๐Ÿšจ FOMC : 25bp์ธ์ƒํ›„, ์ผ์‹œ์ ์ธ ์ •์ง€๋ฅผ ๊ฒฐ์ •ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ



๐Ÿ“‰ ๋ฏธ๊ตญ ์—ฐ๋ฐฉ์ค€๋น„์€ํ–‰(Fed) ํšŒ์˜ ํ•˜๋ฃจ ์ „, 25bp ์ธ์ƒ์— ๋Œ€ํ•œ ๊ฐ€๋Šฅ์„ฑ์ด ์™„์ „ํžˆ ๋ฐ˜์˜๋ผ ๋ฒ„๋ ธ๋‹ค.

์ด๋Ÿฌํ•œ ์›€์ง์ž„์€ Fed ํšŒ์˜ ํ•˜๋ฃจ ์ „์—๋Š” ์ ˆ๋Œ€ ์ผ์–ด๋‚˜์ง€ ์•Š๋Š” ํ˜„์ƒ์ด๋‹ค.

FOMC(Federal Open Market Committee)์˜ ๊ธˆ๋ฆฌ ๊ฒฐ์ •์ผ ํ•˜๋ฃจ ์ „์— 25-bps ์ธ์ƒ ๊ฐ€๋Šฅ์„ฑ์ด ์™„์ „ํžˆ ์ œ๊ฑฐ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์ตœ์ข… ๋ชฉํ‘œ ๊ธˆ๋ฆฌ๋Š” 5%๋กœ ์œ ์ง€๋ฉ๋‹ˆ๋‹ค.

์ด๋Ÿฌํ•œ ์›€์ง์ž„์€ Fed ํšŒ์˜ ํ•˜๋ฃจ ์ „์—๋Š” ์ ˆ๋Œ€ ๋ฐœ์ƒํ•˜์ง€ ์•Š๋Š” ๊ฒƒ์ด๋ฉฐ, ์ด๋Š” ์‚ฌ์ดํด์˜ ๋์— ๋‹ค๋‹ค๋ฅธ ์ด๋ฒคํŠธ์ž…๋‹ˆ๋‹ค.


by : Joe Consorti



๋ถˆ๊ท ํ˜•์ ์ธ ์ƒ์Šน ์œ„ํ—˜๊ณผ ๊ด€๋ จ๋œ ์œ„ํ—˜์ด ์ด์ œ ๊ท ํ˜•์„ ์ด๋ฃจ์—ˆ์Šต๋‹ˆ๋‹ค. ์ง€๊ธˆ์€ ๋„ˆ๋ฌด ๋งŽ์ด ์ธ์ƒํ•˜๋Š” ๊ฒƒ๋ณด๋‹ค ์ธ์ƒํ•˜์ง€ ์•Š๋Š” ๊ฒƒ์ด ๋” ์œ„ํ—˜ํ•ฉ๋‹ˆ๋‹ค.

๐Ÿ“‰ ์ €๋Š” Fed๊ฐ€ ๋‚ด์ผ ํ•œ ๋ฒˆ ๋” ์ธ์ƒํ•  ๊ฒƒ์ด๋ผ๊ณ  ์ƒ๊ฐํ•˜์ง€๋งŒ, ๊ทธ๋“ค์ด ๊ทธ๋ ‡๊ฒŒ ํ•  ํ•„์š”๋Š” ์—†์Šต๋‹ˆ๋‹ค.




๐Ÿ“‰ ์˜ˆ์ƒ์œผ๋กœ๋Š” 25bp ์ธ์ƒ ํ›„, ์ผ์‹œ์ ์ธ ์ •์ง€๋ฅผ ๊ฒฐ์ •ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค.

ํ•˜์ง€๋งŒ,

๐Ÿ“‰ ํ™•๋ฅ ์€ 94%์—์„œ 78%๋กœ ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋Š” ์™„์ „ํžˆ ๊ฐ€๊ฒฉ์ด ๊ฒฐ์ •๋˜์ง€ ์•Š์•˜์Œ์„ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.




โ€ป ๋ณธ ํฌ์ŠคํŒ…์€ ์ฝ˜ํ…์ธ , ์ •ํ™•์„ฑ์„ ๋ณด์ฆํ•˜๊ฑฐ๋‚˜ ์ฑ…์ž„์ง€์ง€ ์•Š์Šต๋‹ˆ๋‹ค.
์•”ํ˜ธํ™”ํ์™€ ๊ด€๋ จ๋œ ์‹คํ–‰์„ ์ทจํ•˜๊ธฐ ์ „์— ์Šค์Šค๋กœ ์กฐ์‚ฌํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.