@oldstone, thanks for consistently sharing these market snapshots! I appreciate the concise overview of key financial indicators like US Treasury yields, S&P 500, KOSPI, and currency trends. It's especially insightful to see your analysis of the seeming disconnect between the US stock market's bullish behavior and underlying structural concerns.

Your point about the potential for a weaker Korean Won later in the year is also noteworthy. I'm curious to hear more about what factors you believe might contribute to that! What are some signals you are watching?

Thanks again for keeping us informed!