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[Global Markets] Strategy's $8.3B Valuation Loss and $72B Bitcoin ETFs: SEC's 'Safe Harbor' and Corporate Selling Scenarios Amid US-EU-Asia Tri-polar Decoupling
Strategy posted an $8.32B Q2 loss on digital asset valuation, while US spot Bitcoin ETFs fluctuate near $72B. Amid global tri polar decoupling and the...
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[Global Markets] 'North American Slowdown and 7% Overseas Surge' PepsiCo (PEP) Q2 Earnings and US Consumer Trends: Gasoline Shock and Shrinking Impulse Buying Scenarios Amid Tri-Polar Decoupling
Global food and beverage giant PepsiCo PEP reported Q2 2026 revenue of $24.18 billion, beating market expectations, while Core EPS of $2.20 slightly m...
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[Global Markets] 'H1 $292B Explosion' Global Bond ETFs and KOSPI 7,246: 'Moving Away from the Aggregate Index' and Diversifying into Ultra-Short & Credit Scenarios Amid US-EU-Asia Tri-polar Decoupling
In H1 2026, the global bond ETF market saw a historic $292B in net inflows up 65% YoY . This trend marks a shift away from aggregate indices toward ul...
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[Global Markets] FPI Outflow of 2.7T Rupees and India's SENSEX at 78,200: '135% Defense by DIIs' and Bond Market Parking Scenarios Amid US-EU-Asia Tri-Polar Decoupling
In H1 2026, Foreign Portfolio Investors FPIs net sold a historic 2.73 trillion rupees in Indian equities, while domestic institutional investors DIIs ...
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[Global Markets] Copper Price Tops $6.22 and US June Jobs Shock: AI Grid Demand and Tight Supply Scenarios Amid US-EU-Asia Tri-Polar Decoupling
US June jobs data missed expectations, sparking decoupling between major economies. Amid this macro environment, copper prices topped $6.22 per pound,...
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[Global Market] BOJ Raises Rates to 1.00% (31-Year High) as Yen-Carry Liquidation Looms: Global Bond Yield Synchrony and Liquidity Tightening Amid Three-Pole Decoupling
The Bank of Japan BOJ raised its key policy rate from 0.75% to 1.00%, the highest since 1995, signaling a shift toward full monetary normalization as ...