Global TradFi & Macroeconomics

According to Bank of America data, U.S. stock markets hit record highs last week, with the S&P 500 reaching an all-time peak and the Nasdaq 100 posting its best weekly performance in nearly two months. Semiconductor-related ETFs saw particularly strong inflows, including a $2 billion surge into the

According to KB Securities, on Aug 10, Samsung Electronics is expected to announce a shareholder return policy with an annual scale ranging from 100 to 200 trillion won. This represents more than a tenfold increase compared to the current annual shareholder return level of 9.8 trillion won. KB Secur

According to Zhitong Finance, the Hang Seng Index rose 0.72% to 25,853 points at midday on August 10, gaining 185 points. The Hang Seng Tech Index climbed 0.37%, with midday turnover at 140.8 billion Hong Kong dollars. Gold-linked retailers surged as bullion prices advanced. Lao Fu Gold (06181)

According to Dow Jones Market Data, Nvidia (NVDA) surged 11.6% for the week through Friday, August 7, marking its best weekly performance since May 2025. The company's market capitalization increased by $562 billion—a record single-week gain in its history. The gains were driven by SpaceX CEO

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%.