Global TradFi & Macroeconomics

Canada's Big Six banks—TD Bank, Royal Bank of Canada, BMO Financial Group, Scotiabank, CIBC, and National Bank of Canada—are reporting their third-quarter earnings this week starting August 26, 2026. The banks face high expectations after their stock prices surged 20% to 35% year to date, driven

According to Yonhapnews, on August 26, Lee Junho, former head of Kakao Entertainment's investment strategy division, failed to appear at a Seoul High Court hearing regarding Kakao's alleged stock price manipulation of SM Entertainment. The witness examination was canceled as a result. The next heari

According to The Canadian Press, Canada's Big Six banks face heightened expectations as they report third-quarter earnings this week, with shares up 20-35% year-to-date. Analysts expect midpoint annual earnings growth of around 13%, but warn that any missteps could trigger volatility given the

According to reports from the financial investment industry, on August 26, Korea's financial regulator conducted a search of Korea-America Accounting Firm as part of an investigation into suspected insider trading using non-public information. The Financial Services Commission, Financial

According to Korea Exchange data, Korean Electric Power Company (KEPCO) stock surged 8.56% (up 2,800 won) to trade at 35,500 won as of 1:46 p.m. on August 26. The rally came after reports that the U.S. government proposed South Korea invest in a stake of Westinghouse Electric Company

According to Morgan Stanley's August 24 research report, the firm raised its Google TPU unit sales price assumption from $20 billion to $27 billion per GW, with gross margins rising to 30% from 20%. The upward revision lifted Morgan Stanley's 2027 and 2028 TPU-related cloud revenue forecasts to $84

Eugene Investment & Securities reported second-quarter net profit of 67.5 billion won, a 101.1% increase from the previous year, with first-half cumulative profit reaching 120.2 billion won, up 203.5%. The earnings surge was driven by corporate finance (IB) deals in data

According to Korea Exchange data, Eugin Securities reported first-half net profit of 1.202 trillion won on Aug 26, up 203.5% from the prior year, driven by gains in debt and equity trading as well as corporate finance operations. However, the stock price closed at 4,360 won, below its 5,000 won

Nike Inc. stock gained overnight as Jefferies identified the recent stock weakness as a potential buying opportunity, citing strong demand for Nike's running products at Dick's Sporting Goods despite ongoing inventory clearances. The firm highlighted comments from Dick's Sporting Goods executive

According to Jefferies and RBC Capital, overnight (Aug 25), analysts view Nike's recent stock weakness as a potential buying opportunity. Jefferies highlighted strong demand for Nike's running products at Dick's Sporting Goods, particularly models like Vomero and Peg, suggesting the turnaround

According to The New York Times, Netflix is considering adding rival streaming services like Comcast's Peacock and Fox One to its platform on August 26 to compete with Alphabet's YouTube and Roku. The strategy aims to transform Netflix into a one-stop shop for TV content, though no imminent deal

According to ChainCatcher, BlackRock has lowered the minimum threshold for converting self-custodied BTC into iShares Bitcoin Trust (IBIT) shares from $25 million to $1 million. Bitwise reduced its comparable threshold from $100 million to $3 million. The conversions use in-kind creation, allowing i

SK Innovation stocks fell 10.16% to 112,300 won on the 26th following the company's announcement to absorb its separator business subsidiary SK IE Technology (SKIET) through a merger. The decline reflects investor concerns over dilution from new share issuance and SK Innovation's increased

According to Mirae Asset Asset Management on August 26, demand for multilayer ceramic capacitors (MLCCs) and PCB substrates is surging as artificial intelligence server upgrades intensify supply chain bottlenecks. MLCCs function as power buffers in AI servers, while PCB substrates connect multiple c

According to SK Innovation, the company announced on August 26 its plan to absorb subsidiary SK IE Technology (SKIET) through a merger, triggering significant market volatility. SK Innovation shares fell 10.16% to 112,300 Korean won in afternoon trading, while SKIET surged 29.95% to the daily

NVIDIA Stocks rebounded after eight trading days, halting a seven-day decline—the longest since 2022—as the company's Q2 earnings announcement approaches one day ahead. The stock found support near its 200-day moving average at $208. According to a JP Morgan briefing on the 25th summarizing

According to Korea Exchange, Samsung Life Insurance surged 9.65% to 312,500 Korean won and Samsung C&T rose 5% on August 26 afternoon, following Samsung Electronics' announcement of a maximum 110 trillion won shareholder return plan. Investors' demand concentrated on companies holding large Samsung

On August 26, Japan's 40-year government bond yield declined 2.0 basis points to 4.130%.

Securities firms raised target prices for GS Engineering & Construction on the 26th as the company's role in GS Group's Donghae AI Data Center (AIDC) project becomes more concrete. Daishin Securities, Kiwoom Securities, Hanwha Investment & Securities, and NH Investment & Securities all maintained 'b

According to multiple brokerages in South Korea today (August 26), GS Construction's stock target prices were raised amid optimism over the GS Group's planned Donghae AI data center (AIDC) project. Hana Financial Investment raised its target from 41,000 KRW to 50,000 KRW, while Daishin Securities in