์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 0 ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
204 ์กฐํšŒ์ˆ˜
2021.06.10

๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 0

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๏ผป๋ชจ๋‹๋ธŒ๋ฆฌํ•‘๏ผฝ

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โ˜‘ #๋‹ค์šฐ์กด์Šค (-0.44%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (-0.09%)

โ˜‘ #S&P500 (-0.18%)


๋‰ด์š•์ฆ์‹œ๋Š” ์˜ค๋Š” 10์ผ ๋ฐœํ‘œ๋˜๋Š” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI) ๋ฐœํ‘œ๋ฅผ ์•ž๋‘๊ณ  ๊ฒฝ๊ณ„๊ฐ์ด ์ง€์†๋˜๋ฉฐ 3๋Œ€ ์ง€์ˆ˜ ๋ชจ๋‘ ํ•˜๋ฝ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค ๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ 0.44%, 0.18% , ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋„ 0.09% ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


์˜ค๋Š” 10์ผ 5์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI) ๋ฐœํ‘œ๋ฅผ ์•ž๋‘๊ณ  ๊ฒฝ๊ณ„ ์‹ฌ๋ฆฌ๊ฐ€ ์ง€์†๋˜๋ฉด์„œ ์ฆ์‹œ์— ๋ถ€๋‹ด์œผ๋กœ ์ž‘์šฉํ–ˆ์Šต๋‹ˆ๋‹ค. ๋ฌผ๊ฐ€ ์ƒ์Šน ์••๋ ฅ์ด ๋˜๋‹ค์‹œ ๋†’์•„์งˆ ๊ฒฝ์šฐ ์ธํ”Œ๋ ˆ์ด์…˜ ์šฐ๋ ค๊ฐ€ ์ปค์ง€๋ฉด์„œ ์œ„ํ—˜์ž์‚ฐ์ด ํƒ€๊ฒฉ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค๋Š” ๊ฒฝ๊ณ„๊ฐ์ด ์ง€์†๋˜๊ณ  ์žˆ์œผ๋ฉฐ 5์›” CPI์ง€์ˆ˜๋Š” 2008๋…„์ดํ›„ ์ตœ๊ณ ์น˜๋ฅผ ๊ฒฝ์‹ ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ธก๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹คย 


์ตœ๊ทผ ๋ฌผ๊ฐ€ ์šฐ๋ ค์—๋„ ์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed) ์กฐ๊ธฐ ๊ธด์ถ• ์šฐ๋ ค ์™„ํ™”๋จ๊ณผ ๋”๋ถˆ์–ด ์ž…์ฐฐ ์ˆ˜์š” ํ˜ธ์กฐ ๋“ฑ์— ็พŽ ๊ตญ์ฑ„ ๊ธˆ๋ฆฌ๋Š” ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์ง€๋งŒ์ค‘๊ตญ์˜ ์ƒ์‚ฐ์ž๋ฌผ๊ฐ€๊ฐ€ ์›์ž์žฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ์˜ˆ์ƒ๋ณด๋‹ค ํฌ๊ฒŒ ์˜ฌ๋ผ ์•„์ง ์‹œ์žฅ์˜ ๊ธˆ๋ฆฌ์ธ์ƒ ๋ฆฌ์Šคํฌ๋Š” ์ƒ์žฌํ•˜๊ณ  ์žˆ๋Š” ์ถ”์ด์ž…๋‹ˆ๋‹คย 


็พŽ ์ƒ๋ฌด๋ถ€๊ฐ€ ๋ฐœํ‘œํ•œ 4์›” ๋„๋งค์žฌ๊ณ ๋Š” ์ „์›”๋Œ€๋น„ 0.8% ์ฆ๊ฐ€ํ•ด ์‹œ์žฅ ์˜ˆ์ƒ์น˜์— ๋ถ€ํ•ฉํ–ˆ์œผ๋ฉฐ, ์ „๋…„๋™์›”๋Œ€๋น„๋กœ๋Š” 5.2% ์ฆ๊ฐ€ํ•ด ์ ์ฐจ์ ์œผ๋กœ ์‹ค๋ฌผ๊ฒฝ๊ธฐ ํ™œ์„ฑํ™”๊ฐ€ ์ง„ํ–‰๋˜๊ณ  ์žˆ์œผ๋‹ˆ, ์‹œ์žฅ์˜ ๋ฐ˜์‘์„ ์ง€์ผœ๋ด์•ผ ๊ฒ ์Šต๋‹ˆ๋‹คย 


์ตœ๊ทผ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์ด๋˜ ๋น„ํŠธ์ฝ”์ธ ๋“ฑ ๊ฐ€์ƒํ™”ํ ๊ฐ€๊ฒฉ์€ ๋ฐ˜๋“ฑํ•˜๋Š” ๋ชจ์Šต. ํŠนํžˆ, ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์€ 3๋งŒ6,000๋‹ฌ๋Ÿฌ ์„ ์„ ํšŒ๋ณตํ–ˆ์Šต๋‹ˆ๋‹ค. ย ์—˜์‚ด๋ฐ”๋„๋ฅด๊ฐ€ ์ „ ์„ธ๊ณ„ ๊ตญ๊ฐ€ ์ค‘ ์ฒ˜์Œ์œผ๋กœ ๋น„ํŠธ์ฝ”์ธ์„ ์ผ์ƒ์ƒํ™œ์—์„œ ๋ฒ•์ •ํ†ตํ™”๋กœ ์‚ฌ์šฉํ•˜๊ธฐ๋กœ ํ•˜๋Š” ๋ฒ•์•ˆ์„ ์Šน์ธํ–ˆ๋‹ค๋Š” ์†Œ์‹ ๋“ฑ์ด ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉํ•œ ๋ชจ์Šต์ž…๋‹ˆ๋‹คย 


๊ตญ์ œ์œ ๊ฐ€๋Š” ์›์œ ์žฌ๊ณ  ๊ฐ์†Œ์—๋„ ์ฐจ์ต์‹คํ˜„ ๋งค๋ฌผ ๋“ฑ์— ์•ฝ๋ณดํ•ฉ์„ ๋ณด์˜€์œผ๋ฉฐ ็พŽ ๊ตญ์ฑ„๊ฐ€๊ฒฉ์€ ์ตœ๊ทผ ๋ฌผ๊ฐ€ ์šฐ๋ ค์—๋„ ์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed) ์กฐ๊ธฐ ๊ธด์ถ• ์šฐ๋ ค ์™„ํ™” ๋“ฑ์— ์ƒ์Šน์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ์Šต๋‹ˆ๋‹คย 


์ฝ”์Šคํ”ผ๋Š” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ๋ŒํŒŒํ•œ๋’ค ์กฐ์ •์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์œผ๋ฉฐ, ๊ธˆ์ผ ์„ ๋ฌผ,์˜ต์…˜ ๋™์‹œ๋งŒ๊ธฐ์ผ(6์›” ๋‘˜์งธ์ฃผ ๋ชฉ์š”์ผ)์„ ๋งž์•„ ์ „์ผ๊นŒ์ง€ ์ฆ์‹œ ๋ฐฉํ–ฅ์„ฑ์„ ํ™•์ธํ•˜๊ธฐ ์œ„ํ•œ ๋งค์ˆ˜์ฃผ์ฒด๋“ค์˜ ๋ˆˆ์น˜๋ณด๊ธฐ ์žฅ์„ธ๊ฐ€์ด์–ด์กŒ์Šต๋‹ˆ๋‹ค. ์ „์ผ ๋ฏธ์ฆ์‹œ ํ•˜๋ฝ์œผ๋กœ ์‹œ๊ฐ€ ๊ฐญํ•˜๋ฝ ์ถœ๋ฐœํ•  ์ˆ˜ ์žˆ์œผ๋‚˜, ๋ชจ๋ฉ˜ํ…€์ด ๋’ค์„ž์ธ ๊ตฌ๊ฐ„์—์„œ ์™ธ๊ตญ์ธ์ด ์„ ๋ฌผ๊ณผ ์ง€์ˆ˜๋ฅผ ๋ฐ›์•„์ค€๋‹ค๋ฉด, ์ „์•ฝํ›„๊ฐ• ์›์›จ์ด(one-way)์ƒ์Šน์žฅ์ด ๋‚˜์˜ฌ ์ˆ˜ ์žˆ์œผ๋ฏ€๋กœ, ์ˆ˜๊ธ‰ ๋™ํ–ฅ์ฒดํฌํ•˜๋ฉด์„œ ๊ธˆ์ผ ์‹œ์žฅ ๋งž์ดํ•˜๋„๋ก ํ•˜๊ฒ ์Šต๋‹ˆ๋‹คย 


๐Ÿฆ‰ 2 0 2 1 . 0 6 . 10

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— ็พŽ๋ฒ ํ…Œ๋ž‘ ์ „๋žต๊ฐ€ "์ธํ”Œ๋ ˆ์ด์…˜ ํ—ค์ง€์— ์ข‹์€ ์กฐํ•ฉ์€ ๋น„ํŠธ์ฝ”์ธ+๊ธˆ"


https://news.einfomax.co.kr/news/articleView.html?idxno=4151656


โ— ์›ฐ์ŠคํŒŒ๊ณ  "็พŽ ๊ฒฝ์ œํšŒ๋ณต์— GDPยท์ธํ”Œ๋ ˆ์ด์…˜ ์ „๋ง์น˜ ์ƒํ–ฅ์กฐ์ •"


https://news.einfomax.co.kr/news/articleView.html?idxno=4151630


โ— ๋นŒ ๊ฒŒ์ด์ธ ๊ฐ€ ๊ฝ‚ํžŒ ์ฐจ์„ธ๋Œ€ ์›์ž๋กœโ€ฆ์›์ž๋ ฅ็กยท์‚ผ์„ฑ้‡ ๊ฐœ๋ฐœ ๋‚˜์„œ


https://www.hankyung.com/it/article/2021060921521


โ— ์‚ผ์„ฑSDI๋„ ็พŽ ๋ฐฐํ„ฐ๋ฆฌ์‹œ์žฅ ์ง„์ถœโ€ฆ์ง„๊ฒฉ์˜ '์•„๋ฉ”๋ฆฌ์นธ ๋“œ๋ฆผ


https://www.hankyung.com/economy/article/2021060922501


โ— ํ•œ๊ตญ์˜ ์ŠคํŽ˜์ด์ŠคX ๊ฟˆ๊พธ๋Š” KAI "๋ฏผ๊ฐ„ ์šฐ์ฃผ๊ฐœ๋ฐœ ์ฐฉ์ˆ˜"


http://news.bizwatch.co.kr/article/industry/2021/06/09/0038


โ— ์œ ๋ฐ”์ด์˜ค๋กœ์ง์Šค, '์ฝ”๋กœ๋‚˜ ๋ฐฑ์‹ ' ์ž„์ƒ 2์ƒ ๋Œ์ž…


https://www.hankyung.com/it/article/2021060922641


โ— ๊ธˆ๊ฐ’ ์•ˆ ์˜ค๋ฅด๋Š”๋ฐโ€ฆ์˜ฌํ•ด๋งŒ 15% ์˜ค๋ฅธ '์ด ๊ธˆ์†', ๋” ์˜ค๋ฅธ๋‹ค


https://news.mt.co.kr/mtview.php?no=2021060918095453373


โ— ์œค์„์—ด 35.1% ์ตœ๊ณ ์น˜ ๊ฒฝ์‹ ... ์ด์žฌ๋ช… 23.1%


http://www.ohmynews.com/NWS_Web/Event/Special/opinion_poll_2019/at_pg.aspx?CNTN_CD=A0002750261&SRS_CD=0000012014


โ— ์ด์Šคํƒ€ํ•ญ๊ณต 14์ผ ๋ณธ์ž…์ฐฐโ€ฆ์ƒˆ์ฃผ์ธ 21์ผ ์œค๊ณฝ๋‚˜์˜ฌ๋“ฏ


https://www.mk.co.kr/news/business/view/2021/06/558460/


โ— ์‚ผ์„ฑ, 5G์žฅ๋น„๋กœ ็พŽ 'ํ™ฉ๊ธˆ์ฃผํŒŒ์ˆ˜' ์‹œ์žฅ ๊ณต๋žต


https://www.hankyung.com/it/article/2021060922081


โ— "๋ถ€๋™์‚ฐยท๊ณจํ”„ ํ”Œ๋žซํผ ๊ธฐ์—…๋„ ๋ฉ”ํƒ€๋ฒ„์Šค์„œ ๊ธˆ๋งฅ ์บ”๋‹ค"


https://www.hankyung.com/finance/article/2021060922961





๐Ÿฆ‰ 2 0 2 1 . 0 6 . 1 0

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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์œ„์ƒ ์ทจ์•ฝ ํ•ซ์Šคํฟ ํ•ด์™ธ์—ฌํ–‰โ€ฆํ•ญ์ƒ์ œ ๋‚ด์„ฑ ์œ ์ „์ž ์˜ฎ๊ธด๋‹ค

https://n.news.naver.com/mnews/article/081/0003192951?sid=105


๋‹จ๋…]์นด์นด์˜ค๋ชจ๋นŒ๋ฆฌํ‹ฐ 'ํ…Œ์Šฌ๋ผ ๋ชจ๋ธX' ํƒ์‹œ ์„ ๋ณด์ธ๋‹ค

https://n.news.naver.com/mnews/article/277/0004917607?sid=105


ํ€ต๊ธฐ์‚ฌ ๋ชจ์œผ๋Š” ์นด์นด์˜ค, ์Œ์‹๋ฐฐ๋‹ฌ๋„ ๋„˜๋ณด๋‚˜

https://n.news.naver.com/mnews/article/008/0004599689?sid=105


โ€˜์„ธ๊ณ„์˜ ๊ณต์žฅโ€™ ์ค‘๊ตญ ๋ฌผ๊ฐ€ 9% ๊ธ‰๋“ฑโ€ฆ๊ธ€๋กœ๋ฒŒ ์ธํ”Œ๋ ˆ ์ถฉ๊ฒฉ

https://n.news.naver.com/mnews/article/025/0003108600?sid=101


์น˜ํด๋ ˆ ๊ฐ€๊ฒฉ 4% ์ธ์ƒยทยทยท5์›” CPI 5%๊นŒ์ง€ ์˜ค๋ฅผ ์ˆ˜๋„ [๊น€์˜ํ•„์˜ 3๋ถ„ ์›”์ŠคํŠธ๋ฆฌํŠธ]

https://n.news.naver.com/mnews/article/011/0003921402?sid=101


"๋ƒ‰๋ฉดยท์šฐ๋™ ๊ฐ„ํŽธ์‹ ์˜ฌ๋ž๋„ค"โ€ฆ ๋ผ๋ฉด๋„ ์ธ์ƒ๋ ๊นŒ?

https://n.news.naver.com/mnews/article/417/0000702684?sid=101


[๋‹จ๋…]้Ÿ“ๆ—ฅ '์˜ฌ๋ ˆ๋“œ' ํŠนํ—ˆ๋ถ„์Ÿ ์ข…๊ฒฐโ€ฆ์‚ผ์„ฑยทJOLED 'ํ•ฉ์˜'

https://n.news.naver.com/mnews/article/421/0005405298?sid=101


๋ชจ๋”๋‚˜ ์ฐฝ๋ฆฝ์ž "๋…๊ฐ๋ฐฑ์‹  50%, mRNA๋ฐฑ์‹  90%โ€ฆ ์˜ˆ๋ฐฉํšจ๊ณผ ์ฐจ์ด ์ด์œ ๋Š”"

https://n.news.naver.com/mnews/article/417/0000702692?sid=101


๊ธˆ๊ฐ’ ์•ˆ ์˜ค๋ฅด๋Š”๋ฐโ€ฆ์˜ฌํ•ด๋งŒ 15% ์˜ค๋ฅธ '์ด ๊ธˆ์†', ๋” ์˜ค๋ฅธ๋‹ค

https://n.news.naver.com/mnews/article/008/0004599670?sid=101


์ค‘๊ตญ์˜ โ€˜ํฌํ† ๋ฅ˜ ๋ฌด๊ธฐํ™”โ€™ ์ฐจ๋‹จ ๋‚˜์„  ๋ฏธ๊ตญโ€ฆโ€œ์ž๊ตญ ์ƒ์‚ฐ, ๋ฌด์—ญ ์žฅ๋ฒฝ ๊ฒ€ํ† โ€

https://n.news.naver.com/mnews/article/469/0000609949?sid=101


NFT๊ฐ€ ์˜จ๋‹คโ‘ฃ]"๊ฒฝ๋งค ์ค‘๋‹จ"โ€ฆ์ €์ž‘๊ถŒยท์œ„์ž‘ ๋…ผ๋ž€๋„

https://n.news.naver.com/mnews/article/003/0010543706?sid=101

์ข‹์•„์š” 1
๋Œ“๊ธ€ 9
์ž‘์„ฑ