์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 7 . 0 8 ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
205 ์กฐํšŒ์ˆ˜
2021.07.08

๐Ÿฆ‰ 2 0 2 1 . 0 7 . 0 8

๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘

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โ˜‘ #๋‹ค์šฐ์กด์Šค (+0.03%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+1.42%)

โ˜‘ #S&P500 (+0.34%)



๋‰ด์š•์ฆ์‹œ๋Š” 6์›” ์—ฐ๋ฐฉ๊ณต๊ฐœ์‹œ์žฅ์œ„์›ํšŒ(FOMC) ์˜์‚ฌ๋ก์ด ๊ณต๊ฐœ๋œ ๊ฐ€์šด๋ฐ, ์กฐ๊ธฐ ๊ธด์ถ• ์šฐ๋ ค๊ฐ€ ๋‹ค์†Œ ์™„ํ™”๋˜๋ฉด์„œ 3๋Œ€ ์ง€์ˆ˜ ๋ชจ๋‘ ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ 0.30%, 0.34% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋Š” 0.01% ์ƒ์Šน. ํŠนํžˆ, S&P500์ง€์ˆ˜์™€ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋Š” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ์žฌ์ฐจ ๊ฒฝ์‹ ํ•œ ํ๋ฆ„์ž…๋‹ˆ๋‹ค.ย 


FOMC ์˜์‚ฌ๋ก์ด ๊ณต๊ฐœ๋œ ๊ฐ€์šด๋ฐ, ์ž์‚ฐ๋งค์ž…์„ ์ถ•์†Œํ•˜๋Š” ํ…Œ์ดํผ๋ง ์‹œ๊ธฐ์™€ ๊ด€๋ จํ•ด ๊ตฌ์ฒด์ ์ธ ๋‚ด์šฉ์ด ์—†๋Š” ๋“ฑ ์กฐ๊ธฐ ๊ธด์ถ• ์šฐ๋ ค๋ฅผ ์ž๊ทนํ•˜์ง€ ์•Š์€ ์ ์ด ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋‚  ๊ณต๊ฐœ๋œ ์˜์‚ฌ๋ก์— ๋”ฐ๋ฅด๋ฉด, ์ง€๋‚œ 6์›”15~16์ผ ์—ด๋ฆฐ FOMC ์ •๋ก€ํšŒ์˜์—์„œ ๋Œ€๋‹ค์ˆ˜ ์œ„์›์€ ์•„์ง์€ 1,200์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์ž์‚ฐ ๋งค์ž…ํ”„๋กœ๊ทธ๋žจ์„ ์ถ•์†Œํ•  ์—ฌ๊ฑด์€ ๋งˆ๋ จ๋˜์ง€ ์•Š์•˜๋‹ค๊ณ  ํŒ๋‹จํ–ˆ์œผ๋ฉฐ Fed๋Š” ์œ„์›๋“ค์ด ๋‹ค๊ฐ€์˜ค๋Š” ํšŒ์˜์—์„œ ์ž์‚ฐ ๋งค์ž…์˜ ๊ฒฝ๋กœ์™€ ๊ตฌ์„ฑ์„ ์กฐ์ •ํ•˜๊ธฐ ์œ„ํ•œ ๊ณ„ํš์„ ๋…ผ์˜ํ•˜๊ธฐ ์‹œ์ž‘ํ•˜๋Š”๋ฐ ํ•ฉ์˜ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹ˆ๋‹ค.ย 


์ด์™€ ๊ด€๋ จ ์‹œ์žฅ์—์„œ๋Š” ์ด๋ฒˆ ์˜์‚ฌ๋ก์—์„œ ์ž์‚ฐ๋งค์ž…์„ ์ถ•์†Œํ•˜๋Š” ํ…Œ์ดํผ๋ง ์‹œ๊ธฐ์™€ ๊ด€๋ จํ•ด ํ…Œ์ดํผ๋ง ๊ฐœ์‹œ๋ฅผ ์„œ๋‘๋ฅด์ง€ ์•Š๋Š” ๊ฒƒ์œผ๋กœ ํŒ๋‹จํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋‚  10๋…„๋ฌผ ๊ตญ์ฑ„๊ธˆ๋ฆฌ๋Š” FOMC ์˜์‚ฌ๋ก ๊ณต๊ฐœ ์ „ ์žฅ์ค‘ 1.30% ์•„๋ž˜๋กœ ๋–จ์–ด์กŒ์œผ๋ฉฐ, FOMC ์˜์‚ฌ๋ก ๋ฐœํ‘œ ์ดํ›„์—๋„ ๊ฑฐ์˜ ๋ณ€ํ™”์—†์ด ํ•˜๋ฝ์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


ํ•œํŽธ ็พŽ ๋…ธ๋™๋ถ€๊ฐ€ ๋ฐœํ‘œํ•œ 5์›” ์ฑ„์šฉ๊ณต๊ณ ๋Š” 920๋งŒ9,000๊ฑด์œผ๋กœ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ๊ฒฝ์‹ ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ฑ„์šฉ๊ณต๊ณ ๊ฐ€ ๋งค๋‹ฌ ์—ญ๋Œ€ ์ตœ๊ณ ์น˜๋ฅผ ๊ฒฝ์‹ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ 4์›” ์ˆ˜์น˜๋Š” 919๋งŒ3,000๊ฑด์œผ๋กœ ์ˆ˜์ •๋˜์—ˆ์Šต๋‹ˆ๋‹ค.ย 


็พŽ ๊ตญ์ฑ„๊ฐ€๊ฒฉ์€ 6์›” FOMC ์˜์‚ฌ๋ก ๊ณต๊ฐœ ์† ๊ฐ•์„ธ๋ฅผ ์ด์–ด๊ฐ”๊ณ , ๋‹ฌ๋Ÿฌํ™”๋Š” ํ˜ผ์กฐ์„ธ๋ฅผ ๊ธฐ๋กํ–ˆ์Šต๋‹ˆ๋‹ค. ๋Œ€ํ‘œ์ ์ธ ์•ˆ์ „์ž์‚ฐ์ธ ๊ธˆ ๊ฐ€๊ฒฉ์€ ็พŽ ๊ธˆ๋ฆฌ ํ•˜๋ฝ ์† 5๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šนํ•œ ๋ชจ์Šต์ž…๋‹ˆ๋‹ค.ย 


์ „์ผ ๋ธํƒ€๋ณ€์ด๋ฐ”์ด๋Ÿฌ์Šค ํ™•์‚ฐ์œผ๋กœ ์ธํ•ด ์ฝ”๋กœ๋‚˜ ํ™•์ง„์ž์ˆ˜๊ฐ€ 12000๋ช…์„ ๋„˜์–ด์„œ๋ฉฐ ์‹œ์žฅ์€ ๊ณตํฌ์‹ฌ๋ฆฌ ํ™•๋Œ€ ๋ฐ ์ฝ”์Šคํ”ผ ์กฐ์ •์„ธ๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ์ฝ”๋กœ๋‚˜ ์žฌํ™•์‚ฐ์œผ๋กœ ์ธํ•ด ๋”๋ธ”๋”ฅ(๊ฒฝ๊ธฐ์˜ ์ด์ค‘์นจ์ฒด)๊ฐ€๋Šฅ์„ฑ์ด ์ œ๊ธฐ๋˜๊ณ  ์žˆ์ง€๋งŒ ๊ฒฝ๊ธฐํ˜ธ์กฐ๊ฐ€ ์ง€์†๋˜๋Š” ์ ์„ ๊ณ ๋ คํ•œ๋‹ค๋ฉด ์ฆ์‹œ๋Š” ๊ฐ•๋ณดํ•ฉ ์ˆ˜์ค€์—์„œ ์ ์ง„์ ์ธ ์ƒ์Šน์„ธ๋ฅผ ์ด์–ด๊ฐˆ ๊ฒƒ์œผ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค. ํˆฌ์ž์ž๋“ค์˜ ์œ ๋™์„ฑ ๋ž ๋ฆฌ ์‹œ์žฅ ๊ธฐ๋Œ€๊ฐ์€ ์—ฌ์ „ํ•˜๋‹ˆ, ๊ธˆ์ผ ๋‰ด์š•์ฆ์‹œ์™€ ์ปคํ”Œ๋ง๋œ ์›€์ง์ž„ ๋‚˜์˜ค๋Š”์ง€ ์ง€์ผœ๋ณด๋ฉฐ 8์ผ ์˜ต์…˜๋งŒ๊ธฐ์ผ ์‹œ์žฅ ๋งž์ดํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค.




๐Ÿฆ‰ 2 0 2 1 . 0 7 . 0 8

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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๋‚ด๋…„ '์ฐฝ๊ณ  ๋ฐฉ์น˜ ํ๋ฐฐํ„ฐ๋ฆฌ' ํ’€๋ฆฐ๋‹คโ€ฆ ์—…๊ณ„ "๊ธฐ๋Œ€ ๋ฐ˜ ์šฐ๋ ค ๋ฐ˜"

https://n.news.naver.com/mnews/article/417/0000712755?sid=101


[๋‹จ๋…]ํ•˜๋ฐ˜๊ธฐ ํ† ์ง€๋ณด์ƒ๊ธˆ๋งŒ 26์กฐ, ์—ญ๋Œ€๊ธ‰ ํ† ์ง€๋ณด์ƒ์ด ์˜จ๋‹ค

https://n.news.naver.com/mnews/article/008/0004613119?sid=101


๋ถ‰์€ ๋Œ€๋ฅ™์˜ โ€˜๋…น์ƒ‰ ํŒจ๊ถŒโ€™โ€ฆ ์„ธ๊ณ„ ํƒœ์–‘๊ด‘ยทํ’๋ ฅ์‹œ์žฅ, ์ด๋ฏธ ไธญ์ด ์žฅ์•…

https://n.news.naver.com/mnews/article/023/0003625179?sid=105


K-๋ฐฐํ„ฐ๋ฆฌ, '์ œ2์˜ ๋ฐ˜๋„์ฒด' ๋ ๊นŒโ€ฆ์ •๋ถ€, ์˜ค๋Š˜ ์œก์„ฑ ์ง€์›์ฑ… ๋‚ด๋†“๋Š”๋‹ค

https://n.news.naver.com/mnews/article/421/0005464270?sid=101


"์ƒˆ๋ฒฝ๋ฐฐ์†ก์•ฑ ๋‹ค์‹œ ๊น”์•˜์–ด์š”" ๋Œ์•„์˜จ '์ง‘์ฝ•'์— ์œ ํ†ต๊ฐ€ '์ดˆ๊ธด์žฅ'

https://n.news.naver.com/mnews/article/079/0003525582?sid=101


ํ˜„๋Œ€์ฐจ, 3๋…„ ๋งŒ ํŒŒ์—…๊ฐ€๋‚˜โ€ฆ์กฐํ•ฉ์› ํŒŒ์—… ์ฐฌ์„ฑ๋ฅ  73.8% ๋‹ฌํ•ด

https://n.news.naver.com/mnews/article/005/0001454572?sid=101


Fed "๊ธด์ถ• ์„œ๋‘๋ฅผ ํ•„์š” ์—†๋‹ค"โ€ฆํ™˜ํ˜ธํ•œ ๋‰ด์š•์ฆ์‹œ

https://n.news.naver.com/mnews/article/015/0004574659?sid=101


์‹œ์ง„ํ•‘์€ ์†๋„์กฐ์ ˆ, 2050๋…„ ์•„๋‹Œ 2060๋…„ ํƒ„์†Œ์ œ๋กœ




๐Ÿฆ‰ 2 0 2 1 . 0 7 . ย 0 8

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— ํ…Œ์ดํผ๋ง ๋…ผ์˜ ์‹œ์ž‘ ํ•ฉ์˜ํ•œ ์—ฐ์ค€โ€ฆ๋‹ค์ˆ˜๋Š” "์ธ๋‚ด์‹ฌ ๊ฐ€์ ธ์•ผ"


https://www.yna.co.kr/view/AKR20210708006600072?input=1195m


โ— ๋ฏธ ๊ตญ์ฑ„ ์ˆ˜์ต๋ฅ , ๋„๋Œ€์ฒด ์™œ ๊ธ‰๋ฝํ–ˆ๋‚˜


https://news.einfomax.co.kr/news/articleView.html?idxno=4156282


โ— ๊น€์ •์€, ์‹ ๋ณ€์ด์ƒ์„ค ์ผ์ถ•โ€ฆ๊น€์ผ์„ฑ 27์ฃผ๊ธฐ์— ๋‹น๊ฐ„๋ถ€์™€ ๊ธˆ์ˆ˜์‚ฐ ์ฐธ๋ฐฐ


https://www.yna.co.kr/view/AKR20210708010500504?input=1195m


โ— ์‹œ์žฅ ์˜ˆ์ƒ ๊นฌ ์‚ผ์„ฑ์ „์žโ€ฆ2๋ถ„๊ธฐ 12.5์กฐ์› ๊นœ์ง์‹ค์ 


https://www.hankyung.com/economy/article/2021070744411


โ— LG์ „์ž 2๋ถ„๊ธฐ์—ฐ์† ์˜์—…์ต 1์กฐ ๋ŒํŒŒ '์‹ ๊ธฐ๋ก'


https://www.mk.co.kr/news/business/view/2021/07/657784/


โ— ์†์ •์˜, ์•ผ๋†€์ž์— 1์กฐ ์œ๋‹ค


https://www.sedaily.com/NewsView/22OTJLVJDM


โ— ESGํŽ€๋“œ์— '๋ญ‰์นซ๋ˆ'โ€ฆ์ƒ๋ฐ˜๊ธฐ๋งŒ 9300์–ต ์œ ์ž…


https://www.hankyung.com/finance/article/2021070743531


โ— ์นด์นด์˜ค๊ฒŒ์ž„์ฆˆ '์˜ค๋”˜', ์ถœ์‹œ ์ผ์ฃผ์ผ ๋งŒ์— ์„œ๋ฒ„ 18๊ฐœ ์ถ”๊ฐ€ ์ฆ์„ค


http://www.ddaily.co.kr/news/article/?no=217618


โ— ํœด์˜จ์Šค, ๋Ÿฌ์‹œ์•„ ๋ฐฑ์‹  ๊ตญ๋‚ด ํŒ๊ถŒ ํ™•๋ณด


https://www.hankyung.com/it/article/2021070743311


โ— ์ฝ”๋กœ๋‚˜ 4์ฐจ ๋Œ€์œ ํ–‰์—โ€ฆ์–ธํƒํŠธ ๋œจ๊ณ  ์ฝ˜ํƒํŠธ ํ„ธ์ฉ


https://www.mk.co.kr/news/stock/view/2021/07/657808/


โ— ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ ๊ณ ๊ฐ ์˜ˆํƒ์ž์‚ฐ 400์กฐ์›


https://www.hankyung.com/finance/article/2021070742841


โ— "ํญ๋ฝ์žฅ ์˜จ๋‹คโ€ฆ์ˆ˜๋งŽ์€ ๋ˆ ์žƒ๊ฒŒ๋  ๊ฒƒ" ๊ฒฝ๊ณ  ์Ÿ์•„๋‚ธ ํฐ์†๋“ค


https://www.hankyung.com/finance/article/2021070743631

https://n.news.naver.com/mnews/article/023/0003625207?sid=105


์ข‹์•„์š” 1
๋Œ“๊ธ€ 7
์ž‘์„ฑ