글로벌 경제·증시·AML 브리핑 — 2026-08-13

시장 현황

• S&P 500: 7,748.50, up +20.30 points (+0.26%) from the previous day.
• NASDAQ: 26,588.49, up +143.04 points (+0.54%).
• Dow Jones (Dow 30): 53,770.27, down -21.58 points (-0.04%).
• Kospi: 6,579.04, up +233.51 points (+3.68%).
• Kosdaq: Closed up +0.12% compared to the previous trading day as of the 12th.

U.S. stock markets recently showed signs of pulling back from their highs, with reports noting that the S&P 500 fell 0.3% on the 11th.

국내 경제 뉴스

이 기간 국내 경제 주요 뉴스 없음

No new South Korean economic indicators or government economic policy announcements published after August 11, 2026, were found in the search results. Reports regarding existing base rates and inflation were from prior to August 11 and have been excluded from this issue.

글로벌 경제·시장

미국 금리 인하 기대, 당분간 후퇴 가능성

The U.S. Federal Reserve has continuously kept its benchmark interest rate frozen throughout 2026, with analyses suggesting it is weighing inflation pressures alongside signals of economic and employment slowdowns.

9월 FOMC 전망은 동결과 인상으로 팽팽

Reports indicated that the CME FedWatch tool reflects nearly a 50-50 split between the likelihood of a rate freeze and a 0.25 percentage point rate hike at the September Federal Open Market Commission meeting. Upcoming inflation figures were cited as the core variable driving policy direction.

1 sources

ibtimes.com

ibtimes.com

국제 금융시장, 유가와 중동 정세에 주목

On the 11th, rising oil prices and weakening expectations for negotiations surrounding the Strait of Hormuz impacted stock and foreign exchange markets. The Reserve Bank of Australia's hawkish rate hold was also mentioned as a key market variable.

주식 시장 동향

코스피, 6,579선으로 3.68% 급등

The Kospi closed up 3.68% at 6,579.04 on the 12th compared to the previous trading day. The Kosdaq rose 0.12% on the same day.

나스닥, 26,588선에서 0.54% 상승

The Nasdaq settled at 26,588.49, gaining 143.04 points, or 0.54%, from the previous day.

S&P 500, 7,748.50으로 0.26% 상승

The S&P 500 came in at 7,748.50, up 20.30 points, or 0.26%, from the previous day. However, separate reports noted a 0.3% decline on the 11th, pointing to ongoing short-term volatility.

미국 산업재·기술주 강세

According to market page data, the daily return for the U.S. industrials sector was +2.19%, and technology was +1.13%. Financial services stood at +0.41%, and energy recorded +0.14%.

AML·금융규제

미국 기업 실소유자 신고 면제에 대한 금융권 우려

Reports surfaced that the Financial Crimes Enforcement Network (FinCEN) under the U.S. Department of the Treasury decided to permanently exempt U.S. companies from beneficial ownership information reporting requirements. Analysts suggested this could shrink the database available for banks to use in customer due diligence and beneficial ownership verification.

한국, 가상자산사업자 심사와 쪼개기 송금 차단 추진

Reports indicated that the South Korean government is pushing for institutional improvements to strengthen entry evaluations for Virtual Asset Service Providers (VASPs) and specify reviews for major shareholders and financial soundness. Measures to block money laundering via split-remittance techniques—sending small amounts across multiple transactions—were also included for implementation. Specific enforcement schedules were not confirmed.

람다256, 금융기관 대상 온체인 AML 고도화 추진

Blockchain company Lambda256 is working to advance anti-money laundering systems by combining financial institutions' abnormal transaction detection with on-chain capital flow analysis. Reports described this as a move to strengthen its penetration into the institutional compliance market.

주목 사항

• U.S. September FOMC rate outlook: The market is pricing in nearly identical probabilities for a benchmark rate freeze and a 0.25 percentage point hike. Upcoming inflation data releases were cited as a major variable.
• VASP AML regulatory improvements: South Korea's push to strengthen major shareholder and financial soundness evaluations for VASPs and block split-remittances is underway, though official implementation schedules were not confirmed in research results.