Global TradFi & Macroeconomics

According to Cryptopolitan, Robinhood Chain recorded $85.1 million in real-world asset trading volume yesterday (Aug 25), marking a new all-time high. Tokenized stock trading accounted for $66.6 million, representing 78% of total volume, while ETF and U.S. Treasury-related trades contributed $4.8 mi

South Korean securities firms and banks face an estimated 9 trillion won in fines from the Fair Trade Commission over alleged collusion in government bond primary dealer operations, with the FTC scheduled to begin plenary meetings on the 27th and

Fidelity International recommended bank stocks, AI supply chain firms, and gold to counter structural inflation, CNBC reported on the 26th. The global asset manager attributed persistent high inflation to five structural factors: massive government fiscal deficits, astronomical AI infrastructure

According to Korea Exchange, South Korean construction stocks rose approximately 25% in August (as of August 26), outperforming broader market indices, as expectations grow for accelerated U.S. nuclear power plant construction. Analysts attribute the gains to potential early ordering of key

Morgan Stanley acquired a 5.08% stake in Daehan Shipping, disclosed on the 26th through South Korea's Financial Supervisory Service electronic disclosure system, marking the global investment bank's entry as a major shareholder in the Korean shipping company. The acquisition, based on holdings as

According to Yonhap Infomax, the USD/JPY exchange rate fell 0.10% to 159.003 yen on August 26 afternoon, as the yen strengthened on reduced concerns over US-Iran military conflict. Russian state news agency TASS reported, citing Pakistani military and Iranian security sources, that the US and Iran h

According to CNBC, Fidelity International released a report on Aug 26 diagnosing persistent structural inflation driven by government fiscal deficits, massive AI infrastructure investment, tight employment markets, stronger trade barriers, and energy supply disruptions. The firm identified this

Goldman Sachs and Canaccord Genuity raised price targets on Coinbase and Strategy stocks on August 25 following Bitcoin's rebound toward $80,000. Goldman Sachs analyst James Yaro increased Coinbase's 12-month price target to $196 from $173 while maintaining a Buy rating, and Canaccord Genuity analys

South Korea's Joint Response Team against Stock Price Manipulation initiated a forced investigation against Hanmi Accounting Corporation on the 26th, according to financial authorities. The investigation targets allegations of illegal stock trading using undisclosed material information of listed co

According to Money Today, South Korea's Fair Trade Commission will hold full-member meetings on August 27, 29, and September 2 to finalize penalties against securities firms and banks for Treasury Debt PD (professional dealer) collusion. The regulator is expected to confirm penalty amounts by

According to E-Daily on Aug. 26, Morgan Stanley & Co. International PLC disclosed a 5.08% stake (16.41 million shares) in South Korean shipping company Daihan Shipping (005880), citing investment purposes. The stake was accumulated through market purchases after Aug. 18, with holdings crossing

According to Jin10, Dutch gas network operator Gasunie stated on August 26 that the Netherlands will fail to reach its natural gas storage target of 115 billion kilowatt-hours before winter, as replenishing inventory during summer is not commercially viable. Current storage levels stand at 45%,

Goldman Sachs analyst James Yaro raised Coinbase's 12-month price target to $196 from $173 on August 25, while Canaccord Genuity analyst Joseph Vafi lifted Strategy's target to $175 from $130. Both analysts maintained Buy ratings as Bitcoin rebounded toward $80,000. Goldman's new Coinbase target

Boeing secured a US military contracting vehicle worth up to $131.23 billion for the F-15 Eagle Crest program. The US Department of War awarded the indefinite-delivery/indefinite-quantity contract on Aug. 24, covering new aircraft production, systems integration, modernization, upgrades,

According to Jin10 data, six foreign exchange options orders of 1 billion each are set to expire at 22:00 Beijing time on August 26, covering EUR, JPY, GBP, and AUD pairs. Market participants are advised to monitor potential volatility during the expiration

OpenAI unveiled its first custom AI chip on Tuesday, reporting that the Jalapeño processor delivered 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 times lower end-to-end latency than Nvidia Corp.'s GB200 and GB300 systems across specific benchmarks. The chip, developed with Broadcom and

South Korean high-dividend ETFs recorded 584.4 billion won in net asset inflows over the past month, bringing total assets to 23.63 trillion won, following shareholder return policy announcements from Samsung Electronics and SK Hynix. The inflows reflect investor demand for stable cash flow

According to Stocktwits, OpenAI on Tuesday (Aug 26) unveiled its Jalapeño AI chip, which delivered 1.5 to 1.9 times better energy efficiency and up to 3.6 times lower latency than Nvidia's GB200 and GB300 systems on

According to Morgan Stanley research disclosed by ChainCatcher, major technology companies, Nvidia, and Broadcom have collectively made over $3.1 trillion in off-balance-sheet commitments as of Q2 2026, comprising $1.1 trillion in leasing obligations and $1.7 trillion in purchase commitments.

According to Money Today on August 26, South Korean high-dividend ETFs attracted significant inflows as individual investors increasingly favored income-generating products. The 71 high-dividend related ETFs listed on the domestic stock market saw net asset increases of 584.4 billion won over the