Global TradFi & Macroeconomics

According to Citi, the bank's equity strategy team led by Scott Chronert raised its 2026 S&P 500 earnings per share (EPS) forecast to $365 from $350 today, while maintaining its year-end target of 8,100. The bank noted that second-quarter earnings reports showed stronger revenue growth and margin

South Korea's Financial Services Commission will require banks to hold up to 1% additional capital based on their mortgage loan ratios starting next year. The 5 major banks (KB Kookmin, Shinhan, Hana, Woori, NH Nonghyup Bank) held combined risk-weighted assets of 1,050 trillion won as of the first h

According to a report by China CITIC Futures on August 14, PTA (purified terephthalic acid) production has fallen below 50% operating rates for the first time on record, as crude oil supply shortages remain unresolved. The report notes that chemical sector near-term output recovery is constrained, w

Ukraine sent a truce proposal to Russia on August 13, calling for both sides to stop attacking civilian targets in the Black Sea, with the offer relayed through a third party. The proposal arrived after weeks of escalating strikes turned the region into a conflict zone, directly impacting one of the

Samsung Electronics and SK Hynix led Korean semiconductor stocks sharply higher in early trading on August 14, driven by easing US inflation pressures and positive news from SanDisk. As of 9:15 AM, Samsung Electronics rose 1.12% to 272,750 won, while SK Hynix surged 5.71% to 1,684,000 won. The

According to NextTrade, Samsung Electronics and SK Hynix rose in morning pre-market trading on August 14, tracking gains in U.S. memory semiconductor stocks overnight. Samsung Electronics climbed 3.17% to 276,500 Korean won, while SK Hynix surged 6.21% to 1.692 million won as of 8:15 a.m.

According to Zhitong Finance, shares of Xinming Life Sciences (00474) will resume trading on August 14, 2026 at 9:00 AM.

Iran's Islamic Revolutionary Guard Corps launched a missile at an ADNOC-affiliated vessel transiting the Strait of Hormuz on August 8, 2026, according to the UAE Foreign Ministry, which condemned the attack as an act of piracy and a breach of international maritime law. No injuries or casualties

Tokenized stocks increased their share of the real-world asset market to over 15% by July 2026, up from approximately 1.4% in July 2025, according to data from rwa.xyz. The growth was driven by regulatory approvals from Nasdaq in March 2026 and the Depository Trust & Clearing Corporation's

BlackRock Chief Investment Officer for Global Fixed Income Rick Rieder told Bloomberg Television's Wall Street Week on August 13, 2026 that foreign-exchange interventions are "not the most durable" solution for the Japanese yen and that credible monetary policy signals from the Bank of Japan are

According to South Korea's Financial Services Commission, announced on August 14, banks will face additional capital requirements of up to 1% based on their mortgage loan ratios, starting next year. The measure targets the five major domestic banks (KB Kookmin, Shinhan, Hana, Woori, and NH

Canada's Public Sector Pension Investment Board (PSP Investments) disclosed a holding of 100,000 shares in SpaceX as of June 30, 2026, according to a filing published on August 13. The position represents a modest entry into the space technology sector for the pension fund, which manages C$321

According to Evernorth's announcement on Aug. 13, the company amended its private-placement agreements to link share issuance at closing to XRP's market price rather than a fixed $2.36 benchmark. Based on XRP's Aug. 13 trading level of approximately $1.006, the volume-weighted average price

According to the UAE, Iran's Islamic Revolutionary Guard Corps attacked an ADNOC-affiliated vessel transiting the Strait of Hormuz with a missile on August 8, 2026. No injuries or casualties were reported from the strike. The UAE Foreign Ministry directly accused Iran of breaching international

According to Rick Rieder, BlackRock's chief investment officer for global fixed income, speaking on Bloomberg Television on August 13, 2026, the Bank of Japan requires credible monetary policy signals rather than currency interventions to durably strengthen the yen. Earlier in August, U.S. and Japan

According to SoSoValue data cited by ChainCatcher, Bitwise XRP ETF received net inflows of $2.25 million on August 13 (U.S. Eastern Time). The fund has accumulated $512 million in historical net inflows to

According to News1, SK Hynix jumped 5.84% to 1.686 million won on Aug 14 morning, with its U.S. ADR surging 7.29% overnight. Samsung Electronics rose 2.05% and Samsung Electro-Mechanics gained 4.86%. The rally was driven by strength in U.S. memory chip stocks, with SanDisk surging 13.67% after

According to Bitget market data, on Aug 14, Japanese chip stocks surged, with Kioxia rising 6.9%, SoftBank up 6.2%, and Advantest up 6.5%.

According to Jin10 Futures, spot platinum fell 0.29% and spot palladium declined 0.41% as of 8:34 AM Beijing time on August 14.

According to Marketwatch and JPMorgan analyst Samik Chatterjee, the bank upgraded Salesforce (CRM-US) to 'Outperform' on Thursday with a $250 price target, implying approximately 29% upside to year-end 2027. JPMorgan dismissed market concerns that AI poses an existential threat to the CRM software g