top of page
Search


The Bitter Lesson of Politicized Monetary Policy: The Nixon-Burns Affair as a Warning
Richard Nixon, U.S. President (first on the left), and Arthur Burns, then-Federal Reserve Chair (first on the right)(Source: Getty Image)...
Gayeon Lim
Aug 44 min read
Â
Â
Â
The Fed at a Crossroads: Inside the Powell vs. Waller Divide over a September Rate Cut
A debate unfolding in the 12th-floor boardroom of the Federal Reserve building in Washington is shaping the fate of global financial...
Gayeon Lim
Aug 24 min read
Â
Â
Â


Trump’s ‘Mr. Too Late’ Attack: A New Game Threatening Fed Independence?
Yesterday afternoon at the Federal Reserve headquarters in Washington, a symbolic scene unfolded: President Donald Trump and Fed Chair...
Gayeon Lim
Jul 314 min read
Â
Â
Â


The New Dilemma in the Age of Stablecoins: Government Debt Shrinks While Private Credit Dries Up
A $2 Trillion Market Shift That Could Reshape U.S. Monetary Policy There’s one number keeping U.S. Treasury Secretary Scott Bessent up at...
Gayeon Lim
Jul 304 min read
Â
Â
Â


Trump’s Pressure on the Fed: A Modern-Day Revival of 1940s Financial Repression?
Introduction: Does History Repeat Itself? Markets were shaken when reports emerged that President Donald Trump was considering firing...
Gayeon Lim
Jul 294 min read
Â
Â
Â


The Backlash of Trump’s Tariffs: How the 2.7% U.S. Inflation Spike Could Trigger a Global Asset Market Shake-Up
The Return of Inflation Stronger Than Expected Yesterday’s U.S. June Consumer Price Index (CPI) report showed a sharp increase to 2.7%,...
Gayeon Lim
Jul 263 min read
Â
Â
Â


The Hidden Side of China’s 5.2% Growth: A Critical Warning for Korean Investors
China reported 5.2% GDP growth in Q2, seemingly placing it on track to meet its annual target. However, behind this figure lie structural...
Gayeon Lim
Jul 243 min read
Â
Â
Â


The Truth Behind the Copper Tariff Bomb: How It Will Reshape Your Investments and Daily Life
Cooper Price (Source: Yahoo Finance) When President Trump announced a 50% tariff on copper imports, U.S. copper futures surged 13% in a...
Gayeon Lim
Jul 224 min read
Â
Â
Â


Korea’s Triple Dilemma: A Monetary Policy Trapped Between a Real Estate Bubble and Trade War
Introduction: A Policy Authority’s Dilemma The Bank of Korea froze the base interest rate at 2.5% on Thursday, July 10. This decision is...
Gayeon Lim
Jul 214 min read
Â
Â
Â


Dramatic Rebound of U.S. Equity Funds: What the 10.1% Q2 2025 Surge Tells Us
Market Resilience and Shifting Investor Sentiment The global financial market in the first half of 2025 was marked by rollercoaster-like...
Gayeon Lim
Jul 163 min read
Â
Â
Â
Trump’s $4.5 Trillion Tax Cut Bill: A Double-Edged Sword for Financial Markets
The U.S. Congress is fiercely debating President Donald Trump’s record-breaking tax cut proposal. The bill, which outlines tax reductions...
Gayeon Lim
Jul 164 min read
Â
Â
Â


A Resilient U.S. Economy Amid Trade Wars—But Consumers Are the Wildcard
The Real Impact of Trump’s Tariffs and What Record-High S&P 500 Levels Really Mean Worst Case Scenario Averted For Now... The S&P 500...
Gayeon Lim
Jul 103 min read
Â
Â
Â


A New Paradigm in Commodities: The Era of Extreme Volatility and Its Ripple Effects on the Global Economy
World Bank Identifies 'New Commodity Regime' Challenging Global Financial Markets and Central Banks The Changing Landscape of the...
Gayeon Lim
Jul 93 min read
Â
Â
Â


A Fractured Fed, Silent Market: Reading the Mixed Signals of the 2025 Financial Landscape
Dot Plot (June 18, 2025) Crisis Looms, Yet Markets Remain Quiet—Why? June 2025, Global financial markets remain eerily calm. Despite...
Gayeon Lim
Jun 303 min read
Â
Â
Â


Ceasefire Agreement Between Israel and Iran Triggers Complex Financial Chain Reactions
News of a ceasefire agreement between Israel and Iran triggered an immediate and complex response in global financial markets. First,...
Gayeon Lim
Jun 292 min read
Â
Â
Â


Oil Prices Hold Firm Amid War: A New Equilibrium in the Global Energy Market
(Source: Wall Street Journal) This blog analyzes the reason why crude oil prices are remaining unexpectedly stable despite the escalating...
Gayeon Lim
Jun 264 min read
Â
Â
Â


The Aftermath of Tariff War: A New Paradigm for U.S. Consumer Sentiment and Economic Outlook
Signs of Recovery Amid Uncertainty, But Structural Concerns Remain Preliminary data from the University of Michigan's June Surveys of...
Gayeon Lim
Jun 174 min read
Â
Â
Â


The Upset of Real Interest Rates, A Warning Letter to Asset Markets – What 2025 Charts Tell Us About the Future Investment Landscape
The Structural Rebound of Real Rates: The End of a 40-Year Decline, Start of a New Era (Source: Financial Times) After nearly four...
Gayeon Lim
Jun 144 min read
Â
Â
Â


The Paradox of Digital Dollar: Stablecoins Are Shaking the Foundations of the Global Financial System
(Source: Requoted from Financial Times) As the line between crypto and traditional finance fades, stablecoins are no longer mere digital...
Gayeon Lim
Jun 135 min read
Â
Â
Â


The End of the Shale Revolution? U.S. Oil Output Decline Signals an Energy Paradigm Shift
EIA Forecast Dampens Trump’s ‘Energy Dominance’ Agenda In the first week of 2025, the U.S. Energy Information Administration (EIA) issued...
Gayeon Lim
Jun 122 min read
Â
Â
Â
bottom of page