Fixed Income Analysis
2026 1
March 1
Retail Demand for Korean Treasury Bonds and What It Signals for Housing
Type: [Daily Snack, Quick Note]
2016 1
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
2015 3
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
September 2
The Anticipated Reprieve: The Fed's Rate Hike Postponement and Its Implications for the KOSPI
Type: [Thematic Essay, Follow Up, Investment Memo]
Will the Federal Reserve Raise Rates in September, and How Would U.S. Tightening Affect Korean Equities?
Type: [Thematic Essay, Investment Memo]