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Gold at All-Time High, China Buys Amid Economic Uncertainty, Bank of Korea Also ‘Buying’ As Chinese consumers shift their investments from traditional investments such as real estate and stocks to gold, and as the People’s Bank of China rapidly reduces its holdings of U.S. Treasuries by increasing its gold reserves for the 17th month in a row in response to Russian financial sanctions, the Bank ..

8.3% of corporate debt drives 3.4% growth rate, 30% of real estate loans are in PF ‘bubble’ Corporate debt is growing by 8.3% per year, with nominal growth driving 3.4%, and real estate loans accounting for 30% of corporate debt, with real estate loans accounting for 30% of corporate debt. It appears that a rent price bubble has been created through corporate lending. The Bank of Korea's report ..

A strong dollar transforms the global economy, and the Bank of Korea takes a hit due to errors in expectations of interest rate cuts. As the strong dollar transforms the world economy, errors in ‘interest rate cut expectations’ by central banks around the world pose the risk of being the cause of global inflation. The New York Times announced on the 29th that two-thirds of the currencies of 150 ..

3.4% growth in the first quarter ‘Early interest rate cut’ is a headwind to the recovery of consumer sentiment Economic growth in the first quarter is dependent on consumer-driven securities firms' toutation of an interest rate cut in June and July, showing a headwind in the economic recovery. The ‘July interest rate cut and decline to 3.0% by the end of the year’ led by securities companies led..

Japanese economy ‘increasing profits’ China ‘shrinking’ US ‘stock market mixed’ Korea ‘economic upturn’ The Japanese economy is doing well due to 'increasing profits' and easing unemployment, but China is 'shrinking' and the outlook is negative, and the US interest rate outlook is 'unclear', leading to 'mixed stock market' and the Korean government and securities companies 'lowering interest rat..

Declining trade, sharp increase in household loans, financial instability, Real estate stimulus due to deteriorating balance of payments As trade plunged in the second quarter, banks' household loans increased, and economic stimulus policies failed to resolve sluggish exports due to the interest rate gap with the US, stimulating the real estate market. The Bank of Korea's indicators for the seco..

Reuters May ‘production decrease’ Korean media ‘production index increase’ Choo Kyung-ho May low point ‘failure’ Regarding the announcement of industrial activity statistics in May, Reuters reported a “decline” in factory production in May, while Korean media reported all three indicators of production and consumption as “increases,” using the “production index.” The stock market-led economic st..

The Bank of Korea told the National Assembly to ‘tighten the exchange rate’, while the banks strengthened the increase in household loans Although the Bank of Korea reported credit uneasiness due to 'exchange rate rise and overvaluation of housing' in a report to the National Assembly, in reality, deregulation to maintain low interest rates, which widened the interest rate gap with the US, was a..

Eurostat, the European Union's statistical office, announced on the 2nd that the consumer price index (GDP) in the euro area, including Germany and France, rose 7.0% year-on-year in April, and the Bank of Korea announced that core inflation would continue to rise. . The rate of increase in inflation narrowed from the peak in October of last year to 6.9% in March this year, but turned to an expan..

In an economy dependent on overseas subsidiaries of chaebols as the current account deficit grows, a report titled “The yuan depreciates 5% due to a 6% increase in US interest rates” came out. In response to further rate hike remarks from the Fed chair, the UBS Maniknara Strategist report said that "the Fed's tightening towards 6% will firmly test the historic 'threshold of pain' for emerging ma..