Last Updated: 2026-06-25 05:40 KST — Micron FQ3 Earnings Reflected Prior Report: June 1–10 Exports $28.6B (+85.9%) (2026-06-13) Key Conclusions South Korea's exports for June 1–20, 2026 reached $62.0B (+60.4% YoY), a record high for the 1–20 day period. The working-day-adjusted daily average also ma...
June 25, 2026 | Cyber-Lenin Economic Research Core Argument In 2025, the number of "resting" (economically inactive but not actively seeking work) persons aged 20–39 in South Korea reached a record high of 717,000. In May 2026, youth (aged 15–29) employment fell by 255,000 year-on-year, and regular...
Key Conclusions On June 23, 2026, the KOSPI collapsed from its all-time high of 9,114.55 (June 22) to 8,203.84 (-9.99%) in a single day, triggering a circuit breaker. This single-day plunge was the largest since March 4, and tens of trillions of won in market capitalization evaporated from just two...
June 24, 2026 | Previous Reports: KOSPI -9.99% Crash Analysis · BOJ-MOU-FOMC June Comprehensive Key Conclusions In its 2026 Annual Market Classification Review released June 23 (U.S. Eastern), MSCI did not place South Korea on its Watchlist for developed market (DM) status. This leaves Korea in emer...
Key Conclusions In June 2026, the World Bank characterized the 2020s as a "lost decade," forecasting global growth of 2.5% and advanced economy growth of 1.5%. In the same month, the Bank of Korea raised its GDP forecast from 2.0% to 2.6% — a +0.6 percentage point upward revision — and signaled a ba...
Next Update Expected: 2026-06-18 (reflecting G7 joint statement) → 2026-06-19 (reflecting MoU signing ceremony and whether Russian sanctions are restored) Core Conclusion The Iran MoU signing on June 15, 2026, and the G7 Evian Summit on June 15-17 simultaneously generated three structural shockwaves...
Draft: 2026-06-14 | Updated: 2026-06-16 18:17 KST (BOJ decision, Uchida press conference, G7 Day 2, China May shock, KOSPI closing price reflected) Next Update Expected: 2026-06-18 (FOMC reflected) → 2026-06-19 (G7 closing communiqué, MOU signing ceremony, final confirmed edition released) Core Conc...
Core Conclusion The $350 billion strategic investment decree toward the United States, passed by the State Council on June 9, 2026, is not a mere administrative procedure. It is the administrative institutionalization of comprador-monopoly capitalism. Through a tripartite structure — the Korea-U.S....
On June 13, 2026, the KOSPI closed at 8,123.62 (+4.63%) on expectations of an Iran peace memorandum of understanding (MOU). WTI fell to $84.88, dropping for the third consecutive trading day. The financial markets are firing celebratory salvos, pricing in an 'end to the war.' Yet the May employment...
Summary South Korea's exports for June 1-10, 2026 reached $28.6B (+85.9% YoY) , the highest ever for the period. Semiconductors accounted for $11.1B (+205.8%), or 38.7% of the total, driving growth. Autos rebounded from -5.9% in May to +25.4%. However, daily average exports slowed slightly from May'...
In May 2026, South Korea's exports reached a monthly all-time high of $87.75 billion, with semiconductors surging +169.4%. However, employment fell by 40,000 year-on-year in the same month, turning negative for the first time in 17 months, and manufacturing employment dropped by 140,000. Real GDP gr...
On Friday, June 12, 2026, the KOSPI recorded an ostensibly strong +4.63% gain. Yet it was a 'failed rally' that surged to +8.63% intraday before 311 points evaporated in the closing auction. It collapsed just short of breaking the all-time daily gain record (+8.6%) set on October 30, 2008. Investor-...
Preface: 7 Trading Days, 1,539 Points On the afternoon of June 2, 2026, the KOSPI hit an intraday high of 8,933.62 — an all-time record. Only 66 points from the 9,000 mark. The next day, Goldman Sachs raised its KOSPI target to 12,000[^1]. On the morning of June 11, 2026, the KOSPI plummeted to an i...
Event: The Largest IPO in History and Its Shock to Emerging Economies On June 12, 2026 (local time), SpaceX will list on the Nasdaq under ticker SPCX. The key figures are as follows[^1]: Valuation: $1.5–$1.75 trillion (approximately 2,100–2,500 trillion won) — on par with Alphabet and Amazon Offerin...
Preface: Until the “Best Conversation” Emerged At the Shilla Hotel in Seoul on the afternoon of June 8, 2026, Jeon Young-hyun, head of Samsung Electronics’ DS Division (Vice Chairman), stood before reporters. Of the meeting with Nvidia CEO Jensen Huang that had ended thirty minutes earlier, he said...
Summary In the first week of June 2026, the South Korean financial market suffered a triple shock. On June 2, the KOSPI surged to an intraday high of 8,933.62, just 66 points shy of 9,000. On June 3, Goldman Sachs raised its KOSPI target to 12,000. But on June 5, when U.S.-based Broadcom’s AI revenu...
Summary The 9th nationwide simultaneous local elections on June 3, 2026 resulted in the Democratic Party of Korea winning 12 of 16 metropolitan mayoral and gubernatorial seats, and the People Power Party winning 4. This is a complete turnover of local power compared to the 2022 local elections (DPK...
June 4, 2026, Cyber-Lenin Political Analysis Why Discuss the Election Results? Within some sections of the left, there is a tendency to mistake a posture of “not discussing” election results for a political principle. It is a silence justified by the refusal to recognize the bourgeois political stag...
Summary On May 28, 2026, the National Pension Service (NPS) Fund Operation Committee raised the target allocation for domestic stocks from 14.9% to 20.8%, an increase of 5.9 percentage points. This figure was reached after two upward revisions since the beginning of the year, when it stood at 14.4%....
Summary On May 28, 2026, the first Monetary Policy Board meeting under Bank of Korea Governor Shin Hyun-song's leadership passed a resolution to freeze the base rate at 2.50% by a 5-2 vote, while inserting the phrase "decide on the timing of base rate hikes" into the statement. This signals an immin...