์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 6 . 3 0 ๋ชจ๋‹๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
278 ์กฐํšŒ์ˆ˜
2021.06.30

๐Ÿฆ‰ 2 0 2 1 . 0 6 . 3 0

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๏ผป๋ชจ๋‹๋ธŒ๋ฆฌํ•‘๏ผฝ

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โ˜‘ #๋‹ค์šฐ์กด์Šค (+0.031%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+0.19%)

โ˜‘ #S&P500 (+0.03%)



๋‰ด์š•์ฆ์‹œ๋Š” ์ฐจ์ต์‹คํ˜„ ์••๋ฐ•์—๋„ ์ฃผ์š” ๊ฒฝ์ œ์ง€ํ‘œ๊ฐ€ ํ˜ธ์กฐ๋ฅผ ๋ณด์ธ ๊ฐ€์šด๋ฐ 3๋Œ€ ์ง€์ˆ˜ ๋ชจ๋‘ ์†Œํญ ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ ๊ฐ๊ฐ 0.03% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋„ 0.19% ์ƒ์Šน. ํŠนํžˆ, S&P500์ง€์ˆ˜์™€ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋Š” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ์žฌ์ฐจ ๊ฒฝ์‹ ํ•œ ๋ชจ์Šต์ž…๋‹ˆ๋‹ค.ย 


์ด๋‚  ๋ฐœํ‘œ๋œ ์ฃผ์š” ๊ฒฝ์ œ์ง€ํ‘œ๊ฐ€ ํ˜ธ์กฐ๋ฅผ ๋ณด์ด๋ฉด์„œ ์ฆ์‹œ์— ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉํ–ˆ์Šต๋‹ˆ๋‹ค. ์ฝ˜ํผ๋Ÿฐ์Šค๋ณด๋“œ๋Š” 6์›” ์†Œ๋น„์ž์‹ ๋ขฐ์ง€์ˆ˜๊ฐ€ 127.3์œผ๋กœ ์ง‘๊ณ„๋๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ ์ด๋Š” ์‹œ์žฅ ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒํ•˜๋Š” ์ˆ˜์น˜๋กœ, 2020๋…„ 3์›” ์ดํ›„ ์ตœ๊ณ ์น˜๋ฅผ ๊ธฐ๋กํ•œ ๋ชจ์Šต์ž…๋‹ˆ๋‹ค.ย 


๋‹ค๋งŒ, ์ฃผํƒ ๊ฐ€๊ฒฉ์ด ํฌ๊ฒŒ ์ƒ์Šนํ•˜๋ฉด์„œ ์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed)์˜ ์ฃผํƒ์ €๋‹น์ฆ๊ถŒ(MBS) ๋งค์ž… ์ถ•์†Œ์— ๋Œ€ํ•œ ์šฐ๋ ค๋Š” ๋‹ค์†Œ ์ปค์กŒ์Šต๋‹ˆ๋‹ค. ์ „์ผ ์›”์ŠคํŠธ๋ฆฌํŠธ์ €๋„์€ Fed ๋‹น๊ตญ์ž๋“ค ์‚ฌ์ด์—์„œ ์ฃผํƒ์‹œ์žฅ ๊ณผ์—ด์„ ์šฐ๋ คํ•ด MBS๋ฅผ ๋จผ์ €, ๋” ๋นจ๋ฆฌ ์ค„์ด์ž๋Š” '2๋‹จ๊ณ„ ํ…Œ์ดํผ๋ง(์ž์‚ฐ๋งค์ž… ์ถ•์†Œ)' ๋…ผ์˜๊ฐ€ ๋‚˜์˜ค๊ณ  ์žˆ๋‹ค๊ณ  ๋ณด๋„ํ•œ ๋ฐ” ์žˆ์Šต๋‹ˆ๋‹ค.ย 


์—ฌ์ „ํžˆ ์ฝ”๋กœ๋‚˜19 ๋ธํƒ€ ๋ณ€์ด ๋ฐ”์ด๋Ÿฌ์Šค ํ™•์‚ฐ ์šฐ๋ ค๋Š” ์ง€์†๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๋ธํƒ€ ๋ณ€์ด๋กœ ํ˜ธ์ฃผ์—์„œ ์ธ๊ตฌ๊ฐ€ ๊ฐ€์žฅ ๋งŽ์€ ์‹œ๋“œ๋‹ˆ๊ฐ€ ๋ด‰์‡„์กฐ์น˜๋ฅผ ๋‹จํ–‰ํ–ˆ์œผ๋ฉฐ, ์œ ๋กœ์กด์—์„œ ์ตœ๋Œ€์˜ ๊ฒฝ์ œ ๊ทœ๋ชจ๋ฅผ ๊ฐ€์ง„ ๋…์ผ์—์„œ๋„ ์ฝ”๋กœ๋‚˜19 ์‹ ๊ทœ ํ™•์ง„์ž ๊ฐ€์šด๋ฐ ๋ธํƒ€ ๋ณ€์ด ๊ฐ์—ผ์ž๊ฐ€ ์ฐจ์ง€ํ•˜๋Š” ๋น„์œจ์ด ์ผ์ฃผ์ผ ์‚ฌ์ด ๋‘ ๋ฐฐ ๋„˜๊ฒŒ ์ฆ๊ฐ€ํ•œ ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ์Šต๋‹ˆ๋‹ค.ย 


๊ตญ์ œ์œ ๊ฐ€๋Š” OPEC+ ํšŒ์˜๋ฅผ ์•ž๋‘๊ณ  ๊ด€๋ง์„ธ๊ฐ€ ์ง™์–ด์ง„ ๊ฐ€์šด๋ฐ ๊ฐ•๋ณดํ•ฉ ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค. ็พŽ ๊ตญ์ฑ„๊ฐ€๊ฒฉ์€ ๊ฒฝ์ œ ์ง€ํ‘œ ํ˜ธ์กฐ ๋“ฑ์— ์•ฝ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ๊ณ  ๋Œ€ํ‘œ์ ์ธ ์•ˆ์ „์ž์‚ฐ์ธ ๊ธˆ ๊ฐ€๊ฒฉ์€ ์•ˆ์ „์ž์‚ฐ ์„ ํ˜ธ ์‹ฌ๋ฆฌ์—๋„ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


S&P500๊ณผ ๋‚˜์Šค๋‹ฅ ์ง€์ˆ˜๊ฐ€ ๋˜ ์‚ฌ์ƒ ์ตœ๊ณ ๊ฐ€๋ฅผ ๊ธฐ๋กํ•œ ๊ฐ€์šด๋ฐ ๊ตญ๋‚ด์ฆ์‹œ๋Š” ์‹ ๊ณ ๊ฐ€ ๋ถ€๊ทผ ์ฐจ์ต์‹คํ˜„ ์š•๊ตฌ๋กœ ์ธํ•ด 2๋ถ„๊ธฐ ์‹ค์ ์‹œ์ฆŒ์„ ์•ž๋‘๊ณ  ๊ด€๋ง์‹ฌ๋ฆฌ๊ฐ€ ๊ฐ•ํ•ด์ง€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ „์„ธ๊ณ„์ ์œผ๋กœ ๋ธํƒ€๋ฐ”์ด๋Ÿฌ์Šค ๋ณ€์ด ์šฐ๋ ค๊ฐ€ ํ™•์‚ฐ๋˜๋Š” ๊ฒƒ์€ ์‚ฌ์‹ค์ด๋‚˜ ์ฆ์‹œ์— ๋ฏธ์น˜๋Š” ์˜ํ–ฅ๋ ฅ์€ ์ œํ•œ์ ์ผ ๊ฒƒ์œผ๋กœ ๋ณด์ด๋ฉฐ, ํŠน๋ณ„ํ•œ ์ฃผ๋„์„นํ„ฐ๊ฐ€ ์—†๋Š” ํ˜„์žฌ ์žฅ์„ธ๋Š” ๊ฐœ๋ณ„ ์žฌ๋ฃŒ์— ๋”ฐ๋ผ ์—‡๊ฐˆ๋ฆฐ ์ฃผ๊ฐ€ ํ๋ฆ„์„ ๋ณด์ผ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’๋‹ค๊ณ  ํŒ๋‹จ๋ฉ๋‹ˆ๋‹ค.

6์›”๋‹ฌ๋„ ํ™”์ดํŒ…


๐Ÿฆ‰ 2 0 2 1 . 0 6 . 3 0

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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์‚ผ์„ฑ์ „์ž, ๋„ค์ด๋ฒ„๋„ 5G ํ†ต์‹ ๋ง ๊ตฌ์ถ•...25๋…„๋งŒ์— ์ฃผํŒŒ์ˆ˜ ๋ฏผ๊ฐ„๊ฐœ๋ฐฉ

https://n.news.naver.com/mnews/article/008/0004608999?sid=105


'์• ๋ฌผ๋‹จ์ง€์„œโ†’ํšจ์ž๋กœ?'โ€ฆ์‚ผ์„ฑ้‡, ๋“œ๋ฆด์‹ญ ๋งค๊ฐ ํ˜„์‹คํ™”ํ•˜๋‚˜

http://www.infostockdaily.co.kr/news/articleView.html?idxno=143653


๋ฏธ๊ตญ ์ง‘๊ฐ’ 1๋…„์ƒˆ 15% '์—ญ๋Œ€๊ธ‰ ํญ๋“ฑ'โ€ฆ์ผ๊ฐ์„œ ๊ฑฐํ’ˆ ๊ฒฝ๊ณ 

https://n.news.naver.com/mnews/article/018/0004971414?sid=101


์ฝ”์Šคํ”ผ 3300 ๋šซ์ž '๋นšํˆฌ'๋„ ๋‹ค์‹œ ์ตœ๊ณ ์น˜โ€ฆ24์กฐ์› ์œก๋ฐ•

https://n.news.naver.com/mnews/article/421/0005446214?sid=101


โ€œ๋ฏธ๋ž˜ ๋จน๊ฑฐ๋ฆฌ ์ฐพ์•„๋ผโ€โ€ฆ ๋น…ํ…Œํฌยท์‡ผํ•‘๋ชฐ๊นŒ์ง€ ์ž์œจ์ฃผํ–‰ ์˜ฌ์ธ

https://n.news.naver.com/mnews/article/005/0001451997?sid=101


[๋‹จ๋…] ์—๋””์Šจ๋ชจํ„ฐ์Šค, ์Ž„๋ฏธ์‹œ์Šค์ฝ” ์ธ์ˆ˜์„œ ๋“œ๋Ÿฌ๋‚œ โ€˜ํˆฌ์ž์ž ๋ณดํ˜ธ ๊ตฌ๋ฉโ€™

https://n.news.naver.com/mnews/article/028/0002550557?sid=101


๋ฌผ๊ฑด ๊ทธ๋ƒฅ ๋“ค๊ณ  ๋‚˜๊ฐ€๋ฉด ๋ผโ€ฆ็พŽยทไธญ์˜ '๋ฌด์ธ ๋งค์žฅ' ๋ณด๋‹ˆ

https://n.news.naver.com/article/008/0004609029





๐Ÿฆ‰ 2 0 2 1 . 0 6 . 3 0

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— ๋ฏธ๊ตญ๋„ ๋ธํƒ€ ๋ณ€์ด ๋น„์ƒโ€ฆ"๋ฐฑ์‹  ๋งž์•„๋„ ๋งˆ์Šคํฌ ์จ๋‹ฌ๋ผ"


https://news.sbs.co.kr/news/endPage.do?news_id=N1006373879&plink=ORI&cooper=NAVER


โ— "ECB, ์—ฐ์ค€๋ณด๋‹ค ํ†ตํ™”์ •์ฑ… ๊ธด์ถ• ์–ด๋ ค์›€ ๋Š๋‚„ ๋“ฏ"


https://news.einfomax.co.kr/news/articleView.html?idxno=4154874


โ— "๋Ÿฌ์‹œ์•„ ์Šคํ‘ธํŠธ๋‹ˆํฌV ๋ฐฑ์‹  ๋ธํƒ€ ๋ณ€์ด 90% ์˜ˆ๋ฐฉํšจ๊ณผ"


https://www.yna.co.kr/view/AKR20210630002300108?input=1195m


โ— ํ•˜๋ฐ˜๊ธฐ์—” 10๋งŒ์ „์ž ๋ ๊นŒโ€ฆ"์‚ผ์„ฑ์ „์ž 2Q ์˜์—…์ต 11์กฐ ๋„˜๋Š”๋‹ค"


https://news.mt.co.kr/mtview.php?no=2021062914305942146


โ— ํƒ„์†Œ๋ฐฐ์ถœ๊ถŒ ์‹œ์žฅ์— ๋ฌด์Šจ ์ผ์ดโ€ฆ2์ฃผ ์ƒˆ 30% ๊ธ‰๋“ฑ๋ฝ


https://www.hankyung.com/economy/article/2021062905421


โ— '์–ผ๊ตด์ธ์ฆ ์ถœ์ž…ยท์ •๋งฅ ์ธ์ฆ ๊ฒฐ์ œ' ๋ฌด์ธ ํŽธ์˜์ , ์–ด๋””๊นŒ์ง€ ์™”๋‚˜


https://news.mt.co.kr/mtview.php?no=2021062815164354170


โ— '๋ธ”๋ก๋”œ ์‡ผํฌ' ํ•˜์ด๋ธŒโ€ฆ์ฆ๊ถŒ๊ฐ€ "์•…์žฌ ํ•ด์†Œ"


https://www.hankyung.com/finance/article/2021062904021


โ— ๋‘์‚ฐ๋ฐฅ์บฃ ์œ ๋Ÿฝ ๊ณต๋žต, ์˜ฌ ๋งค์ถœ 35% ์ฆ๊ฐ€ ์ „๋ง


https://www.fnnews.com/news/202106291819265894


โ— ๋Œ€ํ•™ ์›๊ฒฉ๊ฐ•์ขŒ ์ˆ˜ 30๋ฐฐ ์ฆ๊ฐ€โ€ฆ ์ฝ”๋กœ๋‚˜19 ์˜ํ–ฅ


https://news.mt.co.kr/mtview.php?no=2021062917033641906


โ— ๊ธ€๋กœ๋ฒŒ OTT, ์ž‡๋‹จ ๋Ÿฌ๋ธŒ์ฝœโ€ฆ ้Ÿ“ ๋“œ๋ผ๋งˆ ์ œ์ž‘์‚ฌ '๊ท€ํ•œ ๋ชธ'


https://www.donga.com/news/article/all/20210630/107708203/1


โ— "7์›” '๋…ธ๋งˆ์Šคํฌ' ์ทจ์†Œ ํ•  ์ˆ˜๋„"โ€ฆ๋ณ€์ด ๋ฐ”์ด๋Ÿฌ์Šค ํ™•์‚ฐ์— '๋น„์ƒ'


https://www.hankyung.com/society/article/2021062905321


โ— "์—ญ์‚ฌ์ƒ ์ตœ๋Œ€ ์‹œ์žฅ ๋ถ•๊ดด ์˜จ๋‹คโ€ฆ๊ธˆยท์€ยท๋น„ํŠธ์ฝ”์ธ ์‚ฌ๋ผ"


https://www.edaily.co.kr/news/read?newsId=04050806629086640&mediaCodeNo=257



์ •๋ณด ์ถœ์ฒ˜ : https://t.me/owlinvest_2021

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