[오프더마켓] 물가지표부터 리서치센터 회식까지 | CPI 경제 베센트 트럼프
일주일간 마켓의 비하인드 스토리를 알려주는 본격 시황 토크쇼 [오프더마켓] 시작합니다!🚨 녹화 일자 : 2025/8/12(화)
00:00 정말 감사하다~ 오프더마켓 시작
01:22 지난주 마켓 - 물가지표 앞둔 관망세
03:40 섹터별로 보면 - 종목이 주도한 시장
06:25 관세, 이후의 세상을 그려보는 시장
07:16 재료는 2Q 실적 시즌
09:03 기업들의 기대감
11:20 물가, 트럼프 정부의 방해물
12:49 리서치센터의 회식
14:03 그렇다면 왜 굳이 관세를...?
15:58 금리 압박의 영향
16:18 90년대 IT 혁명을 다시 한 번
17:52 노동통계국이 발표하는 CPI (그런데 이제 음모론을 곁들인)
23:40 헬스케어가 또...?
25:18 다음주에도 만나요!
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