1. 2014. 8. 14 S&P500 (%) (P) (P) (%) 16,651.80 91.26 0.55 4,434.13 44.87 1.02 S&P500 1,1,946.72 12.97 0.67 VIX 12.90 1.23 8.70 (P) (P) (%) DAX 9,198.88 129.41 1.43 15,213.63 52.32 0.35 2,222.88 1.28 0.06 55,581.19 861.15 1.53 25,918.95 38.18 0.15 (%) (%P) (%) (10 ) 2.42 0.03 1.33 (5 ) 1.58 0.04 2.64 (5 ) 11.73 0.00 0.03 (5 ) 4.75 0.00 0.06 8 13() . 7 6 . . (P) (P) (%) KOSPI 2,062.36 20.89 1..02 KOSDAQ 551.73 5.97 1.09 KOSPI200 265.91 2.57 0.98 KOSPI200 () 266.40 1.75 0.66 VKOSPI() 12.92 0.41 3.28 (%) (%p) () () (3 ) 2.51 0.01 162,615 4.184 (10 ) 3.07 0.01 50,778 271 (3 AA-) 2.85 0.01 77,269 134 (3 BBB-) 8.76 0.01 1,376 48 CD(91 ) 2.65 0.00 - 785,718 2,289 / / ($) ($) / 1,028.90 2.50 WTI($/) 97.56 0.18 / 102.38 0.15 Dubai($/) 101.98 1.27 / 1.34 0.01 Brent($/) 103.12 0.74 / 453.66 2.77 DDR3(4Gb,$) 4.11 0.01 / 78.55 0.53 NAND(64Gb,$) 2.98 0.02 (%) ($) (%) BDI(P) 871.00 4.12 (, $/) 1,312.00 0.29 CRB (P) 291.29 0.49 (, $/) 19.83 0.40 ($/) 545.50 1.39 ()($/) 6,925.50 1.42 ($/) 369.75 0.20 ($/) 2,297.00 1.37 ($/) 1,046.75 1.20 ($/) 18,580.00 1.43 , : 28 9,000 29 5,000 , 2Q GDP : 0.9%, 0.7% , (): 2.50% 2.25% , 2Q GDP : 2.3% 1.4% 7 YoY 9.0% ( 9.2%, 6 9.2%), , 7 YoY 12.2% ( 12.5%, 6 12.4%),, 1~7 YoY 17.0% ( 17.4%, 17.3%) . 7.5% 7 0%( +0.2%, +0.2%) 6 . -0.2%, +0.3%, +0.1% 6 -0.3%( +0.3%, -1.1%) 2 2 , 25% 15% , . , (072870): 2 896 , 211 1.1%, 6% NH , (183190): 3 ( ) , . , . , , , , . , , , . , , , . 0.11 0.21 0.25 0.33 0.35 0.41 0.53 0.85 1.14 1.15 0.67 0.00 0.50 1.00 1.50 IT S&P500