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8 pages

Macro

Oil above $108 and Treasuries near 5%: why a soft CPI may not end the pressure

Reading 43 Posts by Policy Chief Kim Yong-beom: From AI and Semiconductors to Power, Finance and Regional Capacity

What Remains from 2,893 Messages: Two Weeks of Memory Pricing, AI Infrastructure Bottlenecks, and Leveraged Flow

The Rules of the Global Economy Are Changing: Economic Statecraft and the New Investment Regime

2028 Matters More Than the 2027 Boom: Integrated Scenarios for Samsung Electronics & SK Hynix

Inside KOSPI's 9.05% Selloff: AI Hardware Derating and Korea's Leverage Amplifier

The Big Tech Financing Relay: AI Capex Has Not Been Cut, And The Memory Bottleneck Looks Stronger

H1 2026 Review: AI Infrastructure Bottlenecks Broadened, but the Market Did Not