[US Market Update for Thursday, October (month 10) 8] Are Bond Buyers Finally Coming In? A Curious Tug-of-War Between Growth and Debt!

The video sums up today by saying that with growth you survive, and without it you could die, and that fortunes diverged depending on the combination of growth and inflation. It reports that France's Le Pen's remarks about fiscal cuts amounted to empty talk, sending government bond yields sharply higher intraday from 4.7 to 4.9 and European stocks down by percentages in the middle of the 1% range, whereas the US recovered intraday after opening down 1%. It reports Goldman Sachs's analysis that the expansion of AI infrastructure drove S&P 500 earnings per share up a sharp 27% year over year, marking growth above 25% for 3 consecutive quarters. It says big tech is entering the AI battle and deploying money using accumulated earnings and credit, while China is running out of funding, citing DeepSeek and Moonshot's IPO efforts, and has no margins because of baechuhwa [unclear caption]. It explains that the FOMC minutes treated 1 additional hike by year-end as a foregone conclusion and identified oil prices and AI as sources of price pressure, while employment is in a state of neither firing nor hiring. It says the levels of 847 won per hundred yen and 1,499 won per euro were breached, the dollar rose from 101.84 to 102.29, the BOJ governor signaled a hike, and it sees a 90% likelihood of Korea holding rates in October (month 10). It reports that enormous amounts of money entered the auction of US 10-year bonds at 5.3%, with indirect bidders taking 80.3% and a bid-to-cover ratio of 2.77 times, and that the Q&A covered reports of Solidigm selecting underwriters for a US IPO and Samsung operating profit of 107.4 trillion won. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.