Topics

Macro

Global rates, inflation, and geopolitical risk — their real impact on your portfolio.

All US Stocks Crypto KR Stocks Macro AI & Tech Money Flow

미국 20대 도시 절반이상 집값 하락 — 3월 케이스-실러, 2023년 7월 이후 최저

Over Half of America's Largest Cities See Home Price Declines — Case-Shiller Hits Weakest Since July 2023

The S&P Case-Shiller March reading showed more than half of 20 major US cities posting year-over-year declines. Seattle led losses at -2.5%, while Chicago and New York bucked the trend with gains above 4%.

What a Kevin Warsh-Led Fed Means for Big Bank Stocks: Deregulation vs. Quantitative Tightening

May 22, 2026, 11:03

인플레이션 공포가 산업금속을 흔든다 — 구리 $13,477, 알루미늄·아연 공급망 이중 압박

Macro

Inflation Fears Rattle Industrial Metals — Copper at $13,477, Aluminum and Zinc Face Dual Pressure

May 22, 2026, 11:01

펜타곤 창고에 답이 있다 — 2027 DFARS 마감이 부른 전자폐기물 핵심광물 혁명

Macro

The Answer Is in the Pentagon's Own Warehouses — How the 2027 DFARS Deadline Is Driving an E-Waste Critical Minerals Revolution

May 22, 2026, 11:00

클리블랜드 연준 장기 인플레이션 전망 19년 만에 최고 — 2007년 직전과 같은 패턴, 지금 시장은?

Macro

Cleveland Fed's 5-Year Inflation Expectation Hits 19-Year High — The 2007 Pattern Has Returned

May 22, 2026, 10:58

Macro

Trump Pulls AI Executive Order Hours Before Signing — "I Just Hate Regulation"

President Trump canceled the signing of a major AI and cybersecurity executive order hours before the ceremony, citing that regulation would interfere with America's AI lead over China. David Sacks, Elon Musk, and Mark Zuckerberg all spoke with Trump the night before.

Turkey Markets Crash 6% With Circuit Breaker Triggered as Court Voids Opposition Leader

Turkish markets crashed 6.1% and triggered a circuit breaker after an Ankara court voided the CHP opposition party's 2023 congress, removing leader Ozgur Ozel and handing Erdogan a tighter grip on power. Five-year CDS surged to 261 basis points.

BNP Paribas Warns Fed Rate Hike Is Possible as CME Odds Jump From 10% to 50% in Two Days

CME FedWatch odds of a Fed rate hike jumped from 10% to 50% in two days. BNP Paribas says hikes are possible only in a world of bad choices, but the 30-year Treasury has crossed 5% and PCE inflation is back at 3.5%.

Paul Tudor Jones: AI Bull Market Has "Another Year or Two" Left — But "Breathtaking Corrections" Are Coming

Billionaire investor Paul Tudor Jones says the AI bull market has another one to two years to run but warns breathtaking corrections lie ahead. He likens the current AI moment to when Microsoft launched in 1981 and sees the cycle as 50-60% complete.

Gundlach Says Fed Rate Cuts Are "Just Not Possible" as 2-Year Treasury Sits 50bp Above Policy Rate

DoubleLine Capital CEO Jeffrey Gundlach ruled out near-term Federal Reserve rate cuts, citing a 50-basis-point premium of 2-year Treasury yields over the federal funds rate as a definitive signal from the bond market.

OpenAI Opens First Overseas AI Lab in Singapore With S$300M Commitment as Google Expands AI Deals

OpenAI is establishing its first overseas AI lab in Singapore with a S$300 million commitment, while Google simultaneously expanded AI cooperation into education, healthcare, and scientific research. The dual deals validate Singapore's strategy of positioning itself as a neutral AI hub between the US and China.

Polymarket and Nasdaq Launch Prediction Markets on OpenAI, Anthropic IPO Timing

Polymarket is teaming up with Nasdaq Private Market to let investors bet on private company valuations and IPO timing, starting with OpenAI and Anthropic. The move marks prediction markets evolving from speculative entertainment into private-market price discovery infrastructure.