Global TradFi & Macroeconomics

Germany's Gfk consumer confidence index rose to -26.6 in September, beating the forecast of -29.6, according to Gfk data. The prior month's reading was revised to -29.4 from -29.6.

The KOSPI rose 1.34% to 6899.33 as of 1:30 PM on the 27th after initially attempting 7000. Samsung Electronics and SK Hynix gained on NVIDIA earnings while the Bank of Korea raised rates from 2.75% to 3.00% and upgraded growth forecasts from 2.6% to 3.3%. Rate hike concerns caused declining stocks t

Platinum futures contracts fell more than 2% intraday today (August 27), currently trading at 449.45 yuan per gram.

Robert Kiyosaki, author of Rich Dad Poor Dad, warned investors that holding too much cash could be a losing strategy after US national debt crossed $40 trillion for the first time. Treasury data showed total public debt outstanding reaching $40.047 trillion on Aug. 18, up from $39.987 trillion a

NVIDIA reported Q2 revenue of $96.2 billion, more than doubling year-over-year, marking its 11th earnings beat in 12 quarters, according to U.S. investment media Motley Fool on the 26th (local time). The AI chip leader's data center revenue surged 117%, with CEO Jensen Huang stating that AI has

According to Treasury data, U.S. national debt reached $40.047 trillion on Aug. 18, prompting Robert Kiyosaki to renew his warning that holding cash is a losing strategy. The "Rich Dad Poor Dad" author stated that "savers of cash are the biggest losers" and argued investors should favor scarce or in

According to Motley Fool, Nvidia's third-quarter gross margin guidance declined by 100 basis points to 74% on August 26, below the second quarter's record high of 75%. The chipmaker, which again beat market expectations with Q2 revenue reaching $96.2 billion (more than double year-over-year) and

According to Yonhapinfomax, on August 27, Bank of Korea Governor Shin Hyun-song called consecutive base rate increases an 'extraordinary measure', emphasizing the importance of preemptive response to control inflation expectations and minimize economic costs. Shin explained that early monetary

Five consumer stocks—Cracker Barrel Old Country Store Inc., Cheesecake Factory Inc., Victoria's Secret & Co., Airbnb Inc., and CarMax Inc.—have outperformed Nvidia Corp. in 2026 year-to-date stock gains, with returns ranging from 38% to 130% compared to Nvidia's 12% increase. The outperformance

Bank of Korea Governor Shin Hyun-song stated on the 27th that preemptive base rate increases will contribute to moderating housing price growth, following the central bank's decision to raise the benchmark rate by 25 basis points to 3.00%. The rate hike marks the second consecutive monthly increase

According to BlockBeats, JPMorgan Chase raised Nvidia's (NVDA) price target from $280 to $320 on August 27.

According to Morningstar data released on August 27, global ETF issuance in the second quarter reached 1,018 new funds, with actively managed ETFs accounting for 647 funds or 63.6% of the total. The United States led with 494 new ETFs (48.5% market share), followed by Ireland with 124 and China with

According to traders reported by financial media on August 27, Kuwait and Qatar are increasing crude oil exports via the Strait of Hormuz, with combined daily output recovering to 70% of pre-conflict levels, roughly 1.4 million barrels daily from a pre-conflict average of 2 million barrels. Total c

According to Wall Street Journal, Vietnam's trade surplus with the United States reached $114 billion in the first half of 2026, surpassing Mexico to become the country with the largest trade surplus to the U.S. This outcome is notable given Vietnam's economy is approximately one-quarter the size of

According to iNews24, Samsung Electronics and SK Hynix's combined shareholder return plans of approximately 150 trillion won are expected to weaken the Korean won against the US dollar, benefiting airline stocks. SK Hynix announced a 40 trillion won share buyback and cancellation plan on

Taiwan's Taiex weighted index closed up 0.3% at 45,975.22 points on August 27.

Bank of Korea Governor Shin Hyun-song assessed on the 27th that the dollar-won exchange rate has stabilized significantly after recent sharp declines but remains high compared to historical levels. The assessment came after the Monetary Policy Committee raised the base rate by 25 basis points

According to analysts Padhraic Garvey and Michiel Tukker from ING, on August 27, the U.S. 10-year Treasury yield is unlikely to break below 4.5% in the short term. The analysts expect the rate to remain in the 4.5%-5% range, with pressure for it to rise to 4.75%-5%

According to Reto Cueni, chief economist at Statholder Group, the market may slightly raise expectations for a Federal Reserve rate hike at its September meeting on August 27. However, Cueni noted that markets still likely expect the Fed to hold rates steady, a view shared by Statholder Group

According to Odaily, Nvidia reported Q2 FY2027 revenue of $96.2 billion on August 27, up 106% year-over-year, with data center revenue reaching $89.0 billion (up 117% YoY). The company issued Q3 revenue guidance of $108 billion and projected FY2028 revenue growth of approximately 70%. Following