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BREAKING주요 뉴스
Barclays Raises S&P 500 Forecast on Stronger Earnings Expectations Despite Growing Risks
Barclays has increased its year-end target for the S&P 500 to 7,800 from 7,650 and introduced a 2027...
It’s a tale of two S&P 500s as rotation out of top tech stocks shifts into overdrive
The equal-weighted version of the S&P 500 outperformed its traditional capitalization-weighted sibli...
Oil: Middle East conflict reshapes outlook – BNY
Bob Savage highlights that the OECD now sees the Middle East conflict as the main driver of the global outlook, with surging energy and input prices lifting inflation and weighing on growth.
Japanese Yen: Focus on 160 level versus US Dollar and BoJ – Scotiabank
Scotiabank’s Analyst Team highlights that Japanese Yen gains are modest as USD/JPY hovers near the key 160 level, keeping intervention risk in focus.
European Gas: Positioning signals upside risk – ING
ING highlights that investment funds in TTF gas remain relatively relaxed despite LNG supply disruptions in the Middle East.
Warner Bros, Discovery (WBD) targets fresh all-time highs
Warner Bros. Discovery (NASDAQ: WBD) appears to have completed a significant long-term corrective cycle and is now showing signs of a new bullish trend.
US Dollar Index: Higher yields and Fed pricing support – Deutsche Bank
Deutsche Bank strategists note that rising US yields and stronger data have pushed market pricing for a Fed rate hike by December to 81%, helping support the Dollar Index.
Canadian Dollar: Gradual uptrend against US Dollar through 2026 - TD Securities
TD Securities strategists maintain a structurally bearish view on the US Dollar (USD) and a medium-term bias toward lower USD/CAD. They expect Fed easing in 2027, a high bar for further Bank of Canada ...
New Zealand Dollar rebounds against USD as markets price in further RBNZ rate hikes
NZD/USD trades around 0.5880 on Thursday at the time of writing, up 0.28% on the day after ending a three-day decline. The pair's rebound is supported by expectations of a more restrictive monetary po ...
Australian Dollar: Inflation risks keep RBA on edge – BNY
BNY’s Bob Savage reports that RBA Governor Michele Bullock highlighted a 75bp rise in the cash rate this year to return inflation to target, but noted inflation re-accelerated in late 2025 as growth, ...
Brazilian Real: Correction against US Dollar tracks rate repricing – ING
ING’s Chris Turner notes USD/BRL may move toward 5.14 as the stronger US Dollar and local political and trade risks weigh on the Brazilian Real (BRL). He argues BRL is catching up with domestic rate m ...
AI trade splits as Broadcom sells off and MAGS tests support
Broadcom did not report bad earnings, yet it still sold off yesterday after an initial push higher.
ECB: Second hike prospects guide Euro rates – Danske Bank
Danske Research Team expects the ECB to raise its deposit rate by 25bp to 2.25% on June 11, in line with market pricing and consensus. They highlight upside surprises in core inflation and higher Oil ...
US Dollar: Services strength and Fed stance – TD Securities
TD Securities’ Global Strategy Team highlights that stronger ISM services data and higher US rates are shaping the backdrop for the US Dollar. The report notes that ISM services rose above expectation ...