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No recovery in the second half, 25% decrease in exports to China in July, 34% decrease in semiconductor exports In July, exports fell more sharply than expected, and semiconductors plunged 36% YoY, making it impossible to recover growth in the second half. The Ministry of Trade, Industry and Energy's semiconductor export statistics for July declined 33.6%, worsening from the previous month's 28...

Reuters ‘additional production cuts’ vs. Korean media ‘past inventory peak’ in Samsung Electronics’ 9 trillion won deficit in the first half On the 27th, when Samsung Electronics announced its performance of a 9 trillion won deficit and a 95% drop in operating profit in the first half, Reuters reported that it “announced additional production cuts,” but the Korean media reported differently that..

US economists placed weight on the “possibility after the middle of the year” and “higher interest rate hike” for the US economic recession, and Samsung Electronics showed weakness in the stock market. A third of 48 economists surveyed by the National Association for Business Economics expect a recession to begin in the second quarter of April-June, and a fifth expect a recession to begin in the..

The Bank of Korea will freeze the base rate at the current 3.50% per annum on the 23rd, and the US will raise the base rate at 4.75% by 0.25% points sequentially from March, May, and June, revealing the possibility of a rise to a maximum of 5.5%, revealed in the minutes of the Fed meeting. . In the minutes of the US Fed meeting released on the 23rd, the interest rate will rise twice by 0.25%, an..

As semiconductor chip maker Micron laid off 10% of its workforce due to steeper-than-expected second-quarter losses, expectations of additional US interest rate hikes overlapped. Samsung's foundry sales declined and LG Ensol's stock plummeted in a continuous bear market. Market research firm Trend Force announced that sales of Samsung Electronics’ foundry division in the third quarter were 5.584..

In the UK, inflation rose 11.1% in October, the highest inflation in 41 years, and the Associated Press announced that it is “not yet peaking”. The UK's National Bureau of Statistics announced on the 16th that consumer prices rose 11.1% in October, the highest since October 1981, and a big jump from 10.1% in September. A Reuters poll of economists showed a rise of 10.7%, and economists announced..

Fed Chairman Powell announced at a press conference that he would raise interest rates by more than 4.6% next year, following a 0.75% rate hike. The Bank of Korea's New York office has predicted a '0.5% rate adjustment' from the November rate hike, and the forecast continues to be erroneous. "If we don't control inflation because we're not tightening enough, now we're in a situation where inflat..

Goldman Sachs Group of the United States has raised its interest rate to 5% from this week's 0.75%p rate hike to four rate hikes from March next year. Goldman Sachs said on Friday that economists now expect the US Federal Reserve to raise rates to 5%, higher than previously expected, and the Fed will raise rates in March next year to the range of 4.75% to 5%. increase, which is 25 basis points h..

The World Trade Organization (WTO) announces a sharp decline in world trade next year, the IMF predicts an economic slowdown next year, and the US Federal Reserve Board announces a 1.25% interest rate hike. International Monetary Fund (IMF) Executive Director Georgieva said in a speech at Georgetown University on the 6th that "the economic situation has changed significantly. Inflation is not te..

The yield on 10-year Treasury bonds rose more than 4% for the first time since 2010 due to the UK's conservative tax cut policy, where the exchange rate is falling. Bloomberg predicted on the 27th that the interest rate in the UK is expected to rise to 6% next year, and the average household repayment amount in the first half of next year refinancing a two-year fixed mortgage loan at 6% at an in..