Semiconductors & Earnings Watch: Nvidia shares slid for a sixth straight session ahead of its Aug. 26 report, with investors focused on guidance risk even as AI demand remains intact. Rates & Bond-Market Stress: US long-end yields stayed in focus after Treasury Secretary Scott Bessent boosted long-term buybacks to calm Treasuries, while commentary warned the bond market is effectively challenging US fiscal credibility. Central Banking: The Bank of Korea is widely expected to raise rates again on Aug. 27, with growth seen above 3% but inflation still sticky. China Growth Outlook: Goldman flagged China’s Q3 momentum running near 4% year-on-year, lifting expectations for monetary easing. Crypto & Macro Link: Bitcoin surged as stocks fell and the dollar weakened, with the week framed as a “debasement trade” tied to bond-market moves. Metals & FX: Silver jumped in Egypt and globally, helped by a weaker dollar and Treasury volatility. Energy Risk Beyond Shipping: The Hormuz focus is masking longer-term Persian Gulf production disruptions that could take months to unwind. Real Estate Policy Shock: Seoul’s redevelopment market is wobbling after a tax overhaul hit expensive homes, pushing more discounted listings into Yeouido. Telecom Re-rating: LG Uplus drew bullish upside calls on improving telecom profits and AI data-center earnings visibility. Agriculture Forecasts: India’s groundnut and cotton harvest price outlooks were set around ₹65–70/kg and ₹75–80/kg respectively, while Italy’s early apple harvests show heat-driven quality damage.