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금리 결정 회의. 한 해 8번 열리고 결정문과 의장 회견이 나온다","url":"https://fred.stlouisfed.org/series/DFEDTARU"},{"term":"연준 발언","text":"연준 의장·이사·지역 연은 총재의 공개 발언. 회의 전 묵언 기간에는 삼간다","url":null},{"term":"BOJ","text":"일본은행. 일본의 통화정책을 정한다","url":"https://www.boj.or.jp/en/mopo/mpmsche_minu/index.htm"},{"term":"연준","text":"미국의 중앙은행 제도인 연방준비제도(Fed)를 줄여 부르는 말","url":null},{"term":"금통위","text":"한국은행의 기준금리 결정 회의. 통화정책방향 회의는 한 해 8번이다","url":"https://www.bok.or.kr/portal/singl/crncyPolicyDrcMtg/listYear.do?mtgSe=A&menuNo=200755"},{"term":"미 고용","text":"미국 고용보고서. 비농업 취업자 수·실업률·임금이 매달 함께 나온다","url":"https://fred.stlouisfed.org/series/PAYEMS"},{"term":"ISM","text":"미 공급관리협회(ISM) 등의 제조업·서비스업 구매관리자지수. 50이 확장의 기준","url":null},{"term":"미 GDP","text":"미국 국내총생산. 경제분석국(BEA)이 분기마다 내고 뒤에 수정한다","url":"https://www.bea.gov/data/gdp/gross-domestic-product"},{"term":"미 소매판매","text":"미국 소매·음식서비스 판매액. 상무부가 매달 낸다","url":"https://fred.stlouisfed.org/series/RSAFS"},{"term":"미 실업수당","text":"미국 신규 실업수당 청구 건수. 노동부가 매주 목요일에 낸다","url":"https://fred.stlouisfed.org/series/ICSA"},{"term":"ADP","text":"급여 처리 회사 ADP가 내는 미국 민간 고용 집계","url":null},{"term":"미 소비심리","text":"미시간대 소비자심리지수와 컨퍼런스보드 소비자신뢰지수","url":"https://fred.stlouisfed.org/series/UMCSENT"},{"term":"기대인플레","text":"앞으로의 물가 상승률 기대. 설문이나 BEI(일반 국채와 물가연동채의 금리 차)로 잰다","url":"https://fred.stlouisfed.org/series/T10YIE"},{"term":"유가","text":"국제 원유 가격. WTI와 브렌트가 기준 유종이다","url":"https://www.eia.gov/dnav/pet/pet_pri_spt_s1_d.htm"},{"term":"Capex 가이던스","text":"기업이 내놓는 앞으로의 설비투자 계획 수치","url":null},{"term":"AI Capex","text":"기업의 설비투자(capex). AI·데이터센터 투자 글을 주로 센다","url":null},{"term":"데이터센터","text":"서버를 대량으로 모아 둔 시설. 초대형 운영사를 하이퍼스케일러라 부른다","url":null},{"term":"AI","text":"인공지능. GPU·LLM 같은 관련 낱말도 이 낱말로 센다","url":null},{"term":"인플레","text":"인플레이션. 물가가 전반적으로 오르는 일. 디스인플레이션은 오름세가 느려지는 것","url":null},{"term":"경기","text":"경기 침체·연착륙·스태그플레이션처럼 경기 국면을 가리키는 말","url":null},{"term":"PMI","text":"구매관리자지수. 50을 넘으면 확장으로 읽는다","url":null},{"term":"원자재","text":"천연가스·구리처럼 산업의 원료가 되는 상품. 에너지 가격 글도 이 낱말로 센다","url":null},{"term":"한국 수출","text":"한국 수출입 통계. 관세청이 열흘 단위 잠정치와 월간 실적을 낸다","url":"https://tradedata.go.kr/cts/index.do"},{"term":"반도체","text":"메모리(D램·낸드)·HBM·파운드리 등 반도체 산업의 글","url":null},{"term":"미 국채 입찰","text":"미 재무부의 국채 경쟁입찰. 응찰률과 낙찰금리로 수요를 본다","url":"https://www.treasurydirect.gov/auctions/upcoming/"},{"term":"미 국채 발행계획","text":"미 재무부의 분기 리펀딩 발표. 만기별 발행 규모를 밝힌다","url":"https://home.treasury.gov/policy-issues/financing-the-government/quarterly-refunding"},{"term":"기간 프리미엄","text":"장기채를 들고 가는 대가로 요구하는 추가 보상. 모형 추정값이다","url":"https://www.newyorkfed.org/research/data_indicators/term-premia-tabs"},{"term":"국고채 발행계획","text":"재정경제부가 매달 말 내는 다음 달 국고채 발행 물량과 일정","url":"https://ktb.mofe.go.kr/mnbyIsuCldr.do"},{"term":"국고채 입찰","text":"국고채 경쟁입찰. 국고채전문딜러(PD)가 응찰한다","url":"https://ktb.mofe.go.kr/isuNdReprchsPblanc.do"},{"term":"국내 크레딧","text":"국내 회사채·여전채 등 신용 채권 시장","url":null},{"term":"국고채 커브","text":"국고채 만기별 금리 차. 3년과 10년 금리의 차이를 주로 본다","url":null},{"term":"미 국채 커브","text":"미 국채 만기별 금리 차. 2년과 10년 금리의 차이를 주로 본다","url":"https://fred.stlouisfed.org/series/T10Y2Y"},{"term":"커브","text":"수익률곡선. 장단기 금리 차가 벌어지면 스팁, 좁혀지면 플랫","url":null},{"term":"국고채 금리","text":"한국 정부가 발행하는 국채(국고채)의 만기별 금리. 3년·10년물을 주로 본다","url":null},{"term":"미 국채 금리","text":"미 국채 수익률. 재무부가 매일 만기별 금리를 고시한다","url":"https://home.treasury.gov/policy-issues/financing-the-government/interest-rate-statistics"},{"term":"기술적 수준","text":"이평선·지지선·저항선처럼 차트에서 읽는 값의 자리","url":null},{"term":"관세","text":"수입품에 매기는 세금. 무역 협상 글도 이 낱말로 센다","url":null},{"term":"지정학","text":"전쟁·분쟁·봉쇄처럼 나라 사이의 정치·군사적 긴장","url":null},{"term":"달러","text":"주요 통화 대비 달러 값. 달러 인덱스(DXY)나 연준의 달러 지수로 본다","url":"https://fred.stlouisfed.org/series/DTWEXBGS"},{"term":"미 증시","text":"나스닥·S&P 500·다우 등 미국 주가지수","url":null},{"term":"국내 증시","text":"코스피·코스닥 등 한국 주가지수","url":null},{"term":"매파·비둘기","text":"긴축 쪽 성향을 매파, 완화 쪽 성향을 비둘기라고 부른다","url":null},{"term":"통화정책","text":"중앙은행이 금리와 시중의 돈의 양을 조절하는 정책","url":null},{"term":"소수의견","text":"금통위 결정에서 다수와 다르게 표를 던진 위원의 의견","url":null},{"term":"근원물가","text":"식품과 에너지를 뺀 물가. 흐름의 바탕을 보려고 쓴다","url":null},{"term":"잠재성장률","text":"물가를 자극하지 않고 이룰 수 있는 성장률. 추정값이다","url":null},{"term":"헤지펀드","text":"여러 전략을 쓰는 사모 펀드. 국채 현물·선물 차익 거래 글에 자주 나온다","url":null},{"term":"장기금리","text":"만기가 긴 채권의 금리. 보통 10년 이상 국채 금리를 가리킨다","url":null}]}