Global TradFi & Macroeconomics

According to the Korea Exchange, Hanmi Pharmaceutical's stock fell 14% on July 29 (closing at 322,000 KRW) and declined an additional 4.1% the prior day, totaling a 17.54% drop over two days despite the company's second-quarter earnings beat. Hanmi reported Q2 operating profit of 131 billion KRW, e

According to Robinhood, the company's prediction market revenue reached $156 million in Q2 2026, surpassing cryptocurrency trading revenue of $100 million and equities revenue of $129 million. The company's total transaction-based revenues climbed 44% year-over-year to $776 million, while total

According to Bloomberg, CME Group plans to launch futures and options contracts linked to professional and college sports this summer, subject to regulatory approval. The contracts will be cash-settled with monthly and quarterly expiration dates, supported by index provider

According to the U.S. Energy Information Administration (EIA), American refineries processed an average of 17 million barrels of crude oil per day last week, the highest weekly average since September 2019. The refining capacity reflects full-scale efforts to meet global and domestic fuel demand

Korean financial authorities raised the base deposit for single-stock leveraged products to 30 million won in cash effective from the 31st. The new rules also fully block the use of substitute securities and same-day sale proceeds for trading these instruments. The measures target extreme

Starting July 31, South Korea's financial authorities will raise the minimum cash deposit requirement for single-stock leverage products to 30 million won and ban the use of substitute securities and same-day sale fund recognition, according to regulatory announcements. The measures aim to curb

Microsoft reported fiscal fourth-quarter earnings on Wednesday that exceeded analyst expectations, driven by strong Azure cloud revenue growth of 43% and total revenue reaching $90 billion, up 18% year-on-year. The beat was attributed to robust demand for cloud computing services, with Microsoft

According to News1, Samsung Electronics will release its Q2 earnings results and hold a conference call on July 30, with operating profit of 89.4 trillion won already announced on July 7. Investors are closely watching management commentary on long-term supply agreements (LTA), memory supply

According to CME FedWatch, following the Federal Reserve's policy statement on July 29, the probability of the Fed maintaining interest rates unchanged through September increased to 36.8%, while the likelihood of a cumulative 25 basis point rate increase fell to 63.2%. Prior to the announcement, th

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