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enjoymyhobby/88497/6134410289349772687
๋ฒ”: ๐Ÿ“•์ทจ๋ฏธ์ƒํ™œ๋ฐฉ ๋ฆฌ์„œ์น˜ Written by "SB" ๐Ÿ“Œ5์›” 2์ฃผ์ฐจ ์œ„ํด๋ฆฌ์ด์Šˆ(2) 6๏ธโƒฃ ์ค‘๊ตญ-๋ฏธ๊ตญ ๋ฌด์—ญํ˜‘์ƒ ์žฌ๊ฐœ ์‹œ์‚ฌ ์Šค์œ„์Šค์—์„œ ๋งŒ๋‚˜ ์ค‘๊ตญ๊ณผ ํ˜‘์ƒ์„ ํ•  ๊ฒƒ์ด๋ผ๊ณ  ๋ฐœํ‘œ. ๊ทธ๋Ÿฌ๋‚˜ ํŠธ๋Ÿผํ”„๋Š” 80%๊ฐ€ ์ ์ ˆํ•ด ๋ณด์ธ๋‹ค๊ณ  ์ด์•ผ๊ธฐ. ์กฐ์‚ผ๋ชจ์‚ฌ. 7๏ธโƒฃ ์ธ๋„-ํŒŒํ‚ค์Šคํƒ„ ๊ตญ์ง€ ์ถฉ๋Œ ๋ฏธ๊ตญ์ด ์ค‘์žฌ์— ๋‚˜์„ฐ๋‹ค๊ณ  ํ–ˆ์œผ๋‚˜, ์ด ๊ธฐ์‚ฌ ์ด ํ›„ ํŒŒํ‚ค์Šคํƒ„์„œ ๊ทœ๋ชจ 5.7 ์ง€์ง„์ด ๋ฐœ์ƒํ–ˆ๊ณ , ํ•ต์‹คํ—˜์ด ์•„๋‹Œ๊ฐ€ ํ•˜๋Š” ์˜๊ตฌ์‹ฌ์ด ๋“œ๋Š” ์ƒํ™ฉ.(์‚ฌ์‹ค์ด ์•„๋‹™๋‹ˆ๋‹ค) ๐Ÿ“˜์ •๋ฆฌ ์ด๋ฒˆ ์ฃผ๋Š” Fed์˜ ๋งคํŒŒ์  ๋™๊ฒฐ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์•”ํ˜ธํ™”ํ ๊ธ‰๋“ฑ, ๋ฏธยท์ค‘ ๋ฌด์—ญํ˜‘์ƒ ๊ธฐ๋Œ€, ์ธ๋„-ํŒŒํ‚ค์Šคํƒ„ ์ถฉ๋Œ ์‹ฌํ™” ๋“ฑ ๊ธˆ์œต์‹œ์žฅ๊ณผ ์ง€์ •ํ•™ ๋ฆฌ์Šคํฌ๊ฐ€ ํ•œ๋ฐ ์–ฝํžŒ ๊ตญ๋ฉด์ด์—ˆ๋‹ค. ๋‹ค์Œ ์ฃผ๋Š” ๋ฏธ๊ตญ ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI)ยท๊ณ ์šฉ์ง€ํ‘œ, ์ค‘๊ตญ 5์›” ์ œ์กฐ์—… PMI, EU ์žฌ์ •์ง€์›์•ˆ ๋“ฑ์ด ์˜ˆ์ •๋˜์–ด ์žˆ๋‹ค. ๐Ÿ“•CPI ์š”์•ฝ ์˜ˆ์ƒ์น˜ ์ „๋ฐ˜์ ์œผ๋กœ ํ•˜ํšŒ. ๋””ํ”Œ๋ ˆ์ด์…˜ ์‹ ํ˜ธ๋กœ ๋ณผ ์ˆ˜ ์žˆ์œผ๋‚˜, ์‹œ์žฅ ์ปจ์„ผ์—์„œ ๋” ์ฃผ์š”ํ•˜๊ฒŒ ๋ณด๊ณ  ์žˆ๋Š” ๊ฒƒ์€ ๊ด€์„ธ 1๏ธโƒฃ ์ฃผ๊ฑฐ๋น„ ์›”๊ฐ„ +0.3% ์ƒ์Šน (์ „์ฒด CPI ์ƒ์Šน์˜ ์ ˆ๋ฐ˜ ์ด์ƒ ๊ธฐ์—ฌ) ์ „๋…„ ๋Œ€๋น„ +4.0% ์ƒ์Šน (๊พธ์ค€ํ•œ ์ƒ์Šน์„ธ ์œ ์ง€) 2๏ธโƒฃ ์‹ํ’ˆ ์›”๊ฐ„ -0.1% ํ•˜๋ฝ (์ „์›” +0.4%์—์„œ ํ•˜๋ฝ ์ „ํ™˜) ๊ฐ€์ • ๋‚ด ์‹ํ’ˆ -0.4% (2020๋…„ 9์›” ์ดํ›„ ์ตœ๋Œ€ ํ•˜๋ฝํญ) ๊ณ„๋ž€ ๊ฐ€๊ฒฉ -12.7% ๊ธ‰๋ฝ, ์œก๋ฅ˜ยท๊ฐ€๊ธˆ๋ฅ˜ยท์ƒ์„ ยท๊ณ„๋ž€ ์ง€์ˆ˜ -1.6% ์™ธ์‹ ๋น„์šฉ +0.4% ์ƒ์Šน (๊พธ์ค€ํ•œ ์ƒ์Šน์„ธ ์œ ์ง€) ์ „๋…„ ๋Œ€๋น„: ๊ฐ€์ • ๋‚ด ์‹ํ’ˆ +2.0% ์ƒ์Šน ์™ธ์‹ ๋น„์šฉ +3.9% ์ƒ์Šน ํŠนํžˆ ๋น„์•Œ์ฝ”์˜ฌ ์Œ๋ฃŒ๋Š” +3.2% ์ƒ์Šน 3๏ธโƒฃ ์—๋„ˆ์ง€ ์›”๊ฐ„ +0.7% ์ƒ์Šน (์ „์›” -2.4%์—์„œ ๋ฐ˜๋“ฑ) ์ฒœ์—ฐ๊ฐ€์Šค +3.7%, ์ „๊ธฐ๋ฃŒ +0.8%, ํœ˜๋ฐœ์œ ๋Š” -0.1% ์ „๋…„ ๋Œ€๋น„ -3.7% ํ•˜๋ฝ: ํœ˜๋ฐœ์œ  -11.8%, ์—ฐ๋ฃŒ์œ  -9.6% ๋ฐ˜๋ฉด ์ฒœ์—ฐ๊ฐ€์Šค +15.7%, ์ „๊ธฐ๋ฃŒ +3.6% 4๏ธโƒฃ ๊ธฐํƒ€ ์ฃผ์š” ์ง€์ˆ˜ ์ƒ์Šนํ•œ ํ’ˆ๋ชฉ ๊ฐ€๊ตฌ ์šด์˜ ๋น„์šฉ +1.0% ์ž๋™์ฐจ ๋ณดํ—˜๋ฃŒ +0.6% ์˜๋ฃŒ ์„œ๋น„์Šค +0.5% (๋ณ‘์› ์„œ๋น„์Šค +0.6%, ์ฒ˜๋ฐฉ์•ฝ +0.4%) ํ•˜๋ฝํ•œ ํ’ˆ๋ชฉ ํ•ญ๊ณต๋ฃŒ -2.8% ์ค‘๊ณ ์ฐจ ๋ฐ ํŠธ๋Ÿญ -0.5% ์˜๋ฅ˜, ํ†ต์‹  ๋ถ€๋ฌธ๋„ ํ•˜๋ฝ์„ธ #๊ตญ์ œ
enjoymyhobby/6206208557557332957
์ทจ๋ฏธ์ƒํ™œ๋ฐฉ๐Ÿ“ฎ
๋น„ํŠธ์ฝ”์ธ & ๊ฒฝ์ œ & ์žฌํ…Œํฌ์ •๋ณด๋ฅผ ๊ณต์œ ๋“œ๋ฆฌ๋Š” ๋ฐฉ์ž…๋‹ˆ๋‹ค ๋ชจ๋“  ๊ธ€์€ ํˆฌ์ž์˜ ์ฐธ๊ณ  ์ž๋ฃŒ์ผ ๋ฟ์ด๋ฉฐ, ํˆฌ์ž ํŒ๋‹จ์— ๋Œ€ํ•œ ์ฑ…์ž„์„ ์ง€์ง€ ์•Š์Šต๋‹ˆ๋‹ค. https://x.com/CryptoMyhobby * ํ™๋ณด, ํ›„์›, ๊ด‘๊ณ  : @KimYoungTaek ๋ฌธ์˜