250101

 

Dow Jones 42,544.22 -29.51 -0.07%
S&P 500 5,881.60 -25.30 -0.43%
Nasdaq 19,310.79 -176.00 -0.90%
S&P 500 VIX 17.35 0.00 0.00%
Dollar Index 108.28 +0.350 +0.32%

U.S. 10Y 4.573 -0.004 -0.09%
U.S. 30Y 4.786 +0.003 +0.06%
U.S. 5Y 4.38 -0.011 -0.25%
U.S. 3M 4.333 +0.007 +0.16%
US 10Y T-Note Futures 108.75 0.00 0.00%
Euro Bund Futures 133.28 0.00 0.00%
10-2 Yield Spread 33.14 +4.46 +15.55%

Crude Oil WTI 71.72 -0.14 -0.19%
Brent Oil 74.42 +0.85 +1.16%
Natural Gas 3.633 -0.303 -7.70%
Gold 2,639.30 -0.05 0.00%
Silver 29.29 -0.003 -0.01%
Copper 4.0235 -0.0002 0.00%
US Soybeans 998.25 0.00 0.00%

 

 

 

https://news.einfomax.co.kr/news/articleView.html?idxno=4338274

12월 수출 613.8억 달러·6.6%↑…시장 전망 상회(상보) - 연합인포맥스

 

https://finance.yahoo.com/news/10-stocks-retail-investors-craved-in-2024-161231103.html

10 stocks retail investors craved in 2024

 

 

https://finance.yahoo.com/news/heres-where-wall-street-sees-stocks-heading-after-the-best-2-year-stretch-since-97-98-211510523.html

Here's where Wall Street sees stocks heading after the best 2-year stretch since '97-'98

 

 

4분기 시장 모멘텀 둔화
4분기는 일반적으로 주식에 있어서 올해 최고의 분기입니다. 2000년 이래로 S&P 500은 마지막 분기에 평균 4% 이상의 상승을 기록했습니다. 이는 2분기의 2% 평균 상승의 두 배이며 1분기와 3분기의 분수 평균 상승보다 훨씬 더 좋습니다.

2000년 이후 S&P 500의 평균 수익률
1분기 +0.7%
2분기 +1.9%
3분기 +0.1%
4분기 +4.2%

하지만 2024년은 현저히 달랐습니다. 2018년 이후 처음으로 4분기가 올해 가장 약한 분기가 되었습니다. S&P 500은 Big Tech의 모멘텀이 연말 몇 주 동안 둔화되면서 2% 미만으로 상승했습니다. 이는 지난 3개월 동안 그 해 지수의 전반적인 상승을 이룬 2021-23년과는 극명한 대조를 이룹니다.

대신, 2019년 이후 처음으로 올해 1분기가 가장 좋은 성과를 보였습니다.

S&P 500의 2024년 수익률
1분기 +10.2%
2분기 +3.9%
3분기 +5.5%
4분기 +1.9%

 

https://finance.yahoo.com/news/investors-hope-us-stock-market-111503671.html

Investors hope for US stock market trifecta in 2025 after back-to-back boom years

https://finance.yahoo.com/news/how-the-fed-and-trump-could-collide-in-2025-090034098.html

How the Fed and Trump could collide in 2025