SHIBOR overnight rate rose to 1.3770% today, up 1.6 basis points. The 7-day SHIBOR climbed to 1.4000%, up 0.9 basis points, while the 3-month SHIBOR held steady at 1.4300%.

Tesla and SpaceX CEO Elon Musk endorsed a Cloudflare study predicting that machine-generated internet traffic will surpass human traffic by 1,000 times within five years, while investor Michael Burry questioned the sustainability of AI investments in response. Cloudflare CFO Thomas Seifert stated th

According to Cloudflare, machine-generated Internet traffic will surpass human-generated traffic by 1,000 times within five years, with the inflection point arriving ahead of schedule in May 2026. Tesla and SpaceX CEO Elon Musk endorsed the research, stating on X that "AI agentic Internet traffic wi

According to Bank of America, the bank's Bull & Bear indicator rose to 9.7 this week, marking the highest level since 2021 and triggering a sell signal. Over the past seven days, $52.9 billion flowed into cash while $32.9 billion entered equities and $23.1 billion went to bonds. The technology

According to SoSoValue data, XRP spot ETFs recorded net inflows of $1.0127 million during the trading week of August 3-7 (EDT). Canary ETF XRPC led with $1.1467 million in weekly net inflows, bringing its historical cumulative net inflows to $468 million, followed by Franklin Templeton's XRPZ with $