Thursday, January 9, 2025 at 7 PM Infomax Live 💁🏻‍♂️Guests: Jongyeon Park, Head of Securities Operations at IBK Pension Insurance, Minsoo Kim, CEO of Lemon Research, Seongwoong Lee, Director of Glowone Partners 💁🏻‍♂️Hosts: Announcer Jinhyeok Cho, Yeolmae Kim, Head of Strategy and Research at Koramco Asset Management 1:14 Part 1 What to watch in the financial market at the beginning of the year? What is the sign that the US 10-year Treasury yield is in sight of 5%? Judgment based on inflation and bond supply and demand situation What is the interpretation of the favorable US economic indicators in December? What is the outlook for monetary policy under Trump's second term & a hawkish Fed? Will Trump's second term lead to a strong dollar? What are the factors that will ease the weakness of the won? Will there be a third consecutive interest rate cut due to an increase in downward factors for the Korean economy? What is the outlook for the Korean and US stock markets? Which sectors should we pay attention to now? What is the portfolio strategy? (Park Jong-yeon, Head of Securities Operations, IBK Pension Insurance) 1:03:25 Part 2: Continued strong buying by foreigners, what does it mean? How high are the expectations for SK Hynix and Nvidia? (**Choi Tae-won meets Jensen Huang) Bernstein, semiconductor trends for 2025 Domestic stock market, changes in indices and industries compared to last year? Things to watch in the January market How will Hyundai Motor Group make its largest-ever domestic investment? JP Morgan HC Conference, what will be its market impact? What is the interpretation of Trump's 'revival of the Monroe Doctrine'? What is the background to Trump's 'intention to return the Panama Canal'? Will the strength of robotics stocks continue? LG Ensol's 4Q deficit, will the secondary battery cold spell continue? "Jackson Huang, quantum computing will take 20 years" Related stocks plummet, what is the response? (* IONQ plunged about 40% on the New York Stock Exchange the day before) (Kim Min-soo, CEO of Lemon Research, Lee Seong-woong, Director of Glowone Partners) 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 Soo-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... 📺 Watch on TV Meet Yonhap News Economic TV! 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 #stock #Tesla #aerospace