BULL / BEAR CASE
▲ BULL
India IT Gains Favor as an Anti-AI Bet Despite Mixed Earning
[AI/IT]
FinancialJuice: Liteon highlights 800 VDC power technologies
[반도체] [전력/에너지] [AI/IT] [엔비디아]
▼ BEAR
FinancialJuice: Saudi-led coalition: intercepted and destroy
[중동/지정학]
Russia returns to G20 table in Bangkok on U.S. invitation th
TODAY'S MACRO CALENDAR
10/14(수) 21:30
🇺🇸 근원 소비자물가지수(CPI) m/m
발표치
-
예상치
0.2%
이전치
0.3%
10/14(수) 21:30
🇺🇸 근원 소비자물가지수(소비자물가지수(CPI)) y/y
발표치
-
예상치
2.5%
이전치
2.4%
10/14(수) 21:30
🇺🇸 소비자물가지수(CPI) m/m
발표치
-
예상치
0.6%
이전치
0.4%
10/14(수) 21:30
🇺🇸 소비자물가지수(CPI) y/y
발표치
-
예상치
3.6%
이전치
3.4%
10/15(목) 21:30
🇺🇸 Core PPI m/m
발표치
-
예상치
0.3%
이전치
0.2%
10/15(목) 21:30
🇺🇸 근원 소매판매 m/m
발표치
-
예상치
0.6%
이전치
1.4%
10/15(목) 21:30
🇺🇸 PPI m/m
발표치
-
예상치
0.6%
이전치
0.4%
10/15(목) 21:30
🇺🇸 소매판매 m/m
발표치
-
예상치
0.3%
이전치
1.2%
10/16(금) 12:30
🇺🇸 Fed Chairman Warsh Speaks
발표치
-
예상치
-
이전치
-
REAL-TIME NEWS TIMELINE
중국
1
13분 전중립 Bloomberg
China’s National Team Signals Return With Heavy ETF Inflows [원문보기]
China’s National Team Signals Return With Heavy ETF Inflows
테크/AI
3
14분 전중립 Bloomberg
City Therapeutics Raises $200 Million in Upsized US IPO [원문보기]
City Therapeutics Raises $200 Million in Upsized US IPO
31분 전중립 Bloomberg
India’s Rupee Rebound Comes With Growing Strains in FX Market [원문보기]
India’s Rupee Rebound Comes With Growing Strains in FX Market
36분 전중립 CNBC
S&P 500 futures are little changed as index heads for losing week: Live updates [원문보기]
S&P 500 futures are little changed as index heads for losing week: Live updates
전력/에너지
1
17분 전중립 Bloomberg
BOE Chief Says Energy Shock Delays 2% Inflation Target [원문보기]
BOE Chief Says Energy Shock Delays 2% Inflation Target
금융
4
24분 전중립 Bloomberg
PBOC’s Pan Touts Yuan Assets to Investors at Deutsche Bank Event [원문보기]
PBOC’s Pan Touts Yuan Assets to Investors at Deutsche Bank Event
29분 전중립 FinancialJuice
FinancialJuice: S. Korea: September foreign net investment in local bonds $-5.81 billion vs $-4.53 billion in August - central bank [원문보기]
FinancialJuice: S. Korea: September foreign net investment in local bonds $-5.81 billion vs $-4.53 billion in August - central bank
29분 전중립 FinancialJuice
FinancialJuice: S.Korea: September foreign net investment in local stocks -$14.16 billion vs $0.04 billion in August - central bank [원문보기]
FinancialJuice: S.Korea: September foreign net investment in local stocks -$14.16 billion vs $0.04 billion in August - central bank
37분 전중립 Bloomberg
Australia’s Three-Year Bond Sale Sees Highest Demand Since 2018 [원문보기]
Australia’s Three-Year Bond Sale Sees Highest Demand Since 2018
중동/지정학
2
48분 전중립 Bloomberg
Indian Software Stocks Set to Beat AI Peers by Most in Decades [원문보기]
Indian Software Stocks Set to Beat AI Peers by Most in Decades
49분 전부정 FinancialJuice
FinancialJuice: Saudi-led coalition: intercepted and destroyed drone launched toward Saudi Arabia's eastern region [원문보기]
FinancialJuice: Saudi-led coalition: intercepted and destroyed drone launched toward Saudi Arabia's eastern region
AI/IT
2
58분 전긍정 Bloomberg
India IT Gains Favor as an Anti-AI Bet Despite Mixed Earnings [원문보기]
India IT Gains Favor as an Anti-AI Bet Despite Mixed Earnings
1시간 전중립 FinancialJuice
FinancialJuice: OpenAI: Rosalind academic plan now accessible to academic Lai [원문보기]
FinancialJuice: OpenAI: Rosalind academic plan now accessible to academic Lai
지정학/에너지
1
1시간 전부정 CNBC
Russia returns to G20 table in Bangkok on U.S. invitation that angers Europe [원문보기]
Russia returns to G20 table in Bangkok on U.S. invitation that angers Europe
반도체
1
1시간 전긍정 FinancialJuice
FinancialJuice: Liteon highlights 800 VDC power technologies at Nvidia MGX ecosystem during OCP to boost next-gen AI infrastructure [원문보기]
FinancialJuice: Liteon highlights 800 VDC power technologies at Nvidia MGX ecosystem during OCP to boost next-gen AI infrastructure