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May stock market outlook: Earnings, jobs and oil prices set direction

Global stock markets including the KOSPI are extending record highs, while investors in South Korea focus on whether earnings and flows can sustain gains. Wall Street ended mixed on May 1 as the S&P 500 and Nasdaq hit records. Markets are watching U.S. April nonfarm payrolls and the jobless rate on May 8, with volatility possible. Semiconductor stocks remain central, while sector rotation and continued inflows via funds and ETFs are also in focus. High oil prices and the won-dollar exchange rate are key risks.