8월 14일 목요일 달러-원 전망

<table width="548" height="684" style="border: 0px currentColor; border-collapse: collapse; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt; mso-border-right-alt: solid black 0.5pt; mso-border-bottom-alt: solid black 0.5pt; mso-padding-alt: 5.75pt 0.25pt 5.75pt 0.25pt;" border="1" cellspacing="0" cellpadding="0"><tbody><tr height="38"><td width="548" height="38" bordercolor="black" style="padding: 0.25pt 5.75pt; border: 0.5pt solid black; -ms-word-break: keep-all;" bgcolor="#ffff99" colspan="3">2014년 8월 14일 달러-원 전망</td></tr><tr height="120"><td width="101" height="120" bordercolor="black" style="border-width: 0px 0.5pt 1.5pt; border-style: none solid double; border-color: currentColor black black; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-top-alt: solid black 0.5pt;" bgcolor="#dbe5f1">전일 환시 </td><td width="106" bordercolor="black" style="border-width: 0px 0.5pt 1.5pt 0px; border-style: none solid double none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">1028.90(+2.50)</td><td width="341" bordercolor="black" style="border-width: 0px 0.5pt 1.5pt 0px; border-style: none solid double none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">유로존 지표악화에 따른 우크라이나 우려부각 + 금통위 앞둔경계감에 상승마감. (거래범위 : 1026.80 - 1029.70, MaR 1028.10원, 거래량 61억불, 코스피 외인 4000억원 순매수)</td></tr><tr height="60"><td width="101" height="60" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt; border-style: none solid solid; border-color: currentColor black black; padding: 0.75pt 5.75pt; -ms-word-break: keep-all; mso-border-top-alt: double black 1.5pt;" bgcolor="#dbe5f1">NDF </td><td width="106" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.75pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: double black 1.5pt;">1031.00(+0.60)</td><td width="341" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.75pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: double black 1.5pt;">미 소비지표부진에도 소폭 상승마감(거래범위 : 1030.30 - 1032.00)</td></tr><tr height="47"><td width="101" height="47" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt; border-style: none solid solid; border-color: currentColor black black; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-top-alt: solid black 0.5pt;" bgcolor="#dbe5f1">야간kospi선물</td><td width="106" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">266.95(+0.21%)</td><td width="341" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">코스피 환산 2066p, 외국인 89계약 순매수</td></tr><tr height="150"><td width="101" height="150" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt; border-style: none solid solid; border-color: currentColor black black; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-top-alt: solid black 0.5pt;" bgcolor="#dbe5f1">뉴욕증시(다우지수)</td><td width="106" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">16,651.80(+91.26p,+0.55%)</td><td width="341" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">지표부진에 조기금리인상 가능성약화, 저가 매입세 유입되며 주가상승마감. 7월 소매판매는 전월비 보합으로 예상(0.2%)를 소폭못미쳤지만 6개월간 이어졌던 증가세가 중단된점에 초점맞춰지며 조기금리인상 우려 완화시킴. 한편 6월 기업재고는 +0.4%로 예상(+0.3%) 소폭 상회. </td></tr><tr height="106"><td width="101" height="106" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt; border-style: none solid solid; border-color: currentColor black black; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-top-alt: solid black 0.5pt;" bgcolor="#dbe5f1">뉴욕환시</td><td width="106" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">유로-달러1.3364(-0.0005)달러-엔102.42(+0.16)</td><td width="341" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">달러화는 지표부진에도 강보합흐름, 엔화는 일본 2분기GDP성장률 둔화(연율 6.8%, 2011대지진이후 최저)에 추가경기부양가능성 제기되며 약세흐름.</td></tr><tr height="163"><td width="101" height="163" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt; border-style: none solid solid; border-color: currentColor black black; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-top-alt: solid black 0.5pt;" bgcolor="#dbe5f1">금일전망</td><td width="106" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">1024 - 1033</td><td width="341" bordercolor="black" style="border-width: 0px 0.5pt 0.5pt 0px; border-style: none solid solid none; border-color: currentColor black black currentColor; padding: 0.25pt 5.75pt; -ms-word-break: keep-all; mso-border-left-alt: solid black 0.5pt; mso-border-top-alt: solid black 0.5pt;">금일 금통위 금리발표는 오전 10시 10분 전후. 0.25%가 유력하며 시장에 이미 선반영된만큼 오히려 차익매물유입되며 하락할 수있음에 주의. 이보다 주목해야될 점은 이후 이주열총재의 기자회견 성명, 향후 추가인하시그널을 줄지 여부에 초점(인하시 상승, 함구시 하락)</td></tr></tbody></table>