The Fed is now a coin flip on September, and Korea's markets are sending two conflicting signals at once.
Fed officials are nearly evenly split between holding rates and hiking in September after weak July payrolls collided with persistent inflation pressure. Korean equities extended a rebound as foreign investors bought for a second straight session and volatility fell to a three-month low, even as Korea's corporate bond market tightened to a four-year issuance low. Separately, Nvidia's credit risk eased after CEO Jensen Huang clarified the scope of its AI infrastructure financing commitments, a modest positive signal for Korean memory exporters.
Sources:
- Fed Hawks Grow Louder: "Inflation Is the Bigger Problem" — Seoul Economic Daily, 2026-08-12
- Nvidia Credit Concerns Ease After CEO Pins AI Support at 25% — Seoul Economic Daily, 2026-08-12
- 'Dizzying Market' Steadies as Solid Earnings and Foreign Return Lift KOSPI — Seoul Economic Daily, 2026-08-12
- Large-Company Corporate Bond Issuance Hits Four-Year Low as Samsung Biologics, Shinsegae, LX All Delay — Seoul Economic Daily, 2026-08-12
- KEPCO Bond Issuance Up 1.3x, Raising 'Bond Market Black Hole' Concerns — Seoul Economic Daily, 2026-08-12
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