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Inflation and the U.S. National Debt(미국 인플레이션의 의도)

Inflation and the U.S. National Debt Debt & Dollars The Mechanic Dashboard The Debate History Inflation and the U.S. National Debt A hidden economic lever or a dangerous game? Explore the complex relationship between the value of money and a nation’s borrowing. How Inflation Erodes Debt When inflation rises, the real value of fixed debt […]

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The Circular Megadeals Reshaping the AI Infrastructure Landscape (AI 순환투자 문제없나?)

(Industry Analysis, 2025 Edition) 1. Executive Summary The global AI ecosystem has entered an era defined not by algorithmic novelty but by control of compute — the chips, data centers, and power that fuel intelligence at scale.Between 2023 and 2025, a web of symbiotic “circular megadeals” emerged among model developers, chipmakers, and cloud providers —

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Mini NASDAQ 100 Futures Market Analysis Report(2025.10.10)

Report Date: October 10, 2025 Mini NASDAQ 100 Futures Prices for October 10, 2025 Price Type Price (USD) High 25,388.00 Low 24,158.50 Open 25,287.75 Close 24,397.00 Explanation of Price Movements On October 10, 2025, Mini NASDAQ 100 futures experienced significant volatility, ultimately closing lower. The day commenced with an initial cautious sentiment driven by the

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Global AI Investment: Bubble or Sustainable Boom?(AI 투자 버블인가?)

AI Investment: Boom or Bubble? AI Investment Analysis Boom, Bubble, or Something New? The Trillion-Dollar Question In the last two years, investment in Artificial Intelligence has exploded, reshaping markets and driving economic growth. Global AI-related spending is projected to reach $1.5 trillion by 2025. This unprecedented surge has sparked a critical debate: are we witnessing

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Outlook for South Korean Macroeconomic for 2026

South Korea 2026 Macroeconomic Scenarios: Summary This report analyzes South Korea’s macroeconomic outlook for 2026, presenting three distinct scenarios to inform risk management strategies. The outlook is shaped by global economic conditions, U.S. trade policy, and significant domestic imbalances. The central feature of the economy is a “K-shaped” dynamic, where a booming, AI-fueled semiconductor sector

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Comparative Impact of Central Bank Policy Rates on NASDAQ and KOSDAQ

나스닥 또는 코스닥 어디에 투자해야 하나 ? Interactive Market Analysis: US vs. Korea Policy Rates & Market Reactions An Interactive Report on the Comparative Impact of Central Bank Policy on NASDAQ and KOSDAQ (2005–2025) Executive Summary Deep Dive: U.S. NASDAQ Deep Dive: Korean KOSDAQ Core Analysis: Why They Differ Report Introduction Over the past two

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US Stagflation Scenario Analysis from investment perspective

Interactive Stagflation Analysis Dashboard Stagflation Analysis An Interactive Economic Dashboard Data as of: Q3 2025 Dashboard Drivers Scenarios Policy Simulator Risk Calculator Economic Snapshot This section provides a high-level overview of the key indicators defining the current stagflationary risk environment. These metrics form the basis of our deeper analysis. Inflation (Core PCE, YoY) 3.5% ▲ Trending

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Mini NASDAQ 100 Futures Market Analysis Report

Report Date: 2025-09-05 1. Mini NASDAQ 100 Futures Prices for September 5, 2025 The Mini NASDAQ 100 futures market experienced varied movements on September 5, 2025, influenced by a mix of economic data and corporate news. Based on the available data, the estimated prices for the September 2025 contract (NQU25/NQMAIN) are as follows: Mini NASDAQ

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Mini NASDAQ 100 Futures Market Analysis Report(2025-08-26)

Report Date: 2025-08-26 Prices for 2025-08-26 METRIC PRICE (NQU25) Open 23,505.75 High 23,520.25 Low 23,371.50 Close 23,591.50 Explanation of Price Movements On August 26, 2025, Mini NASDAQ 100 futures (NQU25) experienced notable volatility, initially declining before staging a late-day rally to close higher. Early market weakness was primarily attributed to political turbulence following President Trump’s

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