장전 브리핑 Pre-Market Briefing for August 20, 2026
오늘 한눈에
Previous Day Recap
New York stocks closed higher across all three major indexes on August 19. The S&P 500 rose 0.21% to 7,707.98, the Nasdaq added 0.16% to 26,331.09, and the Dow gained 0.22% to 53,463.05. Healthcare jumped 3.51% to lead the indexes higher, while technology fell 1.07% and industrials dropped 0.88%. The volatility index declined 6.12% to 14.87.
Current Market Tone
After the U.S. Treasury doubled its purchase limit for long-term bonds yesterday, the 30-year yield fell nearly 10 basis points to around 5.19%. The easing of rate pressure revived risk appetite, but capital flowed into healthcare rather than the broader market. Phase 3 trial success for Merck and Moderna's melanoma vaccine was the trigger, while semiconductor and cybersecurity software names were pushed in the opposite direction. The "economic D-Day" toward Iran telegraphed by President Trump remains a spark for oil prices. Today's session will take its cue from retail and Chinese consumption data.
Pre-Market News Roundup
Today's Events
Macro Calendar
The market consensus is 210,000 versus 224,000 in the prior week. This figure is the fastest read on whether the labor market is cooling. A meaningfully larger-than-expected increase would be read as a sign of economic slowdown, lifting rate-cut expectations, while a smaller print would signal that employment remains firm and would reapply upward pressure to long-term yields that came down yesterday.
Today's economic calendar lists the core PCE price index and the headline PCE price index on a year-over-year and month-over-month basis, alongside the personal spending figure. The release time and consensus estimates, however, have not yet been finalized. The PCE is the indicator the Federal Reserve weighs most heavily when judging inflation, and once released it will once again set the direction for Treasury yields and the dollar.
Dividend Watch
Names to Watch
Merck surged 12.6% to $152.20 in a single session on its Phase 3 melanoma vaccine news. The Relative Strength Index (RSI) spiked to 83, and the price broke above the upper Bollinger Band (the statistically extreme upper boundary around the moving average). The catalyst is clear, but the stock sits in a short-term overbought zone, so a pullback today would not be surprising.
Eli Lilly rose 4.46% to $1,280.34, also piercing its upper Bollinger Band. RSI at 64.9 still has room before the overbought threshold, making it a yardstick for judging whether yesterday's rotation into healthcare was a one-day move or a continuing trend.
Texas Instruments slipped 1.73% to $267.52, breaking below the lower Bollinger Band. An RSI of 40.7 has not yet reached the oversold level of 30, so it is hard to call a bottom. This session will show whether the semiconductor correction that began in memory is spreading to analog chips.
Today's Action Guide
Stay calm today. Have a good one.
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