Korea Economic Daily

Lee Chang-yong, Governor of the Bank of Korea, said in an interview with the BBC, "The trade agreement between South Korea and the United States has significantly reduced uncertainty." In the interview broadcast on the morning of the 18th, he said, "

With concerns about an artificial intelligence (AI) bubble persisting, the three major New York stock indices all fell. The diminished expectation of a rate cut by the U.S. central bank (the Fed) also weighed on investor sentiment. On the 17th (local

"AI raises labor productivity and a hiring slowdown appears" "The employment slowdown is not a structural phenomenon" Kevin Hassett, chairman of the White House National Economic Council (NEC), said the spread of artificial intelligence (AI) could pu

◆New York stocks fall across the board as caution grows over AI bubble talk The three major U.S. stock indexes all fell. On the 17th local time, the Dow Jones Industrial Average closed at 46,590.24, down 1.18% from the previous session, the S&P 500 f

Forecast of double-digit market gains for four consecutive years "Higher U.S. corporate pricing power, AI efficiency, regulatory easing, stable interest rates" Michael Wilson, Morgan Stanley's strategist who was Wall Street's top bear in 2022 and 202

Bitcoin slightly rebounds in Asian markets Nvidia earnings due this week On the 17th, tensions between China and Japan deepened and Chinese and Japanese markets fell, but the Korean and Taiwanese markets rose. US stock index futures also turned highe

IMF standard: at least 100 billion dollars more needed Foreign exchange authorities "Korea is a developed country Do not quantitatively evaluate reserves" As a result of Korea·U.S. tariff negotiations, annual investments to the U.S. of up to 20 billi

It's not even a sovereign default crisis... 'High exchange rate' has become commonplace Sustained in the 1,400-won range... structural change in foreign currency supply and demand Korean retail investors and pension funds increase overseas investment

Q3 real GDP down 0.4% Tariff rise leads to weak exports such as autos "Likely to return to positive in Q4" 10-year government bond yield hits record high Japan's economy contracted for the first time in six quarters. It is the fallout from weak expor

New Taiwan dollar likely to face greater appreciation pressure Explicit ban on overseas investment by public funds such as pension funds Taiwan and the United States issued a joint statement saying that "exchange rate manipulation is, in principle, n

Top net purchases this month Meta ranks first with net purchases of 817 billion won Bought Nvidia, Palantir, Alphabet Increased buying instead when prices corrected Market slump including Bitcoin crash Crypto-related stocks like Bitmain shunned Recen

The KOSPI is showing strength on the back of simultaneous spot and futures buying by foreign investors. In particular, SK Hynix, which is seeing concentrated foreign buying, surged more than 6% and is on the verge of reclaiming the 600,000-won level.

Since the start of November, the domestic stock market has been experiencing extreme swings around the 4,000-point level. Investor anxiety has grown as debates over the overvaluation of artificial intelligence (AI) theme companies, which led this yea

Deputy Prime Minister Gu: "Expansion of residents' overseas investment …the won-dollar exchange rate exceeded 1,470 won" Even though increased Seohak investors exchanged more dollars 'Stalled structural reform' brought about won weakness Should only

Walmart·Home Depot also draw market attention People's Bank of China to publish Loan Prime Rate (LPR) on the 20th It serves as China's benchmark interest rate Investors in the New York stock market are expected to focus on NVIDIA's earnings announcem

Reduced rate-cut expectations and AI bubble controversy Consider the possibility of the index retreating to the 3900 level Watch NVIDIA earnings on the 19th Last week the KOSPI index ended on a 'Black Friday.' The index had steadily risen during the

Checking implementation of Gaza Strip ceasefire agreement·Negotiations begin in earnest "Seems unconcerned by criticism that it legitimizes a terrorist organization" The New York Times (NYT) reported on the 14th (local time) that U.S. Middle East spe

South Korea's No. 2 KRW-market cryptocurrency exchange Bithumb posted Q3 net profit that was 3,300% year-on-year, a whopping 34-fold increase. According to the Financial Supervisory Service's electronic disclosure on the 14th, Bithumb's Q3 net income

Key figures of the Donald Trump administration reportedly held a closed-door meeting at the White House on the 14th (local time) to review whether to carry out a military operation against Venezuela. According to the U.S. daily The Washington Post (W

Burry: "AI chip lifespan is 2~3 years" MS: "Overinvesting in chips increases depreciation risk" As global big tech companies plan about $1 trillion in AI data center investment over the next five years, the depreciation period of graphics processing

Tariff reductions applied from imports the previous day U.S. President Donald Trump on the 14th (local time) signed an executive order exempting certain agricultural products from reciprocal tariffs. It is interpreted as an attempt to placate public

Concerns about an artificial intelligence (AI) bubble and bargain buying competed, leaving the three major U.S. stock indexes to finish mixed. On the 14th (U.S. Eastern Time) at the New York Stock Exchange (NYSE), the Dow Jones Industrial Average clo

The chief of the Dobong Police Station in Seoul was arrested on charges of accepting bribes from a crypto operator after receiving a request to quash an investigation. On the 14th, according to the legal community, Lee Cha-woong, the judge in charge

Inflation rising and data gaps… U.S., caution spreads Cut odds 95%→50% Presidents of Federal Reserve Banks with voting rights "We must be cautious to bring inflation down" As rate cut prospects diminish New York stocks and government bond prices fall