26. 02. 18 경제 & 부동산 뉴스 및 블로그

 

 

 

26. 02. 18 경제 & 부동산 뉴스 및 블로그

상황 

https://m.blog.naver.com/thebeing/224186963191

【실거주 의무 유예】 중과세율이 적용되지 않는 장기임대주택은 실거주 의무 유예 대상 아님
https://m.blog.naver.com/khr1265/224185861226

다주택자가 줄어들면 정말 임대 수요가 줄어들까요
https://m.blog.naver.com/audi72/224185512315

【다주택자 중과】 다주택자 양도세 중과배제 대상 주택, 조특법상 감면주택은 중과가 안돼요!!
https://m.blog.naver.com/khr1265/224184709688

집주인 시세차익 왜  다가져감 
https://m.blog.naver.com/ihappy0304/224183689407

 26.02.14 재개발 재건축 부동산 관심기사
https://m.blog.naver.com/jyleenew/224183569444

5월 9일 데드라인, 무주택자와 1주택자가 반드시 잡아야 할 마지막 바겐세일
https://m.blog.naver.com/sentiel/224187342181

양극화가 무조건 나쁜가?
https://m.blog.naver.com/travis88/224187144603

사람을 믿지 말고 돈을 믿어라
https://m.blog.naver.com/travis88/224187129703

위대한 선수와 그의 재능
https://m.blog.naver.com/travis88/224186613370

완벽주의가 무서운 이유
https://m.blog.naver.com/travis88/224186069117

사회를 위해서 보유세를 올리자?
https://m.blog.naver.com/travis88/224185811307

내가 본 부자들 특징 2가지
https://m.blog.naver.com/travis88/224185553346

결국 토허제는 부자들에게 유리하다.
https://m.blog.naver.com/ondal0404/224187203587

준비를 하는 것은 서두르는게 아니다.
https://m.blog.naver.com/kjm2336/224187161348

코인_비트코인의 연간 성과
https://m.blog.naver.com/rladudrl78/224187151695

 그러니까 그 모양 그 꼴인 거다...
https://m.blog.naver.com/psung6/224187041269

광교 이의동 자연앤힐스테이트가 실시간 검색어 1위를 한 이유!
https://m.blog.naver.com/ppassong/224186965247

 한국은행 보고서로 살펴보는 거주지 선택의 중요성
https://m.blog.naver.com/steadych13/224186945464

과천 경마장 언제 이전 할 수 있을까?
https://m.blog.naver.com/liveestate/224186925245

『불법 이민자 유입이 지역 노동시장에 미친 영향(by 샌프란시스코 연은)』 
https://m.blog.naver.com/hong8706/224186911692

서울아파트 매도 매수우위지수 변화
https://m.blog.naver.com/kjm2336/224186897054

인구 증감은 출산/사망이 아니라 ‘이동(전입·전출)’이 갈랐습니다!
https://m.blog.naver.com/ppassong/224186830464

임대사업자 대출만기 연장 때 RTI 재검토
https://m.blog.naver.com/kjm2336/224186820535

 오늘의 부동산 이슈 (2월 18일)
https://m.blog.naver.com/sooheenam/224186803696

[그리움] GTX-A 연내 직결 체계 구축 가시화…B노선 공사 본격화
https://m.blog.naver.com/sooheenam/224186400512

전월세 정책의 사라짐
https://m.blog.naver.com/kjm2336/224186101472

 [그리움] 서울 아파트 분양가 5,000만 원 시대 돌파… "지금이 가장 싸다"는 말 현실로
https://m.blog.naver.com/sooheenam/224186381308

부동산 시장 폭락? 상저하고 뚜렷해 질 것!
https://m.blog.naver.com/jean102/224186327021

캔틸런효과 순식간에 벌어지는 자산격차
https://m.blog.naver.com/kjm2336/224186062516

대통령 압박에… 다주택자, 처분·보유 기로
https://n.news.naver.com/mnews/article/005/0001832605

설 연휴에도 서울 아파트 매물 4% 증가…이 대통령 ‘경고’ 통했나
https://n.news.naver.com/mnews/article/028/0002792014

대출 규제에 키 맞추기?…서울 아파트 거래 87.2%가 15억 이하
https://n.news.naver.com/mnews/article/020/0003697923

증시 랠리에 '시총 1조 클럽' 342곳…한 달 새 13% 늘었다
https://n.news.naver.com/mnews/article/421/0008778939

미국발 변동성 앞둔 코스피…반도체 돌파력에 초점
https://n.news.naver.com/mnews/article/008/0005319220

설 지나면 코스피 빨간불?...10년 통계 봤더니
https://n.news.naver.com/mnews/article/215/0001242110

‘부자아빠’ 기요사키 “역대급 증시 붕괴 임박, 비트코인 쓸어 담을 것”
https://n.news.naver.com/mnews/article/023/0003959705

성동·송파 30%대 증가…설 연휴 후 급매 더 쏟아질까
https://n.news.naver.com/mnews/article/422/0000835166

"다주택자에 마지막 기회" 압박 본격화⋯시장 어떻게?
https://n.news.naver.com/mnews/article/031/0001006347

서울 아파트 매매 90%가 ‘15억 이하’… 실수요자 내집 마련 늘어
https://n.news.naver.com/mnews/article/005/0001832598

갱신권도 못 쓰고 거리 나앉나... 갭투자 문 열리자 세입자 비상
https://n.news.naver.com/mnews/article/014/0005479406

세 낀 집 있나요?… 무주택자, 설연휴에도 중개소 뺑뺑이
https://n.news.naver.com/mnews/article/014/0005479403

갭투자·대출 규제에도…2030 매수세 늘었다
https://n.news.naver.com/mnews/article/011/0004591089

서울 아파트 매매 10건 중 9건 '15억 이하'
https://n.news.naver.com/mnews/article/422/0000835123

‘압여목성’ 재건축·재개발 시공사 선정 나선다…8만채 추산
https://n.news.naver.com/mnews/article/020/0003697900

양도세 다음 카드는 보유세?...추가 대응책, 언제 어떻게 꺼낼까
https://n.news.naver.com/mnews/article/008/0005319242

아파트 3년내 완공 '옛말'…40개월 뉴노멀
https://n.news.naver.com/mnews/article/009/0005638365

설 이후 집값 향방은…“강남은 가격 둔화, 강북은 강보합”
https://n.news.naver.com/mnews/article/025/0003503651

"양도세 부담에 급매물 늘 것…무주택자에 내 집 마련 기회"
https://n.news.naver.com/mnews/article/015/0005251961

버핏, 퇴임 전 '애플·아마존' 팔고 '뉴욕타임스' 샀다
https://n.news.naver.com/mnews/article/015/0005252094

맘다니 "부유세 불발 땐 뉴욕시 재산세 9.5%로 인상"
https://n.news.naver.com/mnews/article/018/0006220382

워런 버핏의 마지막 투자는 '디지털 구독' 뉴욕타임스였다
https://n.news.naver.com/mnews/article/018/0006220370

"5년 내 상상초월 상황 벌어지나"…中테크 '야심'에 초긴장
https://n.news.naver.com/mnews/article/015/0005252055

日 증시, 뉴욕 증시 강세·대미투자 1탄 확정 닷새 만에 반등…1.02%↑
https://n.news.naver.com/mnews/article/003/0013774354

美·中, 4월 회담 앞두고 … 반도체·희토류 무기로 공방 지속할 것
https://n.news.naver.com/mnews/article/009/0005638350

은퇴한 ‘투자 귀재’ 버핏의 한 수…아마존 팔고 NYT 담았다
https://n.news.naver.com/mnews/article/009/0005638290

[경제 프리즘] 외국에 손벌리는 미국 국채의 '민낯'
https://n.news.naver.com/mnews/article/009/0005638280

 다카이치, 총리로 사실상 재선출…중의원 투표서 압승
https://n.news.naver.com/mnews/article/243/0000093262

바 美 연준 이사, AI 금리 인하 이끌지 못해.. 워시 의장 지명자에 반박
https://n.news.naver.com/mnews/article/014/0005479323

금값, 이틀 연속 하락후 소폭 반등…4900달러선 회복
https://n.news.naver.com/mnews/article/018/0006220315

메모리 가격이 왜 이래?…닌텐도 주가 폭락하고, 델·샤오미는 문닫을 위기
https://n.news.naver.com/mnews/article/009/0005638227

뉴질랜드 中銀, 기준금리 2.25% 동결…"당분간 완화 유지"
https://n.news.naver.com/mnews/article/003/0013774063

日 1월 무역수지 10.8조원 적자…"대미수출 2개월 연속 감소"
https://n.news.naver.com/mnews/article/003/0013773943

트럼프 관세' 여파…韓, 美 수입시장 순위 7→9위로 하락
https://n.news.naver.com/mnews/article/119/0003060567

자금 이탈 지속, 암호화폐 일제↓ 비트 6.7만달러붕괴(상보)
https://n.news.naver.com/mnews/article/421/0008778840


========================================


1️⃣ 부동산 정책 & 세금 이슈
다주택자 압박 본격화
양도세 중과 유예 종료 시점(5/9) 데드라인 강조
보유세 추가 카드 가능성 거론
대통령 발언 이후 매물 증가 기사 다수
15억 이하 거래 집중
서울 아파트 매매의 약 90%가 15억 이하
대출 규제 영향으로 실수요 중심 재편
갭투자 재등장 논란
세입자 불안 확대
갱신권·전월세 정책 실효성 약화 지적
재개발·재건축 활성화
‘압여목성’ 등 주요 구역 시공사 선정 본격화
GTX-A 직결 및 B노선 공사 진척
시장 심리
매도·매수우위지수 변화: 급락은 아니나 관망
상저하고 전망 우세

2️⃣ 금융·증시 이슈
코스피 설 이후 반등 통계 기대
반도체가 방향성 결정 요인
美·中 기술 갈등 지속
버핏, 애플·아마존 일부 매도 후 뉴욕타임스 매수
美 국채·재정 부담 이슈 부각
금값 조정 후 반등

3️⃣ 코인시장
비트코인 6.7만달러 붕괴 
자금 이탈 계속 
기요사키는 대폭락 경고하며 BTC 매수 
🔎 투자에 특히 주목할 글
📍 1. “대출 규제에 키 맞추기…서울 거래 87%가 15억 이하”
→ 실수요 중심 장세로 구조적 변화
→ 고가 시장보단 중저가·준상급지 유동성 유지
📍 2. “양도세 다음 카드는 보유세?”
→ 세금은 방향성 결정 변수
→ 단기 매물 증가 가능성
📍 3. “GTX-A 직결 체계 구축 가시화”
→ 교통 인프라 완성은 중기 상승 동력
→ GTX-A, B 주변 지역 체크 필요
📍 4. “캔틸런 효과”
→ 유동성 공급 시 자산 격차 확대
→ 부동산·코인 모두 ‘현금 보유자 우위’ 국면

📊 향후 6개월 전망 (2026년 상반기)
🏠 부동산
단기 (2~4월)
5/9 양도세 데드라인 전까지 급매 증가
실수요자 매수 기회 발생 가능
강남권은 가격 둔화, 강북·외곽은 강보합

중기 (5~8월)
정책 소진 후 매물 감소 가능성
하반기 금리 인하 기대 반영 시작

전망:
📉 급락 가능성 낮음
📈 상저하고 패턴 유력
→ “조정 속 선별 매수 전략”

🪙 코인 (특히 비트코인)
현재:
변동성 확대
자금 유출 기사

6개월 시나리오:
1️⃣ 6만달러 초반 지지 여부 중요
2️⃣美 금리 인하 기대감 살아나면 재반등
3️⃣ 반감기 사이클 후반 변동성 구간
전망:
단기 조정 가능성 있으나
하반기 유동성 확대 시 재상승 확률 높음
→ 분할 접근 전략 적합

📈 주식
코스피는 반도체 중심 회복 여부 관건
美·中 갈등 지속 변수
AI·반도체·방산·전력 인프라 유효
전망:
박스권 상단 테스트 가능
대형주 중심 장세 예상

🎯 종합 전략 제안
자산 6개월 전략
부동산 5월 전 급매 탐색, GTX·준상급지 중심
코인 분할매수, 레버리지 지양
주식 반도체 조정 시 매수, 배당주 병행
현금 30~40% 유지 권장