Fed Civil War, Inflation Shock, Rate Cut ChaosDollar Apocalypse, Hype or RealityNvidia Tax Tsunami, SP500 Skyrockets, Gas Price ChaosIsrael’s Leaked Secrets, Netanyahu’s Crisis, Mideast ShakeupUkraine-Deal-RISK

● Fed’s Civil War-Inflation, Employment Double Shock-Rate Cut Chaos

Fed Division and Double Shock: Interest Rate Cut Debate and the Issue of Loyalty

1. Fed Internal Division and Review of Next Chairman

Recently, division has deepened in the decision-making process of the Fed committee.

The current internal strife is becoming more apparent along with the review process for the next Fed chairman candidates.

As key figures such as Christopher Waller, Michelle Bowman, and Philip Jefferson are being considered as candidates, the debate between political loyalty and independence is heating up.

In particular, there is a fierce conflict between the opinion of advocating for interest rate cuts under President Trump’s pressure and the position of prioritizing price stability.

These contents are closely linked to key SEO keywords such as global economy, economic outlook, Fed policy, interest rates, and inflation.

2. Inflation Shock: Price Increase and Core CPI Trends

According to data from the U.S. Department of Labor, the July CPI rose 2.7% annually, slightly lower than expert forecasts, but the core CPI surged to 3.1%, the highest in five months.

In particular, the rise in the “Supercore Services Price Index” is emerging as the most closely watched indicator by the Fed.

Upward pressure on prices is analyzed as a result of the combined effects of the impact of the tariff war and factors such as falling energy prices.

3. Employment Shock: Decline in Employment and Slowdown in Employment Growth

According to recent U.S. employment data, new job growth in July was lower than expected at 73,000.

Revised data for the previous two months showed a decrease of approximately 258,000 jobs, and the average monthly job growth rate fell significantly compared to the previous year.

This employment shock is considered the weakest since 2009, and within the Fed, arguments for interest rate cuts to stabilize employment are emerging.

4. Political Pressure and the Future Direction of Fed Policy

Within the Fed committee, the difference in opinions between those advocating for interest rate cuts and those insisting on price stability is becoming clear.

In particular, movements are being detected where candidate personnel are trying to weaken the influence of current Chairman Powell to push for interest rate cuts.

This is interpreted as political pressure that emphasizes loyalty to the point of ignoring traditional monetary policy mechanisms.

At the upcoming September FMC meeting, there is a possibility that interest rate cuts will be implemented due to this division, and the final interest rate target and neutral interest rate outlook are also unclear.

5. Outlook and Impact of Future Data Releases

Major economic indicators such as CPI, PCE, PPI, and unemployment claims, which will be released before and after the September meeting, are expected to have a significant impact on the Fed’s final decision.

As price shocks and employment shocks unfold simultaneously, a double crisis situation may continue, and accordingly, interest rate policies will also be implemented flexibly.

Even if interest rate cuts are implemented, it is necessary to pay attention to what repercussions the Fed’s policy decisions will have on the global economic outlook and the credibility of Fed policy.

The impact on domestic and external economic conditions, especially the global economy and economic outlook, will remain important keywords in future analysis.

Summary

Recently, within the Fed, the debate over interest rate cuts is intensifying along with the review of candidates for the next chairman.

Prices are showing an inflation shock with a noticeable rise in the core CPI and supercore services index, and at the same time, the weakening of employment data has caused an employment shock.

The conflict between political loyalty and independence is affecting Fed policy decisions, and with the possibility of interest rate cuts increasing before and after the September FMC meeting, the release of various economic indicators in the future will determine that decision.

*YouTube Source: [ 경제 읽어주는 남자(김광석TV) ]

– [Breaking News] Divisions within the Federal Reserve’s FOMC, pressure for a broad-based rate cut …

● Dollar Apocalypse – Hype or Reality

1. The Integrated History of the Dollar and the Global Economy

The U.S. dollar has played a pivotal role in international trade and financial markets worldwide. With the dollar used in almost all foreign exchange transactions, including international loans, deposits, bonds, and foreign exchange, the global economy has become deeply dependent on it. Unlike the gold coin crises of Roman emperors, this dollar hegemony has been overcome through U.S. fiscal policy and inflation management. Key economic terms—global economy, dollar crisis, and inflation—must be understood in this historical context.

2. The Dynamics of U.S. Economic Policy and Inflation

The U.S. has expanded its fiscal deficit and printed money during each crisis, leading to inflation. During the Trump administration, a new shift in fiscal policy was attempted with high tariffs and regulations on Chinese products. In this process, the cycles of dollar strength and weakness, and interest rate fluctuations, have had a significant impact on financial markets and investment strategies. These phenomena are essential elements in the economy, financial markets, and investment strategies.

3. Rising Asset Prices and Dollar Value Dilution

During the COVID-19 crisis, central banks increased liquidity supply, causing a surge in major indicators such as the monetary base and M2. As a result, the prices of various assets, including Bitcoin, gold, S&P 500, and the Nikkei index, rose. The rise in asset prices that could replace the dollar is linked to the relative dilution of the dollar’s value. From an investment strategy and inflation management perspective, the flow of asset prices is an important aspect of the global economic outlook.

4. Stablecoins and CBDCs: Challenges for Future Payment Methods

Stablecoins are rapidly emerging in the cryptocurrency market and are being used in various financial activities such as trading, lending, and remittances. The introduction of smart contracts allows for a 24-hour automated payment system, presenting innovative payment methods to the financial market. However, unlike CBDCs guaranteed by central banks, privately issued stablecoins have issues with the issuer’s credibility and uncertainty about asset reserves. Along with these issues, the fact that stablecoins are based on the dollar raises ongoing discussions about the dollar crisis.

5. U.S. National Debt and the Future of the Dollar

The U.S. national debt exceeds 124% of GDP, with annual interest payments accounting for a significant portion of revenue. However, the U.S. has not experienced a crisis like Greece because it has the ability to print dollars and the means to control inflation. The recent increase in the national debt ceiling and the flexibility of fiscal policy support the sustainability of dollar hegemony. Key issues in the overall economy, such as national debt, investment strategies, and inflation, will significantly affect future dollar crisis debates.

6. Reinterpreting the Dollar Crisis and Opportunities from an Investment Perspective

Although the media highlights the dollar crisis, historically, the dollar has grown through crises. As U.S. fiscal policy and dollar hegemony continue in the global financial market, investors can leverage these trends as opportunities. Inflation, interest rates, rising asset prices, and new financial tools such as stablecoins and CBDCs provide new insights into investment strategies. As U.S. top economic journalist Paul Blustein suggests, dollar hegemony shows a resilience that is not swayed by outdated crisis theories and will continue to be an important criterion for investment.

The U.S. dollar has become central to global economic integration and has historically managed fiscal deficits and inflation. While COVID-19, central bank liquidity supply, and rising asset prices have led to the dilution of the dollar’s value, the U.S. has overcome crises with strong fiscal policies and the ability to print dollars. Stablecoins and CBDCs are gaining attention as new payment methods, but limitations and investment opportunities exist within the dollar-based system. Various economic variables such as U.S. national debt, inflation, and interest rate fluctuations act as important factors in establishing global economic and investment strategies, and discussions and opportunities regarding the dollar crisis will continue.

*YouTube Source: [ Jun’s economy lab ]

– Dollar Crisis? There’s No Such Thing (ft. King Dollar)

● Nvidia Tax Tsunami- SP500 Skyrockets- Gas Price Chaos

Latest Global Economic Trends: From Nvidia Export Taxes to S&P 500 Forecasts – All Key Issues at a Glance!

1. Impact of Nvidia Export Taxes and Export Regulations

A focused analysis of the impact of potential export taxes on Nvidia on the global semiconductor market.
The U.S. government’s imposition of export taxes on Nvidia and other specific industries signals changes in the international trade structure.
This measure may act as a new variable in global economic forecasts and the stock investment market.
In particular, the impact of export regulations on the broader technology industry should be carefully analyzed to reorganize future investment strategies.
It is important to monitor government policy changes and corporate response strategies to understand key economic trends.

2. S&P 500 Projected to Reach 7500 Points Next Spring

The S&P 500 index is expected to reach 7500 points next spring.
This forecast reflects the resilience of the U.S. economy and confidence in the overall stock investment market.
Investors need to reconsider long-term asset allocation strategies based on this figure.
It is necessary to carefully examine the volatility factors of the U.S. stock market along with major global economic forecasts.
Economic experts are presenting risk management strategies in uncertain markets through this.

3. Economic Implications of Varying Gas Prices Across U.S. States

The difference in gas prices across U.S. states reflects various economic factors beyond simple regional price differences.
This phenomenon is the result of a combination of factors, including crude oil supply and demand, regional tax policies, and logistics costs.
In international trade and economic trend analysis, varying gas prices across states provide important hints for policymakers and investors.
In particular, careful analysis using relevant data is useful for establishing investment strategies across the energy-related industries.
Changes in the energy market are a must-watch point in global economic forecasts and stock investment strategies.

4. Key Points from Hong Ki-ja’s Daily New York Correspondent Report

Hong Ki-ja’s Daily New York Correspondent Report delivers the latest economic issues based on the content broadcast on August 13, 2025, at 10 PM.
This report delves deeply into major issues such as Nvidia export taxes, S&P 500 forecasts, and gas price differences across U.S. states.
The reliable analysis and vivid reporting of Maeil Business Newspaper correspondent Hong Seong-yong stand out.
This rapid information delivery will be of great help to investors sensitive to global economic forecasts.
In particular, real-time economic trend tracking is essential for readers interested in stock investment and international trade.

Summary

Analyzes the impact of potential Nvidia export taxes on international trade and the technology industry, as well as government policy changes.
Explains the recovery of the U.S. stock market through the S&P 500 index’s projected breakthrough to 7500 points next spring.
Examines the impact of regional economic factors and the energy market through gas price differences across U.S. states.
Hong Ki-ja’s Daily New York Report provides important information on the latest economic issues and investment strategies.
All of this analysis is based on key SEO keywords such as global economic forecasts, stock investment, international trade, economic trends, and export regulations.

*YouTube Source: [ Maeil Business Newspaper ]

– [美개장포인트] 엔비디아 수출세, 다른 산업도 부과?ㅣS&P500 내년봄엔 7500ㅣ미국 주마다 다른 기름값ㅣ홍키자의 매일뉴욕

● Israel’s Leaked Secrets- Netanyahu’s Crisis- Mideast Shakeup.

Israeli Internal Expose and Its Impact on the Global Economy – Netanyahu Crisis, Strategic Changes in the Middle East

1. Hacking Incident and Leak of Secret List

According to hacked data, a top-secret ‘Death List’ within Israel has been leaked, causing significant damage to military and industrial infrastructure.The content revealed through the hacked information highlights the heavily controlled media and information leakage routes, vividly demonstrating the crisis of the Netanyahu government.Such internal turmoil reflects deep internal issues and political instability that other media outlets do not easily mention.Considering the ripple effects on the global economy and economic outlook, this incident is more than just a data breach; it’s an element that could shake the flow of international politics and economics.

2. Internal Situation in Israel and the Crisis of the Netanyahu Government

The destruction of military and industrial infrastructure revealed by the hacking is maximizing political chaos within Israel.The Netanyahu government is trying to respond by controlling internal information, but external pressure and internal unrest are not easily resolved.Major international actors such as Russia and Iran are also taking positions according to their respective interests and diplomatic strategies, further destabilizing the Netanyahu government’s position.This situation is likely to act as a crucial turning point that will redefine the Middle East’s political landscape and economic dynamics.

3. Impact on the Middle East and the Global Economy

Instability due to internal issues in Israel is significantly affecting the security and economy of the entire Middle East, especially strategic resources and trade routes.Iran is also in a state of economic instability and international isolation, with growing calls for an end to the war and stabilization.Even Russia is distancing itself from actively supporting this, further increasing uncertainty in the global economy.These changes in the political situation directly and indirectly affect investors and financial markets, requiring a cautious approach to the future economic outlook.

4. South Korea’s Strategic Opportunities and Response Measures

With the United States easing its focus on the Middle East, South Korea can use this opportunity to establish a foothold in the Middle Eastern market.South Korea’s arms and technology exports are gradually gaining attention in the Middle East, which is seen as a new growth engine that can contribute to the South Korean economy and the global economy.In particular, by developing investment strategies and cooperation models related to the economic outlook, opportunities to strengthen economic cooperation with the Middle East should be pursued.It is time for both the government and private companies to carefully analyze these security and economic issues and prepare strategic response measures.

The leak of Israel’s top-secret ‘Death List’ has intensified the Netanyahu government’s crisis, causing significant damage to military and industrial bases.This incident affects the security and economic dynamics of the entire Middle East, and the responses of major countries such as Iran and Russia are also noteworthy.This situation, which is leaving important repercussions on the global economy and economic outlook, can be an opportunity for South Korea to seek new strategic opportunities in the Middle Eastern market.

*YouTube Source: [ 달란트투자 ]

– Israel’s internal turmoil over the leak of a top-secret death list. Netanyahu is now on the verge…

● Ukraine-Deal-RISK

Alaska Summit and the Issue of Ukrainian Territorial Exchange – Global Economy, International Politics, Economic Outlook, Summit, Geopolitical Risk Analysis

1. Background and Symbolic Meaning of the Summit

The fact that the US-Russia summit is being held in Alaska carries a symbolic significance beyond a mere diplomatic event.
Alaska has a history of originally being Russian territory and was purchased by the US, imbuing it with historical sentiments between the two countries.
President Trump’s intention to hold the summit in Alaska is directly linked to the economic interests of the US, such as Arctic route development and resource acquisition.
Simultaneously, it is analyzed as a factor that can affect price stability within the US and the global economic order.

2. Trump’s Strategy and Goals

Trump’s side is aiming for a symbolic achievement, a Nobel Peace Prize, by urgently seeking to end the war through a ceasefire or termination.
As a measure to prevent Russia’s territorial expansion, there are movements to induce Ukraine to abandon its NATO membership and ease sanctions against Russia.
Above all, Trump is focusing on Arctic resources and economic interests, issues directly related to the global economy and economic outlook.
This strategy is seen as an important decision to secure his political image within the US and his competitiveness on the international political stage.

3. Putin’s Demands and Impact on Ukraine

Putin is asserting full rights over the territories he has partially occupied in eastern Ukraine, particularly Donetsk, Luhansk, Zaporizhzhia, and Kherson.
He is pursuing a strategy to completely transfer the territories they have occupied into Russia’s sphere of influence, rather than Ukraine’s, in exchange for returning some areas.
Furthermore, he intends to expand his military influence over Ukraine in the future through additional conditions such as refusing Ukraine’s NATO membership and limiting its military capabilities.
This acts as a factor that can lead to geopolitical risks and negatively affect the global economy and international political order.

4. Progress of Negotiations and Concerns of the International Community

Recently, on August 6, there was a meeting between President Trump’s special envoy, Steve Witkoff, and Putin, and some conditions derived from this meeting seem to have led to the current Alaska summit.
In this process, Putin has raised concerns about the US negotiating stance, questioning the methods of the special envoy, who is not an expert, highlighting economic and diplomatic weaknesses within the US.
At the same time, political circles in Europe and the US are raising voices of warning, citing the historical example of the 1938 Munich Agreement, that this negotiation could create a dangerous precedent by handing over part of Ukraine’s territory to Russia, rather than being unfavorable to Russia.

5. Historical Examples and Future Prospects

Mentioning the historical example of how territorial concessions during the 1938 Munich Agreement fueled Hitler’s bold invasions, concerns are amplified about the ripple effects of this Alaska summit.
If the negotiations between Trump and Putin lead to a reduction in the perception of Ukrainian territory to a mere ‘land,’ it is analyzed that this could open the possibility of further Russian invasion and all-out war.
In addition, the outcome of this negotiation is likely to have a major impact on the global economy and international politics, as well as the economic outlook, and increase geopolitical risks, so it is necessary to carefully observe the future developments.

The Alaska summit is not just a meeting, but an important international political event combined with historical and symbolic meaning.President Trump aims to secure Arctic resources, stabilize the US economy, and gain political benefits through the early termination of the war in Ukraine.On the other hand, President Putin is asserting full rights over the partially occupied Ukrainian territories and demanding the refusal of NATO membership and the easing of sanctions.This negotiation process creates historical precedents similar to the 1938 Munich Agreement, raising concerns that future war expansion and geopolitical risks will increase, and will have a profound impact on the global economy and international politics.

*YouTube Source: [ jisik-hanbang ]

– Will Zelensky be left behind and Ukrainian land handed over to Putin? (Park Jong-hoon’s Knowledge…