26. 02. 23 경제 & 부동산 뉴스 및 블로그

 

 

 

26. 02. 23 경제 & 부동산 뉴스 및 블로그

 변동성과 방향성 구분
https://m.blog.naver.com/whitefre/224193058593

[ 은행 동향 ] 레오대출연구소 브리핑 2월 23일 ~
https://m.blog.naver.com/yujinkr2/224192547425

〔해링턴플레이스 노원 센트럴〕청약분석,분양가,이 가격이면 다른 아파트를
https://m.blog.naver.com/sunman30/224192410859

26.02.23 재개발 재건축 부동산 관심기사(천호동A1-1공공재개발, 오류동현대연립, 신정5구역, 신내동모아타운)
https://m.blog.naver.com/jyleenew/224192396450

Cpi  
https://m.blog.naver.com/thebeing/224191913012

Cpi 구하는 공식
https://m.blog.naver.com/thebeing/224191901476

 전월세 부족 주장은 진짜 다주택을 비호하는 기적의 논리일까?
https://m.blog.naver.com/shk7611/224191696134

 인생을 바꿀 수 있는 3가지 터닝 포인트
https://m.blog.naver.com/travis88/224193144255

 인터넷에 반사회적인 글을 쓰면?
https://m.blog.naver.com/travis88/224192713248

이런 다주택자들도 많다
https://m.blog.naver.com/travis88/224191950015

현금은 거의 없다
https://m.blog.naver.com/travis88/224191905183

다주택자가 집을 팔면 전월세 가격은 상상도 못할 만큼 뛸겁니다. (feat. 정부의 역할)
https://m.blog.naver.com/insightgogo/224192210878

레버리지 ETF는요?
https://m.blog.naver.com/travis88/224191562019

보유세, 오를까? 종부세 중심으로 살펴보자...
https://m.blog.naver.com/genesis421/224193274049

목동 다음이 없다면, 서울 공급도 없다
https://m.blog.naver.com/ppassong/224193256230

 단톡방 제보하면 포상금 2억
https://m.blog.naver.com/buoasis/224193093541

성수전략정비구역 성수1지구 시공사 선정 재입찰 공고 - 흔들림 없는 ‘확정성’에 주목하십시오
https://m.blog.naver.com/spark007/224193074924

케이뱅크, 청약 증거금 약 10조 몰리며 흥행 外
https://m.blog.naver.com/r-cast/224193033092

살인마 아닌가요?
https://m.blog.naver.com/buoasis/224192851381

 <100배의 기술> 리포트 소개
https://m.blog.naver.com/yminsong/224192830755

다주택자 대출 연장. 폭망 ㅠㅠ
https://m.blog.naver.com/psung6/224192793445

안전마진 ... 남들이 이해 못 해서 외면하는 시장이야말로 저평가 기회가 숨어 있다!
https://m.blog.naver.com/ppassong/224192787388

 서울, 전국 아파트 분양가 격차 2.6배, 지금 청약 들어가도 될까?
https://m.blog.naver.com/ne2ne2/224192649800

2025년 12월 서울 아파트 실거래가 0.35% 상승, 연간 13.49% 급등
https://m.blog.naver.com/sooheenam/224192645129

코스피 최고치인데 외국인은 왜 9조 팔았나?
https://m.blog.naver.com/ne2ne2/224192627866

노무라, 코스피 8,000 시대 선언!... 삼전은 29만원?
https://m.blog.naver.com/wangship/224192624830

석유_골드만삭스_가격이 더 상승할 것으로 예상된다고 함_OECD 재고의 감소와 지정학적 리스크의 힘영향 덕분에 과잉 공급에도 불구하고, 유가 전망이 상승하고 있음
https://m.blog.naver.com/rladudrl78/224192614012

다주택자 줄면 전.월세 안정될까? 팩트는요!
https://m.blog.naver.com/jean102/224192574443

부모가 자녀에게 증여할 때...
https://m.blog.naver.com/genesis421/224192557598

40대가 가장 많이 번다, 연령별 소득 총정리
https://m.blog.naver.com/ne2ne2/224192557012

공모주, 3월 IPO 대전, 어디에 베팅할까?
https://m.blog.naver.com/ne2ne2/224192529570

 AI보다 무서운 것은 인간이 스스로 생각하기를 멈추는 일
https://m.blog.naver.com/kjm2336/224192503175

정부는 다주택자 규제보다.. 홈오너십을 갖게 해야...
https://m.blog.naver.com/jiin1983/224192488552

초심자의 행운이 사람 잡는다 진짜...
https://m.blog.naver.com/psung6/224192480672

 서울은 지금 외곽지까지 상승중! 폭등시즌2 시작됐습니다! 앞으로 전망까지 알려드릴게요!
https://m.blog.naver.com/jay_company/224192432496

비트코인 지지선 붕괴 시 시나리오 정리
https://m.blog.naver.com/ne2ne2/224192427845

 양천구 신월3동 173번지 일대 모아타운 변경안 발표… 사업 속도 낸다
https://m.blog.naver.com/sooheenam/224191748386

증여도 좋지만...헬리오시티 8억 급매(증여)를 보고 느낀 점
https://m.blog.naver.com/genesis421/224192387256

원화 강세 전환? 지금이 달러 매수 타이밍일까?
https://m.blog.naver.com/ne2ne2/224192380268

이사철 대출 전략, 은행 말고 보험사 먼저 보세요.
https://m.blog.naver.com/ne2ne2/224192348851

 주식은 급등, 부동산은 숨고르기, 3월, 돈은 어디로 가야 할까?
https://m.blog.naver.com/ne2ne2/224192334269

트럼프 관세 위헌 판결! 250조 환급 대혼란 속 국내 수혜주와 케이뱅크 청약 전략
https://m.blog.naver.com/alloga/224192331716

삼성전자 목표주가 27만원? 반도체 슈퍼사이클 다시 온다.
https://m.blog.naver.com/ne2ne2/224192321642

증권주 투자, 지금은 비중 확대? 분할 매수?
https://m.blog.naver.com/ne2ne2/224192306020

 설 연휴 지나니 서울 외곽 급매물 늘었다…성북구 ‘최다’
https://m.blog.naver.com/r-cast/224189558764

서울 매물 한달새 1만건↑…강남 집값도 잡히나
https://n.news.naver.com/mnews/article/422/0000836815

與 “다주택자 매물 증가세, 가장 확실한 공급 신호…전월세 안정 필수 조건”
https://n.news.naver.com/mnews/article/021/0002772641

"목동 재건축 '1호' 잡아라"⋯수주전 점화 [현장]
https://n.news.naver.com/mnews/article/031/0001007592

"2031년까지 5만7천호 착공"…양천구, 서울 도시정비 10% 집중
https://n.news.naver.com/mnews/article/374/0000493863

노량진뉴타운 23년 만에 첫 공급… 9천가구 아파트촌 속도 낸다
https://n.news.naver.com/mnews/article/014/0005481495

與 보유세 좌담회…"세제 개편 없이 집값 안정 어려워"[부동산AtoZ]
https://n.news.naver.com/mnews/article/277/0005724688

서울시 ‘집값 담합’ 집중 수사 착수
https://n.news.naver.com/mnews/article/366/0001143881

분당 ‘50대 1’ 아파트마저 60%가 미계약…분양도 식나
https://n.news.naver.com/mnews/article/011/0004592577

내 집 마련에 재테크까지…서울 경매시장 큰 손 된 30대
https://n.news.naver.com/mnews/article/011/0004592575

‘압·여·목·성’도 규제 역풍… 초고가 얼고, 20억대 선방
https://n.news.naver.com/mnews/article/018/0006222994

일몰 위기 피한 자양7구역…한강조망 49층으로 가속도
https://n.news.naver.com/mnews/article/009/0005640671

토허제에도 … 동작·은평·강서 ‘생애 첫 매수’ 몰렸다
https://n.news.naver.com/mnews/article/015/0005253958

다음 달 입주물량 1만 가구 못 미쳐…작년보다 65% 감소
https://n.news.naver.com/mnews/article/003/0013783035

1월 기준 서울 민간아파트 '살벌한 분양가' 평당 5273만원…역대 최고
https://n.news.naver.com/mnews/article/629/0000474756

서울 민간아파트 분양가 평당 5273만원 '역대 최고'
https://n.news.naver.com/mnews/article/003/0013782844

“지난해 서울 아파트 값, 13% 상승”... 토허구역 지정 후 전년비 상승폭 커져
https://n.news.naver.com/mnews/article/009/0005640487

다주택자 중과 부담 ‘부담부 증여’로 피하는 법 [머니컨설팅]
https://n.news.naver.com/mnews/article/020/0003698931

다주택자 규제 겹치자…송파·강남·목동까지 실거래가 하락 확산
https://n.news.naver.com/mnews/article/421/0008787522

한은 "코스피 변동성 확대 가능성 유의…수도권 집값 불안 여전"
https://n.news.naver.com/mnews/article/001/0015918798

다주택자 대출 조이자 임대시장 긴장…정부, 충격 흡수 나선다
https://n.news.naver.com/mnews/article/421/0008787378

"美 대법 관세 판결로 무역협정 체결 안한 중국·인도 수혜"
https://n.news.naver.com/mnews/article/015/0005254134

커지는 위기감…“韓 10대 수출업종, 5년내 모두 中에 추월 당할 것”
https://n.news.naver.com/mnews/article/009/0005640832

독일 2월 Ifo 경기지수 88.6·1P↑…‘회복 속 관세 불확실성’
https://n.news.naver.com/mnews/article/003/0013783559

EU "美 관세 불명확…미국과의 무역협정 비준 중단"
https://n.news.naver.com/mnews/article/015/0005254120

홍콩 증시, 美 위헌판결·미중관계 개선 기대에 반등…H주 2.65%↑
https://n.news.naver.com/mnews/article/003/0013783517

관세복원 엄포 놓는 미국…‘슈퍼 301조’ 중국부터 겨눴다
https://n.news.naver.com/mnews/article/009/0005640818

"15% 관세" 더 독해진 트럼프에도 환율 하락…美 물가 뛰면 1500원?
https://n.news.naver.com/mnews/article/417/0001131039

트럼프 15% 관세 신설에…中·브라질 웃고 유럽·韓·日 '울상'
https://n.news.naver.com/mnews/article/018/0006223028

미국 실효 관세율, 대법 위법 판결로 하락…"16%→13.7%"
https://n.news.naver.com/mnews/article/422/0000836758

美, 관세압박 총력전 …"15% 관세 만료땐 301조·232조 적용"
https://n.news.naver.com/mnews/article/009/0005640756

홍콩, 美 관세변화 수혜 기대에 2%대 상승…中·日 휴장[Asia마감]
https://n.news.naver.com/mnews/article/008/0005321071

‘희토류 부국’ 브라질 “한국 반도체 기업 투자 유치 원한다”
https://n.news.naver.com/mnews/article/009/0005640570

비트코인 '관세 불확실성'까지…한때 6만5천달러 밑으로
https://n.news.naver.com/mnews/article/001/0015919269

한은총재 "반도체 호조 등에 성장률 작년보다 상당폭 높아질 것
https://n.news.naver.com/mnews/article/243/0000093484

'트럼프 관세 직격탄' 비트코인 5% 급락...결국, 6만5000달러선 깨졌다
https://n.news.naver.com/mnews/article/014/0005481270

중국·일본 휴장…홍콩, 기술주 주도로 2.6% 급등[Asia오전]
https://n.news.naver.com/mnews/article/008/0005320805

달러 0.4% 약세…트럼프 관세 위축에 연준 금리경로 불확실성
https://n.news.naver.com/mnews/article/421/0008787237

① 거시경제 흐름 (관세·물가·환율)
■ 관세 변수 재부각
미국 대법 판결로 실효 관세율 하락(16% → 13.7%) 보도
그러나 ‘15% 관세’ 신설 및 301·232조 카드 재언급 → 정책 불확실성 지속
EU 무역협정 비준 중단
홍콩 증시는 반등
➡ 핵심: 관세는 완화 기대와 재강화 리스크가 공존하는 상태

■ CPI & 물가
CPI 공식 관련 설명 글 다수
물가 방향은 둔화 기대 있으나
관세 재강화 시 재상승 가능성 언급
➡ 물가 안정 = 금리 인하 기대
➡ 관세 강화 = 인플레 재점화 리스크

■ 환율
달러 0.4% 약세
“원화 강세 전환?” 논쟁
관세 불확실성 커질 경우 1500원 재도전 가능성 제기
➡ 3월은 환율 변동성 구간

② 금융시장 정리
■ 코스피
최고치 경신 분위기
외국인 9조 순매도
노무라 “코스피 8000 시대” 전망
한국은행: 변동성 확대 가능성 경고
➡ 현재는 “지수는 강하지만 수급은 불안”

■ 삼성전자 & 반도체
목표주가 27~29만원 제시
슈퍼사이클 기대 재등장
브라질, 한국 반도체 기업 유치 의지 표명
➡ 3월 반도체 주도 가능성 높음

■ IPO & 공모주
케이뱅크 청약 10조 몰림
3월 IPO 대전 예고
➡ 유동성은 아직 살아있음

■ 비트코인
6만5천달러 붕괴
관세 불확실성 영향
지지선 붕괴 시 하락 시나리오 언급
➡ 코인은 “리스크 자산 민감 반응 구간”

③ 부동산 수급·정책 흐름
1) 매물 증가
서울 매물 한 달 새 1만건 증가
설 이후 급매 증가
다주택자 매물 증가 = 공급 신호라는 주장

2) 분양가
서울 민간 분양가 평당 5,273만원 (역대 최고)
서울 vs 전국 격차 2.6배

3) 입주 물량
다음 달 입주 1만 가구 미만
전년 대비 65% 감소
➡ 매물은 늘지만 실제 입주 공급은 감소

④ 정비사업·지역 이슈
■ 목동
“목동 다음이 없다면 서울 공급도 없다”
재건축 수주전 점화
■ 노량진뉴타운
23년 만에 첫 공급
9천 가구 규모
■ 성수1지구
재입찰, 확정성 강조
■ 양천구
2031년까지 5만7천호 착공
도시정비 10% 집중
➡ 정비사업은 여전히 “서울 공급의 핵심 축”

⑤ 시장 심리 구조
현재 시장은 크게 3가지 논쟁이 공존:
다주택자 줄면 전월세 안정 vs 폭등
보유세 인상 필요 vs 완화 필요
매물 증가 = 하락 신호 vs 공급 신호
즉, 방향성 확정 전 변동성 장세

📌 투자에 도움 되는 글 TOP 7
1️⃣「변동성과 방향성 구분」
→ 지금 장세 이해에 가장 중요
2️⃣ 「서울 매물 한달새 1만건↑」
→ 단기 가격 흐름 판단 핵심
3️⃣ 「다음 달 입주물량 65% 감소」
→ 전세시장 전망에 중요
4️⃣ 「서울 민간 분양가 5273만원」
→ 청약 전략 판단 기준
5️⃣ 「코스피 최고치인데 외국인 9조 매도」
→ 주식 수급 체크 필수
6️⃣ 「비트코인 지지선 붕괴 시 시나리오」
→ 코인 투자자 필독
7️⃣ 「보유세, 종부세 중심」
→ 정책 리스크 분석용