Global Economic Insights

Market data showed that the Korea Composite Stock Price Index (KOSPI) plunged as much as 8% intraday, falling below the 8,400-point mark. In terms of individual stocks, the “memory chip duo” both suffered heavy losses. SK Hynix fell more than 11%, while Samsung Electronics dropped over 8%. June 23 – Concerns over the excessive expansion

Micron Technology announced on Monday (June 23) a strategic collaboration agreement with Anthropic, covering memory and storage product supply, AI architecture design research, and strategic investment by Micron in Anthropic’s Series H financing round. Although the financial details were not disclosed, the agreement underscores a rapidly strengthening signal: the competitive battleground for AI infrastructure has

Last week, hedge funds became net sellers of global equities for the first time in five weeks, with the largest sell volumes recorded in North American and European markets. During the week of June 12-18, hedge funds shifted to net selling, with the expansion of short positions broadly outpacing long buying across all sectors. Among

Following Goldman Sachs, another major Wall Street bank has sharply cut its gold price forecast, signaling that gold prices may struggle to return to their peak in the near term. As investors grow increasingly cautious about the U.S. monetary policy outlook and investment demand for gold cools, Deutsche Bank has significantly lowered its gold price

① PwC forecasts that global M&A transaction value will reach $4 trillion in 2026, marking the strongest level since 2021. ② Currently, the share of large-scale M&A deals has increased, with an expected year-over-year growth of 40% in 2026. ③ Analysts note that the artificial intelligence boom is driving frequent large-scale transactions, reshaping industry dynamics,