The long holiday is over. We can predict the

The long holiday is over. We can predict the market’s movement today. The U.S. market has not moved much in the past week, and the key is whether the market will maintain its movement on the 2nd. It will depend on whether it will die or not. The prolonged investment negotiations with the U.S., the Japanese yen’s decline, and the euro’s decline due to European economic pessimism have led to the dollar index exceeding 99 and our offshore exchange rate exceeding 1,420 won.

Yesterday, the lack of MS cloud facilities will still increase the installation capa of the cloud and AI industries, so we expect that the demand for semiconductors will continue to increase. Since semiconductors live only when semiconductors live, we also hope that the rise of semiconductors will continue due to patriotism. However, talking about margins in the AI industry can induce investors to trade propit-taking, so we will have to wait and see.

We are waiting for a happy ending where cash investments will be less than 5% and tariffs will be set at 15% out of the $350 billion in U.S. investment in the U.S. Japan’s competitiveness with the yen and 15% tariffs is ahead of us, so a quick settlement has become urgent.

We are also worried about the difference between the views of the Trump administration and the South Korean employees who were dispatched were handcuffed and chained to the U.S. immigration office at the LG Ensol plant in Georgia. It is an excessive crackdown by anyone, but a week has passed since the expression of regret has been made. If MAGA forces express regret to our country in an atmosphere where they are enthusiastic about cracking down on immigrants and praising Trump, it would mean a departure of MAGA forces, so the governor of Georgia and the U.S. presidential office expressed regret a week later.

Trump to the Fasho and MAGA to the extreme right, now politics is forced to accept extreme demands for its own side. It is very much the same atmosphere as in the 1920s and 1930s when Fashoism emerged. The national power, which is also an opposition party, has turned into a party representing the Taegeukgi, the Unification Church, and the SAVE KOREA forces as they control their party.

Trump is sending the National Guard to a strong Democratic state and blaming the assassination of Charlie Kirk on Antifa, calling it a far-left force. Antifa literally stands for Antifa, and refers to a group that opposes fascism. This is a movement that took place when Hitler’s Nazis appeared, and it is ironic that the Antifa movement takes place in the United States, which is recognized as a representative country of democracy after almost 100 years.

Antifa In the pronunciation of the American children, Antifa (the accent is ahead) is driving the group to the far left and the nation’s shadowy organization, which is scary how far Trump will go. It is a fake news to see a leader threatening to give a Nobel Peace Prize through a truce that was made by threatening Israel and Hamas for his sake. If the peace prize is announced today, how much more would he do if he fails to get it? Rather, we will have to cut our export tariffs to the U.S. to 25 percent as fast as Japan and the EU. Some people are disappointed that the APEC gathering in Gyeongju will conclude late this month. Anything will have to be fruitful in the Korea-U.S. summit, so until then, there will be fruitful results. Anyway, stock factories will start operating from today. I hope you make a successful investment……