CORNYVERSE

A surprise cooldown in U.S. inflation, combined with Oracle's monumental AI forecast, has sent a wave of optimism across global markets. This positive economic current is lifting South Korea's KOSPI, but rising geopolitical tensions and political uncertainty remain as potential headwinds. This post breaks down both the economic tailwinds and the political crosswinds impacting the KOSPI in a comprehensive 4-step analysis. 📈 Key Takeaways U.S. Inflation Signal: The fall in U.S. Producer Price Index (PPI) has boosted optimism for easing inflation and a potential September Fed rate cut. AI Momentum: Oracle's blockbuster forecast is a strong positive signal for the tech sector, especially Korean semiconductor giants. Political Risks: U.S. pressure for tariffs on China and India and broader uncertainty over U.S. tariff authority are weighing on the global trade outlook. A Balanced View: The KOSPI is currently navigating between strong upward economic drivers and...

The summer heat has faded; a cool September breeze is here. Yet a chill of tension hangs over global markets. September has often been volatile, and this year three powerful waves are rolling toward markets.   Key Takeaways ☑ Three wildcards : geopolitical conflict, major-country political shifts, and rising trade barriers ☑ Core impact : unresolved conflicts can stoke commodity prices, while political uncertainty may weigh on specific industries ☑ What to watch : go beyond headlines—trace how these macro forces link to real company earnings and your portfolio This post breaks the three September market risks into four layers, with a deep dive on what to guard against—and how to prepare. 🌋 Geopolitics in the Fog: Embers of Unfinished Conflicts First up is geopolitical risk. Like a massive whirlpool beneath a calm surface, seemingly quiet confl...