26. 03. 29 경제 & 부동산 뉴스 및 블로그

 

 

 

26. 03. 29 경제 & 부동산 뉴스 및 블로그

방 없어요 지금
https://m.blog.naver.com/ihappy0304/224232130652

26.03.27 재개발 재건축 부동산 관심기사
https://m.blog.naver.com/jyleenew/224231197586

〔검단호수공원역 파라곤〕 입주자모집공고, 분양가
https://m.blog.naver.com/sunman30/224231082179

소름... 왜 이렇게 똑같이 반복되냐 진심 ㄷㄷ
https://m.blog.naver.com/ihappy0304/224231004041

투기과열지구 재재 공유지분 조건 미충족 조합원 지위양도(승계) 불가
https://m.blog.naver.com/route1_jeje/224230457860

전월세 공급부족의 해법은 있을까?
https://m.blog.naver.com/whitefre/224230075348

마이클 포터의 기업 전략 3가지
https://m.blog.naver.com/ywritingcoach/224233002028

메타·엔비디아 동시 매도, 지금 무슨 일이냐?
https://m.blog.naver.com/ne2ne2/224233093640

굳이 뇌절을 하는 사람들
https://m.blog.naver.com/travis88/224232792984

서빙고 신동아파트 ... 용산 르네상스의 화룡점정, 서울의 시그니처!
https://m.blog.naver.com/ppassong/224233049048

1억 깨지더니 바로 반등, 비트코인 진짜 시작인가?
https://m.blog.naver.com/ne2ne2/224233049997

경제에 대한 안전불감증을 던져버려라.
https://m.blog.naver.com/kjm2336/224233036709

[그리움] 오늘의 부동산·경제 이슈(3월 29일)
https://m.blog.naver.com/sooheenam/224233036052

 삼성전자 목표주가 30만원 가능할까? 2026년 영업이익 251조 및 HBM4 호재 완벽 분석
https://m.blog.naver.com/rmawn0504/224233015510

이자내기도 버거운 시절
https://m.blog.naver.com/kjm2336/224233009289

매번 이런 뒤통수 돌려차기..
https://m.blog.naver.com/jean102/224232421851

구글 터보퀀트 쇼크와 2026년 3월 27일 코스피 급락 이유 분석: 삼성전자 SK하이닉스 대응 전략
https://m.blog.naver.com/rmawn0504/224232984101

26년 3월 23일자 전국시황) 강남 주춤, 외곽 폭발! 지금 이 지역을 사야 하는 이유!
https://m.blog.naver.com/ppassong/224232969288

 비트코인 캐는 수익성 5년내 최저…채굴사들 AI로 눈 돌린 이유 [크립토360]
출처 : 헤럴드경제 | 네이버
 - https://naver.me/FvTixole

 “삼전 부부 전세 못찾아 집 샀어요” 수원 3000가구 단지마저 매물 ‘0건’ [부동산360]
출처 : 헤럴드경제 | 네이버
https://naver.me/FZoKtl38

삼전 말고 엔비디아 샀는데 어쩌나…“더 이상 못 버티겠다” 1000억 던진 돈나무 언니
출처 : 서울경제 | 네이버
https://naver.me/5Jq3bmNS

“주식·채권 다 박살나면 어디로 가요”…피난처 잃어버린 투자자들
출처 : 매일경제 | 네이버
https://naver.me/5XckR1lt

서울 자가에 오래 살았을 뿐"이라는 김 노인 이야기
출처 : 다르다! 비.. | 블로그
https://naver.me/5jXdOU7k

집값이 떨어져?”…노도강 ‘신고가’ 랠리, 무주택자 주거불안 심화
출처 : 데일리안 | 네이버
https://naver.me/5ECP5wCl

“앞으로 1년 부동산 시장, 보유세에 달렸다” [부동산, 묻고 답하다]①
출처 : KBS | 네이버
https://naver.me/GLhv4lbG

호르무즈 쇼크에 채권도 피난처 아니다…美 국채 급락
출처 : 뉴시스 | 네이버
https://naver.me/FZoK1tgR

“전세금 올려주느니 월세 낼게요”…서울 아파트 세입자 ‘절반’ 이사 포기한 이유 보니
출처 : 서울경제 | 네이버
 https://naver.me/FM9huIq2

세입자가 집을 안보여줘서 전세가 안나가요” 멘붕 다주택자
출처 : 문화일보 | 네이버
https://naver.me/5bCIi6Lr

저희 2년 더 살게요”…서울 아파트 전월세 48%가 갱신 계약
https://n.news.naver.com/mnews/article/021/0002780655

투자심리 위축에도 살 사람들은 샀다…서울 15억 미만 아파트 경매 들썩
https://n.news.naver.com/mnews/article/277/0005741644

공정시장가액비율 60→80% 상향땐 한남더힐 보유세 1099만원↑
https://n.news.naver.com/mnews/article/018/0006245044

집주인은 “이 정도면 바닥”…매수자는 “1억 더 떨어지면 연락 달라”
https://n.news.naver.com/mnews/article/018/0006245043

강남 다주택자 “더 낮춰선 안 판다”…거래 줄며 집값 하락세 둔화 조짐
https://n.news.naver.com/mnews/article/018/0006245042

매물 쏟아져도 거래 절벽… 4월 초, 서울 집값 분수령
https://n.news.naver.com/mnews/article/014/0005498998

李정부 9개월 … 서울 공공임대 아파트 164가구 공급
https://n.news.naver.com/mnews/article/009/0005657708

실거주 흐름 속 떠오른 ‘나홀로 아파트’…신고가 행진
https://n.news.naver.com/mnews/article/018/0006245021

“고도제한 변수 생길라”…30조 목동 재건축 속도전
https://n.news.naver.com/mnews/article/018/0006245018

강남구 아파트값 2년 만에 '하락' 전환…"급매물 위주 거래 영향"
https://n.news.naver.com/mnews/article/015/0005268226

'그사세' 나인원한남 156억 … 주간 매매가 1위 기록
https://n.news.naver.com/mnews/article/009/0005657659

금융당국, 가계대출 총량 더 조인다
https://n.news.naver.com/mnews/article/421/0008855890

콧대 높던 이 동네 "급매요, 급매"...고가 대단지부터 몸값 뚝뚝
https://n.news.naver.com/mnews/article/008/0005336581

강남 집값 2년 만에 하락? 하지만 서울 전체는 더 올랐다[부동산360]
https://n.news.naver.com/mnews/article/016/0002621050

다주택 저가 급매 팔린 뒤 거래 주춤…양도세 막판 매물 나올까
https://n.news.naver.com/mnews/article/001/0015987926

구윤철 "부동산 여러 정책 썼는데도 안 되면 세제도 판단"
https://n.news.naver.com/mnews/article/003/0013852116

영등포·서초 등 전국 7곳…3784가구 일반분양
https://n.news.naver.com/mnews/article/008/0005336485

서울 넘어 지방으로 번지는 전셋값 상승…울산·세종 수급 불균형 심화
https://n.news.naver.com/mnews/article/421/0008855046

뜨거운 강북, 싸늘한 강남…서울 집값 상승세 둔화 속 '온도 차
https://n.news.naver.com/mnews/article/008/0005336411

다음 주 6810가구·4월 4만7000가구 분양…상반기·수도권 '쏠림'
https://n.news.naver.com/mnews/article/277/0005741424

동결의 역설’…공시가격 너머 보유세 인상 시나리오는 [공시가격 발표 이후] ①
https://n.news.naver.com/mnews/article/243/0000095286

일상 파고든 고위험 상품… 데이터 기반 정교한 규제 시급 [한미재무학회]
https://n.news.naver.com/mnews/article/014/0005499050

"美달러, 과도한 정부부채 때문에 기축통화 지위 뺏길 것" 경고음
https://n.news.naver.com/mnews/article/014/0005499014

전쟁 끝나도 고유가 길어진다 [美-이란 전쟁]
https://n.news.naver.com/mnews/article/014/0005499030

페트로 위안' 판 깔아준 이란…'페트로 달러' 본격 위협[글로벌 리포트]
https://n.news.naver.com/mnews/article/014/0005499013

월가 "이때쯤 TACO"…트럼프 행동 계산한다
https://n.news.naver.com/mnews/article/015/0005268310

비상 걸린 헬륨 공급…8주 뒤엔 반도체 못 만든다
https://n.news.naver.com/mnews/article/018/0006245033

뉴욕·상하이 증시…美 3월 고용, 반등 규모에 관심
https://n.news.naver.com/mnews/article/015/0005268304

日 국채금리 27년래 최고 … 기준금리 조기인상 움직임
https://n.news.naver.com/mnews/article/009/0005657779

 신현송 한은 총재 지명자 … 라구람 라잔의 길 걸을까
https://n.news.naver.com/mnews/article/009/0005657658

日 달러당 엔화 160엔, 10년물 국채 금리 27년 내 최고
https://n.news.naver.com/mnews/article/009/0005657634

자급률 목표 실패했지만…다시 꺼내 든 '반도체 굴기 2.0' [차이나 워치]
https://n.news.naver.com/mnews/article/015/0005268186

진짜 대폭락?” 돈나무언니 엔비디아 389억 매도
https://n.news.naver.com/mnews/article/021/0002780607

분산투자도 안 통한다"…주식·채권·금·코인 줄줄이 하락
https://n.news.naver.com/mnews/article/018/0006244850

📊 1. 부동산 (핵심: 공급 부족 + 거래 단절 + 지역 양극화)

서울은 전월세 공급 부족 → 실거주 매수 전환이 강하게 나타나고 있음. 전세 매물 부족, 갱신 계약 증가(약 50%)로 이동이 막히면서 시장 경직 심화. 매매는 강남 하락·강북 상승 등 지역별 온도차 확대. 고가 단지는 급매 후 거래 감소, 중저가·외곽은 실수요 유입으로 반등.
정책은 대출 규제 강화 + 보유세 변수로 방향성 불확실. 공급은 여전히 부족(공공임대 미미).
👉 결론: 가격 하락기 아니라 ‘거래 절벽 속 버티기 장세’

🌍 2. 거시경제 (핵심: 전쟁 + 인플레 + 시스템 불안)

중동 리스크(이란) → 유가 상승 → 글로벌 인플레 재자극 구조.
미국 국채까지 흔들리며 “안전자산 붕괴” 신호 발생.
달러 패권도 장기적으로 도전(페트로 위안 등) 받는 흐름.
일본 금리 급등, 글로벌 금리 재상승 압력 존재.
👉 결론: 저성장 + 고물가 + 금융불안 = 스태그플레이션 초입 가능성

📈 3. 주식 (핵심: AI 피크 논쟁 + 변동성 확대)

엔비디아·메타 매도, 반도체 공급망(헬륨) 이슈까지 겹치며 기술주 흔들림.
“돈나무 언니” 매도 등 심리 위축 신호 등장.
삼성전자 전망은 여전히 낙관(HBM 기대) vs 단기 변동성 확대.
코스피 급락은 금리·글로벌 리스크 복합 영향.
👉 결론: 상승 추세 유지 but ‘고점 논쟁 + 변동성 장세’ 진입

💰 4. 금융 (핵심: 유동성 축소 + 투자처 붕괴)

가계대출 총량 규제 강화 → 부동산·소비 압박.
주식·채권·코인 동반 하락 → 분산투자 무력화 구간 진입.
채권마저 하락하면서 전통적 피난처 기능 약화.
👉 결론: 유동성 축소 국면 → 현금 가치 상승 구간

💱 5. 환율 (핵심: 달러 불안 vs 대체 통화 등장)

달러는 여전히 강하지만,
미국 부채 + 페트로 위안 등장 → 구조적 약화 논의 시작.
엔화 약세 + 일본 금리 상승이라는 이상한 조합 발생.
👉 결론: 단기 달러 강세 / 장기 통화 체제 변화 신호

🌐 6. 국제 정세 (핵심: 에너지 + 패권 경쟁)

미국-이란 충돌 → 단기 이벤트가 아닌 구조적 갈등 가능성.
중국은 반도체 굴기 재추진 → 기술 패권 경쟁 심화.
에너지(석유, 헬륨) → 공급망 무기화 진행 중.
👉 결론: 전쟁 + 공급망 + 기술 = ‘신냉전 심화’

🧠 한줄 총정리

👉 “유동성 축소 + 공급 부족 + 지정학 리스크” 3개가 동시에 시장을 압박 중
→ 자산시장 특징:

부동산: 안 떨어지고 거래만 죽음
주식: 방향성은 있으나 변동성 확대
금융: 피난처 없음
글로벌: 리스크 상시화