{"id":30,"date":"2026-06-05T08:03:05","date_gmt":"2026-06-05T08:03:05","guid":{"rendered":"http:\/\/40.233.122.247\/?p=30"},"modified":"2026-06-05T08:03:05","modified_gmt":"2026-06-05T08:03:05","slug":"2026-06-04-%eb%af%b8%ea%b5%ad%ec%9e%a5-%ea%b0%9c%ec%9e%a5-%ec%a0%84-%ec%8b%9c%ec%9e%a5-%eb%b8%8c%eb%a6%ac%ed%95%91-%ec%98%a4%eb%8a%98-%ec%9d%b4%ea%b2%83%eb%a7%8c-%eb%b3%b4%eb%a9%b4-%eb%90%a9","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=30","title":{"rendered":"2026.06.04 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804 \uc2dc\uc7a5 \ube0c\ub9ac\ud551 \u2014 \uc624\ub298 \uc774\uac83\ub9cc \ubcf4\uba74 \ub429\ub2c8\ub2e4"},"content":{"rendered":"<p>                <!-- inventory --><\/p>\n<div><\/div>\n<p>                    <!-- System - START --><\/p>\n<p>        <!-- System - END --><\/p>\n<div class=\"tt_article_useless_p_margin contents_style\">\n<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804\uc5d0 \ud55c\uad6d&middot;\uc544\uc2dc\uc544 \ub9c8\uac10\uacfc \uc720\ub7fd&middot;\ubbf8\uad6d \ud504\ub9ac\uc7a5 \ud750\ub984, \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \ud3ec\uc778\ud2b8\ub97c \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uba3c\uc800 \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4. \uc790\uc138\ud55c \ud574\uc124\uc740 \uce74\ub4dc \uc544\ub798\uc5d0 \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<div class=\"wcs-carousel\">\n<div class=\"wcs-track\"><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/70440cd30ca038a3.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/a00ef81abca7a210.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/13b9421fccab5793.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/7dfd21d0f3a09a12.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/migrated\/0ef750f7b183ecc7.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<h2>\u26a1 TL;DR<\/h2>\n<ol style=\"list-style-type: decimal;\">\n<li><b>(\uc0ac\uc2e4)<\/b> 6\/2 \uc0ac\uc0c1 \uccab S&amp;P 7,600 \ub3cc\ud30c \ub2e4\uc74c \ub0a0\uc778 6\/3, 3\ub300 \uc9c0\uc218 \uc77c\uc81c\ud788 \ud558\ub77d \ub9c8\uac10 &mdash; S&amp;P 7,553.68 <b>-0.74%<\/b>, \ub098\uc2a4\ub2e5 26,853.98 <b>-0.89%<\/b>, \ub2e4\uc6b0 50,687.07 <b>-1.21%<\/b>. \uc2e0\uace0\uac00 \ub7a0\ub9ac\uc5d0 \uc81c\ub3d9.<\/li>\n<li><b>(\uc0ac\uc2e4)<\/b> \uc81c\ub3d9\uc744 \uac74 \uac74 \uc911\ub3d9 &mdash; \uc774\ub780\uc774 \ucfe0\uc6e8\uc774\ud2b8&middot;\ubc14\ub808\uc778\uc5d0 \ubbf8\uc0ac\uc77c&middot;\ub4dc\ub860 \ubc1c\uc0ac(\ucfe0\uc6e8\uc774\ud2b8 \uacf5\ud56d \ud53c\uaca9, 1\uba85 \uc0ac\ub9dd). WTI 3\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9 <b>95.9\ub2ec\ub7ec(+2.3%)<\/b>, $100 \uc7ac\uc811\uadfc. 10Y \uae08\ub9ac **4.48%**\ub85c \uc0c1\uc2b9(+0.81%).<\/li>\n<li><b>(\uc0ac\uc2e4)<\/b> \uc7a5 \ub9c8\uac10 \ud6c4 <b>\ube0c\ub85c\ub4dc\ucef4(AVGO)<\/b> \uc2e4\uc801 &mdash; \ub9e4\ucd9c $22.2B(+48%), AI \ubc18\ub3c4\uccb4 $10.8B(<b>+143%<\/b>), Q3 AI \uac00\uc774\ub358\uc2a4 $16B(+200% \uc774\uc0c1)\ub85c <i>\uae30\ub85d\uc801<\/i>. \uadf8\ub7f0\ub370 \uc2dc\uac04\uc678 <b>-7.6%<\/b>. \uc624\ub298 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5\uc758 1\ubc88 \ubcc0\uc218.<\/li>\n<li><b>(\ud574\uc11d)<\/b> &#8220;\uc5ed\ub300\uae09 \uc22b\uc790\uc5d0\ub3c4 \uc8fc\uac00 \ud558\ub77d&#8221; = AI \ud2b8\ub808\uc774\ub4dc\uac00 <i>\uc644\ubcbd\ud55c \uc22b\uc790<\/i>\uc870\ucc28 \uc774\ubbf8 \uac00\uaca9\uc5d0 \ubc18\uc601\ud574\ub480\ub2e4\ub294 \uc2e0\ud638. \uc624\ub298 \ubc18\ub3c4\uccb4 \uc139\ud130(SOX)\uac00 \uc774 \ucda9\uaca9\uc744 \uc5b4\ub5bb\uac8c \uc18c\ud654\ud558\ub294\uc9c0\uac00 \ub2e8\uae30 \uc2dc\uc7a5 \uccb4\ub825\uc758 \uc2dc\uae08\uc11d.<\/li>\n<li><b>(\uc0ac\uc2e4)<\/b> \uc774\ubc88 \uc8fc\ub294 <i>\uace0\uc6a9 \uc8fc\uac04<\/i>. 5\uc6d4 \ube44\ub18d\uc5c5\uace0\uc6a9(NFP) <b>6\/5(\uae08) \uac1c\uc7a5 \uc804<\/b> \ubc1c\ud45c &mdash; \ucee8\uc13c +75K(4\uac1c\uc6d4 \uc774\ud3c9 +55K). 6\/16~17 \uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5 \uccab FOMC(\uc810\ub3c4\ud45c \ub3d9\ubc18), \uc2dc\uc7a5\uc740 \ub3d9\uacb0 ~97% \ubc18\uc601.<\/li>\n<\/ol>\n<hr \/>\n<h2>1. \ubbf8\uad6d&middot;\uae00\ub85c\ubc8c \ub9c8\uac10 \uc815\ub9ac (6\/3 ET \ub9c8\uac10)<\/h2>\n<h3>\ubbf8\uad6d \uc9c0\uc218 (\uc0ac\uc2e4)<\/h3>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\uc218<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ub4f1\ub77d<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>S&amp;P 500<\/td>\n<td>7,553.68<\/td>\n<td><b>-0.74%<\/b><\/td>\n<td>6\/2 \uc0ac\uc0c1 \uccab 7,600 \ub3cc\ud30c(7,609.78) \ud6c4 \ubc18\ub77d<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc885\ud569<\/td>\n<td>26,853.98<\/td>\n<td><b>-0.89%<\/b><\/td>\n<td>&nbsp;<\/td>\n<\/tr>\n<tr>\n<td>\ub2e4\uc6b0<\/td>\n<td>50,687.07<\/td>\n<td><b>-1.21%<\/b><\/td>\n<td>\ub099\ud3ed \uac00\uc7a5 \ud07c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\uc138 \uc9c0\uc218 \ubaa8\ub450 \uc804\uc77c(6\/2) \ub3d9\ubc18 \uc0ac\uc0c1 \ucd5c\uace0 \ub9c8\uac10 \uc9c1\ud6c4 \ud558\ub77d. \uc2e0\uace0\uac00 \uac31\uc2e0 \ud589\uc9c4\uc774 \uc911\ub3d9 \ub9ac\uc2a4\ud06c\ub85c \uc77c\ub2e8 \uba48\ucda4.<\/p>\n<h3>\uae08\ub9ac&middot;\ub2ec\ub7ec&middot;\uc6d0\uc790\uc7ac&middot;\ubcc0\ub3d9\uc131 (\uc0ac\uc2e4)<\/h3>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc218\uce58<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u7f8e 10Y \uad6d\ucc44<\/td>\n<td><b>4.48%<\/b> (+0.81%)<\/td>\n<td>\uc720\uac00&rarr;\uc778\ud50c\ub808 \uacbd\uacc4\ub85c \uc0c1\uc2b9<\/td>\n<\/tr>\n<tr>\n<td>DXY \ub2ec\ub7ec\uc9c0\uc218<\/td>\n<td>~99.2<\/td>\n<td>&nbsp;<\/td>\n<\/tr>\n<tr>\n<td>WTI \uc720\uac00<\/td>\n<td><b>95.91<\/b> (+2.29%)<\/td>\n<td>3\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9, $100 \uc7ac\uc811\uadfc<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td><b>$4,500 \ud558\ud68c<\/b><\/td>\n<td>\uac15\ud55c \uace0\uc6a9\uc9c0\ud45c&middot;higher-for-longer\ub85c \ud558\ub77d<\/td>\n<\/tr>\n<tr>\n<td>VIX<\/td>\n<td><b>16.07<\/b> (+1.90%)<\/td>\n<td>\uc0c1\uc2b9\ud588\uc73c\ub098 \uc808\ub300 \ub808\ubca8\uc740 \uc5ec\uc804\ud788 \ub0ae\uc74c<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td><b>1,527~1,531<\/b><\/td>\n<td>\uc6d0\ud654 \uc57d\uc138(+0.67%), 1,530\uc120 \ubd80\uadfc<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>\uc544\uc2dc\uc544 \ub9c8\uac10 (6\/3 \ud604\uc9c0 \ub9c8\uac10, \uc0ac\uc2e4)<\/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>\ub2db\ucf00\uc774225<\/td>\n<td>66,734.24<\/td>\n<td>-0.3%<\/td>\n<\/tr>\n<tr>\n<td>\ucf54\uc2a4\ud53c<\/td>\n<td>8,801.49<\/td>\n<td>-0.15%<\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>&mdash;<\/td>\n<td>+2.41%<\/td>\n<\/tr>\n<tr>\n<td>CSI300<\/td>\n<td>4,914.56<\/td>\n<td>+1.45%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\uc911\ud654\uad8c\uc740 \uac15\uc138, \ud55c&middot;\uc77c\uc740 \uc18c\ud3ed \uc57d\uc138\ub85c \uc5c7\uac08\ub9bc. (\ubc34\ucfe0\ubc84 \uc0c8\ubcbd \uc2dc\uc810 \uae30\uc900 6\/3 \uc544\uc2dc\uc544 \ub9c8\uac10 \ub370\uc774\ud130)<\/p>\n<hr \/>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \ud55c \uac00\uc9c0 &mdash; \ube0c\ub85c\ub4dc\ucef4: &#8220;\uc644\ubcbd\ud55c \uc22b\uc790&#8221;\uc5d0\ub3c4 -7.6%<\/h2>\n<p><b>(\uc0ac\uc2e4)<\/b> \ube0c\ub85c\ub4dc\ucef4(AVGO)\uc774 6\/3 \ubbf8\uad6d\uc7a5 \ub9c8\uac10 \ud6c4 FY2026 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c.<\/p>\n<ul style=\"list-style-type: disc;\">\n<li>\ub9e4\ucd9c <b>$22.2B (+48% YoY)<\/b> &mdash; \uae30\ub85d<\/li>\n<li>AI \ubc18\ub3c4\uccb4 \ub9e4\ucd9c <b>$10.8B (+143% YoY)<\/b> &mdash; \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 49%<\/li>\n<li>\uc870\uc815 EPS <b>$2.44 (+54%)<\/b><\/li>\n<li>Q3 AI \ubc18\ub3c4\uccb4 \uac00\uc774\ub358\uc2a4 <b>\uc57d $16B (+200% \uc774\uc0c1)<\/b> &mdash; \uc5ed\uc2dc \uae30\ub85d\uc801 \uc804\ub9dd<\/li>\n<\/ul>\n<p><b>(\uc0ac\uc2e4)<\/b> \uadf8\ub7fc\uc5d0\ub3c4 \uc2dc\uac04\uc678 \uc8fc\uac00 <b>\uc57d -7.6%<\/b>. \uc774\uc720\ub85c \uc9c0\ubaa9\ub418\ub294 \uac74 \u2460 \uac00\uc774\ub358\uc2a4\uac00 \uc77c\ubd80 \ucee8\uc13c\uc740 \uc0c1\ud68c\ud588\uc73c\ub098 <i>AI \ud22c\uc790\uc790\ub4e4\uc774 \uae30\ub300\ud558\ub358 \ube14\ub85c\uc6b0\uc544\uc6c3\uc5d4 \ubabb \ubbf8\uce68<\/i>, \u2461 \uc778\ud504\ub77c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub9e4\ucd9c\uc774 \uc2dc\uc7a5\uc758 \ub192\uc740 \uae30\ub300(whisper)\uc5d0 \uc0b4\uc9dd \ubabb \ubbf8\uce68.<\/p>\n<p><b>(\ud574\uc11d)<\/b> \uc774\uac8c \uc624\ub298 \ud575\uc2ec\uc778 \uc774\uc720 &mdash; \uc22b\uc790 \uc790\uccb4\ub294 \ud760\uc7a1\uc744 \ub370\uac00 \uc5c6\ub2e4. AI \ubc18\ub3c4\uccb4\uac00 143% \uc131\uc7a5\ud558\uace0 \ub2e4\uc74c \ubd84\uae30 200% \uc774\uc0c1\uc744 \uac00\uc774\ub358\uc2a4\ub85c \uc81c\uc2dc\ud558\ub294 \ud68c\uc0ac\uac00 7% \ub118\uac8c \ube60\uc9c4\ub2e4\ub294 \uac74, <i>\uae30\ub300\uce58\uac00 \uc774\ubbf8 \uadf8\ub9cc\ud07c \ub192\uc544\uc838 \uc788\ub2e4\ub294 \ub73b<\/i>\uc774\ub2e4. &#8220;\uc88b\uc740 \uc2e4\uc801 = \uc8fc\uac00 \uc0c1\uc2b9&#8221;\uc774 \ub354 \uc774\uc0c1 \uc790\ub3d9\uc73c\ub85c \uc131\ub9bd\ud558\uc9c0 \uc54a\ub294 \uad6d\uba74. \uc2e0\uace0\uac00 \uc9c1\ud6c4\ub77c \ucc28\uc775\uc2e4\ud604 \ube4c\ubbf8\ub85c\ub3c4 \uc791\uc6a9. \uc624\ub298 SOX(\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218)\uc640 \uc5d4\ube44\ub514\uc544 \ub4f1 AI \ub300\uc7a5\uc8fc\ub4e4\uc774 \uc774 \ucda9\uaca9\uc744 <i>\ud558\ub8e8 \ub9cc\uc5d0 \uc18c\ud654\ud558\ub294\uc9c0, \uba70\uce60 \ub044\ub294\uc9c0<\/i>\uac00 \ub2e8\uae30 \uc2dc\uc7a5 \uccb4\ub825\uc758 \uc2dc\uae08\uc11d\uc774\ub2e4.<\/p>\n<blockquote>\n<p>\u203b \uc885\ubaa9 \ub9e4\ub9e4 \ud310\ub2e8(\ubcf4\uc720&middot;\ube44\uc911)\uc740 \uccb4\ub9ac\uc758 \uc601\uc5ed. \uc5ec\uae30\uc11c\ub294 <i>\uc2dc\uc7a5 \uc2e0\ud638<\/i>\ub85c\ub9cc \uc77d\ub294\ub2e4.<\/p>\n<\/blockquote>\n<hr \/>\n<h2>3. \ubbf8\uad6d \ubcc0\uc218 &mdash; \uc911\ub3d9 \ub9ac\uc2a4\ud06c + \uace0\uc6a9 \uc8fc\uac04 (PDT \uae30\uc900)<\/h2>\n<h3>\ubcc0\uc218 \u2460 \uc774\ub780-\uac78\ud504 \uae34\uc7a5 \uc7ac\uc810\ud654 (\uc0ac\uc2e4)<\/h3>\n<ul style=\"list-style-type: disc;\">\n<li>6\/3 \uc774\ub780 \ud601\uba85\uc218\ube44\ub300\uac00 \ucfe0\uc6e8\uc774\ud2b8&middot;\ubc14\ub808\uc778\uc5d0 \ubbf8\uc0ac\uc77c&middot;\ub4dc\ub860 \ubc1c\uc0ac. \ucfe0\uc6e8\uc774\ud2b8 \uad6d\uc81c\uacf5\ud56d \ud130\ubbf8\ub110 \ud53c\uaca9, 1\uba85 \uc0ac\ub9dd&middot;60\uc5ec \uba85 \ubd80\uc0c1. \uc77c\ubd80 \ubbf8\uc0ac\uc77c\uc740 \u7f8e&middot;\ubc14\ub808\uc778 \ubc29\uacf5\ub9dd\uc5d0 \uc694\uaca9\ub418\uac70\ub098 \ub3c4\uc911\uc5d0 \ucd94\ub77d.<\/li>\n<li>\uc9c1\uc804 \u7f8e\uad70\uc740 \uc774\ub780 \ucf00\uc298\uc12c(Qeshm) \ud1b5\uc2e0\ud0d1 \ud0c0\uaca9.<\/li>\n<li>2\uc6d4 \ub9d0 \uc2dc\uc791\ub41c \ucda9\ub3cc\uc774 100\uc77c\uc9f8 \uc811\uadfc. 4\/8 \ud734\uc804 \uc774\ud6c4 \uc7a6\uc544\ub4e4\uc5c8\ub358 \uad50\uc804\uc774 \uc7ac\uc810\ud654 \uc870\uc9d0.<\/li>\n<li><b>(\ud574\uc11d)<\/b> \ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 3\uac1c\uc6d4 \ub118\uac8c \uc0ac\uc2e4\uc0c1 \ubd09\uc1c4 \uc0c1\ud0dc &rarr; \uc720\uac00 $100 \uc7ac\uc811\uadfc\uc758 \uad6c\uc870\uc801 \ubc30\uacbd. \uc720\uac00\uac00 \uc624\ub974\uba74 \uc778\ud50c\ub808 \uacbd\uacc4 &rarr; \uae08\ub9ac \uc0c1\uc2b9 &rarr; \ubc38\ub958\uc5d0\uc774\uc158 \ub192\uc740 \uc131\uc7a5\uc8fc\uc5d0 \uc5ed\ud48d. \uc624\ub298 \uc2dc\uc7a5\uc774 <i>\uc9c0\uc815\ud559 \ud5e4\ub4dc\ub77c\uc778 \ud55c \uc904<\/i>\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud560 \uc218 \uc788\ub294 \ud658\uacbd.<\/li>\n<\/ul>\n<h3>\ubcc0\uc218 \u2461 \uace0\uc6a9 \uc8fc\uac04 &mdash; NFP D-1 (\uc0ac\uc2e4)<\/h3>\n<ul style=\"list-style-type: disc;\">\n<li>5\uc6d4 \ube44\ub18d\uc5c5\uace0\uc6a9(NFP) <b>6\/5(\uae08) \uac1c\uc7a5 \uc804<\/b> \ubc1c\ud45c. \ucee8\uc13c <b>+75K<\/b>(Barclays), \uc5f0\uc900\uc774 \uc8fc\uc2dc\ud558\ub294 4\uac1c\uc6d4 \uc774\ub3d9\ud3c9\uade0 <b>+55K<\/b> \uc804\ub9dd.<\/li>\n<li>JOLTS(4\uc6d4 \uad6c\uc778), \uc8fc\uac04 \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\ub3c4 \uc774\ubc88 \uc8fc.<\/li>\n<li><b>(\uad00\uce21)<\/b> \uae08\uc774 &#8220;\uac15\ud55c \uace0\uc6a9\uc9c0\ud45c&#8221;\uc5d0 \ube60\uc84c\ub2e4\ub294 \uac74 \uc2dc\uc7a5\uc774 <i>\ub178\ub3d9\uc2dc\uc7a5 \uacac\uc870 &rarr; \uc5f0\uc900 \uc778\ud558 \uc9c0\uc5f0<\/i>\uc73c\ub85c \ud574\uc11d \uc911\uc774\ub77c\ub294 \ub73b. NFP\uac00 \ucee8\uc13c\uc744 \ud06c\uac8c \uc6c3\ub3cc\uba74 \uae08\ub9ac \ucd94\uac00 \uc0c1\uc2b9&middot;\uc131\uc7a5\uc8fc \uc555\ubc15, \ud06c\uac8c \ubc11\ub3cc\uba74 \uc778\ud558 \uae30\ub300 \ubd80\ud65c\ub85c \ubc18\ub300 \ubc18\uc751 \uac00\ub2a5.<\/li>\n<\/ul>\n<hr \/>\n<h2>4. \uac70\uc2dc \ubc30\uacbd &mdash; \uc5f0\uc900 \uc804\ud658\uae30 &middot; \uc720\uac00 &middot; \ub2ec\ub7ec<\/h2>\n<ul style=\"list-style-type: disc;\">\n<li><b>(\uc0ac\uc2e4) \uc5f0\uc900<\/b>: \ucf00\ube48 \uc6cc\uc2dc \uc2e0\uc784 \uc758\uc7a5 \uccb4\uc81c. <b>\uccab FOMC 6\/16~17<\/b>(\uc810\ub3c4\ud45c&middot;\uae30\uc790\ud68c\uacac \ub3d9\ubc18). \uc2dc\uc7a5\uc740 \ub3d9\uacb0 \ud655\ub960 <b>~97%<\/b> \ubc18\uc601. \uc815\ucc45\uae08\ub9ac <b>3.50~3.75%<\/b>. \uc778\ud50c\ub808\uac00 2% \ubaa9\ud45c \uc704\uc5d0 \ub048\uc801\ud558\uac8c \uba38\ubb34\ub294 \uac8c \uc778\ud558 \ubc1c\ubaa9.\n<ul style=\"list-style-type: disc;\">\n<li><b>(\ud574\uc11d)<\/b> \ud2b8\ub7fc\ud504\ub294 \uc778\ud558\ub97c \uc6d0\ud558\uc9c0\ub9cc, \uc9c1\uc804 \ud68c\uc758\uc5d0\uc11c 11\uba85\uc758 \ub2e4\ub978 \uc704\uc6d0\uc774 \ub3d9\uacb0(\uc77c\ubd80\ub294 \uc778\uc0c1\uae4c\uc9c0) \uc120\ud638. \uc6cc\uc2dc\uac00 &#8220;AI \uc0dd\uc0b0\uc131 \ud5a5\uc0c1\uc774 \uc778\ud558 \uc5ec\uac74\uc744 \ub9cc\ub4e4 \uc218 \uc788\ub2e4&#8221;\uace0 \uc2dc\uc0ac\ud588\uc5b4\ub3c4, <i>\uccab \ud68c\uc758\uc5d0\uc11c \uae5c\uc9dd \uc778\ud558\ub294 \uc0ac\uc2e4\uc0c1 \ubc30\uc81c<\/i>\uac00 \ucee8\uc13c. 6\/17\uc774 \uccab \uc2dc\ud5d8\ub300.<\/li>\n<\/ul>\n<\/li>\n<li><b>(\uc0ac\uc2e4) \uc720\uac00&middot;\uc778\ud50c\ub808<\/b>: WTI 95.9\ub2ec\ub7ec, $100 \uc7ac\uc811\uadfc. \uc720\uac00 \uc0c1\uc2b9\uc774 10Y \uae08\ub9ac(4.48%)\ub97c \ub04c\uc5b4\uc62c\ub9ac\ub294 \uacbd\ub85c\uac00 \ub2e4\uc2dc \uc791\ub3d9.<\/li>\n<li><b>(\uc0ac\uc2e4) \ub2ec\ub7ec&middot;\uae08<\/b>: DXY ~99.2, \uc6d0\/\ub2ec\ub7ec 1,530\uc120. \uae08\uc740 $4,500 \ud558\ud68c &mdash; \uc2e4\uc9c8\uae08\ub9ac \uc0c1\uc2b9 \uc555\ub825\uc774 \uae08\uc5d0 \ub2e8\uae30 \uc5ed\ud48d.<\/li>\n<li><b>(\ud574\uc11d)<\/b> \uc138 \ubcc0\uc218\uac00 \ud55c \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a8\ub2e4 &mdash; <i>\uc720\uac00&uarr; &rarr; \uc778\ud50c\ub808 \uacbd\uacc4&uarr; &rarr; \uae08\ub9ac&uarr; &rarr; \uace0\ubc38\ub958 \uc131\uc7a5\uc8fc \uc5ed\ud48d<\/i>. \uc5ec\uae30\uc5d0 \ube0c\ub85c\ub4dc\ucef4 \uc1fc\ud06c\uac00 \uacb9\uce5c \uac8c \uc624\ub298 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5\uc758 \ud070 \uadf8\ub9bc.<\/li>\n<\/ul>\n<hr \/>\n<h2>5. \ub2e4\uc74c \uc7a5 (6\/4 \ubbf8\uad6d\uc7a5) \ud504\ub9ac\ubdf0 &mdash; \uccb4\ud06c\ud3ec\uc778\ud2b8<\/h2>\n<p>\uac1c\uc7a5(09:30 ET = \ubc34\ucfe0\ubc84 06:30 PDT) \uc2dc \ubd10\uc57c \ud560 \uac83:<\/p>\n<ol style=\"list-style-type: decimal;\">\n<li><b>\ube0c\ub85c\ub4dc\ucef4 \ud6c4\ud3ed\ud48d &amp; SOX<\/b> &mdash; AVGO -7.6% \uc2dc\uac04\uc678\uac00 \uc815\uaddc\uc7a5\uc5d0\uc11c \uc5b4\ub290 \uc815\ub3c4 \ud68c\ubcf5\/\ud655\ub300\ub418\ub294\uc9c0, \uc5d4\ube44\ub514\uc544 \ub4f1 AI \ub300\uc7a5\uc8fc \ub3d9\ubc18 \uc57d\uc138 \uc5ec\ubd80. AI \ud2b8\ub808\uc774\ub4dc \uccb4\ub825\uc758 1\ucc28 \uc2dc\uadf8\ub110.<\/li>\n<li><b>\uc720\uac00 &amp; \uc911\ub3d9 \ud5e4\ub4dc\ub77c\uc778<\/b> &mdash; WTI $100 \ub3cc\ud30c \uc5ec\ubd80, \ud638\ub974\ubb34\uc988&middot;\uac78\ud504 \ucd94\uac00 \ub274\uc2a4. \uc720\uac00\uac00 \uc624\ub974\uba74 \uae08\ub9ac&middot;\uc131\uc7a5\uc8fc\uc5d0 \uc5f0\uc1c4 \uc555\ubc15.<\/li>\n<li><b>10Y \uae08\ub9ac 4.5% \uc120<\/b> &mdash; 4.48%\uc5d0\uc11c \ucd94\uac00 \uc0c1\uc2b9\ud574 4.5%\ub97c \ub118\uc73c\uba74 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4 \uac00\uc911. \uae08\ub9ac&middot;\ub2ec\ub7ec \ubc29\ud5a5 \ub3d9\uc2dc \ud655\uc778.<\/li>\n<li><b>NFP D-1 \ud3ec\uc9c0\uc154\ub2dd<\/b> &mdash; 6\/5 \uace0\uc6a9\uc9c0\ud45c\ub97c \uc55e\ub454 \uad00\ub9dd&middot;\uacbd\uacc4 \uc2ec\ub9ac. VIX(16)\uac00 \ub354 \uc624\ub974\ub294\uc9c0, \ubc29\uc5b4\uc801 \ud750\ub984\uc774 \ub098\uc624\ub294\uc9c0.<\/li>\n<\/ol>\n<hr \/>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<ul style=\"list-style-type: disc;\">\n<li>\uc5c6\uc74c. (\uc9c1\uc804 \ub9ac\ud3ec\ud2b8 \ub300\ube44 \uc815\uc815 \uc5c6\uc74c)<\/li>\n<\/ul>\n<hr \/>\n<h2>Sources<\/h2>\n<ul style=\"list-style-type: disc;\">\n<li><a href=\"https:\/\/www.thestreet.com\/stock-market-today\/stock-market-today-dow-jones-sp-500-nasdaq-updates-june-03-2026\">TheStreet &mdash; Stock Market Today June 3, 2026<\/a><\/li>\n<li><a href=\"https:\/\/www.fool.com\/coverage\/stock-market-today\/2026\/06\/02\/stock-market-today-june-2-chipmakers-drive-s-and-p-500-to-another-record-close\/\">The Motley Fool &mdash; Stock Market Today, June 2 (record close)<\/a><\/li>\n<li><a href=\"https:\/\/www.fool.com\/investing\/2026\/06\/03\/broadcom-s-ai-revenue-just-soared-143-so-why-is-the-stock-falling\/\">The Motley Fool &mdash; Broadcom&#8217;s AI Revenue Soared 143%, Why Is the Stock Falling?<\/a><\/li>\n<li><a href=\"https:\/\/investors.broadcom.com\/news-releases\/news-release-details\/broadcom-inc-announces-second-quarter-fiscal-year-2026-financial\">Broadcom IR &mdash; Q2 FY2026 Results<\/a><\/li>\n<li><a href=\"https:\/\/www.aljazeera.com\/news\/2026\/6\/3\/iran-kuwait-bahrain-hit-is-the-war-in-the-gulf-escalating-again\">Al Jazeera &mdash; Iran, Kuwait, Bahrain hit: Is the Gulf war escalating again?<\/a><\/li>\n<li><a href=\"https:\/\/www.democracynow.org\/2026\/6\/3\/headlines\/iran_launches_missiles_and_drones_at_kuwait_and_bahrain_in_retaliation_for_us_attacks\">Democracy Now &mdash; Iran launches missiles at Kuwait and Bahrain<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/commodity\/crude-oil\">Trading Economics &mdash; Crude Oil<\/a><\/li>\n<li><a href=\"https:\/\/tradingeconomics.com\/united-states\/government-bond-yield\">Trading Economics &mdash; US 10-Year Bond Yield<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/06\/03\/asia-markets-today-nikkei-kospi-hang-seng-sensex-iran-oil.html\">CNBC &mdash; Asia markets today June 3, 2026<\/a><\/li>\n<li><a href=\"https:\/\/www.kiplinger.com\/investing\/economy\/this-weeks-economic-calendar\">Kiplinger &mdash; Economic Calendar (June 1-5)<\/a><\/li>\n<li><a href=\"https:\/\/www.chase.com\/personal\/investments\/learning-and-insights\/article\/kevin-warsh-is-the-new-chair-of-the-federal-reserve\">Chase &mdash; Kevin Warsh is the New Fed Chair<\/a><\/li>\n<li><a href=\"https:\/\/fortune.com\/2026\/05\/22\/strait-hormuz-markets-toll-question-balance-sheet-warsh\/\">Fortune &mdash; Wall Street has written off a cut at Warsh&#8217;s first meeting<\/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&middot;\uc815\ub9ac\uc774\uba70, \ud2b9\uc815 \uc885\ubaa9\uc758 \ub9e4\uc218&middot;\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><b>I can survive. We can survive.<\/b><\/p>\n<\/div>\n<p>                    <!-- System - START --><\/p>\n<p>        <!-- System - END --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc548\ub155\ud558\uc138\uc694, \uce94\uc11c\ubc29\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \uc804\uc5d0 \ud55c\uad6d&middot;\uc544\uc2dc\uc544 \ub9c8\uac10\uacfc \uc720\ub7fd&middot;\ubbf8\uad6d \ud504\ub9ac\uc7a5 \ud750\ub984, \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \ud3ec\uc778\ud2b8\ub97c \uce74\ub4dc 5\uc7a5\uc73c\ub85c \uba3c\uc800 \uc815\ub9ac\ud588\uc2b5\ub2c8\ub2e4. \uc790\uc138\ud55c \ud574\uc124\uc740 \uce74\ub4dc \uc544\ub798\uc5d0 \uc774\uc5b4\uc9d1\ub2c8\ub2e4. 1 \/ 5 \u2039\u203a \u26a1 TL;DR (\uc0ac\uc2e4) 6\/2 \uc0ac\uc0c1 \uccab S&amp;P 7,600 \ub3cc\ud30c \ub2e4\uc74c \ub0a0\uc778 6\/3, 3\ub300 \uc9c0\uc218 \uc77c\uc81c\ud788 \ud558\ub77d \ub9c8\uac10 &mdash; S&amp;P 7,553.68 -0.74%, \ub098\uc2a4\ub2e5 26,853.98 -0.89%, \ub2e4\uc6b0 50,687.07 -1.21%. \uc2e0\uace0\uac00&#8230;<\/p>\n","protected":false},"author":1,"featured_media":31,"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":[],"class_list":["post-30","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-5"],"_links":{"self":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/30","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=30"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/30\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/31"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}