South Korea's massive AI-driven chip investment plans (Samsung, SK Hynix) are a national strategic priority, boosting exports but causing 'chipflation' that may force the BOK to hike rates, threatening the AI rally. Japan's AI equipment exporters benefit but the weak yen hurts importers. Lower oil prices provide relief for India. US easing export controls on Anthropic models pressures Chinese LLM competitors.
inferred
implicit
explicit
inferred
implicit
Bloomberg
7.0
Financial Media
Leonting 4.0
Financial Media
Leonting 4.0
7/1/2026 6:57:56 AM
dxy
The guest notes the yen is at 40-year lows against a strong dollar, driven by US rate differentials and hawkish Fed repricing, implying continued dollar strength in the near term.
metals
The guest does not discuss metals in this segment, but the context of a strong dollar and potential rate hikes is typically negative for gold. No explicit view is given.
ndx
The guest describes a massive, decade-long AI-driven investment cycle in Korea and the US, with strong export data and a semiconductor index up 88% in Q2, implying sustained upward momentum for tech-heavy indices.
rut
The discussion focuses entirely on large-cap tech and AI beneficiaries (semiconductors, hyperscalers), with no mention of small-cap or domestic-focused companies, suggesting a narrow market leadership that does not support a broad rally.
wti
We've seen energy prices come way off some of the highs that we had a few months back.
| 6/24/2026 9:30:55 PM | short term down | 5 days later | -2.54% | +2.54% |
| 6/24/2026 8:31:40 PM | short term down | 5 days later | -2.54% | +2.54% |
| 6/24/2026 6:33:25 PM | short term down | 5 days later | -2.54% | +2.54% |
| 6/24/2026 5:20:14 PM | short term down | 5 days later | -2.54% | +2.54% |
| 6/24/2026 4:56:22 AM | short term cautious down | 5 days later | -2.54% | +1.27% |
| 6/23/2026 1:18:47 PM | short term cautious down | 5 days later | +0.58% | -0.29% |
| 6/22/2026 11:26:07 PM | short term down | 6 days later | -3.36% | +3.36% |
| 6/22/2026 9:26:51 AM | short term cautious down | 6 days later | -3.36% | +1.68% |
| 6/19/2026 6:22:05 AM | short term down | 7 days later | -5.44% | +5.44% |
| 6/18/2026 10:15:04 PM | short term down | 5 days later | -8.10% | +8.10% |
| 6/18/2026 5:46:36 PM | short term down | 5 days later | -8.10% | +8.10% |
| 6/18/2026 2:25:09 PM | short term cautious down | 5 days later | -8.10% | +4.05% |
| 6/18/2026 10:56:28 AM | short term cautious down | 5 days later | -8.10% | +4.05% |
| 6/18/2026 10:03:56 AM | short term down | 5 days later | -8.10% | +8.10% |
| 6/17/2026 10:21:11 PM | short term up | 5 days later | -4.43% | -4.43% |
| 6/17/2026 9:19:02 PM | short term up | 5 days later | -4.43% | -4.43% |
| 6/17/2026 2:46:16 PM | short term down | 5 days later | -4.43% | +4.43% |
| 6/17/2026 1:18:27 PM | short term cautious down | 5 days later | -4.43% | +2.21% |
| 6/17/2026 12:53:29 PM | short term down | 5 days later | -4.43% | +4.43% |
| 6/17/2026 10:47:56 AM | short term cautious down | 5 days later | -4.43% | +2.21% |
| 6/17/2026 9:56:36 AM | short term sharp down | 5 days later | -4.43% | +6.64% |
| 6/17/2026 8:02:36 AM | short term down | 5 days later | -4.43% | +4.43% |
| 6/16/2026 11:28:27 PM | short term down | 5 days later | -2.57% | +2.57% |
| 6/16/2026 9:27:49 PM | short term sharp down | 5 days later | -2.57% | +3.85% |
| 6/16/2026 7:40:23 PM | short term cautious up | 5 days later | -2.57% | -1.28% |
| 6/16/2026 6:31:47 PM | short term sharp down | 5 days later | -2.57% | +3.85% |
| 6/16/2026 12:12:15 AM | short term down | 5 days later | -2.57% | +2.57% |
| 6/16/2026 12:09:16 AM | short term down | 5 days later | -2.57% | +2.57% |
| 6/15/2026 11:15:29 PM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 10:13:45 PM | short term sharp down | 6 days later | -1.62% | +2.43% |
| 6/15/2026 10:04:06 PM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 9:42:38 PM | short term sharp down | 6 days later | -1.62% | +2.43% |
| 6/15/2026 8:40:10 PM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 7:21:05 PM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 6:42:49 PM | short term sharp down | 6 days later | -1.62% | +2.43% |
| 6/15/2026 5:19:27 PM | short term cautious down | 6 days later | -1.62% | +0.81% |
| 6/15/2026 3:53:51 PM | short term cautious down | 6 days later | -1.62% | +0.81% |
| 6/15/2026 1:36:50 PM | short term sharp down | 6 days later | -1.62% | +2.43% |
| 6/15/2026 12:54:40 PM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 9:57:41 AM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 8:43:06 AM | short term cautious down | 6 days later | -1.62% | +0.81% |
| 6/15/2026 6:39:51 AM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 6:39:51 AM | short term down | 6 days later | -1.62% | +1.62% |
| 6/15/2026 6:06:57 AM | short term down | 6 days later | -1.62% | +1.62% |
| 6/12/2026 11:32:25 PM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 11:26:03 PM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 11:14:29 PM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 10:09:35 PM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 6:39:38 PM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 2:51:48 PM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 11:57:04 AM | short term sharp down | 7 days later | -7.34% | +11.02% |
| 6/12/2026 10:03:43 AM | short term down | 7 days later | -7.34% | +7.34% |
| 6/12/2026 9:01:30 AM | short term down | 7 days later | -7.34% | +7.34% |
| 6/11/2026 11:22:23 PM | short term down | 5 days later | -9.53% | +9.53% |
| 6/11/2026 7:18:14 AM | short term sharp up | 5 days later | -9.53% | -14.30% |
| 6/11/2026 12:53:42 AM | short term cautious up | 5 days later | -9.53% | -4.77% |
| 6/10/2026 5:50:32 PM | short term up | 5 days later | -13.29% | -13.29% |
| 6/10/2026 10:48:17 AM | short term up | 5 days later | -13.29% | -13.29% |
| 6/9/2026 11:22:48 PM | short term down | 5 days later | -10.31% | +10.31% |
| 6/9/2026 9:20:32 PM | short term down | 5 days later | -10.31% | +10.31% |
| 6/9/2026 7:27:16 PM | short term cautious down | 5 days later | -10.31% | +5.15% |
| 6/9/2026 12:30:31 AM | short term cautious up | 5 days later | -10.31% | -5.15% |
| 6/9/2026 12:20:16 AM | short term cautious up | 5 days later | -10.31% | -5.15% |
| 6/8/2026 10:05:14 PM | short term up | 6 days later | -8.45% | -8.45% |
| 6/8/2026 10:20:39 AM | short term up | 6 days later | -8.45% | -8.45% |
| 6/8/2026 9:51:40 AM | short term up | 6 days later | -8.45% | -8.45% |
| 6/8/2026 9:51:40 AM | short term up | 6 days later | -8.45% | -8.45% |
| 6/8/2026 9:51:40 AM | short term up | 6 days later | -8.45% | -8.45% |
| 6/8/2026 6:24:18 AM | short term up | 6 days later | -8.45% | -8.45% |
| 6/6/2026 2:06:18 AM | short term up | 7 days later | -11.56% | -11.56% |
| 6/6/2026 12:16:22 AM | medium term up | 21 days later | -22.51% | -22.51% |
| 6/5/2026 8:54:13 PM | short term up | 7 days later | -11.56% | -11.56% |
| 6/4/2026 11:18:49 PM | short term up | 5 days later | -0.56% | -0.56% |
| 6/4/2026 5:20:52 AM | short term up | 5 days later | -0.56% | -0.56% |
| 6/3/2026 11:19:38 PM | short term up | 5 days later | -5.20% | -5.20% |
| 6/3/2026 9:39:30 PM | short term up | 5 days later | -5.20% | -5.20% |
| 6/2/2026 6:59:57 PM | short term down | 5 days later | -4.92% | +4.92% |
| 6/1/2026 6:48:51 PM | short term sharp up | 6 days later | -2.62% | -3.94% |
| 6/1/2026 5:46:26 PM | short term up | 6 days later | -2.62% | -2.62% |
| 6/1/2026 2:25:48 PM | short term cautious down | 6 days later | -2.62% | +1.31% |
| 6/1/2026 10:44:42 AM | short term cautious down | 6 days later | -2.62% | +1.31% |
| 6/1/2026 9:51:17 AM | short term up | 6 days later | -2.62% | -2.62% |
| 5/31/2026 7:26:33 PM | short term up | 7 days later | -0.93% | -0.93% |
| 5/28/2026 8:10:10 PM | medium term down | 20 days later | -12.32% | +12.32% |
| 5/28/2026 9:27:53 AM | short term down | 5 days later | +9.91% | -9.91% |
| 5/28/2026 12:59:08 AM | short term down | 5 days later | +9.91% | -9.91% |
| 5/27/2026 11:48:14 PM | medium term up | 20 days later | -13.62% | -13.62% |
| 5/27/2026 9:44:17 PM | short term up | 5 days later | +5.47% | +5.47% |
| 5/27/2026 8:38:39 PM | short term down | 5 days later | +5.47% | -5.47% |
| 5/27/2026 12:06:13 AM | short term cautious down | 5 days later | +5.47% | -2.73% |
| 5/27/2026 12:03:14 AM | short term down | 5 days later | +5.47% | -5.47% |
| 5/26/2026 6:15:06 PM | short term up | 5 days later | -4.60% | -4.60% |
| 5/26/2026 4:16:23 PM | short term up | 5 days later | -4.60% | -4.60% |
| 5/26/2026 9:27:20 AM | medium term up | 20 days later | -21.27% | -21.27% |
| 5/25/2026 9:42:20 AM | short term down | 6 days later | -4.60% | +4.60% |
| 5/25/2026 9:42:20 AM | short term down | 6 days later | -4.60% | +4.60% |
| 5/25/2026 7:41:50 AM | short term down | 6 days later | -4.60% | +4.60% |
| 5/25/2026 7:41:50 AM | short term down | 6 days later | -4.60% | +4.60% |
| 5/25/2026 7:41:50 AM | short term down | 6 days later | -4.60% | +4.60% |
| 5/23/2026 3:12:45 AM | short term up | 5 days later | -9.57% | -9.57% |
| 5/22/2026 9:11:59 PM | short term cautious up | 5 days later | -9.57% | -4.78% |
| 5/22/2026 10:35:21 AM | short term cautious up | 5 days later | -9.57% | -4.78% |
| 5/21/2026 8:16:00 PM | medium term down | 20 days later | -9.20% | +9.20% |
| 5/20/2026 11:58:17 PM | short term sharp down | 5 days later | +0.26% | -0.39% |
| 5/20/2026 11:06:22 PM | short term down | 5 days later | +0.26% | -0.26% |
| 5/20/2026 9:19:43 PM | short term sharp down | 5 days later | +0.26% | -0.39% |
| 5/20/2026 12:22:59 AM | short term down | 5 days later | +0.26% | -0.26% |
| 5/19/2026 11:25:08 PM | short term sharp up | 5 days later | -1.69% | -2.53% |
| 5/19/2026 10:44:11 AM | short term down | 5 days later | -1.69% | +1.69% |
| 5/19/2026 8:29:51 AM | medium term cautious up | 20 days later | -10.24% | -5.12% |
| 5/19/2026 1:59:18 AM | short term up | 5 days later | -1.69% | -1.69% |
| 5/18/2026 7:20:23 PM | short term sharp up | 5 days later | -10.36% | -15.55% |
| 5/18/2026 6:57:18 PM | short term sharp up | 5 days later | -10.36% | -15.55% |
| 5/18/2026 6:43:41 PM | short term sharp up | 5 days later | -10.36% | -15.55% |
| 5/18/2026 4:03:29 PM | short term up | 5 days later | -10.36% | -10.36% |
| 5/18/2026 1:45:35 PM | short term up | 5 days later | -10.36% | -10.36% |
| 5/18/2026 1:45:35 PM | short term up | 5 days later | -10.36% | -10.36% |
| 5/18/2026 11:32:06 AM | medium term up | 20 days later | -15.28% | -15.28% |
| 5/18/2026 8:51:01 AM | short term up | 5 days later | -10.36% | -10.36% |
| 5/18/2026 8:47:22 AM | short term up | 5 days later | -10.36% | -10.36% |
| 5/18/2026 8:47:22 AM | short term up | 5 days later | -10.36% | -10.36% |
| 5/18/2026 8:47:22 AM | short term up | 5 days later | -10.36% | -10.36% |
| 5/17/2026 4:54:10 PM | short term sharp up | 6 days later | -11.10% | -16.65% |
| 5/17/2026 4:53:40 PM | short term up | 6 days later | -11.10% | -11.10% |
| 5/15/2026 11:52:13 PM | short term cautious up | 6 days later | -11.10% | -5.55% |
| 5/13/2026 9:18:02 PM | short term cautious down | 5 days later | +6.52% | -3.26% |
| 5/13/2026 9:05:11 PM | short term up | 5 days later | +6.52% | +6.52% |
| 5/13/2026 4:02:01 PM | short term up | 5 days later | +6.52% | +6.52% |
| 5/13/2026 2:30:46 PM | short term up | 5 days later | +6.52% | +6.52% |
| 5/12/2026 6:29:30 PM | short term sharp up | 5 days later | +7.56% | +11.34% |
| 5/12/2026 3:58:46 PM | short term up | 5 days later | +7.56% | +7.56% |
| 5/12/2026 9:34:37 AM | short term up | 5 days later | +7.56% | +7.56% |
| 5/11/2026 3:42:16 PM | short term up | 6 days later | +6.34% | +6.34% |
| 5/11/2026 2:37:40 PM | short term up | 6 days later | +6.34% | +6.34% |
| 5/11/2026 2:21:17 PM | short term up | 6 days later | +6.34% | +6.34% |
| 5/11/2026 2:21:17 PM | short term up | 6 days later | +6.34% | +6.34% |
| 5/11/2026 10:21:17 AM | short term up | 6 days later | +6.34% | +6.34% |
| 5/11/2026 10:21:17 AM | medium term up | 20 days later | -9.81% | -9.81% |
| 5/11/2026 7:45:07 AM | short term up | 6 days later | +6.34% | +6.34% |
| 5/8/2026 6:45:11 PM | short term cautious up | 7 days later | +10.80% | +5.40% |
| 5/8/2026 10:34:17 AM | short term up | 7 days later | +10.80% | +10.80% |
| 5/8/2026 10:33:30 AM | short term up | 7 days later | +10.80% | +10.80% |
| 5/8/2026 9:39:28 AM | short term sharp up | 7 days later | +10.80% | +16.20% |
| 5/8/2026 8:52:09 AM | short term up | 7 days later | +10.80% | +10.80% |
| 5/7/2026 10:07:01 PM | medium term cautious down | 20 days later | -6.83% | +3.42% |
| 5/7/2026 9:40:03 PM | short term up | 5 days later | +5.87% | +5.87% |
| 5/7/2026 9:26:20 PM | short term up | 5 days later | +5.87% | +5.87% |
| 5/7/2026 8:09:28 PM | medium term cautious down | 20 days later | -6.83% | +3.42% |
| 5/7/2026 7:11:49 PM | short term down | 5 days later | +5.87% | -5.87% |
| 5/7/2026 2:41:58 PM | short term cautious down | 5 days later | +5.87% | -2.93% |
| 5/7/2026 10:02:35 AM | short term down | 5 days later | +5.87% | -5.87% |
| 5/7/2026 7:06:33 AM | short term cautious down | 5 days later | +5.87% | -2.93% |
| 5/6/2026 11:23:07 PM | short term cautious up | 5 days later | +7.77% | +3.89% |
| 5/5/2026 11:37:18 PM | short term sharp up | 5 days later | +3.14% | +4.72% |
| 5/5/2026 8:51:31 PM | short term sharp up | 5 days later | +3.14% | +4.72% |
| 5/5/2026 10:43:29 AM | short term up | 5 days later | +3.14% | +3.14% |
| 5/5/2026 7:41:33 AM | short term sharp up | 5 days later | +3.14% | +4.72% |
| 5/5/2026 7:41:33 AM | short term sharp up | 5 days later | +3.14% | +4.72% |
| 5/5/2026 6:19:06 AM | short term cautious up | 5 days later | +3.14% | +1.57% |
| 5/5/2026 12:24:00 AM | short term sharp up | 5 days later | +3.14% | +4.72% |
| 5/4/2026 9:43:41 AM | medium term cautious up | 20 days later | -5.54% | -2.77% |
| 5/1/2026 3:08:28 PM | short term sharp up | 7 days later | -7.85% | -11.77% |
| 5/1/2026 3:05:47 PM | short term sharp up | 7 days later | -7.85% | -11.77% |
| 5/1/2026 11:35:10 AM | short term sharp up | 7 days later | -7.85% | -11.77% |
| 5/1/2026 9:53:00 AM | short term sharp up | 7 days later | -7.85% | -11.77% |
| 4/30/2026 11:36:17 PM | medium term cautious down | 20 days later | -5.48% | +2.74% |
| 4/30/2026 3:40:05 PM | medium term sharp up | 20 days later | -5.48% | -8.23% |
| 4/30/2026 2:31:00 PM | short term sharp up | 5 days later | -6.73% | -10.09% |
| 4/30/2026 1:25:28 PM | short term sharp up | 5 days later | -6.73% | -10.09% |
| 4/30/2026 10:27:44 AM | short term sharp up | 5 days later | -6.73% | -10.09% |
| 4/30/2026 8:02:59 AM | short term sharp up | 5 days later | -6.73% | -10.09% |
| 4/29/2026 11:30:52 PM | short term up | 5 days later | -2.66% | -2.66% |
| 4/29/2026 2:08:01 PM | short term sharp up | 5 days later | -2.66% | -4.00% |
| 4/29/2026 11:42:11 AM | short term sharp up | 5 days later | -2.66% | -4.00% |
| 4/29/2026 9:45:26 AM | long term down | 60 days later | -32.66% | +32.66% |
| 4/28/2026 2:08:22 PM | short term up | 5 days later | -0.43% | -0.43% |
| 4/28/2026 8:52:26 AM | short term cautious up | 5 days later | -0.43% | -0.22% |
| 4/27/2026 1:02:38 PM | short term cautious up | 6 days later | +6.49% | +3.25% |
| 4/27/2026 10:29:21 AM | short term cautious up | 6 days later | +6.49% | +3.25% |
| 4/24/2026 3:07:59 PM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/24/2026 1:23:43 PM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/24/2026 1:18:06 PM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/24/2026 11:16:33 AM | short term up | 7 days later | +10.43% | +10.43% |
| 4/24/2026 11:01:37 AM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/24/2026 9:53:00 AM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/24/2026 9:53:00 AM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/24/2026 12:09:41 AM | short term sharp up | 7 days later | +10.43% | +15.64% |
| 4/23/2026 11:26:18 PM | short term up | 5 days later | +13.22% | +13.22% |
| 4/23/2026 3:22:50 PM | short term up | 5 days later | +13.22% | +13.22% |
| 4/23/2026 10:11:16 AM | short term sharp up | 5 days later | +13.22% | +19.83% |
| 4/23/2026 10:11:16 AM | short term sharp up | 5 days later | +13.22% | +19.83% |
| 4/22/2026 11:35:04 AM | short term cautious up | 5 days later | +4.26% | +2.13% |
| 4/22/2026 7:34:33 AM | short term cautious down | 5 days later | +4.26% | -2.13% |
| 4/22/2026 12:50:22 AM | short term sharp up | 5 days later | +4.26% | +6.38% |
| 4/20/2026 7:06:15 PM | short term down | 6 days later | +4.60% | -4.60% |
| 4/18/2026 2:18:29 AM | short term sharp down | 7 days later | +7.54% | -11.32% |
| 4/18/2026 12:01:38 AM | short term sharp down | 7 days later | +7.54% | -11.32% |
| 4/17/2026 4:22:48 PM | short term down | 7 days later | +7.54% | -7.54% |
| 4/17/2026 1:11:58 PM | long term cautious up | 60 days later | -14.59% | -7.29% |
| 4/15/2026 2:51:26 AM | short term down | 5 days later | -2.70% | +2.70% |
| 4/14/2026 10:06:17 PM | long term cautious up | 61 days later | -11.55% | -5.77% |
| 4/14/2026 5:48:40 PM | short term sharp up | 5 days later | -1.84% | -2.76% |
| 4/14/2026 1:37:52 PM | short term cautious down | 5 days later | -1.84% | +0.92% |
| 4/14/2026 12:10:08 PM | short term down | 5 days later | -1.84% | +1.84% |
| 4/14/2026 12:33:50 AM | short term sharp up | 5 days later | -1.84% | -2.76% |
| 4/14/2026 12:12:15 AM | short term up | 5 days later | -1.84% | -1.84% |
| 4/13/2026 7:26:30 PM | short term up | 6 days later | -1.83% | -1.83% |
| 4/13/2026 7:26:30 PM | short term sharp up | 6 days later | -1.83% | -2.74% |
| 4/13/2026 7:00:27 PM | short term up | 6 days later | -1.83% | -1.83% |
| 4/13/2026 2:27:08 PM | short term sharp up | 6 days later | -1.83% | -2.74% |
| 4/10/2026 3:55:23 PM | medium term up | 21 days later | +7.41% | +7.41% |
| 4/10/2026 1:31:13 PM | medium term up | 21 days later | +7.41% | +7.41% |
| 4/10/2026 12:31:57 AM | short term cautious up | 7 days later | -9.56% | -4.78% |
| 4/9/2026 11:05:20 PM | short term up | 5 days later | -5.47% | -5.47% |
| 4/9/2026 7:03:26 PM | short term sharp up | 5 days later | -5.47% | -8.20% |
| 4/9/2026 10:37:55 AM | short term up | 5 days later | -5.47% | -5.47% |
| 4/8/2026 11:22:44 PM | short term down | 5 days later | -6.73% | +6.73% |
| 4/8/2026 10:15:23 PM | short term sharp down | 5 days later | -6.73% | +10.10% |
| 4/8/2026 4:49:27 PM | short term sharp down | 5 days later | -6.73% | +10.10% |
| 4/8/2026 9:51:32 AM | short term down | 5 days later | -6.73% | +6.73% |
| 4/7/2026 2:58:14 AM | short term up | 5 days later | +4.95% | +4.95% |
| 4/4/2026 7:49:11 PM | medium term cautious down | 21 days later | -14.27% | +7.13% |
| 4/3/2026 3:02:21 AM | short term sharp up | 7 days later | -11.86% | -17.79% |
| 4/3/2026 12:36:51 AM | short term sharp up | 7 days later | -11.86% | -17.79% |
| 4/2/2026 6:41:44 PM | short term sharp up | 5 days later | -15.36% | -23.04% |
| 4/2/2026 5:40:25 PM | short term sharp up | 5 days later | -15.36% | -23.04% |
| 4/2/2026 4:45:47 PM | medium term up | 20 days later | -14.07% | -14.07% |
| 4/2/2026 11:25:19 AM | short term sharp up | 5 days later | -15.36% | -23.04% |
| 4/1/2026 5:37:14 PM | short term sharp up | 5 days later | +1.26% | +1.90% |
| 4/1/2026 10:17:51 AM | short term up | 5 days later | +1.26% | +1.26% |
| 4/1/2026 10:17:51 AM | medium term sharp up | 20 days later | -16.66% | -24.99% |
| 4/1/2026 1:17:50 AM | short term down | 5 days later | +1.26% | -1.26% |
| 3/31/2026 9:32:44 PM | short term sharp up | 5 days later | +12.28% | +18.41% |
| 3/31/2026 10:09:41 AM | short term up | 5 days later | +12.28% | +12.28% |
| 3/31/2026 10:09:41 AM | short term cautious up | 5 days later | +12.28% | +6.14% |
| 3/31/2026 7:16:50 AM | short term sharp up | 5 days later | +12.28% | +18.41% |
| 3/31/2026 7:16:50 AM | short term sharp up | 5 days later | +12.28% | +18.41% |
| 3/30/2026 3:30:54 PM | short term cautious up | 6 days later | +10.88% | +5.44% |
| 3/30/2026 2:09:27 PM | medium term sharp up | 20 days later | -11.61% | -17.41% |
| 3/30/2026 2:04:13 PM | short term sharp up | 6 days later | +10.88% | +16.32% |
| 3/30/2026 8:40:46 AM | short term sharp up | 6 days later | +10.88% | +16.32% |
| 3/29/2026 5:07:24 PM | short term up | 7 days later | +9.26% | +9.26% |
| 3/28/2026 6:03:36 PM | short term up | 7 days later | +9.26% | +9.26% |
| 3/27/2026 11:07:21 PM | short term sharp up | 7 days later | +9.26% | +13.89% |
| 3/27/2026 11:59:23 AM | short term sharp up | 7 days later | +9.26% | +13.89% |
| 3/27/2026 2:00:21 AM | short term sharp up | 7 days later | +9.26% | +13.89% |
| 3/26/2026 11:24:01 PM | short term up | 5 days later | +0.48% | +0.48% |
| 3/25/2026 10:52:54 AM | short term down | 5 days later | +7.30% | -7.30% |
| 3/23/2026 9:56:47 AM | short term cautious up | 6 days later | +11.40% | +5.70% |
| 3/20/2026 4:06:06 PM | short term sharp up | 7 days later | +16.74% | +25.10% |
| 3/20/2026 2:30:40 AM | short term up | 7 days later | +16.74% | +16.74% |
| 3/19/2026 9:05:31 PM | medium term up | 20 days later | -0.46% | -0.46% |
| 3/13/2026 6:57:37 PM | short term cautious up | 7 days later | -5.74% | -2.87% |
| 3/13/2026 6:57:37 PM | short term cautious up | 7 days later | -5.74% | -2.87% |
| 3/13/2026 9:59:21 AM | short term sharp up | 7 days later | -5.74% | -8.61% |
| 3/10/2026 12:08:58 AM | short term up | 5 days later | +7.16% | +7.16% |
| 3/9/2026 2:08:40 PM | short term sharp up | 6 days later | +12.04% | +18.06% |
| 3/9/2026 10:03:43 AM | short term sharp up | 6 days later | +12.04% | +18.06% |
| 3/9/2026 10:03:43 AM | short term up | 6 days later | +12.04% | +12.04% |
| 3/9/2026 8:28:21 AM | short term sharp up | 6 days later | +12.04% | +18.06% |
| 3/9/2026 6:55:49 AM | short term sharp up | 6 days later | +12.04% | +18.06% |
| 3/8/2026 3:01:00 AM | short term up | 7 days later | -1.34% | -1.34% |
| 3/6/2026 8:02:31 PM | short term up | 5 days later | +8.59% | +8.59% |
| 3/6/2026 3:21:00 PM | short term sharp up | 5 days later | +8.59% | +12.89% |
| 3/6/2026 7:45:08 AM | short term cautious down | 5 days later | +8.59% | -4.30% |
| 3/6/2026 7:02:52 AM | short term up | 5 days later | +8.59% | +8.59% |
| 3/5/2026 10:50:58 PM | short term sharp up | 5 days later | -4.02% | -6.02% |
| 3/5/2026 2:02:48 PM | short term up | 5 days later | -4.02% | -4.02% |
| 3/4/2026 5:43:12 AM | short term cautious down | 5 days later | +3.01% | -1.51% |
| 3/3/2026 10:53:30 AM | short term up | 5 days later | +26.94% | +26.94% |
| 3/3/2026 8:39:08 AM | short term sharp up | 5 days later | +26.94% | +40.40% |
| 3/2/2026 6:36:00 AM | short term sharp up | 5 days later | +21.92% | +32.87% |
| 3/2/2026 6:36:00 AM | short term up | 5 days later | +21.92% | +21.92% |
| 2/20/2026 2:32:12 PM | short term cautious up | 7 days later | +7.42% | +3.71% |
| 2/20/2026 10:59:11 AM | short term up | 7 days later | +7.42% | +7.42% |
| 2/19/2026 11:46:00 PM | short term cautious up | 5 days later | -1.46% | -0.73% |
| 2/2/2026 10:10:47 AM | short term down | 6 days later | +1.82% | -1.82% |
| 2/2/2026 10:10:47 AM | short term down | 6 days later | +1.82% | -1.82% |
| 1/29/2026 9:02:44 PM | medium term cautious down | 20 days later | +1.87% | -0.94% |
| 1/20/2026 6:00:07 PM | short term up | 5 days later | +0.02% | +0.02% |
| 1/9/2026 6:25:43 AM | short term cautious down | 7 days later | -0.12% | +0.06% |
| 1/7/2026 9:00:08 PM | short term cautious down | 5 days later | +5.87% | -2.93% |
| 12/22/2025 9:48:16 PM | short term up | 6 days later | -0.51% | -0.51% |
| 12/22/2025 7:55:54 AM | long term down | 62 days later | +13.58% | -13.58% |
| 12/19/2025 10:53:44 PM | medium term down | 21 days later | +2.57% | -2.57% |
| 12/19/2025 9:48:49 PM | short term up | 7 days later | +0.12% | +0.12% |
| 12/18/2025 1:08:16 PM | short term cautious up | 5 days later | +2.98% | +1.49% |
| 12/17/2025 2:09:01 PM | short term cautious down | 5 days later | +3.97% | -1.99% |
| 12/16/2025 11:40:23 PM | short term sharp down | 5 days later | +3.70% | -5.55% |
| 10/23/2025 2:05:44 PM | short term sharp up | 5 days later | -1.66% | -2.49% |
| 10/22/2025 11:01:29 PM | short term cautious down | 5 days later | -2.65% | +1.33% |
| 10/21/2025 9:16:26 PM | short term cautious down | 5 days later | +4.80% | -2.40% |
| 10/20/2025 6:00:17 PM | short term cautious down | 6 days later | +6.04% | -3.02% |
| 9/30/2025 11:07:33 PM | short term down | 5 days later | -0.15% | +0.15% |
| 9/30/2025 7:44:54 AM | short term cautious down | 5 days later | -0.15% | +0.07% |
| 9/29/2025 7:07:25 AM | short term cautious down | 6 days later | -1.09% | +0.55% |
| 9/29/2025 7:07:25 AM | short term down | 6 days later | -1.09% | +1.09% |
| 9/24/2025 7:52:42 AM | short term up | 5 days later | -4.02% | -4.02% |
| 9/19/2025 10:47:12 AM | short term down | 7 days later | +1.29% | -1.29% |
| 9/9/2025 8:33:16 PM | short term up | 5 days later | -0.58% | -0.58% |
| 9/8/2025 11:19:17 PM | short term up | 6 days later | +1.07% | +1.07% |
| 9/8/2025 11:11:54 AM | short term cautious up | 6 days later | +1.07% | +0.53% |
| 9/8/2025 8:18:05 AM | short term down | 6 days later | +1.07% | -1.07% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | +1.67% | -1.67% |
| 9/5/2025 7:27:44 AM | medium term cautious down | 21 days later | +1.91% | -0.96% |
| 9/4/2025 11:19:15 AM | short term down | 5 days later | +2.91% | -2.91% |
| 8/14/2025 11:46:57 PM | short term up | 5 days later | +0.65% | +0.65% |
| 8/11/2025 10:07:32 AM | short term cautious down | 6 days later | +0.40% | -0.20% |
| 8/8/2025 10:13:14 AM | short term sharp down | 7 days later | -0.84% | +1.27% |
| 8/5/2025 10:44:07 AM | short term down | 5 days later | -0.61% | +0.61% |
| 8/4/2025 9:08:09 PM | short term cautious down | 6 days later | -1.84% | +0.92% |
yields
The guest mentions 'chipflation' forcing the BOK to potentially hike, and the broader context of global central banks (Fed, BOJ) being hawkish or behind the curve, which typically pushes yields higher.
