[손경제] 엔캐리 트레이드 | 반도체 비관론 | 홈플러스 | 20260706(월)

#Japan #InterestRateHike #Yen #Won #Dollar #Investment #InterestRate #BigShort #MichaelBurry #AI #SemiconductorStocks #Memory #Semiconductor #Homeplus #Bankruptcy #CorporateRehabilitation #Rehabilitation #EconomicNews #SonEconomy #ReporterLeeJinwoo ※Host: Reporter Lee Jinwoo [In-depth Economic News] 1) 1:29 Growing fear of 'Yen Carry liquidation' due to possibility of Japan's interest rate hike 2) 4:30 Even the protagonist of 'Big Short' is short selling... Pessimism about semiconductors spreads 3) 9:45 Homeplus rehabilitation fails... Bankruptcy if 200 billion won cannot be secured Reporter Cho Mi-hyun, The Korea Economic Daily Reporter Kim Geun-hee, Money Today [Friendly Economy] 19:15 If Hynix lists ADRs, what happens to dividends and voting rights? Listener Shin Young-jun 20:36 What are the upper and lower price limits for 2x leveraged ETFs? Listener Ma Jae-young ◈ Broadcast Time: Weekdays 08:30 AM – 08:56 AM