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주요 뉴스 요약 (2023년 8월 15일)

주요 이슈:

경제 지표 및 정책:

시장 및 거시 경제:

기업 실적 및 동향:

개인 금융 및 조언:

기타 시장 분석:

노동 및 운송 (경제 영향):

주요 경제 뉴스 요약 (2024년 5월 15일 기준)

1) 트럼프의 경제 데이터에 대한 반목이 역효과를 낼 수도 있다.

  • 트럼프 대통령은 경제학자와 데이터 수집관들을 공격해 왔다.
  • 그는 실망스러운 고용 보고서 이후 노동통계국 국장을 해임했다.
  • 그는 연준 의장 제롬 파월에게 금리 인하를 압박하고 있다.
  • 릭 뉴먼이 자세한 내용을 설명한다.
    Link: https://finance.yahoo.com/video/trumps-beef-economic-data-could-202852588.html (3일 전)

2) AI 주식 선정 모델이 애플과 아마존을 왜 사지 않는가

  • 한 AI 주식 선정 모델은 애플과 아마존을 피하고 있다.
  • AAPL -0.51%, AAMZN +0.02% (표시된 내용)
    Link: https://finance.yahoo.com/video/why-one-ai-sstock-picking-120042046.html (14시간 전)

3) 분석가, 경기 침체 ‘휴식’은 ‘필수’라고 말한다.

  • 한 분석가는 경기 침체 이후 잠시 숨고르기를 할 필요가 있다고 말한다.
    Link: https://finance.yahoo.com/video/bull-market-due-breather-strategiast-103032302.html (2일 전)

4) 일부 소매 투자자들이 현재 암호화폐를 어떻게 보고 있는가

  • 이 보고서는 일부 소매 투자자들이 암호화폐를 어떻게 생각하는지 살펴본다.
  • BTC-USD -1.80% (표시된 내용)
    Link: https://finance.yahoo.com/video/retail-investors-view-crypto-now-204203501.html (3일 전)

5) 연금 위기 우려가 과장되었을 수 있는 이유

  • 이 기사는 연금 위기에 대한 우려가 과장되었을 수 있는 이유를 설명한다.
    Link: https://finance.yahoo.com/video/why-fears-retirement-crisis-may-190039050.html (5일 전)

주요 경제 뉴스 요약

– 팔란티어 주가, 거대한 폭락 직전? 아무도 이야기하지 않는 핵심 변수 하나

– 아처 에어크래프트, 테슬라처럼 하늘을 지배할 수 있을까?

– 칩스, 카바, 스위트그린, 올여름 가장 힘든 시기를 겪다

  • 요약: 칩스, 카바, 스위트그린의 실적 발표를 통해 올여름 느린 판매 실적이 나타남. 특히 사무실 점심 식사 수요 감소가 이러한 결과에 영향을 미침.
  • 링크: [https://finance.yahoo.com/news/chipotle-cava-and-sweetgreen-results-reveal-a-challenging-summer-for-americas-favo rite-lu nch-spots-090017432.html](https://finance.yahoo.com/news/chipotle-cava-and-sweetgreen-re sults-reveal-a-challenging-summer-for-americas-favo rite-lu nch-spots-090017432.html)

– 이번 가을, 주택 시장의 ‘황금 지점’을 잡을 준비는 되었는가?

– 워렌 버핏, 무지한 투자자에게 경고: ‘시장은 신에게 도움을 구하는 자에게 도움을 주지만, 시장은 용서하지 않는다.’

  • 요약: 워렌 버핏이 투자자들에게 정보 습득과 신중한 투자의 중요성을 강조. 시장은 똑똑한 행동을 보상하고 실수를 벌칙으로 한다는 의미.
  • 링크: [https://finance.yahoo.com/news/warren-buffett-cautions-ill-informe d-180106842.html](https://finance.yahoo.com/news/warren-buffett-cautions-ill-informe d-180106842.html)

– 증권사 분석: 소시에테 제네럴

  • 요약: 모닝스타 리서치가 소시에테 제네럴에 대한 분석 보고서를 발표. 해당 보고서는 은행에 대한 연구 및 의견을 제공.
  • 링크: [https://finance.yahoo.com/research/reports/MS0P000007GLAnalystRepo rt1755473624000?yptr=yahoo&ncid=yahoopropertiesplusr esearnm5q6ze1cei](https://finance.yahoo.com/research/reports/MS0P000007GLAnalysTRepo rt1755473624000?yptr=yahoo&ncid=yahoopropertiesplusr esearnm5q6ze1cei)

– 부자들은 이미 알지만, 401(k)에서 얻을 수 없는 사모 펀드의 수익률

  • 요약: 사모 펀드가 부유한 투자자들에게 높은 수익을 제공하는 방식에 대한 설명. 일반 퇴직 계좌와 사모 펀드의 차이점을 강조.
  • 링크: [https://finance.yahoo.com/news/rich-alrea dy-know-private-equity-210600473.html](https://finance.yahoo.com/news/rich-alrea dy-know-private-equity-210600473.html)

– 제임스 크래머, 미국 제조업 회복에 나선 Aecom (ACM)을 최고 추천주로 꼽다

  • 요약: 제임스 크래머가 미국 제조업 회복과 관련된 Aecom을 최고 추천주로 선정. Aecom의 잠재적인 성장 가능성을 강조.
  • 링크: [https://finance.yahoo.com/news/aecom-acm-top-stoc k-us-185908959.html](https://finance.yahoo.com/news/aecom-acm-top-s toc k-us-185908959.html)

– 더 많은 고용주가 직원들에게 건강 보험 구매 자금을 지급한다

  • 요약: 더 많은 기업들이 직원들에게 개별 건강 보험 구매를 위한 현금 지원을 제공하는 추세. 기업들이 이러한 방식을 사용하는 이유 설명.
  • 링크: [https://finance.yahoo.com/news/more-employe rs-are-giving-workers-money-to-buy-their-own-health-insurance-154255167.html](https://finance.yahoo.com/news/more-employe rs-are-giving-workers-money-to-buy-their-own-health-insurance-154255167.html)

– 연준 금리 인하 예상되지만, 주택담보대출 금리는 따라오지 않을 것

Top story

  • Powell’s Jackson Hole speech will be the defining U.S. monetary policy event of the summer. The speech could shape markets and Fed expectations.
    https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html

Data and policy

  • July inflation data worries economists. The report could affect Fed policy and markets.
    https://finance.yahoo.com/news/the-risk-thats-on-our-doorstep-july-inflation-data-has-economists-on-edge-133057270.html
  • Trump administration tests prior authorization in traditional Medicare. This is a health policy change with cost and access implications.
    https://finance.yahoo.com/news/trump-administration-tiptoes-into-testing-prior-authorization-in-traditional-medicare-143012089.html
  • U.S. trade partners are waiting for trade deals and watch potential tariffs. Trade policy uncertainty could affect global trade and companies.
    https://finance.yahoo.com/news/live/trump-tariffs-live-updates-trade-partners-grow-restless-retail-earnings-to-put-tariffs-impact-in-focus-trump-says-semiconductor-tariffs-coming-soon-200619194.html
  • Trump relaxed export controls on a key AI chip for China. This affects tech trade and firms like Nvidia.
    https://finance.yahoo.com/news/trump-gave-china-ai-chips-230042944.html

Markets and macro

  • Global markets face a shaky week as U.S. pressure on Ukraine and geopolitics weigh on markets.
    https://finance.yahoo.com/news/global-markets-face-shaky-week-152401703.html
  • The dollar braces for a busy week of geopolitics and Fed speeches. Currency and market moves may follow Fed signals.
    https://finance.yahoo.com/news/dollar-braces-busy-week-geopolitics-010856672.html
  • Shares in Asia hit fresh highs while oil slips on truce talks. Equity gains and lower oil moved markets.
    https://finance.yahoo.com/news/shares-nudge-higher-asia-oil-004015441.html
  • Oil falls as supply concerns ease after a Trump-Putin meeting. Lower oil can affect energy stocks and inflation.
    https://finance.yahoo.com/news/oil-slips-russia-supply-concerns-224014888.html

Companies, earnings and moves

  • Walmart and other retail earnings are in focus this week. Results will show consumer demand trends.
    https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html
  • Tesla almost halves its UK monthly lease fee as sales slump, per The Times. This aims to boost demand amid weak sales.
    https://finance.yahoo.com/news/tesla-almost-halves-uk-monthly-000117185.html
  • Bluescope Steel reports a 90% profit slump after an impairment charge. Shares fell on the results.
    https://finance.yahoo.com/news/bluescope-steel-full-profit-tumbles-232959032.html
  • Duolingo CEO says a controversial AI memo was misunderstood. The company faces internal and public scrutiny.
    https://finance.yahoo.com/news/duolingo-ceo-says-controversial-ai-163417527.html

IPOs and capital markets

  • The IPO market is surging in August, with many companies going public. Firms want to strike while market conditions are favorable.
    https://finance.yahoo.com/news/ipo-market-surges-in-august-with-companies-striking-while-the-iron-is-hot-090028325.html
  • Klook is tapping banks for a U.S. IPO, according to sources. The company plans to list in the U.S.
    https://finance.yahoo.com/news/klook-taps-banks-us-ipo-230456726.html

Personal finance and advice

  • Comparison: I Bonds vs. high-yield savings accounts. The piece looks at which option beats inflation for savers.
    https://finance.yahoo.com/personal-finance/banking/comparison/i-bond-vs-savings-account-185055035.html

Other market commentary

  • Commentary examines the bottom line for the stock market and what investors should watch.
    https://finance.yahoo.com/news/what-is-the-bottom-line-for-the-stock-market-185741175.html

Labor and transport (economic impact)

  • Air Canada delays resuming flights as strikers defy a stop order. This affects travel and airline operations.
    https://finance.yahoo.com/news/air-canada-resume-flights-sunday-091230436.html

1) TRUMP’S BEEF WITH ECONOMIC DATA COULD BACKFIRE

  • President Trump has attacked economists and data collectors.
  • He fired the Bureau of Labor Statistics commissioner after a disappointing jobs report.
  • He is pressuring Federal Reserve Chair Jerome Powell to cut interest rates.
  • Rick Newman explains the details.
    Link: https://finance.yahoo.com/video/trumps-beef-economic-data-could-202852588.html (3d ago)

2) WHY ONE AI STOCK PICKING MODEL ISN’T BUYING APPLE & AMAZON

  • One AI stock-picking model is avoiding Apple and Amazon.
  • AAPL -0.51%, AMZN +0.02% (as shown).
    Link: https://finance.yahoo.com/video/why-one-ai-stock-picking-120042046.html (02:35 • 14h ago)

3) BULL MARKET IS ‘DUE’ FOR A ‘BREATHER,’ STRATEGIST SAYS

  • A strategist says the bull market may be due for a pause or pullback.
    Link: https://finance.yahoo.com/video/bull-market-due-breather-strategist-103032302.html (04:59 • 2d ago)

4) HOW SOME RETAIL INVESTORS VIEW CRYPTO NOW

  • The report looks at how some retail investors currently view cryptocurrencies.
  • BTC-USD -1.80% (as shown).
    Link: https://finance.yahoo.com/video/retail-investors-view-crypto-now-204203501.html (04:52 • 3d ago)

5) WHY FEARS OF A RETIREMENT CRISIS MAY BE OVERBLOWN

  • The piece explains reasons why concerns about a retirement crisis may be exaggerated.
    Link: https://finance.yahoo.com/video/why-fears-retirement-crisis-may-190039050.html (22:32 • 5d ago)

  • History Shows That Palantir Stock’s Monster Run Is Speeding Toward an Epic Crash — and It All Might Come Down to 1 Detail That No One Is Talking About
    Summary: The article warns Palantir’s share price rise could reverse sharply. It points to one key detail that may cause big losses.
    Link: https://finance.yahoo.com/news/history-shows-palantir-stocks-monster-163000727.html

  • Can Archer Aviation Become the Tesla of the Skies?
    Summary: The piece asks if Archer can grow like Tesla did in cars. It looks at Archer’s potential and the challenges ahead.
    Link: https://finance.yahoo.com/news/archer-aviation-become-tesla-skies-160002570.html

  • Chipotle, Cava, and Sweetgreen results reveal a challenging summer for America’s favorite office lunch spots
    Summary: Earnings from Chipotle, Cava, and Sweetgreen show weak sales this summer. The story says fewer office lunches hurt these chains.
    Link: https://finance.yahoo.com/news/chipotle-cava-and-sweetgreen-results-reveal-a-challenging-summer-for-americas-favorite-office-lunch-spots-090017432.html

  • Big changes could mark a housing market ‘sweet spot’ this fall — are you ready to take advantage of them?
    Summary: The article describes possible housing market shifts this fall that could create buying opportunities. It outlines how buyers might benefit.
    Link: https://finance.yahoo.com/news/big-changes-could-mark-housing-162500793.html

  • Warren Buffett Cautions Ill-Informed Investors: ‘The Market, Like the Lord, Helps Those Who Help Themselves,’ But Markets Are Unforgiving
    Summary: Warren Buffett warns investors to be informed and careful. He says markets reward smart action and punish mistakes.
    Link: https://finance.yahoo.com/news/warren-buffett-cautions-ill-informed-180106842.html

  • Analyst Report: Société Générale Société anonyme
    Summary: Morningstar Research publishes an analyst report on Société Générale. The report gives research and opinions on the bank.
    Link: https://finance.yahoo.com/research/reports/MS0P000007GLAnalystReport1755473624000?yptr=yahoo&ncid=yahoopropertiesplusresear_nm5q6ze1cei

  • The rich already know how private equity mints money — and it’s not from a 401(k)
    Summary: The article explains how private equity makes high returns for wealthy investors. It contrasts private equity with regular retirement accounts.
    Link: https://finance.yahoo.com/news/rich-already-know-private-equity-210600473.html

  • Aecom (ACM) Is A Top Stock For US Manufacturing Reshoring, Says Jim Cramer
    Summary: Jim Cramer names Aecom as a top pick tied to U.S. manufacturing moving back home. The piece highlights Aecom’s potential gains from reshoring.
    Link: https://finance.yahoo.com/news/aecom-acm-top-stock-us-185908959.html

  • More employers are giving workers money to buy their own health insurance
    Summary: More companies now give workers cash to buy individual health plans. The article describes this trend and why employers use it.
    Link: https://finance.yahoo.com/news/more-employers-are-giving-workers-money-to-buy-their-own-health-insurance-154255167.html

  • The Fed is expected to cut rates. Don’t expect mortgage rates to follow.
    Summary: The story says the Federal Reserve may cut interest rates soon. It warns mortgage rates might not fall at the same time.
    Link: https://finance.yahoo.com/news/the-fed-is-expected-to-cut-rates-dont-expect-mortgage-rates-to-follow-113631022.html

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