Russia fires nearly 400 drones at Ukraine with signs its spring offensive has started - AP News
Russia fires nearly 400 drones at Ukraine with signs its spring offensive has startedAP News
AP News
Daily Brief
EN → 한국어
Thursday, March 26, 2026
Today's Brief
Today’s Key Insight
Global markets appear to be pricing in a significant de-escalation of Middle East tensions, evidenced by falling oil prices and a broad equity rally. This shift is driving a risk-on mood, particularly benefiting export-heavy economies like Korea, even as broader geopolitical uncertainties persist.
Market Overview
Korean equities surged, with the KOSDAQ leading the charge, reflecting strong investor appetite for risk assets. This robust performance likely stems from the perceived easing of energy price pressures and a generally more optimistic global outlook. US markets also posted solid gains across all major indices, buoyed by the same sentiment of reduced geopolitical risk and a corresponding decline in volatility.
Cross-Market Signals
- Oil Decline & Geopolitical De-escalation: WTI oil’s notable decline, despite news of a Russian offensive in Ukraine, strongly suggests markets are prioritizing the narrative of a “delay” in the Iran conflict, easing immediate supply concerns.
- Risk-On Sentiment: A significant drop in the VIX alongside a broad equity rally clearly signals a return to risk-taking among investors.
- Nuanced Safe-Haven Demand: Gold’s substantial rise, concurrent with a strengthening dollar and falling US 10-year yields, indicates a complex risk environment where some investors are hedging against broader geopolitical instability or seeking inflation protection, even as specific Middle East tensions appear to ease.
Markets 🟢 Mildly Bullish
VIX -6.0% ↓↓ · USD/KRW +1.1% (달러 강세)
World
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Meta and YouTube found liable in landmark social media addiction trial
A woman has been awarded $3m in a verdict that could have implications for hundreds of other cases in the US.
BBC World
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Trump plans May visit to China for talks with Xi after Iran war delay - Reuters
Trump plans May visit to China for talks with Xi after Iran war delayReuters
Reuters
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Airbus wins Chinese airline’s 101-plane order in victory over Boeing in key market
China Eastern Airlines said on Wednesday it placed a multibillion-dollar order for 101 Airbus A320neo aircraft, marking another success for the French company after it raked in big orders from Chinese airlines in December and amid uncertainties related to a widely speculated potential deal between its rival Boeing and Beijing. While the list price of the deal would be US$15.8 billion, China Eastern said Airbus had granted it “a significant price discount” which was “more favourable than the...
SCMP
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U.S. Postal Service seeks 8% fuel surcharge for package deliveries as Iran war raises oil prices
Oil prices have jumped more than 40% since Feb. 28, when the U.S. and Israel attacked Iran.
CNBC
Korea
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White House: 'Trump's May Visit to China Confirmed'... Timed with End of Iran War?
한겨레
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Bad Credit Loans Hit 10-Year Worst... Banks Face Growing Burden on Financial Health
The burden of soundness management has increased due to economic slowdown and high interest rates. At the end of last year, the ratio of non-performing loans in household credit loans across the banking sector recorded its highest level since 2015. Additionally, corporate loan defaults, primarily among large corporations, increased...
매일경제
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US Court First Recognizes Responsibility for Social Media Addiction... Verdict of 9 Billion Won Compensation Against Meta and Google
A US court has for the first time recognized Meta and Google's responsibility in a lawsuit concerning youth social media addiction. On the 25th (local time), a jury in a Los Angeles (LA) first-instance court in California ruled in a youth social media addiction lawsuit that Meta and Google neglected platform structures, such as infinite scrolling and algorithmic recommendations, that lead users to addiction, causing fatal damage to the mental health of adolescents. The jury found both companies
조선일보
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Lee Mentions Property Tax This Time... Will Real Estate Tax Reform Begin in Earnest?
The Blue House (Presidential Office) recently targeted multi-homeowners and owners of high-priced or non-residential single homes as subjects for real estate policy measures. The Blue House has previously stated that property tax is one of the policy tools that can be considered depending on market conditions. Previously, President Lee on his X (formerly...
네이버뉴스
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Aftermath of Middle East War... Global Financial Markets Will Shake if 'Oil Money' Stops [Global Money X-File]
한국경제