Foreign Capital in US Stocks, Korea's Policy Shift, and US-China Semiconductor Tensions

In episode 47, Michelle explores the role of foreign capital in the recent rise of the US stock market and discusses the potential risks associated with this trend. The episode then turns to the Bank of Korea's recent monetary policy changes, analyzing the market's reactions. Michelle also examines Germany's fiscal policy shifts and their impact on bond markets. Additionally, the episode delves into the ongoing US-China semiconductor tensions, considering their implications for global markets. Michelle wraps up the episode with closing remarks and encourages listeners to follow The Wall Street Daily Brief for continued insights and updates on financial developments. (0:00) Could foreign capital be driving the US stock market's rise and its potential risks? (1:40) Bank of Korea's monetary policy changes and market reactions (3:27) Germany's fiscal policy shifts and their impact on bond markets (4:25) US-China semiconductor tensions and global market implications (5:56) Closing remarks and call to follow the podcast