CPI 호재에도 웃을 수 없는 이유…트럼프 '이란 재봉쇄'가 남았다ㅣIBM 주가 쇼크…또 한 번 AI發 '사스포칼립스'ㅣ손석우ㅣ이화진ㅣ윤진

#USStockMarket #CPI #Inflation #InterestRateFreeze #FinancialStocks #SemiconductorRebound #IBMShock #SamsungElectronicsADR #KoreaEconomicTV #HangeulMa #HankyungGlobalMarket 📈 Host: Anchor Son Seok-woo 📈 Guests: ■ Yoon Jin | Black Quant Equity ■ Lee Hwa-jin | Deputy Manager, Gwanghwamun Premier Center, Meritz Securities 📌 Today's Market Key Summary • While the June CPI fell short of expectations confirming a slowdown in inflation, the Nasdaq rebounded driven by semiconductor-led covering amidst coexisting tension as oil prices broke the $80 mark again due to recent armed conflicts. 🧩 Key Issues (8) 1️⃣ Confirmation of inflation slowdown as June U.S. headline and core CPI fall short of expectations 2️⃣ Oil prices break $80 again due to resumption of U.S.-Iran airstrikes and Trump's declaration of tolls 3️⃣ Value of energy sector inclusion highlighted as an inflation hedge amid oil price volatility 4️⃣ Fed Chair Kevin Warsh expresses determination to fight inflation, leading to increased bets on a September freeze 5️⃣ Tech stocks take a hit due to weak IBM Q2 preliminary results and declining profit margins in software infrastructure 6️⃣ Earnings announcements by major financial stocks such as JPMorgan and BofA, and outlook on gains and losses by interest rate phase in the second half 7️⃣ Goldman Sachs refutes claims that the semiconductor market has peaked and identifies recent volatility as a factor for ETF liquidation 8️⃣ Bloomberg report on Samsung Electronics pursuing U.S. ADR listing followed by the company's official denial 🧩 Market Summary • Pressure for interest rate hikes eased by relief in inflation indicators, but software from IBM The shock weighed on tech stocks across the board, and in terms of supply and demand, strong technical rebound buying flowed in, centered on memory and semiconductor equipment stocks that had recently undergone over-correction. 🎯 Summary 👉 Amid conflicting signals of slowing inflation and oil price instability originating from the Middle East, market funds are diversifying into filling oversold semiconductor stocks ahead of earnings releases and into defensive energy stocks. △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! -------------------------------- ◇ Subscribe to Korea Economic TV YouTube https://bit.ly/45pz6GK ◇ Korea Economic TV YouTube LIVE    • Video   ◇ Collaboration and Business Inquiries [email protected] -------------------------------- ◇ Korea Economic TV Website: http://www.wowtv.co.kr Kakao 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 is [Hankyung TV News] / Korea Economic TV News Stocks is [Money Farm Korea Economic TV / @hkmoneyfarm] Stock App [Korea Economic TV Crypto] / @nktv_crypto Education is [Minerva Academy] attps://www.minervaacademy.co.kr/ -------------------------------- ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. -------------------------------- ※ This content is for reference only for investment purposes, and you are solely responsible for any investment decisions. ------------------------------------------------- 🎯 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