Global TradFi & Macroeconomics

According to Houthi statements released today, the Yemeni militant group claimed to have attacked three Saudi oil tankers over the past 48 hours and vowed to continue imposing a maritime embargo on vessels associated with Saudi

According to CCTV News, on July 26, Brazil's President Lula criticized the U.S. government's new tariffs on Brazilian goods in a Washington Post op-ed, calling them a strategic error. The new tariffs, ranging from 12.5% to 37.5%, are unfair and will harm the U.S. economy and the bilateral

Cryptocurrency investors at Korean private banking and wealth management centers are reallocating assets from digital currencies to AI stocks and Seoul real estate. According to KB Kookmin Bank, Hana Securities, and Korea Investment & Securities, clients who accumulated billions of won in crypto ass

According to South Korean banks and brokers, crypto investors who built wealth through digital assets are increasingly reallocating their portfolios to AI-related equities, ETFs, and real estate instead of pursuing further crypto investments. Recent consultations at major institutions including KB K

The KOSDAQ market experienced severe liquidity contraction as trading volume dropped to 4.62 trillion won on the 21st, down from a 15 trillion won daily average between January and May 27, according to Korea Exchange data released on the 27th. The sharp decline coincided with approximately 12 trilli

Hyperliquid recorded real-world asset (RWA) trading volume surpassing crypto for the first time during the week of July 13-19, with RWAs accounting for 54% of total trading. Lorenzo Valente, director of digital assets research at ARK Invest, announced the milestone Thursday on X, stating that Hyperl

According to CoinMarketCap, as of July 27, Bitcoin rose 0.58% over the past week to trade at $64,774.17 (approximately 9.47 million Korean won), oscillating around the $64,000 level. Ethereum gained 3.17% weekly, trading at $1,925.55 (approximately 2.82 million Korean won). Binance Coin rose 0.63% w

According to Michael Burry's Substack post on July 26, the Big Short investor expanded short positions in semiconductor stocks, adding Micron (MU) at $933.86 per share, Nvidia (NVDA) at $210.28, and increasing Semiconductor ETF (SOXX) shorts at $535.83, while initiating a new short position in

According to Guru Club, Brent crude oil fell below $86 per barrel on July 27, declining 6.29% during the trading session.

According to Guru Club, on July 24, Morgan Stanley began coverage of multiple bitcoin miners that have transitioned into AI infrastructure suppliers. The firm rated Hut 8 as its top pick with a price target of $263 and an overweight rating, while Riot Platforms received a price target of $36 with an

According to Guru Club, spot gold prices rose 1% to $4,093.90 per ounce on July 27, while spot silver prices surged 2.34% to $59.54 per ounce.

WTI crude oil futures plunged 8% at market open on July 26, trading at $83.23 per barrel.

Early Monday Asian session saw Brent crude oil futures decline over 4%. Meanwhile, S&P 500 index futures gained 0.8%, while Nasdaq futures rose 1.4%.

On Monday (July 27), Nasdaq futures rose 1.4% at the open, while S&P 500 index futures gained 0.76%.

According to CME's Federal Reserve Watch tool, on July 27, the Federal Reserve has a 63.7% probability of maintaining interest rates unchanged in July, with a 36.3% likelihood of a 25 basis point rate increase. For September, the probability of holding rates steady drops to 19.6%, while the odds of

International oil prices surged as Iran's closure of the Strait of Hormuz combined with Yemen's Houthi rebels threatening to blockade Saudi Arabia's Red Sea route on July 20 (local time), creating a dual chokepoint crisis for global energy supply. The escalation followed Houthi

According to Donhaeng Media, international crude oil prices are surging as critical Middle East shipping lanes face dual threats. The U.S.-Iran conflict has closed the Strait of Hormuz, while Houthi militants backed by Iran are threatening to blockade the Red Sea—an alternate route used when Hormuz

According to Chosun Biz on July 24, Content Ri Central pursued termination of a put option contract with J&PE (Japan & Private Equity) regarding Imagineus, a content production company. The put option was a downside protection mechanism put in place by J&PE when it initially invested in Imagineus.

According to Business Insider, U.S. stocks experienced a sharp selloff last week as two major market drivers simultaneously turned negative. On July 23, the S&P 500 fell 1.2%, the Nasdaq 100 dropped nearly 2%, and the Magnificent 7 tech stocks plummeted 4%. The decline was driven by renewed

The KOSDAQ index closed at 748.22 on the 24th, down 5.32%, marking its lowest closing level since June 2 of the previous year at 740.29. The index, which surpassed 1200 in April at 1203.84 after re-entering the 1000 level in January for the first time in approximately four years, has returned to lev