Global TradFi & Macroeconomics

MSCI Korea Standard Index added LG Innotek and removed four companies in its August regular review announced on the 13th. Samsung Epis Holdings, POSCO International, LG Display, and HLB were excluded from the index. The changes reflect AI investment trends driving demand for data center

According to Jin10, analyst Francesco Pesole from ING stated on August 14 that EUR/USD appears undervalued and will see modest appreciation in the coming weeks. The bank's model shows fair value for EUR/USD in the short term is between 1.1600 and 1.1650. Pesole attributed this to narrowing

According to South Korea's Financial Investment Association, LG Innotek was added to the MSCI Korea Index during the August regular rebalancing on August 14, riding the wave of artificial intelligence investment demand. The company, a key supplier of circuit board substrates essential for AI

According to Gate market data, Hong Kong's Hang Seng Index closed down 279.66 points, or 1.1%, at 25,116.85 points on August 14. The Hang Seng Tech Index fell 1.77% to 4,707.62 points.

According to its quarterly filing, FG Nexus held no digital assets as of June 30, 2026, marking the end of an Ethereum treasury strategy launched less than 11 months earlier. The Nasdaq-listed company generated $60.96 million in cash proceeds from Ether sales during the first half of 2026 and

The U.S. July retail sales data is scheduled for release tonight at 8:30 PM. Market consensus projects a month-over-month increase of 0.1%. The report, which measures consumer spending and purchasing power, comes as the Federal Reserve faces mounting internal disagreements and international gold

Korean treasury yields turned negative on the afternoon of August 14, reversing earlier gains as concerns grew over potential consecutive rate hikes at the Bank of Korea's monetary policy meeting scheduled for month-end. The 3-year treasury benchmark rate traded at 3.797% as of 2:49 PM, up 2.0

According to BlockBeats, storage sector stocks extended gains on August 14, with SanDisk rising 2.1% in U.S. pre-market trading, following yesterday's announcement of double-digit mid-to-high revenue growth targets and a plan to return 100% of excess cash to shareholders. Other storage players

According to the semi-annual reports disclosed on August 14, HD Hyundai Chairman Jung Ki-sun received a total of 1.56 billion won in compensation from HD Hyundai and HD Korea Shipbuilding & Offshore Engineering in the first half of 2026. At HD Hyundai, Jung earned 844 million won as representative d

According to Yonhapinfomax, on August 14, South Korea's 3-year government bond yields rose 2.0 basis points to 3.797%, while 10-year yields gained 0.3 basis points to 4.303%. The 3-year government bond futures fell 5 ticks to 103.24. Market participants remained cautious ahead of the Bank of Korea's

According to reports on August 14, South Korea faces a corporate bond maturity surge in September, with 7.5 trillion won (approximately 28% of H2 maturities) due that month. Major issuers including Lotte Group, Hana Securities, and SK Coway are preparing new issuances to refinance expiring debt.

According to Jin10 Futures, on August 14 at 4 p.m., the CFETS-NEX people's yuan liquidity sentiment index fell to 47, down 1 point from 2:30 p.m. Breakdowns showed large banks at 46, mid-sized banks at 48, and non-bank institutions at 46, each declining 1 point.

According to ChainCatcher and Gate data, Applied Materials (AMAT.O) stock fell 5% during premarket trading on August 14.

Cho Hyun-beom, chairman of Hankook & Company, received reduced compensation in the first half of 2026 compared to the previous year. According to a semi-annual report disclosed on the electronic disclosure system (DART) on the 14th, Cho received a total of KRW 553 million from Hankook Tire &

EUR/CHF climbed 0.1% to 0.9398 today, marking its highest level since August 2025.

According to the UK Maritime Trade Operations Office, a tanker came under drone attack while transiting the Strait of Hormuz on Thursday (August 14). The vessel sustained minor damage, all crew members were confirmed safe, and no environmental impact was

According to a UBS report on CK Infrastructure's H1 results, the company's interim dividend of HK$0.746 per share rose 5% year-over-year, falling short of the bank's 13% expectation and likely disappointing investors. The company reported H1 underlying earnings of HK$12.6 billion, up 7% but below U

According to Jin10, gold futures fell 0.8% this week to $4,385.90 per ounce as investors took profits following a sharp rally that briefly broke above the $4,400 mark. Sucden Financial analysts noted that while the overall uptrend remains intact, both major markets failed to hold recent highs,

Revolut's private-market valuation is climbing, with secondary-market pricing indicating an implied valuation of approximately $125 billion—roughly $10 billion above the $115 billion level established through its July 22 employee share sale. This represents an increase of about 8.7% in only a few

According to France's Agriculture Minister Annie Genevard, severe heat and drought have inflicted devastating losses on French farmers this summer. Genevard stated that the combined impact of high temperatures and water scarcity caused "catastrophic damage" to French agriculture. The government