Bank of Korea pivots to hikes on AI boom
The BoK raised rates for the first time in over three years as surging chip exports fuel inflation and growth, in a shift that could help contain won weakness.
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The BoK raised rates for the first time in over three years as surging chip exports fuel inflation and growth, in a shift that could help contain won weakness.
Oil prices drop while metals and stock markets rise after the two sides announced an interim deal, but risks still loom.
The Fed, the ECB, the BoE and other major central banks announce pivotal policy decisions in June, as inflation pushes them toward a hawkish stance but growth risks call for caution.
A resilient U.S. economy and stubborn inflation are forcing markets to rethink rate cuts, keeping bond yields elevated while making equity leadership increasingly selective.
President Trump said he will raise tariffs on EU auto imports to 25%, exacerbating a tough external environment already strained by the Middle East conflict and mounting competition from Chinese rivals.
Oil, the USDOLLAR, gold, and the UK100 are all at key turning points, with geopolitical tension and oil-driven inflation set to dictate the next major market moves.
Oil is setting the macro tone, and with tensions easing, markets look calm but poised for a larger move.
Tracking important market threads across currencies, commodities, and indices.
In a volatile and shock-driven 2026 market, where the broader uptrend remains intact despite macro uncertainty, patient investors who selectively buy dips driven by short-term fear rather than structural weakness are consistently better positioned to capture opportunity.
Gold is supposed to go up when the world gets dangerous. That's the shorthand most traders have carried for years, and for much of 2025 it held true. XAU/USD surged 65% over the course of the year, driven by geopolitical uncertainty, central bank buying, and a weakening dollar. It hit an all-time high of $5,589 per ounce in late January 2026. Then a war started, and gold fell sharply. Between…
Private credit, a roughly $2 trillion market that grew rapidly as banks retreated from lending after 2008, is now facing its first real test as rising interest rates, investor withdrawals, and signs of borrower stress expose liquidity and valuation risks built during years of cheap money.
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