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Federal Reserve Chairman Warsh: More efforts are needed to combat inflation.
2026-07-14
Federal Reserve Chairman Warsh: More efforts are needed to combat inflation.
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2026-07-14
Huatai Securities says KOSPI's >20% pullback from the June 19 peak through July 10 was not driven by fundamentals; FactSet consensus EPS for 2026E and 2027E were revised up 3.15% and 6.05% over that period. The current pressure stems from high index
Huatai Securities says KOSPI's >20% pullback from the June 19 peak through July 10 was not driven by fundamentals; FactSet consensus EPS for 2026E and 2027E were revised up 3.15% and 6.05% over that period. The current pressure stems from high index concentration and leverage, which raise volatility; marginal tightening in USD liquidity and a tougher Korean regulatory stance on leveraged trading can structurally amplify even small moves. Near-term risks include product redemption pressure and the implementation of regulatory measures. Over the medium-to-long term, KOSPI's direction still depends on industry fundamentals.
2026-07-14
Federal Reserve Chairman Warsh: High inflation shows that communication reform is crucial.
Federal Reserve Chairman Warsh: High inflation shows that communication reform is crucial.
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