CORNYVERSE

In a pivotal press conference marking his 100th day in office, South Korean President Lee Jae-myung addressed critical issues with significant implications for international investors. The speech, held on September 11, 2025, touched upon simmering diplomatic tensions with the U.S. and outlined key domestic economic policies aimed at reshaping South Korea's investment landscape. For US investors, the conference offered a crucial glimpse into the new administration's priorities and potential market shifts. Key Takeaways International Impact: President Lee issued a stark warning that the recent US immigration raid on a Hyundai plant in Georgia could make Korean firms "hesitant" about future US investments, signaling potential diplomatic and economic friction. Economic Drivers: The administration plans an "aggressive fiscal policy" to stimulate growth and signaled flexibility on a controversial capital gains tax hike for large shareholders, prioritiz...

U.S. markets reached new all-time highs on September 11, 2025, brushing off hotter-than-expected inflation data. Investors are betting that a cooling labor market will be enough to convince the Federal Reserve to cut interest rates. Meanwhile, on the other side of the globe, South Korea announced a bold set of domestic policies aimed at boosting its economic resilience.  Key Takeaways U.S. indices, including the S&P 500 and Dow Jones, closed at record highs despite mixed economic signals. Markets are prioritizing slowing employment data over high inflation, fueling hopes for a Fed policy pivot. Underlying concerns about "stagflation" are present, though market optimism currently leads. South Korea unveiled major economic policies targeting venture investment, regional innovation, and shareholder value. Global Spotlight: A "Bad News is Good News" Market The big story is the U.S. stock market's powerful rally. On September 11, the S&P 500 ros...