00:08한국은 비율이 1% 이상 사기 있는 10-year Treasury yield은 5%
00:16한국은 비율이 빠르게 인정된 수준에 2년을 더 빠르게 지급한 기준입니다.
00:22다음은 일요일에 23년에 2년을 더 높아졌습니다.
00:28한국은 비율이 2년을 더 높아졌습니다.
00:2925 basis points this month, its first hike since July 2023, and investors are debating whether this
00:37is a one-and-done move like 1997 or the start of a new tightening cycle. Fed Chair Kevin Warsh
00:45has modeled himself on Alan Greenspan, who navigated a similar single-hike scenario in 1997
00:50without further tightening. But persistent Middle East conflict and a strained U.S. fiscal position
00:56make a repeat of that outcome far less certain this time. Here's what the numbers show. The Fed's
01:02September projections put fourth-quarter core PCE inflation at 3.4 percent, GDP growth at 2.3 percent,
01:12and unemployment at 4.1 percent. The 10-year Treasury yield hit 4.962 percent, with markets pricing in at
01:19least one more Fed rate hike this year. Korea's short-maturity corporate bond issuance jumped to
01:2541.8 percent of new debt this month, up from 24.7 percent in August, and the highest share in
01:31nearly two years. Five-year A, A-minus corporate bond yields in Korea rose from 3.79 percent at the
01:38start of the year to 4.89 percent by September 21. Korea and the U.S. reached a nuclear power
01:45framework covering eight reactors, including two of Korea's APR-1400 model, unlocking a market worth
01:53an estimated $1.5 trillion. Of the initial $10 billion in U.S. investment funds, Korea secured
02:00a commitment to redirect that cash into orders for its own nuclear equipment makers, rather than a
02:06straight cash transfer. CATL shares fell 24.04 percent in September alone as Chinese automakers
02:14diversify battery suppliers, even though CATL still holds close to half the Chinese market.
02:20SB Energy postponed its IPO past a targeted $50 billion valuation, as Wall Street grows more
02:27cautious on data center investments ahead of the U.S. midterm elections. So what does this mean for
02:33global investors in Korea? Earlier, we flagged the Fed's hawkish tilt against a backdrop of
02:38geopolitical risk. Here's what that actually means for you. Rising U.S. yields and a tighter Fed
02:45raise the bar for capital staying in Korean assets, even as the nuclear deal and Korea's own credit
02:50markets show where structural opportunities and stress points both sit. Watch three things.
02:56Whether the Fed delivers the additional hike markets or pricing in, how the APR-1400 framework
03:02translates into contracts for Korean suppliers, and whether Korea's short bond financing trend
03:07triggers renewed credit stress like the 2022 Legoland episode. That's today's AI Prism,
03:13Global Investors. This episode was produced with AI assistance based on Seoul Economic Daily reporting
03:19and reviewed by a human editor. AI Prism is a Juan Ifra award-winning series. We'll be back tomorrow.
03:26You've been listening to AI Prism from Seoul Economic Daily.
03:32For more
03:32$2500
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03:33$1800
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