Categories

37 pages

Macro-Insight

June Second-Half Event Map: A Weaker Central-Bank Put and Korea AI Memory Entry Discipline

The Era of Expensive Money: What the Warsh Fed Really Changed

The SpaceX IPO Is an 'AI Compute' Event, Not a 'Space' Event: What the Use of Proceeds and the Chey-Musk Meeting Mean for Korean Memory

Is AI 1996 or 1999? The June FOMC and What Comes Next

The U.S.-Iran Ceasefire MOU and Iran's Reconstruction: For Korean Equities This Is Not a 'Reconstruction Play' but a Power-Equipment, Plant and Shipbuilding Re-Rating

Is AI Productivity Real? From 15% Workplace Gains to Macro Diffusion

Midway Through June's Event Cluster: This Was a Rates, Oil, and AI Crowding Stress Test

It Isn't Money Printed, It's Regulation Eased: Regulation-Adjusted Liquidity and Korean Financials

Have Foreign Investors Returned? Korea's KRW 2.7tn Buy Is Still Only a 3.6% Reversal

Why the AI Supercycle Keeps Stretching: Agent Demand, IPO Funding, and the Cheapest Asset Still Standing — Memory and Storage