미국 금리 수준 일 때 원/달러 환율이 1,200~1,300 정도였으나

펌 ㅣ 대신 법인 김현석입니다.

전일 증시 급락과정에서 가장 불편하게 보였던 점은 개인적으로 미국 금리 상승에 따른 원화 약세였습니다.

미국의 물가 불안정(그림 1)과 그에 따른 긍정적 정책 기대 후퇴로 오늘 미국 장중 2년물 금리가 5%를 터치하며 지난 해 11월 수준의 금리로 돌아간 점은 상당한 부담임이 사실일 것입니다.

한가지 특이한 점은 11월 당시 비슷한 미국 금리 수준 일 때 원/달러 환율이 1,200~1,300 정도였으나 현재는 1,400원을 넘나들고 있으니 상당히 큰 차이가 아닐 수 없습니다.

문외한의 입장에서 이러한 상황을 설명하거나 향후 전개 방향을 예측할 수는 없습니다. 다만, 희망회로를 가동하여 외환 시장이 안정된다는 가정하에 우리 증시를 바라보면 달러를 이용하여 우리 증시를 매입하는 입장에서는 상당히 낮은 가격 수준으로 느껴질 수 있다는 점입니다.(그림 2)  

이전과 달리 이스라엘의 행보에 대해 서방국가들이 무조건적 지지를 떠나 상당한 반대 압력을 행사하고 있습니다.

여기에 내부적으로는 반도체 실적이 예상보다 빨리 돌아섰고, 밸류업 프로그램은 계속 진행될 것이며 AI 시대로의 진입이 더 늦춰질 것처럼 보이지는 않습니다.

금투세 관련 불확실성 등이 우리 증시에 추가 악재로 자리잡고는 있지만 섣불리 포기하고 싶지 않은 이유입니다.

이 와중에도 뉴진스 컴백을 앞두고 전일 주가가 상승한 하이브가 너무 예뻐보입니다. 저희 엔터 담당자 부르셔 확인해 보시는 것도 좋을 것 같습니다.

황사와 미세먼지가 뒤섞인 하루가 될 것으로 예상되고 있으니, 살포시 마스크 써보시기를 추천드립니다.

"Don't cross the line anymore"

After class, I turned on the legal training, but a teacher came into the gym while knocking. "I want to complain."

I tell you everything I want to tell you, and I tell you everything.

After the 5th class today, during the break time, the children were playing pranks and a child cried, and when I asked, he said he put his finger on the classroom door.

I immediately sent it to the health center, but the child who had just returned had a bandage on his hand, and the health teacher was not seriously injured, but he told him to go to the hospital if he had pain and prescribed a bandage.

The child had no problem in the sixth period, but 30 minutes after leaving school, the child's father called.

The child's father reportedly asked in an angry voice, asking why he didn't call when the child was injured.

The teacher told me everything, and the child's father asked me if the teacher was sick.

When I asked him again what he meant, he asked why he was absent for two days.

The teacher asked me what that meant, and I told him not to miss school.

I couldn't come out for two days because I was in self-quarantine because I had COVID-19 while listening, but when I asked if that was such a big deal, the child's father quickly changed his words.

Even if the teacher is absent, a teacher told me not to come to class instead.

I said it was in accordance with the school's regulations on reinforcing the constitution, but anyway, the homeroom teacher hung up on me, asking me not to come into the class because I don't like it.

When I heard the whole story, I sent the teacher to say that it was a relief that he told me at least and not to keep it in mind.

But when I sent the teacher and slowly reflected on the situation, I was angry. I'm at this point, and the person concerned will be angry.

I checked the student's list and called the child's father. I didn't get a call until a long time after the signal.

I identified myself and asked how the child was doing. The child's father was surprised that the child had a bandage on his hand, but he said he was okay now.

I said it was fortunate that I talked about the school's first aid manual and the regulations for reinforcement. He asked what the school violated today.

The child's father was silent, glossing over. Breaking this silence, I also uttered a word with difficulty.

"Don't cross the line, no matter how good you are at it."

Upon hearing me, the child's father said he had passed by. I said that it should be done to the homeroom teacher, not to me.

I gave the full text of this call to the teacher who came to see me before I left work. It seemed that the teacher who came to see me would not suffer throughout the night.

I don't know if the child's father will apologize to the homeroom teacher. I told the teacher whether I apologized or not.

If the child's father crosses any more lines, I won't stay put either.

Janggam is on a business trip, so he doesn't know about this today.

https://t.me/+PuOou-PHs-ZjBQlP
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https://n.news.naver.com/article/018/0005716871?sid=101