Global TradFi & Macroeconomics

According to Yonhapinfomax bond market data, South Korea's 30-year government bond yield reached a record high of 4.685% on August 13, surpassing previous highs. The yield has surged over 110 basis points in the past four months. Insurance companies, typically major end-investors in long-term

Korean celebrities including broadcaster Kim Gura have begun publicly disclosing specific stock investments and trading prices on television and social media platforms. Kim Gura stated on MBC's 'Radio Star' that SK Hynix stocks at 1.32 million won

According to Korean Economic Daily, South Korea's KOSPI index closed at 6,977.94, up 2.42%, on August 14, as foreign investors' net purchases of 3.04 trillion won and recovery in U.S. technology stocks provided support. The index briefly exceeded 7,000 during the session before profit-taking

According to News1, citing data from the Financial Investment Association, retail investors using South Korea's domestic return accounts (RIA) suffered significant losses in July after concentrating 1.135 trillion won in Samsung Electronics and SK Hynix. The two semiconductor stocks accounted

According to KB Financial Group research released on August 14, South Korean celebrities are openly disclosing specific stock recommendations and purchase prices, raising concerns about unregulated financial influence. Broadcaster Kim Koo-ra stated on August 12 that SK Hynix at 1.32 million won

Bank of America, JP Morgan, and Morgan Stanley announced multi-trillion-dollar infrastructure investment initiatives targeting US AI expansion and manufacturing competitiveness. BofA launched its $250 billion Critical Infrastructure Finance Initiative on August 13 (local time), covering an

Citibank Korea announced on the 14th that it achieved record quarterly performance in Q2 2025, posting total revenue of 368.2 billion won and net profit of 186.8 billion won. The bank's revenue increased 27% and net profit surged 86% compared to the same period last year. The strong results were

Goldman Sachs stated on the 14th (local time) that lower credit-rated bonds are becoming more attractive investments compared to higher-rated corporate bonds. The investment bank cited high real interest rates and increased artificial intelligence (AI)-related corporate bond issuance as key

Citibank Korea posted record quarterly net profit of 186.8 billion Korean won in Q2 2026, up 86% year-over-year, the bank announced on August 14, according to Yonhap Infomax. Total revenue reached 368.2 billion won, up 27% from the year-ago period. Non-interest income surged 59%, driven by gains in

According to Business Insider, Bank of America launched a $250 billion Critical Infrastructure Finance Initiative on August 13 (local time) to invest in U.S. infrastructure over the next 18 months. The initiative, running through July 4 next year, focuses on strategic sectors including digital infra

Hyundai Motor stocks rose 8.36% to 453,500 won as of 3:06 PM on the 14th, according to Korea Exchange data. The increase was driven by expectations surrounding the upcoming Genesis hybrid launch and strong automobile export performance. Analysts attribute the rally to growing confidence in second-ha

LG Electronics retail shareholders surpassed 1 million for the first time at the end of June, reaching 1,227,359 individuals compared to 511,135 at the end of last year. The surge reflects this year's stock investment boom, the company's robotics business expansion, anticipated cooperation with

According to Korea Exchange, Hyundai Motor rose 8.36% to 453,500 Korean won on August 14 on expectations for Genesis GV80 hybrid launch and strong auto export performance. The automaker is set to debut the GV80 hybrid—Genesis brand's first hybrid model—next month. Hyundai and Kia's hybrid sales

According to LG Electronics' half-year report released on August 14, the company's retail shareholder count surged to 1.227 million as of June 30, jumping from 511,000 at year-end 2025—a gain of 716,000 shareholders in six months. The milestone reflects increased individual investor interest

Investor Michael Burry, known for the film 'The Big Short,' warned on August 12 (local time) that 'history repeats itself' as he shared a link to purchase the book 'The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron' on X. Burry did not specify what current market

France's harmonized consumer price index (the country's primary inflation measure) came in at a year-on-year rate of 2.4% for July, matching both the market forecast and June's reading.

According to BlockBeats reporting on TradingBeats monitoring data, on August 14, whale address 0x1829 realized its first significant trading loss after a series of 20 successful storage trades. The whale bought SK Hynix (SKHX) at an average price of $1,909 on June 22 and added positions at $1,685–$1

According to Polymarket and Business Insider on August 12, prediction market users had detected risks tied to Leopold Aschenbrenner's hedge fund before its capital crisis became public. The probability of "yes" votes on Polymarket's "AI bubble collapse" contract surged to approximately 20% by

According to Coindesk, index provider MSCI launched a consultation on August 14 that could exclude so-called "non-operating companies" from its global investable market indices, potentially affecting firms like Strategy and Metaplanet. The proposed rules employ a two-step screening: companies must d

SK Securities reported Q2 net profit of 33.5 billion won, representing a 160.4% increase from 12.8 billion won in the same period last year. The growth was driven by increased brokerage fees and proprietary trading gains amid rising domestic stock market trading volumes. Korean securities firms