{"id":403,"date":"2026-08-03T12:49:32","date_gmt":"2026-08-03T12:49:32","guid":{"rendered":"https:\/\/wecansurvive.ca\/?p=403"},"modified":"2026-08-03T12:49:32","modified_gmt":"2026-08-03T12:49:32","slug":"2026-08-03%ec%9b%94-%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","status":"publish","type":"post","link":"https:\/\/wecansurvive.ca\/?p=403","title":{"rendered":"2026.08.03(\uc6d4) \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669 \ucd1d\uc815\ub9ac \u2014 \ub098\uc2a4\ub2e5\u00b7S&#038;P500 \uc804\ub9dd \ud55c\ub208\uc5d0"},"content":{"rendered":"<p>\uc8fc\ub9d0 \uc0ac\uc774 \uc2dc\uc7a5\uc744 \ub204\ub974\ub358 \ub450 \uac1c\uc758 \ubb34\uac8c \uc911 \ud558\ub098\uac00 \ube60\uc84c\uc2b5\ub2c8\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc77c\uc694\uc77c\uc5d0 \uc774\ub780\uc5d0 \ub300\ud55c \ucd94\uac00 \ud0c0\uaca9\uc744 \ubcf4\ub958\ud55c\ub2e4\uace0 \ubc1d\ud614\uace0, \uce74\ud0c0\ub974\u00b7\uc0ac\uc6b0\ub514\u00b7UAE \uac78\ud504 3\uad6d\uc758 \uc694\uccad\uc774 \uadf8 \ubc30\uacbd\uc73c\ub85c \uac70\ub860\ub410\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \uc6d4\uc694\uc77c \uc544\uce68 WTI\ub294 79<del>81\ub2ec\ub7ec\ub300\ub85c 4.6<\/del>6% \uae09\ub77d\ud588\uace0, \uc9c0\ub09c\uc8fc \ub0b4\ub0b4 \uc2dc\uc7a5\uc744 \uc555\ubc15\ud558\ub358 \ubbf8\uad6d 30\ub144\ubb3c \uae08\ub9ac\ub294 5.28%\uc5d0\uc11c 5.226%\ub85c \ubb3c\ub7ec\uc130\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc99d\uc2dc\ub294 STOXX600 +0.4%, DAX +0.9%\ub85c \uc0ac\uc0c1 \ucd5c\uace0 \ubd80\uadfc\uae4c\uc9c0 \uc62c\ub77c\uc130\uace0 \ubbf8\uad6d \uc120\ubb3c\ub3c4 \ub2e4\uc6b0 +0.58%, S&amp;P +0.42%\ub85c \uc0c1\uc2b9 \ucd9c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uac19\uc740 \uc2dc\uac04 \ud55c\uad6d\uc740 \uc815\ubc18\ub300\uc600\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ud53c\ub294 6,257.45\ub85c 5.12% \uae09\ub77d\ud558\uba70 \uae08\uc694\uc77c +17.91%\uc758 \uc0c1\uc2b9\ubd84 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ub418\ub3cc\ub838\uace0, \uc678\uad6d\uc778\uc740 \uae08\uc694\uc77c 7.2\uc870\uc6d0 \uc21c\ub9e4\uc218 \ub2e4\uc74c \ub0a0 2.83\uc870\uc6d0\uc744 \uc21c\ub9e4\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ub354 \ub208\uc5d0 \ub744\ub294 \uac83\uc740 \uac19\uc740 \ub0a0 \ucf54\uc2a4\ub2e5\uc774 737.35\ub85c +2.44% \uc62c\ub790\ub2e4\ub294 \uc0ac\uc2e4\uc785\ub2c8\ub2e4. \uc9c0\uc218\uac00 \uc544\ub2c8\ub77c \uc9c0\uc218 \uc548\uc5d0\uc11c \ub3c8\uc774 \uc62e\uaca8 \ub2e4\ub2c8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc2dc\uac04 \uc624\ub298 10\uc2dc ISM \uc81c\uc870\uc5c5(\uc608\uc0c1 54)\uacfc \uc7a5 \ub9c8\uac10 \ud6c4 \ud314\ub780\ud2f0\uc5b4 \uc2e4\uc801\uae4c\uc9c0, 8\/3 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83\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. 2026.08.03(\uc6d4) \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\/08\/card_1-1.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_2-1.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_3-1.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_4-1.png\" alt=\"\"\/><img decoding=\"async\" src=\"https:\/\/wecansurvive.ca\/wp-content\/uploads\/2026\/08\/card_5-1.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: 2026-08-03 05:35 PDT (\ud55c\uad6d 8\/3 21:35 KST)<br \/>\n\ubd84\ub958: \ubbf8\uc7a5 \uac1c\uc7a5 \uc804 (AM)<\/p>\n<hr>\n<h2>\u26a1 TL;DR<\/h2>\n<ol>\n<li><strong>\uc624\ub298\uc758 \ud55c \uac00\uc9c0 \u2014 \uc9c0\uc815\ud559 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ud480\ub9ac\uba74\uc11c \uc720\uac00\uc640 \uae08\ub9ac\uac00 \ub3d9\uc2dc\uc5d0 \ub0b4\ub838\ub2e4.<\/strong> \ud2b8\ub7fc\ud504\uac00 \uc774\ub780 \ucd94\uac00 \ud0c0\uaca9\uc744 \ubcf4\ub958(\uac78\ud504 3\uad6d \uc694\uccad)\ud588\uace0 WTI\ub294 79<del>81\ub2ec\ub7ec\ub300\ub85c 4.6<\/del>6% \ud558\ub77d, \u7f8e 30\ub144\ubb3c\uc740 5.226%(-4bp \uc774\uc0c1), 2\ub144\ubb3c 4.252%(-4bp). \uc9c0\ub09c 2\uc8fc \uc2dc\uc7a5\uc744 \ub20c\ub800\ub358 &quot;\uc720\uac00\ubc1c \uc778\ud50c\ub808 + \uc7a5\uae30\uae08\ub9ac \uae09\ub4f1&quot; \uc870\ud569\uc774 \ucc98\uc74c\uc73c\ub85c \ubc18\ub300 \ubc29\ud5a5\uc73c\ub85c \uc6c0\uc9c1\uc778 \uc544\uce68\uc774\ub2e4.<\/li>\n<li><strong>\ub2e4\ub9cc \uc774\ub780 \uce21\uc740 \uc544\uc9c1 \ud655\uc778\ud574\uc8fc\uc9c0 \uc54a\uc558\ub2e4.<\/strong> \uc774\ub780 \uc678\ubb34\ubd80 \ub300\ubcc0\uc778 \ubc14\uac00\uc5d0\uc774\ub294 \uc6d4\uc694\uc77c \ud68c\uacac\uc5d0\uc11c \ubbf8\uad6d\uacfc\uc758 \uc9c1\uc811 \ud611\uc0c1 \uacc4\ud68d\uc740 \uc5c6\uace0 \uc624\ub9cc\uc744 \ud1b5\ud55c \ud638\ub974\ubb34\uc988 \ub17c\uc758\ub9cc \uc9c4\ud589 \uc911\uc774\ub77c\uace0 \uc120\uc744 \uadf8\uc5c8\ub2e4. \uc624\ub298 \uc720\uac00\u00b7\uae08\ub9ac \ud558\ub77d\uc740 <em>\ud569\uc758\ub41c \uc0ac\uc2e4<\/em>\uc774 \uc544\ub2c8\ub77c <em>\ud569\uc758 \uae30\ub300<\/em>\uc5d0 \ubd99\uc740 \uac12\uc774\ub2e4.<\/li>\n<li><strong>\ud55c\uad6d\uc740 \uc774 \uc644\ud654\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc9c0 \ubabb\ud588\ub2e4.<\/strong> \ucf54\uc2a4\ud53c 6,257.45 <strong>-5.12%<\/strong>(-338.00p), \uc0bc\uc131\uc804\uc790 -8.76%(239,500\uc6d0), SK\ud558\uc774\ub2c9\uc2a4 -8.79%(1,567,000\uc6d0). \uc678\uad6d\uc778 -2.83\uc870\uc6d0, \uae30\uad00 -1.95\uc870\uc6d0. \uae08\uc694\uc77c +17.91%\uc758 \uc808\ubc18 \uac00\uae4c\uc774\ub97c \ud558\ub8e8 \ub9cc\uc5d0 \ubc18\ub0a9\ud588\ub2e4.<\/li>\n<li><strong>\uadf8\ub7f0\ub370 \ucf54\uc2a4\ub2e5\uc740 +2.44%(737.35)\ub85c \uc62c\ub790\ub2e4.<\/strong> \uac19\uc740 \ub0a0 \ucf54\uc2a4\ud53c -5%, \ucf54\uc2a4\ub2e5 +2%. \uc81c\uc57d\u00b7\ubc14\uc774\uc624\u00b7\ub85c\ubd07\uc774 \uac15\uc138\uc600\uace0 \ucf54\uc2a4\ud53c \uc548\uc5d0\uc11c\ub3c4 \uc0bc\uc131\uc804\uae30 +3.42%, \ud604\ub300\ucc28 +1.29%\uac00 \uc62c\ub790\ub2e4. \uc774\uac74 &quot;\ud55c\uad6d \uc2dc\uc7a5\uc774 \ubb34\ub108\uc84c\ub2e4&quot;\uac00 \uc544\ub2c8\ub77c &quot;<strong>\ubc18\ub3c4\uccb4 \uc548\uc5d0 \uc788\ub358 \ub3c8\uc774 \ubc18\ub3c4\uccb4 \ubc16\uc73c\ub85c \uc62e\uaca8\uac14\ub2e4<\/strong>&quot;\ub294 \uadf8\ub9bc\uc774\ub2e4.<\/li>\n<li>\ubbf8\uad6d\uc7a5\uc5d0\uc11c \ubcfc \uac83\uc740 \uc138 \uac00\uc9c0 \uc21c\uc11c\ub2e4 \u2014 09:45 S&amp;P \uc81c\uc870\uc5c5 PMI \ucd5c\uc885, <strong>10:00 ISM \uc81c\uc870\uc5c5(\uc608\uc0c1 54.0, \uc804\uc6d4 53.3)<\/strong>, \uadf8\ub9ac\uace0 \uc7a5 \ub9c8\uac10 \ud6c4 <strong>\ud314\ub780\ud2f0\uc5b4 \uc2e4\uc801<\/strong>(\uc635\uc158 \ub0b4\uc7ac \ubcc0\ub3d9\ud3ed \u00b19.6~12%). ISM\uc774 \uac15\ud558\uac8c \ub098\uc624\uba74 \uc624\ub298 \uc544\uce68\uc758 \uae08\ub9ac \ud558\ub77d\uc740 \ub418\ub3cc\ub824\uc9c8 \uc218 \uc788\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>1. \uc544\uc2dc\uc544 \ub9c8\uac10 \u00b7 \uc720\ub7fd \uac1c\uc7a5 \uc815\ub9ac (8\/3 PDT \uae30\uc900)<\/h2>\n<p><strong>[\uc0ac\uc2e4] \u2014 \uc544\uc2dc\uc544 (\ud55c\uad6d 8\/3 \ub9c8\uac10 \u2192 \ubc34\ucfe0\ubc84 8\/3 00:30 PDT)<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc7a5<\/th>\n<th>\uc885\uac00<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KOSPI<\/td>\n<td><strong>6,257.45<\/strong><\/td>\n<td><strong>-5.12%<\/strong> (-338.00p)<\/td>\n<\/tr>\n<tr>\n<td>KOSDAQ<\/td>\n<td><strong>737.35<\/strong><\/td>\n<td><strong>+2.44%<\/strong> (+17.59p)<\/td>\n<\/tr>\n<tr>\n<td>\ub2c8\ucf00\uc774225<\/td>\n<td>63,652.26<\/td>\n<td>-1.1%<\/td>\n<\/tr>\n<tr>\n<td>\ud56d\uc14d<\/td>\n<td>25,893.57<\/td>\n<td>+0.1%<\/td>\n<\/tr>\n<tr>\n<td>\uc0c1\ud574\uc885\ud569<\/td>\n<td>3,801.86<\/td>\n<td>-0.8%<\/td>\n<\/tr>\n<tr>\n<td>\ud638\uc8fc ASX200<\/td>\n<td>8,996.90<\/td>\n<td>+0.2%<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td><strong>1,429.8\uc6d0<\/strong><\/td>\n<td>+5.8\uc6d0 (\uae08\uc694\uc77c 1,424.0\uc6d0 \ub300\ube44 \uc6d0\ud654 \uc57d\uc138)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc0bc\uc131\uc804\uc790 239,500\uc6d0 <strong>-8.76%<\/strong>, SK\ud558\uc774\ub2c9\uc2a4 1,567,000\uc6d0 <strong>-8.79%<\/strong>.<\/li>\n<li>\uc678\uad6d\uc778 <strong>-2\uc8708,264\uc5b5\uc6d0<\/strong>, \uae30\uad00 <strong>-1\uc8709,477\uc5b5\uc6d0<\/strong> \uc21c\ub9e4\ub3c4. \uae08\uc694\uc77c(7\/31) \uc678\uad6d\uc778 +7.2\uc870\uc6d0\uc758 \uc57d 39%\ub97c \ud558\ub8e8 \ub9cc\uc5d0 \ub418\ub3cc\ub838\ub2e4.<\/li>\n<li>\ubc18\ub300\ud3b8\uc5d0\uc11c \uc0bc\uc131\uc804\uae30 1,181,000\uc6d0 +3.42%, \ud604\ub300\ucc28 +1.29%, KB\uae08\uc735 +0.59%.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \uc720\ub7fd \uac1c\uc7a5 (8\/3 \uc624\uc804, \ubc34\ucfe0\ubc84 \uc0c8\ubcbd)<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc7a5<\/th>\n<th>\ubcc0\ub3d9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>STOXX 600<\/td>\n<td>+0.4%<\/td>\n<\/tr>\n<tr>\n<td>DAX (\ub3c5\uc77c)<\/td>\n<td>+0.9%<\/td>\n<\/tr>\n<tr>\n<td>CAC 40 (\ud504\ub791\uc2a4)<\/td>\n<td>+0.8%<\/td>\n<\/tr>\n<tr>\n<td>FTSE MIB (\uc774\ud0c8\ub9ac\uc544)<\/td>\n<td>+0.7%<\/td>\n<\/tr>\n<tr>\n<td>FTSE 100 (\uc601\uad6d)<\/td>\n<td>-0.1%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>\uc720\ub7fd\uc740 \uc720\uac00 \uae09\ub77d\uc744 <em>\ube44\uc6a9 \uc644\ud654<\/em>\ub85c \ubc1b\uc558\ub2e4. \uc5d0\ub108\uc9c0 \uc218\uc785 \uc9c0\uc5ed\uc774\ub77c \uc6d0\uc720 \ud558\ub77d\uc774 \uace7\ubc14\ub85c \ub9c8\uc9c4\u00b7\ubb3c\uac00 \uc591\ucabd\uc5d0 \uae0d\uc815\uc801\uc73c\ub85c \ubd99\ub294\ub2e4. \uc601\uad6d\ub9cc \uc18c\ud3ed \ud558\ub77d\ud55c \uac83\uc740 FTSE100\uc758 \uc5d0\ub108\uc9c0 \ube44\uc911(\uc178\u00b7BP)\uc774 \ud06c\uae30 \ub54c\ubb38\uc73c\ub85c \ubcfc \uc218 \uc788\ub2e4 \u2014 \uac19\uc740 \ub274\uc2a4\uac00 \uc9c0\uc218 \uad6c\uc131\uc5d0 \ub530\ub77c \ubc18\ub300\ub85c \uc791\ub3d9\ud55c \uc0ac\ub840\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\uc0ac\uc2e4] \u2014 \ubbf8\uad6d \uc120\ubb3c \u00b7 \uae08\ub9ac \u00b7 \uc6d0\uc790\uc7ac (8\/3 \uc0c8\ubcbd~\uc624\uc804 ET)<\/strong><\/p>\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>\ub2e4\uc6b0 \uc120\ubb3c<\/td>\n<td>+0.58%<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>S&amp;P 500 \uc120\ubb3c<\/td>\n<td>+0.42%<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>\ub098\uc2a4\ub2e5 \uc120\ubb3c<\/td>\n<td>+0.21%<\/td>\n<td>\uc9c0\uc218 \uc911 \uac00\uc7a5 \uc57d\ud568<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 2\ub144\ubb3c<\/td>\n<td><strong>4.252%<\/strong><\/td>\n<td>-4bp<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td><strong>5.226%<\/strong><\/td>\n<td>-4bp \uc774\uc0c1 (\uae08\uc694\uc77c 5.28%)<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td><strong>79.1~80.8\ub2ec\ub7ec<\/strong><\/td>\n<td>-4.6~-6% (\ubcf4\ub3c4\ubcc4 \uc0c1\uc774)<\/td>\n<\/tr>\n<tr>\n<td>\ube0c\ub80c\ud2b8<\/td>\n<td>82.99\ub2ec\ub7ec<\/td>\n<td>-5% \uc774\uc0c1<\/td>\n<\/tr>\n<tr>\n<td>\uae08 (\ud604\ubb3c)<\/td>\n<td>4,061~4,075\ub2ec\ub7ec<\/td>\n<td>+0.5% \ub0b4\uc678<\/td>\n<\/tr>\n<tr>\n<td>DXY<\/td>\n<td>\uc57d <strong>99.7<\/strong><\/td>\n<td>100 \uc544\ub798\ub85c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<blockquote>\n<p>\u26a0\ufe0f <strong>\uc218\uce58 \uc8fc\uc758<\/strong> \u2014 WTI \ud558\ub77d\ub960\uc740 CNBC(-6%, 79.10\ub2ec\ub7ec)\uc640 \ub2e4\ub978 \ub9e4\uccb4(-4.6%, 80.8\ub2ec\ub7ec, \uc804\uc77c \uc885\uac00 84.67\ub2ec\ub7ec)\uac00 \uc5c7\uac08\ub9b0\ub2e4. \uae30\uc900 \uc2dc\uac01\uacfc \uacc4\uc57d\uc6d4(\uadfc\uc6d4\/\ucc28\uc6d4) \ucc28\uc774\ub85c \ubcf4\uc778\ub2e4. \ubc29\ud5a5(\ud558\ub77d)\uacfc \ud3ed(\ub300\ub7b5 5% \uc548\ud30e)\uc740 \uc77c\uce58\ud558\ubbc0\ub85c \uadf8 \uc218\uc900\uc5d0\uc11c\ub9cc \uc77d\ub294 \uac83\uc774 \ub9de\ub2e4. 10\ub144\ubb3c\uc740 \uc624\uc804 \uc911 <strong>4.68%(-6bp)<\/strong> \ub85c \ud655\uc778\ub410\ub2e4 \u2014 2\ub144\ubb3c\u00b730\ub144\ubb3c\ubcf4\ub2e4 \ub099\ud3ed\uc774 \ucee4, \uc774\ubc88 \uae08\ub9ac \ud558\ub77d\uc774 \ub2e8\uae30 \uc815\ucc45 \uae30\ub300\ubcf4\ub2e4 <strong>\uc911\uae30 \uc778\ud50c\ub808 \uae30\ub300<\/strong> \ucabd\uc5d0\uc11c \ub354 \ud06c\uac8c \ube60\uc84c\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n<\/blockquote>\n<hr>\n<h2>2. \uc624\ub298\uc758 \ud575\uc2ec \u2014 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ud480\ub9ac\uc790, \uc720\uac00\uc640 \uae08\ub9ac\uac00 \uac19\uc774 \ub0b4\ub824\uac14\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong> \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uc77c\uc694\uc77c(8\/2), \uc774\ub780\uc5d0 \ub300\ud574 \uacc4\ud68d\ud588\ub358 \ucd94\uac00 \ud0c0\uaca9\uc744 \ubcf4\ub958\ud55c\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uce74\ud0c0\ub974\u00b7\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\u00b7UAE\uc758 \uc694\uccad\uc774 \ubc30\uacbd\uc73c\ub85c \uac70\ub860\ub410\uace0, \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ud1b5\uacfc \uc774\ub780 \ud575 \ubb38\uc81c\ub97c \ud568\uaed8 \ub2e4\ub8e8\ub294 \ud569\uc758\ub97c \uc704\ud574 \uc2dc\uac04\uc744 \ub354 \ub2ec\ub77c\ub294 \uc694\uad6c\uac00 \uc788\uc5c8\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \uc2dc\uc7a5\uc740 \uc989\uc2dc \ubc18\uc751\ud588\ub2e4 \u2014 \uc720\uac00 -5% \uc548\ud30e, 30\ub144\ubb3c -4bp, \ub2ec\ub7ec \uc57d\uc138, \uae08 \uac15\uc138, \uc720\ub7fd\u00b7\ubbf8\uad6d \uc120\ubb3c \uc0c1\uc2b9.<\/p>\n<p><strong>[\uad00\uce21]<\/strong> \uc774 \uc870\ud569\uc774 \uc65c \uc911\uc694\ud55c\uc9c0 \ud55c \uc904\ub85c \uc815\ub9ac\ud558\uba74 \uc774\ub807\ub2e4. <strong>\uc9c0\ub09c 2\uc8fc\uac04 \uc2dc\uc7a5\uc758 \ubb38\uc81c\ub294 &quot;\uae08\ub9ac\uac00 \uc65c \uc624\ub974\ub098&quot;\uc600\uace0, \uadf8 \ub2f5\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uc720\uac00\uc600\ub2e4.<\/strong><\/p>\n<p>3\uc6d4 4\uc77c \uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \ubd09\uc1c4\ub97c \uc120\uc5b8\ud55c \uc774\ud6c4 \uc6d0\uc720\ub294 \uc804\uc7c1 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uacc4\uc18d \uc5b9\uc5b4\uc654\ub2e4. \uc720\uac00\uac00 \uc624\ub974\uba74 \u2192 \ud5e4\ub4dc\ub77c\uc778 \uc778\ud50c\ub808\uac00 \uc62c\ub77c\uac00\uace0 \u2192 \uc5f0\uc900\uc758 9\uc6d4 \uc778\uc0c1 \ub17c\ub9ac\uac00 \uac15\ud574\uc9c0\uace0 \u2192 \uc7a5\uae30\uae08\ub9ac\uac00 \uc624\ub974\uace0 \u2192 \uc131\uc7a5\uc8fc \ud560\uc778\uc728\uc774 \uc62c\ub77c\uac04\ub2e4. \uc9c0\ub09c\uc8fc 30\ub144\ubb3c 5.28%(2007\ub144 \uc774\ud6c4 \ucd5c\uace0)\ub294 \uc774 \uc0ac\uc2ac\uc758 \ub05d\ub2e8\uc774\uc5c8\ub2e4.<\/p>\n<p>\uc624\ub298 \uc544\uce68\uc740 \uadf8 \uc0ac\uc2ac\uc774 <strong>\ucc98\uc74c\uc73c\ub85c \ubc18\ub300 \ubc29\ud5a5\uc73c\ub85c<\/strong> \ud55c \uce78 \uc6c0\uc9c1\uc778 \ub0a0\uc774\ub2e4. \uc720\uac00\uac00 \ub0b4\ub824\uac00\uba74 \uac19\uc740 \uacbd\ub85c\uac00 \uc5ed\uc73c\ub85c \uc791\ub3d9\ud55c\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d \u2014 \uc2e0\uc911\ud574\uc57c \ud560 \uc774\uc720]<\/strong> \ub2e4\ub9cc \uc774 \uc644\ud654\ub97c \ucd94\uc138\ub85c \ud655\uc815\ud558\uae30\uc5d4 \uc138 \uac00\uc9c0\uac00 \uac78\ub9b0\ub2e4.<\/p>\n<ol>\n<li><strong>\uc774\ub780\uc740 \ud655\uc778\ud574\uc8fc\uc9c0 \uc54a\uc558\ub2e4.<\/strong> \uc774\ub780 \uc678\ubb34\ubd80 \ub300\ubcc0\uc778 \ubc14\uac00\uc5d0\uc774\ub294 \uc6d4\uc694\uc77c \ud68c\uacac\uc5d0\uc11c &quot;\ubbf8\uad6d\uacfc\uc758 \uc9c1\uc811 \ud611\uc0c1 \uacc4\ud68d\uc740 \uc5c6\ub2e4&quot;, &quot;\ud604\uc7ac \uc624\ub9cc\uacfc \ud638\ub974\ubb34\uc988 \uad00\ub828 \ub17c\uc758\ub9cc \ud558\uace0 \uc788\ub2e4&quot;\uace0 \ub9d0\ud588\ub2e4. \ud2b8\ub7fc\ud504\uc758 \ubc1c\ud45c\uc640 \uc774\ub780\uc758 \uc124\uba85\uc774 \uc77c\uce58\ud558\uc9c0 \uc54a\ub294\ub2e4. \uc624\ub298 \uc720\uac00 \ud558\ub77d\uc740 <em>\uc0ac\uc2e4<\/em>\uc774 \uc544\ub2c8\ub77c <em>\uae30\ub300<\/em>\uc5d0 \ubd99\uc740 \uac12\uc774\ub2e4.<\/li>\n<li><strong>\ub418\ub3cc\ub9bc \uc704\ud5d8\uc774 \ube44\ub300\uce6d\uc774\ub2e4.<\/strong> \ud611\uc0c1\uc774 \uc2e4\uc81c\ub85c \uc9c4\ud589\ub418\uba74 \uc720\uac00\ub294 \ucc9c\ucc9c\ud788 \ub354 \ub0b4\ub824\uac00\uc9c0\ub9cc, \ud611\uc0c1\uc774 \uae68\uc9c0\uba74 \uc720\uac00\ub294 \ud558\ub8e8 \ub9cc\uc5d0 \uc624\ub298 \ub099\ud3ed\uc744 \ub2e4 \ub418\ucc3e\uace0 \ub354 \uac08 \uc218 \uc788\ub2e4. 3\uc6d4 \uc774\ud6c4 \uc774 \ud328\ud134\uc774 \ubc18\ubcf5\ub410\ub2e4.<\/li>\n<li><strong>\uc778\ud50c\ub808 \uc644\ud654 \ud6a8\uacfc\ub294 \uc2dc\ucc28\uac00 \uc788\ub2e4.<\/strong> \uc720\uac00\uac00 \uc624\ub298 \ub0b4\ub824\ub3c4 7\uc6d4 CPI(8\/12 \ubc1c\ud45c)\uc5d0\ub294 \ubc18\uc601\ub418\uc9c0 \uc54a\ub294\ub2e4. 9\uc6d4 FOMC\uc758 \ud310\ub2e8 \uc7ac\ub8cc\ub85c \uc4f0\uc774\ub824\uba74 8\uc6d4 \ub0b4\ub0b4 \uc774 \uc218\uc900\uc774 \uc720\uc9c0\ub3fc\uc57c \ud55c\ub2e4.<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d \u2014 \uadf8\ub798\uc11c \ubb34\uc5c7\uc744 \ubcf4\ub098]<\/strong> \uc624\ub298 \uc544\uce68 \uae08\ub9ac \ud558\ub77d\uc774 \uc9c4\uc9dc\uc778\uc9c0 \uac00\uc9dc\uc778\uc9c0\ub294 <strong>\uc624\ub298 10:00 ET ISM \uc81c\uc870\uc5c5<\/strong>\uc774 1\ucc28\ub85c \uac08\ub77c\uc900\ub2e4. \uc608\uc0c1 54.0(\uc804\uc6d4 53.3), \ubb3c\uac00\uc9c0\ubd88(Prices Paid) \uc608\uc0c1 70.0(\uc804\uc6d4 73.0)\uc774 \ud2b9\ud788 \uc911\uc694\ud558\ub2e4. \ubb3c\uac00\uc9c0\ubd88\uc774 \uc608\uc0c1\ub300\ub85c \ub0b4\ub824\uac00\uba74 &quot;\uc720\uac00 \uc644\ud654 + \uae30\uc5c5 \ud22c\uc785\ubb3c\uac00 \uc644\ud654&quot;\uac00 \uacb9\uccd0 \uae08\ub9ac \ud558\ub77d\uc5d0 \uadfc\uac70\uac00 \ubd99\ub294\ub2e4. \ubc18\ub300\ub85c ISM \ubcf8\uc9c0\uc218\uac00 \uac15\ud55c\ub370 \ubb3c\uac00\uc9c0\ubd88\uc774 \uc548 \ub0b4\ub824\uac00\uba74, \uc624\ub298\uc758 \uae08\ub9ac \ud558\ub77d\uc740 \uc624\ud6c4\uc5d0 \ub418\ub3cc\ub824\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<hr>\n<h2>3. \ub450 \ubc88\uc9f8 \ubcc0\uc218 \u2014 \ud55c\uad6d: \uc9c0\uc218\uac00 \ube60\uc9c4 \uac8c \uc544\ub2c8\ub77c \ub3c8\uc774 \uc62e\uaca8\uac14\ub2e4<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>8\/3 (KST)<\/th>\n<th>7\/31 (KST)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KOSPI<\/td>\n<td>6,257.45 <strong>-5.12%<\/strong><\/td>\n<td>6,595.45 +17.91%<\/td>\n<\/tr>\n<tr>\n<td>KOSDAQ<\/td>\n<td>737.35 <strong>+2.44%<\/strong><\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\uc804\uc790<\/td>\n<td>239,500\uc6d0 -8.76%<\/td>\n<td>262,500\uc6d0 +26.81%<\/td>\n<\/tr>\n<tr>\n<td>SK\ud558\uc774\ub2c9\uc2a4<\/td>\n<td>1,567,000\uc6d0 -8.79%<\/td>\n<td>1,718,000\uc6d0 +29.95%<\/td>\n<\/tr>\n<tr>\n<td>\uc678\uad6d\uc778<\/td>\n<td><strong>-2\uc8708,264\uc5b5\uc6d0<\/strong><\/td>\n<td>+\uc57d 7\uc8702,000\uc5b5\uc6d0<\/td>\n<\/tr>\n<tr>\n<td>\uae30\uad00<\/td>\n<td>-1\uc8709,477\uc5b5\uc6d0<\/td>\n<td>+1\uc8701,469\uc5b5\uc6d0<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td>1,429.8\uc6d0 (+5.8\uc6d0)<\/td>\n<td>1,424.0\uc6d0 (-13.4\uc6d0)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uad00\uce21]<\/strong> \ud1b5\uc0c1 &quot;\ucf54\uc2a4\ud53c -5%&quot;\ub294 \uc704\ud5d8\uc790\uc0b0 \ud68c\ud53c \uc2e0\ud638\ub85c \uc77d\ud78c\ub2e4. \uadf8\ub7f0\ub370 \uc624\ub298\uc740 \uadf8 \ud574\uc11d\uc774 \uc131\ub9bd\ud558\uc9c0 \uc54a\ub294\ub2e4. \uac19\uc740 \ub0a0 \ucf54\uc2a4\ub2e5\uc774 +2.44% \uc62c\ub790\uae30 \ub54c\ubb38\uc774\ub2e4. \uc704\ud5d8 \ud68c\ud53c\ub77c\uba74 \ubcc0\ub3d9\uc131\uc774 \ud070 \ucf54\uc2a4\ub2e5\uc774 \ub354 \ub9ce\uc774 \ube60\uc838\uc57c \ud55c\ub2e4.<\/p>\n<p>\uc2e4\uc81c\ub85c \uc77c\uc5b4\ub09c \uc77c\uc740 <strong>\uc139\ud130 \ub85c\ud14c\uc774\uc158<\/strong>\uc774\ub2e4. \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\uc5d0 \uc9d1\uc911\ub3fc \uc788\ub358 \uc218\uae09\uc774 \uc81c\uc57d\u00b7\ubc14\uc774\uc624\u00b7\ub85c\ubd07 \ub4f1 \ube44\ubc18\ub3c4\uccb4\ub85c \uc774\ub3d9\ud588\ub2e4. \ucf54\uc2a4\ud53c \ub0b4\ubd80\uc5d0\uc11c\ub3c4 \uc0bc\uc131\uc804\uae30(+3.42%)\u00b7\ud604\ub300\ucc28(+1.29%)\u00b7KB\uae08\uc735(+0.59%)\uc774 \uc62c\ub790\ub2e4. \uad6d\ub0b4 \ubcf4\ub3c4\ub294 \ub2e8\uc77c\uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 ETF \uae30\ubcf8\uc608\ud0c1\uae08 \uc0c1\ud5a5 \uc870\uce58 \uc774\ud6c4 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc \uc3e0\ub9bc \uc218\uae09\uc774 \ubd84\uc0b0\ub41c \uc601\ud5a5\uc744 \ud568\uaed8 \uc9c0\ubaa9\ud55c\ub2e4 (\uc81c\ub3c4 \uc694\uc778 \u2014 \ud655\uc778\ub41c \uc0ac\uc2e4\uc774\ub098 \uc778\uacfc \uae30\uc5ec\ub3c4\ub294 \ubbf8\ud655\uc815).<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc774\uac78 \uc138 \uce35\uc704\ub85c \ub098\ub220 \uc77d\ub294 \uac8c \uc815\ud655\ud558\ub2e4.<\/p>\n<ol>\n<li><strong>\ucc28\uc775\uc2e4\ud604 \uce35<\/strong> \u2014 \uae08\uc694\uc77c +17.91%\ub294 \uc5ed\ub300 \ucd5c\ub300 \uc77c\uac04 \uc0c1\uc2b9\ub960\uc774\uc5c8\ub2e4. \ud558\ub8e8 \ub9cc\uc5d0 \ub418\ub3cc\ub9bc\uc774 \ub098\uc624\ub294 \uac83 \uc790\uccb4\ub294 \uc774\uc0c1\ud558\uc9c0 \uc54a\ub2e4. \uc678\uad6d\uc778 -2.83\uc870\ub294 \uae08\uc694\uc77c +7.2\uc870\uc758 39% \uc218\uc900\uc73c\ub85c, <em>\uc804\ub7c9 \ud68c\uc218<\/em>\uac00 \uc544\ub2c8\ub77c <em>\ubd80\ubd84 \uc2e4\ud604<\/em>\uc774\ub2e4.<\/li>\n<li><strong>\uad6c\uc870 \uce35<\/strong> \u2014 \ubb38\uc81c\ub294 \uc9c0\ub09c\uc8fc PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c \uc9da\uc740 CXMT \uc774\uc288\uac00 \uc5ec\uc804\ud788 \ud574\uc18c\ub418\uc9c0 \uc54a\uc558\ub2e4\ub294 \uac83\uc774\ub2e4. &quot;\uba54\ubaa8\ub9ac \ucd08\uacfc\uc774\uc775\uc744 \uba87 \uc0ac\ub78c\uc774 \ub098\ub220 \uac16\ub290\ub0d0&quot;\ub77c\ub294 \uc9c8\ubb38\uc740 \uae08\uc694\uc77c \uae09\ub4f1\uc73c\ub85c \ub2f5\ud574\uc9c4 \uac8c \uc544\ub2c8\ub77c \ubbf8\ub904\uc84c\uc744 \ubfd0\uc774\ub2e4. \uc624\ub298 \ud558\ub77d\uc740 \uadf8 \uc9c8\ubb38\uc774 \ub2e4\uc2dc \ub3cc\uc544\uc628 \uac83\uc5d0 \uac00\uae5d\ub2e4.<\/li>\n<li><strong>\ud658\uc728 \uce35<\/strong> \u2014 \uc6d0\/\ub2ec\ub7ec\uac00 1,424.0 \u2192 1,429.8\uc6d0\uc73c\ub85c 5.8\uc6d0 \uc62c\ub790\ub2e4(\uc6d0\ud654 \uc57d\uc138). \uc9c0\ub09c\uc8fc PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c &quot;\uc6d0\ud654 \uac15\uc138\uac00 \uc678\uad6d\uc778 \uc21c\ub9e4\uc218\uc5d0 \uae30\ub300\uace0 \uc788\ub2e4\uba74, \uadf8 \uc21c\ub9e4\uc218\uac00 \uba48\ucd94\ub294 \uc21c\uac04 \ud658\uc728\uacfc \uc9c0\uc218\uac00 \uac19\uc740 \ubc29\ud5a5\uc73c\ub85c \ud754\ub4e4\ub9b0\ub2e4&quot;\uace0 \uc801\uc5c8\ub294\ub370, \uc624\ub298\uc774 \uc815\ud655\ud788 \uadf8 \ucf00\uc774\uc2a4\uc600\ub2e4. \uc678\uad6d\uc778 \ub9e4\ub3c4 \u2192 \uc6d0\ud654 \uc57d\uc138 \u2192 \uc9c0\uc218 \ud558\ub77d\uc774 \ud55c \ubc29\ud5a5\uc73c\ub85c \ubd99\uc5c8\ub2e4. <strong>\ud658\uc728\uc774 \uc644\ucda9\uc7ac\uac00 \uc544\ub2c8\ub77c \uc99d\ud3ed\uae30\ub85c \uc791\ub3d9\ud55c \ud558\ub8e8<\/strong>\ub2e4.<\/li>\n<\/ol>\n<p><strong>[\ud574\uc11d \u2014 \ubbf8\uad6d\uc7a5 \uad00\uc810]<\/strong> \ubbf8\uad6d \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c \uc624\ub298 \ud55c\uad6d\uc758 \ud558\ub77d\uc740 \ub450 \uac08\ub798\ub85c \uc77d\ud790 \uc218 \uc788\ub2e4.<\/p>\n<ul>\n<li>(\uac00) <em>\ud55c\uad6d\ub9cc\uc758 \ub418\ub3cc\ub9bc<\/em> \u2014 \uae08\uc694\uc77c \uacfc\uc5f4\uc758 \uc815\uc0c1\ud654. \uc774 \uacbd\uc6b0 \ubbf8\uad6d \ubc18\ub3c4\uccb4(\ub9c8\uc774\ud06c\ub860\u00b7\uc5d4\ube44\ub514\uc544)\uc5d0\ub294 \uc804\uc774\uac00 \uc801\ub2e4.<\/li>\n<li>(\ub098) <em>\uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \uc7ac\ud3c9\uac00\uc758 \uc5f0\uc7a5<\/em> \u2014 \uc9c0\ub09c \uae08\uc694\uc77c \ubbf8\uad6d\uc5d0\uc11c\ub3c4 SOXX\uac00 +0.7%\uc778\ub370 \ub9c8\uc774\ud06c\ub860\ub9cc \ud558\ub77d\ud588\ub2e4. \uadf8 \ud750\ub984\uc758 \uc5f0\uc18d\uc774\ub77c\uba74 \uc624\ub298 \ubbf8\uad6d\uc7a5\uc5d0\uc11c\ub3c4 \uba54\ubaa8\ub9ac\ub294 \uc9c0\uc218\ub97c \ub530\ub77c\uac00\uc9c0 \ubabb\ud55c\ub2e4.<\/li>\n<\/ul>\n<p>\uc624\ub298 \ubbf8\uad6d\uc7a5 \uac1c\uc7a5 \ud6c4 <strong>\ub9c8\uc774\ud06c\ub860\u00b7SanDisk\uc758 \uc0c1\ub300 \uac15\ub3c4<\/strong>\uac00 (\uac00)\uc640 (\ub098)\ub97c \uac00\ub974\ub294 \uccab \uc9c0\ud45c\ub2e4. \ub098\uc2a4\ub2e5 \uc120\ubb3c(+0.21%)\uc774 \ub2e4\uc6b0(+0.58%)\u00b7S&amp;P(+0.42%)\ubcf4\ub2e4 \uc57d\ud55c \uac83\uc740 \uc774\ubbf8 (\ub098)\ucabd \ubb34\uac8c\uac00 \uc870\uae08 \uc2e4\ub824 \uc788\ub2e4\ub294 \uad00\uce21\uc774\ub2e4.<\/p>\n<hr>\n<h2>4. \uac70\uc2dc \ubc30\uacbd<\/h2>\n<p><strong>[\uc0ac\uc2e4]<\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\ubcc0\uc218<\/th>\n<th>\uc218\uce58<\/th>\n<th>\uc2dc\uc810<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\uc5f0\uc900 \uc815\ucc45\uae08\ub9ac<\/td>\n<td>3.50~3.75% (7\/29 \ub3d9\uacb0)<\/td>\n<td>\uc778\uc0c1 \uc9c0\uc9c0 \ubc18\ub300\ud45c 3\uc778<\/td>\n<\/tr>\n<tr>\n<td>9\uc6d4 \uc778\uc0c1 \ud655\ub960<\/td>\n<td>\uc57d 60~63% (\uc2a4\uc651 \uae30\uc900)<\/td>\n<td>7\uc6d4 \ub9d0<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 2\ub144\ubb3c<\/td>\n<td>4.252% (-4bp)<\/td>\n<td>8\/3 \uc624\uc804 ET<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 30\ub144\ubb3c<\/td>\n<td>5.226% (-4bp \uc774\uc0c1)<\/td>\n<td>8\/3 \uc624\uc804 ET, \uae08\uc694\uc77c 5.28%<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e 10\ub144\ubb3c<\/td>\n<td><strong>4.68%<\/strong> (-6bp)<\/td>\n<td>8\/3 \uc624\uc804 ET, 7\/31 \uc885\uac00 4.75%<\/td>\n<\/tr>\n<tr>\n<td>WTI<\/td>\n<td>79.1<del>80.8\ub2ec\ub7ec (-4.6<\/del>-6%)<\/td>\n<td>8\/3 \uc624\uc804 ET<\/td>\n<\/tr>\n<tr>\n<td>\uae08<\/td>\n<td>4,061~4,075\ub2ec\ub7ec (+0.5% \ub0b4\uc678)<\/td>\n<td>8\/3 \uc624\uc804 ET<\/td>\n<\/tr>\n<tr>\n<td>DXY<\/td>\n<td>\uc57d 99.7<\/td>\n<td>8\/3, 100 \ud558\ud68c<\/td>\n<\/tr>\n<tr>\n<td>USD\/KRW<\/td>\n<td>1,429.8\uc6d0 (+5.8\uc6d0)<\/td>\n<td>8\/3 KST 15:30<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>[\uad00\uce21]<\/strong> \uc624\ub298 \uc544\uce68\uc758 \uc870\ud569 \u2014 <strong>\uc720\uac00\u2193 \uae08\ub9ac\u2193 \ub2ec\ub7ec\u2193 \uae08\u2191<\/strong> \u2014 \uc740 \uad50\uacfc\uc11c\uc801\uc73c\ub85c \uae54\ub054\ud55c &quot;\uc9c0\uc815\ud559 \uc644\ud654 + \uc778\ud50c\ub808 \uae30\ub300 \uc644\ud654&quot; \ud328\ud134\uc774\ub2e4. \ud2b9\ud788 <strong>\ub2ec\ub7ec\uac00 \ub0b4\ub9ac\ub294\ub370 \uae08\uc774 \uc624\ub974\ub294<\/strong> \uc870\ud569\uc740 \uc704\ud5d8 \ud68c\ud53c\uac00 \uc544\ub2c8\ub77c <em>\uc2e4\uc9c8\uae08\ub9ac \ud558\ub77d<\/em>\uc774 \uc8fc\ub3c4\ud55c \uae08 \uac15\uc138\ub77c\ub294 \ub73b\uc774\ub2e4. \uba85\ubaa9\uae08\ub9ac\uac00 \ub0b4\ub824\uac00\ub294\ub370 \uc778\ud50c\ub808 \uae30\ub300\ub294 \uadf8\ub9cc\ud07c \uc548 \ub0b4\ub824\uac00\uba74 \uc2e4\uc9c8\uae08\ub9ac\uac00 \ub0b4\ub824\uac00\uace0, \uae08\uc740 \uadf8\ub54c \uc624\ub978\ub2e4.<\/p>\n<p><strong>[\ud574\uc11d]<\/strong> \uc5ec\uae30\uc11c \uc9c4\uaddc\uac00 \ubd99\uc7a1\uc544\uc57c \ud560 \uc870\uac74\ubd80 \uad6c\uc870\ub294 \uc774\uac83\uc774\ub2e4.<\/p>\n<blockquote>\n<p><strong>\uc720\uac00 \ud558\ub77d\uc774 \uc9c0\uc18d\ub418\uba74 \u2192 \ud5e4\ub4dc\ub77c\uc778 \uc778\ud50c\ub808 \ub454\ud654 \u2192 9\uc6d4 \uc778\uc0c1 \ud655\ub960 \ud558\ub77d \u2192 30\ub144\ubb3c \ud558\ub77d \u2192 \uc131\uc7a5\uc8fc(AI\u00b7\ubc18\ub3c4\uccb4) \ud560\uc778\uc728 \uc644\ud654.<\/strong><\/p>\n<\/blockquote>\n<p>\uc989 \uc9c0\uae08 \ud55c\uad6d \ubc18\ub3c4\uccb4\ub97c \uc5b5\ub204\ub974\ub358 \ub450 \uac1c\uc758 \ubb34\uac8c(\u2460 CXMT\ubc1c \uacf5\uae09 \uc7ac\ud3b8 \u2461 \ubbf8\uad6d \uc7a5\uae30\uae08\ub9ac) \uc911 <strong>\ub450 \ubc88\uc9f8\uac00 \uc644\ud654\ub420 \uc218 \uc788\ub294 \uacbd\ub85c\uac00 \uc624\ub298 \ucc98\uc74c \uc5f4\ub838\ub2e4.<\/strong> \ub2e4\ub9cc \uccab \ubc88\uc9f8\ub294 \uadf8\ub300\ub85c\ub2e4. \uc624\ub298 \ucf54\uc2a4\ud53c\uac00 \ube60\uc9c4 \uc774\uc720\uac00 \uccab \ubc88\uc9f8\uc774\uc9c0 \ub450 \ubc88\uc9f8\uac00 \uc544\ub2c8\ub77c\ub294 \uc810\uc774 \uc911\uc694\ud558\ub2e4 \u2014 \ub9e4\ud06c\ub85c\uac00 \uc88b\uc544\uc838\ub3c4 \uc0b0\uc5c5 \uad6c\uc870 \uc9c8\ubb38\uc740 \ubcc4\ub3c4\ub85c \ub2f5\ud574\uc838\uc57c \ud55c\ub2e4.<\/p>\n<h3>\ud83d\udcd8 \uacf5\ubd80 \ub178\ud2b8 \u2014 \uc720\uac00\uac00 \uae08\ub9ac\ub97c \uc6c0\uc9c1\uc774\ub294 \uacbd\ub85c<\/h3>\n<p><strong>\uac1c\ub150<\/strong> \u2014 \uc720\uac00\ub294 \ub450 \uac1c\uc758 \uc11c\ub85c \ub2e4\ub978 \ubb38\uc73c\ub85c \uae08\ub9ac\uc5d0 \uc601\ud5a5\uc744 \uc90d\ub2c8\ub2e4. \u2460 <strong>\uc778\ud50c\ub808 \uae30\ub300 \ubb38<\/strong>: \uc720\uac00\u2191 \u2192 \ud5e4\ub4dc\ub77c\uc778 CPI\u2191 \u2192 \uc911\uc559\uc740\ud589 \uae34\ucd95 \uae30\ub300\u2191 \u2192 \uae08\ub9ac\u2191. \u2461 <strong>\uc131\uc7a5 \ud6fc\uc190 \ubb38<\/strong>: \uc720\uac00\u2191 \u2192 \uac00\uacc4\u00b7\uae30\uc5c5 \uc2e4\uc9c8\uad6c\ub9e4\ub825\u2193 \u2192 \uc131\uc7a5 \ub454\ud654 \u2192 \uc624\ud788\ub824 \uae08\ub9ac\u2193. \ub450 \ubb38\uc774 \ubc18\ub300 \ubc29\ud5a5\uc774\ub77c \uc5b4\ub290 \ubb38\uc774 \uc5f4\ub838\ub294\uc9c0\ub97c \uba3c\uc800 \ud310\ubcc4\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p><strong>\ube44\uc720<\/strong> \u2014 \uae30\ub984\uac12\uc774 \uc624\ub974\uba74 \ub450 \uac00\uc9c0\uac00 \ub3d9\uc2dc\uc5d0 \uc77c\uc5b4\ub0a9\ub2c8\ub2e4. \ubb3c\uac00\uac00 \uc624\ub974\ub2c8 &quot;\uc740\ud589\uc774 \uc774\uc790\ub97c \uc62c\ub9ac\uaca0\uad6c\ub098&quot;(\u2460), \ub3d9\uc2dc\uc5d0 \uc9c0\uac11\uc774 \uc587\uc544\uc9c0\ub2c8 &quot;\uacbd\uae30\uac00 \ub098\ube60\uc9c0\uaca0\uad6c\ub098&quot;(\u2461). \uc5b4\ub290 \ucabd \uac71\uc815\uc774 \ub354 \ud070\uc9c0\uc5d0 \ub530\ub77c \ucc44\uad8c\uc2dc\uc7a5\uc758 \ubc18\uc751\uc774 \uac08\ub9bd\ub2c8\ub2e4.<\/p>\n<p><strong>\ud310\ubcc4\ubc95<\/strong> \u2014 <strong>\uba85\ubaa9\uae08\ub9ac\uc640 BEI(\uae30\ub300\uc778\ud50c\ub808\uc774\uc158)\ub97c \uac19\uc774 \ubcf4\uba74 \ub429\ub2c8\ub2e4.<\/strong><\/p>\n<ul>\n<li>\uc720\uac00\u2191 + \uba85\ubaa9\uae08\ub9ac\u2191 + BEI\u2191 \u2192 <strong>\u2460\ubc88 \ubb38<\/strong> (\uc778\ud50c\ub808 \uc6b0\ub824 \uc8fc\ub3c4). \uc9c0\uae08\uae4c\uc9c0 2\uc8fc\uac04\uc774 \uc5ec\uae30\uc600\uc2b5\ub2c8\ub2e4.<\/li>\n<li>\uc720\uac00\u2191 + \uba85\ubaa9\uae08\ub9ac\u2193 + BEI\u2193 \u2192 <strong>\u2461\ubc88 \ubb38<\/strong> (\uc131\uc7a5 \ud6fc\uc190 \uc8fc\ub3c4). 2008\ub144 \ud558\ubc18\uae30\uac00 \ub300\ud45c\uc801\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n<p><strong>\uc2e4\uc81c \uc0ac\ub840 \u2014 \uc624\ub298 \uc544\uce68<\/strong> \u2014 \uc720\uac00\u2193 + \uba85\ubaa9\uae08\ub9ac\u2193 + \ub2ec\ub7ec\u2193 + \uae08\u2191\uc774 \ub098\uc654\uc2b5\ub2c8\ub2e4. \uba85\ubaa9\uae08\ub9ac\uac00 \ub0b4\ub838\ub294\ub370 \uae08\uc774 \uc62c\ub790\ub2e4\ub294 \uac83\uc740 \uc2e4\uc9c8\uae08\ub9ac(\uba85\ubaa9\uae08\ub9ac &#8211; \uae30\ub300\uc778\ud50c\ub808)\uac00 \ub0b4\ub838\ub2e4\ub294 \ub73b\uc774\uace0, \uc774\ub294 <strong>\uae30\ub300\uc778\ud50c\ub808\ubcf4\ub2e4 \uba85\ubaa9\uae08\ub9ac\uac00 \ub354 \ube68\ub9ac \ub0b4\ub838\ub2e4<\/strong>\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4. \uc989 \uc2dc\uc7a5\uc740 \uc9c0\uae08 &quot;\uc778\ud50c\ub808 \uc6b0\ub824\uac00 \ud480\ub9b0\ub2e4&quot;\ubcf4\ub2e4 &quot;<strong>\uae34\ucd95 \uc555\ub825\uc774 \ud55c \uce78 \ubb3c\ub7ec\ub09c\ub2e4<\/strong>&quot;\uc5d0 \uba3c\uc800 \ubc18\uc751\ud55c \uac83\uc73c\ub85c \uc77d\ud799\ub2c8\ub2e4. \ubbf8\ubb18\ud558\uc9c0\ub9cc \uc911\uc694\ud55c \ucc28\uc774\uc785\ub2c8\ub2e4 \u2014 \uc804\uc790\ub77c\uba74 \ucc44\uad8c\ub9cc \uc88b\uace0, \ud6c4\uc790\ub77c\uba74 \uc8fc\uc2dd(\ud2b9\ud788 \uc7a5\uae30 \uc131\uc7a5\uc8fc)\uc5d0 \ub354 \ud06c\uac8c \uc88b\uc2b5\ub2c8\ub2e4.<\/p>\n<hr>\n<h2>5. \ubbf8\uad6d\uc7a5 (8\/3 \uc6d4 ET) \ud504\ub9ac\ubdf0<\/h2>\n<p><strong>[\uad00\uce21]<\/strong> \uc624\ub298 \ubbf8\uad6d\uc7a5\uc774 \ub9c8\uc8fc\ud558\ub294 \uc7ac\ub8cc.<\/p>\n<p><em>\uae0d\uc815 \ucabd<\/em><\/p>\n<ul>\n<li>\uc774\ub780 \ud0c0\uaca9 \ubcf4\ub958 \u2192 \uc720\uac00 -5% \uc548\ud30e, \uc7a5\uae30\uae08\ub9ac \ud558\ub77d. \uc9c0\ub09c 2\uc8fc \ucd5c\ub300 \uc555\ubc15 \uc694\uc778\uc758 \uc644\ud654.<\/li>\n<li>\uc720\ub7fd \uc99d\uc2dc \uc0ac\uc0c1 \ucd5c\uace0 \ubd80\uadfc (STOXX600 +0.4%, DAX +0.9%).<\/li>\n<li>\uc9c0\ub09c \uae08\uc694\uc77c \uc544\ub9c8\uc874 +14.9%\uac00 \ud655\uc778\ud55c AI \uc790\ubcf8\uc9c0\ucd9c \uc9c0\uc18d \u2014 \ube45\ud14c\ud06c 3\uc0ac \uc8fc\uac04 \uc2dc\ucd1d +1.5\uc870 \ub2ec\ub7ec.<\/li>\n<li>DXY 99.7\ub85c 100 \ud558\ud68c \u2014 \ub2ec\ub7ec \uc57d\uc138\ub294 \ubbf8\uad6d \ub2e4\uad6d\uc801 \uae30\uc5c5 \uc2e4\uc801\uc5d0 \uc6b0\ud638\uc801.<\/li>\n<\/ul>\n<p><em>\ubd80\uc815 \ucabd<\/em><\/p>\n<ul>\n<li>\uc774\ub780 \uce21\uc774 \uc9c1\uc811 \ud611\uc0c1\uc744 \ubd80\uc778 \u2014 \uc624\ub298 \ud558\ub77d\ubd84\uc774 \ub418\ub3cc\ub824\uc9c8 \uc704\ud5d8.<\/li>\n<li>\ud55c\uad6d\uc5d0\uc11c \uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\uac00 -8%\ub300\ub85c \ubc00\ub838\ub2e4. \uba54\ubaa8\ub9ac \uc7ac\ud3c9\uac00 \ud750\ub984\uc774 \ubbf8\uad6d \uba54\ubaa8\ub9ac\uc8fc\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/li>\n<li>\ub098\uc2a4\ub2e5 \uc120\ubb3c(+0.21%)\uc774 \ub2e4\uc6b0(+0.58%)\ubcf4\ub2e4 \uc57d\ud558\ub2e4 \u2014 \uc704\ud5d8\uc120\ud638\uac00 \uae30\uc220\uc8fc\ub85c\ub294 \ub35c \ud750\ub974\uace0 \uc788\ub2e4.<\/li>\n<li>9\uc6d4 \uc778\uc0c1 \ud655\ub960 60~63%\uac00 \uc544\uc9c1 \uadf8\ub300\ub85c\ub2e4. \uc624\ub298 ISM\uc774 \uac15\ud558\uba74 \uc989\uc2dc \ub418\uc0b4\uc544\ub09c\ub2e4.<\/li>\n<\/ul>\n<p><strong>[\ud574\uc11d]<\/strong> \uc624\ub298 \ubbf8\uad6d\uc7a5\uc740 <strong>\uc624\uc804\uacfc \uc624\ud6c4\ub97c \ub098\ub220 \ubcf4\ub294 \uac8c \ub9de\ub2e4.<\/strong><\/p>\n<ul>\n<li><strong>\uac1c\uc7a5~10:00 ET<\/strong> \u2014 \uc720\uac00\u00b7\uae08\ub9ac \ud558\ub77d\uc774 \ub9cc\ub4e0 \uc704\ud5d8\uc120\ud638\uac00 \uadf8\ub300\ub85c \ubc18\uc601\ub418\ub294 \uad6c\uac04. \uc5ec\uae30\uc11c\uc758 \uc0c1\uc2b9\uc740 \uc815\ubcf4\ub7c9\uc774 \uc801\ub2e4.<\/li>\n<li><strong>10:00 ET \uc774\ud6c4<\/strong> \u2014 ISM \uc81c\uc870\uc5c5(\uc608\uc0c1 54.0)\uacfc \ubb3c\uac00\uc9c0\ubd88(\uc608\uc0c1 70.0)\uc774 \ub098\uc628 \ub4a4\uac00 \uc9c4\uc9dc\ub2e4. \uc774 \uc2dc\uc7a5\uc758 \ucd95\uc740 \uc9c0\uae08 \uc131\uc7a5\uc774 \uc544\ub2c8\ub77c <strong>\uae08\ub9ac<\/strong>\uc774\uace0, ISM\uc740 \uadf8 \ucd95\uc744 \uc9c1\uc811 \uac74\ub4dc\ub9ac\ub294 \uccab \uc9c0\ud45c\ub2e4.<\/li>\n<li><strong>\uc7a5 \ub9c8\uac10 \ud6c4<\/strong> \u2014 \ud314\ub780\ud2f0\uc5b4 \uc2e4\uc801. \uc635\uc158 \ub0b4\uc7ac \ubcc0\ub3d9\ud3ed \u00b19.6~12%, \uc8fc\uac00\ub294 \uace0\uc810 \ub300\ube44 -40%. AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc38\ub958\uc5d0\uc774\uc158\uc758 \uc628\ub3c4\uacc4 \uc5ed\ud560\uc744 \ud55c\ub2e4. 8\uc5f0\uc18d \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\uc5d0\ub3c4 \uc8fc\uac00\uac00 40% \ube60\uc9c4 \uc0c1\ud0dc\ub77c\ub294 \uc810 \uc790\uccb4\uac00 &quot;\uc2e4\uc801\uc774 \uc544\ub2c8\ub77c \ud560\uc778\uc728\uc774 \ubb38\uc81c&quot;\ub77c\ub294 \uc9c0\uae08 \uad6d\uba74\uc758 \uc694\uc57d\uc774\ub2e4.<\/li>\n<\/ul>\n<hr>\n<h2>6. \uccb4\ud06c\ud3ec\uc778\ud2b8 \u2014 8\/3 \ubbf8\uad6d\uc7a5\uc5d0\uc11c \ud655\uc778\ud560 \uac83<\/h2>\n<ol>\n<li><strong>ISM \uc81c\uc870\uc5c5 \ubb3c\uac00\uc9c0\ubd88 (10:00 ET, \uc608\uc0c1 70.0 \/ \uc804\uc6d4 73.0)<\/strong> \u2014 \ubcf8\uc9c0\uc218(\uc608\uc0c1 54.0)\ubcf4\ub2e4 \uc774\ucabd\uc774 \ub354 \uc911\uc694\ud558\ub2e4. \uc608\uc0c1\ub300\ub85c \ub0b4\ub824\uac00\uba74 \uc624\ub298 \uc544\uce68 \uae08\ub9ac \ud558\ub77d\uc5d0 \uadfc\uac70\uac00 \ubd99\ub294\ub2e4. \uc548 \ub0b4\ub824\uac00\uba74 30\ub144\ubb3c\uc774 \ub2e4\uc2dc 5.28%\ub85c \ub418\ub3cc\uc544\uac08 \uc218 \uc788\ub2e4.<\/li>\n<li><strong>30\ub144\ubb3c 5.226% \uc720\uc9c0 \uc5ec\ubd80<\/strong> \u2014 \uc624\ub298 \uc885\uac00\uac00 5.2% \uc544\ub798\ub85c \ub9c8\uac10\ud558\uba74 &quot;\uc7a5\uae30\uae08\ub9ac \uc815\uc810 \ud1b5\uacfc&quot; \ub17c\uc758\uac00 \uc2dc\uc791\ub41c\ub2e4. 5.28% \uc704\ub85c \ub418\ub3cc\uc544\uac00\uba74 \uc624\ub298 \uc544\uce68\uc740 \ud558\ub8e8\uc9dc\ub9ac \ub178\uc774\uc988\uc600\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/li>\n<li><strong>\ub9c8\uc774\ud06c\ub860\u00b7SanDisk \uc0c1\ub300 \uac15\ub3c4<\/strong> \u2014 \ud55c\uad6d\uc758 -8%\ub300 \uba54\ubaa8\ub9ac \ud558\ub77d\uc774 \ubbf8\uad6d\uc73c\ub85c \uc804\uc774\ub418\ub294\uc9c0. SOXX \ub300\ube44 \uba54\ubaa8\ub9ac \uac1c\ubcc4\uc8fc\uac00 \ub2e4\uc2dc \ub530\ub85c \ube60\uc9c0\uba74 CXMT\ubc1c \uc7ac\ud3c9\uac00\uac00 \ubbf8\uad6d\uc5d0\uc11c\ub3c4 \uc9c4\ud589 \uc911\uc774\ub77c\ub294 \uc2e0\ud638\ub2e4.<\/li>\n<li><strong>\uc720\uac00 79~81\ub2ec\ub7ec \ub77c\uc778 \ubc29\uc5b4 + \uc774\ub780 \uce21 \ud6c4\uc18d \ubc1c\uc5b8<\/strong> \u2014 \uc774\ub780\uc774 \ud611\uc0c1\uc744 \uacc4\uc18d \ubd80\uc778\ud558\uba74 \uc720\uac00\uac00 \ub418\ub3cc\uc544 \uc624\ub97c \uc218 \uc788\uace0, \uadf8\ub7ec\uba74 \uc624\ub298\uc758 \uae08\ub9ac\u00b7\uc8fc\uc2dd \ubc18\uc751 \uc804\uccb4\uac00 \ubb34\ud6a8\ud654\ub41c\ub2e4. \ub274\uc2a4 \ud750\ub984\uc744 \uc624\ud6c4\uae4c\uc9c0 \ub530\ub77c\uac00\uc57c \ud55c\ub2e4.<\/li>\n<\/ol>\n<hr>\n<h2>\uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 (D-N)<\/h2>\n<table>\n<thead>\n<tr>\n<th>\uc2dc\uc810<\/th>\n<th>\ub0a0\uc9dc (ET)<\/th>\n<th>\ub0b4\uc6a9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>D-0<\/td>\n<td>8\/3(\uc6d4)<\/td>\n<td><strong>\ubbf8\uad6d 7\uc6d4 ISM \uc81c\uc870\uc5c5<\/strong> (\uc608\uc0c1 54.0, \uc804\uc6d4 53.3) \u00b7 S&amp;P \uc81c\uc870\uc5c5 PMI \ucd5c\uc885 \u00b7 \uac74\uc124\uc9c0\ucd9c \u00b7 <strong>\ud314\ub780\ud2f0\uc5b4 \uc2e4\uc801(\uc7a5 \ub9c8\uac10 \ud6c4)<\/strong><\/td>\n<\/tr>\n<tr>\n<td>D-1<\/td>\n<td>8\/4(\ud654)<\/td>\n<td>\ubbf8\uad6d JOLTS \uad6c\uc778\uac74\uc218<\/td>\n<\/tr>\n<tr>\n<td>D-2<\/td>\n<td>8\/5(\uc218)<\/td>\n<td>\ubbf8\uad6d 7\uc6d4 ISM \uc11c\ube44\uc2a4\uc5c5 \u00b7 <strong>AMD \uc2e4\uc801<\/strong><\/td>\n<\/tr>\n<tr>\n<td>D-3~4<\/td>\n<td>8\/6~7(\ubaa9\u00b7\uae08)<\/td>\n<td>SanDisk \uc2e4\uc801(NAND \uc804\ub9dd) \u00b7 <strong>\ubbf8\uad6d 7\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c(NFP, 8\/7)<\/strong><\/td>\n<\/tr>\n<tr>\n<td>D-9<\/td>\n<td>8\/12(\uc218)<\/td>\n<td><strong>\ubbf8\uad6d 7\uc6d4 CPI<\/strong> \u2014 9\uc6d4 FOMC \ucd5c\ub300 \uc7ac\ub8cc<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>8\uc6d4 \uc911\uc21c<\/td>\n<td>\ud55c\uad6d 8\uc6d4 1~20\uc77c \uc218\ucd9c \uc7a0\uc815\uce58 \u00b7 D\ub7a8 8\uc6d4 \uace0\uc815\uac70\ub798\uac00\uaca9<\/td>\n<\/tr>\n<tr>\n<td>D-N<\/td>\n<td>9\uc6d4 FOMC<\/td>\n<td>\uc2dc\uc7a5\uc774 +25bp \uc778\uc0c1\uc744 \uc57d 60~63% \ud504\ub77c\uc774\uc2f1 \uc911<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr>\n<h2>\uc815\uc815 \uc0ac\ud56d<\/h2>\n<p>\uc5c6\uc74c.<\/p>\n<p>(\ucc38\uace0 \u2014 8\/2 PM \ub9ac\ud3ec\ud2b8\uc5d0\uc11c &quot;\ubbf8\uad6d 8\/3 ISM \uc81c\uc870\uc5c5 \uc608\uc0c1 54, \uc804\uc6d4 53.3&quot;\uc73c\ub85c \uc801\uc5c8\uace0, \uc624\ub298 \ud655\uc778\ub41c \ucee8\uc13c\uc11c\uc2a4\ub294 54.0\uc73c\ub85c \ub3d9\uc77c\ud558\ub2e4. \ub2e4\ub9cc \ubb3c\uac00\uc9c0\ubd88 \ud56d\ubaa9(\uc608\uc0c1 70.0\/\uc804\uc6d4 73.0)\uc740 \uc804 \ub9ac\ud3ec\ud2b8\uc5d0 \uc5c6\uc5c8\uc73c\ubbc0\ub85c \uc624\ub298 \ucd94\uac00 \ubc18\uc601\ud588\ub2e4.)<\/p>\n<hr>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.ksat.com\/business\/2026\/08\/03\/asian-stocks-are-mixed-as-yen-jumps-against-the-dollar-while-oil-prices-slip\/\">Asian stocks are mixed as yen jumps against the dollar, while oil prices slip (AP \/ KSAT)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/oil-prices-today-wti-brent-hormuz-trump-iran.html\">Oil prices: WTI, Brent: Trump says he called off planned strike on Iran (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/us-treasury-yields-investors-bonds-war.html\">U.S. Treasury yields fall as oil prices plunge on Iran de-escalation hopes (CNBC)<\/a><\/li>\n<li><a href=\"https:\/\/www.nbcnews.com\/world\/iran\/oil-prices-slide-us-iran-pause-strikes-trump-diplomacy-hormuz-red-sea-rcna589383\">Oil prices slide as U.S. and Iran pause strikes to give &#39;space&#39; for diplomacy (NBC News)<\/a><\/li>\n<li><a href=\"https:\/\/finance.yahoo.com\/markets\/live\/stock-market-today-monday-august-3-dow-sp-500-nasdaq-092516872.html\">Stock market today: Dow, S&amp;P 500, Nasdaq futures rise as Trump calls off Iran attack (Yahoo Finance)<\/a><\/li>\n<li><a href=\"https:\/\/uk.finance.yahoo.com\/news\/european-stocks-advance-falling-oil-084931057.html\">European Stocks Advance as Falling Oil Prices Lift Market Sentiment (Yahoo Finance UK)<\/a><\/li>\n<li><a href=\"https:\/\/www.investing.com\/news\/commodities-news\/gold-climbs-as-trump-delays-iran-strike-softer-oil-eases-inflation-concerns-4829739\">Gold climbs as Trump delays Iran strike, softer oil eases inflation concerns (Investing.com)<\/a><\/li>\n<li><a href=\"https:\/\/www.tradingkey.com\/news\/market-movers\/262069532-market-movers-usoil-20260803\">WTI (USOIL) Volatility Intensified on Aug 3: What to Watch (TradingKey)<\/a><\/li>\n<li><a href=\"https:\/\/x.com\/marketsday\/status\/2083905254417150307\">US Economic Calendar \u2014 Monday, August 3, 2026 (Markets Today)<\/a><\/li>\n<li><a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/palantir-shares-may-move-96-on-aug-3-earnings-report-93CH-4814665\">Palantir shares may move 9.6% on Aug. 3 earnings report (Investing.com)<\/a><\/li>\n<li><a href=\"https:\/\/www.tradingkey.com\/analysis\/stocks\/us-stocks\/262067492-august-3-7-2026-preview-palantir-amd-sandisk-earnings-nfarm-payrolls-tradingkey\">August Kicks Off: Palantir, AMD, SanDisk Earnings and NFP Jobs Report (TradingKey)<\/a><\/li>\n<li><a href=\"https:\/\/www.wikitree.co.kr\/articles\/1150139\">\ucf54\uc2a4\ud53c 6257.45 \ub9c8\uac10\u2026\ub300\ud615\uc8fc \ub5a8\uc5b4\uc9c8 \ub54c \ud640\ub85c \uc624\ub978 &#39;\uc774 \uc8fc\uc2dd&#39; (\uc704\ud0a4\ud2b8\ub9ac)<\/a><\/li>\n<li><a href=\"https:\/\/biz.heraldcorp.com\/article\/10829454\">\ucf54\uc2a4\ud53c 5% \uae09\ub77d\u00b7\ucf54\uc2a4\ub2e5 2% \uae09\ub4f1\u2026\ubc18\ub3c4\uccb4 \ucc28\uc775\uc2e4\ud604\uc5d0 &#39;\ub514\ucee4\ud50c\ub9c1&#39; (\ud5e4\ub7f4\ub4dc\uacbd\uc81c)<\/a><\/li>\n<li><a href=\"https:\/\/www.fnnews.com\/news\/202608031556543256\">&quot;\uc624\ub298\uc740 \ucf54\uc2a4\ub2e5 \uc5ed\uc804 \uc138\uacc4&quot;\u2026\ucf54\uc2a4\ud53c 5% \ub0b4\ub9ac\uace0, \ucf54\uc2a4\ub2e5 2% \uc62c\ub790\ub2e4 (\ud30c\uc774\ub0b8\uc15c\ub274\uc2a4)<\/a><\/li>\n<li><a href=\"https:\/\/www.newspim.com\/news\/view\/20260803001301\">\ucf54\uc2a4\ud53c 5.12% \ud558\ub77d\u2026\ud22c\uc2ec\uc740 \ubc18\ub3c4\uccb4\u2192\ube44\ubc18\ub3c4\uccb4 (\ub274\uc2a4\ud54c)<\/a><\/li>\n<li><a href=\"https:\/\/www.hankookilbo.com\/news\/article\/A2026080314210005198\">7\uc870 \uc6d0 \uc4f8\uc5b4 \ub2f4\ub354\ub2c8 \ud558\ub8e8 \ub9cc\uc5d0 3\uc870 \uc6d0 \uc21c\ub9e4\ub3c4\u2026\uc678\uad6d\uc778 \uc218\uae09 \uc9c0\uc18d\ub420\uae4c (\ud55c\uad6d\uc77c\ubcf4)<\/a><\/li>\n<li><a href=\"https:\/\/www.asiae.co.kr\/article\/2026080315332161642\">\uc6d0\u00b7\ub2ec\ub7ec \ud658\uc728 5.8\uc6d0 \uc624\ub978 1429.8\uc6d0 (\uc544\uc2dc\uc544\uacbd\uc81c)<\/a><\/li>\n<li><a href=\"https:\/\/www.businesskorea.co.kr\/news\/articleView.html?idxno=274005\">[\uac1c\uc7a5 \uc2dc\ud669] \ucf54\uc2a4\ud53c, 3.6% \ub0b4\ub9ac\uba70 6,350 \ud6c4\ubc18\ub300 \uac1c\uc7a5 (Businesskorea)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnn.com\/2026\/07\/11\/world\/live-news\/iran-war-trump\">July 11, 2026 \u2014 US strikes Iran after ship attack in Strait of Hormuz (CNN)<\/a><\/li>\n<\/ul>\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>\uc8fc\ub9d0 \uc0ac\uc774 \uc2dc\uc7a5\uc744 \ub204\ub974\ub358 \ub450 \uac1c\uc758 \ubb34\uac8c \uc911 \ud558\ub098\uac00 \ube60\uc84c\uc2b5\ub2c8\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc77c\uc694\uc77c\uc5d0 \uc774\ub780\uc5d0 \ub300\ud55c \ucd94\uac00 \ud0c0\uaca9\uc744 \ubcf4\ub958\ud55c\ub2e4\uace0 \ubc1d\ud614\uace0, \uce74\ud0c0\ub974\u00b7\uc0ac\uc6b0\ub514\u00b7UAE \uac78\ud504 3\uad6d\uc758 \uc694\uccad\uc774 \uadf8 \ubc30\uacbd\uc73c\ub85c \uac70\ub860\ub410\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \uc6d4\uc694\uc77c \uc544\uce68 WTI\ub294 7981\ub2ec\ub7ec\ub300\ub85c 4.66% \uae09\ub77d\ud588\uace0, \uc9c0\ub09c\uc8fc \ub0b4\ub0b4 \uc2dc\uc7a5\uc744 \uc555\ubc15\ud558\ub358 \ubbf8\uad6d 30\ub144\ubb3c \uae08\ub9ac\ub294 5.28%\uc5d0\uc11c 5.226%\ub85c \ubb3c\ub7ec\uc130\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc99d\uc2dc\ub294 STOXX600 +0.4%, DAX +0.9%\ub85c \uc0ac\uc0c1 \ucd5c\uace0 \ubd80\uadfc\uae4c\uc9c0 \uc62c\ub77c\uc130\uace0 \ubbf8\uad6d&#8230;<\/p>\n","protected":false},"author":1,"featured_media":398,"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-403","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\/403","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=403"}],"version-history":[{"count":0,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/posts\/403\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=\/wp\/v2\/media\/398"}],"wp:attachment":[{"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=403"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=403"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wecansurvive.ca\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=403"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}