돈은 어디로 흘러 들어갈까요? [하나증권 2025 하반기 국내 증시 전망 포럼]

국내 증시에 돈의 흐름은 어디에서 어디로?
-하나증권 이재만 이코노미스트-

00:00 인트로
01:21 트럼프 월드 - 달러 약세와 저금리
02:19 레이건 대통령 실업률 하락 정책
04:11 매크로 환경 변화 - 달러 약세
06:29 연준 통화 정책 변화 - 기준금리 인하
08:38 달러 약세와 미국 장기 국채 금리 하락 - S&P 지수 상승에 좋은 환경
09:15 S&P500지수 기대수익률?
10:37 S&P500 기업 선별 조건
14:46 코스피 기대수익률?
16:53 외국인은 무엇을 많이 샀을까?

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What is YouTube?

YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.