Global TradFi & Macroeconomics

According to Jeremy Siegel, senior economist at WisdomTree and professor emeritus at the Wharton School, the Federal Reserve will likely skip a rate hike in September if oil remains near $80 a barrel. Siegel's assessment follows this week's softer inflation reports, with the Consumer Price Index rel

According to Bitget's official announcement, the platform has launched ANET (Arista Networks) stock perpetual contracts. The contracts are settled in USDT and support up to 20x leverage with 24/7 trading

According to Jin10, China's central bank deputy governor Zhou Yuan attended the BRICS finance ministers and central bank governors meeting held in Jaipur, India on August 12-13. Participants discussed global economic development and governance, strengthened emergency reserve arrangements, and

According to BIT's latest On Target weekly report, MicroStrategy is continuously selling bitcoin despite previously being known for never selling. The company uses proceeds to supplement dollar reserves, pay preferred share dividends and interest, and repurchase digital securities. BIT noted the

Duan Yongping recently responded on Snowball regarding fluctuations in his PopMart holdings, stating he has never directly sold PopMart shares. The changes in his position stem from options trading and expired warrant exercises, not from a bearish view on the company. Duan explained that when

Daiwa Institute of Research released findings on the 14th analyzing Donald Trump's policy reversals through a composite 'TACO Index' (Trump Always Caves Out), concluding that the pattern represents a structural response mechanism to market and public pressure rather than inconsistent behavior. The i

According to The Defiant, Norway's Government Pension Fund Global disclosed a 61.5 million share position in BitMine Immersion Technologies (BMNR) valued at approximately $81.87 million in its quarterly filing as of June 30. The fund did not list BitMine in its December 31 holdings report, marking t

According to Japan's Daiwa Institute, on August 14, the institute created a TACO index to measure Trump administration policy reversals driven by market and public opinion pressure. The index combines S&P 500 performance, U.S. Treasury yields, the dollar index, and Trump's approval ratings. When

According to Guru Club on August 14, Hung Ho, chief investment officer of Lianhua Asset Management, shared his latest investment views in recent Bloomberg and CNBC interviews. Ho noted that market quality now outweighs narrative appeal, with Chinese AI models approaching U.S. competitors while

According to Hongfu, Chief Investment Officer of Lotus Asset Management, the market has entered a second stage where company quality matters more than narrative. Hongfu noted yesterday in conversations with Bloomberg and on August 11 during a CNBC interview that long-term Chinese semiconductor compa

According to JD Health's interim earnings announcement released on August 13, the company posted revenues of RMB 40.9 billion in H1 2026, up 15.9% year-over-year, with non-IFRS operating profit reaching RMB 3.5 billion, up 40.3% year-over-year. The operating margin improved to 8.5% from 7.0%. JD He

According to Goldman Sachs, Semiconductor Manufacturing International Corporation (SMIC) reported second-quarter revenue of $3 billion in Q2, up 36% year-over-year and 20% sequentially, exceeding the bank's and market expectations as well as management's guidance of 14-16% quarterly growth. The

On August 13, SK Hynix stock surged approximately 9% as U.S. markets expanded access to single-stock leveraged and inverse ETFs tracking the South Korean memory chipmaker. At least 10 such products are now available, including three newly launched by Corgi and Tradr: Corgi SK (SK-US) with a 0.50% ex

South Korea's KOSPI index recovered above the 7,000-point level intraday on August 14, extending its five-day winning streak. The index traded at 6,878.34 points, up 0.95% from the previous close, as concerns over U.S. Federal Reserve rate hikes eased amid slowing inflation and global

According to Herald Economics, Han-kook Investment Financial Group was selected today (Aug 14) as the preferred negotiation partner for KDB Life Insurance acquisition. The selection followed a final bidding round on Aug 7, where Han-kook Investment competed with Heungkuk Life and Hanwha Life;

KOSDAQ and defense/aerospace exchange-traded funds posted strong returns during August 3-13 as investor sentiment shifted away from semiconductor large-caps. The top five performing ETFs during this period were all KOSDAQ 150 leverage products, with 'KIWOOM KOSDAQ 150 Futures Leverage' leading

Samsung Electronics and SK Hynix are projected to generate combined operating profits exceeding 900 trillion won and approaching 1000 trillion won in 2027, according to financial data provider FnGuide on the 14th. The bullish earnings outlook, coupled with expectations for expanded shareholder

According to Korea Exchange, KOSDAQ-focused leveraged ETFs dominated Korean exchange-traded fund returns during August 3-13, with the top five positions all held by KOSDAQ 150 leverage products. KIWOOM KOSDAQ 150 Futures Leverage led with 51.35% gains, followed by RISE KOSDAQ 150 Futures Leverage at

According to Zhitong Caijing, Kingdee International (00268) posted total revenue of 3.625 billion yuan (up 13.6%) in the first half of 2026, with subscription revenue reaching 2.028 billion yuan (up 20.4%). The company's AI-native product revenue hit 296 million yuan, surging 189%, while AI-native s

On August 14, Japan's Nikkei 225 index rose 0.8% and Tokyo Stock Exchange Index gained 0.7% by early close.