Category: Today’s Brief
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● Manufacturing-Export Crisis, New Government’s Policy Title: Tariff Wars in the Global Economy, Manufacturing Crisis, and Strategies for Responding to the AI Era 1. Economic Uncertainty Arising from the Trump Administration’s Tariff Wars Immediate impact on Korean exports is expected due to the imposition of 25% mutual tariffs. Ripple effects are expected in neighboring…
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● Trump Tariffs Began With Miranda Report?! The Miran Report and the Beginning of the American Economic Dilemma The Miran Report begins by pointing out the fundamental problems with American economic policy.According to the report, the structural problem facing the United States is the trade deficit and strong dollar issue due to the benefits…
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● Construction Stocks – Buy Now? Construction Stock Investment Trends and Key Takeaways Construction stocks such as Hyundai Engineering & Construction, DL E&C, and HD Hyundai Industrial have recently shown momentum with rapid stock price increases.Although they have recorded significant gains since the beginning of the year, the rate of increase from the lowest…
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● Trump’s Market Turmoil Dollar’s Changes and Future of Financial Landscape Amid Recent Stock Market Turmoil Dollar Smile and the Specificity of a Key Currency Detailed discussion on why the dollar strengthens during crises as the world’s key currency and the background behind it. The dollar shows a unique movement even as the stock…
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● Demographic-Bomb, Pension-Crisis, Government-Choice Measures to Address Changes in the Korean Economy and Population Structure and National Pension Reform 1. Current Status and Prospects of Population Structure Change Korea is facing complex demographic changes of low birth rate and aging population. As the birth rate declines and average life expectancy increases, the proportion of…
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● Trade War Endgame, Trump’s Strategy Revealed In-depth Analysis of Global Economic Outlook and Tariff War Recent Stock Market Plunge and Historical Comparison Recently, the SP500 experienced a drop of over 10% in just two days. This is a rare plunge since 1950, ranking as the fifth-largest on record. Comparing cases like the 1987…
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● Korea’s Economy – Crisis, Reform Global Economic Outlook: Key Trends at a Glance, Including Government Deregulation, Innovation Policies, and Education Investment [1] Let Money Work and Reduce Regulations For money to play its role, it needs to be free. We urgently need to create a financial environment that can foster venture and innovation…
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● Hyundai’s Disappointing Call, Precarious Economy Global Economic Outlook: U.S. Tariff War and Strategic Response, Investment Contraction, and Government-Business Negotiation Preparation 1. Changes in U.S. Tariff Policy and Global Investment Trends The U.S. Trump administration is shaking the world trade order by using tariffs as a tool. As seen in the case of the…
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● SOUTH KOREA IS COLLAPSING ◆ The Start and Numerical Status of South Korea’s Population CrisisSouth Korea has been facing population problems for decades.In the 1950s, the average was 6 children per family, while it fell below 2 in the 1980s.In 2023, South Korea recorded a fertility rate of 0.72 children per woman.In large…
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● Slow Buying, Not No Buying With Money Management Being Key, Minimizing Losses and Analyzing Macroeconomic Outlook 1. Stock Price Decline and the Need to Minimize Losses Currently, as stock prices fall below the 200-day moving average, many investors are experiencing significant losses. Focus should be on minimizing losses rather than maximizing profits. In…