세계증시 이야기
Quickly browse recent reports in the selected category.
-
![[Global Markets] 'Surpassing 2.82%' 10-Year Government Bond Yield and Projected BOJ 1.0% Freeze: 'YCC Scrap Aftermath' and Global Capital Repatriation Scenario Amidst US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a63b6b515a969.81300909.png)
[Global Markets] 'Surpassing 2.82%' 10-Year Government Bond Yield and Projected BOJ 1.0% Freeze: 'YCC Scrap Aftermath' and Global Capital Repatriation Scenario Amidst US-EU-Asia Tri-Polar Decoupling
Analyzing the BOJ's expected rate freeze in July following June's hike to 1.0%, amidst rising 10 year JGB yields hitting 2.82%, macro decoupling, and ...
-
'₹17,227 Crore Inflow' India's SENSEX and Foreign Capital Return: 'Semiconductor Fatigue' and Oil Price Liquidity Scenarios Amid US-Europe-Asia Decoupling
India's SENSEX is gaining attention as foreign portfolio investors FPIs return, injecting over ₹17,227 crore in July despite global geopolitical uncer...
-
![[Global Markets] Brent Crude Surpasses $94 and OPEC+ Prolongs Output Cuts: 'Middle East Geopolitical Unrest' and Global Stagflation Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6113a81bbc52.50667355.png)
[Global Markets] Brent Crude Surpasses $94 and OPEC+ Prolongs Output Cuts: 'Middle East Geopolitical Unrest' and Global Stagflation Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)
With OPEC+ extending output cuts through late 2026 and Middle East conflicts intensifying, Brent crude topped $94. This sharpens the 'three pole decou...
-
![[Global Markets] 'Exceeding €9.3B' ASML Q2 Earnings Surprise and Upward Guidance Revision: 'AI Monopoly' & US-China Regulation Scenarios Amid 3-Pole Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5fca8fe11121.43621668.png)
[Global Markets] 'Exceeding €9.3B' ASML Q2 Earnings Surprise and Upward Guidance Revision: 'AI Monopoly' & US-China Regulation Scenarios Amid 3-Pole Decoupling
ASML delivered a strong Q2 2026 earnings surprise with €9.33B in revenue and significantly raised its full year guidance to €43B–€45B driven by surgin...
-
![[Global Market] '1.7M Barrel Drop' in WTI Crude Inventory and $124.70 USO: 'Hormuz Tensions Resume' & SPR Depletion Scenarios Amid US-EU-Asia Tri-polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5e70a6938e44.03389985.png)
[Global Market] '1.7M Barrel Drop' in WTI Crude Inventory and $124.70 USO: 'Hormuz Tensions Resume' & SPR Depletion Scenarios Amid US-EU-Asia Tri-polar Decoupling
WTI crude inventories fell by 1.7 million barrels, 6% below the 5 year average. With US SPR at historical lows and Hormuz Strait tensions resuming, su...
-
![[Global Markets] Gold Price Rebounds to $4,016 and Weak Dollar Signal at 100.4p: 'Rate Peak-Out' and Global Hard Asset Shift Scenarios Amid US-Europe-Asia Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5d1f12e72c05.31723295.png)
[Global Markets] Gold Price Rebounds to $4,016 and Weak Dollar Signal at 100.4p: 'Rate Peak-Out' and Global Hard Asset Shift Scenarios Amid US-Europe-Asia Decoupling
Global markets face a three way decoupling among the US, Europe, and Asia. Gold rebounds to $4,016 after testing $4,000 support, driven by a cooling U...