2024. 12. 16. 11:16ㆍU.S. Economic Stock Market Outlook
The first round of uncertainty about martial law has been resolved by the impeachment, but from now on, it is time for the second round of uncertainty until the acceptance of the impeachment. The movement of the ruling and opposition parties to seek power will become a variable. Joint Chiefs of Staff and Kwon Mo-sul will definitely stage a fight. ... Moreover, uncertainty is still ongoing that Prime Minister Han Deok-soo, who has been accused of assisting civil war, has become the acting president. He is also expected to find a way out as he could be arrested for assisting civil war if the investigation proceeds. Can one expect resonance and competition from someone who destroyed democracy without thinking under Yoon Seok-ryul? When a person's armband is filled, one's mind changes. One should always consider the possibility for bad thoughts.
The market is predicting the impeachment and showing the index before martial law. The exchange rate will not be below 1,400 won. France's credit rating also declined over the weekend. The eurozone will continue to cut interest rates and depreciate the exchange rate due to the recession, and China is likely to take a weak yuan in preparation for the imposition of Trump's tariffs. Korea also has to raise the exchange rate, not lower it, and interest rates will have to fall further. Yoon's shovel blew the time to prepare for the Trump era. If the economy collapses, it will be Yoon's biggest sin.
Today, our stock market may cheer with impeachment. The word that stuck in my head from the weekend was "sell on fact." The frame shifted from political to economic. It's time to think about economic issues coolly. The more I watch AI-related books and YouTube, the more annoying it gets. I can't believe I was worried about dictatorship and totalitarianism when I was preparing for the future...
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