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8·9월만 되면 힘 못쓰는 증시, 올해도 그럴까?


오마이뉴스
ⓒ 연합뉴스
2분기 실적발표 시즌을 맞아 국내 주요 기업들이 사상 최대치 실적을 내면서 연일 축포를 터트리고 있다. 국내에선 반도체를 포함한 제조업군의 약진이 두드러진다.
지난달 29일 삼성전자는 공시를 통해 지난 2분기 연결 기준 매출이 63조6716억원, 영업이익이 12조5667억원을 기록했다고 밝혔다. 상반기 매출만 128조원을 돌파해 사상 최대치를 경신했다. SK하이닉스도 2분기 매출액으로 10조3217억원을 기록했다. 지난 2018년 3분기 이후 분기 매출액이 10조원을 넘긴 건 이번이 처음이다.
하지만 두 기업의 주식을 산 개인 투자자들은 정작 울상을 짓고 있다. 좋은 실적에도 되레 떨어지고 있는 주가 때문이다. 삼성전자의 주가는 지난 1월 9만6000원대로 최고치를 기록한 이래, 현재(2일 종가)는 고점 대비 약 18% 떨어진 7만9300 ....

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How will delta variant affect future course of US dollar?


By Stephen Lee
Stephen Lee is the chief economist at Meritz Securities, Seoul. Courtesy of Stephen LeeThe DXY (U.S. dollar index) ― measuring the value of the U.S. dollar against six major currencies ― stands at 92.89 as of July 21, its highest since April. The dollar depreciated in the 2nd quarter, on expectations that a global recovery would take place alongside a faster vaccination push. But the dollar has been rising again since June, this time on expectations that monetary policy will diverge between the Federal Reserve (FRB) and the European Central Bank (ECB), and concerns that a resurgence of COVID-19 will hurt the economic recovery. ....

Soult Ukpyolsi , South Korea , United States , Stephen Lee , European Central Bank , Market Committee , Meritz Securities , Federal Reserve , June Federal Open Market Committee , Federal Funds Rate , Google Mobility Trends , தெற்கு கொரியா , ஒன்றுபட்டது மாநிலங்களில் , ஸ்டீபன் லீ , ஐரோப்பிய மைய வங்கி , சந்தை குழு , கூட்டாட்சியின் இருப்பு , ஜூன் கூட்டாட்சியின் திறந்த சந்தை குழு , கூட்டாட்சியின் நிதி ரேட் , கூகிள் இயக்கம் போக்குகள் ,