- [Hanmi Data Lab] Week 1 of May (4th-8th) Money Radar
- The theme of this week's market trend is "slowing down the tech rally." The market bought technology stocks once more. The starting point was oil prices. As expectations for renewed US-Iran negotiations and the...
- 2026-05-10
- Previously optimistic outlook fuels global stock and bond strength… Oil prices fall below $100
- Global stock markets rallied across the board on the 6th (local time), and bond yields fell (bond prices rose) amid growing expectations that a ceasefire agreement between the United States and Iran is imminent...
- 2026-05-07
- [US-Korea Data Lab] Report: "Individuals should clear their short-term debt before the local elections."
- Policy-Driven, Supply-Demand Fueled Artificial Bull Market: The Weakest Link is Individual Investors' Debt The Semiconductor Boom is Real, But the Current Stock Market Cannot Be Explained Solely by Industry Tai...
- 2026-05-06
- Trump posts photo of Powell 'falling into trash can' and says "Interest rates too high"
- U.S. President Donald Trump has mocked Jerome Powell, the chairman of the U.S. central bank, the Federal Reserve (Fed), who is soon to step down from his post, urging him to lower interest rates.On the 4th (loc...
- 2026-05-05
- [Outlook] Vice Governor Yoo Sang-dae's remarks cause a stir... Will the Bank of Korea raise interest rates?
- Deputy Governor Yoo Sang-dae's remarks on interest rate hikes are shaking up expectations for the May Monetary Policy Committee meeting. At a press conference held in Samarkand, Uzbekistan, on the 3rd (local ti...
- 2026-05-04
- [Hanmi Data Lab] Week 5 of April (27th-30th) Money Insight
- This Week's Theme: "Costs Over Growth" This week's market cannot be simply characterized as an "AI rally." Big tech companies reported strong earnings, and investment in AI infrastructure continued.However, the...
- 2026-05-04
- [Hanmi Data Lab] Week 5 of April (27-30) Stock Radar
- This Week's Theme: "From Theme to Verification" The core of this week's stock movements was AI. However, it wasn't a simple AI bull market.The market did not buy every company associated with AI indiscriminatel...
- 2026-05-04
- [Hanmi Data Lab] 5th Week of April (27th-30th) Capital Rotation Radar
- This week's trend is named "From Technology to Foundation." Global capital did not simply move to reduce risky assets this week.Despite the tensions in the Strait of Hormuz and the burden of rising oil prices, ...
- 2026-05-04
- [Hanmi Data Lab] 5th Week of April (27th-30th) Money Radar
- The theme for this week's market trend is "Reaffirmation Amidst Uncertainty." This week's market cannot simply be called a rally driven by tech stocks.Tensions in the Strait of Hormuz and the burden of rising o...
- 2026-05-04
- "Union Exits Focused Solely on Semiconductors"... Samsung Electronics Union-Union Conflict Ignites
- Complaints are spreading among Samsung Electronics union members, with some non-semiconductor division members withdrawing from the union due to dissatisfaction that the union's demands for performance bonuses,...
- 2026-05-03
- US S&P 500 Hits New Highs Daily on Apple's Strong Earnings... Nasdaq Surpasses 25,000 for the First Time
- Major New York stock indices hit new all-time highs on April 1 (local time), boosted by Apple's strong earnings and falling oil prices.On this day, the S&P 500 index in the New York stock market closed at 7,230...
- 2026-05-02
- Fed Freezes Benchmark Rate at 3.6% Despite Four Dissenters
- The U.S. Federal Reserve (Fed) kept its federal funds rate unchanged at 3.50-3.75% on the 29th (local time).Although this is the third consecutive freeze, the statement released after the Federal Open Market Co...
- 2026-04-30
- [Hanmi Data Lab] Report "Growth Potential Hidden Behind Semiconductors, What's Next?"
- While the first quarter growth rate rebounded thanks to semiconductors and currency effects,the potential growth rate of the Korean economy is falling into the 1% range. The semiconductor boom does not signify ...
- 2026-04-27
- [Hanmi Data Lab] Week 4 of April (20th-24th) Money Insight
- Simply calling this week's market a "Middle East risk rally" is insufficient. Tensions in the Strait of Hormuz and the burden of rising oil prices certainly shook the market. However, that alone cannot explain ...
- 2026-04-27
- [HANMI Data Lab] 4th Week of April (20-24) Stock Radar
- The key theme of this week's stock movements was AI. However, it wasn't a simple AI rally.The market did not buy every company with "AI" attached to its name. Instead, it began to differentiate between compani...
- 2026-04-27
- [Hanmi Data Lab] 4th Week of April (20th-24th) Capital Rotation Radar
- Global capital did not reduce risky assets across the board this week. Despite the risk in Hormuz and the burden of rising oil prices, the market did not sell all assets in the same direction. Instead, capital...
- 2026-04-27
- [Hanmi Data Lab] Week 4 of April (April 20-24) Money Radar
- This was a week where tensions surrounding the Strait of Hormuz once again became the starting point for the market.At the beginning of the week, the market first factored in concerns about Iran-related blockad...
- 2026-04-27
- Kevin Warsh Receives Green Light for Fed Chair Nomination... Republican Lawmakers Withdraw Opposition
- A U.S. Republican senator who had opposed the confirmation of Kevin Worshi, the nominee for U.S. Federal Reserve (Fed) chair, has announced he will withdraw his opposition, paving the way for Worshi's confirmat...
- 2026-04-27
- United States freezes $344 million in cryptocurrency linked to Iran
- According to a CNN report, the U.S. government is intensifying financial pressure by freezing approximately $344 million worth of cryptocurrency believed to be linked to Iran.Treasury officials stated that seve...
- 2026-04-25
- [Hanmi Data Lab] Week 3 of April (13th-17th) Money Insight
- New York's question was relatively simple: if war concerns subside and oil prices plummet, can we buy more risk assets? Thus, on the 17th, the US market saw the S&P 500 and Nasdaq hit new highs again, recordin...
- 2026-04-19