Global TradFi & Macroeconomics

According to Ko Nakayama from Okasan Securities (reported by Jin10 on July 24), Japan's inflation outlook faces heightened upside risks as recent yen weakness and rising crude oil prices intensify cost pressures. Government data released Friday showed a modest rebound in consumer inflation for

Gate officially launched its stock copying feature on July 24, according to the company. Users can replicate real stock holdings from traders in real-time across U.S., Hong Kong, and South Korean stocks, plus ETFs—covering 12,500 securities total. The product supports fractional trading starting at

According to Financial News, on July 24, KOSDAQ margin financing balance plummeted to 6.9 trillion won from 9.1 trillion won recorded about a month earlier, marking a 23.9% decline. Daily average trading volume across Korean exchanges also contracted approximately 30%, dropping from 100 trillion won

According to Jin10, Japan's 40-year government bond yield rose 10 basis points to 4.010% on July 24, while the 5-year yield hit its highest level since 2000. Investors are betting the Bank of Japan will move slowly to tighten monetary policy as inflation concerns grow, particularly over rising oil p

Dongkuk Steel recorded operating profit of 45.6 billion won in the second quarter, the company disclosed on the 24th. Revenue reached 995.5 billion won, representing an 11.4% increase, while operating profit surged 52.31% year-over-year. The performance was driven by seasonal peak demand and increas

Samsung Heavy Industries [010140] disclosed on the 24th that its Q2 operating profit surged 58.7% year-over-year to 325 billion won, driven by the full-scale expansion of global operation production and the resumption of Dock 2 launches. The company, which achieved $10 billion in new orders from

Hyundai Wia reported Q2 operating profit of 50.4 billion won, missing market consensus by 15.3% as US tariff impacts and upfront investments in new business lines weighed on profitability. The South Korean auto parts manufacturer posted revenue of 2.3537 trillion won for the quarter, up 8.0%

According to Yonhap Infomax, Dongkuk Steel Group disclosed its Q2 results on July 24, reporting consolidated operating profit of 45.6 billion Korean won, up 52.31% year-over-year, and revenue of 999.5 billion won, up 11.4% year-over-year. The results exceeded market consensus estimates of 930.3 bill

Samsung Heavy Industries reported Q2 2026 operating profit of 325 billion won, surging 58.7% year-over-year, the company disclosed on July 24 according to Yonhap Infomax. Q2 revenue rose 20.4% to 32.3 trillion won, though both figures missed analyst expectations. The company attributed gains to

According to Yonhap Infomax, Hyundai WIA reported operating profit of 50.4 billion won for Q2 2026 on July 24, down 10.6% year-on-year and 15.3% below analyst consensus of 59.5 billion won. Revenue reached 2.35 trillion won, up 8.0% but exceeding market expectations. The decline in profitability

The UK government stated that the US has acknowledged its measures addressing forced labor issues in relation to the latest tariffs.

Japanese toilet maker Toto, textile firm Nitto Boseki, and seasoning giant Ajinomoto saw their stocks surge 78%, 63%, and 61% respectively this year, according to CNBC on the 21st (local time), as they capitalize on the artificial intelligence supply chain despite having no direct semiconductor business. The gains stem from these companies supplying specialized materials—ceramic electrostatic chucks, glass fiber for semiconductor substrates, and insulation films for high-performance computing—to

According to CNBC on July 22, Japanese firms TOTO, Nitto, and Ajinomoto saw stock gains of 78%, 63%, and 61% respectively this year, profiting from AI supply chain expansion despite their non-semiconductor focus. TOTO, a ceramics specialist, manufactures ceramic electrostatic chucks for semiconduct

According to Chosun Biz, foreign investors resumed net buying on South Korea's stock market from July 21-24, accumulating net purchases of 7.02 trillion Korean won over four consecutive trading days. The buying spree concentrated on semiconductor large-caps, with SK Hynix purchased for 1.434 trillio

According to BlockBeats citing Bitget data, Japan's Nikkei 225 index closed down 2.73% at 64,611.15 points on July 24, while South Korea's KOSPI index fell 5.73% to 6,690.02 points. Among major components, SK Hynix dropped 8.33% and Samsung Electronics

According to Jin10 Futures, on July 24 at 14:30, China's CNEX market-wide liquidity sentiment index rose to 51, up 2 points from the 10:15 reading. The sentiment index for large banks, mid-size banks, and non-bank institutions stood at 50, 52, and 50, respectively, each rising 2 points.

According to ChainCatcher, Japan's parliament approved on July 15 the transfer of Bitcoin and 105 other crypto assets from the Payment Services Act to the Financial Instruments and Exchange Act, removing a major legal barrier toward a potential spot Bitcoin ETF launch as early as 2028. The country a

According to Bloomberg, AST SpaceMobile (ASTS) and Rocket Lab (RKLB) shares fell 1% and 0.3%, respectively, overnight on July 23 as SpaceX reportedly halted Falcon 9 bookings beyond 2028 and paused production of expendable hardware including upper-stage components. The move signals SpaceX's pivot to

According to Jin10, on July 24, Brent crude oil broke above $100 per barrel for the first time since May, while European natural gas surged past $750 per thousand cubic meters for the first time since March 19. The EU agreed to freeze Russian oil price caps for 12 months and extend liquefied natural

According to Odaily, Morgan Stanley was excluded from the sole underwriting role for SK Hynix's U.S. ADR (American Depositary Receipt) listing. The transaction is valued at approximately $26.5 billion (40 trillion Korean won), making it the largest foreign company IPO in the U.S., with estimated und