์ฃผ์‹์ •๋ณด
๐Ÿฆ‰ 2 0 2 1 . 0 7 . 2 9 ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘
๋ถ€์—‰์‚ฌ๋ถ€๋‹˜
208 ์กฐํšŒ์ˆ˜
2021.07.29

๐Ÿฆ‰ 2 0 2 1 . 0 7 . 2 9
๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘

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โ˜‘ #๋‹ค์šฐ์กด์Šค (-.36%)

โ˜‘ #๋‚˜์Šค๋‹ฅ์ข…ํ•ฉ (+0.70%)

โ˜‘ #S&P500 (-0.02%)



๋‰ด์š•์ฆ์‹œ๋Š” ์—ฐ๋ฐฉ๊ณต๊ฐœ์‹œ์žฅ์œ„์›ํšŒ(FOMC) ํšŒ์˜ ๊ฒฐ๊ณผ ๋ฐœํ‘œ ์†์— ํ˜ผ์กฐ์„ธ๋กœ ์žฅ์„ ๋งˆ๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค.๋‹ค์šฐ์ง€์ˆ˜์™€ S&P500์ง€์ˆ˜๊ฐ€ 0.36%, 0.02% ํ•˜๋ฝํ•œ ๋ฐ˜๋ฉด, ๊ธฐ์ˆ ์ฃผ ์ค‘์‹ฌ์˜ ๋‚˜์Šค๋‹ฅ์ง€์ˆ˜๋Š” 0.70% ์ƒ์Šนํ•œ ๋ชจ์Šต์ž…๋‹ˆ๋‹ค.ย 


์—ฐ๋ฐฉ์ค€๋น„์ œ๋„(Fed)๋Š” ์ด๋‚  FOMC ํšŒ์˜๋ฅผ ๋งˆ์น˜๊ณ  ํ†ตํ™”์ •์ฑ… ์„ฑ๋ช…์—์„œ ๋งŒ์žฅ์ผ์น˜๋กœ ๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ 0~0.25%๋กœ ์œ ์ง€ํ•˜๊ธฐ๋กœ ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹ˆ๋‹ค. ์ด์–ด ์›” ์ž์‚ฐ๋งค์ž… ๊ทœ๋ชจ๋ฅผ 1,200์–ต ๋‹ฌ๋Ÿฌ๋กœ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ๋ฌผ๊ฐ€๊ฐ€ ์ผ์ • ๊ธฐ๊ฐ„ 2%๋ฅผ ์™„๋งŒํ•˜๊ฒŒ ์›ƒ๋Œ์•„ ํ–ฅํ›„ ๋ฌผ๊ฐ€๊ฐ€ ํ‰๊ท  2%๊ฐ€ ๋˜๊ณ  ์žฅ๊ธฐ ์ธํ”Œ๋ ˆ์ด์…˜ ๊ธฐ๋Œ€๊ฐ€ 2%์— ์ž˜ ๊ณ ์ •๋˜๋„๋ก ์™„ํ™”์ ์ธ ํ†ตํ™”์ •์ฑ… ์Šคํƒ ์Šค๋ฅผ ์œ ์ง€ํ•  ๊ฒƒ์ด๋ž€ ์ ์„ ์žฌํ™•์ธํ–ˆ์Šต๋‹ˆ๋‹ค.


๋‹ค๋งŒ, ์ž์‚ฐ ๋งค์ž… ํ”„๋กœ๊ทธ๋žจ ์ถ•์†Œ๋ฅผ ์œ„ํ•œ ๋ชฉํ‘œ์น˜๋กœ์˜ ์ง„์ „์„ ์ด๋ค˜๋‹ค๊ณ  ํ‰๊ฐ€ํ•ด ํ–ฅํ›„ ํšŒ์˜์—์„œ์˜ ํ…Œ์ดํผ๋ง์„ ๊ฐœ์‹œํ•  ๋ฐœํŒ์„ ๋งˆ๋ จํ•œ ์ถ”์ด์ž…๋‹ˆ๋‹ค.์ œ๋กฌ ํŒŒ์›” Fed ์˜์žฅ์€ ๊ธฐ์žํšŒ๊ฒฌ์—์„œ ์ฝ”๋กœ๋‚˜19 ๋ธํƒ€ ๋ณ€์ด๊ฐ€ ์ง์žฅ ๋ณต๊ท€์™€ ํ•™๊ต ์žฌ๊ฐœ๋ฅผ ์—ฐ๊ธฐ์‹œํ‚ฌ ๊ฒฝ์šฐ ์„ฑ์žฅ์„ ๋‘”ํ™”์‹œํ‚ฌ ์ˆ˜ ์žˆ๋‹ค๋ฉด์„œ๋„ ๋ธํƒ€ ๋ณ€์ด์˜ ๊ฒฝ์ œ์  ์ถฉ๊ฒฉ์€ ์ด์ „๋ณด๋‹ค ์ž‘์„ ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ์œผ๋ฉฐ, ์ž์‚ฐ ๋งค์ž… ํ”„๋กœ๊ทธ๋žจ์˜ ์กฐ์ •์€ ์ง€ํ‘œ์— ๋‹ฌ๋ ธ๋‹ค๋Š” ์ ์„ ๊ฐ•์กฐํ•˜๊ณ  ํ…Œ์ดํผ๋ง ์‹œ๊ธฐ๋Š” ๊ฒฐ์ •๋˜์ง€ ์•Š์•˜๋‹ค๊ณ  ์–ธ๊ธ‰ํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


์ฃผ์š” ๊ธฐ์—…๋“ค์˜ ์‹ค์ ์€ ํ˜ธ์กฐ๋ฅผ ๋ณด์ž„. ์ „์ผ ์žฅ ๋งˆ๊ฐ ํ›„ ์• ํ”Œ๊ณผ ๋งˆ์ดํฌ๋กœ์†Œํ”„ํŠธ(MS), ๊ตฌ๊ธ€ ๋ชจ๊ธฐ์—… ์•ŒํŒŒ๋ฒณ ๋“ฑ์ด ๋ชจ๋‘ ์‹œ์žฅ ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒํ•˜๋Š” ๋ถ„๊ธฐ ์‹ค์ ์„ ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ ํŠนํžˆ, ์• ํ”Œ์˜ ๋ถ„๊ธฐ ์ˆœ์ด์ต์€ ์ „๋…„๋™๊ธฐ๋Œ€๋น„ 2๋ฐฐ์— ๋‹ฌํ–ˆ๊ณ , ์•„์ดํฐ ํŒ๋งค๋„ 50% ๊ฐ€๊นŒ์ด ์ฆ๊ฐ€ํ•œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ์Šต๋‹ˆ๋‹ค.ย 


ํ•œํŽธ ์ฝ”๋กœ๋‚˜19 ๋ธํƒ€ ๋ณ€์ด ํ™•์‚ฐ ์šฐ๋ ค๋Š” ์ง€์†๋˜๋Š” ๋ชจ์Šต์ž…๋‹ˆ๋‹ค. ๋ฏธ๊ตญ์˜ ์ง€๋‚œ์ฃผ ์ฝ”๋กœ๋‚˜19 ์‹ ๊ทœ ํ™•์ง„์ž ์ˆ˜๊ฐ€ ์ „์„ธ๊ณ„ ์ตœ๋Œ€๋ฅผ ๊ธฐ๋กํ•œ ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ์œผ๋ฉฐ ABC๋‰ด์Šค๋Š” ์„ธ๊ณ„๋ณด๊ฑด๊ธฐ๊ตฌ(WHO) ์ž๋ฃŒ๋ฅผ ์ธ์šฉํ•ด ์ง€๋‚œ์ฃผ ์ „์„ธ๊ณ„ ์‹ ๊ทœ ๊ฐ์—ผ์€ ๋ฏธ๊ตญ์ด ์ตœ๋‹ค๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค๊ณ  ๋ณด๋„ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ตญ์ œ์œ ๊ฐ€๋Š” ็พŽ ์›์œ ์žฌ๊ณ  ๊ฐ์†Œ ๋“ฑ์— ์ƒ์Šนํ–ˆ๊ณ  ็พŽ ๊ตญ์ฑ„๊ฐ€๊ฒฉ์€ FOMC ํšŒ์˜ ๊ฒฐ๊ณผ ๋ฐœํ‘œ ์† ํ˜ผ์กฐ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ์œผ๋ฉฐ, ๋‹ฌ๋Ÿฌํ™”๋„ ํ˜ผ์กฐ์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ์Šต๋‹ˆ๋‹ค. ๋Œ€ํ‘œ์ ์ธ ์•ˆ์ „์ž์‚ฐ์ธ ๊ธˆ ๊ฐ€๊ฒฉ์€ ์†Œํญ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค.ย 


ํ˜„์žฌ ๋ธํƒ€ ๋ณ€์ด๋ฐ”์ด๋Ÿฌ์Šค๊ฐ€ ํ™•์‚ฐ๋˜๊ณ  ์žˆ์Œ์— ๊ตญ๋‚ด์ฆ์‹œ ๋ณ€๋™์„ฑ์ด ํ™•๋Œ€๋˜๊ณ  ์žˆ์œผ๋‚˜ ์ด๋ฏธ ํˆฌ์ž์ž๋“ค์€ ํ•™์Šตํšจ๊ณผ๋กœ ์ธํ•ด ์ฆ์‹œ๋Š” ์ง€๋‚œ 3์›”๊ณผ ๊ฐ™์ด ํฐํญ์˜ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์ด์ง„ ์•Š๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ „์ผ FOMC ํšŒ์˜๊ฒฐ๊ณผ๋กœ ์ธํ•ด ๊ฐ๊ตญ์˜ ์ค‘์•™์€ํ–‰์ด ์„ฃ๋ถˆ๋ฆฌ ์–‘์ ์™„ํ™”์˜ ์ข…๋ฃŒ๋‚˜ ๊ธฐ์ค€๊ธˆ๋ฆฌ ์ธ์ƒ์— ๋‚˜์„œ์ง€ ๋ชปํ•  ๊ฒƒ์ด๋ž€ ๊ธฐ๋Œ€๊ฐ์ด ํ˜•์„ฑ๋˜๋ฉด์„œ ์‹ค์ ์ฃผ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ 8์›” ์„œ๋จธ๋ž ๋ฆฌ ์žฅ์„ธ๊ฐ€ ์‚ด์•„๋‚  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค. ๋ฐฉ์—ญ์กฐ์น˜๋กœ ์ธํ•ด ์‹ ๊ทœ ํ™•์ง„์ž ์ถ”์ด๊ฐ€ ์ค„์–ด๋“œ๋Š” ์ถ”์ด๋ฅผ ๋ณด์ด๋ฉด ์ฝ”์Šคํ”ผ, ์ฝ”์Šค๋‹ฅ ๊ตญ๋‚ด์ฆ์‹œ๋Š” ๋‰ด์š•์ฆ์‹œ์™€ ์ปคํ”Œ๋ง๋œ ์‹ ๊ณ ๊ฐ€ ๋ž ๋ฆฌ ๊ธฐ๋Œ€ํ•ด๋ณผ ์ˆ˜ ์žˆ๊ฒ ์Šต๋‹ˆ๋‹ค.ย 




๐Ÿฆ‰ 2 0 2 1 . 0 7 . 2 9

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๏ผป๋ชจ๋‹์ด์Šˆ๏ผฝ

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"6500๋งŒ์› ์ดํ•˜ ๊ณต์‚ฌ ์•ˆํ•ด์š”" 41์กฐ ์ธํ…Œ๋ฆฌ์–ด์‹œ์žฅ '๋ถ€๋ฅด๋Š”๊ฒŒ ๊ฐ’'

https://n.news.naver.com/mnews/article/025/0003122563?sid=101


[๋‹จ๋…] ํ˜„๋Œ€์ฐจ-LG์—”์†” ๅฐๅฐผ ํ•ฉ์ž‘์‚ฌ ์„ค๋ฆฝโ€ฆ"์ „๊ธฐ์ฐจ 15๋งŒ๋Œ€ ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ"

https://n.news.naver.com/article/421/0005508881


์—ฐ์ค€, ํ…Œ์ดํผ๋ง ์ดˆ๊ธฐ ์‹ ํ˜ธโ€ฆ'์‹ ์ค‘ํ•œ ๊ธด์ถ•' ํ–‰๋ณด ๋ฐœ ๋—๋‹ค(์ข…ํ•ฉ)

https://n.news.naver.com/mnews/article/018/0004997216?sid=101


์• ํ”Œยทํ…Œ์Šฌ๋ผ, ํ•˜๋ฐ˜๊ธฐ ๋ฐ˜๋„์ฒด ๋Œ€๋ž€ ์˜ํ–ฅ๊ถŒ์— ๋“ค์–ด๊ฐ€๋‚˜

https://n.news.naver.com/mnews/article/014/0004683154?sid=101


ํฌ์Šค์ฝ”, ์นœํ™˜๊ฒฝ ์†Œ์žฌ ๊ธฐ์—… ๋ณ€์‹ โ€ฆ ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ์‚ฌ์—… โ€˜์˜ฌ์ธโ€™

https://n.news.naver.com/mnews/article/081/0003205171?sid=101


'BTS ํšจ๊ณผ' ๋งฅ๋„๋‚ ๋“œ ์–ด๋‹ ์„œํ”„๋ผ์ด์ฆˆ

https://n.news.naver.com/mnews/article/277/0004945162?sid=101


์Œ์šฉ์ฐจ ์ธ์ˆ˜์˜ํ–ฅ์„œ ๋งˆ๊ฐ D-1โ€ฆHAAHยท์—๋””์Šจ๋ชจํ„ฐ์Šค 2ํŒŒ์ „ ์œ ๋ ฅ

https://n.news.naver.com/mnews/article/001/0012560706?sid=101


์นด์นด์˜คํ†ก ํ†ตํ•ด ํŒ๋งค๋œ NFT ์˜ˆ์ˆ ์ž‘ํ’ˆ 27๋ถ„ ๋งŒ์— '์™„ํŒ'โ€ฆ1์–ต์› ๋ชฐ๋ ธ๋‹ค

https://n.news.naver.com/mnews/article/421/0005508920?sid=105







๐Ÿฆ‰ 2 0 2 1 . 0 7 . 2 9

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๏ผป์ฃผ์š”๋‰ด์Šค๏ผฝ

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โ— 7์›” FOMC ์„ฑ๋ช…, ์ด์ „๊ณผ ๋‹ฌ๋ผ์ง„ ์ 


https://news.einfomax.co.kr/news/articleView.html?idxno=4159847


โ— ๋‘ ๋‹ฌ์—ฌ ๋งŒ์—โ€ฆ๋ฐฑ์•…๊ด€ ์‹ค๋‚ด์—์„œ ๋งˆ์Šคํฌ ๋‹ค์‹œ ์“ด ๋ฐ”์ด๋“ 


https://news.kbs.co.kr/news/view.do?ncd=5244251&ref=A


โ— ์Šคํƒ€๋ฒ…์Šค ์ง€๋ถ„ ์ถ”๊ฐ€์—โ€ฆ์ด๋งˆํŠธ ์‹ค์  ๊ธฐ๋Œ€๊ฐ


https://www.mk.co.kr/news/business/view/2021/07/729700/


โ— ๋Œ์•„์˜จ ํƒœ์–‘๊ด‘โ€ฆOCI, 10๋…„ ๋งŒ์— ๋ถ€ํ™œ


https://www.hankyung.com/economy/article/2021072856791


โ— ์นดํ†ก์—์„œ ํŒ๋งคํ•œ ์ฒซ NFT, 27๋ถ„ ๋งŒ์— ์™„ํŒ


https://www.fnnews.com/news/202107281243399065


โ— "๋Œ€์ฒด์œก ๊ดœ์ฐฎ๋„ค"โ€ฆ 2040๋…„์—” ์œก๋ฅ˜์‹œ์žฅ ๋„˜์–ด์„ ๋‹ค


https://www.donga.com/news/article/all/20210728/108226541/1


โ— ํƒˆ์›์ „์— ๊ณ ์ „ํ•˜๋˜ ์›์ „์ฃผโ€ฆ์ด์ œ๋Š” ๋ณ•๋“œ๋‚˜


https://www.mk.co.kr/news/stock/view/2021/07/729605/


โ— ํ•œ์€ '๊ทธ๋ผ์šด๋“œX'์™€ CBDC ์‚ฌ์—… ์ตœ์ข…๊ณ„์•ฝ


https://www.etnews.com/20210728000220


โ— "๋ฐฑ์‹  ๊ธฐ์•ฝ ์—†๋Š”๋ฐ"โ€ฆ8์›” ์ดˆ์ค‘์ˆœ ์‹ ๊ทœํ™•์ง„ 2500๋ช… ๋  ์ˆ˜๋„


https://www.mk.co.kr/news/society/view/2021/07/729703/


โ— ์œค์„์—ด ์ž…๋‹น ์•ž๋‘๊ณ โ€ฆ๊ตญ๋ฏผ์˜ํž˜ '่ฆชๅฐน' vs 'ๅๅฐน' ๋ถ„์—ด ์กฐ์ง


https://www.mk.co.kr/news/politics/view/2021/07/729685/


โ— ้‘ ๋ถ€์ธํ•˜์ง€๋งŒโ€ฆๅ—ๅŒ—์ •์ƒํšŒ๋‹ด ่ชชยท่ชชยท่ชชhttps://www.hankyung.com/politics/article/2021072857351





์ •๋ณด ์ถœ์ฒ˜ :ย 


https://t.me/owlinvest_2021




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