2024년 4월 9일-10일 미국주식일지(24.04.1007시 23분경 업로드)

 

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첨부파일 Goldman Sachs – Global Insurance Survey 2024.pdf 파일 다운로드 내 컴퓨터 저장 첨부파일 Goldman Sachs – Global Insurance Survey 2024.pdf 파일 다운로드 내 컴퓨터 저장

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첨부파일 The Day Ahead for Tuesday, April 9, 2024.pdf 파일을 다운로드하여 컴퓨터 저장 첨부파일 The Day Ahead for Tuesday, April 9, 2024.pdf 파일을 다운로드하여 컴퓨터 저장

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첨부 파일 4.9 미국 3월 기대 인플레이션, 전월대비 보합. 10년물 국채 금리는 연초래 최고치 등. pdf 파일 다운로드 내 컴퓨터 저장 첨부 파일 4.9 미국 3월 기대 인플레이션, 전월대비 보합. 10년물 국채 금리는 연초래 최고치 등. pdf 파일 다운로드 내 컴퓨터 저장

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첨부파일 240409 중동+및+국제유가+특별일보.pdf파일 다운로드 안에 컴퓨터 저장 첨부파일 240409 중동+및+국제유가+특별일보.pdf파일 다운로드 안에 컴퓨터 저장

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첨부파일 240409 – 유로존 + 노동시장 + 동향 + 점검. pdf 파일 다운로드 내 컴퓨터 저장 첨부파일 240409 – 유로존 + 노동시장 + 동향 + 점검. pdf 파일 다운로드 내 컴퓨터 저장

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첨부파일 Inside Commodities – Tuesday, April 9, 2024.pdf 파일 다운로드 내 컴퓨터 저장 첨부파일 Inside Commodities – Tuesday, April 9, 2024.pdf 파일 다운로드 내 컴퓨터 저장

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첨부파일 Morning News Call – U.S. – Tuesday, April 9, 2024.pdf 파일 다운로드하여 컴퓨터 저장 첨부파일 Morning News Call – U.S. – Tuesday, April 9, 2024.pdf 파일 다운로드하여 컴퓨터 저장

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$TLRY $DAL $JPM $STZ $AEHR $WFC $WDFC $BLK $C $PGR $APLD $PSMT $CGNT $KMX $FAST $NEOG $SGH $LOVE $RENT $STT $CONN $RELL $RICK $KITT $LAKE $GRR $NTIC $HOFT $KULR $THTX $TLRY $DAL $JPM $STZ $AEHR $WFC $WDFC $BLK $C $PGR $APLD $PSMT $CGNT $KMX $FAST $NEOG $SGH $LOVE $RENT $STT $CONN $RELL $RICK $KITT $LAKE $GRR $NTIC $HOFT $KULR $THTX

 

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This is a review of 1 billion unearned transactions. I share it with the feeling that I should never do it. I have received a lot of congratulations and support by posting certificates in Soura many times. However, in an instant it’s m. ppomppu.co.kr Review of 1 billion unearned transactions. I share it with the feeling that I should never do it. I have received a lot of congratulations and support by posting certificates in Soura many times. But in an instant, it’s m. ppomppu.co.kr

 

This week, bank owner Erning is the key point here on Friday https://world-nuclear-news.org/Articles/Fourth-Korean-APR-1400-begins-commercial-operation This week, bank owner Erning is the key point here on Friday https://world-nuclear-news.org/Articles/Fourth-Korean-APR-1400-begins-commercial-operation

Korea Hydro & Nuclear Power (KHNP) announced that “New Nuclear Power – World Nuclear News” and “Korean APR-1400” began commercial operation on April 8, 2024. The unit is the second of two APR-1400 reactors at the site and two more are planned. … world-nuclear-news.org Korea Hydro & Nuclear Power (KHNP) announced that “New Nuclear-World Nuclear News” and “Korean APR-1400” began commercial operation on April 8, 2024. The unit is the second of two APR-1400 reactors at the site and two more are planned. … world-nuclear-news.org

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This is Mirae Asset Global Investment Co., Ltd. Ltd. is Mirae Asset Global Investment Co., Ltd. (NASDAQ:LCID). Ltd. said Lucid Group, Inc. (NASDAQ: LCID – Free Report) rose 10.2% during the fourth quarter, according to Form 13F, which the company recently submitted to the Securities and Exchange Commission. Institutional investors owned 11,427,263 shareswww.marketbeat.com This is Mirae Asset Global Investment Co., Ltd. Ltd. is Mirae Asset Global Investment Co., Ltd. (NASDAQ:LCID). Ltd. said Lucid Group, Inc. (NASDAQ: LCID – Free Report) rose 10.2% during the fourth quarter, according to Form 13F, which the company recently submitted to the Securities and Exchange Commission. Institutional investors owned 11,427,263 shareswww.marketbeat.com

 

On April 8, the BDI closed at 1594, down 34 points from the previous day. On this day, the bulk market continued to be sluggish overall as the excess of the ship’s stomach was not resolved due to all linearities. The KDCI for Korean-style construction cargo ships was 16,835 as of April 8. The Cape Freight Index (BCI) fell 76 points to 2,198. The Cape market continued to decline as market participants returned after China’s Qingming Festival holiday, but it did not lead to an increase in actual logistics volume. While the Atlantic waters were generally quiet, contract activities were limited. The average daily regular shipping fee for Cape ships announced by the Korea Maritime Promotion Agency is $21,999. The Panamax fare index (BPI) stood at 1667, down 28 points from the previous day. The Panamax market remained weak in both major waters. Atlantic waters were sluggish due to slowing grain exports to South America and stagnating ships. Market conditions in Pacific waters did not improve and downward pressure continued. The average daily regular fare for the Panamax Line is $15,848. The Supramax fare index (BSI) closed at 1,258, down three points from the previous day. In the case of Atlantic waters, the Supramax market increased the inflow of new cargo from South America, but it was not enough to rebound the market. In the Pacific Ocean, where coal distribution in the region had been stagnant, market participants delayed the contract and continued to maintain weak coal. The average daily regular fare for the Supramax Line is $14,398 per day. On April 8, the BDI closed at 1594, down 34 points from the previous day. On this day, the bulk market continued to be sluggish overall as the excess of the ship’s stomach was not resolved due to all linearities. The KDCI for Korean-style construction cargo ships was 16,835 as of April 8. The Cape Freight Index (BCI) fell 76 points to 2,198. The Cape market continued to decline as market participants returned after China’s Qingming Festival holiday, but it did not lead to an increase in actual logistics volume. While the Atlantic waters were generally quiet, contract activities were limited. The average daily regular shipping fee for Cape ships announced by the Korea Maritime Promotion Agency is $21,999. The Panamax fare index (BPI) stood at 1667, down 28 points from the previous day. The Panamax market remained weak in both major waters. Atlantic waters were sluggish due to slowing grain exports to South America and stagnating ships. Market conditions in Pacific waters did not improve and downward pressure continued. The average daily regular fare for the Panamax Line is $15,848. The Supramax fare index (BSI) closed at 1,258, down three points from the previous day. In the case of Atlantic waters, the Supramax market increased the inflow of new cargo from South America, but it was not enough to rebound the market. In the Pacific Ocean, where coal distribution in the region had been stagnant, market participants delayed the contract and continued to maintain weak coal. The average daily regular fare for the Supramax Line is $14,398 per day.

 

(240409) Trade war, technology war, exchange rate war, possible Federal Reserve rate cuts··· The possibility of a June cut has finally fallen below 50 percent. This means that market participants expect the first cut in July rather than the June cut. Of course, it can change as much as you want··· You can refer to it just by looking at the current atmosphere. One more thing… At the end of this year, the possibility of two cuts has finally risen by 50%. Yes..I mean the market is already looking at 2 times, not 3 times. The market, which started with the March cut in January alone at the beginning of the new year and made seven cuts within the year, is now taking a more austerity view than the Federal Reserve’s dot chart in December last year. Today, I’m going to write a short story about China and Japan. First of all, there was a report about Prime Minister Kishida’s speech to the U.S. Congress ahead of the Japan-U.S. summit and its outline. It included support from China and other countries at the opposite end of the line with the United States, and Japan will do its best to support the military stability of the United States. I understand that Japan will play an active role in the U.S. defense line, but I think it’s a big change. Since Japan has aligned itself with the United States, shouldn’t Japan also receive something from the United States? One of them is the stability of the yen.. I’ll think about it. Currently, the exchange rate of the yen has not dropped easily from the level of 151 yen.. Attention will be paid to what kind of change will appear here. By the way, I miss thinking about 2011-12. At that time, after the Great East Japan Earthquake, the super yen appreciated. The yen is the strongest ever, 1995 It exceeds the February yen level. per dollar It was just before I exceeded 70 yen. Even when the Japanese authorities did quantitative easing, they didn’t budge.. They won’t budge even if they buy stocks. On the other hand, in the second half of 2011, Japan said it would go to the G8 to ask for help to control the extreme appreciation of the yen. In fact, it is said that the G8 also announced that it must respond to the strong yen’s bias. But inertia exists. The yen, which has not been able to get out of the bullish trend for a while, has entered the second half of 2012.. Little by little, the yen’s exchange rate will soar due to Prime Minister Abe’s appearance. Yes, it’s the beginning of Abenomics. That’s what the world is all about. It’s not easy to get out of the inertia of the past, it’s trying to move in the existing direction — it’s a powerful force to take the existing logic and the pattern as it is··· The movement to twist the force upside down collides with each other. As the depth of inertia is deep, it does not change easily in a short period of time, but it seems that the effect will occur at a time difference. I believe that the current Japanese authorities’ attempts to control the yen’s depreciation will show the actual effect at a time difference. On the other hand, I am quite worried about China. The word China Shock is spoken through the Wall Street Journal. In the early and mid-2000s… I’ll try to live without MADE IN CHINA.. The Chinese manufacturing industry at that time was so strong that people talked about it. The Chinese manufacturing industry was encroaching on other countries’ manufacturing industries··· China, which made such a huge amount of dollars, moved away from export-oriented growth in the early 2010s and prepared to transform itself into a domestic consumer power. The transition to a consumer power requires stable currencies (the appreciation of the yuan), low interest rates, and the opening of financial markets. After 2013-14 years, China quickly advanced one-on-one, Ojiang-dori, etc.. It seems to have made efforts to establish itself as an axis of global demand. However, we struggled quite a bit in the 2015 U.S. interest rate hike, anxiety in the real estate market, and the extreme exchange rate war caused by quantitative easing between Japan and Europe. And recently, it seems that the growth side of the manufacturing industry is putting more weight on the growth side than on the growth side of real estate or domestic demand. Bank of China loans are heading back to the manufacturing industry rather than the service industry. By the way.. The manufacturing industry is not just making textiles and shoes as it used to be, but is pouring money into the manufacturing industry of high-tech and high-end products. I’m not sure if this will succeed or fail, but I’m not sure… China is spitting out products that it has produced on its own. Then, such advanced overproduction will be supplied overseas. This is called export. The eurozone’s solar industry has been shaken by the low-cost product air raids, and even the electric car line is now shaking. Don’t worry.. It’s temporary.. Because I don’t know much about technology.. It’s very different from China… I can argue with you like this. Yes, that’s right.. However, it is necessary to consider why Treasury Secretary Yellen has just visited China. The contents of the previous paragraph are at the heart of the conversation. If this phenomenon continues in the future, high-tech manufacturers in other countries will not be able to find the answer. The United States surrounded China during the Trump administration in a trade war and under Biden in a technology dispute. Suppression of China’s oversupply.. This is the part that Yellen, the Secretary of the Treasury, argues. What would happen if China turned to manufacturing exports again? A consumer power.. If we focus on domestic demand, we would like the yuan to appreciate. By the way, what if we focus on manufacturing exports?? You will be looking for a certain level of weakness in the yuan. If this happens, another form of exchange war will be depicted. Following the trade war, the technology war··· In the second half of the year, I think the conversation about the exchange rate war will become a lively topic of conversation. I’m monitoring the interest rate on U.S. government bonds for 10 years at the center. The exchange rate between the yen and the yuan should also be regarded as the core. It’s a line of essays. Thank you. (240409) Trade war, technology war, exchange rate war, possible Federal Reserve rate cuts··· The possibility of a June cut has finally fallen below 50 percent. This means that market participants expect the first cut in July rather than the June cut. Of course, it can change as much as you want··· You can refer to it just by looking at the current atmosphere. One more thing… At the end of this year, the possibility of two cuts has finally risen by 50%. Yes..I mean the market is already looking at 2 times, not 3 times. In January of the beginning of the new year alone, the market, which started with the March cut and made seven cuts within the year, is now taking a more austerity view than the Federal Reserve’s dot chart in December last year

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<5 things to know before opening today_4/9 Bloomberg>1) JP Morgan CEO, persistent inflation warning. Jamie Dimon, CEO of AI Innovation Emphasis JP Morgan, reiterated concerns about risks such as persistent inflation, quantitative austerity, and war amid the strong U.S. economy. “The market seems to reflect the possibility of a soft landing, which shows moderate growth with inflation and falling interest rates, at 70-80% in price. In my opinion, the probability is much lower than that,” he said. Considering sustained fiscal spending, a shift to a green economy, geopolitical instability, JPMorgan says it is preparing for “or more” interest rates ranging from 2% to 8%, and Hahe Israel is temporarily withdrawing some troops from southern Gaza. Nevertheless, the overall outlook suggests higher oil prices. Funds are buying crude oil as spreads are strong and volatility is recovering during the contract period. Regarding the armistice negotiations, Israel claimed that progress had been made, including the release of hostages, but Hamas said that no progress had been made. In addition, as Iran is preparing to retaliate against the Israeli air raid on its consulate in Syria, JP Morgan and Fed interest rate cuts were changed to July. JP Morgan economists delayed the Fed’s initial rate cut from June to July as U.S. employment indicators were strong in March. “The easing of wage inflation along with a strong increase in jobs is evidence of improved supply in the labor market,” said Michael Fellowly, senior economist. The improvement on the favorable supply side is consistent with Powell’s positive view, but the fact that there are no signs of any cracks in demand reduces the urgency of policy easing, he explained. However, the government is sticking to its forecast for three cuts this year. TSMC and the U.S. government, which secured $11.6 billion in subsidies and loans from the U.S., have decided to provide $6.6 billion in subsidies and up to $5 billion in loan support to TSMC for the construction of its Arizona plant under the Chips Act. According to the preliminary agreement, TSMC plans to invest more than $65 billion in Phoenix, including completion of a third plant by 2030 in addition to two plants that will start production in 2025 and 2028. TSMC’s third fab will introduce next-generation 2 nanometer process technology, and U.S. Commerce Secretary Gina Lamond stressed that 2nm chips are essential for new technologies including artificial intelligence (AI) as well as military use. Lamond said in a press briefing ahead of the announcement, “For the first time ever, we will produce the most advanced semiconductor chips on a large scale here in the U.S. with U.S. workers.” 5) China Construction Bank, director of real estate developer Smao Aoyama, filed a complaint with the court. This is a clear example of China’s state-owned bank trying to recover loans from cash-strapped real estate companies. While opposing the liquidation, Smao said it will continue to make efforts to restructure its external debt to maximize shareholder value. Morningstar’s Jeff Zhang diagnosed that creditors may try to use liquidation petition as leverage to pressure real estate developers to restructure (Source: Bloomberg News) <5 things to know before opening today_4/9 Bloomberg>1) JP Morgan CEO, persistent inflation warning. Jamie Dimon, CEO of AI Innovation Emphasis JP Morgan, reiterated concerns about risks such as persistent inflation, quantitative austerity, and war amid the strong U.S. economy. “The market seems to reflect the possibility of a soft landing, which shows moderate growth with inflation and falling interest rates, at 70-80% in price. In my opinion, the probability is much lower than that,” he said. Considering sustained fiscal spending, a shift to a green economy, geopolitical instability, JPMorgan says it is preparing for “or more” interest rates ranging from 2% to 8%, and Hahe Israel is temporarily withdrawing some troops from southern Gaza. Nevertheless, the overall outlook suggests higher oil prices. Funds are buying crude oil as spreads are strong and volatility is recovering during the contract period. Regarding the armistice negotiations, Israel claimed that progress had been made, including the release of hostages, but Hamas said that no progress had been made. In addition, as Iran is preparing to retaliate against the Israeli air raid on its consulate in Syria, JP Morgan and Fed interest rate cuts were changed to July. JP Morgan economists delayed the Fed’s initial rate cut from June to July as U.S. employment indicators were strong in March. “The easing of wage inflation along with a strong increase in jobs is evidence of improved supply in the labor market,” said Michael Fellowly, senior economist. The improvement on the favorable supply side is consistent with Powell’s positive view, but the fact that there are no signs of any cracks in demand reduces the urgency of policy easing, he explained. However, the government is sticking to its forecast for three cuts this year. TSMC and the U.S. government, which secured $11.6 billion in subsidies and loans from the U.S., have decided to provide $6.6 billion in subsidies and up to $5 billion in loan support to TSMC for the construction of its Arizona plant under the Chips Act. According to the preliminary agreement, TSMC plans to invest more than $65 billion in Phoenix, including completion of a third plant by 2030 in addition to two plants that will start production in 2025 and 2028. TSMC’s third fab will introduce next-generation 2 nanometer process technology, and U.S. Commerce Secretary Gina Lamond stressed that 2nm chips are essential for new technologies including artificial intelligence (AI) as well as military use. Lamond said in a press briefing ahead of the announcement, “For the first time ever, we will produce the most advanced semiconductor chips on a large scale here in the U.S. with U.S. workers.” 5) China Construction Bank, director of real estate developer Smao Aoyama, filed a complaint with the court. This is a clear example of China’s state-owned bank trying to recover loans from cash-strapped real estate companies. While opposing the liquidation, Smao said it will continue to make efforts to restructure its external debt to maximize shareholder value. M

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Hanwha Investment & Securities Kim Sung-soo – Bond Market Information Sharing [email protected] Hanwha Investment & Securities Kim Sung-soo – Bond Market Information Sharing [email protected]

President of the Federal Reserve Bank of Chicago, Austin Goolsbee (Dove faction, no voting rights) 1. The employment index was quite strong 2. If interest rates remain high, unemployment will eventually rise 3. The U.S. economy is in a normal boom time.Neel Kashkari, president of the Federal Reserve Bank of Minneapolis (Takaism, No Voting Rights) 1. Although the U.S. job market is not very strong (redhot), it is true that it is still tight 2. Although his basic scenario is gentle, it is Japanese. The same goes for consumer spending 2. Prices tend to go down to the right within the forecast range 3. A relaxed financial environment will be maintained for the time being, President of the Federal Reserve Bank of Chicago, Austin Goolsbee (Dove faction, no voting rights) 1. The employment index was quite strong 2. If interest rates remain high, unemployment will eventually rise 3. The U.S. economy is in a normal boom time.Neel Kashkari, president of the Federal Reserve Bank of Minneapolis (Takaism, No Voting Rights) 1. Although the U.S. job market is not very strong (redhot), it is true that it is still tight 2. Although his basic scenario is gentle, it is Japanese. The same goes for consumer spending 2. Prices tend to go down to the right within the forecast range 3. Maintaining a relaxed financial environment for the time being

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Hanwha Global S&T Lee Hyo-min Chart Chart Charts t.me Hanwha Global S&T Lee Hyo-min Chart Chart Chart Charts t.me

 

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[Hana Global ETF] I am Park Seung-jin, a global ETF analyst at Hana Securities Research Center. I would like to share various topics related to domestic and foreign financial markets. t.me [ハナGlobal ETF] I am Park Seung-jin, a global ETF analyst at Hana Securities Research Center. I would like to share various topics related to domestic and foreign financial markets. t.me

 

» Meta and Tesla EPS estimates and stock price flows ≫ Tesla’s stock price rose +4.9% the day before, reflecting expectations related to Robotaxis mentioned after last Friday’s close ≫ 승 https://n.news.naver.com/article/001/0014619274?sid=104 and » after last Friday’s close. 9% increase mask “An AI that surpasses humans may come out next year…Humanity will go to Mars within 7 years” – Norwegian fund CEO interview… “Send people to Starship Mars within 5 years” – “Robotaxis released on August 8” on the 5th… 주가 4.9% 승승 https://n.news.naver.com/article/001/0014619274?sid=104

» Changes in gold holdings and spot gold prices held by the gold-related ETF ≫ The accompanying nature seems to have collapsed around the time of the outbreak of the Russian War in 2022. Investment funds are flowing into central banks such as China, Russia, and Poland ≫ President Biden is trying to write off additional student loans ahead of the presidential election. However, the possibility that all policies announced before the presidential election will be implemented is limited. There is room for an unconstitutional Republican lawsuit, cancellation of large-scale student loans ahead of the presidential election… “benefit for the economy” – accumulated 30 million benefits from interest exemptions, debt forgiveness paid back over 20 years – beneficiaries concentrated on young people and people of color https://n.news.naver.com/article/001/0014619211?sid=104 ≫ The news of the withdrawal of Israeli ground forces in the southern Gaza Strip raised expectations of a truce, but caution is forming again. Oil prices continue to affect Israel, will it end up attacking Rafa…Netanyahu “set a date” https://n.news.naver.com/article/016/0002292341?sid=104 » Changes in gold holdings and spot gold prices held by the gold-related ETF ≫ The accompanying nature seems to have collapsed around the time of the outbreak of the Russian War in 2022. Investment funds are flowing into central banks such as China, Russia, and Poland ≫ President Biden is trying to write off additional student loans ahead of the presidential election. However, the possibility that all policies announced before the presidential election will be implemented is limited. There is room for an unconstitutional Republican lawsuit, cancellation of large-scale student loans ahead of the presidential election… “benefit for the economy” – accumulated 30 million benefits from interest exemptions, debt forgiveness paid back over 20 years – beneficiaries concentrated on young people and people of color https://n.news.naver.com/article/001/0014619211?sid=104 ≫ The news of the withdrawal of Israeli ground forces in the southern Gaza Strip raised expectations of a truce, but caution is forming again. Oil prices continue to affect Israel, will it end up attacking Rafa…Netanyahu “set a date” https://n.news.naver.com/article/016/0002292341?sid=104

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On April 9, 2024, the performance outlook of domestic companies is being raised this year, focusing on MacroDaily 3 Joule Summary (1) Semiconductor. (2)Interest and energy stocks rose tonight ahead of the U.S. CPI announcement in March. (3)Germany’s Ministry of National Defense plans to purchase seven billion euros in weapons. U.S. 10-2 year long-term short-term interest rate difference -0.371%p (-0.022%p) Korean customer deposits KRW 54.4 trillion – KRW 2.0 trillion K200 night futures fluctuation rate +0.37% (as of 5 a.m.) 1 month NDF exchange rate KRW 1,352.22 (-1.03) On April 9, 2024, the performance outlook of domestic companies is being raised this year, focusing on MacroDaily 3 Joule Summary (1) Semiconductor. (2)Interest and energy stocks rose tonight ahead of the U.S. CPI announcement in March. (3)Germany’s Ministry of National Defense plans to purchase seven billion euros in weapons. U.S. 10-2 year long-term short-term interest rate difference -0.371%p (-0.022%p) Korean customer deposits KRW 54.4 trillion – KRW 2.0 trillion K200 night futures fluctuation rate +0.37% (as of 5 a.m.) 1 month NDF exchange rate KRW 1,352.22 (-1.03)

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I watched an interview with a coin-based founder. The answer to the question of why I wanted to open a coin exchange was impressive. Prior to his founding, he was the developer of a large company (Airbnb). Airbnb has one platform, but there are hundreds of different kinds of money around the world. The U.S. was dollars, Japan was yen, Europe was euros, Korea was won, and there were hundreds of banks. Airbnb is one, but there are hundreds of banks connected to it. Just processing so many kinds of money is so inefficient. Bitcoin is the concept that came into contact with the moment you were thinking about something. You can pay for each other’s wallets and receive them without a bank. It will take some time for him, but… he thought, “I think I can do this.” As such, he went to work at a large company (Airbnb) and went home, and visited all bitcoin-related meet-ups on weekends. There are a lot of people I don’t know, but I’m just curious. I went home from work with people I met there and made a prototype coin wallet on the weekend. And on top of that, they added one function and became the current exchange. Viewers will see. When an opportunity comes, the viewer acts knowing it is an opportunity. Just like him who thought, “I think I can do this,” he said he would visit strangers and make coin wallets. It was more than 10 years ago, but if you think about it carefully··· If you endure it a little bit, you’ll be listed on Airbnb I think I made enough money. Was it necessary to go that far? I could have lived a good enough life and a moderately satisfying life. I’m going to throw away all those things. Do you suddenly open a coin exchange? What if it were me? If you wait a few years, it will be listed and it will be a little stable. You didn’t want to try then, did you? If you look at people’s lives, he’s like that… If you think about it, you don’t have anything to learn. I thought that many opportunities might have already passed without realizing it. The opportunity may still be floating around. I can’t see the opportunity well. I can see it dimly. I think it’s an opportunity to catch them, and it seems like it’s an ability in itself. Is it possibly courage? It’s like that way of life. That’s what I felt. It’s a great interview. #비즈카페https://www.facebook.com/share/w8VukK4k4D2dQ1nn/ ?mibextid=xfxF2i I saw an interview with a coin-based founder. The answer to the question of why I wanted to open a coin exchange was impressive. Prior to his founding, he was the developer of a large company (Airbnb). Airbnb has one platform, but there are hundreds of different kinds of money around the world. The U.S. was dollars, Japan was yen, Europe was euros, Korea was won, and there were hundreds of banks. Airbnb is one, but there are hundreds of banks connected to it. Just processing so many kinds of money is so inefficient. Bitcoin is the concept that came into contact with the moment you were thinking about something. You can pay for each other’s wallets and receive them without a bank. It will take some time for him, but… he thought, “I think I can do this.” As such, he went to work at a large company (Airbnb) and went home, and visited all bitcoin-related meet-ups on weekends. There are a lot of people I don’t know, but I’m just curious. I went home from work with people I met there and made a prototype coin wallet on the weekend. And on top of that, they added one function and became the current exchange. Viewers will see. When an opportunity comes, the viewer acts knowing it is an opportunity. Just like him who thought, “I think I can do this,” he said he would visit strangers and make coin wallets. It was more than 10 years ago, but if you think about it carefully··· If you endure it a little bit, you’ll be listed on Airbnb I think I made enough money. Was it necessary to go that far? I could have lived a good enough life and a moderately satisfying life. I’m going to throw away all those things. Do you suddenly open a coin exchange? What if it were me? If you wait a few years, it will be listed and it will be a little stable. You didn’t want to try then, did you? If you look at people’s lives, he’s like that… If you think about it, you don’t have anything to learn. I thought that many opportunities might have already passed without realizing it. The opportunity may still be floating around. I can’t see the opportunity well. I can see it dimly. I think it’s an opportunity to catch them, and it seems like it’s an ability in itself. Is it possibly courage? It’s like that way of life. That’s what I felt. It’s a great interview. #비즈카페https://www.facebook.com/share/w8VukK4k4D2dQ1nn/?mibextid=xfxF2i

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Welcome to the Macro jungle, Macro jungle for Tarzan Jane. 1. global Create macro investment ideas and scenarios. 2. I try to find facts that I can’t see beyond the surface. I’ve always done that, and I’m going to do that in the future. 3. I will make it clear that everything is just my idea and not my intention to recommend a sale. 4. This information cannot be used as proof of the investor’s decision-making and the legal liability associated with the outcome of the investment. Contact: @Globalmacrostrategistt.me Macro jungle for Tarzan Jane, welcome to the macro jungle. 1. global Create macro investment ideas and scenarios. 2. I try to find facts that I can’t see beyond the surface. I’ve always done that, and I’m going to do that in the future. 3. I will make it clear that everything is just my idea and not my intention to recommend a sale. 4. This information cannot be used as proof of the investor’s decision-making and the legal liability associated with the outcome of the investment. Contact: @Globalmacrostrategistt.me

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Jamie Dimon warns US could face surge in interest rates JPMorgan Chase chief questioned ‘soft landing’ talk, but says his bank is ready regardless of what.www.wsj.com Jamie Dimon warns US could face surge in interest rates JPMorgan Chase chief questioned ‘soft landing’ talk, but says his bank is ready regardless of what.www.wsj.com

 

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Gonzo Investor’s Personal Archive: Diary It’s a very personal archive channel for personal investment materials. I would appreciate it if you could read the fixed message. Start the investment slogan! Please buy it with your will! Sell well! Keep your investment steady! I’m just a person who only does the brain facial. https://blog.naver.com/twozaga 블로t.me그t.me Gonzo Investor’s Personal Archive: Diary It’s a very personal archive channel for personal investment materials. I would appreciate it if you could read the fixed message. Start the investment slogan! Please buy it with your will! Sell well! Keep your investment steady! I’m just a person who only does the brain facial. https://blog.naver.com/twozaga 블로그t.me

 

 

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Lattice Research We will try to convey our own insights. This is Lattice Research, which aims to conduct research using Charlie Manger’s grid-frame recognition model. The post on this channel is a simple opinion and does not mean investment solicitation such as acquisition or sale. The content of the post cannot be used as a legal basis in any case, and there may be errors or missing information in the content. Please note that you may have the mentioned stock and can sell it at any time. t.me Lattice Research We will try to deliver our own insights. This is Lattice Research, which aims to conduct research using Charlie Manger’s grid-frame recognition model. The post on this channel is a simple opinion and does not mean investment solicitation such as acquisition or sale. The content of the post cannot be used as a legal basis in any case, and there may be errors or missing information in the content. You may have the mentioned stock and can sell it at any time, so please refer to it. t.me

 

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US>You can view and join the macro trader @MacroAllocation. You can view and join the away.t.me macro trader @MacroAllocation. away.t.me

 

KR Market Flow • Top net buying by foreign investors: Samsung Electronics, Hyundai Motor, Celltrion, POSCO Holdings, HD Hyundai Electric, and institutional investors: Celltrion, Kia, POSCO Holdings, Korea Electric Cable and POSCO Future M Bloomberg. KR Market Flow • Top net buying by foreign investors: Samsung Electronics, Hyundai Motor, Celltrion, POSCO Holdings, HD Hyundai Electric, and institutional investors: Celltrion, Kia, POSCO Holdings, Korea Electric Cable and POSCO Future M Bloomberg.

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STANDARD CAPITAL and PARTNERS Economic News Collection A – Electrical Utility | ELECTRIC POWER EQUIPMENT | energy | AIB – Transportation (air, sea, land) | Travel | Energy + elset.me STANDARD CAPITAL and PARTNERS Economic News Collection A – Electrical Utility | ELECTRIC POWER EQUIPMENT | energy | AIB – Transportation (air, sea, land) | Travel | Energy + elset.me

클라우드가 저렴해 집AI다 As AI Demand Quickens Alibaba Group Holding Ltd. seeks to reduce cloud customers’ prices from the U.S. to Singapore by 59%, Alibaba will devalue cloud prices globally. Reflects deep domestic discounts as once highly-flying divisions struggle to dodge rivals and revive growth…https://www.bloomberg.com/news/articles/2024-04-08/alibaba-slashes-cloud-prices-globally-as-ai-demand-quickens 보실 실 것미국 상업용 부동산 서비스 회사인 CBRE는 지난 1월 발표된 설문 조사에서 데이터 센터가 아시아 태평양 지역 REIT의 선호되는 대체 자산이며 이 부문에 관심이 있는 투자자의 비율이 작년 29%에서 올해 33%로 증가했다고 밝혔습니다. 2024。 이 설문조사는 부동산 펀드부터 부동산 개발업체, REIT에 이르기까지 다양한 투자자 유형에 걸쳐 11월과 12월에 아시아 태평양 지역 투자자 510명 이상을 대상으로 설문조사를 실시했습니다. 싱가포르의 REIT는 그러한 관심을 보였으며, 지난 1년 동안 최소 3개의 REIT가 데이터 센터에 대한 지분을 늘리기 위해 움직였으며, 분석가들은 아시아의 다른 부동산 투자자들도 비슷한 움직임을 보일 것으로 예상하고 있습니다.https://asia.nikkei.com/Spotlight/Market-Spotlight/Singapore-REITs-snap-up-Japan-data-centers-amid-AI-boom 클라우드가 저렴해집니다 집AIAli Alibaba degrades cloud prices globally as AI Demand Quickens Alibaba Group Holding Ltd seeks to reduce cloud customers’ prices from the U.S. to Singapore by as much as 59%. Reflects deep domestic discounts as once highly-flying divisions struggle to dodge rivals and revive growth…https://www.bloomberg.com/news/articles/2024-04-08/alibaba-slashes-cloud-prices-globally-as-ai-demand-quickens 보실 실 것미국 상업용 부동산 서비스 회사인 CBRE는 지난 1월 발표된 설문 조사에서 데이터 센터가 아시아 태평양 지역 REIT의 선호되는 대체 자산이며 이 부문에 관심이 있는 투자자의 비율이 작년 29%에서 올해 33%로 증가했다고 밝혔습니다. 2024。 이 설문조사는 부동산 펀드부터 부동산 개발업체, REIT에 이르기까지 다양한 투자자 유형에 걸쳐 11월과 12월에 아시아 태평양 지역 투자자 510명 이상을 대상으로 설문조사를 실시했습니다. 싱가포르의 REIT는 그러한 관심을 보였으며, 지난 1년 동안 최소 3개의 REIT가 데이터 센터에 대한 지분을 늘리기 위해 움직였으며, 분석가들은 아시아의 다른 부동산 투자자들도 비슷한 움직임을 보일 것으로 예상하고 있습니다.https://asia.nikkei.com/Spotlight/Market-Spotlight/Singapore-REITs-snap-up-Japan-data-centers-amid-AI-boom

I don’t know if nuclear power plants are eco-friendly energy, but considering the cost of waste disposal and potential accident risks, I don’t know if it should be considered as morning, but if you look at this chart, it will have a definite effect. The basis is that it can significantly reduce the use of herbicides and insecticides, which are “safe” than GMOs, and there is no better alternative for sustainability, but how different it is from GMOs is still a controversial area. One of the grounds is the sufficient income of farmers, so I think it may be a shock that the front of the European Union building has become a sea of feces. https://www.euractiv.com/section/agriculture-food/news/belgiums-health-authority-endorses-new-gene-editing-rules-clashing-with-french-opinion/ I don’t know if nuclear power plants are eco-friendly energy, but considering the cost of waste disposal and potential accident risks, I don’t know if it should be considered as morning, but if you look at this chart, it will have a definite effect. The basis is that it can significantly reduce the use of herbicides and insecticides, which are “safe” than GMOs, and there is no better alternative for sustainability, but how different it is from GMOs is still a controversial area. One of the grounds is the sufficient income of farmers, so I think it may be a shock that the front of the European Union building has become a sea of feces. https://www.euractiv.com/section/agriculture-food/news/belgiums-health-authority-endorses-new-gene-editing-rules-clashing-with-french-opinion/

Airbnb, a reservation war eclipse observation zone in the U.S., is a full-booking https://www.axios.com/2024/04/05/airbnb-bookings-eclipse-april-8-mapJPM The CEO’s letter of 8% appears only once Therefore, we are prepared for a very broadcast range of interest rates, from 2% to 8% or even more… up to 2% to 8% in all cases. Rather than a single point of 8%, you should focus on optimism about the possibility of an excessive soft landing in the market and the resulting concerns (especially in terms of too narrow a credit spread). https://reports.jpmorganchase.com/investor-relations/2023/ar-ceo-letters.htm AirB&B, a reservation war eclipse observation zone in the U.S., is fullbooking. https://www.axios.com/2024/04/05/airbnb-bookings-eclipse-april-8-mapJPM In the annual letter, the expression 8% appears only once in the CEO’s letter Therefore, we are prepared for a very broadcast range of interest rates, from 2% to 8% or even more… up to 2% to 8% in all cases. Rather than a single point of 8%, you should focus on optimism about the possibility of an excessive soft landing in the market and the resulting concerns (especially in terms of too narrow a credit spread). https://reports.jpmorganchase.com/investor-relations/2023/ar-ceo-letters.htm

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Correct U.S. stock Naver Premium Content: https://naver.me/x9cMKubA Posts on the channel are for simple opinions and recording purposes and do not mean investment solicitation such as purchase/sale. The contents of the post can be inaccurate, and the transaction party is responsible for the loss caused by the sale. The contents of the post cannot be used as a legal basis in any case. t.me Correct U.S. stock Naver Premium Content: https://naver.me/x9cMKubA Posts on the channel are for simple opinions and recording purposes and do not mean investment solicitation such as purchase/sale. The contents of the post can be inaccurate, and the transaction party is responsible for the loss caused by the sale. The content of the notice may not be used as a legal basis in any case. t.me

 

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Harvey’s Macro Story macro and international politics/stock/bonds/foreign exchange. t.me Harvey’s Macro Story Macro and International Politics/Stocks/Bonds/Foreign Exchange t.me

 

Expectations for a six-time cut have now fallen to two. *I don’t recommend buying or selling. Expectations for a six-time cut have now fallen to two. *I don’t recommend buying or selling.

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Jeong Jong-hyun’s Insight Entrepreneur, Investor, Contralian t.me Jeong Jong-hyun’s Insight Entrepreneur, Investor, Contralian t.me

 

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I would like to share meaningful content on the IH Research channel. The channel does not recommend trading and can buy and sell related stocks at any time. It makes clear that investors are responsible for investing in the information provided on the channel. t.me I would like to share meaningful content on the IH Research channel. The channel does not recommend trading and can buy and sell related stocks at any time. Investment responsibility for the information provided on the channel is revealed to investors. t.me

The U.S. plans to grant $6.6 billion in subsidies and up to $5 billion in loans to Taiwanese semiconductor manufacturers to help the world’s top chipmakers build factories in Arizona. www.bloomberg.com/news/articles/2024-04-08/tsmc-gets-11-6-billion-in-us-grants-loans-for-three-chip-fabs The U.S. plans to grant $6.6 billion in subsidies and up to $5 billion in loans to Taiwanese semiconductor manufacturers to help the world’s top chipmakers build factories in Arizona. www.bloomberg.com/news/articles/2024-04-08/tsmc-gets-11-6-billion-in-us-grants-loans-for-three-chip-fabs

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CAUTION — ex-hedge fund manager — core events that change the world — notebook that studies core companies and writes subjective thoughts and investment directions — t.me CAUTION — ex-hedge fund manager — core events that change the world — notebook that studies core companies and writes subjective thoughts and investment directions — t.me

* Samsung Electro-Mechanics Co., Ltd.’s sole supply of high-performance boards for ARM-based AIPC* Although no known client company has developed a chip for AIPC that can perform 45 operations per second. #Samsung Electro-Mechanics https://m.etnews.com/20240408000330?obj=Tzo4OiJzdGRDbGFzcyI6Mjp7czo3OiJyZWZlcmVyIjtOO3M6NzoiZm9yd2FyZCI7czoxMzoid2ViIHRvIG1vYmlsZSI7fQ%3D%3D* Netanyahu announces a date for attack on Rafa (where 1.4 million Palestinian refugees are evacuated), Still foggy Netanyahu* Egypt reports progress in truce talks, AI/htttttttt/www.aljazeera.com/news/liveblog/2024/4/8/israels-war-on-gaza-live-palestinians-return-to-destroyed-khan-younis* in the supply of * Samsung Electro-Mechanics Co., Ltd.’s sole supply of high-performance boards for ARM-based AIPC* Although no known client company has developed a chip for AIPC that can perform 45 operations per second. #Samsung Electro-Mechanics https://m.etnews.com/20240408000330?obj=Tzo4OiJzdGRDbGFzcyI6Mjp7czo3OiJyZWZlcmVyIjtOO3M6NzoiZm9yd2FyZCI7czoxMzoid2ViIHRvIG1vYmlsZSI7fQ%3D%3D* Netanyahu announces a date for attack on Rafa (where 1.4 million Palestinian refugees are evacuated), Still foggy Netanyahu* Egypt reports progress in truce talks, AI/htttttttt/www.aljazeera.com/news/liveblog/2024/4/8/israels-war-on-gaza-live-palestinians-return-to-destroyed-khan-younis* in the supply of

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The AI momentum for Cantor, NVIDIA, the new Top Pick and the $1200 target stock remains strong and will continue to rise solidly once again. As AI applications and adoption grow, NVIDIA will benefit from the launch of Blackwell products in the fourth quarter of 2024, which will accelerate revenue acceleration by 2025 and support EPS tracking up to $30-35. Currently trading at 29 times the lowest price in this range, NVIDIA is a key helper to all AIs and offers attractive value to them. It is expected that it will remain a solid top pick and that its performance will serve as a catalyst for the continued upward trend. TSMC will receive up to $6.6 billion in direct subsidies from the U.S. to build its third U.S. wafer plant in Arizona, and TSMC has signed a non-binding preliminary memorandum of understanding with the U.S. Department of Commerce, according to an official statement on the 8th. TSMC plans to build the third U.S. wafer fab in Phoenix, Arizona, and the U.S. government will provide up to $6.6 billion in direct financial subsidies to TSMC’s three fabs under the Chip Act. In addition to direct subsidies, the U.S. government plans to provide about $5 billion (currently 36.2 billion yuan) in loans to TSMC wafer fab construction under preliminary agreement. TSMC is also preparing to apply to the U.S. Treasury for an investment tax credit equivalent to 25% of its certified capital expenditure. TSMC has promised to build a third wafer factory by the end of this year to build a state-of-the-art semiconductor cluster in Arizona. TSMC’s total investment in the U.S. exceeds $65 billion (about 470.6 billion yuan now), which can create 6,000 direct and tens of thousands of indirect jobs in Arizona within a decade, as well as a total of more than 20,000 related construction. Industrial employment. The United States also plans to use $50 million in “chip law” funds to train and develop local construction and semiconductor industry personnel. TSMC announced that the first wafer fab in the U.S. is aiming to mass-produce 4nm FinFET production capacity in the first half of 2025, and the second wafer fab in the U.S. will introduce an additional 2nm GAA process to the 3nm process. The three wafer fabs will provide advanced processes of more than 2nm at the request of users. https://www.ithome.com/0/760/611.htm Cantor, NVIDIA, New Top Pick, AI Momentum at $1200 target stock remains strong and will continue another solid rise. As AI applications and adoption grow, NVIDIA will benefit from the launch of Blackwell products in the fourth quarter of 2024, which will accelerate revenue acceleration by 2025 and support EPS tracking up to $30-35. Currently trading at 29 times the lowest price in this range, NVIDIA is a key helper to all AIs and offers attractive value to them. It is expected that it will remain a solid top pick and that its performance will serve as a catalyst for the continued upward trend. TSMC will receive up to $6.6 billion in direct subsidies from the U.S. to build its third U.S. wafer plant in Arizona, and TSMC has signed a non-binding preliminary memorandum of understanding with the U.S. Department of Commerce, according to an official statement on the 8th. TSMC plans to build the third U.S. wafer fab in Phoenix, Arizona, and the U.S. government will provide up to $6.6 billion in direct financial subsidies to TSMC’s three fabs under the Chip Act. In addition to direct subsidies, the U.S. government plans to provide about $5 billion (currently 36.2 billion yuan) in loans to TSMC wafer fab construction under preliminary agreement. TSMC is also preparing to apply to the U.S. Treasury for an investment tax credit equivalent to 25% of its certified capital expenditure. TSMC has promised to build a third wafer factory by the end of this year to build a state-of-the-art semiconductor cluster in Arizona. TSMC’s total investment in the U.S. exceeds $65 billion (about 470.6 billion yuan now), which can create 6,000 direct and tens of thousands of indirect jobs in Arizona within a decade, as well as a total of more than 20,000 related construction. Industrial employment. The United States also plans to use $50 million in “chip law” funds to train and develop local construction and semiconductor industry personnel. TSMC announced that the first wafer fab in the U.S. is aiming to mass-produce 4nm FinFET production capacity in the first half of 2025, and the second wafer fab in the U.S. will introduce an additional 2nm GAA process to the 3nm process. The three wafer fabs will provide advanced processes of more than 2nm at the request of users. https://www.ithome.com/0/760/611.htm

 

 

Western Digital issued a price adjustment letter, and Western Digital, a storage giant that experienced a shortage of both HDDs and SSD drives, officially confirmed on the 8th that demand for large-capacity hard disks by major customers has increased due to the AI craze. There is a shortage of SSD supplies. Western Digital, which officially wrote to customers that Western Digital adjusted the price of NAND flash memory and hard disk products, said demand for both flash memory and hard drive products exceeded expectations and lacked supply. These challenges facing the electronics supply chain further impact product availability. We will continue to adjust the price of flash memory and hard drive products this quarter, and some changes will take effect immediately. Western Digital has acknowledged that it will adjust product prices more frequently in the future as the market changes. In addition, due to the company’s limited ability to handle unplanned demand and orders, advance notification is required for order changes. We also anticipate that unplanned demand may lead to longer lead times. https://www.ithome.com/0/760/791.htmMicrosoft It has been revealed that Microsoft, which strengthens its business to increase AI demand for the largest investment in Japan, will strengthen its Japanese business to increase demand for AI generated. It is expected to be the largest investment in Japan, with plans to increase the number of data centers essential for generating AI and establish new research bases. Officials say Microsoft has decided to strengthen its infrastructure and train engineers to expand demand for AI generation in Japan. Over the next two years, the company plans to increase its facilities in Tokyo and Osaka and introduce cutting-edge GPUs and semiconductors for AI, the largest investment in Japan by the company. In addition, we will establish a new research base in Tokyo and work to solve social problems such as improving productivity and responding to aging through research in AI and robotics. In addition, we will provide 3 million people over the next three years through training programs for so-called “learning” and AI developers, including non-regular employees and women. In addition, Japan is coordinating efforts to strengthen cooperation with the Japanese government by sharing information on cyberattacks and by taking security measures. Production AI Domestic Demand Growth Prospects U.S. IT giants are strengthening their businesses, with U.S. IT giants investing in data centers one after another in anticipation of increased demand for Production AI in Japan. Among them, AWS=Amazon Web Services in the U.S., the world’s largest cloud service company, plans to invest $14.9 billion in Japanese business and 2.2 trillion yen in Japanese yen over the five years until 2027. There is a way to strengthen the business of generating AI by focusing on building and augmenting data centers. Google has also already opened a data center in Chiba Prefecture. Japanese companies have also started offering their own generated AI developed by NTT and NEC to domestic companies this year. Compared to AI generated by a major U.S. IT company, the service has been rapidly developed by placing importance on Japanese processing power and making AI specialized in specific fields. According to the JEITA= Electronic Information Technology Industry Association, demand for AI-related services in Japan is expected to rise about 15 times from last year to 1.77 trillion yen by 2030. https://www3.nhk.or.jp/news/html/20240409/k10014416831000.htmlMicrosoft, Microsoft, which invests 440 billion yen in AI data centers in Japan, will expand its data centers in Japan. It will invest 2.9 billion dollars (about 440 billion yen) over two years and introduce the latest artificial intelligence (AI) semiconductors. The Japanese government is also establishing a system to manage personal data and confidential information in Korea as the use of generated AI begins. Microsoft will announce the visit to the U.S. by Prime Minister Fumio Kishida. https://www.nikkei.com/article/DGXZQOGN060CF0W4A400C2000000/ Western Digital, the largest ever invested in Japan, issued a price adjustment letter, and Western Digital, a storage giant that experienced a shortage of both HDDs and SSD drives, officially confirmed on the 8th that demand for large-capacity hard disks by major customers has increased due to the AI craze. There is a shortage of SSD supplies. Western Digital, which officially wrote to customers that Western Digital adjusted the price of NAND flash memory and hard disk products, said demand for both flash memory and hard drive products exceeded expectations and lacked supply. These challenges facing the electronics supply chain further impact product availability. We will continue to adjust the price of flash memory and hard drive products this quarter, and some changes will take effect immediately. Western Digital has acknowledged that it will adjust product prices more frequently in the future as the market changes. In addition, due to the company’s limited ability to handle unplanned demand and orders, advance notification is required for order changes. We also anticipate that unplanned demand may lead to longer lead times. https://www.ithome.com/0/760/791.htmMicrosoft It has been revealed that Microsoft, which strengthens its business to increase AI demand for the largest investment in Japan, will strengthen its Japanese business to increase demand for AI generated. It is expected to be the largest investment in Japan, with plans to increase the number of data centers essential for generating AI and establish new research bases. Officials say Microsoft has decided to strengthen its infrastructure and train engineers to expand demand for AI generation in Japan. Over the next two years, the company plans to increase its facilities in Tokyo and Osaka and introduce cutting-edge GPUs and semiconductors for AI, the largest investment in Japan by the company. In addition, we will establish a new research base in Tokyo and work to solve social problems such as improving productivity and responding to aging through research in AI and robotics. In addition, we will provide 3 million people over the next three years through training programs for so-called “learning” and AI developers, including non-regular employees and women. In addition, Japan is coordinating efforts to strengthen cooperation with the Japanese government by sharing information on cyberattacks and by taking security measures. Production AI Domestic Demand Growth Prospects US IT giants move to strengthen their businesses In Japan, US IT giants invest in data centers one after another to strengthen their businesses

economic impact of a total solar eclipse economic impact of a total solar eclipse

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BK Tech Insight – Hello, I’m BK, and I’m in charge of Global Tech at Barbarian Research. Tech companies continue to gain importance in investing in stocks. We will focus on the context of tech news that can be applied both at home and abroad. The longer analysis is provided by Naver Premium Content. It’s not enough, but I’ll try to do a good analysis. Note: This channel is not recommended for buying and selling. The person responsible for the investment is t.me BK Tech Insight – Hello, I’m BK, and I’m in charge of Global Tech at Barbarian Research. Tech companies continue to gain importance in investing in stocks. We will focus on the context of tech news that can be applied both at home and abroad. The longer analysis is provided by Naver Premium Content. It’s not enough, but I’ll try to do a good analysis. Note: This channel is not recommended for buying and selling. You are responsible for the investment t.me

 

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Investment Note of Umbrella Research Anakin Investment Note Channel of Umbrella Research Anakin. There is a lot of shortage. I will do my best. It’s not enough, but it also operates a premium channel. Please download the Umbrella Research app from the App Store and Google Play and sign up for membership->Anakin subscription. After signing up, we will send a channel link to your registered email or contact information. For inquiries, please contact @skywalker0221. *The companies and brands listed on this channel are not recommended for purchase/sale, and all responsibility lies with the investor himself. t.me Investment Note by Umbrella Research Anakin Investment Note Channel by Umbrella Research Anakin. There is a lot of shortage. I will do my best. It’s not enough, but it also operates a premium channel. Please download the Umbrella Research app from the App Store and Google Play and sign up for membership->Anakin subscription. After signing up, we will send a channel link to your registered email or contact information. For inquiries, please contact @skywalker0221. *Companies and brands listed on this channel are not recommended to buy/sell, and all responsibilities lie with the investor himself/herself. t.me

Digitimes) Micron, DRAM and SSD prices will rise by more than 20 percent, according to industry sources, several clients have reported that Micron plans to raise DRAM modules and SSD prices by more than 25 percent in the second quarter. The price negotiations are still ongoing. https://www.digitimes.com/news/a20240403PD224/2q24-memory-chips-taiwan.html1) Currently, the market consensus standard is that 2Q24DRAMASP growth rate is about HSD (High single digit) to the first 10% level based on qq. =>Based on this, Samsung Electronics’ DRAM margin rate in the second quarter is about 30 percent on average. 2) If the DRAMASP mentioned in the article rises conservatively to an average of 10% to 20% in the second quarter, the 2Q DRAM margin will be able to reach 30% to 40% or more. =>This means that the environment where legacy DRAMs can approach or exceed HBM margin rates may start in Q2. In other words, in the second quarter, the legacy margin ratio will start to run wild. => Importantly, additional DRAMASP increases may begin in Q3 and Q4, which is likely to bring DRAM legacy margins from mid-40% to up to 50% personally in Q4 of this year. =>I think the part where this news came out in early April, which starts the second quarter, is quite important. If the facts are true, they are judged to be more meaningful than other news. Digitimes) Micron, DRAM and SSD prices will rise by more than 20 percent, according to industry sources, several clients have reported that Micron plans to raise DRAM modules and SSD prices by more than 25 percent in the second quarter. The price negotiations are still ongoing. https://www.digitimes.com/news/a20240403PD224/2q24-memory-chips-taiwan.html1) Currently, the market consensus standard is that 2Q24DRAMASP growth rate is about HSD (High single digit) to the first 10% level based on qq. =>Based on this, Samsung Electronics’ DRAM margin rate in the second quarter is about 30 percent on average. 2) If the DRAMASP mentioned in the article rises conservatively to an average of 10% to 20% in the second quarter, the 2Q DRAM margin will be able to reach 30% to 40% or more. =>This means that the environment where legacy DRAMs can approach or exceed HBM margin rates may start in Q2. In other words, in the second quarter, the legacy margin ratio will start to run wild. => Importantly, additional DRAMASP increases may begin in Q3 and Q4, which is likely to bring DRAM legacy margins from mid-40% to up to 50% personally in Q4 of this year. =>I think the part where this news came out in early April, which starts the second quarter, is quite important. If the facts are true, they are judged to be more meaningful than other news.

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Nihil’s data and information perspective t.me/+MEDQGL-sFfIzNDg1t.me Nihil’s data and information perspective t.me/+MEDQGL-sFfIzNDg1t.me

 

※ According to the China Electric Vehicle Sales Federation (CPCA) in March 2024, wholesale sales of Chinese electric vehicles in March 2024 were 820,000 units, up 33% from the same period last year and 84% from the previous month. The electric vehicle market stabilized through product prices and promotions of finished car manufacturers, leading to an increase in sales. In particular, the electric vehicle market stagnated in February due to the influence of the Spring Festival and expectations of BYD’s price reduction, but the market has gradually recovered since March. BYD sold 300,000 electric vehicles in March, up 46 percent from the same period last year and 150 percent from the previous month. https://baijiahao.baidu.com/s?id=1795779050852076475 ※ According to the China Electric Vehicle Sales Federation (CPCA) in March 2024, wholesale sales of Chinese electric vehicles in March 2024 were 820,000 units, up 33% from the same period last year and 84% from the previous month. The electric vehicle market stabilized through product prices and promotions of finished car manufacturers, leading to an increase in sales. In particular, the electric vehicle market stagnated in February due to the influence of the Spring Festival and expectations of BYD’s price reduction, but the market has gradually recovered since March. BYD sold 300,000 electric vehicles in March, up 46 percent from the same period last year and 150 percent from the previous month. https://baijiahao.baidu.com/s?id=1795779050852076475

※ China’s lithium carbonate demand and supply China’s lithium carbonate market tends to supply more than demand in the fourth and first quarters due to seasonal effects, and demand for lithium carbonate tends to exceed supply from the second quarter, when the electric vehicle market is at its peak. 2022 was a time of overheating in China’s electric vehicle/secondary battery market, and despite seasonal effects, demand at the end of the year exceeded supply, leading to a surge in lithium prices at that time. In December 2023, China’s price of lithium carbonate fell below 90,000 yuan per ton due to excessive supply of lithium carbonate, but has since stabilized gradually as the gap between supply and demand has decreased. Lithium carbonate prices have not yet risen rapidly with supply higher than demand until March, but demand is expected to increase more than supply and lithium carbonate prices are expected to rise a little faster as the third quarter, the seasonally busy season for Chinese batteries, approaches. Source: Minmetals Securities “Monthly Renewable Energy Industry Report” (2024.04.08) ※ China’s lithium carbonate demand and supply China’s lithium carbonate market tends to supply more than demand in the fourth and first quarters due to seasonal effects, and demand for lithium carbonate tends to exceed supply from the second quarter, when the electric vehicle market is at its peak. 2022 was a time of overheating in China’s electric vehicle/secondary battery market, and despite seasonal effects, demand at the end of the year exceeded supply, leading to a surge in lithium prices at that time. In December 2023, China’s price of lithium carbonate fell below 90,000 yuan per ton due to excessive supply of lithium carbonate, but has since stabilized gradually as the gap between supply and demand has decreased. Lithium carbonate prices have not yet risen rapidly with supply higher than demand until March, but demand is expected to increase more than supply and lithium carbonate prices are expected to rise a little faster as the third quarter, the seasonally busy season for Chinese batteries, approaches. Source: Minmetals Securities “Monthly Renewable Energy Industry Report” (2024.04.08)

※ China’s production of lithium salts (Lithium carbonate/Lithium hydroxide) In March 2024, China’s production of lithium carbonate (battery class, industrial) and lithium hydroxide is rapidly recovering due to the strong electric vehicle market. Source: Minmetals Securities “Monthly Renewable Energy Industry Report” (2024.04.08) ※ China’s production of lithium salts (Lithium carbonate/Lithium hydroxide) In March 2024, China’s production of lithium carbonate (battery class, industrial) and lithium hydroxide is rapidly recovering due to the strong electric vehicle market. Source: Minmetals Securities “Monthly Renewable Energy Industry Report” (2024.04.08)

 

※ Average quality trends in Chilean copper mines by year Over the past 20 years, the average quality of Chilean copper mines has fallen 0.76 percent from 1.41% in 1999 to 0.65% in 2016. Source Quotation: Minmetals Securities Publishing Opportunities in Danger – “Maybe I’m too pessimistic about lithium prices” (2024.04.08) ※ Average quality trends in Chilean copper mines by year Over the past 20 years, the average quality of Chilean copper mines has fallen 0.76 percent from 1.41% in 1999 to 0.65% in 2016. Source Quotation: Minmetals Securities Publishing Opportunities in Danger – “Maybe I’m too pessimistic about lithium prices” (2024.04.08)

※ Lithium Price and Corporate/Mine Decision Making (Capex, Opex) Example) Lithium Price and Corporate (Sigma Brazil) Decision 1) Lithium Carbonate Price below 10,000 yuan/tonne: Maximize capital expenditure and wait for the market to revive. 2) Lithium carbonate price of 10-20,000 yuan/ton: Capex spending postponed and Opex decreased 3) Lithium carbonate price of 20-30,000 yuan/ton: supply volume expansion started, but skilled labor shortage, facilities/equipment shortage 4) Lithium carbonate price of 30,000 yuan/ton or more: maximum production ▷ current section. Investment in lithium mines is expected to slow significantly over the next two years. Corporate decision-making and mine investment and suspension decisions are determined from a mid- to long-term perspective, so they have a different process from short-term fluctuations in lithium carbonate prices. In other words, corporate/mining decisions are follow-up. Lithium prices have fallen significantly since 2023, but the time when companies/mines will actually cut capital spending will be in the first and second quarters of 2024. Source Quotation: Minmetals Securities Publishing Opportunities in Danger – “Maybe I’m too pessimistic about lithium prices” (2024.04.08) ※ Lithium Price and Corporate/Mine Decision Making (Capex, Opex) Example) Lithium Price and Corporate (Sigma Brazil) Decision 1) Lithium Carbonate Price below 10,000 yuan/tonne: Maximize capital expenditure and wait for the market to revive. 2) Lithium carbonate price of 10-20,000 yuan/ton: Capex spending postponed and Opex decreased 3) Lithium carbonate price of 20-30,000 yuan/ton: supply volume expansion started, but skilled labor shortage, facilities/equipment shortage 4) Lithium carbonate price of 30,000 yuan/ton or more: maximum production ▷ current section. Investment in lithium mines is expected to slow significantly over the next two years. Corporate decision-making and mine investment and suspension decisions are determined from a mid- to long-term perspective, so they have a different process from short-term fluctuations in lithium carbonate prices. In other words, corporate/mining decisions are follow-up. Lithium prices have fallen significantly since 2023, but the time when companies/mines will actually cut capital spending will be in the first and second quarters of 2024. Source Quotation: Minmetals Securities Publishing Opportunities in Danger – “Maybe I’m too pessimistic about lithium prices” (2024.04.08)

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AI MASTERS Communication Room: t.me/ai_masters_chat Carminity: https://t.me/kkulluminati AI Curator conveys the world of AI. We dream of a community where creators can gather and enjoy. t.me AI MASTERS Communication Room: t.me/ai_masters_chat Carminity: https://t.me/kkulluminati AI Curator conveys the world of AI. We dream of a community where creators can gather and enjoy. t.me

 

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I am Kim Soo-jin, a researcher in charge of global SW and telecommunications services at Mirae Asset Securities Research Center. RA: [email protected]나미 M: [email protected] Mirae Asset SW Communications Kim Soo-jin/Kim Nam-mi] I am Kim Soo-jin, a researcher in charge of global SW and telecommunications services at Mirae Asset Securities Research Center. RA: 김나미 M: [email protected]

 

Save to Neighbor MYBOX Save to Neighbor MYBOX

 

The earnings season will begin in earnest next week. There are many companies that haven’t had an exact date yet. Please refer to it. Thank you. The earnings season will begin in earnest next week. There are many companies that haven’t had an exact date yet. Please refer to it. Thank you.

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Let me show you an overwhelming research on exploration bots. Channel operator: Exploration bot, small super ants, Alpacainomia Disclaimer – This telegram is used only as a reference, and in no case can it be used as a proof of legal liability for investment results. – The content contained in the content cannot be guaranteed to be accurate or complete from the author’s personal point of view. – The author may hold shares based on the time of content delivery and may buy and sell at any time. t.me Let me show you some overwhelming research on exploration bots. Channel operator: Exploration bot, small super ants, Alpacainomia Disclaimer – This telegram is used only as a reference, and in no case can it be used as a proof of legal liability for investment results. – The content contained in the content cannot be guaranteed to be accurate or complete from the author’s personal point of view. – Authors can hold shares based on when content is provided and can buy and sell at any time. t.me

2024-4-9 (Tue) News 1. [New York Stock Exchange] The three major indexes of the U.S. New York stock market fluctuated in the flat zone on the 8th (local time) due to waiting for CPI in March. After announcing stronger-than-expected employment indicators, the Fed’s interest rate cut is expected to retreat to the second half of the year, and government bond rates are on the index as interest rates soar. https://n.news.naver.com/mnews/article/079/0003883291 The Bank of Korea (BOK) will hold a meeting on the Monetary Policy Direction of the Monetary Policy Committee on the 12th to freeze the benchmark interest rate for the 10th consecutive time from the current 3.50 percent. Consumer price growth has not yet fallen sufficiently to the Bank of Korea’s target of 2%. News Naver Com3. Intel $19.5 billion, TSMC $11.6 billion in subsidies…How much will Samsung receive? https://n.news.naver.com/mnews/article/421/0007468135 Global companies are intensifying their battle over the U.S. government’s semiconductor subsidies. Based on the exceptional support of more than 10 trillion won, it seems to be making a large-scale investment in the U.S. to increase its share in the global semiconductor market. On the 9th, the related industries did not reflect the international oil price of n.news.naver.com4. https://n.news.naver.com/mnews/article/032/0003289504 International oil price, which exceeded “1750 won” in Seoul, continues to soar as the price of oil exceeds $90 per barrel. Some predict that it could exceed $100 a barrel due to rising tensions in the Middle East along with the trend of oil production. Gasoline prices in Seoul exceeded 1,750 won per liter. n.news.naver.com5.10 days after bitcoin half-life…the half-life of https://n.news.naver.com/mnews/article/030/0003196095 bitcoin prices, which ran on the exchange and fell on mining stocks, is imminent. Related stocks are also on the rise as bitcoin prices, which fell after hitting 100 million won, rebounded again. Although coin prices are expected to rise high in the half-life, mining companies n.news.naver.com6.Unusual high-priced “gold price mystery”…”Because of speculative demand and political factors” https://n.news.naver.com/mnews/article/028/0002684537 Will gold prices really become “gold prices”? Amid the “Everything Rally,” which goes up except for monthly salaries such as stock prices and cryptocurrency, gold prices have reached an all-time high every day, and market participants are also shaking their heads. The price of gold, a representative safe asset, is n. News Naver Com7. Foreigners on “Value Up”…The largest acquisition of Korean stocks ever https://plus.hankyung.com/apps/newsinside.view?aid=2024040879791&category=NEWSPAPER In the first quarter of this year, the number of stocks net purchased by foreigners in the domestic stock market reached an all-time high. The government is promoting “Company Value Up Program & rs…plus.hankyung.com 2024-4-9 (Tue) News 1. [New York Stock Exchange] The three major indexes of the U.S. New York stock market fluctuated in the flat zone on the 8th (local time) due to waiting for CPI in March. After announcing stronger-than-expected employment indicators, the Fed’s interest rate cut is expected to retreat to the second half of the year, and government bond rates are on the index as interest rates soar. https://n.news.naver.com/mnews/article/079/0003883291 The Bank of Korea (BOK) will hold a meeting on the Monetary Policy Direction of the Monetary Policy Committee on the 12th to freeze the benchmark interest rate for the 10th consecutive time from the current 3.50 percent. Consumer price growth has not yet fallen sufficiently to the Bank of Korea’s target of 2%. News Naver Com3. Intel $19.5 billion, TSMC $11.6 billion in subsidies…How much will Samsung receive? https://n.news.naver.com/mnews/article/421/0007468135 Global companies are intensifying their battle over the U.S. government’s semiconductor subsidies. Based on the exceptional support of more than 10 trillion won, it seems to be making a large-scale investment in the U.S. to increase its share in the global semiconductor market. On the 9th, the related industries did not reflect the international oil price of n.news.naver.com4. https://n.news.naver.com/mnews/article/032/0003289504 International oil price, which exceeded “1750 won” in Seoul, continues to soar as the price of oil exceeds $90 per barrel. Some predict that it could exceed $100 a barrel due to rising tensions in the Middle East along with the trend of oil production. Gasoline prices in Seoul exceeded 1,750 won per liter. n.news.naver.com5.10 days after bitcoin half-life…the half-life of https://n.news.naver.com/mnews/article/030/0003196095 bitcoin prices, which ran on the exchange and fell on mining stocks, is imminent. Related stocks are also on the rise as bitcoin prices, which fell after hitting 100 million won, rebounded again. Although coin prices are expected to rise high in the half-life, mining companies n.news.naver.com6.Unusual high-priced “gold price mystery”…”Because of speculative demand and political factors” https://n.news.naver.com/mnews/article/028/0002684537 Will gold prices really become “gold prices”? Amid the “Everything Rally,” which goes up except for monthly salaries such as stock prices and cryptocurrency, gold prices have reached an all-time high every day, and market participants are also shaking their heads. The price of gold, a representative safe asset, is n. news.naver.com7. Foreigners on “Value Up”…the largest acquisition of Korean stocks ever https://plus.hankyung.com/apps/newsinside.view?aid=2024040879791&category=NEWSPAPER Foreigners’ domestic certificates in the first quarter of this year

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This is an investment insight communication channel operated by members of J-Z’s investment story J-Gloss Investment Advisory. We would like to help JGros investment advisory grow and investors grow by sharing and communicating operational philosophy and providing appropriate insights. Make it clear that all content is not created for solicitation purposes. It cannot be the basis for an investment decision, and the responsibility for the consequent consequences lies with the person. * You can search and utilize hashtags ex)This is an investment insight communication channel run by members of J-Gross Investment Advisory, t.me J-Z’s investment story, including #report summary, #performance, #post-exploration, and #toilet series. We would like to help JGros investment advisory grow and investors grow by sharing and communicating operational philosophy and providing appropriate insights. Make it clear that all content is not created for solicitation purposes. It cannot be the basis for an investment decision, and the responsibility for the consequent consequences lies with the person. * You can search and utilize hashtags ex)#Summary of reports, #performance, #post-exploration, #toilet series, etc. t.me

 

Western Digital issued a price adjustment letter, and Western Digital, a storage giant that experienced a shortage of both HDDs and SSD drives, officially confirmed on the 8th that demand for large-capacity hard disks by major customers has increased due to the AI craze. There is a shortage of SSD supplies. Western Digital, which officially wrote to customers that Western Digital adjusted the price of NAND flash memory and hard disk products, said demand for both flash memory and hard drive products exceeded expectations and lacked supply. These challenges facing the electronics supply chain further impact product availability. We will continue to adjust the price of flash memory and hard drive products this quarter, and some changes will take effect immediately. Western Digital has acknowledged that it will adjust product prices more frequently in the future as the market changes. In addition, due to the company’s limited ability to handle unplanned demand and orders, advance notification is required for order changes. It also expects unplanned demand to lead to longer lead times. https://www.ithome.com/0/760/791.htm Western Digital issued a price adjustment letter, and Western Digital, a storage giant that experienced a shortage of both HDDs and SSD drives, officially confirmed on the 8th that demand for large-capacity hard disks by major customers has increased due to the AI craze. There is a shortage of SSD supplies. Western Digital, which officially wrote to customers that Western Digital adjusted the price of NAND flash memory and hard disk products, said demand for both flash memory and hard drive products exceeded expectations and lacked supply. These challenges facing the electronics supply chain further impact product availability. We will continue to adjust the price of flash memory and hard drive products this quarter, and some changes will take effect immediately. Western Digital has acknowledged that it will adjust product prices more frequently in the future as the market changes. In addition, due to the company’s limited ability to handle unplanned demand and orders, advance notification is required for order changes. It also expects unplanned demand to lead to longer lead times. https://www.ithome.com/0/760/791.htm

 

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Recently, I have been dealing with AIAI technology and business. 트위터: https://twitter.com/thesedays_ait.me We are dealing with AIAI technology and business these days. 트위터: https://twitter.com/thesedays_ait.me

 

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Stay hungry. The AI market knows everything AI knows everything t.me Stay hungry. The AI market knows everything AI knows everything t.me

 

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This is the semiconductor communication channel of Mirae Asset Securities Semiconductor Kim Young-gon. t.me This is the semiconductor communication channel of Mirae Asset Securities Semiconductor Kim Young-gon. t.me

 

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Kiwoom Securities, U.S. stock, Tokutoku-Kium Sharing major U.S. stock-related news and published research data t.me Kiwoom Securities U.S. stock Toktokium Share key U.S. stock news and published research materials t.me

 

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You can view and participate in TNBfolio @TNBfolio. You can view and join away.t.me TNBfolio @TNBfolio. away.t.me

 

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This is a place to store information of interest mainly in Japan and the United States of Ether. It is a channel where you can find a variety of companies, including Japan’s economic situation, which is not common in Korea. This channel is simply for writing my opinion and recording it. The stocks I’m referring to do not mean soliciting investment, such as buying and selling. The contents of the post can be inaccurate, and the transaction party is responsible for the loss caused by the sale. The contents of the post cannot be used as a legal basis in any case. t.me This is a place to store information of interest mainly in Japan and the United States. It is a channel where you can find a variety of companies, including Japan’s economic situation, which is not common in Korea. This channel is simply for writing my opinion and recording it. The stocks I’m referring to do not mean soliciting investment, such as buying and selling. The contents of the post can be inaccurate, and the transaction party is responsible for the loss caused by the sale. The content of the notice may not be used as a legal basis in any case. t.me

 

Morgan Stanley, Tesla’s target is $310, and just before maintaining its overweight, Tesla CEO Elon Musk expected an average annual increase of 50 percent over a decade. However, sales in the first quarter are now almost double-digit down from the same period last year, and are likely to decline for the rest of the year. A bearish scenario ($100) may be “working” in the near future. Morgan Stanley, Tesla’s target is $310, and just before maintaining its overweight, Tesla CEO Elon Musk expected an average annual increase of 50 percent over a decade. However, sales in the first quarter are now almost double-digit down from the same period last year, and are likely to decline for the rest of the year. A bearish scenario ($100) may be “working” in the near future.

Bernstein, Tesla Underperform and Robotaxis, which will be unveiled on August 8th with a target of $120, are expected to be more ambitious, as are Tesla’s semi- and roadster announcements, and are unlikely to be Tesla’s next model. We expect our competitor’s products to get better over the next three years. Today, BYD offers a $15,000 sedan (Qin Plus) with a 250-mile mileage and larger than Model 3. If you compare it to roadster and cicada, it looks like a robot taxi··· Bernstein, Tesla Underperform and Robotaxis, which will be unveiled on August 8th with a target of $120, are expected to be more ambitious, as are Tesla’s semi- and roadster announcements, and are unlikely to be Tesla’s next model. We expect our competitor’s products to get better over the next three years. Today, BYD offers a $15,000 sedan (Qin Plus) with a 250-mile mileage and larger than Model 3. If you compare it to roadster and cicada, it looks like a robot taxi···

BofA) Is global growth recovering? Global trade is nominally showing signs of recovery, and the Purchasing Managers Index (PMI) in the United States and China is also showing encouraging signs. The U.S. manufacturing PMI recorded its first expansion in a year, while China’s recent PMI was much stronger than expected and reached its highest level in a year. However, these indicators are moving in the right direction, but they need to be approached carefully. The United States: The federal budget deficit is shrinking. We have lowered the federal budget deficit forecast for the current fiscal year from $1.75 trillion to $1.6 trillion. The increase in tax revenues is a major factor in this revision. Withholding increased due to strong employment, and capital gains taxes increased due to the brisk stock market. BofA) Is global growth recovering? Global trade is nominally showing signs of recovery, and the Purchasing Managers Index (PMI) in the United States and China is also showing encouraging signs. The U.S. manufacturing PMI recorded its first expansion in a year, while China’s recent PMI was much stronger than expected and reached its highest level in a year. However, these indicators are moving in the right direction, but they need to be approached carefully. The United States: The federal budget deficit is shrinking. We have lowered the federal budget deficit forecast for the current fiscal year from $1.75 trillion to $1.6 trillion. The increase in tax revenues is a major factor in this revision. Withholding increased due to strong employment, and capital gains taxes increased due to the brisk stock market.

Goldman Sachs: Why are we talking about strong growth and falling inflation Can you have two fruits at the same time? GDP growth is expected to be much higher than the consensus this year, but nevertheless, core PCE inflation is expected to fall meaningfully and the FOMC is expected to be lowered three times from June. We are often asked if these predictions are inconsistent, but if growth increases, inflation will not fall or rather rise again, will it? I don’t think so for two reasons. First, the GDP growth forecast of +2.5% for the fourth quarter of 2024 is much higher than the consensus forecast of +1.4% but slightly higher than the potential GDP growth forecast of +2.1% for 2024. The economic supply potential is expected to grow slightly faster than usual this year, as strong demand growth is not expected to significantly worsen the balance of supply and demand as immigration growth is driving labor growth. In fact, labor market rigidity indicators have not risen, but have continued to decline or remain flat. Second, a standard estimate of the slope of the Phillips curve suggests that even a slight re-tightening of the labor market will have a significantly smaller impact on inflation, compared to the continued reversal of supply shortages that have led to much lower official inflation this year. There is always considerable uncertainty about inflation forecasts, but these two simple stories alone should be easier to predict this year than usual. Goldman Sachs: Why are we talking about strong growth and falling inflation Can you have two fruits at the same time? GDP growth is expected to be much higher than the consensus this year, but nevertheless, core PCE inflation is expected to fall meaningfully and the FOMC is expected to be lowered three times from June. We are often asked if these predictions are inconsistent, but if growth increases, inflation will not fall or rather rise again, will it? I don’t think so for two reasons. First, the GDP growth forecast of +2.5% for the fourth quarter of 2024 is much higher than the consensus forecast of +1.4% but slightly higher than the potential GDP growth forecast of +2.1% for 2024. The economic supply potential is expected to grow slightly faster than usual this year, as strong demand growth is not expected to significantly worsen the balance of supply and demand as immigration growth is driving labor growth. In fact, labor market rigidity indicators have not risen, but have continued to decline or remain flat. Second, a standard estimate of the slope of the Phillips curve suggests that even a slight re-tightening of the labor market will have a significantly smaller impact on inflation, compared to the continued reversal of supply shortages that have led to much lower official inflation this year. There is always considerable uncertainty about inflation forecasts, but these two simple stories alone should be easier to predict this year than usual.

 

Deutsche Bank’s rise in Tesla’s acquisition rating Tesla is estimated to have decided to highlight the unique AI and software benefits of Tesla’s focus on lobotaxis in light of solid improvements in self-driving technology, which would require more economic advantage than a few OEMs. By doing so, we can avoid falling into the quagmire of fierce global competition over the cheapest electric vehicles and position Tesla as an AI company, not a mass automotive OEM. Deutsche Bank’s rise in Tesla’s acquisition rating Tesla is estimated to have decided to highlight the unique AI and software benefits of Tesla’s focus on lobotaxis in light of solid improvements in self-driving technology, which would require more economic advantage than a few OEMs. By doing so, we can avoid falling into the quagmire of fierce global competition over the cheapest electric vehicles and position Tesla as an AI company, not a mass automotive OEM.

 

 

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Let’s take a look at the shipbuilding AtoZ global event and the latest issues that are taking place in the shipbuilding/shipping industry. t.me Take a look at the shipbuilding AtoZ global event and the latest issues within the shipbuilding/shipping industry: t.me

President Yoon’s “Extend the Ship Tone Tax System” https://www.kookje.co.kr/news2011/asp/newsbody.asp?code=0200&key=20240409.220130024433 overtook China, Korea Shipbuilding & Shipbuilding https://www.newsworks.co.kr/news/articleView.html?idxno=749422 Global Supply Chain Crisis and Korea Shipping Industry Competitiveness http://www.hdhy.co.kr/news/articleView.html?idxno=20391 Project / U.S. Baltimore Bridge Collapse https://www.ksg.co.kr/news/main_newsView.jsp?pNum=141184 Seishige, LPG Tank-based Eco-Business Cruise https://www.todayenergy.kr/news/articleView.html?idxno=270056 Trains and Drones https://www.choicenews.co.kr/news/articleView.html?idxno=129040, Average utilization rate in Q1 is likely to exceed 100% for the first time in 4 years https://www.g-enews.com/ko-kr/news/article/news_all/20240408160732781a67d2c7d5a_1/article.html Shipbuilding industry, improving performance “sure” … Improving dry profitability https://www.ekn.kr/web/view.php?key=20240408023011822 Blocking the Red Sea path … 70 billion won per ship, price of oil carriers https://www.khan.co.kr/economy/economy-general/article/202404082146005′ Iron ore falls··· Shipbuilding industry laughs https://biz.newdaily.co.kr/site/data/html/2024/04/08/2024040800023.html President Yoon’s “Extends ship tone tax system…” https://www.kookje.co.kr/news2011/asp/newsbody.asp?code=0200&key=20240409.220130024433 overtook China’s No. 1 ship order https://www.newsworks.co.kr/news/articleView.html?idxno=749422 Global supply chain crisis and Korean shipping industry competitiveness http://www.hdhy.co.kr/news/articleView.html?idxno=20391 https://www.choicenews.co.kr/news/articleView.html?idxno=129040 “Exporters looking at LPG tank-based eco-business https://www.todayenergy.kr/news/articleView.html?idxno=270056 Train drones”··· Shipbuilding Industry Laughs https://biz.newdaily.co.kr/site/data/html/2024/04/08/2024040800023.html

Regarding the report on the suspected launch of quantitative easing by the People’s Bank of China (PBOC), there was an overseas media report that Goldman 1 and Xi Jinping ordered the People’s Bank of China (PBOC) to supply liquidity through the purchase of government bonds. President Xi’s remarks themselves did not directly order PBOC to purchase government bonds, but some investors interpret it as a signal for PBOC’s expansion of its balance sheet. 2. Policymakers seek to increase funding to expand public investment. PBOC can supply liquidity in various ways, including indirect government bond purchases, structural monetary policies, and lower deposit reserves. However, quantitative easing in the U.S. style is unlikely to occur in China. 3. PBOC bought government bonds indirectly in 2007. This was to promote the purchase of foreign exchange assets for the establishment of the China Investment Corporation at the time. 4. Specific implementation measures related to the issuance of ultra-long-term special government bonds are being disclosed. According to the government budget, 500 billion yuan out of the 1 trillion yuan special government bonds will be spent by the central government and the rest by local governments. In other words, the Chinese government is considering supplying liquidity through PBOC’s purchase of government bonds to boost the economy, but it is expected to take an indirect method different from the U.S.-style quantitative easing. It is also expected to boost the economy through the issuance of ultra-long-term special government bonds. Regarding the report on the suspected launch of quantitative easing by the People’s Bank of China (PBOC), there was an overseas media report that Goldman 1 and Xi Jinping ordered the People’s Bank of China (PBOC) to supply liquidity through the purchase of government bonds. President Xi’s remarks themselves did not directly order PBOC to purchase government bonds, but some investors interpret it as a signal for PBOC’s expansion of its balance sheet. 2. Policymakers seek to increase funding to expand public investment. PBOC can supply liquidity in various ways, including indirect government bond purchases, structural monetary policies, and lower deposit reserves. However, quantitative easing in the U.S. style is unlikely to occur in China. 3. PBOC bought government bonds indirectly in 2007. This was to promote the purchase of foreign exchange assets for the establishment of the China Investment Corporation at the time. 4. Specific implementation measures related to the issuance of ultra-long-term special government bonds are being disclosed. According to the government budget, 500 billion yuan out of the 1 trillion yuan special government bonds will be spent by the central government and the rest by local governments. In other words, the Chinese government is considering supplying liquidity through PBOC’s purchase of government bonds to boost the economy, but it is expected to take an indirect method different from the U.S.-style quantitative easing. It is also expected to boost the economy through the issuance of ultra-long-term special government bonds.

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[Korea Investment Best Luck] Transportation and Transportation Industry Update t.me [Korea Investment Best Luck] Transportation and Transportation Industry Update t.me

 

 

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ISIS is calling for an attack on the Champions League quarter-finals. The Islamic terrorist group has released a post saying, “Kill them all,” along with a list of major football venues. #EuropeNewswww.euronews.com ISIS is calling for an attack on the Champions League quarter-finals. The Islamic terrorist group has released a post saying, “Kill them all,” along with a list of major football venues. #EuropeNewswww.euronews.com

 

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Millennials and Generation Z are as likely to own cryptocurrencies as they are real estate/PRNewswire/ — especially when it comes to wealth, Millennials and Generation Z have some catch-up especially when it comes to wealth, especially when it comes to adults… www.prnewswire.com Millennials and Generation Z have as much cryptocurrency as they are real estate/PRNewswire

 

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Russia and China have doubled in defiance of the United States. The conference between Beijing and Moscow officials was set against the backdrop of growing conflict over global influence. south.www.wsj.com Russia and China have doubled in defiance of the United States. The conference between Beijing and Moscow officials was set against the backdrop of growing conflict over global influence. south.www.wsj.com

 

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Two out of three Americans are worried about losing more money than dying | Allianz Life Allianz’s study found that concerns about high inflation, social security and high taxes were driving this fear.www.allianzlife.com Two out of three Americans are worried about losing more money than dying | Allianz Life Allianz’s study found that concerns about high inflation, social security and high taxes were driving this fear.www.allianzlife.com