Global TradFi & Macroeconomics

According to Bloomberg, Bitcoin held in self-custody wallets declined for the first time in approximately 15 years as large holders increasingly migrate to tax-efficient alternatives. BlackRock's iShares Bitcoin Trust (IBIT) has absorbed more than $3 billion in Bitcoin through in-kind ETF creation b

On August 26, Shanghai Gold Exchange gold T+D futures closed down 0.46% at 999.8 yuan per gram, while silver T+D futures rose 0.54% to 16,720 yuan per kilogram.

According to BlockBeats, on August 26, the Democratic Party leads by approximately 6 percentage points in generic congressional polling as the U.S. midterm elections enter their final 10 weeks. Market participants are assessing the impact of a potential Democratic takeover of Congress on financial m

The U.S. July PCE price index is due to be released at 8:30 PM ET on August 26. The core rate is expected to remain unchanged at 3.3% year-over-year, while the overall monthly rate is anticipated to rebound. Market participants have increased their bets on a Fed rate hike in September to

According to BitMEX co-founder Arthur Hayes, Bitcoin's latest rally was fueled by the U.S. Treasury's August 19 announcement to double its long-end bond buyback limits from $2 billion to $4 billion per operation through November 4. Bitcoin surged approximately 8.7% immediately after the announcement

According to Yonhapinfomax, South Korea's 3-year Treasury yield on August 26 afternoon recovered to 3.811%, down 1.5 basis points from the previous trading day after declining to 3.777% earlier in the session. The 10-year yield fell 3.6 basis points to 4.282%, and the 30-year yield dropped 4.2 basis

According to Guru Club, Australian Retirement Trust (ART), Australia's second-largest pension fund, has built its largest yen position in years over the past six months, betting that markets are underestimating the likelihood of Bank of Japan rate increases. The fund increased yen holdings while

According to Guru Club, Chicago wheat futures rose 1.7% and hit a two-year high during Asia morning session on August 26, driven by concerns over worsening Black Sea grain export disruptions. The most actively traded wheat contract reached its highest level since May 2024. Russia and Ukraine, the wo

Kim Seung-hyun, Head of 1Q ETF Quant Solutions Division at Hana Asset Management, discussed AI investment strategy in an interview with MoneyToday on August 24. Kim stated that investors should focus on companies that will survive AI competition, emphasizing three criteria: superior technology,

According to Kim Seung-hyun, head of Hana Asset Management's quantitative solutions division, on August 24, the company launched nine new ETF products, including the 1Q K-Semiconductor TOP2 Bond Mix 50, which has attracted 228.5 billion Korean won in inflows. Kim stated that investors should focus o

According to Jin10, as of 15:21 on August 26, China's domestic futures markets recorded significant capital flows. Shanghai Copper (2610) saw inflows of 2.225 billion yuan, Soybean Meal (2701) received 936 million yuan, and Coking Coal (2701) attracted 622 million yuan. On the outflow side,

UK 10-year gilt yields fell to 4.981% today, marking the lowest level in 13 days.

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020.

KOSPI rose 65.47 points (0.97%) to close at 6,808.21 on the 26th, supported by large-cap buying amid easing external risks. The index recovered the 6,800 level as geopolitical tensions eased and interest rates declined, despite caution ahead of NVIDIA's earnings release. Reports via Russian state

Hyundai Motor raised its 2030 operating margin target to above 9% at its CEO Investor Day on the 26th, up from the previous 8-9% range, citing vehicle competitiveness and cost reduction capabilities. The automaker announced plans to cut cost of sales by 3 percentage points by 2030 through

SK Innovation announced on the 25th that it will absorb SK IE Technology (SKIET) through a merger, seven years after spinning off the battery separator business in 2019. The merger ratio is set at 0.1174540 SK Innovation shares per one SKIET share, with a merger date of January 1 next year,

Seoul's bond market was expected to strengthen on the 26th as international oil prices declined, according to a market analysis. The Bank of Korea's Monetary Policy Committee meeting was scheduled for the following day, with long-term bonds anticipated to show more strength than mid-term

Marvell Technology (NAS:MRVL) is scheduled to report its fiscal Q2 2027 earnings (covering May-July) on August 27, according to Joe Terranova, Chief Market Strategist at Virtus Investment Partners, who appeared on a CNBC program on August 25. Terranova stated that AI trading currently needs an

International Monetary Fund (IMF) Managing Director Kristalina Georgieva stated on the 25th (local time) that all countries must establish and present credible plans to address fiscal issues and ensure debt and deficits remain on sustainable paths. Speaking to reporters at IMF headquarters, Georgiev

NH Investment & Securities researcher Kwon A-min assessed in a report published on the 26th that the primary support level for the USD/KRW exchange rate is 1,340-1,350 won, considering the large-scale shareholder return programs announced by Samsung Electronics and SK Hynix. The analyst estimated