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jenny@coresixteen.com coresixteen.com
Company NameCORE16 Inc.
CEODavid Cho
Business Registration Number762-81-03235
officePhone070-4225-0201
Address83, Uisadang-daero, Yeongdeungpo-gu, Seoul, 07325, Republic of KOREA
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New York Market Recap

Morning session summary|Updated 2026-09-26 AM 7:30

Market anxiety subsided significantly as oil prices and interest rates stabilized on expectations of de-escalation between the U.S. and Iran. In addition, investment enthusiasm revived as major technology firms unveiled new artificial intelligence technologies and continued investments.

Events That Move Markets

1

Geopolitical tensions eased following discussions on de-escalating the U.S.-Iran conflict and proposals to reopen the Strait of Hormuz

2

Inflation concerns eased as international crude oil prices fell sharply on expectations of reduced geopolitical risk in the Middle East

3

U.S. Treasury yields, which had surged intra-day, pulled back to stabilize amid falling oil prices and hopes for progress in Middle East talks

4

AI tech stocks gained strength on Microsoft's unveiling of new AI agents and news of large-scale cloud contracts

5

Optimistic outlooks continued, including Meta's price target hike and bullish broker ratings on key tech stocks

Yeouido Market Recap

Afternoon session summary|Updated 2026-09-26 PM 12:00

Despite the surge in oil prices, concerns over an actual economic recession have eased, driving investment sentiment into commodities and energy infrastructure assets. Furthermore, rising power demand for AI coupled with the restructuring of global supply chains is strengthening buying pressure in the solar and advanced technology components sectors.

Events That Move Markets

1

Despite recession fears driven by surging oil prices, real oil prices and leading indicators suggest a low probability of immediate stagflation, heightening interest in commodity sector rotation.

2

Expectations surrounding the implementation of Section 232 of the U.S. Trade Expansion Act are expanding momentum for major domestic solar companies that have secured non-Chinese solar supply chains.

3

LNG midstream infrastructure companies are expected to benefit from the U.S.-led restructuring of LNG supply chains following the Middle East crisis, combined with surging power demand from AI data centers.

4

The expanded field deployment of global humanoid robots and moves to establish non-Chinese supply chains are driving order expectations for domestic precision reducer and actuator component manufacturers.

5

Amid accelerating AI drug discovery collaboration between global big pharma and big tech, domestic biotech companies equipped with proprietary experimental data and platforms are expected to secure technology transfer deals.

CPI YoY Nowcast

US CPI (YoY)

Nowcast
2026-09-26
3.51%

Previous CPI (YoY) was 3.4% on Sep 11.

Our next CPI (YoY) nowcast is 3.51%.

Next CPI release is scheduled for Oct 14, 9:30 PM KST.

Updated: 2026-09-26

USD/KRW Forecast

Current
1,352.4
Forecast · 5D
1,344.1
2026-01-18
Forecast · 10D
1,338.8
2026-01-23
Forecast · 20D
1,329.6
2026-02-02
Actual
Predicted