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연준 금리 인하, 모기지 리츠 (REITs) 강세장 시작했나

Sep 24, 2024 11:05 am UTC| Economy Central Banks

외신 보도에 따르면, B. 라일리(B. Riley)의 새로운 보고서에서 연방준비제도(Fed)가 최근 기준금리를 50bp(베이시스포인트) 인하한 결정이 모기지 리츠(mREITs)의 강세장을 촉발할 수 있다고 밝혔다. B. 라일리는 역사적으로 연준의...

AI 관련 5대 분석: SK하이닉스 강등, ADI 반도체 최선호주 선정

Sep 24, 2024 11:05 am UTC| Economy Technology

외신 보도에 따르면 이번 주 인공지능(AI) 관련 주요 분석가들의 평가가 발표되었다. 윌리엄 블레어(William Blair) 분석가들은 ARM 홀딩스(나스닥: ARM)에 대해 긍정적 평가를 내리며 매수(Outperform) 등급을 부여했다. 회사의 주당...

미국 선거, 감세 및 일자리 법안 향방은?

Sep 24, 2024 11:04 am UTC| Economy Politics

외신 보도에 따르면, 2017년 트럼프 대통령 하에 통과된 감세 및 일자리 법안(TCJA)의 미래는 2024년 미국 선거 이후 다뤄야 할 중요한 재정 정책 중 하나로 떠오르고 있다. 법안은 2025년 12월 31일 만료될 예정이기 때문에, 이를...

EU 자동차 주, 중앙은행 완화에 어떻게 반응할까

Sep 24, 2024 11:04 am UTC| Economy

모건스탠리는 수요일 고객들에게 보낸 보고서에서 중앙은행의 금리 인하에도 불구하고 유럽 자동차 주식이 즉각적인 반등을 보이지 않을 가능성이 있다고 밝혔다. 금리 인하가 신차 구매의 부담을 줄일 것이라는 기대에도 불구하고,...

미 금리 인하가 수요 부진 상쇄하며 유가 안정

Sep 24, 2024 11:04 am UTC| Economy

월요일 유가가 미국 금리 인하와 허리케인 프랜신 이후 미국 원유 공급 감소의 영향을 받아 거의 변동이 없었다. 반면, 주요 원유 수입국인 중국의 수요 부진이 상쇄 효과를 주었다. 브렌트유 11월물은 그리니치표준시(GMT) 기준 12시...

Monroe Capital Launches $1 Billion Fund to Support Small Auto Suppliers in EV Transition

Sep 23, 2024 16:47 pm UTC| Business Economy Politics

Monroe Capital announced plans to establish a $1 billion fund to assist small- and medium-sized auto suppliers as they transition from gasoline-powered vehicles to electric vehicles. The Drive Forward Fund will provide...

Denmark’s PM Downplays Concerns Over Novo Nordisk’s Dominance Amid Economic Growth Surge

Sep 23, 2024 16:44 pm UTC| Business Economy

Denmarks Prime Minister, Mette Frederiksen, rejected concerns over the economic risks posed by Novo Nordisks rapid growth. Despite comparisons to Finlands past dependence on Nokia, Frederiksen highlighted Denmarks diverse...

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Economy

Wall Street Ends Lower as AI Selloff, Iran Tensions Weigh on Tech Stocks

Wall Street closed sharply lower on Friday, ending a two-week winning streak as investors sold technology shares amid a continued pullback in the artificial intelligence (AI) sector and renewed concerns over inflation...

Brent Oil Jumps 16% for Best Week Since April as US-Iran Conflict Fuels Supply Fears

Global oil prices posted their strongest weekly gains in months on Friday as the escalating conflict between the United States and Iran heightened concerns over global crude supply and shipping disruptions through the...

Trump Threatens Higher Canada Tariffs as Wildfire Smoke Sparks U.S. Air Quality Crisis

President Donald Trump has threatened to impose higher tariffs on Canada, blaming the country for worsening air pollution across the United States as smoke from hundreds of active Canadian wildfires spreads south of the...

AI Chip Stocks Face Valuation Pressure as Investors Shift Toward Big Tech and Software

The explosive rally in AI semiconductor stocks is showing signs of cooling as investors question lofty valuations and whether the massive spending on artificial intelligence infrastructure can continue at its current pace....

Malaysia Q2 Economy Grows 5.8%, Beating Forecasts on Strong Tech Exports and Domestic Demand

Malaysias economy expanded by 5.8% year-on-year in the second quarter of 2026, outperforming market expectations and highlighting the countrys resilience despite ongoing geopolitical uncertainties. According to advance...

Politics

Iran Expands Gulf Attacks as U.S. Strikes Intensify, Oil Prices Surge

Iran widened its military campaign against U.S. allies in the Gulf on Saturday after the United States carried out a seventh consecutive night of strikes on Iranian military targets, marking another escalation in the...

Brazil Supreme Court Tightens Jair Bolsonaro House Arrest Ahead of Election

Brazils Supreme Court has imposed stricter restrictions on former President Jair Bolsonaro, suspending all non-essential visits to his residence for 30 days as the country moves closer to its October presidential election....

US Expands Iran Strikes as Strait of Hormuz Shipping Drops, Oil Prices Climb

The United States carried out a seventh straight night of military strikes on Iran, extending operations beyond the countrys southern coast and deeper into its interior, while Tehran launched retaliatory attacks on...

DOJ Subpoenas Major Law Firms in Trump Executive Order Dispute

The U.S. Justice Department has issued subpoenas to 14 major law firms seeking records and sworn testimony related to executive orders signed by President Donald Trump that targeted several prominent legal firms or...

Trump Criticizes ABC, NBC and CNN for Limiting Coverage of Election Speech

President Donald Trump criticized ABC, NBC and CNN after the three major U.S. news organizations declined to air his prime-time address on their main television platforms, intensifying his long-running dispute with the...

Science

Blue Origin New Glenn Explosion Could Delay Launch Operations Until 2028

Blue Origin is facing a significant setback after a dramatic explosion involving its New Glenn rocket severely damaged a launch pad at Cape Canaveral, Florida. According to NASA Administrator Jared Isaacman, repairs to the...

Blue Origin New Glenn Rocket Explodes During Launch Pad Test, Delaying Space Ambitions

Blue Origin suffered a major setback after its uncrewed New Glenn rocket exploded during a launch pad test in Florida on Thursday, raising new challenges for Jeff Bezos space company as it competes with Elon Musks SpaceX...

SpaceX Delays Starship V3 Launch Ahead of Potential Record IPO

SpaceX on Thursday postponed the highly anticipated launch of its 12th Starship rocket test from Texas after technical issues interrupted the final countdown. The company now plans to attempt the Starship V3 launch again...

Trump Administration Releases New UFO Files and Apollo Mission Records

The U.S. Defense Department has released dozens of previously classified UFO-related files following an order from President Donald Trump, sparking renewed debate over unidentified anomalous phenomena (UAP) and government...

China vs. NASA: The New Moon Race and What's at Stake by 2030

The space race is back and this time, its a direct competition between the United States and China for dominance on the lunar surface. NASAs Artemis II mission recently made history when four astronauts flew farther into...

Technology

DeepSeek Eyes $74 Billion Valuation Ahead of Planned China IPO

Chinese artificial intelligence startup DeepSeek is preparing a new fundraising round that could value the company at approximately 500 billion yuan ($74 billion) as it moves closer to a potential initial public offering...

SpaceX Eyes Pentagon AI Deal as Cloud Pricing Strategy Pressures CoreWeave

SpaceX briefly recovered some of its losses on Friday after a Wall Street Journal report said the aerospace company is negotiating a multi-billion-dollar agreement with the Pentagon to provide artificial intelligence...

Mikron H1 2026 Sales Fall 5.9% as Automation Weakness Weighs on Profit

Swiss automation and machining systems manufacturer Mikron Group AG reported lower first-half 2026 results as weaker demand in its Automation and Machining businesses offset strong growth in its Tool division. Despite the...

KAIST, Stanford Develop Self-Dressing Robot for Cleanrooms and Emergency Gear

Researchers from South Koreas Korea Advanced Institute of Science and Technology (KAIST) and Stanford University have developed an innovative self-dressing robotic technology that allows people to put on clothing without...

SpaceX Aborts Starship Test Flight as Engine Issue Delays Launch

SpaceX (NASDAQ: SPCX) called off the 13th test flight of its Starship rocket just minutes before its scheduled liftoff from its Texas launch site on Thursday after an engine-related issue triggered an automatic abort. CEO...
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