Global TradFi & Macroeconomics

According to analyst Tim Farrar, AST SpaceMobile (ASTS) and Rocket Lab (RKLB) are pursuing SpaceX's vertically integrated strategy on Tuesday, but face elevated valuations and execution challenges. ASTS stock rose 4%, while RKLB gained over 1%. Rocket Lab is expanding through its planned Iridium ac

According to Morgan Stanley's August global technology conference, storage chip suppliers are accelerating long-term agreements (LTAs) to lock in production capacity. Samsung plans to allocate 60-70% of capacity to rolling five-year LTAs, with 5 agreements signed and 5 in final negotiations with

According to Capital Economics economist Marcel Thieliant, South Korea's semiconductor-driven economic boom may lose momentum within the next two years. Thieliant projects that U.S. artificial intelligence investment enthusiasm will peak by 2028, likely prompting Korean chipmakers to reduce

SK Hynix reportedly canceled plans to purchase certain credit bonds on Aug. 10, even though the bonds were scheduled to be issued on Aug. 11—effectively withdrawing its purchase commitments one day before issuance. This coincides with SK Hynix’s previous indication that it would announce additional shareholder return plans in Q3, which the market interpreted as the company adjusting its cash management strategy to ensure that funds are used for dividend distributions and share repurchases and ca

According to the American Automobile Association (AAA), U.S. gasoline prices reached $4.036 per gallon nationally on August 12, up 0.60% (0.024 dollars) from the previous day. Patrick De Haan, an analyst at GasBuddy, noted that this marks the highest national average price ever recorded on or

According to Alternative data, on August 13, the Crypto Fear and Greed Index rose to 29 from 27 the previous day, signaling a mild easing of market panic sentiment.

According to KB Securities research head Kim Dong-won on August 13, Samsung Electronics and SK Hynix are forecast to achieve combined operating profit of 964 trillion Korean won in 2027, with Samsung alone expected to contribute 575 trillion won and SK Hynix 389 trillion won. Despite the

Samsung Electronics' stock fell 49.5% from its late-July peak, marking the steepest decline since 2000 excluding the IT bubble, according to market observers. The investment community expects the company to rebound from current lows, as expanded shareholder return policies announced by Samsung and a

According to the Financial Services Commission, South Korea is strengthening exchange-traded fund (ETF) and exchange-traded note (ETN) divergence rate management standards, effective August 19. Retail investors opening new positions in single-stock leveraged ETF products must also complete at

Japanese stocks rose during morning trading on August 13, with the Nikkei 225 climbing 1,170.20 points (1.73%) to 68,694.26 as of 9:07 AM, driven by news that US consumer price inflation slowed in July. The TOPIX index gained 36.98 points (0.89%) to 4,175.98. US July CPI rose 3.4% year-over-year,

Berkshire Hathaway purchased $23.5 billion in stocks during Q2, ending a 14-quarter net selling streak under new CEO Greg Abel after Warren Buffett stepped down. Analysts attribute the shift to Abel's strategy of actively deploying the company's accumulated cash reserves into equity investments

According to Yonhapinfomax, on August 13, Japan's Nikkei 225 index rose 1,170.20 points or 1.73% to 68,694.26 following reports of a slowdown in U.S. July consumer price inflation. The TOPIX index gained 36.98 points or 0.89% to 4,175.98. U.S. July CPI increased 3.4% year-over-year, moderating

On August 13 morning, the Seoul foreign exchange market's dollar-won spot rate (MAR) was quoted at minus 0.05 won, according to brokerage firms. NDF fixing positions remained neutral ahead of market opening.

According to CNBC citing S3 Partners data, SpaceX stock rebounded 40% on August 12 (U.S. time), prompting short-sellers to rapidly unwind positions. Short interest in the recently listed company dropped sharply from a peak of 34% to 11% as investors reversed bearish bets amid the stock's recent

According to Jinshi Futures, the CFETS-NEX money market sentiment index reached 48 as of 10:15 on August 13, unchanged from the 08:45 reading. The index for large banks, mid-sized banks, and non-bank institutions stood at 47, 49, and 47 respectively, all flat. An index reading of 50 indicates

Coherent Corp. reported better-than-expected quarterly results and issued strong guidance, but its stock slipped 2.5% in overnight trading after closing up 8.2% in the regular session. The company's revenue surged 34% to $2.05 billion, surpassing analysts' expectations of $1.99 billion. The mixed st

According to results issued after market hours on Wednesday, Coherent Corp. reported Q4 revenue of $2.05 billion, up 34% year-over-year and surpassing analyst expectations of $1.99 billion. Adjusted earnings per share reached $1.74, above the consensus estimate of $1.62. Despite the strong results,

Korean government bond futures opened mixed on August 13, with 3-year futures rising 2 ticks to 103.33 and 10-year futures falling 2 ticks to 105.76 as of 9:02 AM. The movements followed overnight declines in US Treasury yields concentrated in the mid-term segment after July US consumer price

UBS Asset Management assessed US mid-term Treasury bonds as an attractive entry point on 12일 (local time), citing high yields and easing inflation pressures. The asset manager stated that eased inflation pressure provides a favorable environment for investment-grade bonds. Current yield levels on 2-

According to Jin10, Shanghai issued an action plan on August 13 to promote private investment, supporting private enterprises to participate in state-approved railway, nuclear power, hydropower, cross-province electricity transmission, oil and gas pipeline, LNG facility, and water supply projects.