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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 ...
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[Global Stock Market] '8-Year Low' 408.4 Million Barrels of U.S. Crude Inventories and Supply Chain Tension: Refinery Scenario with '96.6% Operating Rate' Amid US-EU-Asia Tri-Polar Decoupling
According to the EIA, U.S. commercial crude oil inventories fell to an 8 year low of 408.4 million barrels. Refineries operate at 96.6% amid global tr...
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[Global Markets] Micron (MU) Hits Historic 84.9% Margin with Technical Adjustment Near $986: Global PMI Dips in June Amid US-Europe-Asia Decoupling and Supply Chain Risks
As the global AI semiconductor market remains hot, macroeconomic discrepancies across major regions are driving market volatility. Micron MU recorded ...