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해외 증시에 대한 주요 이벤트와 가능성 122

미국-인도네시아 무역 합의 및 시장 영향

Hello everyone, this is beauk.Today, let's explore the new trade agreement between the United States and Indonesia and what it means for both economies.U.S.-Indonesia Trade Deal and Market Impact U.S. and Indonesia Sign Landmark Trade AgreementOn July 22, 2025, President Donald Trump announced a new trade agreement between the United States and Indonesia via his social media platform, Truth Soci..

AI와 기후 : 에너지 수요 급증과 지속가능성의 기회

Hello, everyone.Today, we will look at what opportunities the relationship between AI and climate will bring. Building on the original content, I will add more industry-relevant context to each section and expand "My Thoughts" with considerations for the US stock market. How AI's Rising Energy Demand Could Shape Global Emissions—And Become Its Own Remedy AI’s Surging Energy Appetite: A Double-Ed..

미국 하원, '가상자산 3법' 규칙안 통과… 트럼프 서명 임박

Hello everyone, this is beauk.Today, we will review the recent passage of the "Crypto 3 Laws" procedural rule in the U.S. House of Representatives, a key step toward significant cryptocurrency regulation.U.S. House Approves Procedural Rule for 'Crypto 3 Laws' Ahead of Expected Trump Signature Overview of the Crypto 3 Laws and Procedural VoteOn July 16, 2025, the U.S. House of Representatives nar..

로건 연준 총재, 고금리 지속 필요성 강조

Hello everyone, this is beauk.Today, let's take a look at recent comments from Dallas Fed President Lorie Logan regarding interest rates, inflation risks, and policy independence.July 15, 2025 – Fed’s Logan Emphasizes Higher-for-Longer Rates Amid Inflation Uncertainty Logan: "Rates Must Stay Restrictive to Anchor Inflation"Dallas Federal Reserve President Lorie Logan stated Tuesday evening that ..

파월 연준 의장 사임설, 미국 시장에 파장

Hello everyone, this is beauk.Today, let’s explore how the recent resignation rumor involving Fed Chair Jerome Powell, sparked by a social media post from Bill Pulte, impacted the S&P 500 and broader sectors. Rumor of Fed Chair Powell's Resignation Sends Ripples Through U.S. Market Who Is Bill Pulte and Why Does His Voice Matter?Bill Pulte, a Trump administration official and Director of the Fed..

미국 바이오 연료 정책 변화와 산업 영향

Hello everyone, this is beauk.Today, let's take a deep look into the potential resurgence of the U.S. biofuel industry driven by EPA regulatory changes. Is the Biofuel Renaissance Upon Us? EPA’s RFS Proposal Could Drive Soybean DemandAccording to recent EPA announcements, the U.S. Environmental Protection Agency (EPA) is proposing a major update to the Renewable Fuel Standard (RFS), requiring bi..

미 국방부, 무인 항공기 생산 가속화 발표, 드론 관련주 강세

Hello everyone, this is beauk.Today, let's explore how the U.S. Department of Defense's rapid pivot toward unmanned aircraft is shaking up the drone stock market. Drone Stocks Surge as Pentagon Prioritizes Unmanned Aircraft Production Stocks Rally on Fast-Track Defense InitiativeShares of several drone-related companies soared Thursday after Defense Secretary Pete Hegseth issued a directive to ..

트럼프 관세 발표 속 유가, 2주 최고치 근처서 보합

Hello everyone, this is beauk.Today, let's explore how oil prices are responding to Trump's tariff announcements and rising U.S. crude inventories. Oil Holds Steady Near 2-Week High Amid Tariff TensionsOil prices held steady near two-week highs during Thursday's Asian session as concerns over U.S. demand were offset by geopolitical tensions and supply risks. As of 21:55 ET (01:55 GMT), September..

케빈 해셋, 연준 의장 유력 후보로 부상

Hello everyone, this is beauk.Today, we’ll take a closer look at the rising speculation surrounding the possible successor to Federal Reserve Chair Jerome Powell, as reported by The Wall Street Journal. Kevin Hassett Emerges as a Leading Candidate to Replace PowellAccording to a recent report by The Wall Street Journal (WSJ), Kevin Hassett, a former White House economic adviser under President D..

"미국 기업을 과소평가하는 것은 위험하다" : BofA, S&P 500 목표치 상향

Hello everyone, beauk hereToday, we’ll explore Bank of America’s decision to raise its S&P 500 year-end target to 6,300 amid strong U.S. corporate performance. BofA Says “Underestimating U.S. Corporates Is Risky” : Raises S&P 500 TargetBank of America has raised its S&P 500 year-end target from 5,600 to 6,300, crediting the unexpected strength of U.S. companies despite lingering macroeconomic ch..