물가는 낮추고 갈등은 키우고...트럼프式 선거 생존전략ㅣ신윤정 SK증권 연구원

Market Insight (11:30 ~ 13:00) Thursday, July 23, 2026 📊 Today's Market Key Summary With the Middle East war dragging on and the U.S. midterm elections approaching, attention is focused on the Trump administration's policy direction. We examined with SK Securities Research Analyst Shin Yoon-jung how energy price stability, tariffs, and a hardline stance against China will affect the U.S. economy and inflation in the second half of the year, and how the Federal Reserve's monetary policy might change. 🎙 Guests Anchor Kim Ho-jung Shin Yoon-jung, SK Securities Research Analyst 🔎 Key Points 1️⃣ Trump Ahead of Midterm Elections: Will Policy Changes? Trump's Approval Rating Below 40%... Burden on Republicans Maintaining Majority Election Environment Challenged by Simultaneous Slowdown in Disposable Income and Consumer Sentiment Increasing Possibility of Executive Policies Utilizing Administrative Authority Rather Than Large-Scale Fiscal Stimulus 2️⃣ Energy, Tariffs... Key Variables for Inflation Focus on Energy Price Stabilization Policies and the Possibility of a Truce Possibility of Additional Tariffs by Item After the Expiration of Section 122 Potential for the Pace of Price Decline to Slow as Tariff Burdens Accumulate The Fed Expected to Respond Prudently, Focusing on Data Verification Rather Than Interest Rate Cuts 3️⃣ US-China Conflict and AI Industry Outlook The Hardline Stance Against China Likely to Continue Even After the Election As AI is a Core Industry for National Security and Productivity, Investment Is Expected to Continue Regardless of Changes in Administration Even if the Democratic Party Wins, the Likelihood of Significantly Weakening AI Support Policies Is Limited 4️⃣ Checkpoints for the US Economy in the Second Half While Perceived Economic Slowdown Will Continue, the Possibility of a Sharp Recession Is Limited Consumer Sentiment, Corporate Margins, Tariff Policies, and Budget Negotiations Are Key Variables Fed Policy and the US-China Conflict Are Expected to Determine the Direction of Global Financial Markets 💡 Conclusion "In the second half of the year, the US economy is more likely to experience a moderate slowdown rather than a sharp recession. Policy changes ahead of the midterm elections, tariffs, and energy prices are key variables that will influence inflation and the Fed's monetary policy, and "The AI ​​industry is highly likely to continue its growth as a strategic industry regardless of changes in government." #KOSPI #KOSDAQ #Semiconductor #SamsungElectronics #SKHynix #NVIDIA #JensenHuang #SpaceX #IPO #InterestRate #CPI #FOMC #ExchangeRate #OilPrice #AI #MarketInsight #KimHoJung #ShinYoonJung #MacroInsight #Trump #USMidtermElections #Tariffs #Inflation #Fed #USEconomy #EnergyPrices #USChinaConflict #AIPolicy #InvestmentStrategy ────────────────────────── 🎯 Investment decisions are all about information. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ────────────────────────── △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! ────────────────────────── ◇ Korea Economic TV Official Channels & Business YouTube Subscribe: https://bit.ly/45pz6GK YouTube LIVE:    • Video   Collaboration & Business Inquiries: [email protected] ────────────────────────── ◇ Korea Economic TV Website: http://www.wowtv.co.kr Plus Friend: https://pf.kakao.com/_xbcxlxgd Twitter:   / hkwowtv   Facebook:   / hkwowtv   Program Schedule: https://bit.ly/47q2caY ────────────────────────── ◆ Subscribe to Korea Economic TV Family Channels! News: [Hankyung TV News]    / 한국경제tv뉴스   Stocks: [Money Farm Korea Economic TV]    / @hkmoneyfarm   Stock App: [Korea Economic TV Crypto]    / @hktv_crypto   Education: [Minerva Academy] https://www.minervaacademy.co.kr/ ────────────────────────── ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. ⚠️ Viewing Precautions ※ This content is for reference only for investment purposes. You are solely responsible for any investment decisions. #KoreaEconomicTV #WowNet #StockWindow #Partner #Economy #Securities #Wow #WOWTV