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FOMC

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

US May 2026 CPI Preview: Base Case Is Core +0.26%, Defense Starts Above +0.35%

The Jobs Shock Is the Hard-Data Version of May's Rate Shock: KOSPI Needs to Hold 8,000

After Strong U.S. Jobs, CPI, BOJ and FOMC Matter: Korea Needs a Reaction Function, Not a Forecast