Global TradFi & Macroeconomics

On August 12, South Korea's KOSPI index rallied 3.25% to break above 6,500, driven by strength in semiconductor stocks including Samsung Electronics and SK Hynix, according to real-time market data. Foreign investors provided support with 994.7 billion won in net buying on the KOSPI, though the

US President Donald Trump is considering capital gains tax cuts ahead of November midterm elections, according to Bloomberg. White House National Economic Council (NEC) Chairman Kevin Hassett explained that Trump wants to provide more incentives for voters to support the Republican Party in the Nove

According to Goldman Sachs, the investment bank expects core inflation (CPI) to be dragged down by the biggest decline in car insurance prices since the COVID-19 pandemic.

According to supply chain checks cited by Jefferies analyst Edison Lee, Apple's planned 20th anniversary all-glass iPhone for 2027 may be cancelled due to yield issues, prompting the analyst to downgrade the tech giant from "hold" to "underperform" and cut the price target from $285.56 to $263.66.

According to Bloomberg, on August 11, President Donald Trump is considering a capital gains tax cut ahead of November midterm elections to boost Republican voter support. Since the U.S. IRS treats digital assets as property, a reduction in capital gains tax rates would apply to Bitcoin and

Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics (PIIE) and former chief economist of the International Monetary Fund (IMF), criticized the US Treasury's recent intervention supporting the yen, stating it is unlikely to achieve significant results. Obstfeld

The Chicago Mercantile Exchange (CME), the world's largest derivatives market, will launch two futures contracts based on NVIDIA Graphics Processing Unit (GPU) on October 5. CME announced on the 11th (local time) through a statement that it will introduce the 'Silicon Data H100 Rental Index

South Korean government bond futures opened higher on August 12, tracking overnight gains in US Treasuries. The 3-year bond futures contract rose 4 ticks to 103.29 as of 9:04 AM, while the 10-year contract climbed 9 ticks to 105.83, according to Yonhap Infomax. The market showed a wait-and-see

According to Yonhapnews, SpaceX stock has returned to its IPO price level on August 12 as retail investor interest cools following post-listing volatility. The Korea Securities Depository noted that lock-up shares are being released in phases, while capital expenditure pressures in the second half w

National Pension Service won its final lawsuit against Samsung Securities on the 12th, seven years after filing. The Supreme Court 2nd Division confirmed Samsung Securities must pay 1.86 billion won in compensation for losses from the 2018 phantom stock dividend incident. On April 6, 2018, a Samsung

According to BlockBeats on August 12, Leopold's fund Situational Awareness holds approximately 5.99% of shares in Taiyo Yuden, one of the world's largest MLCC (multilayer ceramic capacitor) manufacturers. As of June 29, Leopold's average cost per share was around 17,446 yen, while the current

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