Today's Macro Economic Market Sentiment | BullBear.news
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Market Summary
Latest Market Trends: 2026-02-04
Market Summary
Latest Market Trends: 2026-02-04
Bullish
BQAI Appoints Former Bithumb Korea CEO Choi Jae-won as Vice President
BQAI has appointed former Bithumb Korea CEO Choi Jae-won as Vice President.
Koo Yun-cheol: “AI is everyone's foundation…Full support to secure corporate leadership”
Koo Yun-cheol stated that AI is the foundation for everyone and that full support will be provided to secure corporate leadership.
Citadel CEO Ken Griffin: "Dollar is fading... There is no eternal key currency"
Citadel CEO Ken Griffin stated that the dollar's influence is waning and that there is no eternal key currency.
[Photo] K Bank, Blockchain-based Overseas Remittance Innovation
[Photo] K Bank, Blockchain-based Overseas Remittance Innovation
22 Trillion Won Exits Banks, Flows Into Stock Market… 'Money Move' Accelerates in a Month
22 trillion won has flowed out of banks and into the stock market, accelerating the 'money move' within a month.
Hana Financial Group Chairman Ham Young-joo: "Building an ecosystem for KOSDAQ, venture, and innovative companies to grow"
Hana Financial Group Chairman Ham Young-joo emphasized building an ecosystem for KOSDAQ, venture, and innovative companies to grow.
Kevin Warsh Warns of 'Currency Domination' While Mainstream Scholars Worry About 'Fiscal Domination' - Chosun Ilbo
Kevin Warsh alone warned of 'currency domination' while mainstream scholars worried about fiscal dominance.
January Consumer Price Inflation at 2.0%... Lowest in 5 Months
January's consumer price inflation rate was 2.0%... the lowest in 5 months.
Bearish
'The Big Short' Burry Warns: Bitcoin's Continued Decline Could Lead to Financial Disaster
'The Big Short' Burry warns that a continued decline in Bitcoin could lead to financial disaster.
Bitcoin Plummets to a 1 Year and 3 Month Low
Bitcoin has fallen to its lowest level in 1 year and 3 months.
Home Loan Sales Hit 25-Month High as Bank Lending Standards Tighten
Home loan sales have reached a 25-month high as bank lending standards tighten.
Foreign Exchange Reserves Decrease Due to Exchange Rate Defense… $425.9 Billion in January
Foreign exchange reserves decreased to $425.9 billion in January due to foreign exchange authorities' intervention to defend the exchange rate.
Institutional Investor Stewardship Code Implementation Supervision Needed... Financial Services Commission, 10 Years of Neglect
Concerns are being raised about the Financial Services Commission's (FSC) failure to properly supervise the implementation of the Stewardship Code by institutional investors.
SW shaken by AI fear…New York Stock Exchange closes down due to tech stock weakness
Software stocks fell due to concerns about AI, and the New York Stock Exchange closed down due to the weakness of tech stocks.
[Financial Watch(147)] Bitcoin's Downtrend Continues - Plummets to Lowest in 15 Months
[Financial Watch(147)] Bitcoin's downtrend continues, plummeting to its lowest level in 15 months.
International Oil Prices Reverse Upward Due to US-Iran Drone Incident
International oil prices have reversed to an upward trend due to factors such as the US-Iran drone downing incident.
'The Big Short' Michael Burry Warns: "Bitcoin's Fall Is Not Over"
Michael Burry, famous for 'The Big Short,' warns of further declines in Bitcoin.
"Nowhere to turn but loan sharks"... Savings bank mid-rate loans plummet 39%
The article discusses how mid-rate loans from savings banks have decreased by 39%, leaving many individuals with no other option than to turn to private lenders.
Foreign Exchange Reserves Decrease for Two Consecutive Months… 3 Trillion Won Spent on Defending Exchange Rate
South Korea's foreign exchange reserves have decreased for two consecutive months, with 3 trillion won being used to defend the exchange rate.
[Wall Street Radar] US Stock Market 'Tech Exodus'...Nasdaq Plunges 2%, Bitcoin also at 15-Month Low
[Wall Street Radar] The Nasdaq plunged 2% due to a 'tech exodus' in the US stock market, and Bitcoin also hit a 15-month low.
Washington is Negative on Easing Monetary Policy... Rate Cut Speed and Magnitude Likely to be Weak
Negative outlook from Washington on monetary easing suggests rate cut speed and magnitude will be weaker than expected.
Salary disappears when buying a PC, allowance disappears when grocery shopping...Is inflation really slowing down?
Describes a situation where the cost of buying a PC or groceries is so high that salaries or allowances are insufficient, questioning the slowdown in inflation.
Monetary Policy Committee Concerned About Prolonged High Exchange Rate Due to Overseas Investment쏠림... Cautious About Timing of Interest Rate Cut
The Monetary Policy Committee is concerned about the prolonged high exchange rate due to the concentration of overseas investment and is being cautious about the timing of interest rate cuts.
RBA Governor: "Australian Inflationary Pressure is Too Strong"
The RBA Governor stated that inflationary pressures in Australia are too strong.
Reserve Bank of Australia Raises Economic and Inflation Forecasts, Expects Two Rate Hikes in 2026
The Reserve Bank of Australia has revised its economic and inflation forecasts upward and expects two rate hikes in 2026.
RBA Hikes Rates by 25bps as Expected, Warns of Persistent Inflation
The RBA raised interest rates by 25bps as expected, warning of persistent inflation.
What did the Fed Chairman say?…Why gold and silver prices plummeted and KOSPI fluctuated
This article discusses the reasons why gold and silver prices plummeted and KOSPI fluctuated due to the Fed Chairman's remarks.
Neutral / Mixed News
ESG Disclosure Roadmap Draft Announced This Month...Consideration to Start with Exchange Disclosure
The draft of the ESG disclosure roadmap is scheduled to be announced this month, and starting with exchange disclosure is under consideration.
Kiwoom Securities, Net Profit of KRW 1.115 Trillion Last Year…Up 33.5% YoY
Kiwoom Securities' net profit last year was KRW 1.115 trillion, up 33.5% year-on-year.
[Key Stock] Hana Securities "Isu Petasys, Concerns about Intensifying MLB Supply Shortage in the Second Half... Target Price Up"
[Key Stock] Hana Securities raised its target price for Isu Petasys, citing concerns about a deepening MLB supply shortage in the second half.
Kiwoom Securities Enters '1 Trillion Club' in Operating and Net Profit Last Year
Kiwoom Securities has entered the '1 Trillion Club' in both operating and net profit last year.
Hana Financial Group Intensifies Efforts to Strengthen Productive Finance Execution
Hana Financial Group is intensifying its efforts to strengthen the execution of productive finance.
LG CNS Records KRW 6.1295 Trillion in Sales and KRW 555.8 Billion in Operating Profit Last Year
LG CNS recorded sales of KRW 6.1295 trillion and operating profit of KRW 555.8 billion last year.
KakaoBank Surpasses KRW 1 Trillion in Non-Interest Income, Records Highest-Ever Net Profit of KRW 480.3 Billion Last Year
KakaoBank achieved its highest-ever net profit of KRW 480.3 billion last year, driven by surpassing KRW 1 trillion in non-interest income.
Government Accountability Emerges Amidst Australian Interest Rate Hike - Top News in Australia
Government accountability is being debated amidst the Australian interest rate hike.
Lazard's Orszag Warns of Iran Risk... Optimistic About GDP Despite Inflation
Lazard's Orszag warns of Iran risk but remains optimistic about GDP despite inflation.
[World Economy Briefing] New Barriers Erected in the Name of 'Eco-Friendliness'
[World Economy Briefing] New Barriers Erected in the Name of 'Eco-Friendliness'
China Revises Economic and Trade Laws Including Foreign Trade Law...Korean Companies Need to Improve Their Responsiveness
Korean companies need to strengthen their responsiveness as China revises economic and trade laws, including the Foreign Trade Law.
Bank of Canada Report Points to Import Costs as Major Driver of Food Inflation in 2025
A Bank of Canada report identifies import costs as the main driver of food inflation in 2025.
Stock Market Surges to Record Highs the Day After Record Fall... Uncontrollable Market Volatility
The stock market is experiencing wild swings, surging to record highs the day after a record fall.
Largest drop followed by largest rise... Stock market jumping without brakes
Largest drop followed by largest rise... Stock market jumping without brakes
The perils of narrowing fiscal spaces
The perils of narrowing fiscal spaces
Former Superintendent of Banking Supervision Lee Soo-hyu Passed Away… Led Financial Industry Reorganization in the Early 1990s
Former Superintendent of Banking Supervision Lee Soo-hyu has passed away; he led the reorganization of the financial industry in the early 1990s.
Financial Services Commission to Significantly Increase Stock Manipulation Reporting Rewards
The Financial Services Commission announced plans to significantly increase rewards for reporting stock manipulation.
[Major Economic Indicators] February 3, 2026 - Chosun Ilbo
[Major Economic Indicators] February 3, 2026 Chosun Ilbo
[Economic Indicators] February 4th - DongA Ilbo
[Economic Indicators] February 4th DongA Ilbo article.
Palantir Q4 Revenue KRW 2.0345 Trillion... Exceeds Market Expectations by 10%
Palantir's Q4 revenue was KRW 2.0345 trillion, exceeding market expectations by over 10%.