dailypro2020

Table of Contents Welcome to the Permanent G2 Conflict The Three Axes of the US-China Economic War The Korea Dilemma: Trapped Between Two Superpowers The Fed Wildcard: Rate Hikes Reset Everything Building a Deglobalization-Proof Portfolio Supply Chain Audit for Every Portfolio Holding My Take: Portfolio Recommendation Welcome to the Permanent G2 Conflict When President Donald Trump met President Xi Jinping in Beijing from May 13-15, 2026, global media hyped a "summit of the century." It was neither. It was a clarifying moment — both sides made clear their single focus: the U.S. wanted more Chinese market access, China wanted the U.S. to stay out of Taiwan. No grand bargain, no strategic reset, no "new era." Just two superpowers drawing brighter lines. The market reaction told the real story. On June 8, 2026, Asia markets crashed in sympathy: Japan's Nikkei 225 fell 3.85% (2,563 points), Taiwan's TAIEX plunged 3.48% (1,568 poin...

The 40-Year Low Rate Era Is Dead: Bloomberg Economists Map a 2.8% Future 2026-06-06 | By DailyPro2025 Analysis Team Table of Contents Eight Structural Drivers of a Higher-Rate World Korea's Rate Path: Two More Hikes This Year Stablecoins: From Crypto Shelter to Global Payment Backbone Machine-to-Machine Payments: Stablecoins as the AI Economy's Settlement Layer Korea's Think Tank Crisis: Zero S-Grades in National Research Evaluation Strategic Implications: Investing in a Higher-Rate World My Take Bloomberg Economics has declared it officially: the 40-year era of low interest rates is over. In their new book "Money Shock," the Bloomberg team presents a detailed scenario where the US 10-year natural real interest rate — the so-called R* or neutral rate that balances saving and investment — bottomed at 1.7% in the mid-2010s, rose to 2.3% by 2022, and will peak at 2.8% by the 2030s. That would be the highest neutral rate since before the 2008 Global F...

Won Crumbles to 17-Year Low Near 1,550 as Foreign Capital Exodus Intensifies 2026-06-06 | By DailyPro2025 Analysis Team Table of Contents Foreign Selling Tsunami: The Primary Engine of Won Weakness The Vicious Cycle: Weaker Won Fuels More Selling Government Intervention Fails: Verbal Warnings Meet Market Indifference Middle East War and the Won's Geopolitical Risk Premium SpaceX IPO: A $132 Billion Drain on Emerging Markets Won Outlook: Navigating the 1,500-1,600 Range My Take The South Korean won fell to its weakest level in 17 years on Friday, with USD/KRW closing at 1,539.1 after rising 9.4 won from the previous session. Intraday, the currency touched 1,549.1 — the highest since March 9, 2009, when the global financial crisis pushed the rate to 1,549.0. At Incheon International Airport, the USD cash buying rate briefly breached 1,600 won, hitting ordinary Koreans who travel or study abroad. The won has now remained above the 1,500 threshold for 14 consecutive tr...