Economic stimulus 20

3.4% growth in 1Q24 ‘Early interest rate cut’ is a headwind to the recovery of consumer sentiment

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..

경제 2024.04.25

U.S. economic downturn exposed to ‘worsening unemployment and weakening refinancing supply’, boosting Korean semiconductors ‘impossible’

On the 21st, American economists cautioned against optimism regarding the possibility of an economic recession this year as they are exposed to three factors: ‘worsening unemployment in the job market’, ‘expanding refinancing’, and ‘weakening the supply chain and the impossibility of an interest rate cut if high prices return.’ On the 19th, Trend Force, a semiconductor market research company, a..

경제 2024.01.22

U.S. Treasury yields approaching 5%, yen at its weakest, Chinese short selling investigated

As the U.S. long-term Treasury yield exceeds 5% and the strong dollar market continues with the yen approaching 150 yen per dollar, China has begun investigating hedge funds' short selling, and the Korean stock market has fallen, shaking the exchange rate market. With the U.S. Federal Reserve's freeze on interest rates, there was talk of a "further increase" and the yield on 10-year Treasury bon..

경제 2023.09.22

Chu Kyung-ho's 181 trillion won export fund 'spreading out' Chinese tourism for 3 months 'stimulating' real estate luxury consumption

Chu Kyung-ho's 181 trillion won export fund 'spreading out' Chinese tourism for 3 months 'stimulating' real estate luxury consumption In the midst of an economic downturn with simultaneous sharp declines in imports and exports, the government began to stimulate the economy by investing 181 trillion won in export subsidies in the fourth quarter and attracting Chinese tourists, thereby boosting th..

경제 2023.09.04

Declining trade, sharp increase in household loans, financial instability, Real estate stimulus due to deteriorating balance of payments

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..

경제 2023.07.25

Chinese real estate company debt of 2.5 trillion yuan, domestic securities bank Hong Kong Building Fund 'bankruptcy'

China's largest real estate company, Evergrand Group, showed 'insolvency' with a deficit of 580 billion yuan with debt of 2.5 trillion yuan, and real estate funds of domestic commercial banks, which invested heavily in Hong Kong, went bankrupt, causing serial damage to bank investors. done. China Evergrand Group announced on the 17th the results for the December 2021 fiscal year, which was postp..

경제 2023.07.18

Samsung's high-performance memory semiconductor technology decline, NYT 'AI revival skepticism'

Samsung's high-performance memory semiconductor technology decline, NYT 'AI revival skepticism' As Samsung lags behind in high-performance memory due to technological decline, skepticism is growing, The New York Times reported five times. The NYT's unusual 'Samsung resurgence skepticism' was echoed by Asian technology correspondent Chang Che. “When we chose SK Hynix as our high-performance memor..

경제 2023.07.06

China's May exports plummeted, 'year-end bottom of the second half of this year'

China's May exports plummeted, 'year-end bottom of the second half of this year' China's May exports plunged four times more than expected, prompting analysts to "decrease further in the second half of the year and hit the bottom at the end of the year." On the 22nd of last month, Deputy Prime Minister Choo Kyung-ho presented the 'lowest point in May' at the National Assembly, strengthening econ..

경제 2023.06.08

US ‘Economic Recession’ Right, President Yoon ‘Free Solidarity Trade Finance 360 Trillion’

As the US faces this year’s “economic recession cycle,” President Seok-yeol Yoon’s strategy of “maximizing world exports through solidarity with the free camp” has announced a low-interest trade finance economic stimulus policy, showing the possibility of “expanding imports and trade deficits first.” In his New Year’s address, President Yoon said, “The export strategy must be different from the ..

경제 2023.01.03

British Conservative government's tax cuts lead to a sharp drop in the exchange rate as the fiscal deficit widens

The British pound saw its biggest one-day drop after the Conservative government announced on the 23rd that it would cut taxes and increase fiscal spending to strengthen the economy. “The pound plunged as high-risk public borrowing raised concerns about a worsening cost of living crisis,” the Associated Press reported. The Finance Minister announced a comprehensive tax cut policy, saying that it..

경제 2022.09.24