미국 7월 CPI 예상에 부합 다만, shelter 0.1%는 월드컵 종료에 따른 호텔 등 숙박비 하락 때문. 반면, Rent of primary residence와 OER은 0.3%씩(내년에는 떨어지겠지…이러면서 몇 년). Medicla service도 0.6%. 둘 다 sticky하고 비중 높은 항목 결국 마냥 좋게 해석하기는 힘든 구석 많음. 그나마 금리 인상 재료로는 부족
Signed Hiena
Channel
@samsung_macro
On this record: Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry
7,648subscribers
+91 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
| Telegram ID | -1001425475418 |
|---|---|
| Type | Channel |
| Username | @samsung_macro |
| Description | I’m back |
| Created | 21 October 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/samsung_macro |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 15:03 | 7,648 | +46 |
| 9 Aug 2026, 15:17 | 7,602 | +45 |
| 6 Aug 2026, 05:10 | 7,557 | no change |
| 6 Aug 2026, 04:35 | 7,557 | first reading |
41 posts held, back to 31 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 11 pagesof Telegram’s post history, 20 posts per page.
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views— note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 12 August 2026 |
|---|---|
| Posts held | 41 (31 July 2026 – 12 August 2026) |
| Views total | 173,690 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 17:16 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
Lifetime counters from Telegram’s own channel header, read 12 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
미국 7월 CPI 예상에 부합 다만, shelter 0.1%는 월드컵 종료에 따른 호텔 등 숙박비 하락 때문. 반면, Rent of primary residence와 OER은 0.3%씩(내년에는 떨어지겠지…이러면서 몇 년). Medicla service도 0.6%. 둘 다 sticky하고 비중 높은 항목 결국 마냥 좋게 해석하기는 힘든 구석 많음. 그나마 금리 인상 재료로는 부족
Signed Hiena
일본 10년 2.848% 조만간 3.0%…
Signed Hiena
누가 펌프질을 열심히 했나 보네요 10년 호황이라뇨
Signed Hiena
ADP 주간 고용 미국 노동시장 실속 중(stalling) 금리 인상? 에이
Signed Hiena
Photo, posted without a caption
Signed Hiena
AI 투자는 GPU 담보로 미래 현금을 수취한다는 점에서 00년 버블이 아니라 08년 주택시장과 비슷하다는 주장. 맞고 틀리고를 떠나 이해의 틀 관점에서 보시길 https://www.groundbrkr.com/p/the-second-derivative-why-no-one
Signed Hiena
중국 인민폐 국제화? 갈 길 멀다 하지만 위안화가 단순히 '결제받는' 통화에 그치지 않고 세계가 '저축(보유)하는' 통화로 자리 잡을 수 있을지는 행정적 추진만으로는 해결할 수 없는 문제입니다. 이는 가장 넘기 힘든 고비이며, 그 여정은 이제 막 시작되었을 뿐입니다. But whether the renminbi becomes a currency the world chooses to save in — rather than one it is merely paid in — is a question an administrative push cannot answer. It is the hardest mile, and it has only just begun.
Signed Hiena
미중일의 노동시장 상황과 투자를 보면, 그야말로 각양각색 미국은 고령화, 펜타닐, 이민제한 등으로 노동력이 부족한 상황. 안 그래도 이전부터 임금이나 서비스 비용은 높았음. 게다가 유형자산보다는 무형자산 투자가 중심이었음. 그러다 AI 투자 급증하니 화들짝 놀라서 이게 과잉 아니냐는 우려가 증폭 일본은 17년부터 노동력 부족 현상이 심화. 단카이 세대 은퇴 탓. 그러나, 노동생산성은 정체, 유형자산 투자는 부진(해외 투자확대, 저성장 등으로). 노동력 부족에도 임금 수준은 대체로 30년전과 비슷. 엔화 약세로 대기업 임금 상승율 높음. 노동력 부족과 투자 부진이 동시에 나타나는 상황. 이 또한 독특함. 뭔가 loop에 빠진 듯한 상황. 다카이치의 370조엔 투자 공약이 나온 이유. 중국은 저성장과 주택버블 붕괴로 노동시장 약화. 그럼에도…
SF Fed Economic Letter 팬데믹 이후 채권과 주식의 상관 관계 부호가 바뀜. 다양한 공급 충격 영향. 채권의 헤지 기능 약화. 새삼스레…
Photo, posted without a caption
Photo, posted without a caption
BOJ, 9-10월 금리 인상 전망 엔화 약세 + 물가 상방 리스크 우려. 단 terminal rate는 1.5% 유지. 엔캐리 트레이드 청산 우려는 과도 물가 상방 리스크에 대한 우려도 확대 지난달 30~31일 이후의 미-일 양국 외환시장 개입이 효과를 거두지 못하고 있습니다. 개입 전 엔/달러 환율은 163엔에서 이후 157엔까지 하락했으나, 더 이상 하락하지 않고 오히려 8월 10일에는 158엔으로 소폭 상승했습니다. 이는 최근의 엔화 약세가 ‘11년 동일본 대지진, ‘20년 팬데믹 등과 같은 일시적인 충격의 결과가 아니기 때문입니다. 미국과 일본의 잠재 성장률 격차는 1%pts 이상이고, 올해 성장률 격차도 최소한 그만큼으로 추정됩니다. 특히, 미국은 노동생산성이 꾸준하게 상승하고 있으나, 일본은 2005년 이후 줄곧 정체 상태…
Showing the 12 most recent of 41 posts we hold for @samsung_macro. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
@samsung_macro edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
Citation-graph rank — 30,714 of 1,160,990entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 12 August 2026 — this entry's latest reading, not the date you are reading this.
“삼성리서치 매크로 정성태” (@samsung_macro), 7,648 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/samsung_macro.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.