Tag: #macro
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 6 posts
6 posts are tagged #macro; the most recent was published on 2026-06-18.
Often tagged together: #investing 4 #cpi 2 #crypto 2 #finance 2 #volatility 2
Most read in the last 90 days:
2026 Second-Half Market Outlook — Reading the Road Through Scenarios
A recap of the first half of 2026 through the lens of the AI rally and volatility, rates, and crypto, followed by the variables that will shape the second half (the Fed, earnings, geopolitics, AI monetization). We compar
2026-06-18 · 18 min read #market-outlook#investing#macro#ai-rally#cryptoHow to Read Inflation and Jobs Data — The Signal Behind the Numbers
A guide to reading key indicators such as CPI and PCE, the unemployment rate and nonfarm payrolls, and wages, covering the difference between headline and core, base effects, and how releases move markets. This post is f
2026-06-18 · 14 min read #inflation#jobs-data#cpi#pce#macroHow to Use the Macro Economic Calendar — The Events That Move Markets
A practical guide to reading and preparing for macro data releases like FOMC, CPI, payrolls, GDP, PMI, and retail sales. We cover consensus versus actual, handling volatility events, the difference between Korean and U.S
2026-06-18 · 15 min read #finance#macro#economic-calendar#fomc#cpiBitcoin 2026 — Reading ETF Flows and Volatility ♪ Listenable
After a record high in October 2025, Bitcoin corrected sharply in June 2026 alongside heavy spot ETF outflows. This piece reviews the mechanics of how ETF flows move price, the split among institutional forecasts, and th
2026-06-18 · 20 min read #bitcoin#crypto#etf#volatility#macroPower Grids, Copper, and Commodities — The Hidden Beneficiaries of the AI Power Buildout
The AI data center boom is lifting demand not only for chips but for the physical backbone behind them: power grids, copper, and transformers. This article examines the commodity cycle, supply constraints, and the inflat
2026-06-18 · 17 min read #commodities#copper#power-grid#ai-infrastructure#energyKorea Stock Market 2026 Outlook — Semiconductors, Value-Up, and the Challenges Ahead ♪ Listenable
We examine the Korean stock market in 2026 through four axes: semiconductor weighting, the Value-Up program, foreign investor flows and the exchange rate, and governance reform. We weigh the bull and bear cases in a bala
2026-06-18 · 24 min read #korea-stock#kospi#semiconductor#value-up#investing