Global TradFi & Macroeconomics

According to CNBC, Bank of America warned on August 25 that the Philadelphia Semiconductor Index (USI:SOXX) could decline an additional 10% in the short term, citing overlapping technical factors and funding concerns. Analyst Vivek Arya noted that rising U.S. Treasury yields, regional opposition to

CNBC's Jim Cramer said Tuesday Nvidia has become critical to the artificial intelligence boom, with its earnings potentially reverberating across the entire market. Cramer stated 'Nvidia's truly become anything but ordinary, it's all-important, and it's the ultimate battleground' on 'Mad Money.'

According to E-Daily, U.S. stock markets rallied overnight on easing macro concerns and bargain-buying in semiconductor stocks. South Korea's stock market is expected to stage a recovery, with analysts citing reduced selling pressure and improved market breadth. Kiwoom Securities analysts pointed to

According to MarketIn Premium, Directional, a securities lending platform, and its CEO were reported to police on August 25 for unauthorized disclosure of paid and non-public securities lending data provided by S&P Global for internal testing purposes. The data allegedly included fee brackets and

Huya Inc. reported second-quarter net revenue of $590.8 million, up 16% year-over-year and surpassing the market estimate of $571 million. Adjusted earnings per ADS from continuing operations came in at $1.24, exceeding the consensus estimate of $1.17. For the third quarter, the company guided net

According to Asia Economy, South Korea's first LLC-structured venture capital firm Premier Partners was selected as the main operator of the government's K-Bio Vaccine Fund No. 7, with the fund's target size increased from 1 trillion won to 2 trillion won. As of August 18, 2026, Premier Partners' to

According to Russian state news agency RIA Novosti, the U.S. dollar weakened on August 25 as international oil prices fell sharply following reports of an easing in U.S.-Iran tensions. The dollar index (DXY) declined 0.134% to 98.883, down from the previous close of 99.016. Oil prices dropped

Mirae Asset Securities on the 26th maintained its 'Buy' rating and 370,000 won target price for Samsung Electronics stocks, calling the recent decline an overreaction to macro uncertainty. The closing price on the 24th was 257,000 won, indicating 44.0% upside potential. Analyst Kim Young-gun

Bitcoin surged 24% on South Korean exchange Bithumb from 89 million won on May 13 to 110 million won on May 25, according to the virtual asset industry on May 26. In USD terms, Bitcoin jumped over 25% in six days from around $64,000 on May 19 to above $81,000 during trading on May 25, with major

Moderna (MRNA) stocks closed 14% higher on Tuesday, climbing back above $150, amid renewed optimism around its cancer vaccine program following Wolfe Research's upgrade and $9.2 billion peak sales estimate. Wolfe Research upgraded Moderna to Peer Perform from Underperform, citing positive

According to Jin10, on August 26, Federal Reserve Vice Chair Barkin warned that rising U.S. public debt will eventually face a "reckoning," though the exact timing remains unpredictable. With U.S. public debt surpassing $40 trillion, Barkin noted that as long as investors continue purchasing

According to China Securities Journal, China's power equipment and energy storage sectors accelerated in the first half of 2026, driven by intensified capital expenditure from major state-owned grid operators. Ultra-high voltage transmission projects and distribution network upgrades expanded

Dallas, Texas, is emerging as a financial hub nicknamed 'Y'all Street,' combining Texan slang 'y'all' with New York's Wall Street. The Washington Post reports Dallas is attracting major investment banks and financial professionals through deregulation, tax incentives, and corporate recruitment

Brazil's Ministry of Finance announced on Wednesday (August 26) that it will release changes to its annual financing plan.

According to Business Insider, economist Jeremy Siegel expects Fed Chair Kevin Warsh's speech at Jackson Hole on Friday (Aug 28) could catalyze significant stock gains if he clarifies which economic indicators guide monetary policy decisions. Siegel believes market clarity on policy metrics—such

Thailand's Securities and Exchange Commission published an announcement on Aug. 24 seeking public comments on draft regulations for spot cryptocurrency exchange-traded funds. The regulator detailed that bitcoin and ethereum funds will be the first eligible products, with altcoin funds potentially fo

According to Mirae Asset Securities, the research firm issued a report yesterday (August 26) stating that long-term shareholder return policies are essential to resolving South Korea's persistent stock market valuation discount. The firm

JYP Entertainment received 28 target price downgrade reports from the 1st of last month to the 23rd of this month, the most among individual stocks. Financial data provider FnGuide reported this on the 26th. The downgrades followed Q2 earnings that missed market expectations, with revenue

Marvell Technology's earnings on the 27th could catalyze stagnant AI stocks, analyst Joe Terranova said. The Virtus Investment Partners Chief Market Strategist stated on a CNBC program on the 25th (US local time) that AI trading currently needs an 'adrenaline shot' and Marvell Technology is the

According to F&Guide, JYP Entertainment received 28 target price downgrades from securities firms between August 1 and 23, the most among all individual stocks. The downgrades follow disappointing Q2 results and growing uncertainty around key artists including TWICE's future activities and Stray