์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 6 . 2 4 ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
192 ์กฐํšŒ์ˆ˜
2021.06.24

๐Ÿฆ‰ 2 0 2 1 . 0 6 . 2 4

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๏ผป๋ชจ๋‹๋ธŒ๋ฆฌํ•‘๏ผฝ

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โ˜‘ #๋‹ค์šฐ์กด์Šค (-0.21%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+1.13%)

โ˜‘ #S&P500 (-0.11%)


๋‰ด์š•์ฆ์‹œ๋Š” ์ฃผ์š” ๊ฒฝ์ œ์ง€ํ‘œ๊ฐ€ ์–‘ํ˜ธํ•œ ๋ชจ์Šต์„ ๋ณด์ธ ๊ฐ€์šด๋ฐ ํ˜ผ์กฐ์„ธ๋กœ ์žฅ์„ ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค. ๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ 0.21%, 0.11% ํ•˜๋ฝํ•œ ๋ฐ˜๋ฉด, ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋Š” 0.13% ์ƒ์Šนํ•˜๋ฉฐ ์—ฐ์ผ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ฒฝ์‹ ํ•œ ํ๋ฆ„์ž…๋‹ˆ๋‹ค.ย 


์ œ๋กฌ ํŒŒ์›” ์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed) ์˜์žฅ์ด ์ „์ผ ์ธํ”Œ๋ ˆ์ด์…˜ ์ผ์‹œ์  ๋ฐœ์–ธ์„ ์ด์–ด๊ฐ€๋ฉด์„œ ์กฐ๊ธฐ ๊ธด์ถ• ์šฐ๋ ค๊ฐ€ ์™„ํ™”๋œ ์ ์ด ์—ฐ์ผ ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉํ–ˆ์Šต๋‹ˆ๋‹ค. ํŒŒ์›” ์˜์žฅ์€ ์ „์ผ ํ•˜์›์— ์ถœ์„ํ•ด โ€œ์ธํ”Œ๋ ˆ์ด์…˜์ด ์ตœ๊ทผ ๋ช‡ ๋‹ฌ๊ฐ„ ๋‘๋“œ๋Ÿฌ์ง€๊ฒŒ ์˜ฌ๋ž๋‹คโ€๋ฉด์„œ๋„ โ€œ๋Œ€๋ถ€๋ถ„์€ ์ผ์‹œ์ ์ธ ์˜ํ–ฅ์ด๊ณ  ์ธํ”Œ๋ ˆ์ด์…˜์€ ์žฅ๊ธฐ์ ์œผ๋กœ 2%์— ์ˆ˜๋ ดํ•  ๊ฒƒโ€์ด๋ผ๊ณ  ๋ฐํ˜”์œผ๋ฉฐ, ์šฉ์‹œ์žฅ์˜ ํšŒ๋ณต์ด ๊ฐ•ํ•ด์ ธ๋„ ๊ธˆ๋ฆฌ๋ฅผ ์„ ์ œ์ ์œผ๋กœ ์˜ฌ๋ฆฌ์ง€ ์•Š์„ ๊ฒƒ์ด๋ผ๋Š” ์ ์„ ๊ฑฐ๋“ญ ๊ฐ•์กฐํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


ํ•œํŽธ, ์ด๋‚  Fed ์ผ๋ถ€ ์œ„์›๋“ค์€ ๋‹ค์†Œ ๋งคํŒŒ์ (ํ†ตํ™” ๊ธด์ถ• ์„ ํ˜ธ) ๋ฐœ์–ธ์„ ๋‚ด๋†“์•˜์Šต๋‹ˆ๋‹ค. ์žฌ๋‹› ์˜๋Ÿฐ ์žฌ๋ฌด์žฅ๊ด€์€ ์ƒ์› ์ฒญ๋ฌธํšŒ์— ์ถœ์„ํ•ด ์˜ํšŒ์— ๋ถ€์ฑ„ํ•œ๋„๋ฅผ ์„œ๋‘˜๋Ÿฌ ์ƒํ–ฅํ•˜๊ฑฐ๋‚˜ ์œ ์˜ˆํ•ด ๋‹ฌ๋ผ๊ณ  ์š”์ฒญํ–ˆ์œผ๋ฉฐ, ์˜๋Ÿฐ ์žฅ๊ด€์€ ๋งŒ์•ฝ ์ด ๊ฐ™์€ ์กฐ์น˜๊ฐ€ ์—†์œผ๋ฉด ๋ฏธ๊ตญ ์ •๋ถ€๋Š” ๋””ํดํŠธ(์ฑ„๋ฌด ๋ถˆ์ดํ–‰)๋ฅผ ๋งž์„ ์ˆ˜ ์žˆ๊ณ  ์ด๋Š” ๋ฏธ๊ตญ ๊ฒฝ์ œ์— ์žฌ์•™์  ๊ฒฐ๊ณผ๋ฅผ ์ดˆ๋ž˜ํ•  ๊ฒƒ์ด๋ผ๊ณ  ๊ฒฝ๊ณ ํ–ˆ์Šต๋‹ˆ๋‹ค.


์ด๋‚  ๋ฐœํ‘œ๋œ ์ฃผ์š” ๊ฒฝ์ œ์ง€ํ‘œ๋Š” ๋Œ€์ฒด๋กœ ์–‘ํ˜ธํ•œ ๋ชจ์Šต์ž…๋‹ˆ๋‹ค. ์ •๋ณด์ œ๊ณต์—…์ฒด IHS ๋งˆํ‚ท์— ๋”ฐ๋ฅด๋ฉด, ็พŽ 6์›” ์ œ์กฐ์—… ๊ตฌ๋งค๊ด€๋ฆฌ์ž์ง€์ˆ˜(PMI) ์˜ˆ๋น„์น˜(๊ณ„์ ˆ ์กฐ์ •์น˜)๋Š” 62.6์œผ๋กœ, ์ „์›” ํ™•์ •์น˜ 62.1๋ณด๋‹ค ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์‹œ์žฅ ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒํ•˜๋Š” ์ˆ˜์น˜๋กœ, ์—ญ๋Œ€ ์ตœ๊ณ ์น˜์ž…๋‹ˆ๋‹ค.ย 


๊ตญ์ œ์œ ๊ฐ€๋Š” ็พŽ ์›์œ ์žฌ๊ณ  5์ฃผ ์—ฐ์† ๊ฐ์†Œ ๋“ฑ์— ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ็พŽ ๊ตญ์ฑ„๊ฐ€๊ฒฉ์€ ์ผ๋ถ€ Fed ์œ„์› ๋งคํŒŒ์  ๋ฐœ์–ธ ๋“ฑ์— ์•ฝ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ์Šต๋‹ˆ๋‹ค. ย ๋‹ฌ๋Ÿฌํ™”๋Š” ๊ฐ•์„ธ๋ฅผ ๊ธฐ๋ก, ๋Œ€ํ‘œ์ ์ธ ์•ˆ์ „์ž์‚ฐ์ธ ๊ธˆ ๊ฐ€๊ฒฉ์€ ํŒŒ์›” Fed ์˜์žฅ ์˜ํšŒ ์—ฐ์„ค ์†Œํ™” ์† ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


์‹œ์žฅ์˜ ๋ถˆ์•ˆ์š”์†Œ๋กœ ์ž‘์šฉํ•˜๋˜ Fed์˜ ์กฐ๊ธฐ ๊ธˆ๋ฆฌ์ธ์ƒ ๋ฆฌ์Šคํฌ๊ฐ€ ์ผ์ •๋ถ€๋ถ„ ํ•ด์†Œ๋œ ๊ฒƒ์œผ๋กœ ๋ณด์ด์ž ๋‚˜์Šค๋‹ฅ์€ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ์ด์–ด๊ฐ”์œผ๋ฉฐ ๊ตญ๋‚ด ์‹œ์žฅ ๋˜ํ•œ ์นด์นด์˜ค, NAVER์™€ ๊ฐ™์€ ์„ฑ์žฅ์ฃผ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ์ง€์ˆ˜ ๊ฐ•์„ธ๋ฅผ ์ด์–ด๊ฐ€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 6์›” ์„ ๋ฌผ์˜ต์…˜ ๋งŒ๊ธฐ์ผ ์ดํ›„๋กœ ์ฆ์‹œ์˜ ๋ฐฉํ–ฅ์„ฑ์ด ์šฐ์ƒํ–ฅ์œผ๋กœ ํ˜•์„ฑ๋œ ์ถ”์„ธ์ด๋ฉฐ ์˜ฌํ•ด ์—ฐ๋ง๊นŒ์ง€ Fed ์˜์›๋“ค์˜ ๋งคํŒŒ์ ์ธ ๋ฐœ์–ธ์ด ๊ฐ•ํ•˜๊ฒŒ ๋‚˜์˜ค์ง€ ์•Š๋Š” ์ด์ƒ ์‹ค์ ์žฅ์„ธ๊ฐ€ ์ด์–ด์ง€๋ฉฐ ์ง€์ˆ˜๊ฐ•์„ธ๋ฅผ ์˜ˆ์ƒํ•ฉ๋‹ˆ๋‹ค.ย 


์ „์ผ ๋‰ด์š•์ฆ์‹œ ์ฃผ๋ชฉํ•ด๋ณผ๋งŒํ•œ ์ด์Šˆ๋กœ๋Š” ํ‹ฐ๋ฒณ์— ํƒœ์–‘๊ด‘ ๋ฐœ์ „๊ณผ ์ „๋ ฅ ์ €์žฅ์žฅ์น˜๋ฅผ ๊ฐ–์ถ˜ ์ถฉ์ „์†Œ๋ฅผ ๊ฐœ์žฅํ–ˆ๋‹ค๋Š” ์†Œ์‹์— ํ…Œ์Šฌ๋ผ๊ฐ€ +5.27% ๊ธ‰๋“ฑํ•œ ์ ์ž…๋‹ˆ๋‹ค. ๊ตญ๋‚ด์ฆ์‹œ ์ˆ˜์†Œ์ฐจ, ์ „๊ธฐ์ฐจ, ์นœํ™˜๊ฒฝ ๊ด€๋ จ์ฃผ๋“ค์ด ์›€์ง์ผ ์ˆ˜ ์žˆ๊ฒ ์œผ๋ฉฐ, ์™ธ๊ตญ์ธ๊ณผ ๊ธฐ๊ด€์ด ์ฆ์‹œ์— ๊ท€ํ™˜ํ•˜์—ฌ ํƒ„๋ ฅ์ ์ธ ์‹œ์„ธํ๋ฆ„ ๋งŒ๋“ค์–ด์ฃผ๋Š”์ง€ ์ฃผ๋ชฉํ•ด๋ณด๊ฒ ์Šต๋‹ˆ๋‹ค.ย 





๐Ÿฆ‰ 2 0 2 1 . 0 6 . 2 4

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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๋‚˜์Šค๋‹ฅ ๋˜ ์‚ฌ์ƒ์ตœ๊ณ โ€ฅ์‹ฌ์žฅ๋ณ‘ ๋ฐœ๋ณ‘ ๊ฒฝ๊ณ ์— ๋ชจ๋”๋‚˜ ๊ธ‰๋ฝ(์ข…ํ•ฉ)

https://n.news.naver.com/mnews/article/277/0004925521?sid=101


์ „๊ธฐ์ฐจ์šฉ ์œคํ™œ์œ , ์ •์œ ์‚ฌ ํšจ์ž ๋˜๋‚˜โ€ฆ์นœํ™˜๊ฒฝ ๋ฐ”๋žŒ ํƒ€๊ณ  ๋œฌ๋‹ค

https://n.news.naver.com/mnews/article/421/0005433714?sid=101


็พŽ ํ™˜๊ฒฝ์˜์›… ์…ธ๋Ÿฐ๋ฒ„๊ฑฐ โ€œํƒœ์–‘๊ด‘ ์œ ํ•ด ํ๊ธฐ๋ฌผ, ์›์ „์˜ 300๋ฐฐโ€ฆ ้Ÿ“, ์›์ „์œผ๋กœ ๋Œ์•„๊ฐ€์•ผโ€

https://n.news.naver.com/mnews/article/366/0000737552?sid=101


๋Œ€์šฐ๊ฑด์„ค ๋งค๊ฐ ๋ณธ์ž…์ฐฐ D-1โ€ฆ'์ตœ์†Œ 2์กฐ' ๋ชธ๊ฐ’์— '์žฌ์ˆ˜ ํ›„๋ณด' ๊นŒ์ง€ '์†”์†”'

https://n.news.naver.com/mnews/article/421/0005433772?sid=101


๋ณด๋ณต์†Œ๋น„ ํญ๋ฐœ?ยทยทยท์•„๋งˆ์กด ํ• ์ธํ–‰์‚ฌ, ๋งค์ถœ ์‹ ๊ธฐ๋ก

ย https://www.sedaily.com/NewsView/22NRDQ664B


็พŽ ์›์œ  ์žฌ๊ณ  5์ฃผ ์—ฐ์† ๊ฐ์†Œยทยทยท๊ตญ์ œ์œ ๊ฐ€ ๋ฐ˜๋“ฑ

์ž…๋ ฅ: 2021.06.24 08:02ย 

http://news.tf.co.kr/read/economy/1870290.htm



๐Ÿฆ‰ 2 0 2 1 . 0 6 . 2 4

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— ์• ํ‹€๋žœํƒ€ ์—ฐ์€ ์ด์žฌ "2022๋…„ ๋ง ์ฒซ ๊ธˆ๋ฆฌ ์ธ์ƒ ์ง€์ง€"


https://news.einfomax.co.kr/news/articleView.html?idxno=4153977


โ— '์นด์นด์˜ค+๋„ค์ด๋ฒ„' ์‹œ๊ฐ€์ด์•ก, ํ˜„๋Œ€์ฐจ๊ทธ๋ฃน๋„ ๋„˜๋ณธ๋‹ค


https://www.yna.co.kr/view/AKR20210623157000002?input=1195m


โ— ๊ตฌ๊ธ€, ์›นํˆฐ ์ˆ˜์ˆ˜๋ฃŒ ๊ฒฐ๊ตญ 15% ๊ฑท๋Š”๋‹ค


https://www.mk.co.kr/news/it/view/2021/06/608227/


โ— ์ž˜ ๋งŒ๋“  ๊ฒŒ์ž„ ํ•˜๋‚˜, BTS๋„ ์•ˆ ๋ถ€๋Ÿฝ๋‹คโ€ฆํ•œํ•ด 8์กฐ์› ์ˆ˜์ถœ '์ฝ˜ํ…์ธ  ๋ํŒ์™•'


https://www.mk.co.kr/news/culture/view/2021/06/608062/


โ— ๋ชจ๋‹ˆํ„ฐ ์•ž์—์„œ ์ฆ๊ธฐ๋˜ ๊ฒŒ์ž„, ๋ชจ๋‹ˆํ„ฐ ์† ๋ฉ”ํƒ€๋ฒ„์Šค๋กœ ์ž…์„ฑ


https://www.mk.co.kr/news/culture/view/2021/06/608059/


โ— ๋ณ€์ด ํ™•์‚ฐ์—โ€ฆ์ง„๋‹จํ‚คํŠธยท๋ฐฑ์‹ ๆ ช ๊ธ‰๋“ฑ


https://www.hankyung.com/finance/article/2021062395101


โ— ๋‹ค๊ฐ€์˜ค๋Š” ๋Œ€์„ ๊ณผ ๋ถ€๋™์‚ฐ ์ •์ฑ…โ€ฆ๊ฑด์„คๆ ช, ๋ชจ๋ฉ˜ํ…€ ๋”ํ•ด์ง€๋‚˜


https://www.edaily.co.kr/news/read?newsId=01105366629085000&mediaCodeNo=257


โ— 1์œ„ ์œค์„์—ด, 2์ฃผ๋งŒ์— 2.8%p ํ•˜๋ฝ... ์ตœ์žฌํ˜•, ์•ผ๊ถŒ 3์œ„


http://www.ohmynews.com/NWS_Web/Event/Special/opinion_poll_2019/at_pg.aspx?CNTN_CD=A0002753984&SRS_CD=0000012014


โ— "ไธญ, 2025๋…„๊นŒ์ง€ ็พŽ๋ณด๋‹ค ๋ฐฑ๋งŒ์žฅ์ž ๋ฐฐ์ถœ ์†๋„ 3๋ฐฐ ๋น ๋ฅผ ๋“ฏ"


https://news.einfomax.co.kr/news/articleView.html?idxno=4153905


โ— ์„ธ๊ณ„ ๋ฐฑ๋งŒ์žฅ์ž 1๋…„์ƒˆ 520๋งŒ๋ช… ๋Š˜์–ดโ€ฆ"์ฝ”๋กœ๋‚˜๋กœ ์ž์‚ฐ๊ฐ€์น˜ ๊ธ‰๋“ฑ"


https://www.hankyung.com/international/article/2021062395031


โ— ๋ฆฌ์„ ๊ถŒ, ๋ฏธ๋ถ ๋Œ€ํ™” ๊ฐ€๋Šฅ์„ฑ ์ผ์ถ• "๋ฌด์˜๋ฏธํ•œ ๋ฏธ๊ตญ๊ณผ์˜ ์–ด๋–ค ์ ‘์ด‰ ์ƒ๊ฐ ์•ˆ ํ•ด"


https://biz.chosun.com/policy/politics/2021/06/23/EBO5X3PGZVAVBB2343LWLWWTUI/?utm_source=naver&utm_medium=original&utm_campaign=biz


โ— ์ •๋ถ€, 6G ์žฐ๊ฑธ์Œโ€ฆ2200์–ต ํˆฌ์žยท๊ตญ์ œ ๊ณต๋™์—ฐ๊ตฌ


https://www.hankyung.com/it/article/2021062395681

์ข‹์•„์š” 3
๋Œ“๊ธ€ 6
์ž‘์„ฑ