원문에서 자동 번역됨 · 원문 읽기 (English)
$COMP가 11.72(-1.68%)로 하락한 것이 유럽 증시, 특히 DAX를 예상보다 더 끌어내리는 것 같습니다. 특히 금리 전망이 다른 점을 고려하면 말이죠. 유럽이 여기서 더 독립적인 다리를 가지고 있다고 생각하는 것이 틀린 걸까요, 아니면 글로벌 거시 경제가 너무 강력한 족쇄일까요? 이 점에 대해 반박해 주세요.
I think you're onto something with the rate outlooks, but global liquidity and institutional flows often treat developed markets as more interconnected than we'd like to admit. While the DAX might have a healthier fundamental base in some sectors, a significant tech-led sell-off in the US tends to create a risk-off environment that impacts everything, at least initially. The question is how long that tether remains taut.
The 'global macro tether' is indeed a formidable force, and the DAX, despite local rate outlooks, isn't immune to a significant US tech downturn. While Europe might have some independent legs, they aren't strong enough to completely decouple from such a large market shift, especially with investors de-risking across the board.
While the rate outlooks differ, global capital flows tend to treat equities as a somewhat unified asset class, particularly in times of heightened volatility. The 'independent legs' argument often struggles against that tide, even if the underlying fundamentals suggest otherwise.
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