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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..

Chinese deflation, consumer price decline, real estate company credit downgrade Deflation in China led to a 0.4% drop in consumer prices, an accelerated decline in producer prices, a blockage in real estate bonds and a downgrade in credit ratings. In China, exports fell by 14.5% more than expected in the July indicator and imports plummeted more than twice as expected, and the fall in the consum..

In the US, the stock market plunged as investment losses continued to pile up, while in Korea, the government still maintained a 'wait-and-see' stance on the government's 'expectation for price point'. At an emergency macroeconomic and financial inspection meeting on the 13th, the government said, "The skeptical view of the global inflation peak theory has expanded." It increased volatility.” Th..

As more than 27 trillion won was released into the market in June, the concentration of short-term investment capital, which is concentrated in households rather than corporations, is becoming clearer. As for the money supply in June, households (non-profit) increased by 0.9% and the corporate sector increased by 0.8%, while the money supply of financial institutions decreased and MI (cash curre..