Daily Newsletter
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Daily Newsletter
Market Analysis: Asia’s Record Recovery, FX Interventions, and Tech Earnings Split
July 31, 2026 | Daily briefing on KOSPI’s historic rebound, FX interventions, tech earnings divergence, and Bitcoin’s decoupling. Daily Summary KOSPI surged 17% in its best day in history. Following a...
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Daily Newsletter
Global Market Briefing: Divided Fed, Tech Earnings Split, and Geopolitical Pressures
Thursday, July 30, 2026 | Daily briefing on Fed's historic dissent, Big Tech earnings split, oil-driven inflation fears, and crypto liquidity. Daily Summary The Fed held interest rates steady for the...
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Daily Newsletter
Daily Market Pulse: SK Hynix Crash, Fed Split, and Tech Earnings Double-Header
Wednesday, July 29, 2026 | Daily briefing on Asian chip sell-offs, Fed rate split, Strait of Hormuz tensions, and Bitcoin's resilience. Daily Summary SK Hynix increased its profit by 557%,...
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Daily Newsletter
Global Market Analysis: Asian Tech Sell-Off, AI Financing Debates & Fed Decision
Tuesday, July 28, 2026 | Daily briefing on Asian tech sell-off, AI circular financing, oil demand shock, and Fed volatility. Daily Summary The KOSPI plummeted by 10%, triggering a circuit...
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Daily Newsletter
Weekly Market Outlook: Geopolitics, Central Banks, and Big Tech Earnings
Monday, July 27, 2026 | Daily briefing on the US-Iran ceasefire, tumbling oil prices, Big Tech AI spending, and crypto cycle bottoming. Daily Summary The US and Iran have paused...
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Daily Newsletter
Global Markets Briefing: Oil Surges Past $100 as Bond and Tech Sell-Offs Deepen
Friday, July 24, 2026 | Daily briefing on Red Sea supply shocks, inflation fears, tech cash burn, and Bitcoin's decoupling. Market Summary Brent Crude surpassed $100. Following the Houthis hitting two...
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Daily Newsletter
Daily Market Analysis: Geopolitical Escalation, AI Capex Under Scrutiny & Rate Hike Expectations
Thursday, July 23, 2026 | Daily briefing on dual strait tensions, tech capex scrutiny, surging yields, and crypto pressure. Daily Summary Two straits came under threat simultaneously, pushing oil to...
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Daily Newsletter
Daily Market Outlook: Tech Surge, Red Sea Risks & Bitcoin
Wednesday, July 22, 2026 | Market briefing: Semiconductor surge, Red Sea oil impact, AI breakthroughs, and crypto catalysts. Daily Executive Summary The semiconductor recovery accelerated on its second day. Korea’s...
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Daily Newsletter
Global Market Analysis: Geopolitical Risks, AI Rally, and Macro Outlook
Tuesday, July 21, 2026 | Daily briefing on ceasefire talks, Middle East naval tensions, the AI spending thesis, and central bank yield pressures. Daily Summary The market clung to hopes...
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Daily Newsletter
Global Markets in a Vice: The Hormuz Oil Shock, China’s AI Offensive, and the 5% Bond Barrier
Monday, July 20, 2026 | Daily briefing on the Brent oil shock, rising 30-year yields, China's AI offensive, and crypto market consolidation. Market Summary of the Day Brent crossed $90...
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Daily Newsletter
Global Market Intelligence: Tech Rout, Geopolitical Escalation & The Crypto Repricing
Friday, July 17, 2026 | Daily briefing on the global tech sell-off, escalating US-Iran conflict, hawkish Fed warnings, and crypto's Clarity shock. Market Summary The chip rout has gone global: The...
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Daily Newsletter
Double Disinflation Proof, Chip Volatility, and the Liquidity Wall in Global Markets
Thursday, July 16, 2026 | Daily briefing on double disinflation proof, KOSPI’s chip rout, Iran’s existential war threats, and Bitcoin’s dual selling pressure. Market Summary of the Day Disinflation received...
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Daily Newsletter
Global Markets Pivot: Cooler US Inflation Sparks Relief Rally Amid Geopolitical Strains
Wednesday, July 15, 2026 | Daily briefing on cooling CPI-driven market relief, surging Asian indices, heightened Strait of Hormuz tensions, and Bitcoin's approach to key resistance. Daily Market Analysis Executive...
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Daily Newsletter
Global Market Briefing: Hormuz Conflict, CPI Showdown & Q2 Earnings Season
Tuesday, July 14, 2026 | Daily briefing on the Hormuz blockade, crucial U.S. CPI data, BOK rate decision, and crypto market volatility. Daily Summary Trump has reinstated the naval blockade...
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Daily Newsletter
Global Market Insight: Geopolitical Shocks, Semiconductor De-leveraging, and Macro Pivots
Monday, July 13, 2026 | Daily briefing on Hormuz shipping crisis, semiconductor de-leveraging, global inflation data, and crypto policy hurdles. Daily Executive Summary Weekend Escalation Triggers Shockwaves: Geopolitical tensions surged over...