Global TradFi & Macroeconomics

According to Yonhap News, South Korea's President Lee Jae-myung dismissed여한구, the chief of the nation's trade negotiation bureau, at midnight on August 15. The move comes amid mounting trade challenges, including delayed U.S. investment and escalating American tariff pressures. The Ministry of

According to Financial Times, Jane Street suffered a $15 billion loss in July due to its investment in Situational Awareness, an AI-focused hedge fund founded by former OpenAI employee Leopold Aschenbrenner. The loss was disclosed to creditors as part of a debt financing transaction led by

Samsung Electronics' retail shareholder count approached 8 million in the first half of 2026, according to market data. This means approximately 1 in 5 South Korean adults now holds Samsung Electronics shares, based on an adult population of 43 million. The surge in small retail investors is

According to Binance research as reported by Cointelegraph, Generation Z traders on Binance's platform are increasingly allocating stock trading activity toward ETFs. In early August, ETF trading accounted for 25% of Gen Z traders' total trading volume. In July, ETFs represented 21.9% of the

According to Bloomberg, on August 14, Thrive Capital bought $215 million worth of Amazon shares, disclosed in a regulatory filing. The New York-based venture firm, led by Joshua Kushner, is extending its push into public-market investing. In a letter sent to limited partners earlier this week, Kushn

According to BlockBeats, on Friday, the U.S. stock market closed lower with the Dow down 0.20%, S&P 500 down 0.17%, and Nasdaq down 0.28%. Storage stocks maintained gains, with SanDisk (SNDK.O) up 7.39% and Micron Technology (MU.O) up 2.3%. Among semiconductor stocks, AMD (AMD.O) rose 6.5% while

According to Guru Club, WTI crude oil futures broke above $81 on August 15, rising more than 1.5% during the intraday session.

NH Investment & Securities published a Brazilian bond investment strategy report on the 15th, recommending investors currently focus on dollar-denominated bonds for interest income while waiting until after the October election to enter real-denominated bonds. The report attributes this timing strat

TPG acquired a 61.17% stake in Lotte Rental, South Korea's largest car rental company, through a stock purchase agreement signed on the 11th, with the transaction valued at 1.3105 trillion won. The deal follows Affinity Equity Partners' acquisition of SK Rent-a-Car, the country's second-largest

According to CME's FedWatch Tool, the probability of the Federal Reserve keeping rates unchanged in September is 67.5%, with a 32.5% chance of a 25 basis point rate hike. For October, the odds shift to 53.3% for unchanged rates, 39.8% for a 25 basis point increase, and 6.8% for a 50 basis point

According to BlockBeats, Tiger Global Fund significantly adjusted its portfolio in Q2 (as of August 15). The fund reduced Broadcom by 51.1% to 1.8 million shares and Google Class A shares by 45.4% to 5.8 million shares, while also trimming positions in TSMC, Microsoft, Meta, Nvidia, and

On August 13, the S&P 500 index broke above 7800 for the first time, closing at 7798 and marking the 27th record close of 2026. The rally was fueled by cooling expectations for a Federal Reserve rate hike in September. Supporting the rally, second-quarter blended earnings growth for S&P 500

According to NH Investment & Securities report on August 15, investors should prioritize dollar-denominated Brazilian bonds to capture current high yields while waiting until after October's presidential election to purchase real-denominated bonds. The strategy reflects concerns over fiscal policy u

According to E-Daily, TPG acquired a 61.17% stake in Lotte Rental, South Korea's top car rental operator, for 1.31 trillion won on August 15. The transaction was completed through a special purpose company, Lexicon Korea Holdings. This acquisition follows Affinity Equity Partners' earlier purchase o

According to Alternative.me, the Crypto Fear and Greed Index rose to 34 today, up from 29 yesterday, signaling a panic state in the market.

Dalba Global stocks fell 3.18% on August 15, closing at 228,500 won despite posting record-high Q2 2024 results with revenue of 186.9 billion won and operating profit of 47.2 billion won. The decline followed a 9.9% drop the previous day as the company's Q3 guidance — revenue of 170 billion won and

According to the U.S. Energy Information Administration (EIA), crude oil production is forecasted to average 13.83 million barrels per day in August, up slightly from 13.82 million bpd in July, before declining to 13.77 million bpd in September. U.S. natural gas output is expected to average 122.6 b

The Trump administration announced new tariffs on foreign-made drones and critical components on August 14, with the policy driving U.S. drone and defense stocks significantly higher. Military-grade drones with sensitive capabilities such as thermal imaging will face 100% tariffs, while small drones

According to Charles Schwab's Schwab Market Perspective, the Bitwise 10 Large-Cap Crypto Index fell 3% since last Friday, with Bitcoin down 3% and Ethereum down 2% this week. Bitcoin continues to display low correlation characteristics relative to traditional markets. The U.S. Senate entered

SK Group Chairman Choi Tae-won filed a Supreme Court appeal against a remand court ruling ordering him to pay 944 billion won in cash to Roh So-young, director of Art Center Navi, in their divorce asset division case. Choi's legal team submitted the appeal document around midnight on the previous