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‘US 10-year Treasury yield exceeds 5%’ KOSPI collapses below 2400 level… KOSDAQ also starts to decline

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Yeouido Securities District in cloudy weather as seen from 63 Square in Yeouido, Seoul. 2021.1.26/News 1

Our stock market is fluctuating as U.S. Treasury yields surpass the highest in 16 years. For the first time since last March, the KOSPI 2400 level collapsed, and the KOSDAQ also started falling. Jerome Powell’s assessment by the U.S. Federal Reserve (Fed) that inflation remains high influenced the rise in government bond yields.

At 9:25 am on the 20th, KOSPI is pointing to 2376.44, down 39.36p (-1.63%) from the previous day.

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KOSPI, which started lower at 2391.54, down 1% from the previous day, has been increasing its decline since early trading. Institutions net bought KRW 9.5 billion and individuals net bought KRW 32.3 billion, but foreigners net sold KRW 38 billion, sparking a downward trend.

Last night, the U.S. stock market fell due to mixed performance by major companies and remarks by Federal Reserve Chairman Jerome Powell. The major indices were △Dow -0.75% △NASDAQ -0.96% △S&P 500 -0.85% △Russell 2000 -1.59%.

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There is analysis that the rise in U.S. Treasury yields is having a negative impact on investment sentiment. The 10-year government bond interest rate reached 5.001% per annum, the highest level since July 2007 during the global financial crisis. As Chairman Powell assessed that inflation in the United States is still high, concerns that the high interest rate trend may continue for a long period of time appear to have had an impact. However, Chairman Powell also appeared to be concerned, saying that monetary policy should be cautious due to various uncertainties.

In the US stock market, Tesla (-9.30%) recorded the largest daily drop since July 20, but rose thanks to the good performance of Netflix (+16.05%) and AT&T (6.56^). As geopolitical instability in the Middle East appears to be increasing, oil prices turned upward and the international gold price reached its highest level in three months.

Kim Seok-hwan, a researcher at Mirae Asset Securities, said, “The Bank of Korea froze the benchmark interest rate for six consecutive times at the Monetary Policy Committee held the previous day, but during the same period, the interest rate on 10-year Treasury bonds rose by more than 70 basis points from 3.67% to 4.38%.” He added, “The upward pressure on U.S. long-term bond interest rates is increasing. “Considering this, we cannot rule out the possibility of a further rise, which is expected to put a burden on the domestic stock market and the economy,” he said.

Among the top 10 KOSPI market capitalization stocks, Samsung SDI (006400) -2.63%, LG Energy Solution (373220) -2.32%, LG Chem (051910) -2.13%, Kia (000270) -2.02%, Samsung Electronics (005930) – Down 1.58%, Hyundai Motors (005380) -1.54%, Samsung Electronics (005935) -1.46%, SK Hynix (000660) -1.43%, Samsung BioLogics (207940) -1.13%, POSCO Holdings (005490) -0.73%, etc. did.

KOSDAQ is pointing at 770.39, down 13.65p (-1.74%) from the previous day. In KOSDAQ, institutions net bought KRW 14 billion, individuals net sold KRW 6.5 billion, and foreigners net sold KRW 7.2 billion.

Among the top 10 KOSDAQ market capitalization stocks, POSCO DX (022100) rose 2.01%, Pearl Abyss (263750) 0.64%, and Celltrion Healthcare (091990) 0.16%. L&F (066970) -4.03%, Ecopro (086520) -2.01%, Ecopro BM (247540) -1.88%, SM (041510) -1.39%, Alteogen (96170) -1.07%, JYP Ent. (035900) – 0.69%, HLB (028300) -0.18%, etc. fell.

In the Seoul foreign exchange market, the dollar-won exchange rate opened at 1,357 won, down 0.4 won from the previous day.

Inflation shock in the US

Source: Donga

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