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파월 잭슨홀 연설·트럼프 ‘페이투플레이’ 딜, 정부와 시장의 경계 흐려지나

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in"의 한국어 번역은 "안"입니다.

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주요 경제 뉴스 요약 (2024년 7월 26일)

1. 연준의 통화 정책 방향, 파월 의장의 재점화:

2. 7월 인플레이션, 전문가들 경계:

3. 트럼프 행정부, 전통 메디케어에서 사전 승인 테스트:

4. 자동차 보험료, 안정화 추세:

5. U.S. Steel 공장 폭발 사고, 미래 불확실성 증폭:

6. 골드만삭스, ‘골디락스’ 주식 시장 둔화 경고:

7. 올해 여름 주식 시장 변동성 요인 분석:

  • 내용: 최근 주식 시장의 변동성에 대한 심층 분석.
  • [https://finance.yahoo.com/news/why-the-stock-market-has-been-sh shocked-this-summer-123019291.html](https://finance.yahoo.com/news/why-the-stock-market-has-been-sh shocked-this-summer-123019291.html)

8. 미중 무역 협상, 정치적 변수 개입:

9. 맞춤형 ETF 시장 성장:

10. 스피릿 항공사 파산 시 여행객 영향:

11. 영국 인플레이션 재반등 우려:

12. 미-멕시코 무역 규모 증가:

13. 이번 주 시장 전망:

14. 주택 개선업체 실적, 미국 소비 심리 반영:

15. 학생 대출 문제 해결 방법:

16. 뱅가드 글로벌 CIO 투자 조언:

17. 테슬라 투자 시 주의해야 할 2가지 위험 신호:

18. 주목해야 할 3개 주식 (GIID, WMB, XPEV):

19. ALICO, 시트러스 수확 완료 후 토지 판매 목표 달성:

헤드라인

  • 트럼프의 “뇌물성 거래”는 정부와 자유 시장의 경계를 흐리게 한다.
  • 링크: https://finance.yahoo.com/video/trumps-pay-play-deals-blur-183000212.html

주요 내용

  • 엔비디아(NVDA)와, 보도에 따르면 AMD(AMD)도 중국 내 칩 판매의 15%를 미국 정부에 제공할 예정이다.
  • 이 AI 칩 제조업체와의 거래는 트럼프 행정부가 애플(AAPL)로부터 1000억 달러의 투자를 확보한 이후에 이루어졌다.
  • 애플의 투자 유치는 대통령의 관세 위협을 줄이는 데 기여한 것으로 보인다.
  • 하버드 대학교의 빌 조지와 테리 헤인즈는 이러한 거래가 기업가 정신에 어떤 의미를 가지는지, 정부와 자유 시장의 행동의 균형에 대해 논의한다.

시장 정보

  • NVDA는 0.86% 하락 (보도 기준)
  • AMD는 1.90% 하락 (보도 기준)

관련 시장 영상 (링크)

  • 현재 가장 유망한 AI 칩 주식 3가지: https://finance.yahoo.com/video/3-ai-chip-stocks-best-110017626.html
  • 시장은 금리 인하를 반드시 필요로 하지 않는다, 전략가 주장: https://finance.yahoo.com/video/markets-dont-fed-rate-cuts-120011417.html
  • 홈디포, 타겟, 월마트: 이번 주 주목해야 할 소매 실적: https://finance.yahoo.com/video/home-depo-target-walmart-retail-120025841.html
  • OpenAI, Palantir, Meta 임원들이 미국의 기술 경쟁력 확보를 위해 힘을 합친다: https://finance.yahoo.com/video/openai-palantir-meta-execs-join-190052109.html

10개의 금융 뉴스 요약 (2024년 5월 15일 기준)

1. 10개의 저렴하고 아름다운 은퇴 장소
https://finance.yahoo.com/news/15-cheap-beauiful-places-retire-143120191.html
저렴하면서도 아름다운 은퇴를 위한 장소 15곳에 대한 정보입니다.

2. 인플레이션에 대한 좋은 소식: 자동차 보험료 하락 추세
https://finance.yahoo.com/news/some-good-inflation-news-car-insurance-is-falling-back-in-line-202444790.html
자동차 보험료가 인플레이션 추세와 함께 하락하고 있다는 긍정적인 소식입니다.

3. 은퇴 후 살 계획인 휴가용 주택을 팔고 5만 달러의 신용 카드 부채를 갚아야 할까요?
https://finance.yahoo.com/news/sell-vacation-home-drream-living-150000812.html
은퇴 후 살 꿈에 그리던 휴가용 주택을 팔아 5만 달러의 신용 카드 부채를 갚는 것에 대한 조언입니다.

4. 골드만삭스, ‘골디락스’ 주식 시장이 타격을 받을 수 있다고 경고
https://finance.yahoo.com/news/why-goldmans-sachs-says-the-goldiocks-stock-market-may-get-hit-151554100.html
골드만삭스가 현재의 ‘적정’ 주식 시장이 하락세를 겪을 수 있다고 경고합니다.

5. 뱅가드 글로벌 CEO가 미래를 위한 투자 전략을 강화하는 방법 제시
https://finance.yahoo.com/news/vanguards-global-chief-economist-offers-ways-to-sharpen-investing-strategy-for-the-future-143026105.html
뱅가드 글로벌 CEO가 장기적인 투자 전략을 개선하는 방법에 대한 조언을 제공합니다.

6. 테슬라 주식 매수 시 주의해야 할 2가지 경고 신호
https://finance.yahoo.com/news/thinking-buyiing-tesla-stock-2-151400059.html
테슬라 주식 매수를 고려할 때 주의해야 할 두 가지 경고 신호입니다.

7. 이번 주 트럼프 경제학: 모두가 주식 시장에 대해 걱정하고 있다
https://finance.yahoo.com/news/this-week-in-trumponomics-everybodys-worried-about-stocks-140013739.html
현재 주식 시장에 대한 우려와 관련된 경제적 영향에 대한 내용입니다.

8. 알리코, 최종 감귤 수확 완료하며 토지 판매 목표 달성
https://finance.yahoo.com/news/alico-land-sales-beat-target-135515732.html
알리코가 토지 판매 목표를 달성했으며 최종 감귤 수확을 완료했다는 분기별 업데이트 보고서입니다.

9. ‘조용한 파열’은 수백만 명의 근로자에게 영향을 미치는 위험한 새로운 추세 – 발생 원인과 식별 방법
https://finance.yahoo.com/news/quiet-cracking-dangerous-trend-affecting-133300885.html
‘조용한 파열’이라는 위험한 새로운 직장 추세에 대한 설명, 발생 원인 및 식별 방법에 대한 정보입니다.

  • Powell’s Jackson Hole speech — The Fed chair will speak Friday in Jackson Hole. This is being called the defining monetary policy event of the summer.
    https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html
  • July inflation data has economists on edge — Economists are worried about the July inflation numbers and the risks they pose.
    https://finance.yahoo.com/news/the-risk-thats-on-our-doorstep-july-inflation-data-has-economists-on-edge-133057270.html
  • Trump administration testing prior authorization in traditional Medicare — The administration is piloting prior-authorization rules in traditional Medicare.
    https://finance.yahoo.com/news/trump-administration-tiptoes-into-testing-prior-authorization-in-traditional-medicare-143012089.html
  • Car insurance is falling back in line — Car-insurance costs are easing, which is positive for inflation measures.
    https://finance.yahoo.com/news/some-good-inflation-news-car-insurance-is-falling-back-in-line-202444790.html
  • Fatal explosion at U.S. Steel plant raises questions about its future — A deadly blast at a U.S. Steel plant has put the company’s future and operations in doubt.
    https://finance.yahoo.com/news/fatal-explosion-u-steels-plant-122303407.html
  • Why Goldman Sachs says the ‘Goldilocks’ stock market may get hit — Goldman Sachs warns the current favorable market conditions could worsen.
    https://finance.yahoo.com/news/why-goldman-sachs-says-the-goldilocks-stock-market-may-get-hit-151554100.html
  • Why the stock market has been shocked this summer — Commentary explaining recent stock market shocks and volatility.
    https://finance.yahoo.com/news/why-the-stock-market-has-been-shocked-this-summer-123019291.html
  • Midterm fight over Trump bill, tariffs starts early at Iowa fair — Early political fights over a Trump bill and tariffs could influence markets.
    https://finance.yahoo.com/news/midterm-fight-over-trump-bill-140000015.html
  • Boom in bespoke ETFs drives growth of niche ‘a-la-carte’ options — Custom and niche ETFs are growing fast in the market.
    https://finance.yahoo.com/news/boom-bespoke-etfs-drives-growth-130000295.html
  • Why flyers should be worried if Spirit Airlines goes away — The loss of Spirit Airlines could reduce travel options and raise fares.
    https://finance.yahoo.com/news/why-flyers-worried-spirit-airlines-110043801.html
  • How worrying is the rebound in UK inflation? — UK inflation has rebounded and this raises concern for the economy.
    https://finance.yahoo.com/news/worrying-rebound-uk-inflation-110007313.html
  • US trade with Mexico tops $73B in June — Trade between the US and Mexico reached over $73 billion in June.
    https://finance.yahoo.com/news/borderlands-mexico-us-trade-mexico-110000825.html
  • What to expect in markets this week — Key events include the Fed chair’s remarks, home sales data, and earnings from Walmart and Home Depot.
    https://finance.yahoo.com/news/expect-markets-week-fed-chair-090000315.html
  • Home-improvement chains’ earnings could show how affluent Americans are spending — Results from Home Depot and other chains may reveal consumer spending trends.
    https://finance.yahoo.com/news/home-improvement-chains-earnings-could-090000837.html
  • Student loan issues? Here’s how to file a complaint — A guide on how to file complaints with the Department of Education about student loans.
    https://finance.yahoo.com/personal-finance/student-loans/article/how-to-complain-to-department-of-education-180258155.html
  • Vanguard’s global chief economist offers investing tips — Advice from Vanguard’s chief economist on ways to improve investing strategy.
    https://finance.yahoo.com/news/vanguards-global-chief-economist-offers-ways-to-sharpen-your-investing-strategy-for-the-future-143026105.html
  • Thinking of buying Tesla stock? Here are 2 red flags to watch — A short list of warning signs investors should watch for with Tesla.
    https://finance.yahoo.com/news/thinking-buying-tesla-stock-2-151400059.html
  • The Saturday Spread: 3 stocks to watch (GILD, WMB, XPEV) — A statistical look at three stocks that may be performing well.
    https://finance.yahoo.com/news/saturday-spread-3-stocks-statistically-141501663.html
  • ALICO’s land sales beat target — ALICO reports land sales beat targets as it completes its final citrus harvest.
    https://finance.yahoo.com/news/alico-land-sales-beat-target-135515732.html

Headline

  • Trump’s “pay-to-play” deals blur line between government and free market.
  • Link: https://finance.yahoo.com/video/trumps-pay-play-deals-blur-183000212.html

Key points

  • Nvidia (NVDA) and, reportedly, AMD (AMD), will give the U.S. government 15% of their China chip sales.
  • The AI chipmaker deal follows the Trump administration securing a $100 billion investment from Apple (AAPL).
  • The Apple investment seemed to reduce the president’s tariff threats.
  • Harvard fellow Bill George and Terry Haines discuss what the deals mean for corporate America and the mix of government and free-market actions.

Market details from the story

  • NVDA down 0.86% (as shown).
  • AMD down 1.90% (as shown).

Related market videos (links)

  • 3 AI chip stocks that are best positioned right now: https://finance.yahoo.com/video/3-ai-chip-stocks-best-110017626.html
  • Markets don’t need Fed rate cuts to move higher, strategist says: https://finance.yahoo.com/video/markets-dont-fed-rate-cuts-120011417.html
  • Home Depot, Target, Walmart: Retail earnings to watch this week: https://finance.yahoo.com/video/home-depot-target-walmart-retail-120025841.html
  • OpenAI, Palantir, and Meta execs join fight for America’s tech edge: https://finance.yahoo.com/video/openai-palantir-meta-execs-join-190052109.html
  • 10 Cheap, Beautiful Places To Retire
    https://finance.yahoo.com/news/15-cheap-beautiful-places-retire-143120191.html
    A list of affordable and attractive places to consider for retirement.
  • Some good inflation news: Car insurance is falling back in line
    https://finance.yahoo.com/news/some-good-inflation-news-car-insurance-is-falling-back-in-line-202444790.html
    Car insurance prices are easing and moving closer to overall inflation trends.
  • Should I sell my vacation home that I dream of living in when I retire to pay off $50K in credit card debt?
    https://finance.yahoo.com/news/sell-vacation-home-dream-living-150000812.html
    Advice on whether to sell a vacation home to pay off large credit card debt.
  • Why Goldman Sachs says the ‘Goldilocks’ stock market may get hit
    https://finance.yahoo.com/news/why-goldman-sachs-says-the-goldilocks-stock-market-may-get-hit-151554100.html
    Goldman Sachs warns the currently “just right” market could face a downturn.
  • Vanguard’s global chief economist offers ways to sharpen your investing strategy for the future
    https://finance.yahoo.com/news/vanguards-global-chief-economist-offers-ways-to-sharpen-your-investing-strategy-for-the-future-143026105.html
    Tips from Vanguard’s chief economist on improving long-term investing strategy.
  • Thinking of Buying Tesla Stock? Here Are 2 Red Flags to Watch
    https://finance.yahoo.com/news/thinking-buying-tesla-stock-2-151400059.html
    Two warning signs to consider before buying Tesla shares.
  • The Saturday Spread: These 3 Stocks Statistically May Be Cooking Up Something Special (GILD, WMB, XPEV)
    https://finance.yahoo.com/news/saturday-spread-3-stocks-statistically-141501663.html
    A look at three stocks (GILD, WMB, XPEV) that show statistical signs of opportunity.
  • This week in Trumponomics: Everybody’s worried about stocks
    https://finance.yahoo.com/news/this-week-in-trumponomics-everybodys-worried-about-stocks-140013739.html
    Coverage of current worries about the stock market and related economic effects.
  • Alico’s Land Sales Beat Target as Final Citrus Harvest Completed – Quarterly Update Report
    https://finance.yahoo.com/news/alico-land-sales-beat-target-135515732.html
    Alico reports land sales above target and completion of its final citrus harvest.
  • ‘Quiet cracking’ is the dangerous new trend affecting millions of workers — why it’s happening and how to spot it
    https://finance.yahoo.com/news/quiet-cracking-dangerous-trend-affecting-133300885.html
    Explains the “quiet cracking” work trend, why it is happening, and how to recognize it.

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