Global TradFi & Macroeconomics

A tanker paid $4 million to expedite passage through the Panama Canal, according to a report shared on Twitter. Wait times at the canal have stretched beyond one week as vessels seek alternative routes due to disruptions caused by the Iran

According to Guru Club, spot silver broke above $65 per ounce on August 12, rising 0.09% intraday. New York COMEX silver futures also surpassed the $65 mark but declined 0.04% during the same period.

Big Tech and artificial intelligence companies including OpenAI, NVIDIA, Microsoft, Oracle, AMD, and CoreWeave are engaged in a circular investment structure known as Ouroboros Financing, where firms simultaneously act as investors, customers, and suppliers to one another, inflating revenues and

Korea Financial Investment Association earned an estimated 4.5 to 5.7 billion won from mandatory education fees related to single-stock leverage products for Samsung Electronics and SK Hynix, exceeding the combined 3.9 billion won in management fees earned by eight asset management companies that la

According to Korea Economic TV, U.S. stock market indices declined overnight on August 10. The Dow Jones fell 0.34%, the S&P 500 dropped 0.32%, and the Nasdaq retreated 0.6%, accompanied by lower trading volume. The decline reflects market caution ahead of the Consumer Price Index (CPI) data

KB Securities recommended five US semiconductor stocks on August 12, citing rapid valuation normalization following July's price correction. Analyst Kim Se-hwan identified Micron, NVIDIA, Broadcom, AMD, and ASML as top picks. The July price adjustment reflected premium normalization rather than

According to BizWatch, South Korea's Financial Investment Association (FIA) collected an estimated 4.5 to 5.7 billion won in tuition fees from mandatory pre-education courses for single-stock leveraged products related to Samsung Electronics and SK Hynix as of August 11, 2026. The figure

U.S. stock indexes declined on August 11 as crude oil prices surged and investors grew cautious ahead of Wednesday's July CPI report. The S&P 500 fell 0.3% to 7,728.2 points, the Nasdaq Composite dropped 0.6% to 26,445.5 points, and the Dow Jones Industrial Average declined 0.3% to 53,791.9 points.

According to Zhitong Finance, Sinopharm Sinlite's (002294.SZ) Hong Kong IPO prospectus, originally submitted on February 12, 2026, expired on August 12, 2026. Goldman Sachs, Citigroup, and CITIC Securities served as joint sponsors of the listing. Sinlite is a leading pharmaceutical enterprise in cardiovascular-renal-metabolic syndrome treatment, and was ranked as China's second-largest innovative drug company in the cardiovascular sector by revenue in 2024, according to Frost & Sullivan.

Twenty One's new CEO Raphael Zagury wrote a Tuesday letter to shareholders addressing concerns about the Bitcoin treasury company following its Q2 2026 quarterly earnings release, which showed a net loss of $413.5 million driven by a non-cash change in fair value of its BTC holdings. The letter

AMD announced surging demand for high-performance server CPUs at the KeyBanc conference, projecting server business revenue growth exceeding 80% in the second half and minimum 70% growth by 2027, while Intel completed a $20 billion equity offering that attracted strong investor demand. The

According to Raphael Zagury, Twenty One's new CEO, on Tuesday (August 11), the Bitcoin treasury company will evolve beyond a pure Bitcoin holdings vehicle, addressing shareholder concerns following Q2 losses. Twenty One posted a net loss of $413.5 million in Q2 2026, primarily driven by non-cash

According to Bitcoin For Corporations, Strategy's USD reserves increased to $4.65 billion from $3.75 billion two weeks earlier, while the company has sold approximately 7,000 BTC since late June 2026. The cash accumulation supports Strategy's issuance of preferred securities

According to AMD at the KeyBanc Conference today (August 11), demand for high-performance server CPUs has surged significantly. The company forecasts server business revenue to grow more than 80% in the second half of 2026, with full-year 2027 revenue expected to expand by at least 70%. AMD also

Samsung Electronics' 24-hour futures rose 1.7% and SK Hynix gained 1.9% in overnight trading ahead of August 12 market open, according to pre-market data tracked on social media. SK Hynix's Nasdaq ADR surged 4.7% overnight, signaling strong semiconductor sector momentum ahead of the Korean market op

According to Korean Economic TV, U.S. non-farm payroll employment unexpectedly declined in July, prompting market participants to lower expectations for a Federal Reserve rate hike in September. The data reinforced concerns about labor market weakness, though analysts noted the case for holding rate

According to Jin10, CME and Silicon Data will launch cryptocurrency computing power futures in October. The new contract will enable traders to hedge exposure to compute resources used in cryptocurrency mining and AI

According to Iran's Oil Minister Mohsen Paknejad, on August 11, Iran is repairing four damaged natural gas processing facilities with plans to restore daily production capacity to 95 million cubic meters by late September. Paknejad stated that reconstruction work is proceeding rapidly and is

According to KB Securities and official statements, Samsung Electronics and SK Hynix are expected to announce significant shareholder return policies starting August 12, with analysts projecting combined annual disbursements of at least 150 trillion won. Samsung reported 89.4 trillion won in

According to government data released Tuesday, Texas power demand is now projected to grow 5.6% next year, down from the 14% annual load growth forecast issued in July. The revision follows Texas's decision on August 3 to audit all data center projects seeking grid connection, effectively pausing th