[2025/01/22] Expect a Trump-driven 'policy fog' to overshadow a strong corporate earnings season

Intro.

넘나 피곤한것..

오늘은 짧게가쟈..

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기사제목: Expect a Trump-driven 'policy fog' to overshadow a strong corporate earnings season

출처: https://finance.yahoo.com/news/expect-a-trump-driven-policy-fog-to-overshadow-a-strong-corporate-earnings-season-110011779.html

Expect a Trump-driven 'policy fog' to overshadow a strong corporate earnings season

 

 

"Right now, earnings are almost the undercurrent of the stock market, and policy is taking center stage."

 

해석:  현재 주식시장은 기업 실적보다 정책이 중심적인 역할을 하한댜..

 

 

"The sum of the market action shows that, for now, investors are squarely focused on whether Trump will or will not keep his campaign promises."

 

해석: 투자자들은 트럼프 대통령이 대선 공약을 이행할지 여부에 집중하고있다

 

 

"FactSet data shows the S&P 500 is now pacing for 12.5% year-over-year earnings growth this quarter compared to the 11.5% expected last week."

 

해석:이번 분기 S&P 500 기업들은 예상보다 높은 연간 12.5%의 실적 성장률을 기록할 것으로 보인다

 

 

"Short term, markets will have to contend with building fiscal, trade, and monetary policy uncertainty, even if [earnings] reports are solid."

 

해석: 단기적으로 시장은 강한 실적 보고에도 불구하고 재정, 무역, 통화 정책의 불확실성과 직면해야 한ㄷ..

 

 

"When there's a lot of noise, you really have to focus on what the economy and earnings are doing, and they're in a stable place right now."

 

해석: 정책 불확실성이 많은 상황에서도 경제와 기업 실적이 현재 안정적이라는 점에 주목해야 한댜