@LongBlueChip (US Stock)

The Market’s Core Question Today “The Fed has cut — now the market is asking what comes next.” As we move deeper into December, market focus has clearly shifted away from the rate cut itself and toward the path of policy beyond it. The debate is no longer about whether

The Market’s Core Question Today “The Fed has cut — now the market is asking what comes next.” As we move deeper into December, market focus has clearly shifted away from the rate cut itself and toward the path of policy beyond it. The debate is no longer about whether

UnitedHealth Group (UNH) multiple times to Korean clients as a core defensive holding, especially during volatile periods like late 2025 when the stock faced significant pressure from elevated medical costs and regulatory scrutiny. Here are the key reasons why UNH stands out as a compelling pick for Korean investors seeking

Market Starting Point Today: “Rate cuts have begun — but the pace is slowing.”** Following the Fed’s recent rate cut, markets have moved past the headline and focused on the speed and intent of the easing cycle. Chair Powell acknowledged progress on inflation but made it clear that policy easing

For global investors following U.S. equities, bonds, and FX Global Macro — Stabilization Continues, but Strength Is Uneven * Global PMIs (Nov): Manufacturing holding around 50, Services in the 51–52 range → the global economy is maintaining a slow-expansion pace. * Inflation tone: Headline inflation across major economies continues to cool, but

NVIDIA's been the belle of the ball for every portfolio pitch this year, and while it's earned its stripes, Korean investors like you are wise to seek edges beyond the obvious AI frenzy. With the Kospi up over 15% YTD amid export resilience but still sensitive

For global investors following U.S. markets 1. Global Macro – Expansion Signals Hold, but Momentum Remains Limited ■ Global PMI (Nov): Manufacturing 50.3, Services 51.1 The global economy continues to operate in a slow-expansion regime. The upside is limited, but the downside risk of recession has materially faded. ■ Inflation:

For global investors tracking U.S. markets Global Macro * Global PMIs (Nov): Manufacturing holding near 50, Services in the 51–52 range → global economy remains in slow but stable expansion. * Inflation pulse: Headline inflation continues to ease, but core inflation stays sticky in most major economies. * Global liquidity: M2 growth

For investors tracking U.S. equities, bonds, and FX Global Macro Overview * Global PMIs (Nov): Manufacturing 50.3, Services 51.1 → global activity remains in slow-expansion mode. * Global inflation pulse: Headline inflation easing across major economies; core inflation still sticky. * Liquidity: Global M2 growth has turned positive for 3 consecutive