부동산뉴스/6.생숙 '1객실'도 온라인 숙박업 허용… 국토부, 규제특례 부여등등

[감사또 감사]

[부자모 단톡방에서]

[양원모부사장님제공]

[26.1.6. 부동산뉴스]

1.시진핑 만난 李대통령 "한중관계 전면 복원 더욱 견고“
https://news.einfomax.co.kr/news/articleView.html?idxno=4391961

2.미니애 연은 총재 "우리는 지금 중립금리 수준에 꽤 가까이 와 있어“
https://news.einfomax.co.kr/news/articleView.html?idxno=4391978

3.외환보유액 7개월만에 줄었다…환율 치솟자 달러 매도 개입
https://news.einfomax.co.kr/news/articleView.html?idxno=4391986

4.김이탁 국토차관 "도심 우수입지 공급 속도낼 것“
https://news.einfomax.co.kr/news/articleView.html?idxno=4391944

5.대구 미분양 40개월 만에 최저…건설경기 반등? "아직 아냐" 이유는
https://www.mt.co.kr/estate/2026/01/06/2026010514133925603

6.생숙 '1객실'도 온라인 숙박업 허용… 국토부, 규제특례 부여
https://www.mt.co.kr/estate/2026/01/06/2026010520183455113

7.10·15 대책 비껴간 평택, 아파트 매매 3개월새 200건 증가[코주부]
https://www.sedaily.com/NewsView/2K7743K3SN

8.입주 시작한 '디에이치 대치 에델루이'…1700억 PF상환하나 ‘비상' [집슐랭]
https://www.sedaily.com/NewsView/2K76OTL5AK

9.전세대출 안나오자 전세→월세 전환 급증…지난해 5000건 돌파[코주부]
https://www.sedaily.com/NewsView/2K773NFT9Z/GB05

10.서울 청량리 미주APT 등 조합 설립에 잰 걸음…·빨라지는 '강북 재건축' 시계 [코주부]
https://www.sedaily.com/NewsView/2K76NM1EMY/GB03

11.겨울방학 맞는 서울 학군지, 전세 수요 ‘꿈틀’...매물도 줄어
https://www.etoday.co.kr/news/view/2541267?trc=main_list_pick

12.대형 건설사 신년사 “안전“ 한목소리⋯AI·디지털로 생존 경쟁
https://www.etoday.co.kr/news/view/2542464?trc=main_list_pick

13.외지인이 산 서울 아파트 4년 만에 최대… 강남·한강벨트 집중
https://biz.chosun.com/real_estate/real_estate_general/2026/01/06/CZUAWZFZORAAPHOLDDNMXPBOOI/

14."5년 단위로 현실화율 설정"...부동산 공시가 체계 손질한다
https://biz.chosun.com/real_estate/real_estate_general/2026/01/05/L55MGL4WLRG55ML2UT3CSG76HI/

15.창업보다 폐업이 많다… 건설경기 침체에 문 닫는 디벨로퍼 급증
https://biz.chosun.com/real_estate/real_estate_general/2026/01/05/4KWLPRDAAZBKDFXJFWY33UKBRY/

16.5극3특 지역균형발전…광역복합환승센터개발 탄력받는다
https://www.dnews.co.kr/uhtml/view.jsp?idxno=202601020910519180028&section=S1N1

17.올해 서울 서부선 착공 ‘빨간불’…참여 건설사 찾기 ‘난항’
https://n.news.naver.com/mnews/article/119/0003044907

18.빌딩 푸어, 정말 고금리 때문일까…건물주들이 외면한 불편한 진실 [더 머니이스트-김용남의 부동산 자산관리]
https://n.news.naver.com/mnews/article/015/0005233099

19.과태료 내라고 했더니...세 들어 사는 외국인 3만명 늘었다
https://n.news.naver.com/mnews/article/014/0005458553

20."요즘 애들, 회사도 입지 따져"…이유있는 '프라임 오피스' 전성시대
https://n.news.naver.com/mnews/article/025/0003494690


[1. 6 국제금융시황]
* ( )는 전일비 변동폭(율)

[국채 10년물 (bp)]
미국     4.16(-3)
독일    2.87(-3)
영국     4.51(-3)
이탈리아 3.57(-4)
일본     2.13(+6)
미국 2년물 3.45(-2)

* 미국 금리인하 확률 
: 1월   18.3%
  3월   54.6%

[원자재 (%)]
WTI      58.32(+1.74)
구리     599.20(+5.28)

[주가 (%)]
미국     6902.05(+0.64)
유로50 5923.69(+1.25)
독일     24868.69(+1.34)
일본     51832.80(+2.97)
중국     4023.42(+1.38)
한국     4457.52(+3.43)
인도     85439.62(-0.38)
베트남  1788.40(+0.22)

[환율(%, $대비 절상/절하율)]
달러   98.33(-0.10)
유로     1.1722(+0.03)
엔        156.38(+0.29)
위안     6.9886(-0.01)
원NDF 1443.76(-0.10)
**원NDF( )는 스왑포인트 감안
브라질  5.4078(+0.31)
러시아  81.2603(-1.12)
인도     90.29(+0.10)
베트남  26271(+0.06)

[CDS 5년물 (bp)]
한국     22(-0)
일본     24(-0)
독일     7(+0)
영국     17(+0)
프랑스  30(-0)
중국     39(-2)
호주     11(-0)
브라질  137(-0) 
베트남  82(-6)

[위험지표 (%, bp)]
VIX       14.90(+2.69)
미 선물스프레드(3M)  -15.88(-0.78)
스왑베이시스(KRW, 3Y) -42.00(+1.50)

[달러인덱스 및 원화 실적 비교 YTD (%)]
달러인덱스 (+0.01)
원화 (-0.33)

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