Category: Next-gen Insight
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● SLR Easing- Liquidity Boost, Risk Creep. SLR Regulation Easing: Liquidity Supply, Financial Risk, and Prospects for U.S. Treasury Market Stability 1. Policy Announcement and Background The recent announcement by the Fed to ease eSLR regulations involves readjusting regulatory conditions for U.S. GSIBs and their subsidiaries regarding holdings of Treasury bonds and reserve deposits.Introduced in…
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● Trump’s Economic Assault- Currency Wars- Ally Blackmail- Korea’s Peril Decoding Trump’s ‘Offensive’: Currency Pressure, Targeting Allies, and the Future of the Korean Economy 1. Currency After Tariffs – Trump’s Hidden Strategy Analysis suggests that President Trump’s economic strategy involves currency attacks as a hidden weapon following tariff impositions.There’s also interpretation that the U.S. aims…
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● Tesla’s Autopilot – Delivery Revolution, Economic Earthquake Tesla Autonomous Driving Unmanned Delivery Success and Its Impact on the Global Economy – Latest Investment Opportunities and Technological Trends 1. Key Highlights and Presentation Order of Tesla’s Autonomous Driving Delivery Success Tesla’s latest news of successful unmanned autonomous driving delivery has been revealed, and its innovative…
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● .**Real Estate Tsunami – Seoul Surge, Doom** Analysis of Real Estate Market Transformation and Future Investment Strategies in the Lee Jae-myung Era 1. Impact of Monetary and Fiscal Policy Shift on the Real Estate Market The full-scale implementation of interest rate cuts and supplementary budget policies is expanding liquidity supply.This shift in monetary and…
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● AI-Fueled Sovereign Power Shift Why the Current Administration’s Strategy with Naver and AI Deserves Attention 1. The Beginning of the AI War and Data Sovereignty The current administration is pursuing a ‘Sovereign AI’ strategy that encompasses not only technological independence but also the acquisition of national data sovereignty, strengthening of military power, and transition…
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● Tesla’s Delivery Triumph – LiDAR Debate – Stock Surge Tesla Model Y’s Successful Autonomous Delivery and Global Economic Outlook 1. Tesla’s Successful Autonomous Delivery and Technological Advancement Tesla’s recent success in autonomous delivery using the Model Y has garnered significant attention from the perspective of the global economy and technological innovation.Tesla has maximized its…
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● **US-China Trade War Escalation, Maritime Clash, Yuan Challenge** A New Round of the US-China Trade War: A Comprehensive Overview of Key Issues from West Sea Intrusion to Yuan Internationalization 1. Initial Trade War and the Beginning of Commercial Competition Economic tensions between the two countries have intensified since the start of the trade war.As…
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● **Rate Cut Countdown – PCE Signals Green Light** In-Depth PCE Inflation Analysis: Decisive Basis for July Rate Cut and SLR Regulation Easing Prospects Context of SLR Regulation Easing and Liquidity Supply We will focus on how SLR regulation easing affects the U.S. financial market and whether it can act as a liquidity supply device.Recent…
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● PCE Surge – Tariffs Fuel Inflation Nightmare Analysis of the Rapid Rebound in U.S. PCE Inflation and Inflation Caused by the Tariff War Recent Trends in the U.S. Economy and PCE Inflation Announcements The U.S. May PCE (Personal Consumption Expenditures) inflation rate is rebounding sharply, causing significant repercussions throughout the economy.This announcement allows a…
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● Musk’s Axe, Robotaxi Dreams, Tesla Tumble. Elon Musk’s Dramatic Leadership Shift and the Future of Robotaxis 1. Firing the Right-Hand Man: A New Chapter Elon Musk has just taken a bold step by firing his trusted right-hand man.This decision is expected to have significant repercussions for Tesla and the technology investment market.This event has…