Global TradFi & Macroeconomics

According to Yonhapinfomax, on August 26, Mirae Asset's TIGER AI Semiconductor Core Process ETF holds Samsung Electro-Mechanics (23.96%) as its largest position, followed by LG Innotek (17.03%) and I.S. WIS (16.75%). The ETF head noted that MLCC prices rose approximately 10% in June and surged

According to Business Insider, Oracle told managers to reduce payroll before September 1, citing an internal report, marking a fresh round of cuts following fiscal 2026 when the company eliminated roughly 21,000 positions and spent $55.7 billion on data-center capital expenditure. Oracle's

According to PANews, U.S. 10-year Treasury yields rose slightly on August 26 following economic data releases, with the benchmark yield now holding steady at 4.635%.

Nvidia reports earnings after the bell as investors assess the chipmaker's dependence on hyperscalers Amazon, Google and Microsoft. Canada announced $20 billion in retaliatory tariffs on U.S. goods effective Sept. 8, matching Trump administration's 50% duties dollar for dollar. Iran and Oman

According to ChainCatcher, the U.S. PCE price index for July came in at 3.7% year-on-year, higher than the expected 3.6% and unchanged from the previous month.

The U.S. second-quarter GDP price index (GDP deflator) was revised upward to 6.4% on an annualized quarterly basis, exceeding the forecast of 6.2% and the initial reading of 6.2%.

U.S. core personal consumption expenditures (PCE) held flat month-over-month in July, matching the forecast of 0% and declining from the previous month's 0.4%.

The U.S. July PCE price index rose 0.2% month-over-month, exceeding the expected 0.1% increase and reversing the prior month's -0.1% decline.

U.S. core durable goods orders, excluding transportation, rose 0.4% month-over-month in July, according to initial data, falling short of the 0.6% forecast and down from 0.7% in June.

According to U.S. Commerce Department data, the second-quarter personal consumption expenditures (PCE) inflation rate was revised upward to 3.4% annualized quarterly rate, surpassing both the initial estimate

The U.S. core personal consumption expenditures (PCE) price index for the second quarter, on an annualized quarter-over-quarter basis, was revised upward to 3.6%, exceeding the forecast of 3.4% and the initial reading of 3.4%.

The U.S. core PCE price index, which excludes volatile food and energy prices, rose to 3.34% year-over-year in July, surpassing economists' forecast of 3.3% and marking an increase from the previous month's 3.3%.

U.S. second quarter final sales annualized quarterly rate came in at 2.2%, matching both the forecast and the previous quarter's reading, according to U.S. Commerce Department data.

U.S. durable goods orders rose 1.1% month-on-month in July, exceeding expectations of 0.50% and matching the previous month's growth rate.

U.S. non-defense capital durable goods orders excluding aircraft contracted 0.2% month-over-month in July, preliminary data showed, missing market expectations of 0.7% growth and decelerating from June's revised 1.2%

U.S. durable goods orders excluding defense rose 1.3% month-over-month in July. The prior month's figure was revised to 0.3% from an originally reported 0.5%.

According to BitcoinTreasuries.NET, AllianceBernstein has cut Strategy's price target to $350 from $450 while maintaining an outperform rating. The new target price still implies 180% upside potential, suggesting the asset manager's continued confidence in the bitcoin treasury company's

The U.S. real gross domestic product (GDP) annualized quarterly rate for the second quarter was revised to 1.5%, in line with the prior estimate of 1.5% and matching the market expectation of 1.50%.

U.S. personal income rose 0.4% month-over-month in July, exceeding economists' forecast of 0.2% and matching the prior month's revised gain of 0.2%.

According to official data, U.S. capital goods orders excluding aircraft and defense (non-defense capital goods orders) came in at 0.2% for July on a month-over-month basis, falling short of the forecasted 0.90%. The prior month's reading was revised upward to 1.7% from an earlier estimate of 1.20%.