Global TradFi & Macroeconomics

According to Yonhap Infomax, South Korea's government bond futures rose on August 12, with 3-year contracts gaining 4 basis points to 103.29 and 10-year contracts rising 9 basis points to 105.83 at 9:04 a.m. The market followed overnight strength in U.S. Treasuries, where 2-year yields fell 3.3bp to

According to an essay published by the Peterson Institute for International Economics on August 12, Morris Oppsfeld, former chief economist at the International Monetary Fund, criticized the U.S. Treasury Department's recent yen intervention, saying it is unlikely to achieve significant results. Opp

Spot gold rallied to $4,400 per ounce today (August 12), with intraday gains of 0.74%.

According to the Korea Exchange, KOSDAQ rallied 19.18% from July 31 through August 11, rising from 719.76 to 857.84 points, significantly outperforming the KOSPI, which fell 3.79% to 6,345.53 points over the same period. Securities analysts attribute the rebound to improved liquidity, supportive

Samsung Electronics and SK Hynix are drawing market attention with anticipated shareholder return policies following record semiconductor boom performance. Combined returns could approach 300 trillion won according to securities industry estimates. Samsung Electronics is expected to disclose

According to Ryan Detrick, the S&P 500 gained more than 10% in April.

According to Ryan Detrick, the S&P 500 rose more than 19% over two months from late March lows, marking one of the largest two-month rallies in history.

Velo3D reported $20.7 million in Q2 revenue, a 52.3% increase from last year, beating analyst estimates of $13.52 million. CEO Arun Jeldi attributed the performance to stronger factory utilization and tighter cost controls, which improved the company's gross

According to Yonhap Infomax, on August 12, South Korea's National Tax Service announced new measures to intensify crackdowns on tax evasion. NTS chief Lim Gwang-hyun unveiled the national tax administration operating plan during a meeting with tax office directors in Sejong. A new dedicated unit

According to Yonhapinfomax, the dollar-won spot on Seoul's foreign exchange market traded at plus 0.05 Korean won (KRW) on August 12, based on broker quotes.

The Hang Seng Index opened 154 points, or 0.6%, lower at 25,498 this morning, extending losses after breaking below the 250-day moving average yesterday as China-focused stocks weakened overnight. The benchmark breached 25,745 amid losses in the Nasdaq Golden Dragon China Index, which fell

Kingdee International (HK: 0268) reported half-year profit of 54.497 million CNY, reversing a loss of 97.738 million CNY in the same period of 2025. The stock fell 5.3% to 8.515 CNY following the announcement, with trading volume exceeding 100 million units. Half-year revenue reached 36.25

CoreWeave's second-quarter revenue surged 112% year-over-year to $2.58 billion, exceeding analyst estimates of $2.56 billion, according to the company's Q2 report released Tuesday evening. The strong results triggered overnight gains in neocloud stocks, with Nebius (NBIS) rising 7%, CoreWeave

According to Asia Economy on August 12, Samsung Electronics plans to announce specific shareholder return plans including special dividends as soon as this month, with annual shareholder returns expected to reach 100-200 trillion won, roughly 10 times higher than the current 9.8 trillion won annual

According to financial data provider FnGuide, on August 12, South Korean brokerages issued 951 target price downgrades over the past month for Samsung Electronics and SK Hynix, nearly tripling the 342 upgrades issued in the same period. Following stock declines of 6.3% and 10.37% respectively on Aug

Velo3D reported $20.7 million in Q2 revenue, up 52.3% year-over-year, beating analyst consensus estimates of $13.52 million, with stock surging 16% overnight. Gross margin improved to 21.5% from negative 11.7% a year prior, while cash reached $91.1 million. The company raised full-year 2026 revenue

According to Edaily, U.S. 30-year Treasury yields reached 5.28% on August 12, marking the highest level since July 2007. The 10-year yield also surpassed 4.74%. July consumer price index (CPI) data is scheduled for release at 9:30 p.m. today. The movement in U.S. Treasury yields and upcoming CPI rea

Korea Exchange (KRX) will raise the minimum trading unit for single-stock leveraged exchange-traded funds (ETFs) and exchange-traded notes (ETNs) from 1 share to 20 shares, with implementation potentially as early as September according to financial investment industry sources on August 12. The

According to its IPO prospectus, Gorelli, a Chinese semiconductor software provider, recently passed Hong Kong Stock Exchange listing hearing. The company, established in 2007, develops intelligent manufacturing software solutions for semiconductor, display panel, PCB, and photovoltaic industries. I

According to CoinDesk, Bitcoin has traded in a narrow range between $62,000 and $66,000 over recent weeks, lacking clear directional momentum. ETF inflows have been offset by large spot selling from miners and other institutional holders, creating a tug-of-war effect that prevents meaningful price m