Yesterday's economic data from the United States came out really well. Jobless c

Yesterday's economic data from the United States came out really well. Jobless claims fell and GDP for the second quarter was also reported to be 3% growth. The U.S. economy seems to be doing well. However, we will have to wait for monthly data because the number of weekly unemployment claims is not very important for labor market indicators. The dovish members of the FED say that interest rates should be cut and accelerated, but looking at the good indicators, it will be a little difficult. Right now, interest rates on market government bonds are rising slightly.

The Wall Street newspaper article that Super Mirco Computer is under investigation by the Ministry of Justice for its accounting manipulation consultation left more than 10% out. Nvidia also went negative in the market with 8% of the company's operations, but it is true that there is a risk of volatility due to the confusion of news and earnings forecasts on semiconductors. Still, the market will not be fun if semiconductor-related stocks in the U.S. or Korea do not rise.

The nation is said to have about 30 trillion won in tax revenues this year. It is said to be a miscalculation mistake by the Finance Ministry this year, following last year's 56 trillion won ($56 billion). If this happens, provincial grants will not go down, which will only accelerate the disappearance of provincial governments. Furthermore, there is no plan to add an extra budget to the tax revenue shortfall, and the finance ministry has not said anything about any measures. If so, it is a conspiracy theory, but it may be that the ministry is trying to sacrifice the provinces to boost real estate in Seoul. And the social weak are worried about the cold weather, as it is obvious that the government will shift the budget to other places instead of giving welfare to the socially disadvantaged.

Despite the rise in our market yesterday, it was due to Micron's performance, but as the timing of the technological rebound coincided with the expiration of the option, almost all of the calls came out as program purchases aimed at maximizing profits came in. However, as foreigners continue to sell nearly 4 million shares in net, it seems that we should invest with the individual risks of Samjeon remaining in the market.

The season feels like autumn is getting deeper. According to the news, the temperature suddenly drops from the day of the Armed Forces. My wife, who is going through menopause, says she is still hot, so I'm happy about the drop in temperature, but when the cold wind blows, men will instinctively look back on the results of the year's harvest. I'm sure everyone did a good job in autumn. From the weekend, Kim Dong-gyu's song "One Day in October" will be broadcasted. When fall comes, words like hometown, nostalgia, and memories come to mind. Have a happy weekend. Enjoy the beginning of autumn.