IFE Analytics

As of 2025, U.S. national debt has exceeded $36 trillion, setting a historic record. Amid growing concerns on Wall Street over the...

U.S. 10-Year Treasury Yield vs. Dollar Index (Source: IFE Analytics) Prologue: A Shattered Golden Rule of Financial Markets For 75 years...

The Magic Number 5% Breaks 30-Year U.S. Treasury Yield Trend – Past 5 Years (Source: Yahoo Finance) Since May 21, the yield on the...

Consumer Sentiment Index Nears 'Record Low' Again In May 2025, the University of Michigan Consumer Sentiment Index plunged to 50.8,...

Today, let's examine the yield curve inversion, one of the key indicators of the U.S. economy, and its correlation with various...

1. Inflation Expectations Inflation expectations play a crucial role in understanding the current economic situation and predicting...

Two-thirds of the U.S. GDP is comprised of household consumption. To comprehensively understand the U.S. economic situation, it's crucial...

Considering recent economic trends and Federal Reserve movements, the anticipated federal funds rate cut starting this September could...

The U.S. housing market is closely tied to various economic indicators. Among these, changes in U.S. monetary policy have a significant...

Earlier this week, a sudden surge in the yen caused the unwinding of yen carry trades, shaking global financial markets. Yen carry trade...

Question: Who is the world's top oil producer today? While most might think it's Saudi Arabia, the surprising answer is the United...

The storm that hit global markets last Friday has continued into Monday. The sell-off that began in Asia has spread to the U.S. markets...

Tensions between Israel and Iran are escalating, while ceasefire negotiations in Gaza have reached an impasse. This situation risks...

The recent AI infrastructure investment frenzy by Big Tech companies is breathing new life into the utilities sector. Traditionally...

Recently, Wall Street's view of Big Tech has been turning skeptical. However, Big Tech companies are maintaining their plans for enormous...

Changes in the Bank of Japan's Interest Rate Policy and Its Impact The Bank of Japan has recently raised its benchmark interest rate...

Now that the beginning of the year has arrived, let's take a closer look at the trends in oil prices. Below is a chart of the past 5...

11월 중국의 Retail Sales는 침체를 못 면하고 있으나, 이와 반대로 미국의 Retail Sales는 견고한 성장을 보여주었다. 지난 금요일 발표된 11월 PCE(Personal Consumption Expenditure) Price...

현재 일본 엔화가 반등하는 추세를 보이고 있다. 11월 중순에는 달러 대비 151엔을 돌파하며 최고점(달러 대비 엔화 최저점)을 기록하였고, 이후 4주 연속 하락세를 보이고 있다. 특히 주목할 점은, 10년 만기 미국 국채 수익률과 일본 국채...

중국 위안화 강세가 지속되고 있다. 지난 6월말/7월초 달러당 7.1 위안 수준으로 저점을 찍고 상승하여 현재 6.8위안 수준을 보이고 있다. 이번 3분기에 약 3.7% 상승하며, 2008년 이후 가장 높은 큰 상승세를 보이고 있다. 원인은 크게...