![[KBS] 성공예감 이대호입니다](/media/images/podcasts/ea806d7c-1ebf-46a3-aecb-36b46e8f04aa/ea806d7c-1ebf-46a3-aecb-36b46e8f04aa.jpg)
오늘의 경제 뉴스 - 마이크론, 분기매출 73.5조원 '사상최대'
Summary
This episode reviews the US stock market's mixed close following a lower-than-expected PCE inflation report and discusses the muted reaction to Micron's earnings. It highlights the surge in Korean steel stocks due to Trump's proposed LNG pipeline project and notes that semiconductor exports surpassed $60 billion. The host also details the second phase of the National Growth Fund, noting strong online sales but slower bank uptake, and reports that the Bank of Korea is planning to buy gold to diversify reserves. Finally, the segment covers rising fixed-rate loan preferences and a recent arbit…
Topics discussed
Introduction and market overview
US stock market close and PCE inflation data
Trump's LNG pipeline announcement and steel stocks
Micron earnings and AI data center market
Micron guidance and semiconductor export records
National Growth Fund 2nd round sales and structure
Fund sales performance by channel and investor trends
Bank of Korea gold reserve plans
Won-dollar exchange rate and BOK forex interventions
Future Response Fund budget allocation
Mortgage rates and credit loan interest trends
Elliott Management arbitration ruling against Korea
Listen ad-free on Castria