The person we momentarily forgot about is Janet Yellen, the current Secretary of the Treasury. She was the chair of the Federal Reserve during the Trump administration. She was recently known for refraining from making political statements, but she suddenly issued a warning about Trump. It seems that Trump is planning to impose tariffs everywhere, which will inevitably lead to an increase in consumer prices in the United States. Trump then plans to address these side effects by injecting liquidity massively. In response to this scenario, Janet Yellen was reportedly very angry, according to rumors circulating in Washington. As a result, local social media is buzzing with comments about what Yellen said.

It means to shout, but anyway, so, in any case, so is the doomed relationship between Jenny, Ellen, and Trump going in the direction I mentioned earlier, like holding the sky in one's arms and now embarking on a revenge blood feud or something like that. But in reality, such ideas of Trump, so, by using tariff bombs, if China manipulates Taiwan, a long-term increase in the competitiveness of the United States could be possible. However, in the short term, those tariffs will be passed on to consumers as price increases, stimulating inflation. Then, the central bank will release liquidity to control prices. This idea of trying to control inflation by releasing liquidity, well, even with just a little economic knowledge, it is a quite dangerous idea, correct. For example, telling someone with severe depression that eating sweet things like chocolate will make them feel better, then stuffing them with tons of chocolate, and then worrying if they will gain weight again.

Giving laxatives to someone like this, just hearing about it feels like almost abuse. Anyway, so if this were to happen, there is a risk that the value of the dollar or U.S. bonds could become worthless. Therefore, recently, Trump has been showing interest in the cryptocurrency market. Like in the past, trying to peg the dollar or U.S. bonds to Bitcoin or other cryptocurrencies, this attempt to peg the value is expected to come out. So, there is analysis that this will happen. So, last week, not only the New York Stock Exchange but also our K stock market across the Pacific, while suffering from the Trump trade's stomachache, the only place where a significant rise occurred was in the coin market. Now, let me convey the third point. Trump's Middle East diplomacy is a variable related to his foreign policy, as you know, the current Saudi ruler is.

Prince Mohammed bin Salman, but at that time in 2017, he embarked on a large-scale anti-corruption campaign, even going as far as to put his own uncle, who was close to the Saudi royal family, under house arrest. At that time, the only person who survived unscathed was Prince Alwaleed. Coincidentally, Prince Alwaleed was also a major shareholder in Twitter. So, Prince Mohammed bin Salman said to him, If you want to live, put money into Twitter. The amount was a whopping $1.9 billion, which is about 2.6 trillion in our currency. Elon Musk was almost at the point of acquiring Twitter at the time, so he went ahead and did it. Prince Alwaleed played a role as a mediator, and in return, Prince Mohammed bin Salman immediately took control of the Saudi sovereign wealth fund. Soon after, he was in the top four with Trump, Jared Kushner, and the husband of Ivanka Trump.

The company will invest 2 trillion won. So, what kind of connection is there between Elon Musk and Trump? That's right, it's anti-Semitism. Therefore, in the United States with a population of over 300 million, the Jewish population is about 2%, around 700 people. In reality, these 700,000 people control Wall Street's power and influence. Just by looking at the Federal Reserve, what can we say? To put it in Korean terms, just like how the Minister of Labor in Korea is always from the Honam region regardless of the administration, the position of the Fed Chair has always been held by Jews, from Janet Yellen mentioned earlier, to Volcker, and even to the founder, Paul. It has always been the role of the Jews. Then, after the establishment of the Fed, the first non-Jewish Fed Chair was appointed by the current Jerome Powell, who was appointed by Trump. But currently, officially in the U.S. Congress, the Jewish.

There are 36 members of parliament, all except one are from the Democratic Party. Now, Trump claims that these people, except one, play a certain bridging role connecting the Democratic Party to Jewish money behind the scenes. So, because I have been doing politics without taking money from Jews, I keep getting attacked. This is what he claimed. So, logically, if Trump becomes president again, demand for fossil fuels is likely to increase rather than environmentally friendly energy. So, why are international oil prices falling? This is because Saudi Arabia, the largest oil-producing country in the Middle East, is now in trouble. The member countries are not properly controlling production levels, it's a mess. So, isn't it that only Saudi Arabia, through Trump and Musk, is trying to secure new hegemony? This is exactly what Elon Musk is doing, you know, like implanting chips in people's brains, Neuralink.

Next, SpaceX, which recycles spacecraft, and then Starlink, which connects the world as one communication network. Then, humanoid robots and AI. Here, another concern arises about Saudi Neom City. Could the United States be getting involved in this? The U.S. is known for its frontier spirit, but they are also good at taking others' remarkable things. Luna, nice to meet you. As you may know, I am currently in Donghae, Mukho, due to water pipe construction at home. So, I am practicing swimming every day. Earlier, when I walked a bit at noon, there is a beach called Udol Beach nearby. I was swimming alone, and then I noticed a kid playing on a tube drifting further away from the shore.

I saw a child and their father at the side where there was a border, and it seemed like they were struggling to swim. The water was up to their knees, and they kept calling out names but couldn't move properly. So, I immediately took action. Gorani in English is Water Dear, not Water Deer. So, Water Dear came to the rescue, swimming towards them. It grabbed the tube behind the child and pushed it all the way to the front, bringing them to their father. At first, the child was surprised and confused, but when they saw their father's face, they burst into tears. It seemed like they were relieved or regained composure. Anyway, that's the story. So, I said, Oh my, oh my, don't cry.

Don't cry. The man is my dad's friend. My dad told him to bring you here. When he arrived, he calmed down a bit. So, he handed over the baby to his dad. But, in fact, the baby is a Paris. Nowadays, most babies are younger than me. But, the gentleman was surprised too. Then, after swimming for a while, he got ready to leave. He put on his shoes, dried his hair with a towel, and the baby's dad came over with some bread. He said thank you for the incident earlier, so I couldn't even thank him. He gave me the bread. At first, I hesitated a bit, but eventually, I took the bread and said I would enjoy it. Then he asked me if I happen to participate in any online communities.

Yes, and it's kind of ridiculous, so I... Oh, I'm doing YouTube with London Gora, and then she said, Oh, really? I mainly watch Moviedream, but why is it like this? So I couldn't bring myself to talk about what happened today in London Gora, I wanted to talk about it, but I just couldn't get the words out. So, I've been watching Moviedream a bit since earlier, but this kind of content hasn't come up at all. If I talk like this again, some people might say I'm boasting even though I'm doing good deeds, but there might be people who criticize it. Isn't this kind of fresh information a good thing? Anyway, let's pull ourselves together now and give our subscribers a dose of Monday blues prevention.

It's time, so everything is good now. But where is the current global stock market situation? Bank of America analyzed this very appropriately. It seems like a complex situation, but ultimately, everything can be summarized in one picture. First, let's talk about what 100%, 75%, and 68% in the title mean. What does 100% mean? It means that there is a 100% possibility of a Fed rate hike in September. Next, there is a 75% chance of Trump being re-elected. So, when these two are combined, it directly points to the next 12 months, after the U.S. presidential election is over, the new president will be inaugurated in February next year. Then, there is a 68% chance of a continued interest rate cut throughout the year, and the economy is likely to have a soft landing. Additionally, there is a possibility of a Democratic majority in both the Senate and the House.

The probability is 80%, and then in the case of the House, the probability of the Republicans winning is recorded at 54%. This hasn't changed much since the Biden TV debate, so it means that even with unexpected variables like replacing Biden as the presidential candidate, this won't change significantly. Now, interpreting from this, the probability of a Fed rate hike in September is currently at 100%, and it cannot go higher from here. Instead, the probability of Trump winning is at 75%, indicating a slight possibility of decrease. So, how about the possibility of a soft landing? Naturally, that will also decrease. Then, the Fed's monetary policy, yes, could become even more dovish. Today, foreign reports are buzzing with profits amidst the recent noisy situation of Trump's trade. Somehow, since the end of June, foreign investors have been vigorously covering this.

Let's start with an analysis by Morgan Stanley on the K insurance sector. The focus is immediately on performance effects. In other words, Morgan Stanley forecasts that this second-quarter performance will mostly exceed market expectations. Therefore, the top pick is DB Insurance. The target price has been raised from the previous 100,000 KRW to 130,000 KRW this time, and the investment opinion has also been raised from neutral to an increased weighting. Next, Samsung Fire & Marine Insurance's target price has been raised from the previous 390,000 KRW to 440,000 KRW this time, and the investment opinion has also been increased in weight. Following that, Samsung Life Insurance slightly raised its target price from the previous 94,000 KRW to 100,000 KRW this time, with a neutral investment opinion. Then, Hanwha Life Insurance raised its target price from 2,600 KRW previously to 2,800 KRW this time, but maintained a reduced weighting in investment opinion. Next, Samsung Life Insurance has a target price of 100,000 KRW with a neutral investment opinion. Next, let's move on to LS Electric, the leading company in the K power industry, with a view from Macquarie Securities.

In the U.S. market, with the title Shining Opportunities in the Market, LS Electric has forecasted operating profit in the second quarter to be between 910 billion won and 1090 billion won, exceeding market expectations due to strong demand for transformers and the flood of upcycling in distribution equipment. However, it is necessary to understand what it means that automation and renewable energy sectors continue to struggle. Therefore, LS Electric's target price has been boldly upgraded from the existing 220,000 won to 280,000 won this time, emphasizing the importance of investment conferences. Considering the current downturn in demand for renewable energy, it is a critical time to think about it. Now, let's take a look at the analysis of Posco Holdings by Nomura Securities. First of all, one positive point is that Posco is on the verge of falling between steel and secondary battery materials. Now, let's look at the analysis of Posco Holdings by Nomura Securities. First of all, one positive point is that Posco is on the verge of falling between steel and secondary battery materials.

POSCO has mostly lowered its expansion guidance compared to the previous goals, but postponed it. However, POSCO will stabilize the value chain of this area of electric vehicle materials, enhance technology and cost competitiveness. So, they will strive to turn the current crisis into an opportunity. Instead, what is inevitable now is that the figures will inevitably come out poorly. Specifically, in terms of production capacity guidance for 2026, looking at the case of the year after next, the anode material has been reduced from the previous 445,000 tons to 395,000 tons recently, and the cathode material has been almost halved from the previous 221,000 tons to 115,000 tons this time. Then, lithium has been reduced from the previous 153,000 tons to 96,000 tons this time, and cobalt has been reduced from 85,000 tons recently to 48,000 tons. Adding the recent decline in metal prices, the sales target for 2026 was originally 20 trillion.

From 800 billion won, this time it's 11 trillion won, once again, it's a huge increase. However, it's not going to be careless about returning the shareholders' money. Now, the expectation is that they will not neglect the shareholder returns. They plan to burn 6% of the 10% of treasury stocks they currently hold. Therefore, Nomura Securities recommended a buy at the POSCO Holdings' target price of 500,000 won at the investor conference. Next, regarding LG Electronics, Bank of America has recently seen increasing favorable factors. This is directly related to the margin increase due to cost efficiency in home appliances such as TVs, strengthening of new orders for automotive OEMs, improvement in non-operating items, a turnaround in the performance of LG Display, and lastly, a better-than-expected market penetration rate in the U.S. market. Bank of America pointed out these favorable factors of LG Electronics and set a target price of 150,000 won. So, will LG Electronics hit a new all-time high before Samsung Electronics? Well, that's another story.

It's bothering me that it's a stock that includes that darn good, but in fact, if this continues, one day suddenly, a well-earning car manufacturer may announce a spin-off in the automotive sector, then the sound of a new song will start again. That's right, the peaceful K Corporation. If there's a well-earning affiliate, there will be a spin-off, and if they can't earn money, there will be a capital increase right away. So, if you look at the news tomorrow, it will be too late. Subscribe, turn on notifications, and please share a sneak peek of tomorrow's news with your precious people around you. Then, the news that has not yet been revealed today, but tomorrow's news, will be delivered to your living room every evening. Please, I hope we can finally get out of the Trump trade this week, but as we try to avoid spitting on the street and might end up stepping on gum, this week in the U.S., the performance festival of big tech companies is unfolding again.

It seems that now, the summer vacation season has just started, and in terms of atmosphere, if good performance results come out, the stock will rise by 68, which means selling on rumors. Then, if the performance is not good, oh, now the performance is finally becoming a reality. It's time for the stock price to drop, so sell again. This is how it can go. First of all, starting Monday night with Verizon, then Coca-Cola on Tuesday, and then crossing over to the Korean market. Next is Tuesday's U.S. market close, so in our time, early Wednesday morning, Tesla's results finally come out. Then, the Philadelphia Semiconductor Index constituent stock, Texas Instruments, and then, Google, or Alphabet, releases its performance. After that, on Thursday, there is the U.S. GDP, and on Friday, the PC price index. Both of these will be materials affected by the Fed interest rate cut. A detailed preview of the news for this week will be summarized in a live broadcast tomorrow night.

First of all, tomorrow, Monday, our government is facing two major announcements. First, at the National Nuclear Fusion Commission, there must have been some good news related to the Czech nuclear power plant order. This press release is about establishing a strategy for accelerating nuclear fusion energy practices to secure energy sovereignty in the carbon-free era and making commitments for ocean safety. Next is the inauguration ceremony of the Autonomous Manufacturing Alliance. The title of this press release is AI spreading in earnest in the manufacturing sites of South Korea. In the stock market, it's about smart factories, unmanned workbot trends. Then, tomorrow, the chief negotiator for trade negotiations will visit the PI Thousand Steps site. This is also a good news angle, but it's always good to have a lot of news about this kind of thing. In the morning, for no reason, these things gradually start to rise in trading volume, and when it comes to the actual HTS stocks news, as soon as someone shows up here, they immediately hit hard.

Next, tomorrow's schedule includes participating in the subscription of PNS Mechanics, a medical rehabilitation robot manufacturer, and then in China, there will be an announcement of the July loan prime rate (LPR). I wonder if there is a possibility for the interest rate to go down further. However, recently, you may have heard about the rumor spreading in China that Xi Jinping collapsed due to a cerebral hemorrhage. We need to watch how the Communist Party will respond to this. Regarding Xi Jinping's cerebral hemorrhage, there were some discussions about the stent surgery for cerebral artery aneurysm about 10 years ago, but it's uncertain how it will turn out this time. Anyway, there's news about Yoo Hyung-nim getting remarried, and rumors about Xi Jinping's cerebral hemorrhage. These things tend to surface whenever it gets boring. So, let's see.

I will bring you tomorrow's news again tomorrow. Thank you.

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