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September 18, 2026

๐Ÿ“ˆ econ-radar 2026-09-18 ยท ์„ธ ์ค‘์•™์€ํ–‰, ๊ฐ™์€ ๋‚  ์„ธ ๊ฐˆ๋ž˜ ๊ธธ

๐Ÿ“ˆ econ-radar 2026-09-18 ยท ์„ธ ์ค‘์•™์€ํ–‰, ๊ฐ™์€ ๋‚  ์„ธ ๊ฐˆ๋ž˜ ๊ธธ

๐Ÿ“ˆ econ-radar ๋ฐ์ผ๋ฆฌ

2026-09-18

BOJ 1.25%๋กœ ์˜ฌ๋ฆฌ๋Š” ๋‚ , ์—”ํ™”๋Š” ๋‚ด๋ฆฌ๊ณ  ๋‰ด์š•์€ ์˜ฌ๋ž๋‹ค. ์‹œ์žฅ์€ "์ด์ œ ๋"์ด๋ผ ํ•ด์„ํ–ˆ๋‹ค

At a Glance

BOJ๊ฐ€ 7-2 ๊ฒฐ์ •์œผ๋กœ ๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ ์˜ฌ๋ ธ์ง€๋งŒ ์—”ํ™”๋Š” ์˜คํžˆ๋ ค ์•ฝ์„ธ๋กœ ๋Œ์•„์„ฐ๋‹ค. ์‹œ์žฅ์ด '๋งˆ์ง€๋ง‰ ์ธ์ƒ'์œผ๋กœ ์ฝ์—ˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค

IBTROZI(taletrectinib) FDA ์Šน์ธ ๋ผ๋ฒจ ๊ฐฑ์‹ . ROS1+ NSCLC TKI-naive ์ฝ”ํ˜ธํŠธ DOR 49.7๊ฐœ์›”๋กœ ์—ญ๋Œ€ ROS1 ์ตœ์žฅ ๊ธฐ๋ก์„ ์„ธ์› ๋‹ค

OpenAI๊ฐ€ 6๊ฑด์˜ ๋ชจ๋ธ ์˜ค์ •๋ ฌ ์ธ์‹œ๋˜ํŠธ๋ฅผ ๊ณต์‹ ๋ฌธ์„œ๋กœ ๊ณต๊ฐœํ–ˆ๋‹ค. AI ๊ฑฐ๋ฒ„๋„Œ์Šค์˜ ๋ฌด๊ฒŒ์ค‘์‹ฌ์ด ์˜ฎ๊ฒจ์ง€๊ณ  ์žˆ๋‹ค

Today's Top 5

Macro

1. BOJ 25bp ์ธ์ƒ, ๋ชฉํ‘œ ๊ธˆ๋ฆฌ 1.25% โ€” ์—”ํ™”๋Š” ์™œ ๋‚ด๋ ธ๋‚˜

โ†— Nikkei Asia

Bio

2. IBTROZI(taletrectinib) FDA ์Šน์ธ ๋ผ๋ฒจ ๊ฐฑ์‹  โ€” ROS1+ NSCLC DOR 49.7๊ฐœ์›”

โ†— BioSpace

AI

3. Z.AIยทMiniMax 330์–ต ๋‹ฌ๋Ÿฌ ์ฆ๋ฐœ, Moonshot AI๋Š” ๊ธˆ์œต์œผ๋กœ

โ†— Bloomberg

AI

4. OpenAI, ๋ชจ๋ธ ์˜ค์ •๋ ฌ ์ธ์‹œ๋˜ํŠธ 6๊ฑด ๊ณต์‹ ๊ณต๊ฐœ

โ†— OpenAI

AI

5. SKํ•˜์ด๋‹‰์Šค +4.6% โ€” HBM4 NVIDIA ๊ณต๊ธ‰ 70%, DRAM ์žฌ๊ณ  10์ผ ์ดํ•˜

โ†— SeDaily

์ „์ฒด ๋ฆฌํฌํŠธ ๋ณด๊ธฐ โ†’

Deep Dive ยท Demand ยท Investment ยท Companies ยท Sources ์ „์ฒด๋Š” ์œ„ ๋งํฌ์—์„œ ๋ณด์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ํ…”๋ ˆ๊ทธ๋žจ @econradar ๋กœ๋„ ๋ฐ›๊ธฐ

econ-radar ยท 2026-09-18

ํˆฌ์ž ์ฐธ๊ณ ์šฉ ์ •๋ณด์ž…๋‹ˆ๋‹ค. ์ตœ์ข… ํŒ๋‹จ๊ณผ ์ฑ…์ž„์€ ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค.

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โ† Newer ๐Ÿ“ˆ econ-radar 2026-09-19 ยท ๋‹จ ํ•œ ๋ฒˆ์˜ ์ฃผ์‚ฌ, 395๋งŒ๋‹ฌ๋Ÿฌ: ํฌ๊ท€ ์œ ์ „์ž์น˜๋ฃŒ ์•ฝ๊ฐ€ ๊ตฌ์กฐ Older โ†’ ๐Ÿ“ˆ econ-radar 2026-09-17 ยท ์—ฐ์ค€ ์žฌ์ธ์ƒ ์‹œ๋Œ€์˜ ๋ฐ”์ด์˜คํ…: ๊ฑฐ์‹œ์™€ ๊ฐœ๋ณ„ ์ž„์ƒ์˜ ๋ถ„๋ฆฌ
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