2026년 3월 6일 (금)
Gold Declines as Strong Dollar, Fed Outlook Outweigh War Premium · Bond Traders See Increasing Chance of No Fed Cuts This Year · Lawmakers to introduce bill strengthening federal anti-poverty program: It's 'a critical lifeline,' Warren says
Gold Declines as Strong Dollar, Fed Outlook Outweigh War Premium · Bond Traders See Increasing Chance of No Fed Cuts This Year · Lawmakers to introduce bill strengthening federal anti-poverty program: It's 'a critical lifeline,' Warren says
Gold Declines as Strong Dollar, Fed Outlook Outweigh War Premium
Gold declined, pressured by strength in the dollar and the prospect of less monetary easing as the war in the Middle East entered a sixth day with no sign of resolution. (원문: bloomberg.com)
거시 변수(달러·유가·금리 기대)가 위험자산 프라이싱을 좌우하는 국면입니다. 금리 인하 경로가 흔들리면 멀티플이 큰 섹터(테크/성장주)부터 변동성이 커질 수 있습니다.
- 01 발행: 2026-03-04T23:25:59.000Z — 최근 이슈
- 02 출처: Bloomberg Markets (bloomberg.com)
- 03 랭킹 점수: 7.65 (가중치 1.5)
- 04 요약: Gold declined, pressured by strength in the dollar and the prospect of less monetary easing as the war in the Middle East entered a sixth da
단기 트레이더: 유가/달러/금리 헤드라인 민감 — 주요 지표 전후 레버리지 축소
장기 투자자: 변동성 구간은 리밸런싱 기회 — 목표 비중 기준으로 분할매수/현금 관리
섹터 관찰: 금·에너지·방산 같은 헤지 성격 자산 동향을 함께 체크
리스크: 지정학/정책 이벤트 급변 — 손절/헤지 룰(옵션·현금비중)을 사전에 정하기
Bond Traders See Increasing Chance of No Fed Cuts This Year
Bond options traders are increasingly betting that the Federal Reserve will forgo any rate cuts this year, as an intensifying conflict in the Middle East boosts oil prices and threatens to push up inflation. (원문: bloomberg.com)
거시 변수(달러·유가·금리 기대)가 위험자산 프라이싱을 좌우하는 국면입니다. 금리 인하 경로가 흔들리면 멀티플이 큰 섹터(테크/성장주)부터 변동성이 커질 수 있습니다.
- 01 발행: 2026-03-05T18:28:58.000Z — 최근 이슈
- 02 출처: Bloomberg Markets (bloomberg.com)
- 03 랭킹 점수: 7.5 (가중치 1.5)
- 04 요약: Bond options traders are increasingly betting that the Federal Reserve will forgo any rate cuts this year, as an intensifying conflict in th
단기 트레이더: 유가/달러/금리 헤드라인 민감 — 주요 지표 전후 레버리지 축소
장기 투자자: 변동성 구간은 리밸런싱 기회 — 목표 비중 기준으로 분할매수/현금 관리
섹터 관찰: 금·에너지·방산 같은 헤지 성격 자산 동향을 함께 체크
리스크: 지정학/정책 이벤트 급변 — 손절/헤지 룰(옵션·현금비중)을 사전에 정하기
Lawmakers to introduce bill strengthening federal anti-poverty program: It's 'a critical lifeline,' Warren says
Supplemental Security Income, or SSI, was created in 1972 to help the nation's most vulnerable. Some features of the program have not been updated in decades. (원문: cnbc.com)
거시 변수(달러·유가·금리 기대)가 위험자산 프라이싱을 좌우하는 국면입니다. 금리 인하 경로가 흔들리면 멀티플이 큰 섹터(테크/성장주)부터 변동성이 커질 수 있습니다.
- 01 발행: 2026-03-05T13:40:02.000Z — 최근 이슈
- 02 출처: CNBC Top News (cnbc.com)
- 03 랭킹 점수: 6.63 (가중치 1.3)
- 04 요약: Supplemental Security Income, or SSI, was created in 1972 to help the nation's most vulnerable. Some features of the program have not been u
단기 트레이더: 유가/달러/금리 헤드라인 민감 — 주요 지표 전후 레버리지 축소
장기 투자자: 변동성 구간은 리밸런싱 기회 — 목표 비중 기준으로 분할매수/현금 관리
섹터 관찰: 금·에너지·방산 같은 헤지 성격 자산 동향을 함께 체크
리스크: 지정학/정책 이벤트 급변 — 손절/헤지 룰(옵션·현금비중)을 사전에 정하기
Nvidia shares fall on report that Trump is seeking more control of AI chip exports
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Earnings live: Marvell stock surges after hours, Costco sinks after earnings beat
The S&P 500 was on track for double-digit earnings growth, with more than half of companies having reported Q4 results so far.
Dow Jones Futures: Stock Market Skids On Surging Oil Prices, Pare Losses As Broadcom, Nvidia Rise
Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The February jobs report is on tap. Costco Wholesale and Marvell Technology headlined earnings after the close.
US Yields Climb as Inflation Threat Imperils Fed Rate Cuts
Treasuries fell for a fourth day — lifting yields to the highest levels in several weeks — as rising oil prices ignited inflation expectations and dented the outlook for Federal Reserve interest-rate cuts.
Medtronic announces cash dividend for fourth quarter of fiscal year 2026
The board of directors of Medtronic plc (NYSE:MDT) on Thursday, March 5, 2026, approved the company's cash dividend for the fourth quarter of fiscal year 2026 of $0.71 per ordinary share. This quarterly declaration is consistent with the dividend increase announcement made by the company in May 2025. Medtronic is a constituent of the S&P 500 Dividend Aristocrats index, having increased its annual dividend payment for the past 48 consecutive years. The dividend is payable on April 17, 2026, t