recession 15

International fund manager's cash balance is the highest in 20 years, '15% proportion'

The cash balance of international fund managers rose to the highest level in 20 years, reaching a '15% weight' in their portfolios. "Cash is now becoming a viable asset class because of what's happening with interest rates," said Paul Nolt of Kingsview Investment Management. he told Reuters. Regarding his high holdings on cash, he said, "It gives me a chance to look around the financial markets ..

경제 2022.09.17

U.S. ‘repeat cycle’ in economic downturn Japan ‘wage increase’ Korea ‘investment in the U.S.’

“A recession can be painful and frightening, but it is a recurring feature of the economy,” he said. The recovery is effectively over," the Wall Street Journal reported on the 29th. The Japanese government said, "The Japanese economy is rising, inflation is not remarkably high and not stagflation. The upward pressure on prices is weaker than in Europe and the United States. It is important to ov..

카테고리 없음 2022.07.29

The main culprit of inflation is housing cost, only in Korea, and the crisis intensifies

The gap with the US price index widened further as the Bank of Korea raised the interest rate by 0.5%p and adhered to the method of excluding the consumer price index for self-living costs. The US Federal Reserve expects higher housing costs to continue to push inflation this year, with higher housing prices being the biggest factor in controlling interest rate hikes. "Rising housing costs are e..

카테고리 없음 2022.07.13

Nomura ‘Korea 3Q –2.2% long-term recession housing market collapse’

Due to the weak yen, Korea experienced a -2.2% economic recession in the third quarter, which could lead to a prolonged recession and a collapse of the housing market at the same time. In a research note on the 4th, Nomura Securities said, "Countries can no longer rely on a rebound in exports for growth due to the accompanying slowdown in the global economy." predicted that Regarding the housing..

카테고리 없음 2022.07.04

U.S. mortgage rates soar, South Korean semiconductors fall at ‘highest level of uncertainty’

The Washington Post reported on the 29th that U.S. new home sales fell for the third straight month through March due to rising interest rates, and the 3% mortgage rate, which had been maintained for 10 years, exceeded 5% for the first time, "creating new economic uncertainty," The Washington Post reported on the 29th. The U.S. economy plunged unexpectedly to 1.4 percent per annum in the first t..

카테고리 없음 2022.04.29