BULL / BEAR CASE
▲ BULL
Sullivan: What the 2026 midterms could mean for energy inves
[전력/에너지]
Marzetti targets 25-75 bps full-year margin growth as Chick-
FinancialJuice: US officials have held up approval for Ameri
[반도체] [중국] [SK하이닉스]
▼ BEAR
Midterm elections 2026 live updates: Economy, inflation and
[금융]
Bank of Canada Says Fiscal and Monetary Policy Aren’t at Odd
[금융]
Ibotta rallies on Q3 results; Goldman removes Sell rating
Walter explores Delaware Life sale as part of TWG restructur
[중동/지정학]
TODAY'S MACRO CALENDAR
11/4(수) 24:16
🇺🇸 Congressional Elections
발표치
-
예상치
-
이전치
-
11/6(금) 22:30
🇺🇸 Average Hourly Earnings m/m
발표치
-
예상치
0.3%
이전치
0.1%
11/6(금) 22:30
🇺🇸 비농업고용지수 (NFP)
발표치
-
예상치
65K
이전치
29K
11/6(금) 22:30
🇺🇸 실업률
발표치
-
예상치
4.2%
이전치
4.2%
REAL-TIME NEWS TIMELINE
금융
2
4분 전부정 CNBC
Midterm elections 2026 live updates: Economy, inflation and other voter concerns [원문보기]
Midterm elections 2026 live updates: Economy, inflation and other voter concerns
7분 전부정 Bloomberg
Bank of Canada Says Fiscal and Monetary Policy Aren’t at Odds [원문보기]
Bank of Canada Says Fiscal and Monetary Policy Aren’t at Odds
자동차/로봇
3
6분 전중립 FinancialJuice
FinancialJuice: Apple opens Siri AI preview to all developers. $AAPL [원문보기]
FinancialJuice: Apple opens Siri AI preview to all developers. $AAPL
13분 전중립 SeekingAlpha
Danaher unit Cepheid wins FDA nod for Xpert Hemorrhagic Fever Panel [원문보기]
Danaher unit Cepheid wins FDA nod for Xpert Hemorrhagic Fever Panel
21분 전중립 SeekingAlpha
Adtran expects Q4 revenue of $272M-$292M while targeting 10% non-GAAP operating margin [원문보기]
Adtran expects Q4 revenue of $272M-$292M while targeting 10% non-GAAP operating margin
전력/에너지
1
8분 전긍정 CNBC
Sullivan: What the 2026 midterms could mean for energy investors [원문보기]
Sullivan: What the 2026 midterms could mean for energy investors
금리/통화정책
2
8분 전중립 FinancialJuice
FinancialJuice: ECB's Sleijpen: Problems in France must be solved in Paris [원문보기]
FinancialJuice: ECB's Sleijpen: Problems in France must be solved in Paris
32분 전중립 FinancialJuice
FinancialJuice: ECB's Nagel on France Budget: This isn't a task for monetary policy. [원문보기]
FinancialJuice: ECB's Nagel on France Budget: This isn't a task for monetary policy.
방산/우주
1
11분 전중립 SeekingAlpha
AIRO Group offers upside as military drone demand accelerates: Roth Capital [원문보기]
AIRO Group offers upside as military drone demand accelerates: Roth Capital
테크/AI
1
14분 전중립 SeekingAlpha
RioCan reaffirms $1.60-$1.62 core FFO per unit, while acquiring $55M East Hills stake and planning ~$100M 2026 retail infill spend [원문보기]
RioCan reaffirms $1.60-$1.62 core FFO per unit, while acquiring $55M East Hills stake and planning ~$100M 2026 retail infill spend
중동/지정학
1
16분 전부정 SeekingAlpha
Walter explores Delaware Life sale as part of TWG restructuring - report [원문보기]
Walter explores Delaware Life sale as part of TWG restructuring - report
반도체
1
21분 전긍정 FinancialJuice
FinancialJuice: US officials have held up approval for American chipmaking equipment needed by SK Hynix to expand production in China - Sources. [원문보기]
FinancialJuice: US officials have held up approval for American chipmaking equipment needed by SK Hynix to expand production in China - Sources.
AI/IT
1
31분 전중립 CNBC
Binance co-CEO Richard Teng says hackers used fake job interviews, AI tool to steal $6.3 billion in crypto [원문보기]
Binance co-CEO Richard Teng says hackers used fake job interviews, AI tool to steal $6.3 billion in crypto
기타 글로벌 이슈
2
11분 전부정 SeekingAlpha
Ibotta rallies on Q3 results; Goldman removes Sell rating [원문보기]
Ibotta rallies on Q3 results; Goldman removes Sell rating
14분 전긍정 SeekingAlpha
Marzetti targets 25-75 bps full-year margin growth as Chick-fil-A adds spicy sauce on November 16 [원문보기]
Marzetti targets 25-75 bps full-year margin growth as Chick-fil-A adds spicy sauce on November 16