HotIss

뱅크오브아메리카 “메가캡 주도 시대 끝날 수도” — 연준 금리인하·우크라이나 회담 불확실성에 시장 요동

작성자

hotiss

in"의 한국어 번역은 "안"입니다.

,
이곳을 클릭하여 쿠팡에서 물품을 구매하시면 일정액의 수수료를 제공받습니다.

주요 경제 뉴스 요약 (2025년 8월 18일)

– BANK OF AMERICA: 메가캡 주도 시대의 종말 “다가올 수 있다”

– 도우, S&P 500 하락, 우크라이나 협상과 금리 인하 시점 불확실성 속에서

– PALO ALTO NETWORKS, 소매업체 거대 기업들의 실적 발표에 대비하며 급등

– 트럼프 행정부, 인텔의 10% 지분 확보 논의 중

– 토론: 트럼프 대통령 집권 시 일자리 성장은 현저히 둔화될 것이다

– 골드만삭스: 더 많은 일자리 시장 약화가 곧 올 것이다

– 테라울프, 구글의 비트코인 채굴 회사 지분 확대에 급등

– 뱅가드, 자체 주식 선택 ETF 출시 계획

– 에어 캐나다, 파업으로 인해 재무 전망 유보

– 미국 IPO 첫날 급등, ‘슈퍼팬’의 몰려드는 현상 분석 결과

– ARM, 아마존 AI 칩 담당 이사 영입하여 자체 칩 개발 노력 지원

– 8월 18일 주요 미국 주식 지수 동향

– 유틸리티, 구글 데이터 센터 전력 공급을 위해 첨단 원자력 발전소에서 전력 구매

– 스타벅스, 정규직 직원에게 2% 임금 인상 제공

– JP모건, 노인 고객의 재산 유기 의혹 관련 소송 심리 진행

– 연준 의장 파월 연설에서 예상되는 3가지 시나리오

– 에어 캐나다 CEO, 파업에 대해 “놀라웠다”고 발언

오늘 주요 금융 뉴스 요약

1) 소비재 주식 투자 전략: 펩시코, 프록터 앤드 갬블 (PepsiCo, Procter & Gamble)

  • 내용: 인플레이션 우려로 소비 심리가 위축되는 가운데, Chad Morganlander (Washington Crossing Advisors)와 Josh Lipton (Market Domination)이 소비재 섹터(XLP) 투자 전략을 논의했습니다. 펩시코(PEP)와 프록터 앤드 갬블(PG)을 분석하며, XLP는 -0.13%, PEP은 -0.58%로 하락했습니다.
  • 영상 길이: 2분 44초
  • 링크: https://finance.yahoo.com/video/play-consumer-staples-pepsico-procter-204357324.html

2) Palo Alto Networks 주가 급등: 연간 실적 전망 호조

3) 러시아-우크라이나 협상 속 인도 관세에 관심 집중

4) 알파벳, 로빈후드: 강세 vs 약세 분석

5) GoodRx, Meta, CVS: 주목할 만한 종목

주요 경제 뉴스 요약 (2023년 8월 29일)

1. Broadcom 주식 매수 여부 (9월 4일 전)

2. AI와 주식 시장의 미래 (Vanguard Joe Davis)

3. 은퇴 시 예상되는 높은 의료비

4. 작은 마을의 신뢰를 얻었지만, 9500만 달러의 사기 범죄를 저지른 사람

5. 여름 동안 주식 시장의 변동성

  • 내용: 최근 여름 동안 주식 시장이 불안정한 이유 (Yahoo Finance)
  • 링크: [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)

6. UBER Technologies (UBER) 분석 보고서

  • 내용: Argus Research의 Uber Technologies 분석 보고서
  • 링크: [https://finance.yahoo.com/research/reports/ARGUS5162AnalystRepo rt1755536764000?yptr=yahoo&ncid=yahoopropertiesplusr esearnm5q6ze1cei](https://finance.yahoo.com/research/reports/ARGUS5162Analys tRepo rt1755536764000?yptr=yahoo&ncid=yahoop ropertiesplusr esearnm5q6ze1cei)

7. 컨설팅 업계의 변화

8. 캘리포니아 산불 피해자의 대출 문제

9. Chase 주택 담보 대출 금리 할인 행사 마감 임박

10. 골드만삭스, 주식 시장의 ‘골디락스’ 상황에 대한 경고

  • 내용: Goldman Sachs가 현재의 호황적인 주식 시장 상황이 어려움을 겪을 수 있다고 전망 (Yahoo Finance)

  • 링크: [https://finance.yahoo.com/news/why-goldmansachs-says-goldiocks-stoc k-market-may-get-hit-151554100.html](https://finance.yahoo.com/news/why-goldmansachs-says-goldiocks-stoc k-market-may-get-hit-151554100.html)

  • BANK OF AMERICA: THE ERA OF MEGACAP DOMINANCE “MAY BE DONE”

  • Bank of America says the long run of big tech and megacap stocks leading the market could be ending.

  • https://finance.yahoo.com/news/bank-of-america-suggests-the-era-of-the-biggest-stocks-dominating-markets-may-be-done-201336264.html

  • DOW, S&P 500 SLIP AS UKRAINE TALKS, ROAD TO RATE CUT REMAIN UNCERTAIN

  • Stocks fell as investors watch Ukraine talks and wait for clarity on when the Fed will cut rates.

  • https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-slip-as-wall-street-seeks-clarity-on-fed-rate-cut-path-ukraine-talks-200117403.html

  • EARNINGS: PALO ALTO NETWORKS POPS AS INVESTORS BRACE FOR RETAIL GIANTS

  • Palo Alto Networks shares rose as investors awaited earnings from major retail companies.

  • https://finance.yahoo.com/news/live/earnings-live-palo-alto-networks-stock-pops-with-retail-bellwethers-walmart-target-on-deck-203137429.html

  • TRUMP ADMINISTRATION IN TALKS TO TAKE A 10% STAKE IN INTEL

  • Reports say the U.S. government is discussing taking about 10% of Intel.

  • https://finance.yahoo.com/news/trump-administration-talks-10-stake-175703849.html

  • OPINION: JOB GROWTH WILL SLOW SHARPLY UNDER TRUMP

  • An opinion piece argues job growth would slow significantly if Trump is in office.

  • https://finance.yahoo.com/news/commentary-why-job-growth-will-slow-sharply-under-trump-202957913.html

  • GOLDMAN SACHS: MORE JOB MARKET WEAKNESS COMING

  • Goldman Sachs says the job market may show more weakness soon.

  • https://finance.yahoo.com/news/goldman-sachs-economics-team-more-job-report-weakness-is-coming-142018967.html

  • TERAWULF JUMPS AS GOOGLE UPS STAKE IN BITCOIN MINER TO 14%

  • Terawulf stock jumped after Google increased its stake in the bitcoin-mining company to 14%.

  • https://finance.yahoo.com/news/terawulf-stock-jumps-as-google-ups-stake-in-bitcoin-miner-to-14-173320607.html

  • VANGUARD PLANS TO LAUNCH ITS FIRST ACTIVE STOCK-PICKING ETFS

  • Vanguard will start offering its first actively managed ETFs that pick stocks.

  • https://finance.yahoo.com/news/vanguard-plans-launch-first-active-193055408.html

  • AIR CANADA PAUSES FINANCIAL OUTLOOK AMID STRIKE

  • Air Canada stopped giving its financial guidance because of a strike. Losses are estimated at about $60 million a day.

  • https://finance.yahoo.com/news/air-canada-pauses-financial-outlook-amid-strike-with-losses-pegged-at-60m-a-day-analyst-193038893.html

  • US IPO DAY-ONE SURGES DRIVEN BY ‘SUPERFAN’ SCRAMBLE, STUDY SAYS

  • A study finds U.S. IPOs see big first-day gains driven by enthusiastic “superfans.”

  • https://finance.yahoo.com/news/us-ipo-day-one-surges-190038744.html

  • EXCLUSIVE — ARM HIRES AMAZON AI CHIP DIRECTOR TO AID IN-HOUSE EFFORT

  • ARM hired Amazon’s AI chip director to help its own chip work.

  • https://finance.yahoo.com/news/exclusive-arm-hires-amazon-ai-202940646.html

  • HOW MAJOR US STOCK INDEXES FARED MONDAY, 8/18/2025

  • A summary of how major U.S. stock indexes performed on Monday, Aug. 18, 2025.

  • https://finance.yahoo.com/news/major-us-stock-indexes-fared-201856404.html

  • UTILITY TO BUY POWER FROM ADVANCED NUCLEAR PLANT TO POWER GOOGLE DATA CENTERS

  • A utility will buy energy from an advanced nuclear plant to supply Google data centers in Tennessee and Alabama.

  • https://finance.yahoo.com/news/utility-buy-power-advanced-nuclear-201708427.html

  • STARBUCKS TO OFFER UNIFORM 2% RAISE TO SALARIED WORKERS

  • Starbucks will give a 2% pay raise to salaried employees.

  • https://finance.yahoo.com/news/starbucks-salaried-workers-2-raises-183135877.html

  • JPMORGAN MUST FACE CLAIMS OVER SON’S FLEECING OF ELDERLY MOM

  • A court said JPMorgan must face claims tied to alleged fraud by an employee’s son that affected an elderly client.

  • https://finance.yahoo.com/news/jpmorgan-must-face-claims-over-200653181.html

  • WHAT TO EXPECT FROM FED CHAIR POWELL’S SPEECH ON FRIDAY: 3 KEY SCENARIOS

  • An article outlines three possible outcomes from Fed Chair Powell’s upcoming speech and what each would mean for markets.

  • https://finance.yahoo.com/news/expect-fed-chair-powells-speech-200446703.html

  • AIR CANADA CEO SAID AIRLINE “AMAZED” OVER UNLAWFUL UNION STRIKE

  • Air Canada’s CEO said the airline was surprised by what it called an unlawful union strike.

  • https://finance.yahoo.com/news/air-canada-ceo-said-airline-192806129.html

1) How to play consumer staples: PepsiCo, Procter & Gamble

  • Consumer sentiment is under pressure due to worries about inflation.
  • Chad Morganlander (Washington Crossing Advisors) talks with Josh Lipton on Market Domination about playing the consumer staples sector (XLP). He looks at PepsiCo (PEP) and Procter & Gamble (PG).
  • XLP -0.13%, PEP -0.58%
  • Link: https://finance.yahoo.com/video/play-consumer-staples-pepsico-procter-204357324.html

2) Palo Alto Networks stock jumps on full-year outlook

  • Palo Alto Networks stock jumps after giving a full-year outlook.
  • Video length: 03:45. Posted 19m ago.
  • PANW -0.52%, CYBR -0.65%
  • Link: https://finance.yahoo.com/video/palo-alto-networks-stock-jumps-203642261.html

3) “All eyes” are on India tariffs amid Russia & Ukraine talks

  • Coverage focuses on India tariffs amid talks related to Russia and Ukraine.
  • Video length: 01:00. Posted 20m ago.
  • Link: https://finance.yahoo.com/video/eyes-india-tariffs-amid-russia-203546740.html

4) Alphabet and Robinhood: The bull vs. bear case

  • Discussion of the bullish and bearish cases for Alphabet and Robinhood.
  • Video length: 06:41. Posted 26m ago.
  • GOOG -0.30%, HOOD +0.74%
  • Link: https://finance.yahoo.com/video/alphabet-robinhood-bull-vs-bear-203033016.html

5) GoodRx, Meta, CVS: Trending Tickers

  • Covers trending tickers including GoodRx, Meta, and CVS.

  • Video length: 03:40. Posted 30m ago.

  • GDRX +37.27%, CVS +2.29%

  • Link: https://finance.yahoo.com/video/goodrx-meta-cvs-trending-tickers-202554419.html

  • SHOULD YOU BUY BROADCOM STOCK BEFORE SEPT. 4? HERE’S WHAT THE EVIDENCE SUGGESTS.

  • Motley Fool article about whether to buy Broadcom (AVGO) before Sept. 4.

  • https://finance.yahoo.com/news/buy-broadcom-stock-sept-4-230100612.html

  • VANGUARD’S JOE DAVIS ON AI AND THE ‘SECOND HALF OF THE CHESSBOARD’

  • The Daily Upside piece on Vanguard executive Joe Davis discussing AI and its future impact.

  • https://finance.yahoo.com/news/vanguard-joe-davis-ai-second-120000767.html

  • PLANNING TO RETIRE? YOU MAY BE FACING A $172,500 HEALTH CARE BILL. HERE’S WHAT’S BEHIND THE SKY-HIGH EXPENSE

  • Moneywise article on why retirees may face very high health care costs in retirement.

  • https://finance.yahoo.com/news/planning-retire-may-facing-172-121500479.html

  • HE EARNED A SMALL TOWN’S TRUST. HE OWED $95 MILLION IN WHAT AUTHORITIES SAY WAS A PONZI SCHEME

  • Associated Press Finance story about an alleged $95 million Ponzi scheme in a small town.

  • https://finance.yahoo.com/news/earned-small-towns-trust-owed-035214104.html

  • WHY THE STOCK MARKET HAS BEEN SHOCKED THIS SUMMER

  • Yahoo Finance article explaining recent shocks and volatility in the stock market this summer.

  • https://finance.yahoo.com/news/why-the-stock-market-has-been-shocked-this-summer-123019291.html

  • ANALYST REPORT: UBER TECHNOLOGIES INC

  • Argus Research analyst report on Uber Technologies (UBER).

  • https://finance.yahoo.com/research/reports/ARGUS5162AnalystReport1755536764000?yptr=yahoo&ncid=yahoopropertiesplusresear_nm5q6ze1cei

  • CONSULTING IS CHANGING. HERE ARE 4 UNLIKELY WAYS THE BIG FOUR ARE REINVENTING THEMSELVES TO SEEM LESS ‘STODGY.’

  • Business Insider piece on how the Big Four consulting firms are changing their strategies and image.

  • https://finance.yahoo.com/news/consulting-changing-4-unlikely-ways-171102988.html

  • CALIFORNIA FIRES DESTROYED HIS HOME, THEN HIS LENDER DESTROYED HIS CREDIT. HOW FORBEARANCE IS BURNING VICTIMS

  • Moneywise article on how mortgage forbearance rules and lender actions have harmed some homeowners after disasters.

  • https://finance.yahoo.com/news/california-fires-destroyed-home-then-110000866.html

  • TOMORROW IS THE FINAL DAY FOR HOME BUYERS TO QUALIFY FOR CHASE’S ‘MORTGAGE RATE SALE’

  • Yahoo Personal Finance notice that the Chase mortgage rate sale offer ends tomorrow and who may qualify.

  • https://finance.yahoo.com/personal-finance/mortgages/article/tomorrow-is-the-final-day-of-chase-mortgage-rate-sale-100039249.html

  • WHY GOLDMAN SACHS SAYS THE ‘GOLDILOCKS’ STOCK MARKET MAY GET HIT

  • Yahoo Finance article on Goldman Sachs’ view that the current favorable “Goldilocks” market could face trouble.

  • https://finance.yahoo.com/news/why-goldman-sachs-says-the-goldilocks-stock-market-may-get-hit-151554100.html

코멘트

답글 남기기

이메일 주소는 공개되지 않습니다. 필수 필드는 *로 표시됩니다

더 많은 게시물