Trump’s Trade War Tremors-Trump’s Immigration Shift

● Trump’s Immigration Shift, Successful Bond Auction, Fading Deficit Fears

Today’s Key Economic Issues – PPI Index, Labor Market Data, Immigration Policy Changes, and Treasury Auction Trends

1. May PPI Release and Its Implications

The PPI release was today.
The May PPI rose 0.1% from the previous month, a turnaround from the 0.2% drop in April.
However, it fell short of the market expectation of 0.2%.
The core PPI also rose 0.1%, lower than the projected 0.3%.
The year-over-year headline index rose 2.6%, in line with market expectations, compared to 2.4% previously.
The core PPI fell slightly to 2.7% from 2.9% previously, differing from the forecast of 3.0%.
In particular, items related to PC such as airline fares, portfolio fees, and medical expenses showed relative stability, sending positive signals for future CPI and PC forecasts.

2. Fed’s Monetary Policy and Changes in Market Scenarios

While both CPI and PPI did not show significant increases, the Fed is hesitant to cut interest rates due to tariff issues.
However, the market is currently reconsidering the Fed’s stance and exploring the possibility of rate cuts in September and October.
In particular, changes in the FedWatch data for the October and December rate forecasts are being detected, necessitating a review of the future direction of monetary policy.

3. Labor Data and Changes in the Employment Market

The labor data released today is interpreted as a signal of changes in the U.S. labor market.
The number of continuing unemployment claims hit a four-year high since the end of 2021, and new unemployment claims also fell below forecasts.
This data can serve as a basis for interest rate cuts, showing a balance between tightening and easing in the labor market.

4. Immigration Policy Changes and Trump’s Remarks

The Department of Homeland Security has begun notifying about 500,000 illegal immigrants from IT, Cuba, Nicaragua, and Venezuela who entered the U.S. through a program introduced during the Biden administration of their impending deportation.
Former President Trump strongly criticized this, saying it is ‘depriving great farmers and the hotel and leisure industries of irreplaceable labor.’
The large-scale deportation policy suggests that concerns about job shortages can be alleviated to some extent.
It is expected that a distinction will be made between legal and illegal workers in the future, and orders regarding labor force replenishment will be prepared.

5. Treasury Auction and U.S. Fiscal Situation

The 30-year Treasury auction showed positive results.
Thanks to the strong performance of the 10-year bond the previous day, the $22 billion worth of 30-year Treasury bonds were also well sold.
Long-term interest rates fell to the mid-4.8% range, which somewhat alleviates market concerns following Moody’s credit rating downgrade in May.
Despite concerns about rising interest rates associated with the increasing U.S. fiscal deficit, the results of this Treasury auction imply the stability of the U.S. financial market.

6. Comprehensive Economic Outlook and Implications

The various economic indicators and political statements released today are directly related to several key economic keywords such as the global economy, inflation, interest rate policy, Moody’s credit rating, and Treasury auctions.
The PPI-related indicators show that inflationary pressures are limited, and the Fed may reconsider its future interest rate policy considering tariff issues and labor market data.
Labor data and changes in immigration policy reflect both market concerns and expectations regarding the supply side and labor force issues within the U.S. economy.
The Treasury auction results suggest a positive impact on the recovery of U.S. fiscal soundness.

Today, the May PPI release confirmed limited inflationary pressures.
Changes in the Fed’s tariff issues and interest rate cut outlook, labor market data, and immigration policy issues emerged simultaneously.
The Treasury auction results are interpreted positively despite concerns about the U.S. fiscal deficit.
Overall, key economic keywords such as the global economy, inflation, interest rate policy, Moody’s credit rating, and Treasury auctions are intertwined, and the future direction of the market is being re-examined.

[Related Posts…
Global Economic Outlook |
Inflation Trends]

*YouTube Source: [Maeil Business Newspaper]

– [홍장원의 불앤베어] 트럼프, 이민 정책 중대한 변화 꾀하나. 30년물 국채경매 또 성공. 미국 재정적자 우려는 사그라드나

● **”Inflation Shockwave!”**

Global Economy, Economic Outlook, Market Restructuring: The New Meeting of SNS and AI

Recently, the emergence of new AI friend services, which are difficult to explain solely with the network of connections and information-sharing systems that SNS companies have built, is increasing business scalability and innovation potential. This article details the critical differences between SNS and AI friends, various business expansion cases opened by direct conversations and customized services, and actual application cases by the U.S. Department of Defense and MIT, as well as Meta’s strategic transition, in chronological order.

1. Existing Roles and Limitations of SNS Services

– SNS has long provided basic social networking services such as connecting people, sharing information, and forming communities.

– However, simple connections alone made it difficult to expand services through personalized counseling or direct conversations.

– Due to this, SNS alone had limitations in linking with various fields such as shopping, healthcare, and education.

2. The Emergence and Main Features of AI Friend Services

– AI friends deliver personalized information to each user through direct conversations.

– This service can be connected to various services such as shopping, healthcare, and education.

– For example, the U.S. Department of Defense introduced counseling services through AI, and MIT is providing assistance to seniors through AI services, such as medication reminders and depression management.

– AI friends can also provide comfort and courage in community support for cancer patients, and continuously provide personalized counseling.

– In particular, its versatility is very high, as it is also used as a customized learning support tool for children in the education field.

3. Market Restructuring and Meta’s Strategic Transition

– Large platform companies like Meta are attempting to transition to independent and diverse services beyond the existing friend relationships of SNS.

– They are promoting the convergence with various real-life services (e.g., shopping linkage, health management, education support, etc.) beyond simple SNS connections.

– These changes foreshadow the restructuring of the global economy and market, and have a significant impact on economic outlook and future business models.

4. Economic Outlook and Future Prospects

– AI friend and SNS combined services are the core growth engine of the digital economy.

– Even amidst global economic uncertainty, personalized services and direct conversation-based support systems are expected to create new markets and drive changes in existing markets.

– In the future, each company is expected to strengthen its economic competitiveness through the convergence of AI and SNS technologies.

< Summary >

– SNS has focused on connecting people and sharing information through its existing infrastructure, but it has had limitations in personalized services through direct conversations.

– AI friend services can be expanded to various fields such as shopping, healthcare, and education, and are attracting attention as services that provide practical help, as seen in the cases of the U.S. Department of Defense and MIT.

– Large platforms like Meta are promoting a transition to independent services beyond SNS, and are expected to play an important role in the global economy and market restructuring.

– These changes play a key role in strengthening economic outlook and digital economic competitiveness, and are expected to have a significant impact on future business models.

</ Summary >

Global Economic Outlook: Market Restructuring Trends Through SNS and AI

Recently, the convergence of SNS and AI is a key keyword in the digital market according to the global economy and economic outlook.

SNS has focused on connecting people and sharing information, but AI friend services provide customized services such as shopping, healthcare, and education through direct conversations.

It is already being tried by the U.S. Department of Defense and MIT, and market restructuring is accelerating due to the strategic transition of platform companies such as Meta.

Economic outlook, global economy, market restructuring, SNS, and AI are all key SEO keywords, and it is expected that this technological convergence will greatly contribute to strengthening corporate competitiveness in the future.

[Related Posts…]

Analysis of Global Economic Outlook

Convergence of SNS and AI

*YouTube Source: [티타임즈TV]

– 친구의 빈자리를 채우는 AI #shorts

● Trump Scraps EV Mandate- Musk Cheers, Robo-Taxis & FSD Strategy?

Major Shift in the US Automotive Industry in June 2025: Trump’s Abolition of EV Mandates and Tesla’s Robotaxi Challenge

1. A Turning Point Where Politics Meets Technology

On June 12, 2025, former President Trump signed a resolution to abolish the electric vehicle (EV) sales mandate that was being promoted in California.

This decision has created significant repercussions in two aspects: protecting the internal combustion engine (ICE) vehicle-centric industry in the United States and changing the EV subsidy system.

It reflects the relatively weak position of EV subsidies, while the existing oil and gas industry receives billions of dollars in support annually.

The policy shift emphasizes freedom of consumer choice but also has the potential to redefine the competitive landscape of the entire automotive industry.

2. Tesla’s Robotaxi Takes Its First Steps in Austin

Tesla is accelerating the pilot operation of its robotaxi in downtown Austin, using the Model Y.

The company is meticulously refining camera and LiDAR scan data, carefully checking vehicle safety and autonomous driving performance.

Initially, about 12 Model Y vehicles will operate in a small area, with plans to expand to 25 cities nationwide afterward.

At the same time, protests are planned due to safety concerns, creating a situation where technological innovation and social safety issues coexist.

3. Challenging the European Market: FSD Testing in Rome

Tesla has expressed its intention to enter the European market by unveiling autonomous vehicles equipped with FSD (Full Self-Driving) capabilities in Rome, Italy.

It demonstrated that the technology works without issues even in narrow alleyways and the complex heart of the city center with pedestrians.

However, Europe faces many challenges due to strict autonomous driving regulations and strong competition from local automakers.

Even if the technology is proven, regulatory clearance and securing market trust are key.

4. Musk and Trump Advocate for Fair Competition

Trump argues for restructuring the automotive industry through the abolition of EV subsidies and the protection of ICE vehicles.

In response, Musk said, “Fair is fine,” expressing the position that everyone should be given the same conditions.

The statements of these two giants foreshadow a competitive environment where only capable companies will survive, moving away from a subsidy-dependent market centered on EVs.

It is expected that Tesla’s autonomous driving and AI technologies will play an important role in the future, along with the restoration of political alliances.

5. Market Reaction and Short-Term Investment Risks

Wall Street experts are positively evaluating Tesla’s robotaxi launch news, but are wary of safety issues and valuation risks in the short term.

Analysts at CFRA, etc., are closely watching the scalability after the initial small-scale operation and the Q2 earnings announcement, and are also concerned about the decline in market share.

Even in this situation, it is necessary to re-examine investment prospects from a long-term perspective to see if Tesla can solidify its leading position in the AI and autonomous driving fields.

The main SEO keywords such as economic outlook, electric vehicles, autonomous driving, robotaxis, and investment prospects show that this issue is an important turning point where technology and politics meet.

Summary

On June 12, 2025, former President Trump announced the resolution to abolish the EV mandate, and the landscape of the US automotive industry began to change.

At the same time, Tesla is proving its technological prowess by successfully unveiling the robotaxi pilot operation in Austin and the FSD autonomous driving test in Rome.

The move by Musk and Trump to break away from the subsidy-dependent industrial structure, advocating for fair competition, is expected to have a major impact on the entire industry.

In the short term, there are challenges such as safety, valuation, and market share, but in the long term, it is possible to create a fair competitive environment where technology and politics are intertwined.

*YouTube Source: [오늘의 테슬라 뉴스]

– 트럼프, 전기차 의무화 폐지 선언! 머스크는 왜 찬성했을까? 로보택시와 FSD, 그 숨은 전략은?

● Tesla’s Camera System, Drone Proof, EU Autonomy, China Sales Surge

Tesla’s Autonomous Driving Innovation: Making Waves Globally from Drone Racing to Robotaxis

1. Current Status of Autonomous Driving Technology and Drone Racing Performance

Tesla successfully demonstrated its FSD capabilities in Italy.
It shows that autonomous driving works with just one camera, anywhere.
In drone racing tests, it recorded a super-fast zero-to-sixty time of 1-1.5 seconds, surpassing top human pilots.
This performance proves that Tesla’s superior AI brain plays a crucial role in the perception and planning stages of autonomous driving.

2. AI Infrastructure and Massive Investment Strategy

Tesla continues to invest 7 trillion won in AI infrastructure every quarter.
This cost investment is essential for strengthening the autonomous driving brain and ensuring safety.
While other competitors struggle with various sensors, Tesla has succeeded in implementing world-class perception with just one camera.

3. Sensor Debate and AI-Driven Autonomous Driving Plan

Tesla’s core is its brain, that is, its artificial intelligence planning ability.
The role of sensors is limited to the perception stage, and sufficient information can be obtained without additional sensors.
This acts as Tesla’s differentiated strength in the autonomous driving technology competition.
While competitors try to maintain their technology by relying on external investment, Tesla is self-sufficient by making real profits through electric vehicle sales.

4. Global Market Expansion and Changing Regulatory Environment

Tesla’s FSD operates normally in various countries around the world, including Italy, the European Union, China, and India.
In particular, the European Union is in the process of partially approving autonomous driving functions through DCAS regulatory easing.
Under the leadership of the Netherlands, an environment is expected to be created where driving is possible on highways without driver intervention.
As the regulatory environment gradually improves, it is having a positive impact on the market as a whole.

5. Preparing for Robotaxis and the Autonomous Future

Tesla is accelerating its preparation for robotaxis and entering the final inspection stage where sensors and AI are fused.
You can see how mapping and actual driving information are compared and verified through the Rider-equipped Model Y.
This technology and investment strategy reliably supports the transition from supervised autonomous driving to unsupervised autonomous driving.

6. Technological Advancement and Historical Context

Like comparing it to SpaceX rocket tests in the past, it started small at first, but now, like the successful recycling of rockets the size of buildings,
Tesla has also moved beyond the initial experimental stage and now has autonomous driving technology that can overwhelm the world.
All of this is a natural result of technological advancement.

Summary

Tesla’s FSD demonstration in Italy and drone racing tests have advanced autonomous driving technology to the next level.
With a 7 trillion won investment every quarter and an AI brain enhancement strategy, it is implementing world-class perception with just one camera.
In the global market, FSD operation confirmation and regulatory easing are underway in Europe, China, and India.
The future of unsupervised autonomous driving is approaching with robotaxi preparation and the final inspection stage through sensor-AI integration.
You can see the best economic prospects and technology trends at a glance, including Tesla, autonomous driving, artificial intelligence, robotaxis, and drones.

*YouTube Source: [허니잼의 테슬라와 일론]

– 테슬라 카메라 시스템의 우수성을 증명한 드론?! 유럽에서 자율주행 허가 속도! 심상치 않은 중국 판매량

● Trump’s EV Warpath

Trump vs. California: Key Points of the Electric Vehicle Policy Lawsuit Showdown

1. Background and Progress of the Lawsuit

President Trump signed a resolution prohibiting the sale of internal combustion engine vehicles from 2035 and requiring only electric vehicles to be newly registered in California.
California Attorney General Rob Bonta filed a lawsuit in federal court in response to the President’s signed resolution.
This lawsuit is the 26th lawsuit against the Trump administration, demonstrating a fierce conflict between the state government’s exercise of autonomy and environmental policies.
California has been implementing stricter emission regulations than the Clean Air Act and has also received approval from the federal government.
Trump is trying to invalidate California’s exemption by using the Congressional Review Act.

2. Key Issues of Conflict

The impact of environmental policies and the economy surrounding the mandatory electric vehicle policy is a key point of contention.
California argues that President Trump’s resolution poses a serious threat to health, the economy, and the environment.
On the other hand, Trump is trying to promote his policies by abusing the power of the state government.
There was already a legal dispute over the deployment of troops during the Los Angeles protests in the past.

3. Impact on Policy and the Economy as a Whole

This lawsuit foreshadows a significant impact on the United States’ energy policy and the direction of the future economy.
Electric vehicles, environmental policies, California’s regulatory strengthening, and Trump’s political decisions are affecting the economy as a whole, increasing uncertainty in investment and industry.
In particular, finding a balance between environmental policies and the economy is important, and this legal conflict can act as a source of market instability.

4. Future Prospects and Response Measures

The court’s ruling will determine the direction of resolving the conflict between Trump and California over electric vehicle policies and environmental policies.
It is necessary to pay attention to the impact of changes in electric vehicles and related technology industries and environmental policies on the economic situation.
Economic experts analyze that the outcome of this lawsuit will be an important variable in establishing global market and investment strategies.
Depending on future lawsuit developments and policy changes, both companies and individual investors need to reorganize their response strategies.

< Summary >

By signing a resolution invalidating California’s mandatory electric vehicle policy, President Trump,
California has filed a lawsuit in federal court, citing economic and health threats due to strict environmental policies.
As a result, uncertainty has increased across the economy, including electric vehicles, environmental policies, California, Trump, and lawsuits.
The court’s future ruling is expected to have a major impact on the United States’ energy and economic policies and the development of the electric vehicle industry.

*YouTube Source: [서울경제TV]

– “전기차 OUT” 트럼프 또 폭주…캘리포니아, 법정 전쟁

● AI Coders – Jobpocalypse?

AI Coding and Low-Code/No-Code: A Complete Shift in the Software Development Paradigm

1. The Birth and Early Development of AI Coding Tools

The integration of artificial intelligence and software is in full swing in the development field.
AI coding assistance tools generate code using only natural language instructions, significantly increasing development productivity.
This concept was initially proposed by Andrei Karpathy, who worked at Tesla and OpenAI, in early 2025, where AI handles program requirements delivered in natural language.
This approach moves away from the traditional, meticulous coding method, providing developers with new work efficiencies.
Key SEO keywords such as artificial intelligence, software, development, low-code, and AI coding are the core driving forces behind this change.

2. Success Stories of Cursor AI and Vibe Coding Tools

Cursor AI is an editor based on VS Code with a built-in AI assistant.
When a developer issues a natural language command like “Refactor this function,” the tool analyzes the section and automatically reconfigures the code.
The tool is equipped with large-scale language models (GPT-4, Llama, Claude, DeepC, etc.), supporting not only code generation but also bug fixes.
From its launch, it has become an essential tool among developers worldwide, with its sales and corporate value skyrocketing within a year.

3. The Rise and Market Expansion of Low-Code/No-Code Tools

These are platforms that allow both non-developers and developers to easily create applications.
They are rapidly emerging as an alternative to solve the shortage of existing developers and the increasing demand for business software.
The global low-code/no-code market is showing double-digit growth rates annually and is projected to reach approximately $31.9 billion in 2024.
From internal corporate services to citizen development, they are used in various fields, flexibly transforming the collaboration environment between non-experts and experts.

4. Changes in the Role of Developers and Future Preparation Plans

Repetitive and standardized coding tasks are assigned to AI and low-code tools, allowing developers to focus on higher value-added tasks.
Code verification and maintenance are strengthened, while basic computer science knowledge and understanding of algorithms remain essential.
As the boundary between field domain experts and traditional developers blurs, new roles such as prompt engineers and AI operators are expected to emerge.
By keeping pace with these changes and developing continuous learning and tool utilization skills, developers can survive as competitive talents in any environment.

5. Real-Time Status of Changes and Corporate Examples

There are cases like Cursor AI where annual sales and corporate value have risen rapidly in a short period.
Microsoft Power Platform has recorded 48 million monthly active users (MAU), establishing itself as a leading citizen development platform in numerous organizations worldwide.
Platforms like Bubble, OutSystems, and Retool support various business environments by leveraging the flexibility and scalability of no-code/low-code.
As this trend continues, traditional coding methods are expected to gradually shift to development focused on design and management.

Brief Summary:
Artificial intelligence and AI coding assistance tools are completely changing the way software is developed.
Vibe coding tools like Cursor AI generate code through natural language instructions, maximizing development productivity.
At the same time, low-code/no-code platforms are emerging, solving the shortage of developers and innovating the collaboration environment.
These changes are enhancing the role of developers and are expected to lead to new roles such as prompt engineers in the future.

[Related Articles…]
Cursor AI Innovation Cases | No-Code Market Expansion Trends

*YouTube Source: [안될공학 – IT 테크 신기술]

– 코딩할 줄 몰라도 다 된다… AI가 연 ‘바이브 코딩’과 로우코드/노코드 부상, 진짜 개발자는 없어지나?

● Tariff Threat, Inflation Eases

Global Economic Outlook: US Semiconductor Export Restrictions, Tesla Robotaxi Concerns, and PPI•CPI Index Analysis

1. Concerns over US Semiconductor Export Restrictions to China

MBidia CEO expresses concerns about US semiconductor export restrictions to China.
The United States is leading in the semiconductor field.
There is anxiety that if the restrictions continue, China may seek other routes.
The possibility of restructuring the international semiconductor supply chain is raised.

2. Problems with Tesla’s Robotaxi and New Business Delays

Uncertainty related to robotaxis is highlighted along with Tesla’s stock price decline.
The market volatility is expanding as the original test ride date was pushed back from the 12th to the 22nd.
The situation is that specific schedule confirmation cannot be given to consumers and investors.
It is loaded with complex problems such as technical difficulties, owner risk, and political factors (relationship with Trump).
The market is concerned about the possibility of failure of new businesses.

3. Inflation and Interest Rate Outlook through PPI and CPI Indicators

The Producer Price Index (PPI) plays a leading indicator role for the Consumer Price Index (CPI).
The unit price that companies pay first is likely to affect consumer prices, but it is difficult to conclude directly.
The data shows that the increase in hotel accommodation rates led the increase, while air passenger service rates fell slightly.
Despite the rise in PPI, it suggests that the consumer price inflation rate is unlikely to rise sharply.
The possibility of freezing interest rates at the FOMC meeting is predicted to be around 97%, indicating that the current inflation easing signal has been captured.
The Fed’s monetary policy direction is expected to lead to gradual dovish remarks.

4. Overall Market and Future Outlook

US semiconductor export restrictions, Tesla’s new business uncertainties, PPI•CPI index analysis, etc.
The impact of each issue on the global economic outlook is interconnected.
Along with expectations for interest rate freezes, key economic indicators are likely to have a positive impact on risky assets.
Investors should pay attention to various variables such as supply chain restructuring, technology development delays, and inflation trends.

< Summary >

As the US is pushing for semiconductor export restrictions to China, MBidia CEO raised concerns about the possibility of China seeking alternative routes.
As Tesla’s robotaxi test ride schedule is delayed, it is negatively affecting the stock price along with technical and political risks.
Although PPI can act as a leading indicator of the Consumer Price Index (CPI), recent price increases were led by hotel accommodation increases, and overall inflationary pressure is showing a moderate appearance.
The possibility of freezing interest rates at the FOMC meeting is highly evaluated, and expectations for the Fed’s dovish stance change are forming.
Overall, the global economic outlook is seeking future directions in various variables centering on key issues such as semiconductors, Tesla, inflation, and interest rates.

This content is suitable for search engine optimization and allows you to check the latest issues related to the global economic outlook, semiconductors, Tesla, inflation, and interest rates.

*YouTube Source: [서울경제TV]

– 트럼프 다시 관세 압박…5월 생산자물가 예상치 하회

● China’s West Sea Grab – Sovereignty Crisis Looms

China’s West Sea Expansion, U.S.-China Trade War, and Marine Security Threats Summarized at a Glance

1. China’s West Sea Expansion Strategy and Historical Background

The provisional measures zone in the West Sea was established with the Korea-China Fisheries Agreement in 2000. At this time, both sides agreed to jointly manage only fisheries and navigation.

However, recently, China has been strengthening its claim to jurisdiction, citing principles of equity such as coastline length, population, and marine sediment.

In 2018, it started expanding its territory in the West Sea by installing artificial structures such as Sarnan No. 1 and operating illegal aquaculture facilities, and in 2024, it even hinted at the possibility of military use, such as navigation prohibited zones.

These movements are noteworthy when viewed in the context of China’s marine strategy deployment, namely the global economic outlook and marine security threats.

2. Current Status of U.S.-China Conflict and Negotiation Process

The U.S.-China trade dispute began during the Trump administration through the imposition of reciprocal tariffs and negotiations, but it has continued without being resolved in the short term.

The Biden administration is also imposing sanctions on key industries such as semiconductors, batteries, solar power, and the bio industry through measures such as strategic industrial material management.

As a result, the United States maintains its means of pressuring China, and the U.S.-China trade conflict is likely to develop into a long-term battle in terms of the global economic outlook and economic prospects.

3. Security Threats in the West Sea and Economic Impact of Marine Strategy

China’s operation of artificial structures, fishing boats, and maritime militias poses a risk of being used as military bases beyond simple fishing activities.

The geographical characteristics of the West Sea (width of 400km, 124 degrees 30 minutes based on the median line, etc.) make it advantageous for China to promote the expansion of territorial rights based on the principle of equity.

In particular, the West Sea is adjacent to the metropolitan area, so the impact of security threats on the overall economy can be significant. The U.S.-China trade conflict, security threats, and global economic outlook surrounding the marine strategy are intertwined.

China’s ‘Salami Tactics’ and ‘Cabbage Strategy’ are gradually expanding its territorial rights, raising awareness among the Korean government and people.

4. South Korea’s Economic Prospects and National Defense and Marine Security Response Amid U.S.-China Conflict

Korea is located in the middle of the U.S.-China conflict and must consider both economic prospects and security issues.

Recently, it has been preparing by holding marine dialogues, increasing military warships, and strengthening coast guard patrols, and is paying attention to economic development and the global economic outlook while responding to security threats.

Considering the complex relationship between the United States and the U.S.-ROK alliance, and between North Korea and China, not only economic prospects but also marine strategy and national defense strengthening are essential.

In particular, policy and strategy decisions are required, focusing on major SEO keywords such as ‘U.S.-China Trade Conflict’, ‘Marine Strategy’, ‘Global Economic Outlook’, ‘Economic Prospects’, and ‘Security Threat’.

< Summary >

China aims to expand its territorial rights in the West Sea based on the principle of equity. Since the fisheries agreement in 2000, it has been gradually increasing security threats by installing Sarnan No. 1 in 2018 and declaring a navigation prohibited zone in 2024. The U.S.-China trade dispute is not being resolved in the short term, and Korea must respond to economic prospects and security threats through marine strategy and national defense strengthening amid the U.S.-China conflict.

[Related Articles…]

West Sea Dispute Intensifies

U.S.-China Trade War Re-ignites

*YouTube Source: [경제 읽어주는 남자(김광석TV)]

– 대한민국 주권 위기가 현실화된다. “중국이 서해 ‘70%’를 잠식한다” | 경읽남과 토론합시다 | 강준영 교수 1편

● Wall Street Soars, Digital Banking Revolution?

Wall Street AI News Today – Latest Economic News on US Employment, Inflation, and Corporate IPOs

US Employment Market Trends

The number of new applications for unemployment benefits in the US recently hit an 8-month high.
As of June 12, 2015, weekly claims exceeded 248,000, raising concerns about a slowdown in the job market.
The impact of the vacation season and school staff claims was significant, but there are concerns about prolonged unemployment due to continuous payments once claims start.
The continuous increase in the number of unemployed individuals is making it difficult to find new jobs.

US Producer Price Index (PPI) and Moderation of Inflationary Pressures

Along with the US Consumer Price Index (CPI), the PPI also recorded a lower-than-expected increase.
The monthly increase was limited to 0.1-1%, with supply chain bottlenecks easing and demand slowing due to interest rate hikes, limiting price increases.
It is expected that these indicators will play an important role in the Fed’s future interest rate policies.

Major Corporate Issues – Oracle, Boeing, Digital Bank IPO

Boeing’s stock fell by 5% due to concerns about aircraft safety following the Air India passenger plane accident.
On the other hand, Oracle’s stock surged by more than 13% due to strong fourth-quarter performance and expectations of expanding its AI and cloud infrastructure business.
Digital bank Chime Financial rose 59% above its IPO price on the first day of trading on Nasdaq, indicating increased investor interest in digital financial services.
Through this IPO, it raised $864 million, signaling a positive outlook for the fintech IPO market.

Political and LA Issues and Global Market Reactions

An incident occurred in LA where California State Senator Alex Padilla was arrested during a press conference by the Department of Homeland Security.
Amidst the controversy over immigration enforcement and illegal residence issues, the Democratic Party and the governor are strongly raising concerns.
There are concerns about the impact on downtown shops and tourism due to the spread of protests, requiring a swift response from the government.

Today’s Stock Market Close and Future Outlook

All major US stock markets closed higher.
The S&P 500 closed up 0.38%, the Dow Jones up 0.24%, and the Nasdaq also up 0.24%.
Bond yields eased after the producer price index was released, but uncertainty persists due to external variables such as tariffs and US-China negotiations.
President Trump’s tariff policies and the outcome of future interest rate and trade negotiations are expected to be important variables for the overall economy.

< Summary >
This article summarizes the increase in unemployment benefit claims and concerns about a slowdown in the US employment market,
the easing of inflationary pressures due to the US Producer Price Index (PPI),
the contrasting corporate performances of Boeing and Oracle, the successful Nasdaq digital bank IPO,
and the overall stock market’s positive close, along with political issues that occurred in LA, in chronological order.
It delivers the latest economic trends and implications easily and systematically, focusing on keywords related to Wall Street, AI, the economy, inflation, and IPOs.

*YouTube Source: [Maeil Business Newspaper]

– [LIVE] “뉴욕증시 웃고, 차임 날았다” 디지털 뱅킹 새 역사 쓸까 | 길금희 특파원

● Retail investors buck KOSPI’s rally.

Analysis of KOSPI Trends and Investment Strategy Changes Since President Lee Jae-myung’s Inauguration

KOSPI Index Surge and Major Fluctuations

The KOSPI has surpassed 2,900 points for the first time in 3 years and 5 months since President Lee Jae-myung’s inauguration.
Starting at 2,698 points on the 2nd, the KOSPI surged to 2,871 points on the 10th and further to 2,907 points on the 11th.
This rapid rise indicates a honeymoon rally is unfolding.

Profitability Gap Between Institutional and Foreign Investors vs. Individual Investors

Institutional and foreign investors have recorded healthy returns in the 7-14% range through leveraged product investments.
Conversely, individual investors who bet against the index’s rise have suffered significant losses, further highlighting the profitability gap.
In particular, the KODEX 200 Futures Inverse (GoVerse ETF), heavily bought by individual investors, has recorded a loss of approximately 13.01% due to the index’s rise.

Investment Trends and Results by ETF Product

The KODEX Inverse ETF, designed to yield double profits when the index falls, has incurred significant losses due to the recent surge.
Conversely, the KODEX Leverage ETF and the KODEX KOSDAQ 150 Leverage ETF have achieved returns of 14% and 8%, respectively.
Foreign investors have purchased the TIGER MSCI Korea DR ETF, yielding a 7% return.
This ETF is centered around large-cap stocks such as Samsung Electronics and SK Hynix, with a structure that reinvests dividend income.

Changes in Individual Investors’ Investment Strategies and Market Outlook

Individual investors, initially focused on betting against the market, are now shifting their strategies as they recognize the KOSPI’s strength.
Net purchases of the GoVerse ETF have decreased to 63.3 billion won on the 4th and 19.6 billion won on the 10th, while net sales of the Leverage ETF have significantly reduced from 1,114.2 billion won on the 4th to 6.7 billion won on the 10th.
This shift indicates a change in individual investors’ perception of the upward trend and suggests the need to readjust investment strategies in line with market movements.
It is crucial to closely monitor the stock market and supply-demand trends going forward to modify strategies accordingly.

Summary

The KOSPI has surged past 2,900 points since President Lee Jae-myung’s inauguration.
Institutional and foreign investors have recorded returns of 7-14% through leveraged product investments, while individual investors have suffered significant losses by betting against the market.
In particular, the KODEX Inverse ETF has recorded a loss of 13.01%, while the KODEX Leverage ETF and KOSDAQ 150 Leverage ETF have recorded returns of 14% and 8%, respectively.
Individual investors are also shifting their strategies as they recognize the upward trend, seeking changes in investment paradigms in line with market movements.
We explore the latest issues related to the economy, investment, stock market, KOSPI, and ETFs.

*YouTube Source: [서울경제TV]

– 코스피 2900선 돌파했지만…개미만 반대로 가고 있다

● Hanil Cement, Profit Explosion, Raw Material Hit, Trading Frenzy

Today’s Direct Investment Stock Analysis – Sharp Rise in Operating Profit Margin in 2024, Significant Upgrade in Stock Market Outlook

1. Market Trends and Expert Evaluation

Expectations for today’s direct investment stock are increasing as experts show good performance in previous recommended stocks.
A positive atmosphere is being detected across the market regarding the economy, investment, stocks, outlook, and profits.
Experts evaluate that this stock is showing not only an improvement in the operating profit margin but also a uniquely outstanding improvement compared to others in the same industry.

2. Basic Stock Analysis and Main Causes

As of 2024, the operating profit margin of this stock has increased significantly.
Results from cost reduction and efficiency in manufacturing are immediately visible.
In particular, the completion of the English factory equipment modification project and the eco-power generation equipment modification effect have led to a noticeable improvement in the operating profit margin.
Competitors in the same industry are showing only slight improvements.

3. Technical Analysis and Trading Momentum

The stock price has broken through its previous high, driven by strong performance.
Trading volume and value have surged, strengthening the stock price’s upward momentum.
Currently, the stock price has risen by about 9%, and it is expected that there is additional upside potential of over 30%.
Investors already consider this stock to be undervalued.

4. Investment Strategy and Precautions

The market atmosphere is showing an improving trend, making this stock a confident entry point for investors.
Additional upward momentum is confirmed when the stock price breaks through, so maximizing profits can be expected if the buying timing is well-matched.
However, it is essential to manage risk, such as setting stop-loss criteria, and invest strategically.

5. Implementation and Request for Additional Analysis

We recommend checking detailed data for the stock and personally reviewing key indicators such as operating profit, revenue growth rate, and trading volume.
Based on the information already provided, it is important to put effort into additional data and chart analysis and invest with confidence.
A QR code is provided to easily check stock information.

Summary of Today’s Direct Investment Stock Analysis:
1. Positive investment atmosphere detected in the market, with high expectations for economic and profit improvement.
2. Significant increase in operating profit margin in 2024, driven by manufacturing cost reduction and equipment modification completion.
3. Technical analysis shows that stock price and trading volume are rising together, with high potential for further increases.
4. Considered an undervalued stock, making it a confident entry point, but risk management is essential.
5. Investors should personally review detailed charts and financial data before making investment decisions.

SEO Keywords: Economy, Investment, Stocks, Outlook, Profit

[Related Posts…]

Investment Strategy Update

Stock Market Outlook Soars

*YouTube Source: [서울경제TV]

– 한일시멘트, 원자재 상승 직격탄 맞고 수익 폭발! 거래량 미쳤다! | 오늘의 직구 종목 | 주식포맨 337회 (출연자: 조영호)

● **Startup Failure – Lessons Learned**

The Global Economy and Individual Challenges: Global Growth Stories Born from Failures and Efforts

Morning Math Study and Constant Challenges

I wake up around 7:30 to 8:00 AM every morning and start studying math.
I build my thinking skills while encountering new problems and upgrade myself every day.
Such continuous self-improvement is like an investment that enhances competitiveness in the global market, as well as personal development.
As mentioned at the Practical Vibe Coding Conference, the problem-solving skills provided by mathematics are intertwined with innovative investment strategies across the economy.

Growth Through Failure and Turning Points in Life

Failure is the result of a choice, but going through the process becomes an opportunity for learning.
One failure does not determine the entire life, but rather serves as a stepping stone to guide future directions.
Just as small daily efforts accumulate to create great changes, economic investments should focus on long-term growth rather than short-term results.
Lessons learned through life’s difficulties and failures become the foundation for stable investment even in the uncertain global economic market.

The Bloom of Fan Economy Through Entrepreneurship and Blockchain Innovation

In the entrepreneurial process, I focus on NFTs and decentralization beyond TV platforms and MCN models.
I aim to solve the labor cost burden problem of the existing creator market and create a structure where fans can voluntarily participate.
With the integration of blockchain technology, new market exploration and investment opportunities are created.
This innovation is linked to the global growth engine of the economy as a whole and is attracting attention as a new investment model in the market.
The new business model of the fandom economy is an example of the synergy effect created when economy and technology meet.

The Value of Military Service and Self-Development, and Social Contribution Through Education

Time in the military is not just simple service, but a valuable experience that leads to self-development and physical training.
After training both physical strength and brainpower for a year and a half, I drastically improved my capabilities as an instructor.
This experience solidifies personal substance and becomes the foundation for instilling problem-solving skills and positive thinking in students through education.
Education and talent development are essential for the overall growth of society and global economic development.

Positive Thinking and the Power of People: Investment in Economy and Life

Relationships and the support of people around me are truly like investments.
Gathering positive energy instead of malicious or negative comments, and growing together with people allows for genuine development.
If you don’t give up and continue to work hard even after experiencing failures, you will eventually find not only economic growth but also personal happiness.
This experience becomes the driving force behind creating opportunities for investment and growth in the global market.

Conclusion: Grow in the Global Market with Constant Effort and Wise Investment

Consistent daily self-improvement and an attitude that doesn’t fear failure drive success throughout life.
From studying mathematics to entrepreneurship, blockchain, and education, all experiences are the foundation for investment and growth in the future economy and global market.
Ultimately, the important thing is to make continuous efforts and wise decisions to positively impact yourself, those around you, and society.
This article covered various topics including individual challenges and failures, entrepreneurship and innovation, and social contribution through education.
Let’s re-examine the reality we face and future opportunities, focusing on the core keywords of the global economy, investment, market, growth, and economy.

Summary: The consistent challenge of starting with math study every morning becomes the foundation for innovation and investment in the global economic market.
Lessons learned through failures and difficulties lead to important turning points in life and lead to new investment models through education, entrepreneurship, and blockchain innovation.
Positive relationships and self-development contribute to economic growth not only for individuals but also for society as a whole, and are core elements for establishing competitiveness in the future global market.

[Related Posts…]
Global Economic Outlook 2023

Future Investment Trends

*YouTube Source: [티타임즈TV]

– 스타트업 창업해 실패하면서 깨달은 것 (오현민)

● Trump’s Threat: Iran Vanishes

Escalation of Tensions Between Israel and Iran and Impact on Financial Markets – Latest Situation Summary

[1] Israeli Attack and Initial Developments

The content of Israel’s strike on Iran’s preemptive assets (including air force bases) in the previous video has already been conveyed.
Currently, the international situation shows a slight decline from the high point after Israel’s attack.
According to the latest news, with the announcement from the Israeli government, Prime Minister Netanyahu is scheduled to speak with President Trump this afternoon (early Saturday morning Korean time).
Although the specific time is undecided, it is characterized by the high possibility of proceeding with US approval.

[2] President Trump’s Strong Reaction and Message

President Trump expressed support for Israel’s attack and issued a firm condemnation of Iran.
In his tweets, he pointed out that Iran failed to reach an agreement after a 60-day ultimatum two months ago, and delivered a warning message on the 61st day.
Trump emphasized the strong military power of the United States and Israel, and assessed that eliminating Iran’s nuclear capabilities would contribute to the interests of the whole world, especially the stability of international financial markets and stock markets.

[3] Analysis by Hardline Jewish Leaders and Experts

Hardline Jewish leaders such as Bill Ackman are taking a strong stance that the United States should hold Iran accountable.
They define Israel as a ‘lesser evil’ and emphasize that it is urgent to eliminate Iran’s nuclear capabilities and military potential.
Ackman predicts that Israel will achieve more decisive results through additional attacks within the next 1-2 weeks.

[4] Financial Market Reaction and Outlook

Currently, international financial markets are reacting relatively positively to this situation.
Oil prices are fluctuating in the early $70 range, and major US stock markets (S&P500) are showing stable performance without a drop of more than about 1% after opening.
Trump assesses that Israel’s attack helps reduce global financial market and geopolitical risks by reducing the possibility of Iran possessing nuclear weapons.

[5] Future Prospects and Further Analysis

Attention should be paid to the impact of Israel’s recent attack and Trump’s strong message on international affairs and financial markets in the future.
It is necessary to closely observe what results Israel’s additional operations and changes in the position of the United States and Jewish hardliners will bring within the next 1-2 weeks.
A more in-depth outlook through additional analysis will be delivered soon.

< Summary >
Israel struck Iran’s preemptive assets, causing international affairs to decline slightly.
Prime Minister Netanyahu is scheduled to speak with Trump, who delivered a strong message.
Trump is paying attention to the warning following Iran’s passing of the 60-day ultimatum and the military power of the United States and Israel.
Hardline Jewish leaders such as Bill Ackman are urging the elimination of Iran’s nuclear capabilities.
The financial market is showing a positive response with stable oil prices in the early $70 range and stock market stability.
Attention should be paid to additional operations and changes in international affairs within the next 1-2 weeks.

Keywords – Israel, Iran, Trump, International Affairs, Financial Market

*YouTube Source: [Maeil Business Newspaper]

– [속보] 트럼프 “이란 협상 안하면 지도에서 사라질 것” I 홍장원의 불앤베어

● Israel-Iran Nuclear Showdown Looms

Key Issues at a Glance: Nasdaq Futures Amid Global Economic Trends, Middle East Tensions, and Investment Strategies

1. Rapid Fluctuations in Nasdaq Futures

Currently, Nasdaq futures are generally declining.
Financial market instability is amplifying due to heightened tensions in the Middle East.
After touching 21,794 points, it has fallen by about 0.88%.
On the short-term chart, there is a slight recovery in bargain hunting after falling below 21,734 points.
There has been a record of a drop of about 500 points from early dawn to morning.

2. Middle East Tensions and Financial Market Instability

Military tensions in the Middle East, such as Israel’s preemptive strikes, are acting as destabilizing factors in the financial markets.
Investors should maintain a cautious attitude amid concerns about additional attacks and secondary and tertiary attacks.
In particular, the spot market has seen a contraction in investor sentiment, while the futures market can be approached as an opportunity for downside betting.
However, if additional attacks occur, the risk burden will increase, so caution should be taken regarding the market’s sensitive reactions.

3. Investment Strategy and Position Adjustment Timing

In the current situation, a strategy of buying at points where the price rebounds from the decline is recommended rather than rushing to sell.
For example, there is an opinion to look for buying points near 67,680 on the chart.
In a rising market, a quick recovery is expected after a shock, so a short-term trading strategy that aims for rebounds at each moment of decline is effective.
Considering that the maturity of Nasdaq is approaching, short position responses are more appropriate than long-term holding.

4. Oil Market and Additional Risk Analysis

Along with the Middle East issue, oil prices are also fluctuating significantly.
Referring to the impact of past Middle East crises on the oil market, the current oil price fluctuations may be a short-term phenomenon.
However, if the situation in the Middle East worsens, there could be a rapid change in oil prices, so it is best to avoid overnight positions.
Risk management is important in a market instability situation.

5. Comprehensive Summary and Investment Points

Currently, the global financial market is affected by complex factors such as Middle East tensions, Nasdaq futures declines, and oil price fluctuations.
As a short-term trading strategy, maximizing profits by targeting rebound points whenever prices fall is promising.
Investors should thoroughly adjust their positions and manage risks in preparation for possible additional attacks.
While the rising market continues, shocks in the falling market tend to recover quickly.
Overall, meticulous observation is needed regarding today’s key keywords such as economic outlook, global economy, financial market, investment strategy, and market instability.

< Summary >
Nasdaq futures fell 0.88% from 21,794 points amid Middle East tensions.
Investor sentiment has contracted in the spot market, while opportunities for downside betting have been identified in the futures market.
The investment strategy is to buy at falling rebound points, and risk management is important.
It is recommended to monitor oil price fluctuations and respond with short-term positions.

Re-examining Investment Strategies: Analyzing Short-Term Trading Points

*YouTube Source: [서울경제TV]

– [해선시대] “이스라엘, 이란 핵시설 선제 타격….늦기 전에 미국과 핵 합의하라“│NASDAQ100│CRUDE OIL│GOLD│ #미증시 #주식 #허생 #허생마스터

● China’s Treasury Card – Trade War Endgame

U.S.-China Trade Negotiations: Who Wins? Implications of a Draw and Future Prospects – Global Economy, U.S.-China Trade, Treasury Yields, Tariff War, RMB Internationalization

[1] U.S.-China Trade Negotiations: Win, Lose, or Draw?

The U.S.-China trade negotiations ended with both sides watering down their positions, failing to achieve a decisive victory.
The U.S. cannot claim a complete victory, and China has made notable strategic concessions.
Ultimately, the negotiation can be summarized as a ‘draw.’
Although a time bomb-like situation occurred, both sides continued negotiations without significant damage.

[2] Negotiation Process and Diplomatic Strategy

The negotiations appeared to be heavily pushed by the U.S.,
but in reality, it seems they were responding to China’s prepared stance and relatively flexible negotiation strategy.
A clear difference in hierarchy emerged between the President and diplomatic representatives,
with the U.S. sending cabinet-level officials while China sent public security ministers, reflecting a difference in rank.
This served as a strong signal to the other party while also playing a role in easing tensions.

[3] Soaring Treasury Yields and China’s Treasury Sell-Off Card

While some attribute the recent surge in U.S. Treasury yields
to China’s large-scale Treasury sell-offs,
in reality, China holds $760 billion in Treasuries, and
a rapid sell-off would be tantamount to self-bankruptcy, making it an unviable option.
The instability in the U.S. Treasury market is likely due to complex factors
such as the Trump administration’s fiscal policies and internal U.S. debt limit issues.

[4] Beyond the Tariff War: Financial and Exchange Rate War

The U.S. is not relying solely on the tariff war to win,
but is approaching the situation with a strategy of parallel technology and financial wars.
In particular, regarding the exchange rate war,
they are mentioning the possibility of China adjusting its exchange rate, taking Japan’s case as a mirror.
However, China has limitations compared to the U.S. in terms of defense and financial market openness.
As a result, the internationalization of the Chinese Yuan is unlikely to fully materialize yet.

[5] RMB Internationalization and the Race for Key Currency Status

China has been consistently striving to expand the Yuan as a key currency.
However, the Yuan’s share in the global payments market is currently small.
Considering both the real and financial economies,
the U.S. dollar’s status as a key currency remains solid.
The success of RMB internationalization will depend on China’s economic and military power,
as well as the degree of financial market openness in the future.

[6] Future Prospects: Balance Amid Tension and the Start of a Long-Term Battle

It is difficult to determine the short-term winners and losers in the U.S.-China trade negotiations.
Both sides are expected to respond with prepared cards amidst long-term economic strategies and changes in the global financial order.
In addition to Treasury sales and RMB internationalization, China will focus on expanding its financial market based on the real economy and improving asset management methods.
The U.S. is also expected to adjust its fiscal and monetary policy strategies
to maintain its standing within the global economic order.

Summary

The U.S.-China trade negotiations ended in a draw without a clear victory for either side.
The U.S. employed strong diplomacy and financial strategies, but
China responded with a prepared negotiation strategy and relative flexibility.
The surge in Treasury yields is attributable to U.S. internal fiscal problems and
fiscal policy uncertainties rather than China’s sales. In addition to the tariff war,
a multifaceted competitive structure is emerging, including exchange rate, financial, and technology wars.
Furthermore, the attempt to internationalize the RMB is seen as China’s long-term strategy, but
the actual acquisition of key currency status depends on the solidity of the U.S. dollar and
the degree of China’s financial market openness.

*YouTube Source: [경제 읽어주는 남자(김광석TV)]

– [풀버전] 중국이 쥐고 있는 ‘국채 카드’는 도대체 무엇일까? 미중 무역 협상의 결말, ‘이렇게’ 된다 | 경읽남과 토론합시다 | 전병서 소장

● Iran’s Revenge, Tesla’s Defiance

Recent Global Economic Outlook – Comprehensive Summary of Key Content Such as Iran’s Retaliation, Tesla Robot Taxi, and Michigan Economic Indicators

1. Development of Iran’s Retaliation and Geopolitical Crisis

Geopolitical tensions have been heightened from the start due to Iran’s large-scale missile attack.
The index is fluctuating due to the bombing and attacks on Israel, and the decline is expanding over time.
Explosions in Tel Aviv, Israel, have been observed in the process of bombing damage and defense.
As a result, anxiety has grown in the global financial market, affecting the stock market as a whole.

2. Fluctuations in Defense Stocks and Safe Assets

Due to this geopolitical crisis, defense stocks (Lockheed Martin, Northrop Grumman, Rheinmetall) are rising.
Investors are showing a tendency to prefer safe assets over risky assets.
Gold is showing a steady rise as a safe asset, but the 10-year Treasury yield is rising, slightly reducing the attractiveness of bonds.
International oil prices are also hovering in the low $70 range, facing a wait-and-see phase.

3. Tesla Robot Taxi and Changes in National Highway Traffic Safety Administration Regulations

Expectations for Tesla’s robot taxi are amplified.
The U.S. National Highway Traffic Safety Administration announced a revision to the Part 55 exemption program, making the approval process, which previously took several years, possible in just a few months.
Along with this, improved application guidelines and flexible supervision systems have been introduced.
Now, vehicle developers such as Tesla are expected to lower regulatory barriers to the introduction of new technologies and accelerate their rapid adoption.

4. Michigan Economic Indicators and Recovery of Consumer Sentiment

Regarding the University of Michigan’s announced indicators, inflation expectations soared, but the actual CPI and PPI showed good figures.
Michigan’s inflation expectations remained at a relatively stable level of 5.1, falling below market forecasts.
The Michigan Consumer Sentiment Index rebounded from a low level to 60.5, interpreted as a signal of consumer confidence recovery.

5. Polymarket Betting and Uncertainty in Middle East Affairs

Attention is focused on the fact that the betting on Iran’s possibility of closing the Strait of Hormuz is about 37%.
Meanwhile, the market is also considering the issue of succession to Iran’s supreme leader, Hamad, as a variable.
The possibility of the United States taking military action before July is estimated at just over 30%.
In contrast, the betting on the possibility of a nuclear deal between the United States and Iran has fallen sharply to the low 30% range.
President Trump has issued an ultimatum to Iran, and diplomatic and military tensions are escalating.

6. Overall Impact on Economic and Financial Markets

Due to geopolitical crises, investors are turning to safe assets, while technology and innovation stocks (Tesla) are expected to face new opportunities thanks to rapid regulatory easing.
This global economic outlook is expected to greatly affect the uncertainty of the financial market and the strategic readjustment of investors in the future.
It is time to develop market analysis and response strategies focusing on key SEO keywords such as global economy, economic outlook, financial market, defense stocks, and Tesla.

< Summary >

Geopolitical crisis is heightened due to Iran’s large-scale missile attack.
Gold, a safe asset, is strong along with rising defense stocks, but bonds are becoming less attractive.
The launch of Tesla’s robot taxi is accelerating due to the easing of regulations by the National Highway Traffic Safety Administration.
Consumer sentiment is recovering in Michigan’s economic indicators, and inflation expectations are somewhat stable.
In Polymarket betting, Iran’s Strait of Hormuz and the issue of succession of the supreme leader, and the possibility of U.S. military intervention are variables.

[Related Posts…]
Tesla News Update
Iran Tension Analysis

*YouTube Source: [Maeil Business Newspaper]

– [홍장원의 불앤베어] 이란의 보복, 텔아비브 방공망 뚫렸다. 이 와중에 테슬라 주가 왜 올랐나

● **”Crypto Contagion 2.0?”**

FTX Incident: The Shock and Aftermath of the Cryptocurrency Market

1. November 2022, the Ice Age of the Global Cryptocurrency Market

The sudden bankruptcy of FTX occurred in November 2022.
This incident caused the collapse of FTX, which was the world’s third-largest exchange, causing enormous shock to the global virtual asset market.
Major cryptocurrency prices, including Bitcoin, plummeted instantly, increasing anxiety among investors.
Investors began to wonder, “If places like FTX can collapse, where is safe?”

2. FTX’s Remarkable Growth and Provision of Attractive Products

FTX was founded by Sam Bankman-Fried in 2019 and quickly grew to become the third-largest in the industry.
With over 1.3 million users, it introduced various products such as deposit services and futures trading centered around its own issued token, FTT.
In particular, the fixed 8% annual yield product attracted investors with higher returns than traditional banks.
Through global marketing, it established the image of a ‘digital bank’ by appearing as an NBA arena naming sponsor and in Super Bowl commercials.

3. The Full Story of FTX’s Bankruptcy and Shocking Internal Affairs

In November 2022, Coindesk’s report revealed that FTX’s subsidiary Alameda Research’s assets consisted of self-created FTT coins.
In other words, FTX inflated its own digital assets as if they were real assets and used them as collateral for loans.
As major exchanges such as Binance massively sold FTT, the price of FTT plummeted by 80% in just one day, and customers began withdrawing large amounts of assets.
As a result, 8 trillion won worth of customer funds flowed out, exacerbating the liquidity crisis and leading to the filing for bankruptcy protection.

4. Organized Financial Fraud and the Fall of Sam Bankman-Fried

The FTX incident was revealed to be not just a simple management failure, but an organized financial fraud in which customer assets were secretly used to cover investment losses of affiliated company Alameda, political donations, luxury real estate, and luxury yacht purchases.
Shocking testimonies were revealed that transfers of tens of millions of dollars were approved with just one emoji in internal messengers, and a messy accounting system operated with a few spreadsheets was disclosed.
In the end, in November 2023, a jury in the New York Federal Court found Sam Bankman-Fried guilty of charges including customer fraud, wire fraud, and insider trading, and a sentence of 25 years in prison and an order to confiscate $11 billion was confirmed in March 2024.

5. Debt Repayment and Regulatory Reinforcement, Changes in the Virtual Asset Market

FTX began repaying its debts in 2024, and the second repayment (totaling $5 billion, approximately 7 trillion won) is underway from the end of May 2025.
Creditors who have completed KYC authentication can receive cash repayments through designated exchanges such as Kraken or Bitcoin.
The U.S. SEC and CFTC have significantly strengthened financial regulations related to virtual assets since the FTX incident, and major overseas exchanges are also making every effort to protect investors by introducing reserve proof systems.
As a result, the market is shifting its focus not only on simple price fluctuations but also on transparency and trust recovery in exchanges and the cryptocurrency industry.

6. Lessons from the Market and Future Prospects

The FTX incident once again reminded us that trust is the foundation of the financial market.
Investors should not simply chase high returns but carefully consider and select the system and transparency of the exchange.
Regulatory authorities and market participants are all working to reduce future uncertainties and build a healthy ecosystem based on this incident.
In the future, the virtual asset and cryptocurrency market is expected to undergo a thorough verification process once again under more stringent financial regulations to increase investment safety.

< Summary >
The FTX bankruptcy event shocked the global virtual asset market in November 2022.
FTX grew rapidly in a short period after its establishment in 2019 and attracted investors with high-yield products, but was revealed to be an organized financial fraud that used customer assets as collateral for FTT coins.
Sam Bankman-Fried was convicted in 2023 and is currently serving a prison sentence and confiscation order.
Debt repayment began in 2024, and the virtual asset market is moving towards restoring trust based on strengthened financial regulations.
Key SEO keywords: Virtual assets, cryptocurrency, exchange, financial regulations, investment.
< Summary >

*YouTube Source: [서울경제TV]

– “그 유혹에 전 세계가 속았다”…’제2의 FTX’는 없다?