{"id":283,"date":"2026-07-08T12:54:06","date_gmt":"2026-07-08T12:54:06","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=283"},"modified":"2026-07-08T12:54:06","modified_gmt":"2026-07-08T12:54:06","slug":"2026-07-08-%eb%af%b8%ea%b5%ad-%ec%a6%9d%ec%8b%9c-%ec%8b%9c%ed%99%a9-%ec%b4%9d%ec%a0%95%eb%a6%ac-%eb%82%98%ec%8a%a4%eb%8b%a5%c2%b7sp500-%ec%a0%84%eb%a7%9d-%ed%95%9c%eb%88%88%ec%97%90","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=283","title":{"rendered":"2026.07.08 \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uac04\ubc24 \ub274\uc695 \uc99d\uc2dc\ub294 \ub098\uc2a4\ub2e5\uc774 1.16% \ubc00\ub9ac\uba70 \ubc18\ub3c4\uccb4 \ub9e4\ub3c4\uac00 \uc774\ud2c0\uc9f8 \uc774\uc5b4\uc84c\uace0, \uc624\ub298 \uc544\uc2dc\uc544\uc5d0\uc11c \ucf54\uc2a4\ud53c\ub294 \ubb34\ub824 <strong>5.4% \uae09\ub77d\ud55c 7,246.79\ub85c \ub9c8\uac10(\uac70\ub798 \uc77c\uc2dc\uc815\uc9c0 \ubc1c\ub3d9\u00b78,000\uc120 \ud558\ud68c)<\/strong>\ud558\uba70 \ubbf8\uad6d \uc99d\uc2dc \uac1c\uc7a5\uc744 \uc55e\ub450\uace0 AI\u00b7\ubc18\ub3c4\uccb4 \uac70\ub798\uc5d0 \ub300\ud55c \uc7ac\ud3c9\uac00 \uacf5\ud3ec\ub97c \uadf8\ub300\ub85c \ub4dc\ub7ec\ub0c8\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc774\ub780 \ud734\uc804\uc744 &quot;\ub05d\ub0ac\ub2e4&quot;\uace0 \uc120\uc5b8\ud558\uba74\uc11c \uad6d\uc81c\uc720\uac00\uac00 6% \ub118\uac8c \uae09\ub4f1, \ub2e4\uc6b0\uc120\ubb3c\uc774 \uc57d 600\ud3ec\uc778\ud2b8(-1%) \ubc00\ub9ac\ub294 \uc911\ub3d9\u767c \uc678\uc0dd \ucda9\uaca9\uae4c\uc9c0 \uacb9\ucce4\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ubc24 \ubbf8\uad6d \uc99d\uc2dc\uc758 \ucd5c\ub300 \ubcc0\uc218\ub294 \uc624\ud6c4 2\uc2dc(ET) \uacf5\uac1c\ub418\ub294 6\uc6d4 FOMC \uc758\uc0ac\ub85d\uc73c\ub85c, \ub3c4\ud2b8\ud50c\ub86f \uc81c\ucd9c\uc744 \uac70\ubd80\ud55c \uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5 \uccb4\uc81c\uc758 \uccab \uc815\ucc45 \ubc29\ud5a5\uc774 \uc5ec\uae30\uc11c \ub4dc\ub7ec\ub0a9\ub2c8\ub2e4. S&amp;P500\u00b7\ub098\uc2a4\ub2e5 \ubbf8\uc7a5 \uc804\ub9dd\uc758 \uc138 \uac08\ub798 \uc704\ud5d8(\uce69 \uc218\uc694 \uc7ac\ud3c9\uac00\u00b7\uc911\ub3d9 \uc720\uac00\u00b7\uc5f0\uc900 \ubd88\ud655\uc2e4\uc131)\uc744 \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. 2026.07.08 \ubbf8\uad6d \uc7a5\uc804 \uc2dc\ud669\uc744 \ud568\uaed8 \uc0b4\ud3b4\ubd05\uc2dc\ub2e4.<\/p>\n<div class=\"wcs-carousel\">\n<div class=\"wcs-track\"><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_1-10.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_2-10.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_3-10.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_4-10.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/07\/card_5-10.png\" alt=\"\"\/><\/div>\n<div class=\"wcs-count\">1 \/ 5<\/div>\n<p><button class=\"wcs-prev\" aria-label=\"\uc774\uc804\">\u2039<\/button><button class=\"wcs-next\" aria-label=\"\ub2e4\uc74c\">\u203a<\/button><\/p>\n<div class=\"wcs-dots\"><span><\/span><span><\/span><span><\/span><span><\/span><span><\/span><\/div>\n<\/div>\n<p>\uc791\uc131: 2026-07-08 05:52 PDT (\ud55c\uad6d 7\/8 21:52 KST) \u00b7 \ub300\uc0c1: 7\/8(\uc218) \ubbf8\uad6d\uc7a5<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li>\ubc18\ub3c4\uccb4 \ub418\ud314\ub9bc\uc774 &quot;\ud558\ub8e8 \uc774\ubca4\ud2b8&quot;\uc5d0\uc11c <strong>\uc774\ud2c0\uc9f8 \uc5f0\uc1c4 \uae09\ub77d<\/strong>\uc73c\ub85c \ubc88\uc84c\ub2e4. \uc5b4\uc81c(7\/7) \ub098\uc2a4\ub2e5 <strong>-1.16%<\/strong>, \uc624\ub298 \uc544\uc2dc\uc544\uc5d0\uc11c KOSPI <strong>-5.4%<\/strong>(\uc885\uac00 7,246.79 \u00b7 8,000\uc120 \ud558\ud68c \u00b7 \uac70\ub798 \uc77c\uc2dc\uc815\uc9c0 \ubc1c\ub3d9)\u00b7\ub2db\ucf00\uc774\ub3c4 \uc774\ud2c0\uc9f8 \uc57d\uc138. \uc0bc\uc131 sell-the-fact\uc5d0 \uc774\uc5b4 <strong>DeepSeek \uc790\uccb4 AI\uce69 \uac1c\ubc1c<\/strong> \ubcf4\ub3c4\uac00 &quot;AI \uc218\uc694\uac00 \uacc4\uc18d \ub298\uae4c&quot;\ub77c\ub294 \uc758\uc2ec\uc5d0 \ubd88\uc744 \ubd99\uc778 \uac8c \uacb0\uc815\ud0c0.<\/li>\n<li>\uc5ec\uae30\uc5d0 <strong>\uc911\ub3d9\u767c \uc678\uc0dd \ucda9\uaca9<\/strong>\uc774 \uacb9\ucce4\ub2e4. \ud2b8\ub7fc\ud504\uac00 \uc774\ub780 \ud734\uc804\uc774 &quot;\ub05d\ub0ac\ub2e4&quot;\uace0 \uc120\uc5b8\ud558\uace0 \ubbf8-\uc774\ub780\uc774 \uc0c1\ud638 \ud0c0\uaca9\uc744 \uc8fc\uace0\ubc1b\uc73c\uba74\uc11c \uc720\uac00 \uae09\ub4f1(<strong>Brent +6.1% $78.66, WTI +6.2% $74.79<\/strong>). \ud504\ub9ac\uc7a5 \ub2e4\uc6b0\uc120\ubb3c <strong>\uc57d -600(-1%)<\/strong>, \ub098\uc2a4\ub2e5100\uc120\ubb3c <strong>-1.3%<\/strong>.<\/li>\n<li><strong>\uc624\ub298 \ubc24 \ucd5c\ub300 \uc774\ubca4\ud2b8 = 6\uc6d4 FOMC \uc758\uc0ac\ub85d<\/strong>(\ubbf8 \ub3d9\ubd80 \uc624\ud6c4 2\uc2dc). \ub3c4\ud2b8\ud50c\ub86f \uc81c\ucd9c\uc744 \uac70\ubd80\ud55c <strong>\uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5<\/strong> \uccb4\uc81c\uc758 \uccab \uc815\ucc45 \ubc29\ud5a5 \uc9c0\ub3c4. \uc758\uc7a5\uc774 \uce68\ubb35\ud55c \ub9cc\ud07c, \uc774\ubc88\uc5d4 \uc758\uc0ac\ub85d\uc774 \uc704\uc6d0\ud68c \uc18d\ub0b4\uc758 <em>\uc720\uc77c\ud55c<\/em> \uae30\ub85d\uc774\ub2e4.<\/li>\n<li>\uae08\ub9ac\ub294 <strong>\uc904\ub2e4\ub9ac\uae30.<\/strong> \uc720\uac00 \uae09\ub4f1(\u2192\uc778\ud50c\ub808\u00b7\uae08\ub9ac \uc704)\uacfc \uc9c0\uc815\ud559 \uc548\uc804\uc790\uc0b0 \uc218\uc694(\u2192\uae08\ub9ac \uc544\ub798)\uac00 \uc0c1\uc1c4\ub3fc 10Y <strong>4.50%<\/strong>(2\uc8fc \ucd5c\uace0). \uc720\uac00 \ubc18\ub4f1\uc73c\ub85c <strong>9\uc6d4 \uc778\uc0c1 \ud655\ub960\uc774 \ub418\ub808 ~58%\ub85c \uc0c1\uc2b9<\/strong>(\uc804\uc77c 56%). \ubc29\ud5a5\ubcf4\ub2e4 <em>\uc591\ubc29\ud5a5 \uc555\ub825 \uc790\uccb4<\/em>\uac00 \uc624\ub298\uc758 \uadf8\ub9bc.<\/li>\n<li>\uc5b4\uc81c\uc640 \ub2ec\ub9ac \uc624\ub298\uc740 \uc704\ud5d8\uc774 <strong>\uc138 \uac08\ub798<\/strong>(\uce69 \uc218\uc694 \uc7ac\ud3c9\uac00 + \uc911\ub3d9 \uc720\uac00 + \uc5f0\uc900 \ubd88\ud655\uc2e4\uc131)\ub85c \ub298\uc5c8\ub2e4. \uc9c0\uc218\ubcf4\ub2e4 \ubcc0\ub3d9\uc131\u00b7\uc548\uc804\uc790\uc0b0 \ud750\ub984\uc744 \uba3c\uc800 \ubcfc \uad6c\uac04.<\/li>\n<\/ol>\n<blockquote>\n<p>\uc815\ubcf4 \ub4f1\uae09: <strong>\uc0ac\uc2e4<\/strong> = \ud655\uc778\ub41c \uc218\uce58 \u00b7 <strong>\uad00\uce21<\/strong> = \uc2dc\uc7a5\uc5d0 \uad00\ucc30\ub41c \ud750\ub984 \u00b7 <strong>\ud574\uc11d<\/strong> = \ub098\uc758 \uc2dc\ub098\ub9ac\uc624<\/p>\n<\/blockquote>\n<hr>\n<h2>1. \uc544\uc2dc\uc544\u00b7\uc720\ub7fd + \ubbf8\uad6d \ud504\ub9ac\uc7a5 (7\/8 \uae30\uc900)<\/h2>\n<h3>\uc0ac\uc2e4 \u2014 \uc544\uc2dc\uc544 (7\/8)<\/h3>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ub4f1\ub77d<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KOSPI<\/td>\n<td>7,246.79<\/td>\n<td><strong>-5.4%<\/strong> (\uc885\uac00 8,000\uc120 \ud558\ud68c \u00b7 \uac70\ub798 \uc77c\uc2dc\uc815\uc9c0 \ubc1c\ub3d9)<\/td>\n<\/tr>\n<tr>\n<td>\ub2db\ucf00\uc774225<\/td>\n<td>~68,257 (7\/7)<\/td>\n<td>7\/7 -2.12%, 7\/8\ub3c4 \uce69 \ub9e4\ub3c4 \ud655\uc0b0\uc73c\ub85c \uc57d\uc138<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>2\ucc28 \ud328\ub2c9\uc140. \uc0bc\uc131\uc804\uc790\uac00 \uc7a5\uc911 \ucd5c\ub300 -10%, SK\ud558\uc774\ub2c9\uc2a4\u00b7\ud0a4\uc624\uc2dc\uc544(-11%\ub300)\u00b7\ubb34\ub77c\ud0c0(-10%\ub300) \ub4f1 \uc544\uc2dc\uc544 \ubc18\ub3c4\uccb4\uac00 \uc9c0\uc218\ub97c \ub04c\uc5b4\ub0b4\ub838\ub2e4. \ubc18\ub3c4\uccb4 \uc3e0\ub9bc\uc774 \ud070 \ub450 \uc9c0\uc218\uac00 \ubbf8\uad6d \uce69 \uae09\ub77d\uc744 \uadf8\ub300\ub85c \uc774\uc5b4\ubc1b\uc74c. KOSPI\ub294 8,000\uc120\uc744 \ub0b4\uc8fc\uba70 \uc62c\ud574 \ub2e4\uc2dc \uc11c\ud0b7 \uc131\uaca9\uc758 \uac70\ub798 \uc77c\uc2dc\uc815\uc9c0\ub97c \ucd09\ubc1c.<\/li>\n<\/ul>\n<h3>\uc0ac\uc2e4 \u2014 \uc5b4\uc81c \ubbf8\uad6d \ub9c8\uac10 (7\/7 \uc885\uac00)<\/h3>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ub4f1\ub77d<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>52,925.15<\/td>\n<td>-0.25%<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P500<\/td>\n<td>7,503.85<\/td>\n<td>-0.45%<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5<\/td>\n<td>25,818.69<\/td>\n<td><strong>-1.16%<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc0bc\uc131 \uc2e4\uc801 + <strong>DeepSeek \uc790\uccb4\uce69 \ubcf4\ub3c4<\/strong>\uac00 \ud2b8\ub9ac\uac70. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218(SOX)\u00b7\uba54\ubaa8\ub9ac\uc8fc \uad11\ubc94\uc704 \ud558\ub77d.<\/li>\n<\/ul>\n<h3>\uc0ac\uc2e4 \u2014 \ubbf8\uad6d \ud504\ub9ac\uc7a5 (7\/8)<\/h3>\n<ul>\n<li>\ub2e4\uc6b0\uc120\ubb3c <strong>\uc57d -600(-1%)<\/strong>, S&amp;P500\uc120\ubb3c -0.8%, \ub098\uc2a4\ub2e5100\uc120\ubb3c <strong>-1.3%<\/strong>.<\/li>\n<li>\ud504\ub9ac\uc7a5 \uac1c\ubcc4: \uc5d4\ube44\ub514\uc544 -1.7%, \ud314\ub780\ud2f0\uc5b4 -3.1%, IBM -3.3%, \uc544\ub9c8\uc874 -1.7%, \uc560\ud50c -0.37%.<\/li>\n<li>\ud2b8\ub9ac\uac70: \ud2b8\ub7fc\ud504 &quot;\uc774\ub780 \ud734\uc804 \ub05d\ub0ac\ub2e4&quot; \uc120\uc5b8 + \ubbf8-\uc774\ub780 \uc0c1\ud638 \ud0c0\uaca9(\uc774\ub780 IRGC, \ubc14\ub808\uc778\u00b7\ucfe0\uc6e8\uc774\ud2b8 \ubbf8\uad70 \ud45c\uc801 \ud0c0\uaca9 \uc8fc\uc7a5) \u2192 \uc911\ub3d9 \uae34\uc7a5 \uc7ac\uc810\ud654.<\/li>\n<\/ul>\n<hr>\n<h2>2. \ud83c\udfaf \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uce69 \ub9e4\ub3c4\uc758 &quot;\uc774\uc720&quot;\uac00 \ubc14\ub00c\uc5c8\ub2e4: \ucc28\uc775\uc2e4\ud604 \u2192 \uc218\uc694 \uc7ac\ud3c9\uac00<\/h2>\n<h3>\uc0ac\uc2e4<\/h3>\n<ul>\n<li>\uc5b4\uc81c \uae09\ub77d\uc758 \uc0c8 \ucd09\ub9e4: <strong>DeepSeek(\uc911\uad6d AI \uc2a4\ud0c0\ud2b8\uc5c5)\uc774 \uc5d4\ube44\ub514\uc544\u00b7\ud654\uc6e8\uc774 \uc758\uc874\uc744 \uc904\uc774\ub824 \uc790\uccb4 \ucd94\ub860(inference) \uce69\uc744 \uac1c\ubc1c \uc911<\/strong>\uc774\ub77c\ub294 \ubcf4\ub3c4.<\/li>\n<li>\uc5ec\uae30\uc5d0 <strong>\uba54\ud0c0\uac00 \ub0a8\ub294 \ucef4\ud4e8\ud305 \ud30c\uc6cc\ub97c \uc0c1\uc5c5\ud654(\uc678\ubd80 \ud310\ub9e4) \uac80\ud1a0<\/strong>\ud55c\ub2e4\ub294 \uc18c\uc2dd\uc774 \uacb9\uce68.<\/li>\n<li>\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\u00b7\uba54\ubaa8\ub9ac\uc8fc \uad11\ubc94\uc704 \ud558\ub77d, \uc624\ub298 \uc544\uc2dc\uc544 \ubc18\ub3c4\uccb4(\uc0bc\uc131 \uc7a5\uc911 -10%, \ud0a4\uc624\uc2dc\uc544 -11%\ub300)\ub85c \ud30c\uc7a5 \ud655\uc0b0.<\/li>\n<\/ul>\n<h3>\uad00\uce21<\/h3>\n<ul>\n<li>\uc5b4\uc81c(7\/6)\uae4c\uc9c0\uc758 \uc774\uc57c\uae30\ub294 &quot;\uc0bc\uc131 sell-the-fact = \uc88b\uc740 \uc2e4\uc801\uc5d0 \ucc28\uc775\uc2e4\ud604&quot;\uc774\uc5c8\ub2e4. \ud558\ub8e8 \ub9cc\uc5d0 \uc774\uc57c\uae30\uac00 <strong>&quot;AI \uce69 \uc218\uc694\uac00 \uacc4\uc18d \ub298\uc5b4\ub0a0\uae4c?&quot;<\/strong>\ub85c \uc62e\uaca8\uac14\ub2e4.<\/li>\n<\/ul>\n<h3>\ud574\uc11d \u2014 &quot;\ucc28\uc775\uc2e4\ud604&quot;\uacfc &quot;\uc218\uc694 \uc758\uc2ec&quot;\uc740 \ubb34\uac8c\uac00 \ub2e4\ub974\ub2e4<\/h3>\n<p>\uc5b4\uc81c \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \ub098\ub294 \uc774 \uae09\ub77d\uc744 <em>\ud558\ub8e8\uc9dc\ub9ac sell-the-fact<\/em>\ub85c \ubd24\ub2e4. \uc624\ub298\uc740 \uc131\uaca9\uc774 \ub2ec\ub77c\uc84c\ub2e4. \uc9c4\uaddc\uac00 \uc7a1\uc544\ub458 \uad6c\ubd84\uc774 \uc5ec\uae30 \uc788\ub2e4.<\/p>\n<ul>\n<li><strong>\ucc28\uc775\uc2e4\ud604<\/strong>\uc740 <em>\uac00\uaca9<\/em> \uc774\uc57c\uae30\ub2e4 \u2014 \ub9ce\uc774 \uc62c\ub77c\uc11c \ud310\ub2e4. \uc2dc\uac04\uc774 \uc9c0\ub098\uba74 \ub418\uc0b0\ub2e4.<\/li>\n<li><strong>\uc218\uc694 \uc7ac\ud3c9\uac00<\/strong>\ub294 <em>\uc2a4\ud1a0\ub9ac<\/em> \uc774\uc57c\uae30\ub2e4 \u2014 &quot;AI \uce69\uc774 \uc9c0\uae08 \uae54\ub9b0 \ub9cc\ud07c \uacc4\uc18d \ud544\uc694\ud560\uae4c?&quot;\ub77c\ub294 \uc758\uc2ec. DeepSeek \uc790\uccb4 \ucd94\ub860\uce69\uacfc \uba54\ud0c0\uc758 \uc789\uc5ec \ucef4\ud4e8\ud305 \ud310\ub9e4\uac00 \uadf8 \uc758\uc2ec\uc5d0 <em>\uadfc\uac70<\/em>\ub97c \uc900\ub2e4.<\/li>\n<li>\ubb3c\ub860 \ud558\ub8e8\uc544\uce68\uc5d0 \uae00\ub85c\ubc8c \uce69 \uc218\uc694\uac00 \uaebe\uc774\ub294 \uac74 \uc544\ub2c8\ub2e4 \u2014 DeepSeek \uce69\uc740 <em>\ucd94\ub860\uc6a9 \uc77c\ubd80<\/em>\uc774\uace0, AI \ubaa8\ub378\uc744 \uc0c8\ub85c \ub9cc\ub4dc\ub294 <em>\ud6c8\ub828\uce69<\/em>\uc740 \ubcc4\uac1c\ub2e4. \ud558\uc9c0\ub9cc <em>\uc2dc\uc7a5\uc774 \ub9e4\ub3c4\uc5d0 \ubd99\uc774\ub294 \uc774\uc720\uac00 \ubc14\ub00c\uba74 \ub418\ub3cc\ub9bc\uc758 \uc18d\ub3c4\uc640 \uae4a\uc774\uac00 \ub2ec\ub77c\uc9c4\ub2e4.<\/em> KOSPI\uac00 \uc774\ud2c0\uc9f8 \ubc00\ub9ac\ub2e4 \uc624\ub298 -5.4%\ub85c 8,000\uc120\uc744 \ub0b4\uc900 \ubc30\uacbd\uc774 \uc774\uac83.<\/li>\n<\/ul>\n<blockquote>\n<p>\u26a0\ufe0f \uc885\ubaa9 \ud310\ub2e8\uc740 \uccb4\ub9ac\uc758 \uc601\uc5ed. \uc5ec\uae30\uc120 &quot;\ub9e4\ub3c4\uc758 \uc131\uaca9\uc774 \uc65c \uc911\uc694\ud55c\uac00&quot;\ub77c\ub294 <em>\uc2dc\uc7a5 \uc6d0\ub9ac<\/em>\ub9cc \uc9da\ub294\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. \ud83c\uddfa\ud83c\uddf8 \ubbf8\uad6d \ubcc0\uc218 \u2014 \uc911\ub3d9 \uc720\uac00 \uc1fc\ud06c\uac00 \uacb9\ucce4\ub2e4<\/h2>\n<h3>\uc0ac\uc2e4<\/h3>\n<ul>\n<li>\ud2b8\ub7fc\ud504, \ubbf8\uad6d-\uc774\ub780 \ud734\uc804\uc774 &quot;\ub05d\ub0ac\ub2e4&quot; \uc120\uc5b8 \u2192 \uc911\ub3d9 \uae34\uc7a5 \uc7ac\uc810\ud654. \uc774\ub780 IRGC\ub294 \ubc14\ub808\uc778\u00b7\ucfe0\uc6e8\uc774\ud2b8 \ub0b4 \ubbf8\uad70 \ud45c\uc801 \ud0c0\uaca9 \uc8fc\uc7a5, \ubbf8\uad6d\uc740 \uc774\ub780\uc0b0 \uc6d0\uc720 \uc218\ucd9c \ub77c\uc774\uc120\uc2a4 \ucde8\uc18c\u00b7\uc81c\uc7ac \uc7ac\ubd80\uacfc.<\/li>\n<li>Brent <strong>+6.1% $78.66<\/strong>, WTI <strong>+6.2% $74.79<\/strong> (\ud504\ub9ac\uc7a5). \uc9c0\ub09c\uc8fc \ub20c\ub838\ub358 \uc9c0\uc815\ud559 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ud558\ub8e8 \ub9cc\uc5d0 \uc7ac\uc801\ub9bd.<\/li>\n<li>\u7f8e 10\ub144\ubb3c \uad6d\ucc44 <strong>4.50%<\/strong> (2\uc8fc \ucd5c\uace0) \u2014 \uc720\uac00\u767c \uc778\ud50c\ub808 \uacbd\uacc4 + \uc9c0\uc815\ud559 \uc548\uc804\uc790\uc0b0 \uc218\uc694\uac00 \ub9de\ubb3c\ub9bc. \uc591\ubc29\ud5a5 \uc555\ub825.<\/li>\n<li>\uae08 \uc548\uc804\uc790\uc0b0 \uc218\uc694\ub85c \uc57d <strong>$4,150~4,200<\/strong> \ubd80\uadfc(7\/7 $4,166 \uae30\uc900, \uc9c0\uc815\ud559 \uc7ac\uc810\ud654\ub85c \uc0c1\ubc29 \uc7ac\uac1c).<\/li>\n<\/ul>\n<h3>\ud574\uc11d<\/h3>\n<p>\uc9c0\ub09c\uc8fc \uc720\uac00\ub97c \ub20c\ub800\ub358 \uc7ac\ub8cc(\ud638\ub974\ubb34\uc988 \ud1b5\ud589 \uc815\uc0c1\ud654\u00b7\ubbf8-\uc774\ub780 \uc7a0\uc815 \ud3c9\ud654)\uac00 <strong>\ud558\ub8e8 \ub9cc\uc5d0 \ub4a4\uc9d1\ud614\ub2e4.<\/strong> \uc720\uac00\uac00 \ub2e4\uc2dc \uc704\ub85c \ud280\uba74 \ub450 \uacbd\ub85c\ub85c \uc2dc\uc7a5\uc744 \ub204\ub978\ub2e4: \u2460 \uc778\ud50c\ub808 \uacbd\uacc4 \u2192 \uae08\ub9ac \uc704 \u2192 \uc131\uc7a5\uc8fc \uc555\ubc15, \u2461 \uc9c0\uc815\ud559 \uacf5\ud3ec \u2192 \uc704\ud5d8\ud68c\ud53c. \uc624\ub298\uc740 \uc5ec\uae30\uc5d0 \uce69 \uc57d\uc138\uae4c\uc9c0 3\uc911\uc73c\ub85c \uacb9\uccd0, \uc9c0\uc218 \ub4f1\ub77d\ubcf4\ub2e4 <em>\uc548\uc804\uc790\uc0b0(\ub2ec\ub7ec\u00b7\uae08\u00b7\uad6d\ucc44)\uc73c\ub85c\uc758 \uc3e0\ub9bc \ud06c\uae30<\/em>\uac00 \uc2ec\ub9ac\uc758 \uc628\ub3c4\uacc4\ub2e4.<\/p>\n<hr>\n<h2>4. \ud83c\udf10 \uac70\uc2dc \ubc30\uacbd \u2014 \uc720\uac00\u00b7\uae08\ub9ac\u00b7\uc5f0\uc900 \uc138 \uaf2d\uc9d3\uc810<\/h2>\n<ul>\n<li><strong>\uc720\uac00<\/strong>: \uc911\ub3d9 \uc7ac\uc810\ud654\ub85c WTI $74\u00b7Brent $78. \uc9c0\ub09c\uc8fc \ub20c\ub9bc\uc5d0\uc11c \uae09\ubc18\ub4f1. <em>\ubc29\ud5a5 \uc804\ud658<\/em>\uc774 \uc778\ud50c\ub808\u00b7\uae08\ub9ac \uc2ec\ub9ac\ub97c \uc790\uadf9\ud55c\ub2e4.<\/li>\n<li><strong>\uae08\ub9ac<\/strong>: 10Y 4.50%(2\uc8fc \ucd5c\uace0). \uc720\uac00(\uc704)\uc640 \uc548\uc804\uc790\uc0b0(\uc544\ub798)\uc774 \uc0c1\uc1c4\ub418\ub294 \uac00\uc6b4\ub370, \uc720\uac00 \ubc18\ub4f1\uc73c\ub85c <strong>9\uc6d4 \uc778\uc0c1 \ud655\ub960\uc774 ~58%\ub85c \uc0c1\uc2b9<\/strong>(\uc804\uc77c 56%). Fed\ub294 6\uc6d4(6\/16<del>17) FOMC\uc5d0\uc11c \uae30\uc900\uae08\ub9ac\ub97c **3.50<\/del>3.75%\ub85c \ub3d9\uacb0**\ud558\ub418 \ub9e4\ud30c\uc801 \uae30\uc870.<\/li>\n<li><strong>\uc5f0\uc900<\/strong>: \uc624\ub298 \ubc24 <strong>6\uc6d4 FOMC \uc758\uc0ac\ub85d<\/strong>. \uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5\uc740 \ub3c4\ud2b8\ud50c\ub86f\uc5d0 \uc790\uae30 \uc804\ub9dd\uce58\ub97c \uc81c\ucd9c\ud558\uc9c0 \uc54a\uc544(dot plot \ub3c4\uc785 \uc774\ud6c4 \ucd5c\ucd08), \uc704\uc6d0\ud68c 18\uba85 \uc911 <strong>9\uba85\uc774 \uc5f0\ub0b4 \ucd5c\uc18c 1\ud68c \uc778\uc0c1<\/strong>\u00b78\uba85 \ub3d9\uacb0\u00b71\uba85 \uc778\ud558\ub85c \uac08\ub838\ub2e4. \uc758\uc7a5\uc774 \uce68\ubb35\ud55c \ub9cc\ud07c \uc774\ubc88 \uc758\uc0ac\ub85d\uc774 &quot;9\uc6d4 \uc778\uc0c1&quot; \uc5ec\ubd80\uc5d0 \ub300\ud55c \uc704\uc6d0\ud68c\uc758 <em>\uc720\uc77c\ud55c \uacf5\uc2dd \uae30\ub85d<\/em> \u2014 \uadf8\ub798\uc11c \ud3c9\uc18c\ubcf4\ub2e4 \ubb34\uac81\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>5. \u2705 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc2dc \uccb4\ud06c\ud3ec\uc778\ud2b8 (7\/8 ET)<\/h2>\n<ol>\n<li><strong>\uce69 \ub9e4\ub3c4\uc758 \uc131\uaca9 \ud655\uc778<\/strong> \u2014 \uac1c\uc7a5 \ud6c4 \ubc18\ub3c4\uccb4\uac00 \uc800\uac00\ub9e4\uc218\ub85c \ubc18\ub4f1\ud558\uba74 &quot;\ucc28\uc775\uc2e4\ud604&quot;, \ucd94\uac00 \ud558\ub77d\ud558\uba74 &quot;\uc218\uc694 \uc7ac\ud3c9\uac00&quot;\uac00 \ucee8\uc13c\uc73c\ub85c \uad73\ub294 \uc2e0\ud638.<\/li>\n<li><strong>\uc720\uac00\u00b7\uc5d0\ub108\uc9c0\uc8fc vs \ub098\uba38\uc9c0<\/strong> \u2014 \uc720\uac00 \uae09\ub4f1 \uc218\ud61c(\uc5d0\ub108\uc9c0)\uc640 \ud53c\ud574(\ud56d\uacf5\u00b7\uc18c\ube44\u00b7\uc131\uc7a5\uc8fc)\uac00 \uac08\ub9b0\ub2e4. \uc9c0\uc218 \ubc29\ud5a5\uc740 \uc774 \uc904\ub2e4\ub9ac\uae30 \uacb0\uacfc.<\/li>\n<li><strong>10Y 4.50% \uc704\uc544\ub798<\/strong> \u2014 \uc720\uac00(\uc704)\uc640 \uc548\uc804\uc790\uc0b0(\uc544\ub798) \uc911 \ubb50\uac00 \uc774\uae30\ub294\uc9c0. \uae08\ub9ac\uac00 \ud280\uba74 \uae30\uc220\uc8fc \uc774\uc911 \uc555\ubc15.<\/li>\n<li><strong>\uc624\ud6c4 2\uc2dc(ET) FOMC \uc758\uc0ac\ub85d<\/strong> \u2014 \uc6cc\uc2dc \uccb4\uc81c \uccab \ubc29\ud5a5\ud0c0. &quot;9\uc6d4 \uc778\uc0c1&quot; \ucabd\uc774 \ub69c\ub837\ud558\uba74 \uc704\ud5d8\uc790\uc0b0 \ucd94\uac00 \uc555\ubc15, \uc2e0\uc911\u00b7\uc720\ubcf4\uc801\uc774\uba74 \uc548\ub3c4 \ubc18\ub4f1 \uc5ec\uc9c0.<\/li>\n<\/ol>\n<hr>\n<h2>\ud83d\udcc5 \uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (D-N)<\/h2>\n<ul>\n<li><strong>D-0 (7\/8 \uc218)<\/strong>: 6\uc6d4 FOMC \uc758\uc0ac\ub85d \u2014 \ubbf8 \ub3d9\ubd80 \uc624\ud6c4 2\uc2dc<\/li>\n<li><strong>D+ (\uc774\ubc88 \uc8fc)<\/strong>: 6\uc6d4 CPI \ub4f1 \uc778\ud50c\ub808 \uc9c0\ud45c \u2014 \uc720\uac00 \uae09\ub4f1\uacfc \uacb9\uccd0 \ubbfc\uac10\ub3c4 \uc0c1\uc2b9<\/li>\n<\/ul>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul>\n<li>7\/7 \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc0bc\uc131 \uae09\ub77d\uc744 &quot;\ud558\ub8e8\uc9dc\ub9ac sell-the-fact&quot;\ub85c \uaddc\uc815\ud588\uc73c\ub098, \uc774\ud6c4 DeepSeek \uc790\uccb4\uce69\u00b7\uba54\ud0c0 \uc789\uc5ec\ucef4\ud4e8\ud305 \ubcf4\ub3c4\ub85c \ub9e4\ub3c4 \uc131\uaca9\uc774 &quot;\uc218\uc694 \uc7ac\ud3c9\uac00&quot;\ub85c \ud655\uc7a5\ub428(\u00a72). \uc0ac\ud6c4 \uc218\uc815\uc774 \uc544\ub2c8\ub77c \ud6c4\uc18d \uc804\uac1c\ub85c \ubcf4\uace0.<\/li>\n<\/ul>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li>\uc5b4\uc81c \ubbf8\uad6d \ub9c8\uac10\u00b7\uce69 \uae09\ub77d: <a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-july-7-2026\">TheStreet \u2014 Chip rout continues July 7<\/a>, <a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-sp-500-nasdaq-futures-slip-after-samsung-results-spark-chip-sell-off-223015294.html\">Yahoo Finance \u2014 Semis sell off, oil jumps<\/a><\/li>\n<li>\uc544\uc2dc\uc544 2\ucc28 \uae09\ub77d\u00b7KOSPI -5.4%: <a href=\"https:\/\/www.upi.com\/Top_News\/World-News\/2026\/07\/08\/korea-KOSPI-Korea-Stock-Index-plummet-five-percent-technology-AI-losses\/9711783504191\/\">UPI \u2014 Seoul shares plummet 5.4 pct<\/a>, <a href=\"https:\/\/www.bbntimes.com\/financial\/nikkei-225-tokyo-benchmark-plunges-to-68-257-as-samsung-driven-kospi-rout-spreads-to-japan\">BBN Times \u2014 Nikkei plunges as Kospi rout spreads to Japan<\/a><\/li>\n<li>\ud504\ub9ac\uc7a5\u00b7\uc911\ub3d9 \uc720\uac00\u00b7\uc774\ub780: <a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-july-8-2026\">TheStreet \u2014 Nasdaq futures tumble after Trump says Iran ceasefire over<\/a>, <a href=\"https:\/\/www.nbcnews.com\/business\/business-news\/oil-prices-surge-stocks-tumble-trump-iran-ceasefire-over-hormuz-rcna353446\">NBC News \u2014 Oil surges 6%, stocks tumble<\/a><\/li>\n<li>\uae08\ub9ac\u00b79\uc6d4 \uc778\uc0c1 \ud655\ub960: <a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">Trading Economics \u2014 US 10Y yield<\/a><\/li>\n<li>FOMC \uc758\uc0ac\ub85d\u00b7\uc6cc\uc2dc \ub3c4\ud2b8\ud50c\ub86f: <a href=\"https:\/\/www.techtimes.com\/articles\/319827\/20260707\/fed-minutes-due-wednesday-nine-hawkish-dots-warshs-deliberate-silence.htm\">TechTimes \u2014 Fed minutes due Wednesday, nine hawkish dots, Warsh&#39;s silence<\/a><\/li>\n<li>\uae08 \uc2dc\uc138: <a href=\"https:\/\/finance.yahoo.com\/personal-finance\/investing\/article\/gold-prices-today-tuesday-july-7-2026-hanging-around-4200-123123103.html\">Yahoo Finance \u2014 Gold hanging around $4,200 (July 7)<\/a><\/li>\n<\/ul>\n<blockquote>\n<p>\u26a0\ufe0f \ubcf8 \ub9ac\ud3ec\ud2b8\ub294 \ub9e4\ud06c\ub85c \uc2dc\uc7a5 \ud574\uc11d\u00b7\uad50\uc721 \ubaa9\uc801. \uac1c\ubcc4 \uc885\ubaa9 \ub9e4\uc218\/\ub9e4\ub3c4 \ucd94\ucc9c\uc774 \uc544\ub2c8\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<p><strong>\ud83d\udccc \uc9c0\ub09c \uc2dc\ud669\ub3c4 \ud568\uaed8 \ubcf4\uae30<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/wecansurvive.ca\/?cat=5\">\ubbf8\uad6d \uc7a5\uc804 \uc2dc\ud669 \ubaa8\uc544\ubcf4\uae30<\/a><\/li>\n<li><a href=\"https:\/\/wecansurvive.ca\/?cat=7\">\ud55c\uad6d \uc7a5\uc804 \uc2dc\ud669 \ubaa8\uc544\ubcf4\uae30<\/a><\/li>\n<\/ul>\n<hr>\n<p>\u203b \uc774 \uae00\uc740 \ud22c\uc790 \ud310\ub2e8\uc744 \ub3d5\uae30 \uc704\ud55c \uc2dc\uc7a5 \uad00\ucc30\u00b7\uc815\ub9ac\uc774\uba70, \ud2b9\uc815 \uc885\ubaa9\uc758 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ucd94\ucc9c\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc218\uce58\ub294 \uc791\uc131 \uc2dc\uc810 \uae30\uc900\uc774\uba70 \ucd9c\ucc98\uc5d0 \ub530\ub77c \ucc28\uc774\uac00 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub3c4\uc6c0\uc774 \ub418\uc168\ub2e4\uba74 \uc544\ub798 \uad11\uace0 \ud55c \ubc88 \ub20c\ub7ec\uc8fc\uc2dc\uba74 \ube14\ub85c\uadf8 \uc6b4\uc601\uc5d0 \ud070 \ud798\uc774 \ub429\ub2c8\ub2e4. \ud83d\ude4f<\/p>\n<p><strong>I can survive. We can survive.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uac04\ubc24 \ub274\uc695 \uc99d\uc2dc\ub294 \ub098\uc2a4\ub2e5\uc774 1.16% \ubc00\ub9ac\uba70 \ubc18\ub3c4\uccb4 \ub9e4\ub3c4\uac00 \uc774\ud2c0\uc9f8 \uc774\uc5b4\uc84c\uace0, \uc624\ub298 \uc544\uc2dc\uc544\uc5d0\uc11c \ucf54\uc2a4\ud53c\ub294 \ubb34\ub824 5.4% \uae09\ub77d\ud55c 7,246.79\ub85c \ub9c8\uac10(\uac70\ub798 \uc77c\uc2dc\uc815\uc9c0 \ubc1c\ub3d9\u00b78,000\uc120 \ud558\ud68c)\ud558\uba70 \ubbf8\uad6d \uc99d\uc2dc \uac1c\uc7a5\uc744 \uc55e\ub450\uace0 AI\u00b7\ubc18\ub3c4\uccb4 \uac70\ub798\uc5d0 \ub300\ud55c \uc7ac\ud3c9\uac00 \uacf5\ud3ec\ub97c \uadf8\ub300\ub85c \ub4dc\ub7ec\ub0c8\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc774\ub780 \ud734\uc804\uc744 &quot;\ub05d\ub0ac\ub2e4&quot;\uace0 \uc120\uc5b8\ud558\uba74\uc11c \uad6d\uc81c\uc720\uac00\uac00 6% \ub118\uac8c \uae09\ub4f1, \ub2e4\uc6b0\uc120\ubb3c\uc774 \uc57d 600\ud3ec\uc778\ud2b8(-1%) \ubc00\ub9ac\ub294 \uc911\ub3d9\u767c \uc678\uc0dd \ucda9\uaca9\uae4c\uc9c0 \uacb9\ucce4\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ubc24 \ubbf8\uad6d \uc99d\uc2dc\uc758&#8230;<\/p>\n","protected":false},"author":1,"featured_media":278,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[5],"tags":[19,18,17,20,23,22,21,24],"class_list":["post-283","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-5","tag-sp500","tag-18","tag-17","tag-20","tag-23","tag-22","tag-21","tag-24"],"_links":{"self":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=283"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/283\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/278"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}