Global TradFi & Macroeconomics

According to Newsis on August 25, Bitcoin surged to approximately 110 million KRW on Bithumb exchange, up roughly 24% in 12 days from 89 million KRW on August 13. In U.S. dollar terms, Bitcoin climbed from 64,000 USD on August 19 to above 81,000 USD, gaining over 25% in six days. The rally was

According to Korea Exchange, the KOSPI dropped 20.45% in the second half of 2026 as of August 24, sliding from 8,476.48 to 6,742.74, reversing gains from a 101.14% surge in H1. Investor deposits held at securities firms fell 15.31% to 103.01 trillion Korean won from 121.63 trillion won at

According to Hyundai Securities, Nvidia will report its fiscal 2027 second-quarter earnings on August 26, with consensus expectations for revenue of $91.64 billion, up 96.1% year-over-year, and adjusted earnings per share of $2.08, up 98.1% YoY. Market focus will extend beyond earnings surprises.

According to Guru Club, WTI crude oil fell 1% intraday on August 26, trading at $81.23 per barrel.

According to Guru Club, spot gold broke through $4,720 per ounce on August 26, rising 0.55% in intraday trading.

According to MarketWatch, Nvidia will release its earnings report Wednesday after market close. Options data provider ORATS indicates the market expects post-earnings stock volatility of just 5.4%, the lowest level ahead of an earnings report since August 2021. The muted volatility forecast

Samsung Electronics announced on the 21st a shareholder return plan of up to 110 trillion won, the largest in Korean listed company history. Its stock fell 8.70% on the 24th to 257,000 won. SK hynix, which announced a 40 trillion won share buyback on the 19th, saw its stock rise 12.73% on the 20th.

According to Financial News, Samsung Electronics approved on August 21 a record 110 trillion won shareholder return plan, the largest in South Korean listed company history. This is five times larger than the previous record of 20.3 trillion won set in 2020. Samsung will distribute

According to Kiwoom Securities, as of August 25, high-net-worth individuals in South Korea with assets exceeding 1 billion won reduced their portfolio exposure to Naver and Kakao, while increasing holdings in Samsung Electronics and SK Hynix. The shift reflects a broader domestic market trend

According to a Reuters survey, more than half of economists now expect the Bank of Japan to raise its policy rate to at least 1.50% by the first quarter of 2027, compared to 1.25% expected in the previous survey.

According to a Reuters survey, 57% of economists expect the Bank of Japan to raise its benchmark interest rate to 1.25% in September, a sharp increase from just 5% in the previous survey.

According to a Reuters survey conducted in July, 69% of economists assessed the joint foreign exchange intervention between the United States and Japan as either ineffective or completely ineffective.

WTI crude oil futures opened lower by 1.5% to $81.23 per barrel during Wednesday's Asia-Pacific session (Aug 26). The move came as Oman signaled efforts to seek reopening of the Strait of Hormuz.

According to CME's Fed Watch tool, on August 26, the probability of the Federal Reserve holding rates steady in September stood at 60.4%, with a 25 basis point increase priced at 39.6%. For October, markets assigned a 45.7% probability to unchanged rates, 44.7% to a 25 basis point hike, and 9.7% to

According to Morgan Asset Management's chief market strategist for Europe, Middle East and Africa Karen Ward, signals from the U.S. labor market suggest the Federal Reserve should not raise rates in September. Ward stated that while overall inflation remains elevated, its persistence depends

According to MarketWatch, Raymond James analyst Simon Leopold upgraded AMD to Strong Buy on Tuesday (August 25), raising his price target to $641, implying 34% upside from current levels. AMD's stock rose 4.9% on the rating change. Leopold highlighted AMD's competitive advantages in the data

According to Odaily, Thailand's Securities and Exchange Commission (SEC) announced a public consultation on proposed rules for Bitcoin and Ethereum spot exchange-traded funds (ETFs). The draft regulations include adjustments to foreign custodian qualification requirements. Bitcoin and Ethereum ETFs

The U.S. Dollar Index (DXY) fell 0.1% to 98.93 on Tuesday, Aug. 26, as lower Treasury yields and rising risk sentiment weighed on the dollar. The index remains near its lowest level since mid-May. Canadian dollar strengthened, with USD/CAD declining 0.1% to 1.3827, as Canada announced retaliatory t

Dukascopy Bank's consolidated profit declined 58.1% in the first half ended June 30 to CHF 1.38 million from CHF 3.29 million a year earlier. Trading income, the bank's largest revenue source, fell 25.1% to CHF 8.77 million, offsetting gains in net commissions which rose 36.7% to CHF 2.33 million.

According to a survey by Jin10 on August 26, 14 out of 22 surveyed economists expect South Korea's central bank to raise its benchmark rate by 0.25 percentage points to 3% at its meeting this Thursday, while 8 predict the central bank will hold rates steady. The closely divided forecast reflects