متاح الآن! بحث تيليغرام 2025 — أهم رؤى العام 
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المشتركون
+324 ساعات
+3317 أيام
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أرشيف المشاركات
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Bottom-line: 일본 내 물가 상승이 가속화 되면서 중앙은행이 통화정책 변화를 통한 시장 충격을 다시 한 번 줄 가능성이 있음.
Japan’s key inflation gauge further accelerated to the fastest pace since 1981, an outcome that will continue to fuel speculation the Bank of Japan will surprise markets again with policy change down the line.
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Bottom-line: 예상보다 강한 고용시장을 역사적으로 낮은 수준에 여전히 머무르고 있는 실업수당청구건수가 다시 한 번 확인시켜줌. 11월 기술주는 인플레이션이 진정되며 중앙은행이 금리인상 폭을 낮추고, 나아가 인상을 멈출 것이란 기대로 상승했지만, 그 폭을 모두 뒤집으며 12월 -8.93% 하락했음. 이 때문에 대형 기술주 중심의 나스닥 100 지수는 20년 전 닷컴 버블 이후 최악의 12월 수익률을 기록할 처지에 놓임.
Technology stocks are headed for their worst December since the bursting of the dotcom bubble two decades ago as optimism about potential relief from Federal Reserve interest-rate hikes faded on signs of labor-market strength. The Nasdaq 100 Index sank 2.5% Thursday after a report showed US jobless claims remained near historically low levels, underscoring that the Fed has plenty of reasons to keep tightening policy. Separate data showed a key inflation gauge was up slightly from the prior reading. Add to that weak results from chipmaker Micron Technologies Inc., and the session turned into a brutal one for equity bulls, who are again fretting over the risk of a potential recession. The tech benchmark, laden with companies like Apple Inc. and Microsoft Corp., has dropped 8.93% this month, more than erasing a November rally fueled by hopes that cooling inflation would set the stage for even slower Fed hikes and potentially a pause next year. It’s down about one-third this year.
