Thursday, December 26, 2024 at 7 PM Infomax Live 💁🏻‍♂️ Host: Jinhyeok Jo, MC, Yeolmae Kim, Head of Strategy and Research, Koramco Asset Management 💁🏻‍♂️ Guest: Geonyoung Oh, Team Leader of WM Group, Shinhan Bank, Minsoo Kim, CEO of Lemon Research, Junwoo Kim, Head of Jamsil Financial Center, DB Financial Investment 0:43 Part 1 Why is the US 10-year Treasury yield rising so quickly? What to watch for at the December FOMC? Can interest rates be raised next year? Will the Trump budget plan fail and the conflict intensify? The won's value continues to fall against the dollar, what's behind it? The exchange rate has also broken through the 1,460 level, is there a possibility of a second foreign exchange crisis? Will the US welcome the ultra-strong dollar? What will cause the influx of capital to the US? What will be the trigger (factor) for the dollar's strength to ease for the time being? What is the outlook for the BOJ to "raise interest rates if the economic situation improves next year"? January Monetary Policy Committee, what to consider most? Portfolio strategy? (Oh Geon-young, Shinhan Bank Premier Pathfinder Group Manager) 1:00:02 Part 2 Exchange rate 'highest' in 15 years since financial crisis...what's the background? Concerns about exchange rate loss due to high exchange rate...what is the market impact? Current status of domestic stock market, what is the judgment? Philadelphia Semiconductor Index rises, what is the interpretation? Shipbuilding stocks strong due to love calls from the US and India, again 2007? Electric vehicle charger strength, what's the background? Will pharmaceutical and biotech stocks run again? Shinsegae's 'joint hands with Alibaba', what is the impact on stock prices? Will quantum computing take over the AI ​​baton? Characteristics of Seohak Ants Year-end dividend season, what is the investment strategy? How should we take our 2025 investment strategy? (Kim Min-soo, CEO of Lemon Research, Kim Jun-woo, Director of DB Financial Investment Jamsil Financial Center) Copyright (c) Yonhap News Economic TV, Unauthorized reproduction and redistribution, AI learning and use prohibited ↓↓ Yonhap News Economic TV Live Data Room ↓↓ http://infolive.einfomax.co.kr/t/info... 📚 Buy Byun Jeong-gyu's 'Super Interest Rate Super Rich' https://product.kyobobook.co.kr/detai... 📚 Buy Choi Yoon-sik's 'Bold Preparation for 2050' https://product.kyobobook.co.kr/detai... 📚 Buy Kwak Su-jong's 'Capitalism is the Enemy of Capitalism' https://product.kyobobook.co.kr/detai... 📚 Buy Park Joo-geun's 'Invest in What Does Not Change' https://product.kyobobook.co.kr/detai... 📺 Meet Yonhap News Economic TV through broadcasting! Broadcast channel guide KT 187 / SK 167 / LGU+ 171 / SK Cable 199 HCN 417 / Dlive 268 / LG Hello Vision 189 #US stocks #US stock market #NASDAQ #economy #live broadcast #Trump #KOSDAQ #KOSPI #Samsung Electronics #semiconductor #SK Hynix #US presidential election #China #secondary battery #Big Tech #NVIDIA #interest rate #Bitcoin #Doge #virtual currency #Musk #Ethereum #IRA #semiconductor #stocks #Tesla #aerospace #Oh Geon-young