구미 무역분쟁, 엔화 위기, 원자재 시장, IMF 등 구조 전환기 글로벌 경제를 실무자 시각엔서 분석합니다. 그로벌 경제 불확실성 속 자산 배분 전략과 투자 인사이트를 제공합니다.
Global energy markets are in a tailspin as the blockade of the Strait of Hormuz becomes a reality. With Iran’s Revolutionary Guard restricting passage and both commercial operators and insurers pulling out, the strait has entered a de facto state…
Geopolitical risk in the Middle East has hit a fever pitch following US-Israeli airstrikes on Iran. With international oil prices soaring, the Korean stock market, heavily dependent on energy imports, is now squarely on the hot seat. Soaring Oil and…
Global financial markets convulsed following the news of Iranian Supreme Leader Ayatollah Ali Khamenei’s death. As geopolitical risk flared, a classic flight to safety took hold, sending shockwaves through the stock market. Gold and silver prices surged, Bitcoin fluctuated wildly,…
A surprise surge in the U.S. January Producer Price Index (PPI) ignited a dollar rally, but a concurrent drop in U.S. Treasury yields capped the ascent. This tug-of-war sent the Korean won on a volatile ride, touching 1445 before settling…
