Korean Stock & Equity Research

Macro & Policy/Currency & Rates

Two CPI prints in five weeks briefly convinced markets the Fed's inflation fight was largely over. Then Middle East tensions pushed oil up 20% in two weeks, Fed Chair Kevin Warsh publicly warned against declaring victory, and SK Hynix's new Nasdaq-listed shares traded 49% above their Seoul price with no easy way to close the gap. July 2026 was a useful reminder that in interconnected markets, a ..