̹ ֿ ũ Ȳ
1. DRAM 1G 1333MHz ذ $0.7 ݵ Ÿ,
ݵü ġŲ ?, Ȳ ?, · Z, ̴нԴ ȣ簡 . Zںٴ ̴н ְ ź¼ ε巯 .
2. WTI $100 ȸ,
̱ ǥ ȣ ȣ ⿵ 100$ , Ѻ ʿ
3. BDI , HRCI ϶,
BDI ϶ - ȣ dz... Ȯ
HRCI ϶ - Ҿȿ ȣ ϶ȭ Ǵ .
4. ݰ ݵ
Channel Ͻ ݵ , ɼ .
5. Market Valuation
KRX100 PER : 10.21
(11 Ͱ ϴٰ )
ְͷ : 9.79%
ä10 ͷ : 3.79%
T-Note ͷ : 1.97%
Yield Gap (ְͷ - ä10) = 6%
T-Noteͷ Ͽ ְͷ Yield Gap 66% .
, ä10 ֽĿ ͷ 170%ʰ.
ֽ ŷ .
( 0)