Keep pulling the thread on United States.
The war in Iran is a contributing factor to higher inflation.
US headline CPI increased at an annual rate of 3.8% last month, driven by higher gasoline and grocery prices.
The market has shifted from pricing in two Federal Reserve rate cuts to now pricing in the possibility of a rate hike.
South Korea's Kospi index has risen over 80% year-to-date.
South Korea's semiconductor exports to the U.S. grew by 339% in March.
Hyperscalers are currently more focused on the shortage of compute than on rising energy costs, and they plan to continue expanding capital expenditures.
The Strait of Hormuz is currently closed due to ongoing conflict.
Over the last two months, China's Foreign Minister Wang Yi has conducted over 30 phone calls with counterparts in Gulf countries, Iran, the European Union, and Russia regarding the regional conflict.
The recent US inflation data caused U.S. Treasury yields to rise across the entire curve.
Weakness among chip makers contributed to the S&P 500 and the NASDAQ composite falling from record highs.
David Savage believes there is a disconnect between how equity markets and bond markets are pricing inflation.
According to David Savage, bond markets have been signaling that inflation is accelerating.