Korea Economic Daily

China launches a deluge of low-priced goods China's export performance, amid ongoing trade tensions with the United States, is soaring. While the US is reshaping the global trade order with America-first policies and high tariff pressure, only China

"When JGBs rise 10bp, US Treasuries face 2–3bp upward pressure" Reflecting concerns over fiscal deterioration and rising inflation risks With Sanae Takaichi elected as leader of the Liberal Democratic Party, volatility in Japan's long-term government

Short-term government bond yields fall; long-term government bond yields surge amid fiscal concerns Gold nears $4,000; Bitcoin trades around $123,600 Sanae Takaichi, who advocates fiscal and monetary easing policies, was elected leader of the ruling

Nikkei index intraday breaks through 48,000 for the first time ever Yen in the 150 range for the first time in two months On the 6th, the Japanese stock market surged and the yen weakened. The move reflects the impact of Sanae Takaichi, who has suppo

'Abenomics'‑supporting Takaichi Advocates proactive fiscal policy and monetary easing Nikkei index breaks through 47,000 for the first time Yen‑dollar rate in the 150 yen‑per‑dollar range Abenomics is a policy to overcome deflation "Not suited to an

Gold prices surpassed 3900 dollars per troy ounce (31.1034768ｇ) for the first time in history. This was due to increased demand for safe-haven assets as the U.S. federal government shutdown continued. According to Reuters, as of 00:27 UTC on the 6th,

Nikkei index breaks 47,000 for the first time Sanae Takaichi, the former Japanese minister in charge of economic security, won the ruling Liberal Democratic Party leadership election last weekend, making her likely to become the next prime minister,

Kim Jeong-gwan, Minister of Trade, Industry and Energy, who returned on the 6th after visiting New York and holding follow-up talks with U.S. Secretary of Commerce Howard Lutnick on tariff negotiations, said, "I believe a considerable consensus was r

As the U.S. federal government's temporary work stoppage (shutdown) continued into its fifth day on the 5th (local time), a poll found that slightly more Americans believe the responsibility lies with President Donald Trump and the ruling Republican

Foreigners net-sold 1.4 trillion won in government bond futures Impact of selling proceeds converted to foreign currency…exchange rate near 1,410 won Foreigners net-bought over 4 trillion won in Samsung Electronics Exchange rate and interest rate tre

Takaichi "Responsible proactive fiscal policy" A catalyst for stock price gains, but a burden on public finances Possibility of rising government bond yields Signals possible intervention despite Bank of Japan policy Difficulties for a rate hike this

Major domestic virtual asset (cryptocurrency) exchanges are holding Chuseok events to attract customers. On the 4th, the industry said Dunamu, the operator of Upbit, is conducting a 'Chuseok Digital Asset Gift Event' from the 1st to the 12th that giv

9 out of 10 Americans Opposition to 'raising tariffs on Korean products' A local survey found that 9 out of 10 Americans oppose raising tariffs on Korean products. According to a joint opinion poll by the Washington-based think tank Korea Economic In

"Policy rate decision hinges on Chuseok" Bank of Korea deeply concerned over house prices and the economy The Chuseok holiday, lasting up to 7 days, has emerged as an important variable for the Bank of Korea's policy rate decision this month. This is

Retail investors' lump-sum money despite gold prices breaking through the ceiling Safe-asset demand strengthens as rate cuts and a shutdown begin Over 1,100,000,000,000 won flowed into gold funds in a year "Overheating or long-term strength?" Divergi

The Palestinian militant group Hamas has agreed to accept part of U.S. President Donald Trump's Gaza Strip peace plan, drawing attention to whether the nearly two-year-long war in the Gaza Strip will end. According to Reuters and others, Hamas said i

Shutdown, third day Congressional deadlock could last at least a week Republicans and Democrats clash over Obamacare White House "Thousands of federal workers will be fired" 'Blue state' budgets also cut New York stock market has so far been little a

Increased overseas travel affects domestic consumption Consumption coupon effect also 'under close watch' Market expects 'policy rate hold' this month The Chuseok holiday period, lasting up to 7 days, has emerged as an important variable in the Bank

Halved in three months amid foreign investors' offensive Kakao Pay's share price is going against the broader uptrend. It had been seen as a promising stablecoin candidate, but analysts say the stock has been sliding due to an onslaught of short-sell

Prolonged shutdown expected… congressional deadlock continues Trump pressures Democrats with threat of mass layoffs of government employees Clash over Obamacare tax credits and Medicaid Controversy over budget cuts to blue states and freezing of infr

Bank of America (BoA) identified five U.S. defense stocks to watch this year. It analyzed that growth potential is large as countries around the world are increasing defense spending. On the 1st (local time), BoA said, "The markets for military recon

Semiconductor stocks surge on OpenAI collaboration OpenAI requests monthly supply of 900,000 HBM units SK hynix intraday 405,000 won Samsung Electronics surpasses 90,000 won for first time in 4 years 9 months "3,800 level also achievable" securities

Closed at 3549…record high Effect of HBM supply to OpenAI Samsung Electronics 3.5%·Hynix 9.9%↑ Foreign investors net-bought ₩3.14 trillion worth The KOSPI index made history by topping the 3500 mark for the first time ever. The news of cooperation be

Deputy Prime Minister and Minister of Economy and Finance Koo Yoon-cheol held an Economic Ministers' Meeting on the 2nd and said he would prioritize managing grocery basket prices. From the end of this month, the nationwide consumer promotion event '

Retail investors net sold 1.25 trillion won on the KOSPI the previous day Past shutdowns had limited impact on the stock market "Expect gains on rate cut hopes…upside limited by caution ahead of the holiday" Despite a U.S. federal government shutdown

KOSPI intraday surpasses 3500… first time ever Han Kyung-woo Hankyung.com reporter case@hankyung.com

Major indexes on the New York stock market rose. It was the fourth consecutive trading-day gain. Although the U.S. federal government shut down, optimism that it will be temporary gained traction. On the 1st (local time) at the New York Stock Exchang

◆ First day of U.S. shutdown… some public facilities closed and national parks operating with restrictions The U.S. federal government entered a "shutdown" (temporary work stoppage) on the 1st (local time) after Congress failed to pass a budget due t