Global TradFi & Macroeconomics

Japan's broad money liquidity year-on-year growth rate declined to 4.4% in July, down from 4.5% in the previous month.

According to Bloomberg on August 12, SK Hynix announced a third-quarter shareholder return plan including stock buybacks and dividends on August 7, with Samsung Electronics expected to follow suit. The move aims to counter 'peak memory' concerns as AI demand pressures memory supply growth. Samsung s

Gold-related exchange-traded funds (ETFs) listed on Korean exchanges posted gains in the past week as gold prices rebounded from recent declines. The recovery was driven by deteriorating US employment indicators, increased central bank purchasing, and uncertainty surrounding artificial

According to Jin10 Futures, on Tuesday (Aug 12), CBOT soft red winter wheat futures fell 1.6% at close, pressured by ample global supply. Despite early gains driven by reduced exports due to Ukraine-Russia attacks on shipping routes, the market reversed lower as Russian domestic prices declined

Japan's M2 money supply rose 2.2% year-on-year in July, remaining unchanged from the previous month.

Japan's M3 money supply grew 1.4% year-over-year in July, down from 1.5% in the prior month.

According to BlockBeats, on August 12, CoreWeave posted Q2 revenue of $25.75 billion, up 112% year-over-year and beating guidance of $25.6 billion. Core backlog orders reached approximately $104 billion, compared to $99.4 billion at the end of Q1. The AI computing infrastructure provider's stock

According to investment banking industry sources, on August 11, South Korea's corporate bond market experienced a sharp shift as AA-rated corporate bond spreads widened to 14 basis points above benchmark levels, driven by concerns over reduced capital deployment by SK Hynix. The Pyeongtaek Urban

According to overseas brokers, the US dollar-South Korean won 1-month NDF (non-deliverable forward) contract on New York markets fell to 1,410.90 won on August 12. Adjusted for the 1-month swap points (-0.75 won), this represents a decline of 4.35 won compared to the previous day's Seoul forex marke

AI infrastructure provider CoreWeave (CRWV-US) reported on Tuesday, August 11 that Q2 revenue surged over 112% year-over-year to $2.58 billion, topping analyst expectations of $2.56 billion and driving the stock up 14.5% in after-hours trading. The company posted a net loss of $626 million in Q2 and

According to the Institute of International Finance (IIF), foreign investors injected nearly $19 billion into emerging market portfolios in July, ending two consecutive months of capital outflows. The inflow was driven by a significant slowdown in stock market outflows.

The USD-KRW exchange rate fell to 1,413.70 won at 6 AM on the 12th, down 2.30 won from the previous Seoul market close of 1,416.00 won, reflecting expectations of an agreement between the United States and Iran. Pakistani Defense Minister Khawaja Asif stated 'we are close to some kind of agreement'

South Korea's variable insurance sector saw net assets decline to 128 trillion won as of the previous day, down from 150 trillion won two months earlier, according to Yonhap Infomax variable insurance asset composition data. The 22 trillion won drop coincided with extreme KOSPI volatility that

According to Yonhapinfomax, South Korea's variable insurance net assets fell to 128 trillion won on August 12, down 22 trillion won from June's peak of 150 trillion won. The decline reflects volatility in Korea's stock market. Life insurance companies' initial variable insurance premiums

According to Yonhap Infomax, the USD/KRW exchange rate fell to 1,413.70 won at 6 a.m. on August 12, down 2.30 won from Seoul's previous close on August 11. The decline was driven by market expectations of a breakthrough in U.S.-Iran negotiations, with Pakistan's Defense Minister Kawaaja Asif

Samsung Electronics stocks fell 49% from their peak to a 12-month forward P/E of 4.0x, with KB Securities stating on the 12th that the adjustment phase is ending. Research Head Kim Dong-won cited OpenAI's anticipated IPO easing AI investment concerns, cleared credit leverage from the June-July

Korea Investment Financial Group is prioritizing life insurance company acquisitions as it seeks to complete its insurance portfolio, according to industry sources on the 12th. The financial holding company participated in the KDB Life main bid that closed on the 7th and is also reviewing BNP

According to financial investment institutions, SK Hynix perpetual futures on major global crypto asset exchanges generated cumulative trading volume of $161 billion from February through early August 2026, surpassing major U.S. tech stocks such as NVIDIA and Micron. On Hyperliquid, a leading

According to Yonhap Infomax, South Korea's 3-year treasury note futures rose 4 ticks to 103.29 in overnight trading on August 12, while 10-year futures climbed 13 ticks to 105.86. Trading volume declined significantly, with 3-year contracts dropping to 63 from 238 the previous session. U.S.

According to CME and Silicon Data, the two will launch two GPU rental index futures contracts on October 5, 2026. The contracts track Silicon Data H100 Rental Index Futures and B200 Rental Index Futures, measuring the hourly rental costs of graphics