Tradehaven

PCE -0.1% MoM, Exp. -0.1% PCE Core 0.1% MoM, Exp. 0.2% PCE 3.7% YoY, Exp. 3.7% PCE Core 3.3% YoY, Exp. 3.3%

The AI Boom and the Future of Finance https://project-syndicate.org/onpoint/the-ai-boom-and-the-future-of-finance

BOE LEAVES KEY RATE AT 3.75%; EST. 3.750% - BBG *BOE SAYS GREENE, MANN AND PILL VOTED FOR QUARTER-POINT HIKE *BOE: UK INFLATION PEAKS AT 3.2% IN 4Q '26 IN CENTRAL PROJECTION *BOE GUIDANCE: COMMITTEE `STANDS READY TO ACT AS NECESSARY'

Singapore Marmite fans salty as local distribution ends and online prices soar https://www.scmp.com/week-asia/lifestyle-culture/article/3362375/singapore-marmite-fans-salty-local-distribution-ends-and-online-prices-soar

Nomura’s shares fell as much as 7.2% despite the fact that it just posted the highest quarterly profit for decades and its equities revenues rose 83%. https://www.bloomberg.com/news/articles/2026-07-30/nomura-shares-fall-on-concern-earnings-drivers-may-have-peaked

Singapore hedge fund Dymon Asia is setting up a pod in Dubai led by ex-Balyasny PM https://www.fnlondon.com/articles/dymon-asia-hires-balyasnys-sai-poddutur-to-set-up-dubai-trading-pod-02f5100d

Arabic sources: Mediators are working to reach an agreement to cease fire between Iran and America ~ AlArabiya

“Korea Investment & Securities said on Wednesday that nearly half of its 880,000 clients who bought Samsung shares were now sitting on losses, while nearly 70 per cent of its 408,000 investors in SK Hynix were also in the red.”

Happened the last time during Covid

LOCAL KOREAN MEDIA: SOUTH KOREAN AUTHORITIES REPORTEDLY CONSIDERED A SHORT-SELLING BAN

Translation please

‘My life’s screwed’: Korean investors stress out after AI bubble bursts https://www.ft.com/content/23f388eb-e8ab-4fb1-b1ca-8e04eb4561a1

🤷‍♂️🤷‍♂️🤷‍♂️

Singapore asset manager Keppel saw its first-half profits plunge by 59% amid deepening losses from a legacy portfolio including oil rigs and real estate https://www.bloomberg.com/news/articles/2026-07-30/keppel-sees-59-profit-plunge-on-losses-of-rigs-in-apollo-deal

South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever https://www.bloomberg.com/news/articles/2026-07-30/korean-stocks-record-rout-fails-to-tempt-global-investors

ADIDAS SHARES FALL 16% AFTER Q2 EARNINGS MISS ESTIMATES

Situational Awareness, a hedge fund launched by former OpenAI employee Leopold Aschenbrenner that manages around $20 billion, is seeking new money after facing losses linked to declining AI stocks, the Financial Times reports https://www.bloomberg.com/news/articles/2026-07-30/aschenbrenner-hedge-fund-situational-awareness-seeks-capital-after-loss-ft-says

The KOSPI index fell another -1.2% on Thursday, bringing this week's decline to -16.8%. This brings its July decline to -33%, on track for the WORST monthly performance in history. SK Hynix fell -5.2% on Thursday, while Samsung ended the day roughly flat.