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Showing posts with the label FOMC

KOSPI Hits 9,000: How the FOMC and AI Semiconductor Boom Are Reshaping Korean Stocks

The June 2026 FOMC meeting attracted significant attention from investors worldwide. While the Federal Reserve kept interest rates unchanged, markets focused on a different story: artificial intelligence and semiconductor growth. As AI investment accelerated globally, South Korea's stock market achieved a historic milestone. The KOSPI index surpassed 9,000 points for the first time ever, driven primarily by semiconductor stocks.

[June FOMC] New Fed Chair Kevin Warsh's First Test: US Interest Rate Outlook and Global Market Strategies by Scenario

All eyes in the global financial markets are locked on Washington, D.C. this week. The results of the June 2026 FOMC (Federal Open Market Committee) meeting, which will dictate the direction of the global economy, are set to be released this Thursday morning (Seoul time). This particular meeting is drawing unprecedented attention as it marks the first official monetary policy test under the leadership of the newly appointed Fed Chair, Kevin Warsh , succeeding Jerome Powell. With geopolitical tensions in the Middle East pushing international crude oil prices higher and the US Consumer Price Index (CPI) rebounding to the 4.2% level, the Fed's anticipated path toward rate cuts has hit a massive roadblock. Let’s dive into the key watchpoints of the June FOMC and analyze how the interest rate decision will impact Korean stocks, US equities, and the global economy under different macro scenarios. 1. June FOMC Major Schedule (NY vs. Seoul Time) This meeting is a ...