Global TradFi & Macroeconomics

According to Reuters and shipping tracking data, fuel oil futures surged on Wednesday (Aug 12), with FU2609 gaining over 4% intraday to break above 3,800 yuan per ton. LU2609 low-sulfur contracts climbed over 2%. The rally was driven by an impasse in Hormuz Strait transit negotiations, as Iran's

L&C Bio Chairman Lee Hwan-chul and financial investor Now IB Fund 19 are selling shares ahead of the company's 140.6 billion KRW rights offering. Now IB Fund 19 sold 400,780 shares from the 5th to the 12th, recovering 23.8 billion KRW, while Chairman Lee announced on the 11th a plan to sell 826,276

According to ChainCatcher, Supermicro (SMCI) rose approximately 10.4% in premarket trading on August 12, following the company's release of fiscal 2027 revenue guidance that exceeded market expectations.

According to EDaily, L&C Bio Chairman Lee Hwan-chul on August 12 announced plans to sell 826,276 existing shares for approximately 50.7 billion won between September 11 and October 10. He also plans to dispose of roughly half of his expected subscription rights from the company's 140.6 billion won e

According to Morgan Stanley on August 12, the firm raised Samsung Electro-Mechanics (SEM) to top pick status, upgrading its target price from 2.56 million won to 2.62 million won. The brokerage maintained its overweight rating. Morgan Stanley cited strengthening multilayer ceramic capacitor

According to Jin10 Futures, the CFETS-NEX yuan funding sentiment index reported 48 as of 4 p.m. on August 12, unchanged from 2:30 p.m. The index for large banks, mid-sized banks, and non-bank institutions stood at 47, 49, and 47 respectively, all flat. (The index ranges from 0 to 100, with 50

According to the IEA Monthly Report, OPEC+ increased crude oil production by 1.5 million barrels per day in July 2026.

According to IEA's July monthly report, non-OPEC+ oil production increased by 590,000 barrels per day in July, driven primarily by Qatar.

According to BlockBeats on August 12, Serenity's analysis of recent earnings reports from major optical communications companies confirms CW DFB laser supply bottlenecks. Lumentum reported unexpected demand and supply imbalances in ultra-high-power CW lasers, with CPO mass production planned to

According to the International Energy Agency's latest monthly report, global oil demand is projected to increase by 2.4 million barrels per day in 2027, exceeding the organization's previous forecast of 1.9 million barrels per day.

According to the International Energy Agency monthly report, observed oil inventories have decreased by 410 million barrels since the conflict outbreak.

According to LME data, copper inventories have declined for 40 consecutive days, marking the longest such streak since 2014. The sustained drawdown reflects sustained demand pressures in the global copper

According to the International Energy Agency's monthly report, global oil demand declined by 4.9 million barrels per day in the second quarter of 2026.

According to the IEA, global oil supply rebounded by 2.4 million barrels per day in July, reaching 101.5 million barrels per day.

According to the International Energy Agency, global oil demand is expected to decline by 2.8 million barrels per day in the third quarter of 2026.

In premarket trading on August 12, CoreWeave rose approximately 16% after reporting Q2 revenue more than doubled, with a backlog of orders reaching $104 billion. AMD gained about 10% as last quarter sales nearly doubled amid strong AI infrastructure demand, with this quarter and new fiscal year

SK Hynix perpetual futures recorded 1,610 billion USD in trading volume across 11 global exchanges from February 19 to 8th of this month per Eugene Investment & Securities. The surge reflects demand to price in semiconductor news occurring during Korean market closure. Perpetual futures operate 24 h

Gold spot prices recovered to $4,363.51 per ounce as of the 11th, rebounding from a sharp decline earlier this year. The precious metal had fallen 28.98% from over $5,500 per ounce in late January to near $3,900 in early July, pressured by US-Iran war concerns and Federal Reserve rate hike

Korean securities firms surpassed major banks in Q2 profits, marking a structural shift in the financial sector. Mirae Asset Securities recorded Q2 net profit of 1.9052 trillion won, exceeding all five major banks including Shinhan Bank (1.3015 trillion won), KB Kookmin Bank (1.124 trillion won), an

According to the International Energy Agency monthly report, 8.3 million barrels per day of crude oil production in the Persian Gulf region remains offline.