기업분석 시황리뷰

https://www.wsj.com/articles/as-trade-with-russia-halts-countries-turn-to-canada-11648558980 As Trade With Russia Halts, Countries Turn to Canada Canada produces many of the same commodities as Russia, such as oil, nickel, wheat and potash, and countries are lining up to broker deals. www.wsj.com 세계 최대 칼륨 매장국은 캐나다. 캐나다 최대 칼륨 생산업체 Nutrien의 주가는 러시아 침공 이후 한달만에 고점기준 30% 오름. 최근 긴장상태 완화로 인해 10% 가량 하락.

Reference: https://www.wsj.com/articles/opec-allies-agree-to-pump-more-oil-shrugging-off-omicron-11641306263?mod=hp_lista_pos1 Oil Jumps as OPEC Sees Limited Omicron Impact The producers agreed to continue pumping more crude, betting that a global surge in cases of the Omicron variant won’t have the sort of devastating effect on oil demand as previous waves of Covid-19. www.wsj.com 지난 밤 한국시간으로 밤..

Source: https://www.cnbc.com/2021/12/05/steve-cohen-backed-start-up-bets-on-24-hour-trading-so-investors-can-react-instantly-to-tweets.html Steve Cohen-backed start-up bets on 24-hour trading so investors can react instantly to tweets Steven Cohen's venture-capital fund Point72 Ventures is leading a $14 million funding round for 24 Exchange. www.cnbc.com 헤지펀드 재벌, 뉴욕 메츠의 구단주이자 의 엑설로드로도 유명한 스티브 코헨..

Source: https://www.wsj.com/articles/powell-warns-omicron-variant-could-worsen-inflation-boosting-bottlenecks-11638280800?mod=hp_lead_pos1 Powell Lays Groundwork for Faster End to Stimulus as Inflation Outlook Worsens The Fed chairman hints at a pivot in weighing inflation and unemployment risks amid renewed coronavirus threat www.wsj.com 연임에 성공한 파월 의장이 어제 테이퍼링 조기 종료에 대해 긍정적인 의견을 비추면서 시장이 출렁였다. ..

Source: https://www.wsj.com/articles/turkish-lira-tumbles-after-erdogan-defends-rate-cuts-11637665474?mod=markets_minor_pos1 Turkish Lira Tumbles After Erdogan Defends Rate Cuts Turkey’s economic crisis entered a tumultuous new phase, with its currency plunging to a record low and President Recep Tayyip Erdogan preparing to meet the leader of a regional rival in search of foreign investment. www..

Source: https://www.wsj.com/articles/opec-weighs-shift-in-oil-policy-after-crude-release-11637765371?mod=hp_lead_pos4 WSJ News Exclusive | OPEC Weighs Shift in Oil Policy After Crude Release Saudi Arabia and Russia are considering pausing efforts to provide the world with more crude, after Washington and other countries said they would release a slug of stored oil in an effort to lower prices. w..