Iran's Foreign Ministry warns against deploying South Korean troops, while surging U.S. Treasury yields and other economic indicators raise concerns about increased market volatility.
These images depict him as the 'greatest president,' surpassing George Washington and Abraham Lincoln, and include unverified claims of earning hundreds of billions of dollars in stocks and assets.
Furthermore, former President Trump claimed victory in a war with Iran, posting AI images of Iran's destruction, and also released images marking the Strait of Hormuz as U.S. territory.
Baghaei emphasized that "dangerous choices come at a price," clearly expressing opposition to South Korea's deployment.
He referred to 64 years of friendly relations with South Korea, suggesting that this deployment could be seen as supporting an aggressor, expressing concern over bilateral relations.
The U.S. 10-year Treasury yield, which serves as a benchmark for global interest rates, rose to 4.81% during trading on the 4th due to stronger-than-expected employment figures. Earlier on the 2nd, it had reached 4.82%, the highest since November 2023.
Concerns are being raised that if the Treasury yield surpasses 5%, the burden of corporate financing will significantly increase, which could reduce the attractiveness of risk assets.
U.S. investment-grade corporate bond issuance is projected to reach $215 billion this month, setting a new record for September. This is linked to increased funding demand from large technology companies due to expanding investments in artificial intelligence (AI).
This increase in corporate bond issuance, combined with the U.S. Treasury's scheduled auctions of 3-year, 10-year, and 30-year bonds, is expected to further exacerbate the burden of Treasury supply.
JPMorgan recently advised that the recent stock market correction should be viewed as a buying opportunity. The strategy team led by Mislav Matejka cited strong corporate earnings and a favorable macroeconomic environment as reasons.
The strategy team predicted that this environment would sustain the stock market rally and also mentioned the possibility of non-U.S. equities outperforming.
Hartnett analyzed that such a situation would lead to a weaker dollar and lower bond yields, urging investors to exercise caution.
Tomorrow, the New York Federal Reserve's expected inflation will be announced, and the Goldman Sachs conference is also scheduled, drawing investor attention. Interest is also expected to focus on news from major companies such as Google, Oracle, and GameStop.
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