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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..

High interest rates in the U.S., ‘risk of additional fiscal stimulus hike’, Lee Chang-yong’s ‘geopolitics’, intensive blow to Korean won As the U.S.'s policy of prolonging high interest rates and the Korean government's strategy of 'repeating short-term expectations' relying on the stock market stimulus is coming to naught, the won's weakness, which has no defense against the slowdown in consump..

Rent in the U.S. rises, prices in Korea rise again, Chang-yong Lee ‘falls’ In the United States, rents have risen sharply while inflation has stagnated, and in Korea, inflation is on the rise again, but Bank of Korea Governor Lee Chang-yong said, “It has fallen at a faster rate compared to other countries.” The U.S. Department of Labor's September Consumer Price Index (CPI) rose 0.4% from the pr..

Deflation in China’s economy ‘worst in wholesale price housing, exports plummeting, youth unemployment’ The Chinese economy showed signs of deflation as youth unemployment was at its worst due to a drop in wholesale prices for urban housing and a plunge in exports, and a diagnosis was made that a “quick transition” in economic policy was not possible. Exports from China fell particularly sharply..

Lee Chang-yong ‘China’s growth rate fluctuates by half in Korea, 1.8% good excluding IT’ Bank of Korea Governor Lee Chang-yong said at a press conference on the decision to freeze interest rates that China's growth rate in Korea fluctuated from 1.1% to 0.5%. Governor Lee said, “The growth rate is 1.1% in the scenario where China’s economic recovery is delayed and financial instability in develop..

The consumer price index (CPI) of the US in January, which was the inflation standard, rose 6.4% year-on-year and jumped 0.5% month-on-month. Retail sales in January, announced by the U.S. Department of Labor on the 14th, increased by 3% from the previous month, the largest increase since March 2021 due to the corona shock. The 2-year US Treasury yield, which is sensitive to the US benchmark int..

The International Energy Agency (IEA) predicted on the 29th that China's oil consumption decreased for the first time in decades last year, curbing the rise in international energy prices. The Bank of Korea said on the same day, “The future energy market will show fluctuations depending on various factors such as geopolitical conflicts and abnormal weather as well as economic factors.” As a resu..

Korea's Producer Price Index rose to 9.2% in July for 20 consecutive months, while the US rose 8.5% and the UK 10.1%. The U.S. Department of Labor announced on the 11th that the consumer price index (CPI) rose 8.5% in July from the same month a year ago, and the producer price index (PPI) rose 9.8% and fell 0.5% from the previous month. The UK National Statistical Office said on the 17th that th..

In the inflation-dependent economic stimulus of the Yun Seok-yeol administration, led by a 9.6% rise in utility bills, food returned to the Lee Myung-bak high-inflation system with a 2.5% rise. The consumer price index rose 5.4% in May, a sharp rise from 4% in March, and overtook the 8.3% rise in industrial products under the system of a 9.6% surge in electricity, gas, and water utility rates. b..