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미국 경제 성장·기업 이익 2023년 상향 조정

Sep 26, 2024 22:58 pm UTC| Economy

미국 경제는 연방준비제도(Fed)의 금리 인상에도 불구하고 기업 투자와 소비자 지출의 증가로 인해 2023년에 초기 예상보다 빠르게 성장했다고 목요일에 개정된 정부 데이터가 나타냈다. 국내총생산(GDP) 보고서를 작성하는 상무부 산하...

아시아 증시 상승, 중국 낙관론 지속; 기술주 미국 랠리 추종

Sep 26, 2024 22:56 pm UTC| Economy

목요일 (현지시간) 대부분의 아시아 증시가 중국의 부양책에 대한 지속적인 낙관론 속에 상승했다. 특히 기술주, 그 중에서도 반도체 기업들이 미국 기업 마이크론의 강력한 실적에 힘입어 랠리를 보였다. 미국 증시는...

헤지펀드 매도 가속화: 시티그룹 분석

Sep 26, 2024 22:55 pm UTC| Economy

시티그룹(Citi)은 이번 주 롱온리(long-only) 매니저들이 기술, 산업, 금융 부문에서 보유 비중을 확대했다고 밝혔다. 반면 에너지, 헬스케어, 부동산 부문에서는 보유 비중을 축소했다. 시티그룹 전략가들은 지난 2개월 동안 롱온리...

UBS "이 미국 도시, 부동산 거품 위험 가장 높아"

Sep 26, 2024 22:52 pm UTC| Economy Real Estate

UBS 글로벌 부동산 버블 지수에 따르면 마이애미 (Miami)가 현재 세계 주요 도시 중 가장 높은 부동산 거품 위험을 보이고 있다. 부동산 시장의 잠재적 가격 조정 취약성을 추적하는 연례 보고서는 전반적으로 주택 시장 거품 위험이...

HSBC, 연준 보우만 금리 신중 발언, 금 랠리 제약 가능성

Sep 26, 2024 22:47 pm UTC| Economy

수요일 (현지시간) 금 가격은 아시아 거래에서 사상 최고치를 경신한 후 보합권 바로 아래에서 움직였다. 미 동부 표준시 기준 07:07(그리니치 표준시 11:07) 현물 금은 온스당 2,656.24달러로 0.03% 하락했다. 앞서 아시아 거래에서...

Central Banking Series

HSBC "ECB, 경제 지원 위해 더 빠른 금리 인하 전망"

Sep 26, 2024 22:44 pm UTC| Economy Central Banks

이번 주 초 발표된 자료에서 유로존의 비즈니스 활동이 급격하고 예기치 않게 위축된 것으로 나타났으며, 유럽의 최대 경제인 독일의 침체가 심화되고 블록 내 두 번째 경제 대국인 프랑스 역시 위축 국면에 들어섰다. HCOB의 예비...

Central Banking Series

연준, 추가 50bp 인상 기준 얼마나 높을까

Sep 26, 2024 22:40 pm UTC| Economy

도이치뱅크의 분석가들에 따르면 9월 금리 인하가 단회성 조치라는 초기 신호에도 불구하고 연방준비제도(Fed)의 추가 50bp 금리 인하 가능성이 높아지고 있다고 전했다. 도이치뱅크는 최근 연준의 의사소통 내용을 면밀히 분석해...

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Economy

Australia Treasurer Backs RBA Governor’s Support for Fed Chair Jerome Powell Amid Independence Concerns

Australias Treasurer Jim Chalmers has publicly backed Reserve Bank of Australia (RBA) Governor Michele Bullock after she joined a group of global central bank leaders in expressing solidarity with U.S. Federal Reserve...

Asian Currencies Trade Narrowly as US Dollar Holds Near Six-Week High on Strong Data

Most Asian currencies traded within tight ranges on Friday, while the U.S. dollar remained firm near a six-week high, supported by strong U.S. economic data and fading expectations for imminent Federal Reserve rate cuts....

Canada–China Strategic Partnership Signals Reset With Historic Economic Potential

Canada and China are moving toward a renewed strategic partnership that could deliver historic economic gains by building on the complementary strengths of both nations, Canadian Prime Minister Mark Carney said during...

Malaysia Economy Posts Strong Q4 2025 Growth on Domestic Demand Boost

Malaysias economy recorded a solid expansion of 5.7% year-on-year in the fourth quarter of 2025, according to official advance estimates released on Friday, marking its fastest growth pace in more than a year. The robust...

Retail Investors Crowd Into Silver as Prices Surge to Record Highs

Individual investors are buying silver at an unprecedented pace, turning the metal into one of the most crowded commodity trades in global markets, according to a new report from Vanda Research. Over the past 30 days...

Politics

U.S. and Mexico Reaffirm Security Partnership Amid Calls for Stronger Border Action

Mexican Foreign Minister Juan Ramón de la Fuente and U.S. Secretary of State Marco Rubio held a high-level call on Thursday focused on security cooperation and the future of the U.S.-Mexico partnership, according to...

Former South Korean President Yoon Suk Yeol Faces Historic Court Ruling Over Failed Martial Law Attempt

Former South Korean President Yoon Suk Yeol is set to face his first court ruling on Friday in a landmark criminal case tied to his failed attempt to impose martial law, a political crisis that stunned the nation and drew...

Schumer Urges Trump to Halt ICE Raids, Citing Fear in U.S. Cities

U.S. Senate Democratic Leader Chuck Schumer sharply criticized Immigration and Customs Enforcement operations during a meeting with President Donald Trump on Thursday, warning that ongoing ICE raids in major U.S. cities...

U.S.–Taiwan Trade Deal Spurs $500 Billion Semiconductor Investment in America

A new U.S. trade deal with Taiwan is set to significantly reshape the global semiconductor landscape, with massive investments aimed at strengthening chip manufacturing in the United States. According to Commerce Secretary...

Trump Pushes Gaza Demilitarization Deal With Backing From Egypt, Turkey, and Qatar

U.S. President Donald Trump said on Thursday that Egypt, Turkey, and Qatar are backing his push for a comprehensive demilitarization agreement with Hamas, as Washington moves forward with the next phase of its plan to end...

Science

NASA and SpaceX Target Crew-11 Undocking From ISS Amid Medical Concern

NASA has confirmed that the agency, in coordination with SpaceX, is targeting no earlier than 5 p.m. Eastern Time (2200 GMT) on Wednesday, January 14, for the undocking of the SpaceX Crew-11 mission from the International...

Neuralink Plans High-Volume Brain Implant Production and Fully Automated Surgery by 2026

Elon Musks brain-computer interface company Neuralink is preparing for a major expansion, announcing plans to begin high-volume production of its brain implant devices and transition to a fully automated surgical procedure...

Jared Isaacman Confirmed as NASA Administrator, Becomes 15th Leader of U.S. Space Agency

The U.S. Senate has officially confirmed billionaire private astronaut Jared Isaacman as the new NASA administrator, making him the 15th leader in the agencys history. The confirmation, which took place on Wednesday, marks...

Senate Sets December 8 Vote on Trump’s NASA Nominee Jared Isaacman

The U.S. Senate Commerce Committee announced it will vote on December 8 on President Donald Trumps renewed nomination of private astronaut and tech entrepreneur Jared Isaacman to lead NASA. Isaacman, known for his...

NASA Cuts Boeing Starliner Missions as SpaceX Pulls Ahead

NASA has significantly scaled back Boeings Starliner program after years of technical issues and delays, announcing that the next Starliner mission to the International Space Station (ISS) will fly without astronauts. The...

Technology

Anthropic Appoints Former Microsoft Executive Irina Ghose to Lead India Expansion

Artificial intelligence startup Anthropic has appointed former Microsoft executive Irina Ghose as its Managing Director of India, signaling a major push into one of the worlds fastest-growing AI markets. The appointment...

TSMC Shares Hit Record High as AI Chip Demand Fuels Strong Q4 Earnings

Taiwan Semiconductor Manufacturing Company (TSMC) shares surged to a record high in Taipei trading on Friday, underscoring strong investor confidence driven by robust fourth-quarter earnings and sustained demand from the...

Federal Judge Clears Way for Jury Trial in Elon Musk’s Fraud Lawsuit Against OpenAI and Microsoft

A federal judge in Oakland, California, has rejected renewed attempts by OpenAI and Microsoft to dismiss a high-profile lawsuit filed by Elon Musk, allowing the case to proceed to a jury trial starting April 27. The ruling...

Publishers Seek to Join Lawsuit Against Google Over Alleged AI Copyright Infringement

Major publishing companies Hachette Book Group and Cengage Group have formally asked a California federal court for permission to intervene in a proposed class action lawsuit against Google, intensifying the ongoing legal...

China’s AI Models Narrow the Gap With the West, Says Google DeepMind CEO

Chinas artificial intelligence capabilities are rapidly catching up to those of the United States and other Western nations, according to Demis Hassabis, CEO of Google DeepMind. Speaking on a CNBC podcast, Hassabis said...
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