Global TradFi & Macroeconomics

According to Jin10 Futures, China's fuel oil market sentiment weakened on Aug 27, with soft fundamentals failing to provide support and downstream demand cooling. Refinery shipment pace slowed as traders turned cautious. Prices are expected to trade steady to slightly lower today, with overall

According to the Bank of Korea, the share of fixed-rate mortgages among newly issued home loans fell to 31.9% in July, down 5.8 percentage points from the previous month and marking the lowest level since February 2014. The decline reflects borrowers' preference for variable-rate mortgages despite t

According to Bank of America analyst Vivek Arya on August 26, the bank warned that while semiconductor demand remains firm, rising interest rates, data center headwinds, and concentrated investor positioning could limit near-term gains. The Philadelphia Semiconductor Index could decline

According to Morgan Stanley analyst Robert Card on August 26, the firm upgraded Williams Companies (NYSE: WMB), a U.S. natural gas pipeline and energy infrastructure provider, to Top Pick in the energy infrastructure sector with a $103 price target, implying 45% upside from the prior close. The anal

According to SoSoValue data, Hyperliquid spot ETFs posted combined net inflows of $14.7056 million on August 26. Bitwise Hyperliquid ETF (BHYP) led the inflows with $9.5676 million, bringing its historical total to $126 million.

According to Jin10, crude oil prices edged higher in early Asian trading today (August 27) following remarks from Trump regarding Iran's potential return to negotiations. Trump indicated there is no set timeline for Iran to rejoin talks, a comment that supported sentiment in energy markets. Prices f

Digital Daesung announced on the 30th of last month that it would cancel 630,000 treasury shares representing 2.27% of total issued shares and purchase an additional 10 billion won worth of treasury shares by March next year. The KOSDAQ-listed education company's stock price surged 12% intraday

According to Polymarket data from Aug. 26, traders assign a 69% probability to Bitcoin reaching $85,000 by year-end, with nearly $59.7 million in trading volume backing price-target contracts. Odds drop to 29% for $100,000

According to a China Securities research report via Jin10, U.S. long-term Treasury yields retreated in recent sessions after weeks of upward pressure since June. The retreat was supported by repeated support signals from the U.S. Treasury Department and progress in Strait of Hormuz transit

According to Citic Securities, U.S. long-end Treasury yields are expected to remain elevated in the short term as of August 27. The upward pressure on yields has been driven by multiple factors including U.S. fiscal pressures, increased corporate bond supply, and rising inflation risks, the

Spot platinum declined 0.02% and spot palladium rose 0.06% as of 8:30 a.m. Beijing time on August 27.

According to Nvidia's earnings report released on August 26, the company confirmed it has sold a limited quantity of H200 chips to Chinese customers in the three months ending July 26, though shipment volumes remain below the U.S. government's approved licensing limits. H200 sales contributed less t

According to CME FedWatch, the Federal Reserve has a 63.5% probability of holding rates steady in September and a 36.5% probability of raising rates by 25 basis points. For October, the probability of maintaining rates stands at 47.3%, with a 43.4% chance of a 25 basis point hike and a 9.3% probabil

According to Yonhap Infomax, South Korea's main stock indices closed with mixed results today (August 27). The KOSPI rose 65.47 points to 6,808.21, while the KOSDAQ fell 0.28 points to 826.87. The Korean won strengthened to 1,386.30 against the U.S. dollar. Overnight, U.S. markets declined: the

According to Robbie Mitchnick, head of BlackRock's digital assets division, Bitcoin's recent rally is closely tied to U.S. federal debt surpassing $40 trillion on August 18, 2026. With interest payments approaching $1 trillion annually and

South Korean stocks opened sharply higher on August 27 morning, with the KOSPI index starting at 6996.12, up 187.91 points or 2.76%, approaching the 7000 level. The surge followed NVIDIA's second-quarter earnings announcement, which showed revenue of $96.22

According to Chosun Biz, South Korea's KOSPI index rose 187.91 points (2.76%) to 6996.12 today (August 27), buoyed by Nvidia's strong quarterly results announced after U.S. market hours on August 26. Nvidia reported second-quarter revenue of $96.22 billion, up 106% year-over-year, and adjusted

According to Yonhapinfomax, South Korean individual investors' margin trading balances surged by 4.6 trillion won to 32.8 trillion won by August 25, as both Samsung Electronics and SK Hynix announced major shareholder return plans. Samsung Electronics' margin balance increased by 1.3549 trillion wo

According to Yonhapnews Infomax, Woori Financial Group's CET1 ratio reached 13.74% in H1 2026, tying with KB Financial for the highest among Korea's four major financial groups. However, excluding the impact of land revaluation gains totaling 1.8 trillion won, the ratio would drop to 13.14%, the

Hyundai Motor stock fell 13,000 won (3.09%) to 408,000 won on the 26th despite announcing cancellation of 2,505,606 treasury shares worth 789.1 billion won. Securities analysts cited shareholder return policies below investor expectations and weakened robotics business anticipation as reasons for th