Global TradFi & Macroeconomics

According to Kitco NewsWire, spot gold and silver prices declined in early U.S. trading Tuesday as traders took profits following gold's overnight two-month high. Spot gold traded near $4,386.30 per ounce, down 0.04%, while silver fell to $65.090, down 0.78%. Markets are shifting focus ahead of

In its latest earnings transcript, Lumentum confirmed demand for ultra-high-power laser chips will ramp in the second half of 2027, with CPO scale-up deployments expected to begin then. The company faces extreme supply-demand imbalance, with year-end shipments projected to reach $50 million to

Korea Cast Iron signed a 2.6 billion won contract with Samsung Heavy Industries on the previous day to supply large casting products for ships. The cumulative contract value reached 9.4 billion won under a framework agreement totaling 11.7 billion won signed in December. The company's order

BlackRock reduced the minimum threshold for swapping Bitcoin directly into its iShares Bitcoin Trust (IBIT) to $1 million, down from $25 million, head of digital assets Robbie Mitchnick announced on Bloomberg's ETF IQ show on August 10. The change allows Bitcoin holders to exchange coins for IBIT sh

UNICORN K-Bio Active ETF managed by Hyundai Asset Management declined 36.7% in July, recording the lowest return among 1,138 domestic exchange-traded funds excluding leveraged products, according to Korea Exchange market data analyzed on August 12. The ETF rebounded 39.53% by the August 10 closing p

According to Bloomberg, BlackRock's head of digital assets Robbie Mitchnick announced on August 10 that the minimum in-kind exchange amount for converting Bitcoin into iShares Bitcoin Trust (IBIT) has dropped to $1 million from $25 million. The move, revealed during Bloomberg's ETF IQ show,

Target (NYS:TGT) appointed its first-ever Chief AI Officer (CAIO) on the 11th (local time), selecting Chandu Nair to fill the newly created senior vice president role. The move responds to intensifying AI territory expansion

Foreign currency money market funds in South Korea reached 2.8901 trillion won on August 10th, surpassing the previous record of 2.8729 trillion won set on May 7th, according to the Korea Financial Investment Association. The growth accelerated as the US 1-year Treasury yield stood at 4.024%

Morgan Stanley analyst Eric Woodring released a report on the 11th (local time) stating that memory semiconductor demand surge and price increases show no signs of ending soon. In the report, Woodring diagnosed that companies are increasingly viewing memory 'chipflation' as a structural headwind

Cosmecca Korea shares surged 15.16% to 109,400 won on the previous trading day, according to the Korea Exchange. The stock hit an intraday 52-week high of 116,800 won. The rally followed the cosmetics manufacturer's record Q2 operating profit of 32.1 billion won, which beat market expectations

Lee Ho-nyeon, team leader at Mirae Asset ETF Management Division 1, recommended a 30% China allocation in investor portfolios during an interview last month on the 29th. Lee stated that most investors hold domestic Korean stocks heavily weighted toward memory semiconductors at over 60%, creating

European stock indices set multiple record highs on Monday (10th), with the pan-European Stoxx 600 index closing at 660 points for its fifth consecutive trading day at a record level. The index has reached seven new peaks since the second half of 2026, surpassing the S&P 500's two record highs

According to China International Capital Corporation research on August 12, U.S. inflation cooling remains the dominant trend going forward, with core commodity and housing rent inflation likely to remain subdued absent major supply shocks. Even if year-over-year readings face a slight rebound due t

According to CNBC, retail giant Target (NYSE: TGT) appointed Chandu Nair as its first Chief AI Officer and Senior Vice President on August 11. Nair previously served as Senior Vice President of stores, data, AI, and innovation at Lowe's Companies (NYSE: LOW), and held roles at Staples and Gap (NYSE:

According to the Financial Investment Association, foreign currency money market funds (MMF) reached 2.8901 trillion won on August 10, surpassing the previous record of 2.8729 trillion won set on May 7. The growth was accompanied by increased inflows to won-denominated MMFs, which

According to the Korea Exchange, Cosmecar Korea, a cosmetics contract manufacturer, surged 15.16% to 109,400 won on August 11, marking a 52-week high. Intraday, the stock peaked at 116,800 won, up 22.95%. The rally followed data from South Korea's Customs Service showing cosmetics exports

According to Hankyung News, on July 29, Lee Ho-yeon, ETF fund manager at MiraeAsset, recommended allocating approximately 30% of portfolios to Chinese equities to diversify risk. He noted that overconcentration in domestic stocks exposes investors to semiconductor sector volatility, as South

Strategy CEO Phong Le denied financial distress today as MicroStrategy shares fell sharply from $400 to $97, according to a Twitter post.

According to Lumentum's latest earnings call, the optics and semiconductor manufacturer raised its revenue guidance to $1.25 billion, representing 130% year-over-year growth. The guidance increase of approximately $250 million reflects accelerating momentum across component and system

According to Odaily, CoreWeave reported Q2 EBITDA of $1.51 billion, up 101% year-over-year, with a profit margin of 59%. The company's revenue reached $2.58 billion, slightly exceeding market expectations of $2.56 billion. Following the earnings release, CRWV stock gained nearly 15% in