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Fed policy

October 16 Market Review: KOSPI Rises as US Stocks Slip

October 21, 2026October 19, 2026 by James Yoo
Fed Watch: 10-Year at 5.10% as Nasdaq Falls 2.07% and VIX Jumps

A corrected review of October 16 completed sessions: KOSPI gained 2.05%, US equities declined, and VIX rose. Sources, dates and limits of the comparison.

Categories US & Fed Tags emerging markets, equity-volatility, Fed policy, oil prices, Treasury yields Leave a comment

October 6 Market Review: US Stocks Rose as the 10-Year Yield Eased

October 22, 2026October 7, 2026 by James Yoo
Treasury 10-Year at 5.27% Slips as S&P 500 Gains 1.34%

The earlier report mixed live quotes with closing-language claims and used an incorrect KOSPI return. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags Fed policy, gold, Treasury yields, us-equities, USD/JPY Leave a comment

2026-08-28 Review: What Did the Daily Oil Series Show?

October 23, 2026August 29, 2026 by James Yoo
Oil Steady, Gold Slips as Fed's Warsh Signals Higher-for-Longer

Historical review through 2026-08-28: What Did the Daily Oil Series Show? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags Fed policy, gold, middle-east-risk, oil markets, Treasury yields Leave a comment

August 25 Review: KOSPI Gained 0.68% as the US Yield Fell

October 22, 2026August 26, 2026 by James Yoo
Yields Slip, Gold Climbs as Fed Bets Firm Into Year-End

The earlier 2.46% KOSPI decline is corrected to a 0.68% gain. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags Fed policy, fed-rate-cuts, gold, Korea KOSPI, Treasury yields Leave a comment

2026-08-19 Review: Did Gold and Korean Equities Diverge Over Five Sessions?

October 23, 2026August 20, 2026 by James Yoo
Yields Slip, Gold Jumps, KOSPI Crashes 7% in a Divergent Session

Historical review through 2026-08-19: Did Gold and Korean Equities Diverge Over Five Sessions? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Fed policy, gold, Korea KOSPI, safe-havens, Treasury yields Leave a comment

July 14 Review: KOSPI Rose 0.73%, Not an 8.28% Collapse

October 22, 2026July 15, 2026 by James Yoo
US CPI Cools, Yields Slip, but Hormuz Risk Lurks

The original article reported a sharp 8.28% KOSPI decline. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags cpi-inflation, energy-risk, Fed policy, gold, Treasury yields Leave a comment

2026-05-27 Review: How Did Nasdaq Performance Compare With the Broad Index?

October 23, 2026May 28, 2026 by James Yoo
Tech Rally Powers Nasdaq as Oil Collapse Gifts Margin Relief

Historical review through 2026-05-27: How Did Nasdaq Performance Compare With the Broad Index? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags Fed policy, growth equities, Nasdaq, oil prices, Treasury yields Leave a comment

2026-05-24 Review: What Does a Yield Decline Say About a Bond Return?

October 23, 2026May 25, 2026 by James Yoo

Historical review through 2026-05-24: What Does a Yield Decline Say About a Bond Return? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags bond market, duration trade, Fed policy, rate cuts, Treasury yields Leave a comment

2026-05-18 Review: Does a Three-Digit Oil Price Establish Stagflation?

October 23, 2026May 19, 2026 by James Yoo

Historical review through 2026-05-18: Does a Three-Digit Oil Price Establish Stagflation? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags crude oil, Fed policy, inflation, stagflation, Treasury yields Leave a comment

2026-05-08 Review: Did Lower Yields Resolve an Inflation-versus-Growth Debate?

October 23, 2026May 9, 2026 by James Yoo

Historical review through 2026-05-08: Did Lower Yields Resolve an Inflation-versus-Growth Debate? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags crude oil, Fed policy, inflation, Nasdaq, Treasury yields Leave a comment
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Recent Posts

  • How to Read Daily Market Returns Without Mixing Trading Sessions
  • October 16 Market Review: KOSPI Rises as US Stocks Slip
  • KOSPI and the Won on October 16: What the Corrected Data Show
  • VIX on October 16: A 21.45% Rise Is Not a Stock-Market Return
  • October 15 Market Review: Oil Rises While US and Korean Stocks Diverge

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