250215

Dow Jones 44,546.08 -165.35 -0.37%
S&P 500 6,114.63 -0.44 -0.01%
Nasdaq 20,026.77 +81.13 +0.41%
S&P 500 VIX 14.77 -0.33 -2.19%
Dollar Index 106.58 -0.640 -0.60%

U.S. 10Y 4.477 -0.055 -1.32%
U.S. 30Y 4.698 -0.042 -0.84%
U.S. 5Y 4.328 -0.062 -1.37%
U.S. 3M 4.32 -0.005 -0.23%
US 10Y T-Note Futures 109.31 +0.34 +0.31%
Euro Bund Futures 132.85 0.00 0.00%
10-2 Yield Spread 21.52 -0.68 -3.06%

Crude Oil WTI 70.71 -0.55 -0.77%
Brent Oil 74.74 -0.28 -0.37%
Natural Gas 3.725 +0.097 +2.76%
Gold 2,900.70 -44.70 -1.52%
Silver 32.855 +0.129 +0.40%
Copper 4.6372 -0.0273 -0.59%
US Soybeans 1,036.00 +6.00 +0.58%

 

 

 

지난주에 발표된 1월의 두 가지 새로운 인플레이션 수치에 따르면 가격이 월가가 예상했던 것보다 더 많이 상승한 것으로 나타났지만, 경제학자들은 세부 내용에서 시장과 연방준비제도에 대한 긍정적인 소식을 발견했습니다.

연방준비제도가 선호하는 인플레이션 지표인 개인소비지출(PCE) 지수에 반영되는 소비자물가지수(CPI)와 생산자물가지수(PPI)의 항목을 평가해 보면 1월에는 가격 상승이 둔화된 것으로 보입니다.

경제학자들은 이제 변동성이 큰 식품 및 에너지 범주를 제외한 "핵심" PCE가 12월의 2.8%에서 하락한 2.6%에 도달할 것으로 예상합니다. 이는 블룸버그 데이터에 따르면 시장에서 2025년에 연준이 1~2회 금리를 인하할 것으로 예상하고 있으며, 이는 지난주와 크게 다르지 않습니다. 그리고 중요한 점은 많은 경제학자들이 연준이 금리를 인상하기보다는 인하할 가능성이 더 높다고 여전히 생각한다는 것입니다.

 

S&P 500은 다시 기록적인 고점에 가까워졌고, 이번에는 소수의 기술 주식에 관한 것이 아닙니다. 그렇습니다. 

 

Meta( META ) 주식은 20일 연속 상승했으며 올해 25% 이상의 상승이 S&P 500의 상승에 기여했습니다. 그러나 Meta와 Amazon( AMZN )은 2025년 현재까지 S&P 500을 앞지른 유일한 Magnificent Seven 기술 주식입니다. 한편, 지수의 4% 상승을 앞지르는 회사의 수는 2025년을 시작으로 급증했습니다.

수요일 마감 시점에 S&P 500의 48%가 2025년에 지수를 능가하고 있으며, 25년 중간값과 일치하고 작년에 보인 29%보다 높습니다. Richard Bernstein Advisors CEO Richard Bernstein이 Yahoo Finance의 최신 차트북 에서 지적했듯이 , 지난 2년은 25년 동안 지수를 능가하는 주식 수가 가장 적었습니다.

 

 

https://finance.yahoo.com/news/warren-only-congress--not-trump-or-musk--can-get-rid-of-the-cfpb-215056930.html

Warren: Only Congress — not Trump or Musk — can 'get rid of the CFPB'

https://finance.yahoo.com/news/americans-have-always-sought-debt-relief-after-the-holidays-now-their-struggle-is-year-round-150057204.html

Americans have always sought debt relief after the holidays. Now their struggle is year-round.

https://finance.yahoo.com/news/why-trump-reciprocal-tariffs-should-terrify-bulls-in-apple-amazon-and-other-tech-plays-133025192.html

Why Trump reciprocal tariffs should terrify bulls in Apple, Amazon, and other tech plays

https://finance.yahoo.com/news/this-week-in-trumponomics-somebody-elses-inflation-150013810.html

This week in Trumponomics: Somebody else's inflation (Commentary)

 

https://finance.yahoo.com/news/reddit-continues-to-show-the-flip-side-of-ai-chart-of-the-week-110048225.html

Reddit continues to show the flip side of AI: Chart of the Week