https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-2026-second-half-market-outlook.en https://www.youngju.dev/blog/finance/2026-06-18-2026-second-half-market-outlook.en A recap of the first half of 2026 through the lens of the AI rally and volatility, rates, and crypto, followed by the variables that will shape the second half (the Fed, earnings, geopolitics, AI monetization). We compare bull, base, and bear scenarios in a table and lay out a sector-rotation view, a risk checklist, and principles for individual investors in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) market-outlookinvestingmacroai-rallycryptoscenario-analysis https://www.youngju.dev/blog/finance/2026-06-18-2026-second-half-market-outlook.ja https://www.youngju.dev/blog/finance/2026-06-18-2026-second-half-market-outlook.ja 2026年上半期をAIラリーとボラティリティ、金利、クリプトの流れで振り返り、下半期を左右する変数(FRB・決算・地政学・AI収益化)を点検します。強気・基本・弱気の3シナリオをテーブルで比較し、セクターローテーションの視点、リスクチェックリスト、個人投資家の原則をバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) market-outlookinvestingmacroai-rallycryptoscenario-analysis https://www.youngju.dev/blog/finance/2026-06-18-2026-second-half-market-outlook https://www.youngju.dev/blog/finance/2026-06-18-2026-second-half-market-outlook 2026 상반기 시장을 AI 랠리와 변동성, 금리, 크립토 흐름으로 요약하고, 하반기를 좌우할 변수(연준·실적·지정학·AI 수익화)를 점검합니다. 강세·기본·약세 세 시나리오를 테이블로 비교하고, 섹터 로테이션 관점과 리스크 체크리스트, 개인투자자의 원칙을 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) market-outlookinvestingmacroai-rallycryptoscenario-analysis