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Callum Thomas urges investors to consider the KOSPI index as a key market indicator. He notes that many market participants do not focus on Korea when monitoring global markets.
Thomas highlights the topic as part of his latest Weekly Macro Themes report.
Thomas has previously flagged elevated stock market valuations following a sharp rebound, citing building momentum and pressure (link). In an earlier review of the S&P 500, he noted a potential 7,500 ceiling and identified rising risk factors (link). His market commentary often highlights emerging signals across both equities and risk indicators.