{"id":31342,"date":"2025-10-29T09:01:40","date_gmt":"2025-10-29T09:01:40","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%95%9c%ea%b5%ad%ec%97%90%ec%84%9c-%ed%8a%b8%eb%9f%bc%ed%94%84%eb%8a%94-%ec%97%b0%eb%b0%a9%ec%a4%80%eb%b9%84%ec%a0%9c%eb%8f%84%ec%9d%98-%ea%b8%88%eb%a6%ac-%ec%9d%b8%ec%83%81%ec%97%90-%eb%b0%98\/"},"modified":"2025-10-29T09:01:40","modified_gmt":"2025-10-29T09:01:40","slug":"%ed%95%9c%ea%b5%ad%ec%97%90%ec%84%9c-%ed%8a%b8%eb%9f%bc%ed%94%84%eb%8a%94-%ec%97%b0%eb%b0%a9%ec%a4%80%eb%b9%84%ec%a0%9c%eb%8f%84%ec%9d%98-%ea%b8%88%eb%a6%ac-%ec%9d%b8%ec%83%81%ec%97%90-%eb%b0%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%95%9c%ea%b5%ad%ec%97%90%ec%84%9c-%ed%8a%b8%eb%9f%bc%ed%94%84%eb%8a%94-%ec%97%b0%eb%b0%a9%ec%a4%80%eb%b9%84%ec%a0%9c%eb%8f%84%ec%9d%98-%ea%b8%88%eb%a6%ac-%ec%9d%b8%ec%83%81%ec%97%90-%eb%b0%98\/","title":{"rendered":"\ud55c\uad6d\uc5d0\uc11c \ud2b8\ub7fc\ud504\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\uc758 \uae08\ub9ac \uc778\uc0c1\uc5d0 \ubc18\ub300\ud55c\ub2e4\uace0 \uc120\uc5b8\ud588\ub2e4."},"content":{"rendered":"\ud55c\uad6d \ubc29\ubb38 \uc911, \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc740 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uac00 \uae08\ub9ac\ub97c \uc778\uc0c1\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 18\uc870 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc0c8\ub85c\uc6b4 \ud22c\uc790 \uc57d\uc18d\uc744 \ubc1c\ud45c\ud558\uba70, \uadf8\uc758 \ub450 \ubc88\uc9f8 \uc784\uae30 \ub9d0\uae4c\uc9c0 \ucd1d 21\uc870 \ub610\ub294 22\uc870 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc774\ub77c\uace0 \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.\n\n\uadf8\ub294 \ub2e4\uc74c \ubd84\uae30 \ub3d9\uc548 4%\uc758 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP) \uc131\uc7a5\ub960\uc744 \uc608\uc0c1\ud558\uba70, \ubbf8\uad6d \uacf5\uc7a5\ub4e4\uc774 \ud68c\ubcf5\ub418\uace0 \uc788\uc74c\uc744 \uc5b8\uae09\ud588\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uc774 \ub3cc\uc544\uc624\uace0 \uc788\uc73c\uba70, \uc870\uc120\uc5c5 \ubd80\ud65c\uc744 \uc704\ud55c \uacc4\ud68d\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc81c \uc548\ubcf4\ub294 \uad6d\uac00 \uc548\ubcf4\uc758 \ud55c \ubd80\ubd84\uc73c\ub85c \uc124\uba85\ub418\uc5c8\uc73c\uba70, \ubb34\uc5ed \uc815\ucc45\uc774 \uc0c8\ub85c\uc6b4 \ud22c\uc790\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uacfc\uc758 \ubb34\uc5ed \ud611\uc0c1\uc774 \uc608\uc0c1\ub418\uba70, \uc911\uad6d\uc758 \uc2dc\uc9c4\ud551 \ub300\ud1b5\ub839\uacfc\uc758 \ub17c\uc758\ub3c4 \uc608\uc815\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\ub294 \uac00\uaca9 \uc548\uc815\uc131\uacfc \uace0\uc6a9\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ubbf8\uad6d\uc758 \ud1b5\ud654 \uc815\ucc45\uc744 \uad00\ub9ac\ud558\uba70, \uae08\ub9ac\ub97c \uc870\uc815\ud558\uc5ec \ubbf8\uad6d \ub2ec\ub7ec\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. Fed \uad00\uacc4\uc790\ub4e4\uc740 \uc815\ucc45 \uacb0\uc815\uc744 \uc704\ud574 \uc5f0 8\ud68c\uc758 \ud68c\uc758\ub97c \uac1c\ucd5c\ud569\ub2c8\ub2e4. \uc591\uc801 \uc644\ud654(Quantitative Easing)\ub294 \uc2e0\uc6a9 \ud750\ub984\uc744 \uc99d\uac00\uc2dc\ud0a4\uae30 \uc704\ud574 \ucc44\uad8c\uc744 \uad6c\ub9e4\ud558\ub294 \uac83\uc73c\ub85c, \uc774\ub294 \ubbf8\uad6d \ub2ec\ub7ec\ub97c \uc57d\ud654\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc591\uc801 \uae34\ucd95(Quantitative Tightening)\uc740 \uc774\ub7ec\ud55c \uad6c\ub9e4\ub97c \uc911\ub2e8\ud558\uc5ec \ub2ec\ub7ec\ub97c \uac15\ud654\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.\n\nLallalit Srijandorn\uc740 \uc774 \uae30\uc0ac\ub97c \uc791\uc131\ud588\uc73c\uba70, 2019\ub144\ubd80\ud130 \ud504\ub791\uc2a4\uc5d0 \uac70\uc8fc\ud558\uace0 \ud604\uc7ac \ud30c\ub9ac\uc640 \ubc29\ucf55\uc5d0 \ub514\uc9c0\ud138 \uae30\uc5c5\uac00\ub85c \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ube60\ub974\uac8c \ubcc0\ud654\ud558\uba70, FXStreet\ub294 \ub274\uc2a4\ub808\ud130\ub97c \ud1b5\ud574 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.\n\n2025\ub144 10\uc6d4 29\uc77c \uc6b0\ub9ac \uad00\uc810\uc5d0\uc11c\ub294 \ub300\ud1b5\ub839\uc758 \ubc1c\uc5b8\uc774 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\uc758 \ub3c5\ub9bd\uc131\uc744 \ubd80\uac01\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc 9\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI) \ub370\uc774\ud130\uac00 3.8%\uc758 \uc778\ud50c\ub808\uc774\uc158\uc744 \ubcf4\uc5ec\uc8fc\uc5b4 \uc5ec\uc804\ud788 2% \ubaa9\ud45c\ub97c \ud6e8\uc52c \ucd08\uacfc\ud558\uba70, Fed\ub294 \ucd94\uac00 \uae34\ucd95\uc744 \uace0\ub824\ud560 \uba85\ud655\ud55c \uc758\ubb34\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ud2b8\ub808\uc774\ub354\ub4e4\uc774 \uc815\uce58\uc801 \uc555\ub825\uacfc \uacbd\uc81c \ub370\uc774\ud130\ub97c \ube44\uad50\ud560 \ub54c \ubcc0\ub3d9\uc131\uc774 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud574\uc57c \ud569\ub2c8\ub2e4.\n\n\uc774 \ubd88\ud655\uc2e4\uc131\uc740 \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488\uc5d0\uc11c \uae30\ud68c\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \ud604\uc7ac Fed \uae30\uae08 \uae08\ub9ac\uac00 5.00-5.25% \ubc94\uc704\uc5d0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c, \ub300\ud1b5\ub839\uc758 \uae08\ub9ac \uc778\uc0c1 \uc911\ub2e8 \uc694\uccad\uc740 \uc911\uc694\ud55c \uc0ac\uac74\uc785\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 Fed\uac00 \uc555\ub825\uc5d0 \uad74\ubcf5\ud558\ub4e0\uc9c0 \uc544\ub2c8\uba74 \ub2e8\ud638\ud568\uc744 \uc720\uc9c0\ud558\ub4e0\uc9c0 \ud070 \uc6c0\uc9c1\uc784\uc5d0\uc11c \uc218\uc775\uc744 \uc5bb\uc744 \uc218 \uc788\ub3c4\ub85d \uad6d\ucc44 \uc120\ubb3c\uc5d0\uc11c \uc2a4\ud2b8\ub798\ub4e4(\uc2a4\ud2b8\ub798\ub4e4 \uc635\uc158)\uc744 \uad6c\ub9e4\ud558\ub294 \uc785\uc7a5\uc744 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \n\n\uc8fc\uc2dd \uc2dc\uc7a5\uc758 \uacbd\uc6b0, 4%\uc758 GDP \uc131\uc7a5 \uc57d\uc18d\uc740 \ub9e4\uc6b0 \ub099\uad00\uc801\uc774\uba70, 2025\ub144 3\ubd84\uae30 \uc608\ube44 \ucd94\uc815\uce58 2.1%\uc640 \ub300\uc870\uc801\uc785\ub2c8\ub2e4. \uae08\ub9ac\uac00 \ub0ae\uc544\uc9c8 \uac00\ub2a5\uc131\uc774 \uc8fc\uc2dd\uc5d0 \uae0d\uc815\uc801 \uc601\ud5a5\uc744 \ubbf8\uce58\uaca0\uc9c0\ub9cc, \uc774\ub7ec\ud55c \ucc28\uc774\uac00 \uc8fc\uc758\uac00 \ud544\uc694\ud558\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \ud2b8\ub808\uc774\ub354\ub4e4\uc740 S&#038;P 500\uc5d0 \ub300\ud55c \ucf5c \uc635\uc158\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc0c1\uc2b9 \ub178\ucd9c\uc744 \uc5bb\uc73c\uba74\uc11c \uc7a0\uc7ac\uc801 \ud558\ub77d \uc704\ud5d8\uc744 \uc5c4\uaca9\ud558\uac8c \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \n\n\ubbf8\uad6d \ub2ec\ub7ec\ub294 \uc0c1\ubc18\ub41c \ub450 \uac00\uc9c0 \uac15\ub825\ud55c \ud798\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ub354 \uc774\uc0c1 \uae08\ub9ac\uac00 \uc778\uc0c1\ub418\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \ub2ec\ub7ec\ub97c \uc57d\ud654\uc2dc\ud0a4\uaca0\uc9c0\ub9cc, 18\uc870 \ub2ec\ub7ec\uc758 \uc0c8\ub85c\uc6b4 \ud22c\uc790 \ud655\ubcf4 \uc8fc\uc7a5\uc740 \uc774 \ud1b5\ud654\uc5d0 \ub300\ud55c \ub9c9\ub300\ud55c \uc218\uc694\ub97c \ub9cc\ub4e4\uc5b4\ub0c5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0c1\ubc18\ub41c \uc774\uc57c\uae30\ub4e4\uc740 \ubbf8\uad6d \ub2ec\ub7ec \uc9c0\uc218(DXY) \uc635\uc158\uc774 \ud2b9\uc815 \ubc29\ud5a5\uc5d0 \ubca0\ud305\ud558\uc9c0 \uc54a\uace0 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc744 \uac70\ub798\ud558\ub294 \ub17c\ub9ac\uc801\uc778 \ubc29\ubc95\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \n\n\ubc18\ub3c4\uccb4 \ubc0f \uc0b0\uc5c5\uacfc \uac19\uc740 \ud2b9\uc815 \ubd84\uc57c\ub294 \uc5b8\uae09\ub41c \uc815\ucc45 \ucd08\uc810\uc73c\ub85c\ubd80\ud130 \ud61c\ud0dd\uc744 \ubcfc \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4 \uc9c0\uc218(SOX)\uac00 \ub9ac\uc1fc\uc5b4\ub9c1 \uc18c\uc2dd\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ud604\uc7ac\uae4c\uc9c0 15% \uc774\uc0c1 \uc99d\uac00\ud55c \uac83\uc744 \uc774\ubbf8 \ubcf4\uc558\uc2b5\ub2c8\ub2e4. \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 &#8220;\ud65c\uae30\ucc2c \uacf5\uc7a5&#8221;\uc774\ub77c\ub294 \uc774\uc57c\uae30\ub97c \uac70\ub798\ud558\uae30 \uc704\ud574 \uc0b0\uc5c5 ETF\uc5d0 \ub300\ud55c \ucf5c \uc635\uc158\uc744 \uace0\ub824\ud558\ub294 \uac83\uc774 \uc9c1\uc811\uc801\uc778 \ubc29\ubc95\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\r\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ud55c\uad6d \ubc29\ubb38 \uc911 \uc5f0\uc900\uc758 \uae08\ub9ac \uc778\uc0c1 \uc911\ub2e8\uc744\u5ba3\u5e03\ud558\uba70 18\uc870 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud22c\uc790 \uc57d\uc18d\uc744 \ud588\uc2b5\ub2c8\ub2e4. \uacbd\uc81c \uc131\uc7a5\uacfc \ubb34\uc5ed \uc815\ucc45\uc774 \uc8fc\ubaa9\ubc1b\ub294 \uac00\uc6b4\ub370, \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc744 \ud65c\uc6a9\ud560 \uae30\ud68c\uac00 \uc5f4\ub9bd\ub2c8\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-31342","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/31342","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=31342"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/31342\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=31342"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=31342"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=31342"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}