Achieving the Dream Milestone of 5,000... KOSPI Surpasses 5,000 for the First Time Ever [3-Minute Brief]

[At a Glance]
① Korea's stock market ushers in the era of the "dream index" KOSPI 5000
② Korea's economic growth barely reaches 1% last year... Lowest since COVID-19
③ U.S.-Europe tensions temporarily resolved... Issues over Greenland's sovereignty and mineral rights remain

MARKET INDEX : Year to date

○All three major U.S. stock indexes closed higher in New York... Second day of eased tensions in Greenland

○NATO and Greenland establish a framework for future agreements... European tariffs withdrawn

○Q3 GDP and November consumption indicators remain solid... Labor market remains strong

Top3 NEWS

■ KOSPI achieves the dream milestone of 5,000 points... "Bull market phase expected to continue"

○Strength in leading sectors such as semiconductors and automobiles is driving the market

○Government stock market support policies are also providing momentum

○Forecasts suggest the index could reach the 5,300 level in the first half of the year

■ "1% Growth, Barely Avoiding 0%"... Construction Slump Holds Back Economy (Comprehensive)

○Bank of Korea releases preliminary real GDP figures for 2025 and Q4

○Korea's economic growth rate in 2025 was 1.0%... Q4 saw negative growth of -0.3%

○Construction sector significantly limited annual growth... Exports and consumption increased

■ Tariff dispute temporarily resolved... Sovereignty and mineral rights in Greenland remain flashpoints

○U.S.-Europe tensions have eased

○Trump says "Framework for agreement with NATO established"

○Europe draws a line on related issues

Graphic News: Korea's Economy Expected to Rebound Around 2% This Year... Why Is Recovery Still Lacking?

○This year, a rebound of around 2% is expected... Driven by strong semiconductor exports, consumption recovery, and easing of construction slump

○After growth below 1% during the global financial crisis and COVID-19, the economy rebounded by more than 4%

○In the long term, efforts to diversify export structure and address polarization are needed

the Chart: Individual Investors Who Bet on a Bear Market Are Stunned... Inverse ETFs Move Opposite to Bull Market

○Individuals made a net purchase of 650 billion won in KODEX 200 Futures Inverse 2X ETF

○While KOSPI rose 24.1%, KODEX 200 Futures Inverse 2X fell 40%

○Investors are waiting for a correction that may come at any time

Today's Key Schedule

○Domestic

○International

00:00 U.S. Core Personal Consumption Expenditures Price Index (MoM) (November)

00:00 U.S. Personal Consumption Expenditures Price Index (MoM) (November)

02:00 U.S. Crude Oil Inventories

02:00 U.S. Atlanta Fed GDPNow (Q4)

08:30 Japan Core Consumer Price Index (YoY) (December)

12:00 Japan Interest Rate Decision

18:00 Markit Composite Purchasing Managers' Index (January)

23:45 Services Purchasing Managers' Index (January)

23:45 Manufacturing Purchasing Managers' Index (January)

◇Lunch & Evening Commute Weather

○Lowest temperature: -12℃ (▼2℃) ｜Highest temperature: -2℃ (▼3℃)
○Precipitation probability: 10% in the morning｜40% in the afternoon
○Fine dust: Good in the morning｜Good in the afternoon

All you need in 3 minutes: essential, cost-effective economic news. Published daily at 8 a.m.