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외환/환율 📈 긍정 🔴 매우 중요
05/07 08:06
EUR/CZK: Sideways despite hawkish CNB risk – Commerzbank

Commerzbank’s Tatha Ghose expects the Czech National Bank (CNB) to keep rates at 3.50% but sees upside inflation risks from higher energy prices and a growing chance of at least one 25 bp hike later i ...

FXStreet
주식/증권 📈 긍정
05/07 08:00
Market rebound: Why some stocks are looking past the Iran war

The US stock market isn’t the only market that’s rebounded to record highs.

Yahoo Finance
주식/증권 📈 긍정
05/07 07:30
Dividend Yields Are Scarce. Stock Buybacks May Fill the Gap.

Stocks with hefty dividend yields have gotten harder and harder to find as more companies use buybacks to distribute extra cash. Fund investors might want to follow their lead. While the is having ...

Yahoo Finance
거시경제 ➡️ 중립
05/07 07:25
Maersk warns economic impact of Iran conflict will ripple for months

World’s second-largest container shipping line says costs have increased by $500mn per month

Financial Times
원자재/상품 📈 긍정
05/07 07:00
EU Suspends Methane Rules as Energy Crunch Intensifies

The European Union has decided to suspend a regulation requiring oil and gas suppliers to report emissions along their supply chains amid an energy crunch that has sent oil and gas prices higher and p ...

OilPrice.com
거시경제 ➡️ 중립
05/07 06:00
Emirates to press ahead with expansion despite Middle East war

Dubai airline says it has restored most flights after conflict closed airspace and sent jet fuel prices soaring

Financial Times
원자재/상품 ➡️ 중립
05/07 06:00
Australia Orders LNG Exporters to Reserve 20% of Gas for Domestic Market

Australia’s government has mandated energy companies in the country to set aside 20% of their natural gas output for the domestic market to avoid supply shortages along the east coast. The mandate wil ...

OilPrice.com
주식/증권 📈 긍정
05/07 06:00
Emerging Market Stocks Are Outperforming the S&P 500. How to Play the Rally.

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

Yahoo Finance
거시경제 ➡️ 중립
05/07 04:00
Apple, Berkshire and the virtue of patience

Waiting for outstanding opportunities has paid off but it is getting increasingly difficult

Financial Times
거시경제 📉 부정
05/07 04:00
Wells Fargo whistleblower appeals for restoration of $180mn award

Payout to bank’s former security chief was cut to $55mn two weeks after Trump appointee became SEC chair

Financial Times
거시경제 📈 긍정
05/07 04:00
Tech rally hands hedge funds biggest gains since 2020

Industry posts 5% returns in April as stocks including Intel, Alphabet and AMD soar

Financial Times
거시경제 ➡️ 중립
05/07 04:00
Four ways Europe’s big immigration experiment has changed Spain

The country accounts for a quarter of new EU jobs this decade — 70 per cent of them have gone to immigrants

Financial Times