๐Ÿ‡บ๐Ÿ‡ธ ๋ฏธ๊ตญ ์‹œ์žฅ ๋ธŒ๋ฆฌํ•‘ (2026/04/25)

์˜ค๋Š˜ ์‹œ์žฅ์„ ๊ด€ํ†ตํ•˜๋Š” ํ•ต์‹ฌ ํ˜„์•ˆ: S&P 500๊ณผ ๋‚˜์Šค๋‹ฅ, ์ธํ…”์˜ ์ƒ์Šน์— ํž˜์ž…์–ด ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ฒฝ์‹ 

์ง€์ˆ˜๋ช… ์ข…๊ฐ€ ๋“ฑ๋ฝ ๋“ฑ๋ฝ๋ฅ 
S&P 500 7165.08 +56.68 +0.80%
NASDAQ 24836.60 +398.10 +1.63%
DOW 49230.71 -79.61 -0.16%
SOX 10513.66 +435.09 +4.32%
RUSSELL 2787.00 +11.90 +0.43%
VIX 18.71 -0.60 -3.11%

์˜ค๋Š˜ S&P 500๊ณผ ๋‚˜์Šค๋‹ฅ์€ ์ธํ…”์˜ ํ˜ธ์‹ค์ ๊ณผ ํ•จ๊ป˜ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ๊ธฐ๋กํ–ˆ์Šต๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด, ๋‹ค์šฐ์ง€์ˆ˜๋Š” ์†Œํญ ํ•˜๋ฝํ•˜๋ฉฐ ํ˜ผ์กฐ์„ธ๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. VIX ์ง€์ˆ˜๋Š” 20 ์ดํ•˜๋กœ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ์–ด, ํ˜„์žฌ ์‹œ์žฅ์˜ ๊ณตํฌ ์ˆ˜์ค€์€ ๋‚ฎ์€ ํŽธ์ž…๋‹ˆ๋‹ค.

๋งŒ๊ธฐ ์ˆ˜์ต๋ฅ (%) ์ „์ผ๋น„(bp)
5๋…„ 3.92 -3.2
10๋…„ 4.31 -1.3
30๋…„ 4.92 -0.2

์žฅ๊ธฐ ๊ธˆ๋ฆฌ๋Š” ์†Œํญ ํ•˜๋ฝํ•˜์—ฌ ํ†ตํ™” ์ •์ฑ…์˜ ์™„ํ™” ๊ธฐ๋Œ€๊ฐ์„ ๋ฐ˜์˜ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ตœ๊ทผ ๊ธˆ๋ฆฌ ํ•˜๋ฝ์€ ๊ฒฝ๊ธฐ ํšŒ๋ณต์— ๋Œ€ํ•œ ๊ธฐ๋Œ€๊ฐ์„ ๋†’์ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

ํ’ˆ๋ชฉ ๊ฐ€๊ฒฉ ๋“ฑ๋ฝ๋ฅ 
WTI 94.99 -0.90%
Brent 100.04 -4.79%
Gold 4723.80 +0.40%
Silver 75.73 +0.34%
Copper 6.03 -0.80%
Natgas 2.69 +2.72%

๊ตฌ๋ฆฌ๋Š” ์†Œํญ ํ•˜๋ฝํ•˜๋ฉฐ ๊ฒฝ๊ธฐ ํšŒ๋ณต์— ๋Œ€ํ•œ ์šฐ๋ ค๋ฅผ ๋ฐ˜์˜ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฒœ์—ฐ๊ฐ€์Šค๋Š” ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ์—๋„ˆ์ง€ ๋น„์šฉ ์ƒ์Šน์„ ๋‚˜ํƒ€๋‚ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

ํ†ตํ™”์Œ ํ™˜์œจ ๋“ฑ๋ฝ๋ฅ 
USD/KRW 1476.32 -0.11%
USD/JPY 159.33 -0.10%
USD/CNY 6.84 +0.16%

๋‹ฌ๋Ÿฌ๋Š” ์†Œํญ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ์•„์‹œ์•„ ํ†ตํ™” ๋Œ€๋น„ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ฃผ์š” ๋‰ด์Šค Top 5

S&P 500, Nasdaq close at records, boosted by Intel - ์ธํ…”์˜ ์‹ค์  ํ˜ธ์กฐ๋กœ S&P 500๊ณผ ๋‚˜์Šค๋‹ฅ์ด ์‚ฌ์ƒ ์ตœ๊ณ ์น˜๋ฅผ ๊ฒฝ์‹ ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ถœ์ฒ˜: CNBC

Stock market today: Nvidia retakes $5 trillion mark - ์—”๋น„๋””์•„๊ฐ€ 5์กฐ ๋‹ฌ๋Ÿฌ์˜ ์‹œ๊ฐ€์ด์•ก์„ ํšŒ๋ณตํ•˜๋ฉฐ ์‹œ์žฅ์— ๊ธ์ •์ ์ธ ์˜ํ–ฅ์„ ๋ฏธ์ณค์Šต๋‹ˆ๋‹ค. ์ถœ์ฒ˜: Yahoo Finance

Wall Street's 'fear gauge' is doing something unusual - VIX๊ฐ€ ์˜ˆ์ƒ๊ณผ ๋‹ฌ๋ฆฌ ์•ˆ์ •์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์–ด ํˆฌ์ž์ž๋“ค์˜ ์‹ฌ๋ฆฌ๊ฐ€ ๊ฐœ์„ ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ถœ์ฒ˜: CNBC

Stock market today: Dow, S&P 500, Nasdaq retreat as software stocks plunge - ์†Œํ”„ํŠธ์›จ์–ด ์ฃผ์‹์˜ ํ•˜๋ฝ์œผ๋กœ ์‹œ์žฅ์ด ์กฐ์ •์„ ๊ฒช์—ˆ์Šต๋‹ˆ๋‹ค. ์ถœ์ฒ˜: Yahoo Finance

Stock Market Today (Apr. 23, 2026): Nasdaq, S&P 500 close lower - ์ด๋ž€ ์ „์Ÿ ์šฐ๋ ค๊ฐ€ ๋‹ค์‹œ ๋ถ€๊ฐ๋˜๋ฉฐ ์‹œ์žฅ์ด ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ์ถœ์ฒ˜: TheStreet

๊ธ€๋กœ๋ฒŒ ๊ฒฝ์ œ ์ง€ํ‘œ ๋ฐœํ‘œ์— ๋”ฐ๋ฅธ ์‹œ์žฅ ๋ฐ˜์‘์ด๋ž€ ์ „์Ÿ ๊ด€๋ จ ๋‰ด์Šค์˜ ํ–ฅํ›„ ์˜ํ–ฅ๊ธˆ๋ฆฌ ๋ณ€๋™์„ฑ์„ ํฌํ•จํ•œ ํ†ตํ™” ์ •์ฑ… ๋ณ€ํ™” ๊ฐ€๋Šฅ์„ฑ

โš ๏ธ ๋ณธ ๋ธŒ๋ฆฌํ•‘์€ ์ •๋ณด ์ œ๊ณต ๋ชฉ์ ์ด๋ฉฐ ํˆฌ์ž ์กฐ์–ธ์ด ์•„๋‹™๋‹ˆ๋‹ค. ๋ณธ ๋ธŒ๋ฆฌํ•‘์€ ๊ณต๊ฐœ๋œ ์‹œ์žฅ ๋ฐ์ดํ„ฐ ๋ฐ ๋‰ด์Šค๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ AI๊ฐ€ ์ž๋™ ์ƒ์„ฑํ•œ ์ฐธ๊ณ  ์ž๋ฃŒ์ž…๋‹ˆ๋‹ค.

๐Ÿ“ˆ ๊ด€๋ จ ETF ์‹œ์„ธ

๊ฐ™์€ ์ฃผ์ œ๋ฅผ ๋‹ค๋ฃฌ ์ตœ์‹  ๊ธ€์„ ๊ณตํ†ต ํƒœ๊ทธ ๊ธฐ์ค€์œผ๋กœ ์—ฐ๊ฒฐํ–ˆ์Šต๋‹ˆ๋‹ค.

๋ธŒ๋ฆฌํ•‘โ€ข2026๋…„ 7์›” 17์ผ

๋ฏธ๊ตญ ์‹œ์žฅ ๋ธŒ๋ฆฌํ•‘ (2026/07/17)

1. ํ•ต์‹ฌ ์„ธ ๋ฌธ์žฅ [์‹œ์žฅ ๋ฐ์ดํ„ฐ] 2026๋…„ 7์›” 16์ผ ๋‚˜์Šค๋‹ฅ์€ 1.47%, ํ•„๋ผ๋ธํ”ผ์•„ ๋ฐ˜๋„์ฒด ์ง€์ˆ˜(SOX)๋Š” 4.29% ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. S&P 500์€ -0.51%, ๋‹ค์šฐ๋Š” -0.20%์˜€์Šต๋‹ˆ๋‹ค. [๋‰ด์Šค ๋ณด์กฐ์ž๋ฃŒ] ์ž…๋ ฅ ๋‰ด์Šค ์„ค๋ช…์—๋Š” ๋ฐ˜๋„์ฒดยท์•ŒํŒŒ๋ฒณ ๋งค๋„, AI ํˆฌ์ž ์ˆ˜์ต์„ฑ ์šฐ๋ ค, ์ง€์ •ํ•™์  ๊ธด์žฅ์ด ์–ธ๊ธ‰๋ฉ๋‹ˆ๋‹ค. ์ด๋Š”

๋ธŒ๋ฆฌํ•‘โ€ข2026๋…„ 6์›” 27์ผ

๐Ÿ‡บ๐Ÿ‡ธ ๋ฏธ๊ตญ ์‹œ์žฅ ๋ธŒ๋ฆฌํ•‘ (2026/06/27)

R2 Insights: Morning Briefing 1. ํ—ค๋“œ๋ผ์ธ: ๋ฐ˜๋„์ฒด ์„นํ„ฐ ๊ธ‰๋ฝ๊ณผ ์—๋„ˆ์ง€ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์† ํ˜ผ์กฐ์„ธ, ์•ˆ์ „์ž์‚ฐ ์„ ํ˜ธ ์‹ฌ๋ฆฌ ๋ถ€๊ฐ 2. ์ฃผ์š” ์ง€์ˆ˜ ํ…Œ์ด๋ธ” ์ง€์ˆ˜๋ช… ์ข…๊ฐ€ ๋“ฑ๋ฝ ๋“ฑ๋ฝ๋ฅ  S&P 500 7,354.02 -3.47 -0.05% Nasdaq 25,297.62 -60.98 -0.24% Dow Jones 5

๋ธŒ๋ฆฌํ•‘โ€ข2026๋…„ 6์›” 25์ผ

๐Ÿ‡บ๐Ÿ‡ธ ๋ฏธ๊ตญ ์‹œ์žฅ ๋ธŒ๋ฆฌํ•‘ (2026/06/26)

R2 Insights: Morning Briefing 2026๋…„ 06์›” 26์ผ | ์›”๊ฐ€ ์‹œ๋‹ˆ์–ด ํ€€ํŠธ ๋ฆฌํฌํŠธ 1. ํ—ค๋“œ๋ผ์ธ ๋งˆ์ดํฌ๋ก  ํ˜ธ์‹ค์ ์—๋„ ์—‡๊ฐˆ๋ฆฐ ํฌ๋น„: ๋‹ค์šฐ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๋ŒํŒŒ vs ๋‚˜์Šค๋‹ฅ 4์ผ ์—ฐ์† ํ•˜๋ฝ์˜ '๊ธฐ์ˆ ์ฃผ ํ”ผ๋กœ๊ฐ' 2. ์ฃผ์š” ์ง€์ˆ˜ ํ…Œ์ด๋ธ” ์ง€์ˆ˜๋ช… ์ข…๊ฐ€ ๋“ฑ๋ฝ ๋“ฑ๋ฝ๋ฅ  S&P 500 7,357.49 -0.73 -0.01% Nasdaq 25,358.60 -118.04 -0.46% Dow Jones 51,920.62 +71.72 +0.14% ํ•„๋ผ๋ธํ”ผ์•„ ๋ฐ˜๋„์ฒด (SOX) 13,940.87 +482.67 +3.59% Russell 2000 3,007.86 +21.23 +0.71% VIX (๊ณตํฌ ์ง€์ˆ˜) 18.89 +0.26 +1.40% ์‹œ์žฅ์€ ๊ทน๋ช…ํ•œ ์˜จ๋„์ฐจ๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ๋งˆ์ดํฌ๋ก ์˜ '์–ด๋‹ ์„œํ”„๋ผ์ด์ฆˆ'๋กœ ๋ฐ˜๋„์ฒด ์ง€์ˆ˜(SOX)๊ฐ€ 3.59% ํญ๋“ฑํ–ˆ์Œ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ , ์• ํ”Œ ๋“ฑ ๋Œ€ํ˜• ๊ธฐ์ˆ ์ฃผ์— ๋Œ€ํ•œ ์ฐจ์ต ์‹คํ˜„ ๋งค๋ฌผ์ด ์Ÿ์•„์ง€