Kevin Warsh’s nomination as Fed Chair signals a potential shift in US monetary policy, challenging the central bank’s operating framework and raising questions about the future of global liquidity and market stability.
#YonhapInfomax #KevinWarsh #FederalReserve #BalanceSheet #RateCuts #GlobalLiquidity #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=104917
[2026 Stock Market Outlook-①] Cautious and Optimistic Views Coexist—Brokerages See KOSPI Ranging from 3,150 to 5,500
South Korea's KOSPI index could range from 3,150 to 5,500 in 2026, as brokerages cite global liquidity and AI investment as key drivers, while warning of potential volatility in the second half.
The Korean Paper market continues its record-breaking rally, but Q4 may see a slowdown as spreads hit historic lows and refinancing volumes rise, raising investor concerns over supply and interest rate pressures.
#YonhapInfomax #KoreanPaper #Spreads #RefinancingVolume #MinistryOfEconomyAndFinance #GlobalLiquidity #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=84724
Will the Korean Paper Rally Continue—Interest Rate Pressures and Rising Refinancing Volumes Pose New Challenges
The Korean Paper market continues its record-breaking rally, but Q4 may see a slowdown as spreads hit historic lows and refinancing volumes rise, raising investor concerns over supply and interest rate pressures.
South Korea's KOSPI index approaches 3,500 as semiconductor optimism and global liquidity drive Asian market outperformance, with analysts citing undervaluation in dollar terms and continued foreign inflows despite a weak won.
#YonhapInfomax #KOSPI #Semiconductor #ForeignInflows #GlobalLiquidity #DollarUndervaluation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=83241
KOSPI Nears 3,500 in 'Everything Rally'—Semiconductor-Led Strength Drives Asian Markets
South Korea's KOSPI index approaches 3,500 as semiconductor optimism and global liquidity drive Asian market outperformance, with analysts citing undervaluation in dollar terms and continued foreign inflows despite a weak won.
Japan’s top retail investor ‘CIS’ says the Nikkei 225’s record highs are not a bubble, attributing gains to global liquidity and passive inflows, as experts and retail investors adjust strategies amid historic market moves.
#YonhapInfomax #Nikkei225 #CIS #JapaneseEquities #GlobalLiquidity #RecordHighs #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=81675
Japan’s ‘Ultra Super Individual Investor’ Says Nikkei’s Record Highs Are Not a Bubble
Japan’s top retail investor ‘CIS’ says the Nikkei 225’s record highs are not a bubble, attributing gains to global liquidity and passive inflows, as experts and retail investors adjust strategies amid historic market moves.
South Korea’s KOSPI is expected to remain above 3,000 as the won is undervalued by 9%, with foreign investors likely to increase net buying if the USD/KRW rate falls, amid record global liquidity and a weakening dollar.
#YonhapInfomax #KOSPI #HanaSecurities #USDKRW #ForeignInvestment #GlobalLiquidity #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=68726
Won Undervalued by 9%—Foreign Investors Net Buy 1.1 Trillion Won if USD/KRW Falls 20 Won
South Korea’s KOSPI is expected to remain above 3,000 as the won is undervalued by 9%, with foreign investors likely to increase net buying if the USD/KRW rate falls, amid record global liquidity and a weakening dollar.
Digital Asset Basic Law - Starting Point for Market Growth, Bitcoin Spot ETF Expected by June Next Year
Digital Asset Basic Law proposed as catalyst for market growth, with Bitcoin spot ETF expected by June 2026, followed by structured products, emphasizing institutional support and global competitiveness.
Insight on Recession Timing | July 5, 2023
Examining the critical role of liquidity in asset markets, the current trend indicates a negative inflection in global liquidity, encompassing measures such as global central bank balance sheets and broad money supply. Notably, this trend does not predict an imminent correction i
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Jadid Herrera