Global TradFi & Macroeconomics

According to Asia Economy, Bitcoin surged past $81,000 on August 25-26, reaching $81,235 intraday—its first breach above $80,000 since mid-May—driven by short-position liquidation and institutional inflows. Gold, silver, and copper rallied simultaneously as concerns over U.S. fiscal deficits and

According to E-Daily, CrowdStrike surged 10% in after-hours trading on August 25 following better-than-expected earnings and raised full-year revenue guidance, as demand for AI-driven cybersecurity solutions accelerates. The U.S. cybersecurity company's stronger-than-anticipated results reflect

A Toss Securities customer identified as 'A' claims to have suffered approximately 75 million won in losses after the brokerage rejected a sell order for 517,618 shares on January 31 last year. After more than a year of seeking explanation, Toss Securities on June 16 stopped processing additional

According to Australia and New Zealand Banking Group, the Reserve Bank of Australia is expected to raise official cash rates by 25 basis points to 4.6% in September. The forecast follows July consumer price index data that exceeded expectations, primarily driven by surging fuel costs. The bank's

The US Treasury's expansion of its long-term bond buyback program is expected to sustain dollar weakness through October, according to iM Securities researcher Lee Sang-heon on May 27. The Treasury will increase buyback limits for 10-30 year maturities from $2 billion to a minimum of $4 billion

According to Edaily, Nvidia reported fiscal Q2 2027 revenue of $96.2 billion on August 26, exceeding Wall Street estimates of $92.27 billion by approximately $4 billion and marking its 13th consecutive quarter of record revenue. The company's data center business revenue reached $89 billion,

According to Edaily, Nvidia recorded its 13th consecutive quarterly revenue record on July 16, with the AI semiconductor demand surge from Big Tech companies' expanded data center investments driving the results. The latest quarter saw revenues reach approximately $133 billion, reinforcing Nvidia's

Korea Investment & Securities stated on the 27th that KOSDAQ requires a decline in market interest rates for a meaningful rebound, despite improved earnings and low valuations. Analyst Yeom Dong-chan explained that recent rises in Korean treasury bond rates have constrained stock prices due to KOSDA

National Australia Bank expects the Reserve Bank of Australia to raise interest rates in September, according to the bank's latest economic forecast.

According to Korean Investment & Securities on August 27, KOSDAQ's earnings have improved significantly but the index remains trapped at historically low valuations, with meaningful recovery contingent on declining interest rates. The analyst noted that despite TTM (trailing twelve months) net

Aju IB Investment, a first-generation South Korean venture capital firm, achieved a 10-fold return on its investment in biotech company Arcellx, according to a report. The firm invested 17.4 billion KRW in Arcellx starting in 2019 through its Boston subsidiary Solasta Ventures and recovered 167.5 bi

Mirae Asset Securities and Toss Securities are pursuing the acquisition of Japanese securities firms as part of an accelerated global expansion strategy. According to financial industry sources on the 27th, the two companies are conducting final acquisition discussions targeting 3-4 Japanese securit

Japanese semiconductor company Kioxia plans to build a new production facility at its northern Japan plant with an investment exceeding $6.27 billion (approximately 8.69 trillion won). According to Nikkei Asia on the 27th, Kioxia management is scheduled to announce the construction plan at the

According to financial sources on August 27, Mirae Asset Securities and Toss Securities are pursuing the acquisition of 3-4 Japanese brokerages, with final targets expected to be confirmed by September. The two companies are analyzing business viability, acquisition price, and potential synergies to

According to Nikkei Asia, Kioxia announced on August 27 plans to invest over $6.27 billion to construct a new NAND Flash memory production facility at its Iwate plant in northern Japan, with operations targeted to begin from 2029 onward. The new facility will mass-produce NAND Flash memory chips

According to Asia Economy, South Korean venture capital firm Ajou IB Investment has established itself as a leading early-stage and growth-stage investor since pioneering domestic VC entry into Boston in 2013. To date, 19 of its portfolio companies have listed on Nasdaq. The firm achieved a

Samsung Securities downgraded Hyundai Motor's target stock price by 7.7% to 600,000 won from 650,000 won on the 27th. Analyst Lim Eun-young attributed the downgrade to concerns that Hyundai Motor Group's robotics business expansion through separate subsidiaries rather than the parent company will pr

Salesforce CEO Marc Benioff dismissed concerns about a 'SaaSpocalypse' on Wednesday during an appearance on CNBC's Mad Money, following the company's latest earnings report. Benioff stated that frontier AI models depend on customer relationship management software rather than replacing it. Earlier t

Samsung Securities lowered Hyundai Motor's target price to 600,000 Korean won from 650,000 won yesterday (Aug 27), representing a 7.7% reduction. The downgrade reflects concerns that the robot business—a key growth driver for Hyundai Group—is being pursued through separate subsidiaries, limiting

On Thursday, August 27, major economic releases and central bank communications are scheduled. The European Central Bank will publish monetary policy meeting minutes at 19:30 UTC, while key U.S. data includes initial jobless claims for the week ending August 22 and weekly EIA natural gas inventory a