25. 12. 09 경제 부동산 뉴스 & 블로그

 

 

25. 12. 09 경제 부동산 뉴스 & 블로그 

10·15 대책 이후 다른 출구 찾는 부동산시장
https://m.blog.naver.com/r-cast/224098837423

"갭투자 막혀"…10·15대책 후 한강벨트 아파트 거래 90% 급감 - 부동산뉴스와 블로그모음 12월8일 월요일
https://m.blog.naver.com/baekilee/224101821447

【상속공제】 일괄공제 5억에서 7억, 배우자 공제 최소 금액 5억에서 10억 이상 불발
https://m.blog.naver.com/khr1265/224103253441

〔역삼 센트럴 자이〕분양가, 기본정보
https://m.blog.naver.com/sunman30/224103242584

지방금리   
https://m.blog.naver.com/thebeing/224102825439

거래량 많은 아파트 뽀개기 #19 (feat. 관악구)
https://m.blog.naver.com/insightgogo/224103076200

미국_국채_10년_추세선을 뚫고 상승_기준금리 내려준다고 하는데, 시장은 다르게 보고 있는 것으로 생각됨
https://m.blog.naver.com/rladudrl78/224103281501

 중랑천 옆 랜드마크 등장! 면목8구역 재개발, 35층 1,260세대 확정!
https://m.blog.naver.com/sooheenam/224103245521

25.12.09 재개발 재건축 부동산 관심기사(송파한양2차, 여의도광장, 홍은4구역, 반포미도1차, 반포미도2차)
https://m.blog.naver.com/jyleenew/224103624894

가락 미륭아파트 관리처분인가 - 분담금은?
https://m.blog.naver.com/route1_jeje/224103319828

 미국_정부지출_국채_30조 달러 도달_코로나 사태이후 더 빠르게 증가하고 있음_미국의 이자 지출 금액이 1.2조 달러 가량이 지출된다고 함
https://m.blog.naver.com/rladudrl78/224103977536

홍제4구역, 인왕산 품은 877세대 친환경 주거단지로 재탄생
https://m.blog.naver.com/sooheenam/224103547551

*트럼프_콩 농가를 구하기 위해서 반도체 칩 수출을 풀어준 것으로 보임
https://m.blog.naver.com/rladudrl78/224103871473

 대만 수출 급증과 글로벌 증시의 상관관계 분석가_ 대만 수출 데이터와 시장의 동조화 현상1)_ 공유한 차트를 살펴보면 대만의 수출 증가율(YoY, 청록색 선)이 최근 가파르게
https://m.blog.naver.com/rladudrl78/224103848354

화폐경제이야기 -고정환율,변동환율
https://m.blog.naver.com/hyy4467/224103833596

서울, 아니 그냥 파는 게 아님
https://m.blog.naver.com/psung6/224103721064

풍납미성아파트, 413세대 한강조망 단지로 재탄생…재건축 본격화
https://m.blog.naver.com/sooheenam/224103518865

자본의 중요성이 더욱 가속화 될 세상에서....
https://m.blog.naver.com/ondal0404/224103681424

분당 대표 단지별 국평기준 10년간 수익률 비교
https://m.blog.naver.com/black-s/224103673610

인맥은 양보다 질이다
https://m.blog.naver.com/ojh919/224103631937

주택공급 주체는 민간이라는 거~(부동산 정책과 규제의 역설)
https://m.blog.naver.com/jean102/224103472326

가계약금 vs 계약금, 법적 효력 차이와 내 돈 지키는 특약 설정법
https://m.blog.naver.com/dreamvision74/224103456148

내가 잘했다고 생각하는 것 8가지만
https://m.blog.naver.com/psung6/224103436212

이번주 주식시장은 FOMC보다 오라클 실적 발표가 더 중요할 수 있습니다.
https://m.blog.naver.com/realme0603/224103385953

서울 집 산 외지인 줄어도 비중은 그대로…4명 중 1명 '원정 매수'
https://naver.me/FutqVXcm

11월 전국 상승거래 비중 줄었다…서울은 여전히 강세
https://naver.me/5sGL9ZQY

"분명 또 서울이겠지" 하고 봤더니…집값 껑충 뛴 의외의 지역은 바로
 https://naver.me/FJIq2ODg

삼중규제도 서울집값 고점 못잡았다…11월 신고가 비중 더 높아져
https://naver.me/xZjYWQee

국토부, 연계형 정비사업 시세재조사 요건 완화... 사업성 높인다
https://naver.me/52c8O1AX

대구 아파트 상승 거래 비중 증가…전월 대비 0.5%p↑
 https://naver.me/GZ6PA8PH

비수도권 아파트값 2년 만에 반등…"부산·울산 중심 상승, 전체 회복은 더딜 것"
https://naver.me/G8hVgLsS

호반써밋 인천검단 3차, 1순위 경쟁률 43.5대 1
https://naver.me/565zrgyd

"美 과잉 투자 단기적 효과…'인플레 부메랑' 위험"
 https://naver.me/5GG3yHCH

한국과 미국 동시에 불붙는 쿠팡 집단소송…천문학적 배상 여부 촉각
https://naver.me/5jBKAZp7

ETF 시장서도 초과성과 수요↑…커지는 액티브 시장
 https://naver.me/FINPgkqv

[올댓차이나] 홍콩 증시, 中 경기선행 불안으로 사흘 만에 반락…H주 1.25%↓
https://naver.me/GRu0AGwE

 ‘중수익·중위험’ 목표전환형 펀드, 올해 2조 뭉칫돈 몰렸다
https://naver.me/xCtMxBA6

 연준 금리인하 시그널… 코스피 ‘산타 랠리’ 기대감
https://naver.me/FwjhwKRI

 [올댓차이나] 대만 증시, 美 금리인하 기대에 닷새째 상승 마감…1.15%↑
 https://naver.me/xAAsGFK0

연준 금리인하 시그널… 코스피 ‘산타 랠리’ 기대감
 https://naver.me/FwjhwKRI

한은, 3년 3개월 만에 국고채 단순 매입...1.5조원 규모
https://naver.me/5NMiY07h

4분기 호실적 기대에…반도체주 투톱 훈풍
https://naver.me/GUmFQzLM

‘부동산 규제에 되레 집값 상승 기대되는 이곳’···12월 APT분양전망, 서울·인천↓, 경기↑
https://n.news.naver.com/mnews/article/021/0002755977

외국인도 토허구역서 주택 구매시 자금조달계획서·입증서류 내야
https://n.news.naver.com/mnews/article/374/0000479398

FOMC 앞둔 비트코인, 9만달러 분수령…반등 신호 나오나 [강민승의 트레이드나우]
https://n.news.naver.com/mnews/article/015/0005222296

“옴마, 집값 진짜 오르는 기가!” 난리난 부울경
https://n.news.naver.com/mnews/article/021/0002755981

100억이상 거래 75% 급증… 내년 200억대도 늘듯
https://n.news.naver.com/mnews/article/014/0005446610

분당·성동 집값 16%↑… 새정부 반년, 강남 주변만 올랐다
https://n.news.naver.com/mnews/article/014/0005446543

1인 가구 첫 800만 돌파…‘소득·자산 낮고 외로움 느껴’
https://n.news.naver.com/mnews/article/243/0000089349

서울·인천, 12월 분양 전망 '흐림'… 경기·울산은 개선
https://n.news.naver.com/mnews/article/422/0000810312

원베일리에서 압구정현대로...'슈퍼리치'는 압구정 택했다
https://n.news.naver.com/mnews/article/014/0005446511

여의도 광장아파트, 49층·1314가구로 재건축…여의도 8번째 
https://n.news.naver.com/mnews/article/629/0000451673

서울 정밀공급지도 '첫걸음'도 못 뗐다
https://n.news.naver.com/mnews/article/011/0004565318

47살 여의도 광장아파트…49층 1314가구로 재탄생
https://n.news.naver.com/mnews/article/009/0005603440

집주인 마음대로...균형 깨진 전·월세 시장
https://n.news.naver.com/mnews/article/215/0001233985

거래도 경매도 '최악'… 우울한 지산센터
https://n.news.naver.com/mnews/article/009/0005603436

규제 무풍지대·GTX-B 착공…인천 집값 8주째 상승
https://n.news.naver.com/mnews/article/015/0005222167

송파한양2차 재건축…GS건설, 단독 입찰
https://n.news.naver.com/mnews/article/015/0005222163

외국인도 '서울 전역' 집 살 때 자금조달계획서 내야
https://n.news.naver.com/mnews/article/243/0000089343

반년새 '집값 16% 폭등’ 실화?...새정부 6개월, 부동산원·KB 같았다 
https://n.news.naver.com/mnews/article/014/0005446443

전국 아파트 분양전망지수, 5.8p 하락…2년 만에 최저치
https://n.news.naver.com/mnews/article/277/0005691127

12월 아파트 분양 전망 지수, 2년 만에 최저치 기록
https://n.news.naver.com/mnews/article/657/0000045877

단독주택 쪼개보니 주택수 307만호 급증… 관악구에만 9.8만가구
https://n.news.naver.com/mnews/article/011/0004565203

"넷플보다 더 줄게"…트럼프 사위도 뛰어든 '워너 인수전'
https://n.news.naver.com/mnews/article/018/0006180557

홍콩 증시, FOMC·中 물가발표 전 조정에 속락…H주 1.62%↓
https://n.news.naver.com/mnews/article/003/0013648453

FOMC 앞두고 월가 경고 “내년은 올해만큼 못 내린다…인플레가 변수”
https://n.news.naver.com/mnews/article/243/0000089356

미 FOMC 앞두고 엇갈린 증시…항셍 1.29%↓ [Asia마감]
https://n.news.naver.com/mnews/article/008/0005289570

美 내년 금리 전망 불투명…금리 점도표·파월의 입만 기다린다[오미주]
https://n.news.naver.com/mnews/article/008/0005289567

대만 증시, 기술주에 이익매물로 엿새 만에 반락…0.43%↓
https://n.news.naver.com/mnews/article/003/0013648328

BOJ 총재 "장기금리 상승세 약간 빨라..필요시 신속히 국채 매입 확대"
https://n.news.naver.com/mnews/article/014/0005446494

 11월 中 희토류 수출 26.5%↑…"미중 합의로 2개월째 증가"
https://n.news.naver.com/mnews/article/003/0013648142

중국 증시 하락 마감…상하이지수 0.37%↓
https://n.news.naver.com/mnews/article/003/0013648094

베트남 FDI 337억 달러 7.4% 또 늘어...실 집행액도 236억 달러로 5년 내 최고
https://n.news.naver.com/mnews/article/014/0005446475

'1조달러' 흑자 본 중국, "수입 늘리고 위안화 절상해야"
https://n.news.naver.com/mnews/article/008/0005289467

'금리인하 유력' 올해 마지막 FOMC 시작…점도표·내부분열 주목
https://n.news.naver.com/mnews/article/421/0008651384

호주, 기준금리 3.60%로 동결…"인상에 신중 자세"
https://n.news.naver.com/mnews/article/003/0013648020

========================  요  약 =========================


📌 ① 부동산 정책·시장 반응
핵심 흐름 요약
10·15 대책 이후 시장 위축 한강벨트 거래 90% 급감, 갭투자 어려워짐
규제 완화·시장 회복 신호 혼재 서울 강세 유지 vs 비수도권은 부산·울산 중심 회복
외국인 규제 강화 서울 전역 및 토허구역 주택 매수 시 자금조달계획서 의무화
공급정책 불확실성 서울 정밀공급지도 난항, 민간 공급의 중요성 강조

핵심 기사·블로그

🔸 “갭투자 막혀… 한강벨트 아파트 거래 90% 급감”

🔸 주택공급 주체는 민간이라는 거~ (부동산 정책 역설)

📌 ② 재건축·재개발 / 지역별 이슈
지역 주요 내용
서울 중심 송파한양2차, 여의도 광장, 반포미도1·2차, 풍납미성, 홍제4구역 등 대규모 사업 속도
매수 수요 서울 외지인 매수 비중 25% 유지 → 여전히 서울 선호
특정 단지·입지 관심 역삼 센트럴 자이 분양정보, 관악구 인기 거래단지 분석

핵심 기사·블로그

🔸 여의도 광장아파트 49층 1314가구 재건축 확정

🔸 풍납미성아파트 한강조망 단지로 재탄생

🔸 거래량 많은 아파트 뽀개기 #19 — 관악구

📌 ③ 매매·분양 시장 지표
내용 요약
상승 거래 비중 전국 감소, 서울 강세 지속
지역별 상승 부산·울산 중심 비수도권 반등 → 회복 속도는 지역 격차 큼
분양시장 12월 전망지수 2년 내 최저치 — 서울·인천 ↓, 경기·울산 ↑
프리미엄 단지 100억·200억 초고가 거래 급증, 압구정·원베일리 중심 재편

핵심 기사·블로그

🔸 “분명 서울이겠지 했더니, 의외의 지역 집값 급등”

🔸 12월 아파트 분양 전망 지수 2년 만 최저치 기록

📌 ④ 금융·금리·글로벌 자본시장
내용 요약
美 FOMC 금리 인하 시그널 기대 vs 실제 인하 폭 제한 전망 충돌
국채 수급·정부지출 미국 정부지출·이자 1.2조달러·국채 30조달러 도달 우려
ETF·자금 흐름 액티브, 중수익·중위험 상품으로 자금 이동
해외증시 홍콩·중국·대만 증시는 금리이슈·기술주 매물로 혼조

핵심 기사·블로그

🔸 미국 10년물·30조달러 국채 지출 분석 시리즈 (3개 모두 동일 작성자)

🔸 이번 주 증시는 FOMC보다 오라클 실적이 더 중요할 수 있다

📌 ⑤ 기타 시사·트렌드

인맥·자기계발·자본 축적 관련 글 다수 업로드

1인 가구 800만 돌파 → 사회·경제구조 변화의 중요한 데이터

쿠팡 집단소송 및 IT/콘텐츠 산업 M&A 뉴스 증가

⭐ 오늘 가장 인사이트가 큰 추천 7개 콘텐츠
구분 제목 이유
🏠 정책 영향 한강벨트 거래 90% 급감 10·15 대책이 시장을 어떻게 바꿨는지 직접적 데이터 제시
📈 분양/심리 12월 분양 전망지수 2년 만 최저치 시장 체감도와 실제 공급 수요 변화를 동시에 설명
🌍 국제금융 미 국채·정부지출 분석 시리즈 FOMC 및 2025년 금리/환율 전망 판단에 매우 유용
🧱 재건축 여의도 광장아파트 49층 재건축 확정 서울 핵심지 가치 변화를 상징 — 부동산 강세축 확인
🔎 지역 분석 관악구 거래량 단지 분석 뽀개기 가격 상승·거래·수요층까지 실전 투자에 유용
🏙 소비/수요 외지인 매수 비중 25% 유지 서울 수요의 구조적 강성을 다시 확인
🧩 정책 인사이트 주택공급 주체는 민간이라는 거~ 공급정책 실패/성공 메커니즘에 대한 생각할 거리 제공
🧭 전체 시장 방향 요약 (한 문장)

정부 규제와 금리 불확실성이 공존하지만, 자본·수요는 여전히 서울 코어 재건축에 집중되고, 비수도권은 국지 회복 국면이라는 ‘양극화 장세’가 강화되고 있음.