Global TradFi & Macroeconomics

According to Citibank, on August 26, South Korea's central bank is expected to raise its benchmark rate from 2.75% to 3.00% in August, followed by additional rate hikes in November and February, bringing the benchmark rate to 3.50%. Citibank also retained the possibility of faster-than-expected

According to The New York Times, the U.S. Securities and Exchange Commission (SEC) issued subpoenas to Goldman Sachs, JPMorgan, Citigroup, and Bank of America, demanding records related to the timing of Situational Awareness’s stock trades, its borrowing and leveraged trading activities, and the preservation of relevant documents. In July of this year, a sell-off in AI-related stocks triggered margin calls, causing the fund’s stock portfolio to plunge 67% in a single month and its AUM to shrink

Eleven securities firms raised stock price targets for Hanmi Pharmaceutical on the 25th, reversing downgrades issued the previous month. The average target price increased 6.62% from 612,222 won at the end of last month to 652,778 won, with Korea Investment Securities setting the highest target at 8

According to iNews24, Hanmi Pharmaceutical signed an exclusive technology transfer agreement with Genentech, a Roche subsidiary, on August 26 for the investigational obesity and metabolic disease treatment HM17321, with a total deal value of approximately $2.3 billion. The company will

China's overnight SHIBOR (Shanghai Interbank Offered Rate) traded at 1.4120% overnight, down 2.3 basis points. The 7-day SHIBOR declined 2.95 basis points to 1.4240%, while the 3-month SHIBOR remained flat at 1.4300%.

According to Singapore Maritime Port Authority data, Singapore maritime fuel sales in July 2026 reached 4.73 million tons, rising 1.35% month-on-month and declining 3.78% year-on-year. The number of vessels bunkering at Singapore ports reached 3,675, up 1.57% from the previous month, with average fu

According to TradingBeats, a whale trading SKHX yesterday (Aug 26) has accumulated 35,600 long positions worth approximately $44.2 million and achieved unrealized gains of about $2.559 million at current price of $1,240, which represents a 24-hour increase of 7.8%. This morning before the U.S.

According to Money Today, South Korea's stock market entered a holding pattern on August 26 ahead of Nvidia's earnings report and the U.S. July personal consumption expenditures (PCE) inflation data scheduled for release today. The KOSPI opened down 0.23% at 6,727.25 points, while the KOSDAQ

London spot gold rose 0.21% overnight to touch $4,696.83, marking a new high since mid-May. U.S. August consumer confidence fell to 89.4, the lowest level since January, according to the Conference Board. Meanwhile, U.S.-Iran ceasefire negotiations advanced significantly, with media reports

Strategy founder and executive chairman Michael Saylor publicly reiterated his Bitcoin investment thesis on August 26, defining Bitcoin as “digital economic energy” and building a Bitcoin-centered capital markets financing structure using common and preferred stock. Bitcoin rebounded to approximately $79,100 on August 26, putting Strategy’s Bitcoin holdings back above their cost basis. Saylor: Fixed Supply Cap and Decentralized Settlement Replace Traditional Currency Storage According to Saylor’

According to Guru Club, on Tuesday (Aug 26), New York copper futures hit a record high of $6.7270 per pound, up 1.8%, surpassing the previous record of $6.7140 set on Aug 12. The September contract equivalent was approximately $14,830 per ton. Trade flows are being reshaped by anticipated U.S.

According to Mirae Asset Asset Management, AI infrastructure expansion will shift semiconductor supply bottlenecks from memory chips to components like multilayer ceramic capacitors (MLCC) and printed circuit boards (PCB), as server performance becomes more advanced. In a web seminar held today

On Aug. 26, the term “financial repression” became a hot topic among cryptocurrency circles and market analysts. The latest issue of CoinDesk’s Daybook newsletter pointed out that two recent policy shifts indicate that governments deeply mired in debt are reviving policy tools to suppress real interest rates and restrict the flow of savings, driving funds toward “outside-the-system” assets such as Bitcoin and gold. Financial Repression Defined: Suppressing Real Interest Rates, Forcing Treasury D

According to BlockBeats, South Korea's KOSPI index rose over 2% intraday on August 26, with Samsung Electronics gaining 2.63% and SK Hynix rising 3.04%, according to Bitget market data.

The FRED database of the Federal Reserve Bank of St. Louis released data on Aug. 26 showing that U.S. seasonally adjusted M2 reached $23.22 trillion in July, up 5.41% year over year. Fed Chair Warsh will attend the Jackson Hole Global Central Bank Symposium for the first time as chair on Aug. 28. According to CME FedWatch data, the market is pricing in roughly a 60% chance that interest rates will remain unchanged in September. M2 Indicator Definition: Broad Money Supply That Includes M1 M2 is a

SK Innovation projected 600 billion won in annual cost savings from its merger with SK IE Technology during an online briefing on the 26th. Kim Yun-hoi, SK Innovation's Strategy Office Head, stated the merger would generate approximately 600 billion won in annual savings and could produce

Grayscale launched Zcash ETF (ticker: ZCSH) on NYSE Arca on Tuesday, converted from its existing Grayscale Zcash Trust. The product charges a 2.5% management fee, with all fee-derived revenue flowing back to the Zcash ecosystem to support network development. As of Monday, Grayscale Zcash Trust

According to Yonhapinfomax, South Korea's central bank reported a reserve deficit of 2.28 trillion won on August 26, with reserve increases of 11.1 trillion won offset by decreases of 22 trillion won. The overnight call rate stood at 2.771%, with transaction volume reaching 17.16 trillion won.

According to SK Innovation's merger briefing on August 26, the company aims to achieve annual cost savings of approximately 60 billion won and EBITDA profitability within two years through its merger with SK IE Technology. The expansion of energy storage system (ESS) separator production is

Alibaba Group Holding Limited (BABA) completed its HK$80 billion ($10.2 billion) Hong Kong share offering over the weekend. Prominent investor Michael Burry had switched out of all his Alibaba shares and into rival JD.com before the offering was completed, and publicly stated on X that he “cannot support the stock issuance.” Bloomberg reported that he added that Alibaba’s share price would need to fall by half before he would consider buying back in. Alibaba Share Offering Details: HK$112.70 per