Global TradFi & Macroeconomics

According to Foresight News, Tudor Investment Corporation increased its holdings of BlackRock's iShares Bitcoin Trust (IBIT) by 18.9% in the second quarter, ending a year-long period of selling. As of June 30, the firm held 688,529 shares of IBIT valued at approximately $22.9 million, up

According to KOSCOM ETF Check, individual investors in South Korea purchased inverse ETF products worth a combined 1,328 billion won over the past week, with KODEX 200 Futures Inverse 2X leading purchases. The product tracks the KOSPI 200 index at negative two times daily returns. Other inverse prod

According to Korea Exchange, on August 16, domestic retail investors in South Korea sold off holdings significantly despite recent market recovery. Short-selling positions have also increased this month, indicating that individual investors' sentiment remains weak even as the market rebounds from ea

Maxus, a South Korean non-memory semiconductor distributor, reported second-quarter earnings that significantly exceeded market expectations, driven by increased demand for FPGA (field-programmable gate array) chips used in HBM (high-bandwidth memory) testers and defense applications. The company's

Korean bank stocks remained stagnant despite record Q2 earnings, contrasting with global banks that surpassed year-highs. Samsung Securities researcher Kim Jae-woo attributed domestic underperformance to a '10% ROE' market preconception, with KB Financial's 1x PBR acting as resistance. The

According to Samsung Securities, Korean banks stagnated in the second quarter despite record earnings, while major global banks rallied past year-to-date highs following their Q2 earnings seasons. Samsung Securities analyst Kim Jae-woo attributed the divergence to a persistent market bias that Korea

According to BlockBeats, citing Citrini analyst Jukan, Nvidia's $500 billion financing guarantee arrangement with Wall Street on August 16 is designed to help major cloud service providers avoid GPU purchase disruptions when cash flows tighten and they can no longer rely solely on prepayment

According to Barron's, on August 16, Wall Street analysts raised their average price target for Micron Technology (MU) to $1,549, up significantly from its August 14 closing price of $970.20. UBS analyst Timothy Arcuri set a $1,625 target, valuing the company based on 2029 earnings

Samsung Electronics and SK Hynix margin trading credit balances surged as of the 14th, reaching 4.8821 trillion won and 4.8121 trillion won respectively, according to data compiled by Yonhap Infomax on the 16th. The increases came as semiconductor stocks rallied following reduced uncertainty

Shake Shack reported Q2 2025 revenue of $417.6 million, a 17.2% year-over-year increase, and adjusted earnings per share of $0.43, beating Wall Street consensus of $0.30 by 41.7%, during the April-June period. The premium burger chain's customer traffic grew 2.0% in Q2, marking the fourth

According to Yonhap Infomax, Samsung Electronics and SK Hynix saw their margin financing balances (credit trading volumes) surge to 4.88 trillion and 4.81 trillion Korean won respectively on August 14. The figures mark an increase of nearly 10% for Samsung and over 20% for SK Hynix compared to

According to its latest disclosure, HHLR Advisors, the investment management platform of Hillhouse Capital, increased holdings in Nvidia, Coherent, Corning, and Lumentum in the second quarter. The fund's total U.S. stock portfolio reached $832 million across 35 holdings as of the end of Q2, with

According to Bloomberg on August 16, S&P 500 companies posted 31% profit growth in the second quarter, beating the prior 23% estimate and marking the strongest expansion since 1992 outside post-recession recoveries. With earnings growing faster than index gains, the S&P 500's forward 12-month

According to the Korean Exchange and Korea Exchange Computer services on August 16, single-stock leveraged exchange-traded funds (ETFs) saw increased trading volumes on August 14 as large-cap semiconductor stocks recovered. However, the surge was primarily driven by profit-taking sell orders

According to Jin10, Harvard University's investment office disclosed holdings of $2.2 billion in SpaceX stock on August 16, making it the largest single stock position in its $4.3 billion U.S. equities portfolio. The University of California system disclosed approximately $1 billion in SpaceX holdin

According to HHLR Advisors, the investment platform disclosed its latest U.S. stock holdings as of the end of Q2, with a total portfolio value of approximately $832 million across 35 positions. During Q2, HHLR increased holdings in Nvidia, Coherent, Corning, and Lumentum, with a focus on

The Trump administration announced new tariffs on foreign-made drones and components on Friday (August 14), targeting military-sensitive large drones with 100% tariffs, while smaller drones and less sensitive components face 25% rates. The policy aims to reduce U.S. reliance on China's supply

According to RWA.xyz data, over the past month, tokenized stock market holders surged 100% to 1.31 million. Monthly transfer volume increased 179% to $231.3 billion, while the total value of tokenized stocks reached $2.38 billion.

According to Cointelegraph and RWA.xyz data, over the past month, tokenized stock holders doubled to 1.31 million. Monthly transaction volume surged 179%, reaching $23.13 billion, while monthly active addresses increased 34.62% to 572,000. The total market value of tokenized stocks grew 5.9% to $2.

US stocks hit a record high on the 7th (local time) despite July nonfarm payroll data showing a decline of 23,000 jobs, significantly missing expectations of an 80,000 increase. The S&P 500 rose 0.62% to a new all-time high following the employment report release. The positive market reaction