Global TradFi & Macroeconomics

According to UK Treasury officials, Britain's GDP growth rate could fall to as low as 0.3% in 2027 if the Strait of Hormuz remains closed in a worst-case scenario.

According to China's central bank statement released on August 12, the PBOC pledged to implement timely and effective incremental policies with stronger counter-cyclical adjustments in its second-quarter 2026 monetary policy report. The central bank aims to boost domestic demand, optimize supply, an

Intel (INTC) priced a $20 billion equity raise at $95 per share on 11 August 2026, issuing 210,526,315 new shares to fund capital expenditures and working capital as the company reported a $11.03 billion GAAP net loss for the quarter ended 27 June 2026 despite record revenue of $16.13 billion,

The US Bureau of Labor Statistics will publish the July Consumer Price Index data on Wednesday. Monthly CPI is forecast to rise 0.1% after June's 0.4% decline, with the annual reading expected to retreat to 3.4% from 3.5%. Core CPI is projected to increase 0.2% monthly and 2.5% yearly. The June CPI

Nvidia announced Monday it is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion in third-party capital for AI infrastructure financing. Michael Burry criticized

According to Smart Hay (08051), the company reported mid-year results for H1 2026, with revenue of HK$229 million, up 4.77% year-over-year, and shareholders' profit of HK$4.969 million, up 15.61% year-over-year. Earnings per share came in at 19.08 Hong Kong

According to the US Bureau of Labor Statistics, July CPI data will be released on Wednesday, with the monthly reading expected to rise 0.1% and the annual figure to retreat to 3.4% from 3.5%. Core CPI, which excludes food and energy prices, is forecast to increase 0.2% monthly and 2.5%

CoreWeave Inc. (CRWV) could eventually scale annual revenue above $100 billion as falling GPU computing costs unlock new demand for artificial intelligence infrastructure, according to Morningstar analyst Luke Yang. Following CoreWeave's second-quarter (Q2) results, Morningstar raised its fair

According to Metzler Bank analysts, the latest U.S. inflation data will be released tonight (August 12), which may drive short-term market movements but will have limited impact on the Federal Reserve's interest rate decision in September. Analysts noted that after weak core inflation data in

According to Michael Burry on X, Nvidia's newly announced $500 billion financing platform, unveiled Monday in partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, recreates risky debt structures from the 2008 financial crisis. Burry criticized the framework in which Nv

According to Morningstar, following CoreWeave Inc. (CRWV)'s second-quarter results, the firm raised its fair value estimate to $115 per share from $106, implying approximately 28% upside potential. Analyst Luke Yang expects declining GPU computing costs to unlock "long-tail demand" from

According to Seoul Economic Daily, on August 12, Samsung Electronics and SK Hynix are studying shareholder reward plans that could exceed 200 trillion Korean won (approximately $141.2 billion combined), with potential announcements by month-end. The plans may include special dividends, share

According to Smart Finance China, Changhong Jiahua (03991) reported a net profit attributable to shareholders of HK$206 million for the first half of 2026 ended June 30, up 13.52% year-over-year. Revenue rose 31.24% to HK$27.782 billion. Earnings per share reached 8 Hong Kong cents.

Kolmar Korea surged 22.80% on the 12th, closing at 132,500 won, after reporting its first quarterly operating profit exceeding 100 billion won. The cosmetics ODM manufacturer's Q2 operating profit reached 110.3 billion won, up 50.2% year-over-year, surpassing market consensus of 94.9 billion won

According to Financial News, Korean Colmar's operating profit reached 110.3 billion won in Q2 today (Aug 12), up 50.2% year-over-year and 16% above market consensus of 94.9 billion won. The stock surged 24,600 won to 132,500 won, gaining 22.8% in trading volume of 329.4 billion won. Revenue

According to Binance, on August 12, Binance Wallet launched Stocks Hub, a dedicated page that consolidates third-party tokenized stock products and opportunities for on-chain trading. The new hub allows users to discover, compare, and review available tokenized stocks in one centralized location, ad

South Korean government bond yields showed mixed movements on August 12, according to Yonhap Infomax. The 3-year Korea Treasury Bond yield fell 1.7 basis points to 3.791 percent, and the 10-year yield dropped 0.7bp to 4.294 percent, while the 30-year yield climbed 1.9bp to 4.685 percent. The

According to Smart Finance, Nautilus Automotive (01316) reported H1 2026 interim results with revenue of $2.329 billion, up 3.86% year-over-year. The company's profit attributable to equity holders reached $85.806 million, surging 35.17% year-over-year, with earnings per share of $0.034.

CoreWeave surged 18% in premarket trading Wednesday after the AI cloud computing company reported second-quarter revenue of $2.6 billion, more than doubling from $1.2 billion in the second quarter of 2025. The company reported its results after the bell Tuesday, driven by surging demand from

According to Yonhapinfomax, South Korea's IRS rates declined across most tenors on August 12, with 1-year IRS falling 1.75bp to 3.45% at 4:30 PM KST, 5-year dropping 2.25bp to 3.95%, and 10-year declining 0.75bp to 4.085%. CRS (SOFR) rates showed mixed movement, with 1-year rising 3.50bp to 3.205% w