Global TradFi & Macroeconomics

On July 29, Ark Investment, led by Cathie Wood, added $14.5 million to SpaceX through its ARKK, ARKQ, ARKW, and ARKX ETFs at approximately $112.55 per share. This followed a $12.2 million SpaceX purchase on July 28. Ark also invested $20.1 million in Taiwan Semiconductor (TSMC) despite the stock

According to Kpler shipping data, the U.S. Navy escorted oil tankers through the Strait of Hormuz on July 29, with the LNG tanker Al Areesh departing Qatar. Shipping tracking records confirmed the vessel's transit through the waterway. Kpler reported that 14 cargo vessels passed through the Strait o

According to its Q2 earnings report released on July 30, Advanced Semiconductor Engineering (ASE) reported second-quarter net profit of TWD 21.068 billion and earnings per share (EPS) of TWD 4.8, marking the company's second-highest quarterly result. The earnings surged 49% quarter-over-quarter and

According to sources, India's central bank sold approximately $7 billion on Friday (July 28) to defend the Indian rupee. This represents one of the largest direct interventions by the central bank in recent

South Korean financial authorities implemented new deposit regulations for Samsung Electronics and SK Hynix single-stock leveraged ETF trading on May 31. The basic deposit requirement increased to 30 million won, with revised deposit recognition rules that exclude substitute securities and delay

According to Yonhapinfomax, South Korea's 10-year government bond futures fell 53 ticks to 105.31 on July 30 afternoon, while 3-year futures declined 3 ticks to 103.06. The decline was driven by a sharp rise in U.S. Treasury

According to Chosun Biz citing Korea Exchange data, foreign investors net sold 19.4 trillion won worth of Samsung Electronics and SK Hynix in July (through July 29), offloading 8.2 trillion won of Samsung and 11.2 trillion won of SK Hynix. Retail investors took the opposite stance,

According to Deutsche Bank, on July 30, the Federal Reserve held interest rates steady while Chair Powell's limited guidance sparked a sharp steepening of the Treasury yield curve, with the 30-year yield rising to 5.20%. The S&P 500 posted its worst single day in seven weeks, closing down 1.52%, whi

SK Hynix's market capitalization fell below 1 trillion won on July 30 after a three-day stock decline totaling 27.2%. The stock closed at 1.322 million won, down 5.64%, bringing the market cap to 970 trillion won—the first time below 1 trillion won since May 4. The decline followed SK Hynix's July 2

On July 30, Shanghai Gold Exchange's gold T+D contract closed up 0.06% to 879.67 yuan per gram, while silver T+D fell 0.67% to 13,990 yuan per kilogram.

According to Bloomberg, Dutch semiconductor equipment maker ASM International issued third-quarter revenue guidance of €1.1 billion for the quarter ending September, approximately $1.3 billion at current rates with a ±5% variance, exceeding the analyst consensus estimate of €1.04 billion.

According to PANews citing 财联社 (Cailianpress), on July 30, China's A-share markets closed lower, with the ChiNext Index falling 3.97%, the Shenzhen Component Index dropping 2.73%, and the Sci-Tech 50 Index sinking over 5%. The Shanghai Composite declined 0.62%. Offsetting the broader decline, the co

According to Jin10, on July 30, UK government bond yields climbed ahead of the Bank of England's interest rate decision. The 10-year gilt yield rose 1.4 basis points to 5.033%. Market participants widely expect the BoE to hold rates steady at 3.75%.

Korean retail investors net purchased 778.5 billion won of KODEX Leverage ETF and 770.1 billion won of KODEX SK Hynix Single-Stock Leverage ETF during the week of the 23rd to 29th, according to KOSCOM ETF Check data released on the 30th. The buying activity occurred as these products fell

According to Pakistani Foreign Ministry spokesman Tahir Andlebi, negotiations between the U.S. and Iran remain underway on July 30, with focus on the Strait of Hormuz and de-escalation efforts.

According to Financial News, South Korean retail investors continued to buy leveraged single-stock exchange-traded funds (ETFs) during the week ending July 29, with five of the top 10 most-purchased ETF products being leveraged funds. KODEX Leverage led with 778.5 billion KRW in net purchases,

According to Jin10, on July 30, Shanghai Futures Exchange (SHFE) energy and chemical warehouse inventory data showed notable changes: pulp futures warehouse inventories increased by 8,643 tons to 349,308 tons; low-sulfur fuel oil futures warehouse inventories rose by 5,000 tons to 5,000 tons.

Rolls-Royce on Thursday raised its full-year profit and cash flow guidance. The British engineering group reported strong earnings for the first half of the year, driven by robust demand across its civil aerospace,