Global TradFi & Macroeconomics

According to Korea Exchange (KRX), cosmetics ODM manufacturer Cosmeka Korea jumped 15.16% to 109,400 Korean won on August 11, reaching a new 52-week high. The stock hit an intraday peak of 22.95% as the company posted record quarterly earnings in Q2, driven by expanded product lines and customer

According to Barron's, Micron Technology (MU) shares rose 0.9% to $869 on Tuesday, August 11, marking the first gain since the previous Wednesday. Wall Street analysts expect the stock to continue improving as the market recognizes the severity of memory chip shortages. Mizuho analyst Vijay Rakesh r

Brazilian assets underperformed global peers on Tuesday (August 10) as political concerns ahead of the presidential election in October began weighing on investor sentiment, according to market reports.

US Treasury bond prices rose on August 11 (US Eastern Time), with the 10-year yield falling 1.80 basis points to 4.6840%. Pakistan's Defense Minister Khawaja Asif stated that 'signals over the past 2-3 days indicate we are close to some agreement' between the US and Iran. The statement revived

According to Pakistan's Defense Ministry, U.S. 10-year Treasury yields fell 1.80 basis points to 4.684% on August 11 (U.S. Eastern Time), with the 2-year rate declining 3.10 bp to 4.216%. Pakistan's Defense Minister Khawaja Asif stated that signals in recent days indicate a potential agreement

Eurizon SLJ Capital says the dollar has peaked against the yen following joint US-Japan yen intervention on July 30 and 31. The firm's CEO Stephen Jen and portfolio manager Joana Freire made the call in a Tuesday note, projecting the yen will reach 125 per dollar, representing a gain of more

According to Goldman Sachs Asset Management's Sung Cho, AI investment focus is shifting from GPU makers to optical communications suppliers. As of August 10, Cho named Lumentum (LITE-US) and Coherent (COHR-US) as the next major winners, citing connectivity as the emerging bottleneck. Lumentum

According to Eurizon SLJ Capital, the dollar has peaked against the yen following the joint US-Japan intervention on July 30-31. CEO Stephen Jen, creator of the 'dollar smile' theory, said on Tuesday the yen could reach 125 per dollar, representing a gain of more than 20% from current levels. The

According to Fortune, the U.S. government accumulated $963 billion in debt interest payments between October 2025 and July 2026, averaging roughly $96 billion per month.

According to iShares data, the world's largest silver ETF—iShares Silver Trust—increased holdings by 106.82 tonnes day-on-day as of August 10, bringing total holdings to 15,313.54 tonnes.

According to Intel CEO Lip-Bu Tan, the company completed its planned $20 billion capital raise yesterday (August 10), marking one of the largest follow-on equity offerings on record.

Brazil's largest bank Itaú is partnering with OpenAssets to pilot the issuance and trading of tokenized bonds and funds onchain, according to Brazil's markets regulator ANBIMA. The pilot marks a major step toward bringing traditional financial instruments onto blockchain infrastructure in Latin

Cosmax Korea stocks hit a 52-week high on the previous trading day after the cosmetics ODM manufacturer reported second-quarter earnings that exceeded market estimates by 16%. The company's shares closed 15.16% higher at 109,400 won, reaching both intraday and closing 52-week highs. The surge

According to Korea Economic Daily, Cosmecare Korea, a cosmetics ODM manufacturer, reported operating profit of 32 billion won for Q2 on August 11, surpassing market consensus of 27.7 billion won by 16 percent.

The U.S. dollar index held flat at 99.82 on Tuesday (Aug. 11) as forex market participants awaited key inflation data expected Wednesday and Thursday. The market is focused on July consumer price index (CPI) and producer price index (PPI) data, which will follow last week's weaker-than-expected

According to ETNews citing supply chain sources, Apple extended its OLED panel inventory cycle from approximately 4 weeks to 6 weeks in the second quarter, signaling early stockpiling to secure better pricing amid rising memory costs. The company also increased Q2 panel orders above historical

Nasdaq has agreed to acquire LeveL Markets, the third-largest alternative trading system in the U.S. by trading volume, to build infrastructure for tokenized securities and extended trading hours. LeveL processes hundreds of millions of shares daily, serves over 2,500 buy- and sell-side clients, and

According to Korea Exchange, on August 12, 23 of 36 listed companies trading below 1,000 Korean won for at least 25 consecutive trading days will face delisting as the first wave of managed status designation takes effect on August 13. The 36 target companies include 28 from KOSDAQ and 8 from

S&P 500 earnings have risen 15.9% year-to-date in 2026, while 2027 is forecast at 13.5% growth, according to social media posts tracking earnings trends.

According to South Korea's Financial Supervisory Service, BlackRock Fund Advisors disclosed on August 11 that it holds 2.694 million shares of Altogen, representing 5.03% of the company's total equity. The filing, based on holdings as of August 7, reflects the asset manager's significant positions i