BULL / BEAR CASE
▲ BULL
Thales expands Google Cloud partnership to secure agentic AI
[조선] [AI/IT] [알파벳]
Arcadis expands AI strategic collaboration with Autodesk
[금융] [자동차/로봇] [AI/IT]
TotalEnergies Lifts Payout as Rising Oil Prices Boost Profit
[전력/에너지]
Heineken Sees Vietnam, India, China as Growth Markets
[중국]
▼ BEAR
Warburg Pincus: Japan 'Real & Attractive Opportunity’
[중동/지정학]
UK Issues Warning Over Tight Power Supplies for Monday Eveni
[전력/에너지] [자동차/로봇] [2차전지]
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
98K
이전치
162K
10/2(금) 21:30
🇺🇸 실업률
발표치
-
예상치
4.1%
이전치
4.1%
REAL-TIME NEWS TIMELINE
중동/지정학
2
조선
1
4분 전긍정 SeekingAlpha
Thales expands Google Cloud partnership to secure agentic AI workflows [원문보기]
Thales expands Google Cloud partnership to secure agentic AI workflows
금융
2
6분 전긍정 SeekingAlpha
Arcadis expands AI strategic collaboration with Autodesk [원문보기]
Arcadis expands AI strategic collaboration with Autodesk
34분 전중립 FinancialJuice
FinancialJuice: BoE's Dhingra: Worry that high rates would hit investment and lower supply [원문보기]
FinancialJuice: BoE's Dhingra: Worry that high rates would hit investment and lower supply
전력/에너지
5
24분 전긍정 Bloomberg
TotalEnergies Lifts Payout as Rising Oil Prices Boost Profit [원문보기]
TotalEnergies Lifts Payout as Rising Oil Prices Boost Profit
36분 전부정 Bloomberg
UK Issues Warning Over Tight Power Supplies for Monday Evening [원문보기]
UK Issues Warning Over Tight Power Supplies for Monday Evening
41분 전중립 FinancialJuice
FinancialJuice: Qatar extends LNG force majeure for Pakistan into November [원문보기]
FinancialJuice: Qatar extends LNG force majeure for Pakistan into November
42분 전중립 Bloomberg
European Gas Steadies as Traders Eye Mixed Signals on Iran [원문보기]
European Gas Steadies as Traders Eye Mixed Signals on Iran
48분 전중립 CNBC
Brent crude tops $107 as Trump rejects Iranian proposal to reopen Hormuz Strait [원문보기]
Brent crude tops $107 as Trump rejects Iranian proposal to reopen Hormuz Strait
중국
1
31분 전긍정 Bloomberg
Heineken Sees Vietnam, India, China as Growth Markets [원문보기]
Heineken Sees Vietnam, India, China as Growth Markets
기타 글로벌 이슈
4
10분 전중립 CNBC
Northern Star shares pop as Australia's largest gold miner rejects $27 billion takeover proposal [원문보기]
Northern Star shares pop as Australia's largest gold miner rejects $27 billion takeover proposal
20분 전중립 FinancialJuice
FinancialJuice: Currency Strength Chart: Strongest: USD, NZD, GBP, AUD, CAD, GBP, EUR, CHF - Weakest [원문보기]
FinancialJuice: Currency Strength Chart: Strongest: USD, NZD, GBP, AUD, CAD, GBP, EUR, CHF - Weakest
28분 전중립 Bloomberg
Spar Plans Board Changes by November as Turnaround Drags [원문보기]
Spar Plans Board Changes by November as Turnaround Drags
39분 전중립 Bloomberg
Rising Fuel Prices Brew Higher Costs for Major Beer Maker [원문보기]
Rising Fuel Prices Brew Higher Costs for Major Beer Maker