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Macro
Macro — IMF, OECD, the Fed, and global reports
How global macroeconomic developments affect technology stocks, AI investment, and portfolio decisions.
거시경제·보고서 (macro)

Why Are AI Stock Prices Rising While the Economy Is Worsening? — OECD Stagflation Warnings and the Paradox of the Agent Economy
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AI의 뼈대 (ai-infra)

The market is currently more afraid of interest rates than the AI bubble.
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거시경제·보고서 (macro)

The reason my account is in the red while the KOSPI is at a record high — The AI market is already splitting
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거시경제·보고서 (macro)

The Fed's Rate Freeze Is Not a Safety Signal: AI Investment Strategy in an Era of Bond Market Tightening
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거시경제·보고서 (macro)

AI Bubble and Bear Forecasts: Patterns of Technological Revolution Found in the History of Dot-com and Mobile
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거시경제·보고서 (macro)

Global Government Bond Crash, SaaS Collapse — Why Layer Selection Is Everything in AI Investing
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거시경제·보고서 (macro)

The Flow of Funding for AI Investment Is Shaking — 5 Indicators of the Private Credit Crisis and Software Risk
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거시경제·보고서 (macro)

Prices are rising while gold has fallen — why this paradox is actually a buy signal for 2026
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거시경제·보고서 (macro)

AI Accounted for 67% of U.S. GDP Growth — Now Beyond the Dot-com Bubble, Should You Invest or Sell?
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거시경제·보고서 (macro)

Complete Commentary on the IMF World Economic Outlook 2026 — How War Ruins Growth
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거시경제·보고서 (macro)

OECD Urgent Warning — Global Economic Recovery Opportunities 'Completely Offset', South Korea Growth Forecast Lowered to 1.7% | 3-Tier Portfolio Defense Strategy in the Oil Shock Era
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거시경제·보고서 (macro)

Larry Fink AI Warning: 'Don't Invest, Be Left Out' — 3.5x Wealth Gap in 10 Years, Verified by 1,000 Simulations
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