BULL / BEAR CASE
▲ BULL
Europe stocks rise as investors look past U.S.-Iran standoff
[중동/지정학]
China Says Japan Ties Need ‘Normalization’ Again Over Taiwan
[중국]
▼ BEAR
GM tech costs to fall by $20B through 2031 after rollback of
FinancialJuice: Iran's Parliament Speaker Qalibaf: No one in
[전력/에너지] [중동/지정학]
Michael Burry shifts AI shorts to puts while Anthropic revea
[자동차/로봇] [2차전지] [AI/IT]
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
중동/지정학
2
7분 전긍정 SeekingAlpha
Europe stocks rise as investors look past U.S.-Iran standoff [원문보기]
Europe stocks rise as investors look past U.S.-Iran standoff
33분 전중립 FinancialJuice
FinancialJuice: Iran's IRGC Spokesperson: US has no other choice but to declare failure and leave the region. [원문보기]
FinancialJuice: Iran's IRGC Spokesperson: US has no other choice but to declare failure and leave the region.
전력/에너지
2
18분 전부정 FinancialJuice
FinancialJuice: Iran's Parliament Speaker Qalibaf: No one in the region shall sell its oil if Iran cannot sell its oil, if Iran has no security then no regional infrastructure shall be safe - State Media [원문보기]
FinancialJuice: Iran's Parliament Speaker Qalibaf: No one in the region shall sell its oil if Iran cannot sell its oil, if Iran has no security then no regional infrastructure shall be safe - State Media
50분 전중립 Bloomberg
Saudi Arabia Restores Key Oil Pipeline as Hormuz Talks Stall [원문보기]
Saudi Arabia Restores Key Oil Pipeline as Hormuz Talks Stall
테크/AI
2
20분 전중립 Bloomberg
Lux Capital in Talks to Join Onodrim Round at Unicorn Valuation [원문보기]
Lux Capital in Talks to Join Onodrim Round at Unicorn Valuation
30분 전중립 CNBC
CNBC Daily Open: AI’s creators sound the alarm — while others keep building the infrastructure [원문보기]
CNBC Daily Open: AI’s creators sound the alarm — while others keep building the infrastructure
자동차/로봇
3
29분 전부정 SeekingAlpha
Michael Burry shifts AI shorts to puts while Anthropic reveals $42B loss [원문보기]
Michael Burry shifts AI shorts to puts while Anthropic reveals $42B loss
38분 전중립 CNBC
China has three new criteria for humanoid robot IPOs. Few, if any, meet them [원문보기]
China has three new criteria for humanoid robot IPOs. Few, if any, meet them
44분 전중립 FinancialJuice
FinancialJuice: Iran's Revolutionary Guards Spokesperson: Trump is 'a big liar’, US people need to be told the truth. [원문보기]
FinancialJuice: Iran's Revolutionary Guards Spokesperson: Trump is 'a big liar’, US people need to be told the truth.
중국
1
57분 전긍정 Bloomberg
China Says Japan Ties Need ‘Normalization’ Again Over Taiwan Row [원문보기]
China Says Japan Ties Need ‘Normalization’ Again Over Taiwan Row
기타 글로벌 이슈
5
9분 전부정 SeekingAlpha
GM tech costs to fall by $20B through 2031 after rollback of fuel economy standards [원문보기]
GM tech costs to fall by $20B through 2031 after rollback of fuel economy standards
13분 전중립 SeekingAlpha
REA Group secures 35% stake in Irish portal operator Distilled for A$409M [원문보기]
REA Group secures 35% stake in Irish portal operator Distilled for A$409M
43분 전중립 SeekingAlpha
Lilly’s Foundayo 17.2 mg beats oral semaglutide 25 mg on weight loss [원문보기]
Lilly’s Foundayo 17.2 mg beats oral semaglutide 25 mg on weight loss
50분 전중립 SeekingAlpha
Julong Holding announces $897.75K private placement [원문보기]
Julong Holding announces $897.75K private placement
56분 전중립 FinancialJuice
FinancialJuice: Currency Strength Chart: Strongest: USD, JPY, CAD, EUR, GBP, CHF, NZD, AUD - Weakest [원문보기]
FinancialJuice: Currency Strength Chart: Strongest: USD, JPY, CAD, EUR, GBP, CHF, NZD, AUD - Weakest