경기 부양 기대에 유럽증시 '두근두근' 상승세

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유럽 경기 바닥 찍고 주춤했던 증시 움직임 시작



경제 전망의 반전: 유럽 증시의 두드러진 상승세


최근, 유럽 증시는 경기 침체와 내수 부진에 대한 우려로 주춤했던 모습에서 벗어나 상승세를 보이고 있습니다. 특히, 독일을 중심으로 한 유럽 증시는 연중 최고치를 경신하며 경기가 바닥을 찍은 흔적을 보여주고 있습니다.


 ECB의 금리인하 기대와 주요 국가별 ETF 수익률 상승


이 상승세의 배경에는 내년 상반기부터의 기준금리 인하 기대감이 크게 작용하고 있습니다. 유럽 중앙은행(ECB)이 내년 2분기에 금리를 낮출 것으로 예측되면서 증시는 더욱 강력한 반등을 보여주고 있습니다.


KBSTAR 유로스탁스50(H)를 비롯한 주요 ETF들은 최근 1개월간 상승률이 두드러지게 증가하며 투자자들에게 높은 수익을 선사하고 있습니다. 특히, 독일을 대표하는 KOSEF 독일DAX ETF는 한 달 동안 10.6% 급등하며 주목받고 있습니다.


유럽 경기 회복의 증거


최근의 경제 지표들은 유럽 경기가 최악을 벗어나고 있다는 낙관론을 뒷받침하고 있습니다. HCOM 유로존 종합 구매관리자지수(PMI)는 예상을 상회하는 47.1로 기록되었으며, 독일의 ZEW 경기기대지수도 7개월 만에 플러스 전환했습니다.


미래에셋증권에 따르면 유로존 지역은 에너지 등의 외부 인플레이션 압력이 완화되면서 2%대 물가 안착이 가능성이 높아졌습니다. 이러한 긍정적인 지표들이 유럽 경기 회복에 대한 투자자들의 낙관감을 높이고 있습니다.


유럽 경기의 새로운 도약


유럽 증시의 상승세는 경기 회복과 ECB의 금리인하 기대에 힘입어 지속되고 있습니다. 향후 경제 지표와 ECB의 정책 결정에 주목할 필요가 있으며, 투자자들은 이러한 동향을 주시하며 포트폴리오를 관리해 나갈 필요가 있습니다.

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