오늘의 경제 브리핑 — May 29, 2026
The KOSPI reached an all-time high of 8476.15, marking a 24% jump this May. Semiconductor heavyweights are leading the charge, fueled by excitement over NVIDIA CEO Jensen Huang’s upcoming visit and hopes for an end to the U.S.-Iran conflict.
오늘의 경제 브리핑 — May 29, 2026
Financial Market Trends
- KOSPI Hits All-Time High: The KOSPI climbed to 8476.15, hitting a record high for the second time in two days. The rally was driven by major semiconductor stocks like Samsung Electronics and SK Hynix, buoyed by expectations of AI cooperation ahead of NVIDIA CEO Jensen Huang’s visit, hopes for a U.S.-Iran peace deal, and a strong performance in the New York stock market.
- A Historic May Rally: The old Wall Street adage "Sell in May and go away" didn't hold up in the domestic market this year. The KOSPI saw an incredible rally, recording a 24% gain throughout the month of May.
- Bond Market Brand Reputation Rankings: The May 2026 big data analysis for bond brand reputation placed Mirae Asset Securities in 1st place, Shinhan Bank in 2nd, and KB Securities in 3rd.
Key Economic News
- Strong Earnings Expected for Banks in H2: Analysts predict that the banking sector will see solid results in the second half of the year, likely resolving its current undervaluation. Researcher Jung Joon-sup of NH Investment & Securities noted that recent interest rate hikes should act as a positive catalyst for financial holding companies.
- New Bank of Korea Governor Shin Hyun-song Mentions Rate Hike: In his first meeting as the new Governor of the Bank of Korea, Shin Hyun-song hinted at a potential base rate hike. The bank has kept rates frozen at 2.5% for the past 12 months, following a cut in May of last year.
Industry Trends
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Expansion of the AI Transition Market: Major industries like finance and manufacturing are expected to launch large-scale system upgrade projects centered on AI transformation. According to the 2026 major IT market outlook, AI adoption is spreading rapidly across all sectors.
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IT Service Market Growth: Driven by demand for digital transformation, hybrid clouds, AI, and cybersecurity, the IT service market is projected to grow from $1.52 trillion in 2026 to $2.36 trillion by 2031, at a CAGR of 8.78%.
Expert Analysis and Outlook
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Forex Volatility Expected to Calm with Stock Market Stabilization: The President’s office identified foreign stock selling as a primary cause of the weak won and suggested that the exchange rate will stabilize once the stock market finds its footing.
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Signals of a Shift in Monetary Policy: The remarks by new Bank of Korea Governor Shin Hyun-song regarding a base rate hike are being interpreted as the end of the accommodative monetary policy maintained over the past year. Market attention is now increasingly focused on the possibility of a rate increase.
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