- [HANMI DATA LAB] May Week 4 (26th-29th) Money Radar
- The theme for this week's market movement is "Deconstruction of Risk Premium." The US stock market began the week with a Memorial Day holiday, but global market prices did not rest. The first factor to move the...
- 2026-05-31
- [Korea-US Data Lab Report] The Return of Foreign Investors and Leverage Overheating
- The KOSPI surpassed the 8,100 mark during intraday trading, re-entering its record high range.Foreign investors turned to net purchases for the first time in 13 trading days, with Samsung Electronics and SK Hyn...
- 2026-05-26
- [Hanmi Data Lab] 3rd Week of May (18th-22nd) Money Insight
- Can semiconductor profits overcome the burden of interest rates and exchange rates?While AI infrastructure investment continues, the rise in long-term interest rates has amplified market volatility.The benchmar...
- 2026-05-24
- [Hanmi Data Lab] May 3rd Week (18-22) Stock Radar
- This week, the signal for the Korean stock market to watch was not Nvidia, but memory.The strength of Micron, Sandisk, and Seagate is directly linked to major Korean semiconductor companies and the storage valu...
- 2026-05-24
- [Hanmi Data Lab] May Week 3 (18-22) Capital Rotation Radar
- This week, funds were more sensitive to the South Korean semiconductor exposure market than to emerging markets as a whole.The strength of EWY showed that global funds are re-evaluating Korea as part of the AI ...
- 2026-05-24
- [Hanmi Data Lab] Week 3 of May (18th-22nd) Money Radar
- The starting point for the Korean stock market this week was not the New York indices, but oil prices and interest rates.The won/dollar exchange rate hovering around 1500 won tested the sustainability of foreig...
- 2026-05-24
- Kevin Walsh inaugurated as new Fed Chair at the White House
- Kevin Warsh was sworn in as chairman of the Federal Reserve Board of Governors on Friday, the 22nd. President Donald Trump praised Warsh, a former Fed governor, as a leader who can restore the central bank's cr...
- 2026-05-23
- Kevin Wash Takes Office as Federal Reserve Chairman... Mentions "Independence" and "Reform-Oriented"
- The new Chairman of the U.S. Federal Reserve (Fed), Kevin Worshi, was sworn in on the 22nd (local time).Worshi took the oath of office at the White House, presided over by U.S. President Donald Trump, stating, ...
- 2026-05-23
- [Korea-US Data Lab] Naver Analytics, The Problem is 'Supply and Demand Trust'
- The force weighing down Naver's stock price is not solely short-selling.Foreign and institutional inflows have not yet definitively returned.The Dunamu and Baemin variables are growth momentum, but the core is ...
- 2026-05-22
- [Korea-US Data Lab] Report "The Trigger is the US Bond Market, the Fuse is Korea's Debt-to-Equity Ratio"
- As of May 19th (local time), the U.S. 30-year Treasury yield surpassed 5.18% during intraday trading, reaching a level not seen since 2007. The 10-year yield also stood around 4.66%. Inflationary pressures fro...
- 2026-05-20
- [Hanmi Data Lab] 2nd Week of May (11th-15th) Money Insight
- The theme of this week's market trend is ‘Costs over Engines.’ This week's market was both a bull run and a testing ground. AI semiconductors remained the engine of the market.However, the market is no long...
- 2026-05-19
- [Hanmi Data Lab] Week 2 of May (11th-15th) Stock Radar
- The theme for this week's market trend is 'From Memory to Infrastructure'. This week's Stock Radar focuses not on making buy/sell decisions for specific stocks, but on understanding how the AI infrastructure c...
- 2026-05-19
- [Hanmi Data Lab] May Week 2 (11th-15th) Capital Rotation Radar
- The theme for this week's market movement is "The Clash Between Premium and Position Adjustment." This week, funds did not leave the market; they strategically repositioned themselves. Early in the week, global...
- 2026-05-19
- [Hanmi Data Lab] May Week 2 (11th-15th) Money Radar
- The name for this week's trend is "AI Rally's Stamina Test." The market bought into artificial intelligence (AI) once again. At the beginning of the week, global stock markets started with a rise, buoyed by bet...
- 2026-05-19
- Bank deposit interest rates significantly increase... Competition to retain customers amid a 'money move'
- Banks are engaged in a competition to retain customer funds by successively raising deposit interest rates.This is seen as a response to the trend of money moving from deposits to the stock market, known as "mo...
- 2026-05-18
- Morgan Stanley raises New York stock market target…maintains bullish view despite Iran war
- Wall Street forecasts suggest that the New York stock market will continue its upward trend, despite ongoing geopolitical instability in the Middle East and prolonged disruptions in energy supply and demand.On ...
- 2026-05-14
- "Disconnect with Middle East News" US S&P 500 Closes Above 7,400 for the First Time
- New York stocks closed slightly higher on Tuesday, buoyed by the artificial intelligence (AI) boom, amid renewed tensions in the Middle East after U.S. President Donald Trump stated that a ceasefire with Iran w...
- 2026-05-12
- [Hanmi Data Lab] Week 1 of May (4th-8th) Money Insight
- The theme of this week's trend is 'Time Lag Between Cash and Credit.' This week's market focus was not solely on the surge in semiconductors. A more significant development was the market's resilience despite f...
- 2026-05-10
- [Hanmi Data Lab] Stock Radar for the 1st week of May (4th-8th)
- The theme of this week's market trend is 'Large-cap stocks gained, while small and mid-cap stocks lagged.' SK hynix was at the center of this week's stock radar. It was a surge unusual for a large-cap stock. ...
- 2026-05-10
- [Hanmi Data Lab] Capital Rotation Radar, Week 1 of May (May 4th-8th)
- The theme of this week's trend is 'From Semiconductors to Plumbing'. The money didn't leave; it repositioned itself.In the US, falling oil prices and expectations for tech stock earnings converged, attracting f...
- 2026-05-10