📈케빈 워시 시대 개막, 연준 프레임워크 대격변기! 지금 시장이 보고 있는 '진짜 위험' 따로 있다 | 오건영 신한 프리미어 패스파인더 단장

#USTreasury #ExchangeRate #Fed #KevinWarsh #OilPrices #MiddleEastWar #Inflation 🔥 The market is at a new high, so why is it so unstable? ✔ The dawn of the Kevin Warsh era ✔ Re-emergence of interest rate hike possibilities ✔ Warning of a ‘triple whammy’ of high oil prices, high exchange rates, and high interest rates ✔ Will inflation not end even if the war ends? ✔ Even the possibility of a bond market shock What Oh Gun-young, Head of Shinhan Premier Pathfinder, says: “What you really need to watch in the market right now” 📌 Changes in the Fed framework 📌 Scenarios of a prolonged Middle East war 📌 The relationship between US debt and AI growth 📌 The era of the exchange rate new normal 📌 Why FOMO is dangerous right now “The market is good, but… something feels off” We have summarized the reasons why the current bull market is viewed with anxiety. This broadcast is a video recorded on Friday, May 15. 📊 Table of Contents 00:00 Highlights 00:53 Oh Gun-young, Head of Shinhan Premier Pathfinder 01:58 Key Points to Watch During the Great Transformation of Global Financial Markets 04:35 The Era of Warshnomics: Changes in the Monetary Mechanism Structure 07:53 Is the Kevin Warsh Regime Market-Friendly? 12:32 Inflation Fear Reignites: Interest Rate Cuts Off the Brink? 17:08 Why the US Economy Remains Robust Despite Prolonged High Interest Rates 20:40 Surge in US Debt Burden: An Economic Warning Sign for the Second Half? 26:02 The Meticulous Strategy Behind Trump's 'Weak Dollar' Policy 27:45 Is the Era of the Dollar-Won Exchange Rate at 1,500 Won Solidifying? 30:11 Portfolio Strategies to Survive in a Shaky Market [Cast] Host | Announcer Jang Ye-jin Guest | Oh Gun-young, Head of Shinhan Premier Pathfinder [Production Team] Director | Writer Kim Chae-eun | Assistant Director Lee Hwa-yeon | Park Shin-hee, Jeon Ju-won #OhGunYoung #KevinWarsh #Fed #InterestRateHike #BondMarket #ExchangeRate #HighExchangeRate #HighInterestRates #HighOilPrices #USStockMarket #AIBubble #EconomicOutlook #Inflation #Bitcoin #StockInvestment #FOMO #Portfolio #PersonalInvestment 💸 US Stocks at Wow Global https://www.wowglobal.co.kr 🤝 Collaboration and Business Inquiries [email protected] 📭 Wow Global Telegram https://t.me/HKwowglobal 🏘️ Wow Global Family Channels ○ [Korea Economic TV]    / @hkwowtv   ○ [Korea Economic TV News]    / 한국경제tv뉴스   ○ [WowNet]    / 와우넷w   ○ [Stock Window]    / stockw   ---------------------------------------------------------------------------- ※ This broadcast is for investment advice only, and the investor is solely responsible for investment decisions and results.