South Korea’s NPS Fund Avoids Forced $120B Sell-Off: Easing Selling Pressure for KOSPI

국민연금 ‘170조 매도폭탄’ 피했다…올해 국내주식 비중 20.8%로 확대 국민연금이 올해 국내주식 목표비중을 기존 14.9%에서 20.8%로 5.9%포인트 높였다. 국내주식 전략적 자산배분(SAA·중장기 목표비중 허용범위) 허용범위는 한시적으로 높이는 한편 확대된 SAA 허용범위는 비공개 n.news.naver.com Key Takeaways from the Local News: • The National Pension Service (NPS) of Korea officially raised its 2026 domestic stock target weight from 14.9% … Read more

Global Market Briefing: Iran Reopens Hormuz, Warsh Fed Hearing, and Oil Price Crash

As of New York Market Close, Friday, April 17, 2026 | Day 49 of the Iran War 📊 1. US Market Closing Summary All major indices surged following Iran’s declaration to open the Strait of Hormuz and news of an Israel-Lebanon ceasefire. The S&P 500 crossed the 7,100 mark for the first time in history, … Read more

Private Credit Risk and Treasury Puts : The Structural Bull Case Behind the War

📢 Beyond the Fog: What’s Hiding Behind the Headlines Recently, headlines have been dominated by the U.S.-Iran conflict. Investors are glued to missile trajectories in fear, and market volatility is surging as if a collapse is imminent. However, seasoned experts look past the noise to follow the flow of money. Do you remember what was … Read more

[2026.04.10] Global Market Briefing

📊 1. U.S. Market Closing Index Close Daily Weekly S&P 500 6,816.89 -0.11% +3.6% Nasdaq 22,902.89 +0.35% +4.7% Dow Jones 47,916.57 -0.56% +3.0% 📌 Sector Trends Strong: Semiconductors & AI Tech (Nvidia +2.58%, Amazon +2.05%) Weak: Telecom (Verizon -3.62%), Consumer (Nike -3.14%) ✍️ Plan B’s Commentary Despite daily mixed signals, weekly returns suggest that market … Read more