[글로벌인사이트] 초 집중 시대, 얼마나 갈까?!

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0:07 미국 증시 상승 추세는 하반기에도 이어질 것이지만,
과열 급등 현상보다는 여전히 선택과 집중의 상승 모습 예상
5:25 피크아웃 보다는 상승랠리 즐기는 순간
10:17 장단기 금리차 역전 현상, 인플레이션의 안정화로 장기 금리의 하락하며 확대되는 모습
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