Global TradFi & Macroeconomics

Bank of Korea released its July corporate sentiment survey on the 30th, showing the all-industry Corporate Business Survey Index (CBSI) rose 0.8 points to 98.5 from the previous month. The manufacturing sector drove the overall improvement with a 2.0-point increase to 103.2, supported by gains in ne

According to Bank of Korea's July corporate sentiment survey released on July 30, the overall corporate sentiment index (CBSI) rose 0.8 points to 98.5, with a forecast of 96.5 for August. However, manufacturing and non-manufacturing sectors diverged sharply. Manufacturing sentiment increased 2.0 poi

According to Yonhapinfomax, SK Hynix ADR shares fell 2.60% to close at $126.79 on July 29, marking the fourth consecutive trading day decline. The stock initially rose on early bargain-buying demand but reversed sharply after the Federal Reserve held rates steady and U.S.

Meta stock fell 10% after market close on July 29, 2026.

Korean investment experts assessed the KOSPI index decline to the 5000 level on the 29th as approaching a market bottom, according to statements compiled by the Korea Economic Daily. Park Hyun-joo, Chairman of Mirae Asset Group, stated this represents the first buying opportunity this year for

Align Technology reported second-quarter net revenue of $1.06 billion in 2026, exceeding analyst expectations of $1.05 billion. The dental technology company outperformed consensus estimates by approximately $10

Korean securities firms' IPO departments reported 27 new stock market listings in the first half of this year, according to the Korea Exchange and investment banking industry sources on July 29. The decline from 40 listings in the first half of last year and 53 in the first half of 2024 stems from r

According to E-daily on July 29, South Korea's investment banking IPO registrations fell to 27 in the first half of 2026, down from 40 in the first half of 2025 and 53 in the same period of 2024, as shrinking deal flow prompted major securities firms to scale back IPO divisions. Shin Han

Japan is facing the aftermath of a 7.1-magnitude earthquake that struck off the coast of Kyushu, triggering tsunami warnings along the coast. TSMC evacuated workers from its nearby plant as a precaution, while Sony and Fujifilm also evacuated employees from facilities in the area. The earthquake str

A 7.1-magnitude earthquake struck off the coast of Kyushu in Japan's Kumamoto Prefecture on July 29, triggering tsunami warnings. TSMC, Sony Semiconductor Solutions, and Tokyo Electron evacuated workers from nearby facilities in the region, which has become a major semiconductor hub. While the

Shares of AT&T, Verizon, and T-Mobile fell on Wednesday following a Semafor report that SpaceX is seeking wireless spectrum suited for urban and densely populated areas. AT&T closed down around 3%, Verizon fell about 2%, and T-Mobile declined nearly 0.5%. The report cited people familiar with the ma

On Wednesday (July 29), spot gold rose 0.87% to $4,064.63 per ounce, with the session trading range of $3,996.06-$4,116.47. COMEX gold futures gained 0.91% to $4,123.30 per ounce. Spot silver increased 0.80% to $57.6059 per ounce, while COMEX silver futures rose 0.78% to $57.825. COMEX copper futur

According to Semafor, shares of AT&T (T), Verizon (VZ), and T-Mobile (TMUS) fell on Wednesday following reports that SpaceX is seeking wireless spectrum for urban and densely populated areas. T fell around 3%, VZ dropped about 2%, and TMUS closed nearly 0.5% lower. SpaceX is reportedly

According to CNBC host Jim Cramer, SK Hynix became a "monster" disrupting global markets after the South Korean chipmaker reported second-quarter earnings Wednesday, with the stock plunging 9.61%. Cramer stated that market trading no longer reflects DRAM fundamentals but is driven by leveraged

US stocks fell sharply on May 29 (local time), with the Dow Jones Industrial Average recording its largest single-day drop in 13 months. The Federal Reserve held interest rates steady for the fifth consecutive meeting but adopted a hawkish stance that drove long-term Treasury yields higher. The

According to Bloomberg, U.S. 30-year Treasury yields rose more than 11 basis points intraday on July 29, following Federal Reserve Chair Kevin Walsh's press conference. The broader stock market indices erased their earlier gains amid the bond market

According to StoneX strategists on Wednesday, markets are overstating the probability of Federal Reserve rate hikes. Futures currently assign a 36% probability to a hike this week, 91% for at least one by year-end, and 60% for more than one hike, figures StoneX Chief Strategist Kathryn Rooney Vera s

According to Bloomberg, the EV Price Return Index rose 0.76% to 3261.71 on Wednesday, July 29. Asia-Pacific markets showed significant gains around 10:00 Beijing time, before steadying near 3270. The index hit its daily high late in the session as Federal Reserve Chair Powell's press conference

Bloomberg has agreed to acquire Canoe Intelligence, an AI-powered alternative investment data platform, to expand its private markets capabilities. Canoe serves over 500 institutional clients including asset owners, wealth managers, and family offices, collectively representing more than $11