BULL / BEAR CASE
▲ BULL
Boeing rises 3% after securing U.S. navy deal to develop nex
[방산/우주] [자동차/로봇] [2차전지]
European markets gain on upward GDP revisions and broad sect
[자동차/로봇] [2차전지] [중동/지정학]
Stock futures rise as Treasury yields take a breather
[금융]
▼ BEAR
FinancialJuice: German Economy Ministry Spokesperson: Econom
[전력/에너지]
TODAY'S MACRO CALENDAR
9/30(수) 21:30
🇺🇸 근원 개인소비지출(PCE) 물가지수 m/m
발표치
-
예상치
0.3%
이전치
0.2%
9/30(수) 21:30
🇺🇸 GDP 성장률 확정치 q/q
발표치
-
예상치
1.5%
이전치
1.5%
10/2(금) 21:30
🇺🇸 Average Hourly Earnings m/m
발표치
-
예상치
0.3%
이전치
0.3%
10/2(금) 21:30
🇺🇸 비농업고용지수 (NFP)
발표치
-
예상치
90K
이전치
162K
10/2(금) 21:30
🇺🇸 실업률
발표치
-
예상치
4.1%
이전치
4.1%
REAL-TIME NEWS TIMELINE
방산/우주
1
방금긍정 CNBC
Boeing rises 3% after securing U.S. navy deal to develop next-generation fighter jet [원문보기]
Boeing rises 3% after securing U.S. navy deal to develop next-generation fighter jet
전력/에너지
4
20분 전중립 CNBC
Russia targets data centers in Kyiv as NATO condemns Moscow’s ‘irresponsible nuclear rhetoric’ [원문보기]
Russia targets data centers in Kyiv as NATO condemns Moscow’s ‘irresponsible nuclear rhetoric’
43분 전중립 FinancialJuice
FinancialJuice: German Economy Ministry Spokesperson: Government will establish strategic gas reserve from 2027. [원문보기]
FinancialJuice: German Economy Ministry Spokesperson: Government will establish strategic gas reserve from 2027.
45분 전부정 FinancialJuice
FinancialJuice: German Economy Ministry Spokesperson: Economy minister decided to instruct SEFE to increase natural gas storage due to ongoing geopolitical risks. [원문보기]
FinancialJuice: German Economy Ministry Spokesperson: Economy minister decided to instruct SEFE to increase natural gas storage due to ongoing geopolitical risks.
48분 전중립 Bloomberg
Germany Tells State-Owned SEFE to Store Gas as Winter Nears [원문보기]
Germany Tells State-Owned SEFE to Store Gas as Winter Nears
자동차/로봇
4
22분 전긍정 SeekingAlpha
European markets gain on upward GDP revisions and broad sector rally [원문보기]
European markets gain on upward GDP revisions and broad sector rally
52분 전중립 FinancialJuice
FinancialJuice: Spanish Current Account Balance Actual 5.909B (Forecast -, Previous 2.41B) [원문보기]
FinancialJuice: Spanish Current Account Balance Actual 5.909B (Forecast -, Previous 2.41B)
52분 전중립 FinancialJuice
FinancialJuice: Italian Mfg Business Confidence Actual 91.9 (Forecast 90.5, Previous 89.9 ,Revision 90.2) [원문보기]
FinancialJuice: Italian Mfg Business Confidence Actual 91.9 (Forecast 90.5, Previous 89.9 ,Revision 90.2)
52분 전중립 FinancialJuice
FinancialJuice: Italian Consumer Confidence Actual 91.2 (Forecast 94.4, Previous 94.5) [원문보기]
FinancialJuice: Italian Consumer Confidence Actual 91.2 (Forecast 94.4, Previous 94.5)
금융
5
39분 전중립 Bloomberg
Banks Add Rare Lender Protection to Nestle Water Debt Deal [원문보기]
Banks Add Rare Lender Protection to Nestle Water Debt Deal
41분 전중립 Bloomberg
French Inflation Accelerates to Highest in Two Years [원문보기]
French Inflation Accelerates to Highest in Two Years
42분 전긍정 SeekingAlpha
Stock futures rise as Treasury yields take a breather [원문보기]
Stock futures rise as Treasury yields take a breather
52분 전중립 FinancialJuice
FinancialJuice: North-Rhine CPI YoY Actual 3.3% (Forecast -, Previous 2.9%) [원문보기]
FinancialJuice: North-Rhine CPI YoY Actual 3.3% (Forecast -, Previous 2.9%)
52분 전중립 FinancialJuice
FinancialJuice: North Rhine CPI MoM Actual 0.6% (Forecast -, Previous 0.2%) [원문보기]
FinancialJuice: North Rhine CPI MoM Actual 0.6% (Forecast -, Previous 0.2%)
테크/AI
1
52분 전중립 Bloomberg
Airbnb’s Bet on Experience-Driven Marketing [원문보기]
Airbnb’s Bet on Experience-Driven Marketing