iShares Currency Hedged MSCI EAFE ETF (BATS: HEFA)

에 대한 최신 뉴스 iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

iShares Currency Hedged MSCI EAFE ETF

Financial Services

Industrials

Healthcare

Technology

Consumer Cyclical

Consumer Defensive

Basic Materials

Communication Services

Energy

Utilities

Real Estate

Other

The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) and other instruments of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is composed of large- and mid-capitalization equities in Europe, Australasia, and the Far East while mitigating exposure to fluctuations between the value of the component currencies and the U.S. dollar.

Ishares Msci Eafe ETF

Blackrock Cash Funds: Treasury, Sl Agency Shares

Currency ETFs

ETFs

GOOGL

HEFA

USDU

PowerShares DB US Dollar Index Bullish Fund

미국 달러의 추세는 강세를 보이고 있지만 Invesco DB US Dollar Index Bullish Fund (NYSE:UUP)는 올해 들어 약 0.8% 하락했다. 여러 지표들이 달러가 단기적으로도 회복세를 유지할 수 있음을 시사하고 있으며, 이 추세로 혜택을 받을 수 있는 여러 ETF들이 있다:

그린백에 베팅하기: 달러 궤적은 여전히 강하며, 이 ETF들이 큰 승리를 거둘 것으로 전망

News

Guidance

Paymentus Expects Revenue Of $241M - $249M For Q1 (Est $240.23M), $1.04B - $1.06B For FY25 (Est $1.023B)

Earnings

SARO

CORRECTION: StandardAero Q4 2024 Sales $1.409B Beats $1.368B Estimate

Global geopolitical tensions reached a new high after the contentious February 28 <a href="https://www.benzinga.com/news/25/03/44064861/trump-cancels-news-conference-with-zelenskyy-after-tense-meet-in-oval-office-report">Oval Office meeting</a> between Ukrainian President Volodymyr Zelenskyy and US President Donald Trump.
A trend toward less US military support for Ukraine was evident for many investors long before that meeting, as European stocks soared in early 2025, especially those in the defense sector. 
The DAX index in Germany rose to new all-time highs this year, for example, as Europe begins reshuffling policy plans in view of a reduction in U.S. military support. Germany has led the charge so far, announcing a 500 billion euro (about $535 billion) stimulus package aimed at bumping up defense and reinvigorating the country's stale economy. 
<h2 class="wp-block-heading">Six European Defense Stocks Set To Keep The Rally Going</h2>
One aspect of the German stimulus package that seems to intrigue investors is the defense spending boost, which gets around the country's ‘debt brake' designed to limit government spending. The debt brake caps spending at a percentage of national GDP. The new agreement calls for all defense spending beyond 1% of German GDP to not be counted against this cap, which is music to the ears of European defense companies, whose stocks have been sizzling since late 2024. 
It&#8217;s important to keep in mind that as foreign stocks, they trade using ADRs on OTC marketplaces. Be sure to understand the risks of buying international companies via OTC marketplaces before investing.
<h2 class="wp-block-heading">Rheinmetall AG </h2>
Rheinmetall AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNMBY#OTC">RNMBY</a>) has been the face of the European defense rally so far. The stock has more than doubled in the last 12 months, including a 90% gain year-to-date (YTD). Rheinmetall is one of Germany's leading providers of military vehicles, weapons, ammunition and electronics for defense. The Dusseldorf-based company has existed since 1889 and employs more than 24,000 people.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcz_vG_KlxR1YFjEzC7CM5uirLdtpbjuTsj1DEa5dom-LiAvPzKDxxGg-QOEWA3cq3hC67yj-R92podeAkV2ykefZNcLkN1UI3IBZVO_wht8e15qkjdiyZYiIcR856Uojng01QU4g?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Rheinmetall's stock trades on the DAX exchange in Germany but American investors can find it on the OTC markets trading as RNMBY. The company's valuation has gotten stretched during this recent rally, with a P/E ratio approaching 100 and a price-to-sales rate of 5.87. The company's forward P/E of 37.6 is in line with competitors like Saab and Rolls-Royce. It recently reported the USD equivalent of $955 million in free cash flow and 40% year-over-year (YoY) revenue growth. The stock ended Friday's session on a 6.5% drawdown as investors took profits amidst a choppy trading day. Some see this as an opportunity for a new entry as technical trends remain in place. 
<h2 class="wp-block-heading">BAE Systems plc </h2>
BAE Systems (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BAESY#OTC">BAESY</a>) had just completed its first ‘lost year' since COVID as 2024 drew to a close, but the recent rally has taken the British defense firm back to new all-time highs. BAE's stock closed at $57 on the final day of 2024 trading &#8211; a mere $1 above the price it opened on the first 2024 trading day. But 2025 has been a fresh start and the company is up nearly 45% YTD.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdNq-SXMbawg2AA0la6ht2uny1OZywnTvqRudwtgUdvTE2bqX8QO8tr1Ho-mF9F7hFXtAkqYsl68mDauucE_PDYWV6eX1pQ5lTv2MbXQIBZXwiFMTA-fxTD0eCYwu47s1hEdBXnAQ?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Despite the parabolic move, BAESY remains an undervalued stock compared to peers like Rheinmetall and Saab. The stock trades at just 22 times forward earnings, 1.87 times sales and sits on a massive free cash pile equivalent to $3.5 billion. Profit growth accelerated in 2024 following a sluggish 2023. The company's 7.4% profit margin is one of the sector's best figures. It also pays a 2% dividend yield, tops amongst today&#8217;s picks.
The stock could get a boost from political tailwinds in 2025 as well. Like Germany, the UK is preparing for more accommodative fiscal policy to boost its economy, especially the defense sector.
<h2 class="wp-block-heading">Leonardo S.P.A. </h2>
Leonardo SPA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FINMY#OTC">FINMY</a>) trades on the Italian stock exchange, and like other European defense firms, it started 2025 with a bang. Shares are up more than 72% so far this year, with possibly more room to run as the EU's fiscal plans come into focus.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVnLhxuMB974uvA6X4FLkAq4Z3Xq4j7WWoeKicj2H3PT3zxbJ1n0hSiuP-aFMS7j6YWc_krkegiFes7ztcafUozkkyE5vPhBzTefPbOkQoLyACPMSlpFIyrNpyjAn7b0KCdbVYLg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Leonardo SpA has seven different business divisions, including Helicopters, Aeronautics, Electronics and Defense Systems. The firm is one of Italy's largest, with nearly 60,000 employees and a $27 billion market cap. The stock finished 2024 up more than 50% on the year, its share price has already gone from $13 to $23 in 2025.
Like BAE Systems, Leonardo remains undervalued compared to some of its more high-flying peers. Trading at 23 times forward earnings and just 1.4 times sales, the company has posted 21% YoY revenue growth. Shares pulled back on Friday, which could signify investors taking profits as the Relative Strength Index (RSI) veered into overbought territory. A minor correction could create an opportunity for new investors.
<h2 class="wp-block-heading">Thales S.A. </h2>
Thales S.A. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/THLEF#OTC">THLEF</a>) is a French aerospace company specializing in defense equipment, including combat systems, surveillance, training simulations, avionics equipment and more. With over $22 billion in annual revenue and more than 83,000 employees, Thales is one of the largest defense contractors in Europe. It has also been one of the best-performing stocks on the French CAC index, with a nearly 83% gain YTD.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXezuK4B9ff5pjf8XJDIkfIdzZsIOpy0sk5sinnM-gHVA4HBfwv3cT5UPmc0XuCHg2vfpn9TFelhQIv2STCxRUxNH_uOSk9Uzr6F7BqDiHEJqdhHi29TMDsQqQzP5w9-fAzxFVRUIg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
The stock looks pricey at the moment with a P/E ratio over 50, but it trades at just 23 times forward earnings and has more than $2 billion in free cash flow. In its most recent report, the company stated YoY quarterly earnings growth of 7.4% and pays a 1.46% dividend yield, which is bested only by BAE Systems&#8217; 2% yield amongst our defense stock picks.
<h2 class="wp-block-heading">Rolls-Royce Holdings plc </h2>
When investors think of Rolls-Royce (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RYCEY#OTC">RYCEY</a>), they usually picture the car driven by their favorite athlete, but the company makes more than just high-performance sports cars. It operates in multiple divisions: Civil Aerospace, Defense, Power Systems and New Markets. Rolls-Royce is the largest stock by market cap on our list at $87 billion. The company earns more than $24 billion in annual revenue. 
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLlyU-1_uQUcX4tMiQoR16J13Q7MWEyfv43FSZCoOPnHcZZovjaMJhOYU5hE9BD3k9edK9s2LnvZr0lMzSdd5vpV2ySGgpN-KYKqtkL2idrO4jzja32wfc-yhOv_V_0dauMV75?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Rolls Royce stock is up 51% this year, which lags behind other soaring European defense contractors, though that gap could soon be closed. The company's 13.3% profit margin dwarfs most competitors in the defense industry; the stock trades at 28 times earnings. It also has an impressive $3.74 billion in free cash flow ready for deployment, which is not a bad situation to find yourself in when the government is expanding fiscal policy.
<h3 class="wp-block-heading">And Before We Go&#8230; </h3>
<h2 class="wp-block-heading">Live On Wednesday: How To Trade This Week's Market Chaos</h2>
Markets are in turmoil—are you positioned and ready to react? Join Chris Capre on March 12 at 6 PM ET for a live session where he'll show you how to track institutional moves, execute precise trades and navigate wild price swings with confidence. Sign up right <a href="https://bzresearch.myclickfunnels.com/chris-capre-webinar-wed-mar12-2025-registration">HERE</a>
Now Read:
<ul>
<li> <a href="https://www.benzinga.com/markets/equities/25/03/44214508/trumps-chaotic-policies-may-drive-investors-to-europe-says-analyst-quite-a-shift-in-the-world-or">Trump&#8217;s &#8216;Chaotic&#8217; Policies May Drive Investors To Europe, Says Analyst: &#8216;Quite A Shift In The World Order&#8217;</a></li>
</ul>
Photo: Shutterstock

Eurozone

Markets

Trading Ideas

BAESY

FINMY

RNMBY

RYCEY

THLEF

6 Defense Stocks To Watch After Trump Halts Weapons Shipments To Ukraine

Barnes &amp; Noble Education is pleased with the significant improvements in year-to-date 2025 GAAP operating results and Adjusted EBITDA versus the prior year.&nbsp;
As previously noted, the Company has also emphasized the reduction of its payables and current liabilities positions, which it believes further strengthens the balance sheet and strategic optionality but limits near-term operating free cash flow.

BNED

Barnes & Noble Says Business Is Poised To Generate Free Cash Flow In Its Next Fiscal Year

GLRE

Greenlight Capital Re Q4 2024 GAAP EPS $(0.81) Down From $0.50 YoY, Gross Premiums Written Increased 28% To $143.8M

StandardAero Sees FY25 Revenue $5.80B-$5.95B Vs $4.838B Est.

Offerings

AISP

Airship AI Holdings Inc Files For Mixed Shelf Of Up To $50M

Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) shares traded lower Monday as financial stocks declined amid concerns over <a href="https://www.benzinga.com/personal-finance/25/03/44227970/from-cars-to-avocados-whats-spared-in-trumps-tariff-pause">tariffs and trade policy. </a>
What To Know: The drop follows President Donald Trump's decision to delay tariffs on certain Mexican and Canadian goods under the USMCA agreement until April 2. The pause spares automobiles, beer, avocados and building materials from immediate price hikes but does not cover all imports. Canadian energy exports, including crude oil, remain subject to a 10% tariff, which could impact gas prices and add to inflationary pressures.
Markets remain volatile after Trump's initial tariff announcement triggered a 1.7% drop in the S&amp;P 500 earlier in the week. While the delay offers temporary relief, the White House confirmed tariffs could still take effect next month if further agreements are not reached.
Canadian Prime Minister Justin Trudeau stated Canada's retaliatory measures will remain in place and Ontario Premier Doug Ford has announced a 25% tariff on electricity exports to the U.S., affecting homes in Michigan, Minnesota, and New York.
HOOD Price Action: Robinhood shares closed down 19.79% at $35.63 at publication Monday, according to <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent072624&amp;t=be2bearmibe3na1">Benzinga Pro.</a>
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="518" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/10154940/Screenshot-2025-03-10-at-15.49.15-1024x518.png" alt="" class="wp-image-817408" style="width:515px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/10154940/Screenshot-2025-03-10-at-15.49.15-1024x518.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/10154940/Screenshot-2025-03-10-at-15.49.15-300x152.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/10154940/Screenshot-2025-03-10-at-15.49.15-768x389.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/10154940/Screenshot-2025-03-10-at-15.49.15-1536x778.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/10154940/Screenshot-2025-03-10-at-15.49.15.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/03/44227856/nasdaq-sp-500-hit-6-month-lows-as-recession-fears-grow-whats-driving-markets-monday">Nasdaq, S&amp;P 500 Hit 6-Month Lows As Recession Fears Grow: What&#8217;s Driving Markets Monday?</a></li>
</ul>
Photo: Shutterstock.

Movers

Personal Finance

HOOD

Robinhood Shares Are Down Today: What's Going On?

Barnes &amp; Noble Education (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BNED#NYSE">BNED</a>) reported quarterly sales of $466.30 million which missed the analyst consensus estimate of $467.97 million by 0.36 percent. This is a 2.11 percent increase over sales of $456.67 million the same period last year.

Earnings Misses

Barnes & Noble Education Q3 Sales $466.30M Miss $467.97M Estimate

NCSM

NCS Multistage Holdings CEO Says In 2025 In Canada, We Anticipate Activity Levels To Remain Stable Or Increase Marginally Compared To 2024, While The U.S. Market Is Expected To Experience A Modest Decline In Activity.

FBRT

Franklin BSP Realty Trust Enters Into A Definitive Agreement To Acquire Newpoint Holdings; Terms Not Disclosed

Canaan Secures Up to $200M in Series A-1 Preferred Shares Financing Through Agreement with Institutional Investor

NCS Multistage Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NCSM#NASDAQ">NCSM</a>) reported quarterly earnings of $2.27 per share which beat the analyst consensus estimate of $0.81 by 180.25 percent. This is a 730.56 percent increase over losses of $(0.36) per share from the same period last year. The company reported quarterly sales of $45.003 million which beat the analyst consensus estimate of $40.255 million by 11.79 percent. This is a 27.68 percent increase over sales of $35.247 million the same period last year.

Earnings Beats

NCS Multistage Holdings Q4 2024 Adj. EPS $2.27 Beats $0.81 Estimate, Sales $45.003M Beat $40.255M Estimate

Quanex Building Products Continues To Estimate It Will Generate 2025 Net Sales $1.84B-$1.86B

ASAN

Asana Says Dustin Moskovitz Will Continue Focusing On AI Strategy And Intends To Maintain His Significant Shareholdings In The Company

Quanex Building Prods Q1 2025 Adj. EPS $0.19 Beats $(0.01) Estimate, Sales $400.000M Beat $382.017M Estimate

Financial Guidance
&nbsp;
For the first quarter of 2025, the Company expects:
&nbsp;
<figure class="table"> 
<table>
<tbody>
<tr>
<td>&nbsp;</td>
<td>●</td>
<td>Total revenue in the range of $61 million to $63 million, with telehealth revenue in the range of $48 million to $49 million.</td>
</tr>
<tr>
<td>&nbsp;</td>
<td>●</td>
<td>Adjusted EBITDA in the range of $5 million to $7 million, with telehealth adjusted EBITDA in the range of $3 million to $4 million.</td>
</tr>
</tbody>
</table>
</figure>
&nbsp;
For the full year 2025, the Company expects:
&nbsp;
<figure class="table"> 
<table>
<tbody>
<tr>
<td>&nbsp;</td>
<td>●</td>
<td>Total revenue in the range of $265 million to $275 million, with telehealth revenue in the range of $205 million to $213 million.</td>
</tr>
<tr>
<td>&nbsp;</td>
<td>●</td>
<td>Adjusted EBITDA in the range of $30 million to $32 million, with telehealth adjusted EBITDA of approximately $20 million.</td>
</tr>
</tbody>
</table>
</figure>

LFMD

LifeMD Sees Q1 Revenue $61M-$63M Vs $59.447M Est.; FY25 Revenue $265M-$275M Vs $257.23M Est.

Dividends

GECC

Great Elm Capital Increases Quarterly Dividend From $0.35 To $0.37

Asana Expects FY26 Revenues Of $782M - $790M, Representing YoY Growth Of 8% To 9%; Adj EPS Of $0.19 - $0.20

LifeMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LFMD#NASDAQ">LFMD</a>) reported quarterly losses of $(0.02) per share which beat the analyst consensus estimate of $(0.05) by 60 percent. This is a 113.33 percent decrease over earnings of $0.15 per share from the same period last year. The company reported quarterly sales of $64.25 million which beat the analyst consensus estimate of $57.38 million by 11.97 percent. This is a 43.23 percent increase over sales of $44.86 million the same period last year.

LifeMD Q4 Adj $(0.02) Beats $(0.05) Estimate, Sales $64.25M Beat $57.38M Estimate

미국 달러의 추세는 강세를 보이고 있지만 Invesco DB US Dollar Index Bullish Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UUP#NYSE">UUP</a>)는 올해 들어 약 0.8% 하락했다.
여러 지표들이 달러가 단기적으로도 회복세를 유지할 수 있음을 시사하고 있으며, 이 추세로 혜택을 받을 수 있는 여러 <a href="https://www.benzinga.com/etfs">ETF</a>들이 있다:
<ul>
<li>WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USDU#NYSE">USDU</a>): 이 액티브 관리 ETF는 블룸버그 달러 총 수익 지수를 추적하며, 미국 달러에 직접적인 노출을 제공한다. 이 ETF는 국제 주식 및 채권과 강한 음의 상관관계를 가지므로, 글로벌 시장 불안정성에 대한 좋은 헤지 수단이 된다. 운용 수수료는 0.5%이다.</li>
</ul>
<ul>
<li>iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>): 강한 달러는 국내 중심의 소형주 기업들에게 유리하게 작용하는 경향이 있다. 이는 이들 기업들이 국제 무역으로 인한 환율 변동에 덜 영향을 받기 때문이다. 이 ETF는 러셀 2000 지수를 추적하고 운용 수수료는 0.19%이다.</li>
</ul>
<ul>
<li>iShares Currency Hedged MSCI EAFE ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/HEFA#BATS">HEFA</a>): 달러가 강세를 보일 때, 투자자들은 통화 헤지된 국제 펀드로 눈을 돌릴 수 있다. HEFA는 유럽, 아시아 태평양 및 동아시아의 선진 시장에 대한 노출을 제공하면서 환위험을 완화한다. 운용 수수료는 0.38%다.</li>
</ul>
<h3 class="wp-block-heading">달러에 영향을 미치는 시장 요인들</h3>
도널드 트럼프 대통령의 최신 관세 부과 조치는 글로벌 무역 긴장을 재점화시켜 일반적으로 달러에 긍정적인 영향을 미치는 시장 불확실성을 야기했다. 1월 30일, 트럼프는 멕시코와 캐나다에 25% 관세 부과(현재는 연기됨) 및 2월 4일 발효되는 모든 중국 수입품에 10% 관세 부과를 포함한 새로운 관세를 발표했다.
중국은 미국 상품에 대한 목표 관세를 부과하고 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)과 같은 기업들에게 잠재적 제재에 대한 경고를 발했다. 캐나다도 미국에 대한 <a href="https://www.benzinga.com/markets/25/02/43423087/canada-retaliates-against-trumps-tariffs-with-countermeasures-25-tariffs-on-107-billion-of-us-made-goods">보복 관세를 부과</a>했다. 이러한 무역 정책에서 발생하는 불확실성은 투자자들이 안전 자산을 찾게 하여 달러에 대한 수요를 증가시키고 있다.
또한 읽기: <a href="https://kr.benzinga.com/news/usa/economy/%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%9D%B4%EB%9E%80%EC%97%90-%EC%B5%9C%EB%8C%80-%EA%B2%BD%EC%A0%9C%EC%A0%81-%EC%95%95%EB%B0%95-%EC%A4%91%EA%B5%AD-%EA%B4%80%EC%84%B8-%EB%B3%B4%EB%B3%B5-%EA%B4%9C/" target="_blank" rel="noopener">트럼프, 이란에 대한 최대 경제적 압박 확인 및 중국의 관세 보복 &#8216;괜찮다&#8217; 발언</a>
연방준비제도는 1월 회의에서 금리를 4.25%–4.5%로 동결하며 인플레이션 우려가 남아 있는 상황에서 신중한 접근을 강조했다. 금리 인하에 대한 즉각적인 계획이 없고, 관세가 수입세로 작용하여 여전히 인플레이션 압력이 우려되는 가운데, 연준은 금리를 더 오랫동안 높게 유지할 수 있다. 덜 비둘기적인 연준은 일반적으로 달러에 긍정적이다. 높은 금리는 미국 자산을 외국 투자자들에게 더 매력적으로 만든다.
한편, 노동 시장 데이터는 경제가 안정적인 기반을 유지하고 있음을 시사한다. 1월의 <a href="https://www.benzinga.com/economics/macro-economic-events/25/02/43559446/us-economy-adds-fewer-than-expected-jobs-in-january-yet-unemployment-rate-slows-wage-growth-spikes">일자리 증가가 약간 둔화되었지만</a>, 4.0%의 실업률은 여전히 낮다.
임금 증가가 계속 강세를 보이면서 소비자 지출을 지원하고 연준이 2025년 6월 이전에 금리를 서둘러 인하하지 않을 것이라는 기대를 강화하고 있다.
제프리 로치(Jeffrey Roach), LPL 파이낸셜의 수석 이코노미스트가 비즈니스 스탠다드의 보도에서 언급했듯이, &#8220;<a href="https://www.benzinga.com/news/econ-s/25/02/43565669/january-jobs-report-not-too-hot-not-too-cold-leaves-interest-rate-cuts-unlikely-expert" target="_blank" rel="noopener" data-google-interstitial="false">4%의 실업률</a>은 매우 낮게 평가되며, 연준이 단기적으로 기준 금리를 변경하지 않을 이유를 제공한다.&#8221;
<h3 class="wp-block-heading">달러의 단기 전망</h3>
스테이트 스트리트 글로벌 어드바이저스(State Street Global Advisors)는 <a href="https://www.ssga.com/us/en/intermediary/insights/currency-commentary-january-2025">미국 달러가 2025년 1분기까지 강세를 유지할 것으로 예상</a>하며, 이는 강력한 성장, 상승하는 수익률 및 무역 긴장 속에서의 안전 자산으로서의 매력에 기인한다.
그러나 강력한 4분기 랠리 이후 롱 달러 포지션이 과열되면서, 차익 실현으로 인한 다음 1~2개월 동안의 약한 조정이 가능성 있다.
느린 입법 과정은 트럼프의 성장 긍정적인 정책에 대한 낙관론을 약화시킬 수 있지만, 중대한 경제 둔화가 발생하지 않는 한, 달러의 하락은 일시적이고 얕을 것으로 예상된다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/02/43560112/south-koreas-defense-sector-gets-a-us-gateway-with-kdef-etf">대한민국 방산 부문이 KDEF ETF를 통해 미국 시장에 진출</a></li>
</ul>
사진: Shutterstock
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