트럼프의 미 노동통계국(BLS) 국장 후보 EJ 안토니에 ‘타당한 의문’ 제기

주요 경제 뉴스 요약 (2023년 8월 15일 기준)

통화 정책 및 인플레이션

무역, 관세 및 정책

시장 및 투자

기업 뉴스 및 실적 발표

개인 금융

항공 산업

헤드라인

  • 트럼프의 BLS 수석 위원장 후보 EJ 안토니에 대한 “건전한 의혹” 존재

사건 개요

  • 트럼프 대통령은 EJ 안토니를 노동통계국(BLS) 위원장으로 지명했습니다.
  • EJ 안토니는 헤리티지 재단의 수석 경제학자입니다.
  • 그는 BLS 위원장으로 임명되기 전에 상원의 승인을 받아야 합니다.

발언자

  • 클라우디아 사함 (뉴 센추리 애드바이저스 수석 경제학자, 전 연준 경제학자)
  • 조 브루세라스 (RSM 수석 경제학자)
  • 콜린 마틴 (스 Schwab 금융연구소 고정 수입 전략가)
  • 그들은 쥴리 하이먼과 함께 모닝 브리프에서 이 지명과 BLS의 미래에 대해 논의했습니다.

링크

  • https://finance.yahoo.com/video/good-doubt-trumps-bls-head-133609785.html

주요 뉴스 요약 (2023년 8월 22일)

1) 팔란티어(Palantir) 주가, 거대한 폭락 직전? 전문가가 말하는 간과된 위험 요소 (PLTR -2.12%)

2) 퀄리스(Qualys), DEF CON에서 오픈SSH 취약점 연구로 두 개의 Pwnie 어워드 수상 (QLYS -0.01%)

3) 글로반(Globant), AI 플랫폼 GEAI에 새로운 프로토콜 추가로 플랫폼 간 AI 상호 운용성 강화 (GLOB -14.93%)

4) 웰스 파고, AI 기반 데이터 보호 수요 증가에 따라 바로니스(Varonis)에 ‘비중확대’ 의견 제시 (VRNS +2.56%)

5) 캐나코르, 강력한 2분기 실적과 AI 채택 확산에 힘입어 Zeta Global의 주가 목표 상향 조정 (ZETA +7.41%)

6) 우이퍼스(UiPath), 복잡한 문서 처리를 자동화하는 Generative Extactions 출시 (PATH +2.14%)

7) 센티넬원(SentinelOne), Mimecast와의 파트너십 확대하여 인간 중심 사이버 보안 강화 (S +1.39%)

8) 시티그룹, 클라우드 최적화 헤드웨인 영향으로 Confluent의 주가 목표 하향 조정 (CFLT -0.34%)

9) 지라(GitLab), AWS와 3년 전략적 협력 체결하여 안전한 DevSecOps 플랫폼 확장 (GTLB +8.13%)

10) 8월 IPO 시장, 기업들이 ‘지금이 기회’라고 판단하며 활황 (IPO 시장 서지)

Monetary policy & inflation

  • Powell’s Jackson Hole speech will be the main monetary policy event of the summer. Link: https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html
  • July inflation data has economists worried. Link: https://finance.yahoo.com/news/the-risk-thats-on-our-doorstep-july-inflation-data-has-economists-on-edge-133057270.html

Trade, tariffs & policy

  • US trade partners are waiting for Trump to finalize trade deals and tariff plans. Link: 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
  • Trade partners grow restless waiting for Trump’s tariff breaks. Link: https://finance.yahoo.com/news/trade-partners-grow-restless-waiting-160000434.html
  • Midterm fight over a Trump bill and tariffs is starting early at an Iowa fair. Link: https://finance.yahoo.com/news/midterm-fight-over-trump-bill-140000015.html
  • The Trump administration is testing prior authorization in traditional Medicare. Link: https://finance.yahoo.com/news/trump-administration-tiptoes-into-testing-prior-authorization-in-traditional-medicare-143012089.html

Markets & investing

  • IPO market is surging in August as companies take advantage of market interest. Link: https://finance.yahoo.com/news/ipo-market-surges-in-august-with-companies-striking-while-the-iron-is-hot-090028325.html
  • Commentary on the bottom line for the stock market. Link: https://finance.yahoo.com/news/what-is-the-bottom-line-for-the-stock-market-185741175.html
  • Global markets may face a shaky week as US pressures on Ukraine affect markets. Link: https://finance.yahoo.com/news/global-markets-face-shaky-week-152401703.html
  • Boom in bespoke ETFs is driving growth of niche, custom ETF options. Link: https://finance.yahoo.com/news/boom-bespoke-etfs-drives-growth-130000295.html

Company news & earnings

  • Walmart and other retail earnings to watch this week (see Powell story link above). Link: https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html
  • Air Canada delays flight resumption as striking workers defy a stop order. Link: https://finance.yahoo.com/news/air-canada-resume-flights-sunday-091230436.html
  • New Zealand’s A2 Milk reports full-year profit rose 21%. Link: https://finance.yahoo.com/news/zealands-a2-milk-full-profit-205200953.html
  • Duolingo CEO says a controversial AI memo was misunderstood. Link: https://finance.yahoo.com/news/duolingo-ceo-says-controversial-ai-163417527.html
  • Palantir stock’s recent run may face a big drop, per analysis. Link: https://finance.yahoo.com/news/history-shows-palantir-stocks-monster-163000727.html
  • Qualys wins two Pwnie awards for OpenSSH vulnerability research. Link: https://finance.yahoo.com/news/qualys-qlys-wins-two-pwnie-205108747.html
  • Globant upgrades its GEAI platform to improve AI interoperability. Link: https://finance.yahoo.com/news/globant-glob-upgrades-geai-platform-204931589.html
  • Wells Fargo upgrades Varonis to overweights, citing AI demand. Link: https://finance.yahoo.com/news/wells-fargo-upgrades-varonis-vrns-204829511.html
  • Canaccord raises Zeta Global price target after a strong quarter. Link: https://finance.yahoo.com/news/canaccord-raises-zeta-global-zeta-204633429.html
  • UiPath launches generative extractions to automate complex document work. Link: https://finance.yahoo.com/news/uipath-path-launches-generative-extractions-203353147.html
  • SentinelOne expands its partnership with Mimecast to boost cybersecurity offerings. Link: https://finance.yahoo.com/news/sentinelone-expands-mimecast-partnership-advance-203046812.html

Personal finance

  • Comparison of I Bonds versus high-yield savings accounts to see which beats inflation. Link: https://finance.yahoo.com/personal-finance/banking/comparison/i-bond-vs-savings-account-185055035.html

Airline industry

  • Why flyers should be worried if Spirit Airlines goes away. Link: https://finance.yahoo.com/news/why-flyers-worried-spirit-airlines-110043801.html

Headline

  • THERE IS “GOOD DOUBT” ABOUT TRUMP’S BLS HEAD NOMINEE EJ ANTONI

What happened

  • President Trump nominated EJ Antoni to be commissioner of the Bureau of Labor Statistics (BLS).
  • EJ Antoni is the Heritage Foundation’s chief economist.
  • He must be confirmed by the Senate before becoming commissioner.

Who commented

  • Claudia Sahm (New Century Advisors chief economist, former Fed economist).
  • Joe Brusuelas (RSM chief economist).
  • Collin Martin (Schwab Center for Financial Research fixed income strategist).
  • They joined Julie Hyman on Morning Brief to discuss the nomination and the future of the BLS.

Link

  • https://finance.yahoo.com/video/good-doubt-trumps-bls-head-133609785.html

1) 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 (PLTR -2.12%)

  • Article says Palantir’s strong run may be heading toward a big drop. It points to one overlooked detail as important.
    Link: https://finance.yahoo.com/news/history-shows-palantir-stocks-monster-163000727.html

2) QUALYS (QLYS) WINS TWO PWNIE AWARDS AT DEF CON FOR GROUNDBREAKING OPENSSH VULNERABILITY RESEARCH (QLYS -0.01%)

  • Qualys won two Pwnie Awards for its research on an OpenSSH vulnerability.
    Link: https://finance.yahoo.com/news/qualys-qlys-wins-two-pwnie-205108747.html

3) GLOBANT (GLOB) UPGRADES GEAI PLATFORM WITH NEW PROTOCOLS TO DRIVE CROSS-PLATFORM AI INTEROPERABILITY (GLOB -14.93%)

  • Globant updated its GEAI platform with new protocols. The aim is to make AI work across different platforms.
    Link: https://finance.yahoo.com/news/globant-glob-upgrades-geai-platform-204931589.html

4) WELLS FARGO UPGRADES VARONIS (VRNS) TO OVERWEIGHT, CITING RISING DEMAND FOR AI-POWERED DATA PROTECTION (VRNS +2.56%)

  • Wells Fargo raised Varonis to overweight. The bank cited growing demand for AI-based data protection.
    Link: https://finance.yahoo.com/news/wells-fargo-upgrades-varonis-vrns-204829511.html

5) CANACCORD RAISES ZETA GLOBAL (ZETA) PRICE TARGET ON STRONG Q2 AND EXPANDING AI ADOPTION (ZETA +7.41%)

  • Canaccord raised Zeta Global’s price target after a strong second quarter and more AI use by customers.
    Link: https://finance.yahoo.com/news/canaccord-raises-zeta-global-zeta-204633429.html

6) UIPATH (PATH) LAUNCHES GENERATIVE EXTRACTIONS TO AUTOMATE COMPLEX DOCUMENT PROCESSING (PATH +2.14%)

  • UiPath released “Generative Extractions” to automate hard document processing tasks.
    Link: https://finance.yahoo.com/news/uipath-path-launches-generative-extractions-203353147.html

7) SENTINELONE (S) EXPANDS MIMECAST PARTNERSHIP TO ADVANCE HUMAN-CENTRIC CYBERSECURITY (S +1.39%)

  • SentinelOne expanded its partnership with Mimecast. The goal is to enhance human-focused cybersecurity solutions.
    Link: https://finance.yahoo.com/news/sentinelone-expands-mimecast-partnership-advance-203046812.html

8) CITIGROUP SLASHES CONFLUENT (CFLT) PRICE TARGET AMID CLOUD OPTIMIZATION HEADWINDS (CFLT -0.34%)

  • Citigroup cut Confluent’s price target. The bank cited challenges from cloud cost and optimization efforts.
    Link: https://finance.yahoo.com/news/citigroup-slashes-confluent-cflt-price-202933157.html

9) GITLAB (GTLB) SIGNS THREE-YEAR STRATEGIC COLLABORATION WITH AWS TO EXPAND SECURE DEVSECOPS PLATFORM (GTLB +8.13%)

  • GitLab agreed to a three-year collaboration with AWS. They aim to grow GitLab’s secure DevSecOps offerings.
    Link: https://finance.yahoo.com/news/gitlab-gtlb-signs-three-strategic-202817706.html

10) IPO MARKET SURGES IN AUGUST WITH COMPANIES ‘STRIKING WHILE THE IRON IS HOT’

  • The IPO market picked up in August as companies took advantage of favorable conditions.
    Link: https://finance.yahoo.com/news/ipo-market-surges-in-august-with-companies-striking-while-the-iron-is-hot-090028325.html

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