Volatile Exchange Rates... Q2 Foreign Exchange Transactions Hit All-Time High [3-Minute Brief]

[At a Glance]
① Q2 foreign exchange transaction volume up 12.9% from Q1
② Trump announces 15-20% blanket tariffs on non-trade agreement countries
③ Samsung Electronics surpasses 70,000 won for the first time in 326 days

MARKET INDEX : Year to date

○The US and China agreed to extend the tariff suspension during the third round of negotiations.

○Despite easing concerns over the trade war, there are valuation burdens.

○FOMC interest rate decision on the 30th... Attention on internal differences of opinion.

Top3 NEWS

■ Foreign exchange transaction volume in Q2 hits 'all-time high'... Increased exchange rate volatility and expanded foreign investment in domestic securities

○Daily average of $82.16 billion... Up 12.9% from Q1
○Trading volume has steadily increased since the extension of foreign exchange market trading hours
○Asian currency strength and expectations for Korea's new government policies... Stronger Korean won

■ Trump: "Tariffs by country at 15% or 20%"... Basic tariff effectively raised to 15% (Comprehensive)

○"Tariff rates to be set at 15-20%"
○Basic tariff effectively raised from 10% to 15%
○Trump mentions the limitations of negotiating individually with 200 countries

■ "Sold over 3 trillion won"… Retail investors lose, foreign investors gain from 'Samsung at 70,000'

○Samsung Electronics surpasses 70,000 won for the first time in 11 months
○Individuals net sold 3.47 trillion won this month
○Brokerages continue to raise target prices

Graphic News: Stocks retail investors should watch under the 'Stronger Commercial Act'

○DS Investment Securities 'Post-Commercial Act Amendment Scenarios' report

○Cumulative voting system may trigger management disputes at companies like Korea&Com

○Fiduciary duty to shareholders may affect Hanwha's spin-off and LS subsidiaries' IPOs

the Chart: As the government urges productive finance..."Banks should reduce mortgage loans and expand corporate lending"

○Korea's household debt ratio is too high, hindering national development

○The increase in banks' real estate loans is the cause of the high household debt ratio

○Korea Institute of Finance: "Financial companies should reduce real estate loans and increase corporate lending"

Today's Key Events

○Domestic

○Overseas

17:00 Germany GDP (QoQ) (Q2)

21:15 US ADP Non-Farm Employment Change (July)

21:30 US GDP (QoQ) (Q2)

22:45 Canada Interest Rate Decision

23:30 US Crude Oil Inventories

◇Lunch & Evening Commute Weather

○Lowest temperature 28°C (▲1°C) ｜Highest temperature: 36°C (▲3°C)
○Chance of precipitation: 0% in the morning｜20% in the afternoon
○Fine dust: Moderate in the morning｜Moderate in the afternoon

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