Global TradFi & Macroeconomics

Korean retail investors shifted funds from domestic equity ETFs to US index ETFs in early August, marking the first monthly outflow from domestic equity ETFs in 2026. From August 3-6, the Korean ETF market recorded a total net outflow of 410 billion won, with 715 billion won exiting domestic asset E

Nvidia reports Q2 earnings on August 26. Analysts expect approximately $92 billion in revenue and earnings per share of $2.08, double the year-ago figure. The company guided to $91 billion in May, making a beat widely anticipated. The report covers the quarter that ended July 26. Of 37 analysts

According to Newsis, South Korean individual investors withdrew 715 billion won from domestic stock ETFs in early August (Aug 3-6), redirecting funds to U.S. index-tracking products. Domestic asset ETFs saw net outflows of 715 billion won for the first time this year, while overseas asset ETFs

Last week, WTI crude fell 0.75% to $82.58 per barrel, while Brent declined 0.6% to $88.38. U.S. crude oil inventories increased unexpectedly by 17.423 million barrels, significantly exceeding market expectations for a decline. The surge, combined with OPEC's downward revision of global crude oil

On August 12, the U.S. stock market closed with gains across most indices, as July's consumer price index (CPI) data aligned with market expectations, easing concerns about Federal Reserve rate hikes. The Philadelphia Semiconductor Index led gains, surging 2.49% to 12,399.38 points, while the

Young Korean investors in their 20s suffered significant losses on single-stock leveraged exchange-traded fund (ETF) investments during the recent stock market downturn, according to a News1 investigation published July 29. Among 746,450 investors who received single-stock leverage intensive

South Korea's Ministry of Economy and Finance is reconsidering tax reforms to Individual Savings Account (ISA) rules following intense investor backlash. The government announced a tax reform plan on the 3rd that would eliminate contribution limit rollovers, impose a 5-year contract period limit, an

SK Hynix canceled planned purchases of certain credit bonds on May 10, one day before the bonds' scheduled issuance on May 11, according to bond market sources. The sudden withdrawal comes as the South Korean memory chipmaker prepares to announce additional shareholder return measures in Q3,

According to iM Securities, major South Korean semiconductor stocks rebounded strongly on August 11 after the completion of leveraged position unwinding following July's market selloff. Samsung Electronics rose 6.68%, SK Hynix climbed 5.54%, while the KOSPI index surged 3.68%, triggering a trading h

According to Financial News, South Korea's government on August 3 announced revisions to ISA (Individual Savings Account) tax incentives, including limiting contract terms to a maximum of 5 years and removing the ability to carry forward unused contribution limits. Under the revised plan,

According to Chosun Biz, SK Hynix withdrew a planned investment in credit bonds on August 10, just one day before the scheduled issue date of August 11. The company, which had significantly increased credit bond purchases this year, holds 88 trillion Korean won in cash assets as of the second

According to News1, young investors in their 20s in South Korea recently experienced significant losses from single-stock leveraged ETFs, with some reporting daily declines of up to 30%. Between April and July 13, 2026, over 746,000 investors received advanced training on leveraged products; 11%

According to ChainCatcher, BlackRock purchased 1,019.27 BTC and 301.77 ETH from Coinbase Prime in recent hours, with a combined value of approximately $65.21 million.

The U.S. Securities and Exchange Commission's Division of Investment Management issued a no-action letter to Franklin Templeton posted Wednesday, clearing the firm's traditional registered funds to invest in its blockchain-based OnChain U.S. Government Money Fund. The letter cites Section 17(f) and

According to South Korea's Financial Supervisory Service, the country's five largest securities firms posted record first-half earnings driven by robust stock market activity, the FSS electronic disclosure system revealed on August 12. However, concerns over earnings slowdown in the second half

According to Yonhapinfomax, U.S. stock indices closed mixed on August 12 after July consumer price inflation data met market expectations. The Dow Jones Industrial Average fell 0.04% to 53,770.27, while the S&P 500 rose 0.26% to 7,748.50 and the Nasdaq Composite gained 0.54% to 26,588.49. July's he

Coherent reported Q4 revenue of $2.05 billion, up 34% year-over-year and exceeding guidance of $1.98–$2.02 billion. Non-GAAP EPS reached $1.74, above the expected $1.62–$1.65. For Q1, the company guided revenue of $2.2–$2.4 billion, above consensus of $2.13 billion, with adjusted EPS projected

According to Iran's Foreign Ministry spokesperson Baghaei, oil pollution has recently appeared along the coast of Qeshm Island. Preliminary investigations suggest a foreign cargo vessel may be the source of the pollution. Multiple coastal areas and parts of the sea surface have been

According to Goldman Sachs, the bank has agreed to acquire exchange-traded fund manager NEOS Investments for up to $2.25 billion. NEOS manages $30 billion across 19 options-based income ETFs, including Bitcoin High Income ETF (BTCI), Boosted Bitcoin High Income ETF (XBCI), and Ethereum High Income E

Spot gold rallied to $4,414.63 on Wednesday, up 1.1% before the July CPI release, as market odds for a September Federal Reserve rate hike dropped to around 40% from 46%. The metal later extended gains to hit its highest level since June 5, reaching $4,406.64 by 1:30 p.m. ET. July headline