Ukraine War Ending Without Ukraine? [3-Minute Brief]

[At a Glance]
① Trump and Putin to Begin Ceasefire Talks, All Eyes on Ceasefire Proposal
② FuriosaAI in M&A Negotiations with Meta
③ US CPI Exceeds Expectations... Returns to 3% Range

MARKET INDEX : Year to date

○ US New York Stock Exchange's three major indices all rise
○ Trump learns from Mexico and Canada precedents
○ US Producer Price Index slows compared to previous month

Top3 NEWS

■ Trump and Putin to start ceasefire negotiations immediately... Will a ceasefire plan excluding Ukraine emerge?

○ Trump "Agreed with Putin to start ceasefire negotiations"
○ After phone call with Zelensky, "I want peace like Putin"
○ US Defense tells Ukraine to "abandon unrealistic goals"

■ ‘Will the 100x jackpot hit?’... FuriosaAI investment VC expectations

○ FuriosaAI, once expected to be valued up to 1 trillion won, in M&A talks with Meta
○ VC industry "Expecting possibility of returns"
○ Positive news for domestic AI semiconductor sector

■ US CPI hits 3% again, Powell cautious... Interest rate cuts out of reach

○ January CPI rises 3% year-over-year, exceeding expectations
○ Powell "Inflation target not reached... maintaining tightening stance"
○ Wall Street analysis: "Interest rate cut cycle is over"

Graphic News: As Mayor Oh Se-hoon speaks, "Phones are ringing off the hook"... Daechi-dong pulls back listings

○ Real estate market stirs after lifting of land transaction permit zone
○ Trading volume sharply declined even before lifting, with 'selling dominance'
○ Only one apartment sale transaction in Daechi-dong this month

the Chart: Foreigners buy more SK Hynix than Samsung Electronics again this year... 1.7 trillion won net purchase

○ Foreigners have bought SK Hynix the most this year
○ Meanwhile, they still maintain a 'sell' stance on Samsung Electronics
○ Top foreign net purchase stocks also show high stock price gains

Today's Key Schedule

○Domestic

14th KOSDAQ Olum Therapeutics listing at 20,000 won

14th KOSDAQ Winners subscription, fixed public offering price 8,500 won

14th KOSDAQ LK Chem subscription, fixed public offering price 21,000 won

06:00 Export Price (YoY) (January), Import Price Index (YoY) (January)

08:00 Unemployment Rate (January)

○Overseas

02:00 Speech by Germany Buba President Nagel

03:00 US 30-year Treasury bond auction

06:30 US Federal Reserve balance sheet

19:00 Eurozone overall employment rate (Q4), GDP (QoQ) (Q4)

◇ Lunch & Commute Weather

○ Lowest temperature -3℃(▼4℃) ｜ Highest temperature: 8℃(▲5℃)
○ Precipitation probability 0% in the morning｜10% in the afternoon
○ Fine dust normal in the morning｜temporarily bad in the afternoon

OK in 3 minutes, essential time-efficient economic news. Published daily at 8 AM.