Blog Reports
Check DailyStock reports by date and topic.
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![[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 ...
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![[KOSPI Story] Export Companies Face FX Hedging Boomerang Amid '1,460 Won Level Normalization': Analyzing FX Volatility and Break-even Scenarios by Industry](https://daily-stock.kr/stdaily/uploads/202607/gen_6a630dfaa8d665.61235869.png)
[KOSPI Story] Export Companies Face FX Hedging Boomerang Amid '1,460 Won Level Normalization': Analyzing FX Volatility and Break-even Scenarios by Industry
The USD/KRW exchange rate remains elevated above 1,460 won, solidifying a high rate normal. While government intervention and the National Pension Ser...
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'₹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...
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![[KOSPI Story] SK Hynix (000660) Rebounds from '43% MDD' Drop: Q2 '76% Record Margin' Forecast and HBM4 Supply Chain Roadmap Analysis](https://daily-stock.kr/stdaily/uploads/202607/gen_6a61bc80002771.29150497.png)
[KOSPI Story] SK Hynix (000660) Rebounds from '43% MDD' Drop: Q2 '76% Record Margin' Forecast and HBM4 Supply Chain Roadmap Analysis
Daily Stock analyzes SK Hynix's recent stock volatility, HBM shipment progress, and future outlook amidst concerns over AI investment returns and macr...
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![[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...
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![[Nasdaq Insights] Rising AI CapEx and the Cloud Growth Mismatch: The H2 2026 Big Tech FCF Shock and Bottleneck Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a60084e23b788.12969428.png)
[Nasdaq Insights] Rising AI CapEx and the Cloud Growth Mismatch: The H2 2026 Big Tech FCF Shock and Bottleneck Scenarios
Global Big Tech and CSP CapEx projections for 2026 have risen to $830 billion. Markets are focusing on cloud growth deceleration and FCF pressures, wh...