● Nuclear Stocks Surge, US-China Deal Fizzles

Economic Issues at a Glance – From Altcoin Cycles to Nuclear Power Rallies and Treasury Risks!

1. Altcoin Cycle and the Turning Point in June

The altcoin cycle is regaining attention in the crypto market.
A pattern of significant rebounds every four years, similar to the Olympics or World Cup, is recurring.
As we enter June, some investors see June 13 as the turning point, while others see June 15.
Altcoin investors need to pay attention to this period.

2. Nuclear Power Stock Rally and SMR Investment Craze

The most impressive sector in the stock market is nuclear power.
Nuclear power stocks have risen more than 30% in a short period, and NuScale Power has risen 20%.
Oklo’s small modular reactor project was selected as part of the defense and carbon neutrality strategy, driving the stock price.
In addition, with the news of SMR approval, the UK government is making large-scale investments in both traditional nuclear power plants and SMRs.
The goal is to start commercial operation in the mid-2030s, which is causing a global nuclear power investment boom to reignite.

3. Conclusion of US-China Negotiations and Market Reaction

Negotiations between the US and China have concluded, but the market reaction has been minimal.
The main content includes adjusting the mutual tariff burden, with the US reducing its total tariffs on China by 55% and China by 10%.
There were no relatively significant changes from the US, such as lifting restrictions on Chinese students.
As a result, investors did not feel much progress and were somewhat disappointed.

4. CPI Announcement and Fed Framework Adjustment

The recently announced May CPI rose 2.4% year-on-year, lower than expected.
The monthly increase rate also fell short of expectations, but the Fed is preparing for a high-inflation era, unlike the low-inflation situation in the past.
Unlike the days when the Fed introduced a new framework every five years, it seems that interest rate cut expectations will be after September.
This necessitates reconsidering short-term and medium- to long-term investment strategies.

5. 10-Year Treasury Yields and US Fiscal Risks

In the 10-year Treasury auction, the yield was lower than the previous day, and the auction was well-received.
However, the perception of long-term bonds as safe assets is weakening.
The existing economic formula is collapsing due to the US government’s fiscal deficit and rising Treasury interest burden.
Bond expert Gundlach advises increasing the proportion of non-dollar assets instead of a strong dollar.
Unlike past SMP 500 declines, a paradigm shift is being detected in the market, with the dollar showing weakness in this cycle.

6. Investment Strategies and Long-Term Perspective

Various news and data do not have a significant impact on immediate investment decisions.
It is necessary to approach various economic issues such as nuclear power, altcoins, CPI, Treasury bonds, and SMR from a long-term perspective.
Rather than reacting sharply to each piece of news today, it is important to steadily monitor the overall flow and changes in the financial structure.
Ultimately, it is difficult for anyone to time the market, so careful judgment is needed.

Summary

The altcoin cycle is reaching a turning point in June.
The stock market is fluctuating greatly due to the nuclear power stock and SMR investment craze.
US-China negotiations concluded without significant changes, and the CPI was announced lower than expected.
Changes in 10-year Treasury yields and US fiscal risks are important variables in long-term investment strategies.
Overall, it is necessary to approach various economic issues comprehensively from a long-term perspective.

[Related Articles…]
Analysis of Nuclear Power Investment Trends |
Treasury Bond Risks and Response Strategies

*YouTube Source: [Maeil Business Newspaper]

– [홍장원의 불앤베어] 원전주 주가 30% 폭등 왜. 미중 협상 마무리인데 시장은 시큰둥.