{"id":37920,"date":"2026-02-10T10:59:01","date_gmt":"2026-02-10T10:59:01","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8a%a4%ec%9b%a8%eb%8d%b4%ec%9d%98-%ec%82%b0%ec%97%85%ec%83%9d%ec%82%b0-%ea%b0%80%ec%b9%98%eb%8a%94-12%ec%9b%94%ec%97%90-%ec%a0%84%eb%85%84-%eb%8f%99%ea%b8%b0-%eb%8c%80%eb%b9%84-4-2%eb%a1%9c\/"},"modified":"2026-02-10T10:59:01","modified_gmt":"2026-02-10T10:59:01","slug":"%ec%8a%a4%ec%9b%a8%eb%8d%b4%ec%9d%98-%ec%82%b0%ec%97%85%ec%83%9d%ec%82%b0-%ea%b0%80%ec%b9%98%eb%8a%94-12%ec%9b%94%ec%97%90-%ec%a0%84%eb%85%84-%eb%8f%99%ea%b8%b0-%eb%8c%80%eb%b9%84-4-2%eb%a1%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8a%a4%ec%9b%a8%eb%8d%b4%ec%9d%98-%ec%82%b0%ec%97%85%ec%83%9d%ec%82%b0-%ea%b0%80%ec%b9%98%eb%8a%94-12%ec%9b%94%ec%97%90-%ec%a0%84%eb%85%84-%eb%8f%99%ea%b8%b0-%eb%8c%80%eb%b9%84-4-2%eb%a1%9c\/","title":{"rendered":"\uc2a4\uc6e8\ub374\uc758 \uc0b0\uc5c5\uc0dd\uc0b0 \uac00\uce58\ub294 12\uc6d4\uc5d0 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 4.2%\ub85c \uc720\uc9c0\ub418\uba70 \uc774\uc804 \uc218\uce58\uc640 \ubcc0\ub3d9\uc774 \uc5c6\uc5c8\ub2e4."},"content":{"rendered":"\uc2a4\uc6e8\ub374\uc758 \uc0b0\uc5c5 \uc0dd\uc0b0 \uac00\uce58(\uacf5\uc7a5\uc5d0\uc11c \ub9cc\ub4e0 \uc81c\ud488\uacfc \uc11c\ube44\uc2a4\uc758 **\uae08\uc561 \uae30\uc900 \uc0dd\uc0b0 \uaddc\ubaa8**)\ub294 12\uc6d4\uc5d0 \uc804\ub144 \ub300\ube44 4.2% \uc99d\uac00\ud588\ub2e4. \uc774 \uc218\uce58\ub294 \uc774\uc804 \ub2ec\uc5d0 \uae30\ub85d\ub41c \uc99d\uac00\uc728\uacfc \uac19\uc558\ub2e4.\n\n\uc218\uce58\uac00 \ubcc0\ud558\uc9c0 \uc54a\uc558\ub2e4\ub294 \uac83\uc740, \uc5f0\ub9d0\uc5d0 \uc0b0\uc5c5 \uc0dd\uc0b0 \uac00\uce58\uac00 **\uc5f0\uac04 \uae30\uc900\uc73c\ub85c \uc548\uc815\uc801\uc73c\ub85c \ub298\uace0 \uc788\uc5c8\ub2e4**\ub294 \ub73b\uc774\ub2e4. \uc774\ubc88 \ubc1c\ud45c\uc5d0\ub294 \ucd94\uac00 \uc138\ubd80 \ub0b4\uc5ed(\uc608: \uc5c5\uc885\ubcc4\u00b7\ud488\ubaa9\ubcc4 \uad6c\ubd84)\uc740 \uc81c\uacf5\ub418\uc9c0 \uc54a\uc558\ub2e4.\n\n

\uc2a4\uc6e8\ub374 \uc0b0\uc5c5 \uc0dd\uc0b0 \uc804\ub9dd<\/h3>\n\uc9c0\ub09c 2025\ub144 12\uc6d4\uc758 \uc0b0\uc5c5 \uc0dd\uc0b0 4.2%(\uc804\ub144 \ub300\ube44) \uc218\uce58\ub294 \uc2a4\uc6e8\ub374 \uacbd\uc81c\uc758 **\ud0c4\ud0c4\ud55c \ucd9c\ubc1c\uc810**\uc774 \ub41c\ub2e4. \uc774\ub294 \uacbd\uc81c\uc758 \uae30\ubcf8 \ud798\uc774 \uc0c8\ud574\uc5d0\ub3c4 \uc774\uc5b4\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub530\ub77c\uc11c \uc2a4\uc6e8\ub374 \uc911\uc559\uc740\ud589\uc778 \ub9ad\uc2a4\ubc29\ud06c(Riksbank)\uac00 \uac00\uae4c\uc6b4 \uc2dc\uae30\uc5d0 \uae08\ub9ac\ub97c \ub0b4\ub9b4 \uac00\ub2a5\uc131\uc740 \ub0ae\uc544\uc9c4\ub2e4. (\uae08\ub9ac \uc778\ud558=cutting interest rates: **\uc911\uc559\uc740\ud589\uc774 \uae30\uc900\uae08\ub9ac\ub97c \ub0ae\ucd94\ub294 \uac83**)\n\n\ub354 \ucd5c\uadfc \uc790\ub8cc\ub3c4 \uac19\uc740 \ud750\ub984\uc744 \ud655\uc778\ud574 \uc900\ub2e4. 2026\ub144 1\uc6d4 \uc2a4\uc6e8\ub374 \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: **\uae30\uc5c5 \uad6c\ub9e4 \ub2f4\ub2f9\uc790 \uc124\ubb38\uc73c\ub85c \uacbd\uae30 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c**, 50 \uc774\uc0c1\uc774\uba74 \ubcf4\ud1b5 \u2018\ud655\uc7a5\u2019)\ub294 53.5\ub85c \uc62c\ub77c, \uc0dd\uc0b0 \ud65c\ub3d9\uc774 \uacc4\uc18d \ub298\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub7f0 \uac15\uc138\ub294 \uc0b0\uc5c5 \uae30\uc5c5\uc758 \uc2e4\uc801(earnings: **\uae30\uc5c5\uc774 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775**)\uc5d0 \uae0d\uc815\uc801 \uc2e0\ud638\ub2e4. \uadf8\ub798\uc11c \uc6b0\ub9ac\ub294 OMXS30 \uc9c0\uc218(\uc2a4\uc6e8\ub374 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\uc5d0 \ub300\ud55c \ucf5c \uc635\uc158(call option: **\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac**) \ub9e4\uc218\ub97c \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc2dc\uc7a5\uc774 \uc774\ub7f0 \ud68c\ubcf5\ub825\uc744 \uc544\uc9c1 \ucda9\ubd84\ud788 \ubc18\uc601\ud558\uc9c0 \ubabb\ud588\uc744 \uac00\ub2a5\uc131\uc774 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4.\n\n\uc774\ub7f0 \uacbd\uc81c \ud750\ub984\uc740 \uc2a4\uc6e8\ub374 \ud06c\ub85c\ub098(SEK: **\uc2a4\uc6e8\ub374 \ud1b5\ud654**) \uac15\uc138\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. EUR\/SEK(\uc720\ub85c\/\ud06c\ub85c\ub098 \ud658\uc728: **\uc720\ub85c 1\ub2e8\uc704\ub97c \uc0ac\uae30 \uc704\ud55c \ud06c\ub85c\ub098 \uac00\uaca9**)\ub294 \uc5f0\ucd08 \uc774\ud6c4 1% \uc774\uc0c1 \ud558\ub77d\ud588\ub294\ub370, \uc774\ubc88 \uc790\ub8cc\ub294 \ucd94\uac00 \ud558\ub77d \uadfc\uac70\uac00 \ub41c\ub2e4. \uc6b0\ub9ac\ub294 \uc720\ub85c \ub300\ube44 SEK \ucf5c \uc635\uc158(= **\ud06c\ub85c\ub098\ub97c \ub354 \uc720\ub9ac\ud55c \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac**)\uc5d0\uc11c \uae30\ud68c\ub97c \ubcfc \uc218 \uc788\uc73c\uba70, \uc791\ub144 \uac00\uc744\uc5d0 \ubcf4\uc600\ub358 11.20 \uc544\ub798\ub85c\uc758 \uc6c0\uc9c1\uc784\uc744 \ubaa9\ud45c\ub85c \ud560 \uc218 \uc788\ub2e4.\n\n2026\ub144 1\uc6d4 \ubb3c\uac00\uc0c1\uc2b9\ub960(inflation: **\uc804\ubc18\uc801\uc778 \ubb3c\uac00\uac00 \uc624\ub974\ub294 \uc18d\ub3c4**)\uc774 2.1%\ub85c, \ub9ad\uc2a4\ubc29\ud06c \ubaa9\ud45c\uce58\ub97c \uc57d\uac04 \uc6c3\ub3cc\uba74\uc11c \uc911\uc559\uc740\ud589\uc774 \ub9e4\ud30c\uc801(hawkish: **\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac\ub97c \uc62c\ub9ac\ub824\ub294 \uc131\ud5a5**) \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud574\uc57c \ud55c\ub2e4\ub294 \uc555\ubc15\ub3c4 \ub0a8\uc544 \uc788\ub2e4. \uae08\ub9ac \uc2dc\uc7a5(interest rate markets: **\uae08\ub9ac \uad00\ub828 \uc0c1\ud488\uc774 \uac70\ub798\ub418\ub294 \uc2dc\uc7a5**)\uc740 \uc774\uc81c \uc5f0\uc911 \uc911\ubc18\uae4c\uc9c0 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 50% \ub118\uac8c \ubcf4\uace0 \uc788\ub294\ub370, \uc774\ub294 \ud55c \ub2ec \uc804\uacfc \ube44\uad50\ud574 \ud070 \ubcc0\ud654\ub2e4. \uc6b0\ub9ac\ub294 2\ubd84\uae30\uae4c\uc9c0 \ub2e8\uae30\uae08\ub9ac \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc120\ub3c4\uae08\ub9ac\uacc4\uc57d(FRA: forward rate agreement, **\ubbf8\ub798\uc758 \ud2b9\uc815 \uae30\uac04 \uae08\ub9ac\ub97c \uc9c0\uae08 \uace0\uc815\ud574 \ub450\ub294 \uacc4\uc57d**)\uc744 \uc0b4\ud3b4\ubcfc \uc218 \uc788\ub2e4.\n\n

\uc635\uc158 \ubcc0\ub3d9\uc131 \uc804\ub7b5<\/h3>\n\ub2e4\uc74c \uc8fc \uc608\uc815\ub41c \ub9ad\uc2a4\ubc29\ud06c \ud1b5\ud654\uc815\ucc45 \ud68c\uc758(policy meeting: **\uae08\ub9ac\u00b7\ud1b5\ud654\uc815\ucc45\uc744 \uacb0\uc815\ud558\ub294 \ud68c\uc758**)\ub97c \uc55e\ub450\uace0, \ud06c\ub85c\ub098\uc640 OMXS30 \ubaa8\ub450\uc5d0\uc11c \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility: **\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc608\uc0c1 \ubcc0\ub3d9 \ud3ed\u2019**)\uc774 \uc62c\ub77c\uc654\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc2a4\uc6e8\ub374 \uc0b0\uc5c5\uc8fc\uc5d0 \ub300\ud574 \uc678\uac00\uaca9 \ud48b\uc635\uc158(out-of-the-money put: **\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ub0ae\uc740 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac\ub85c, \ub2f9\uc7a5 \ud589\uc0ac\ud560 \uac00\ub2a5\uc131\uc774 \uc791\uc740 \ud48b\uc635\uc158**)\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4(premium: **\uc635\uc158 \ub9e4\ub3c4\uc790\uac00 \ubc1b\ub294 \ub300\uac00**)\uc744 \ud655\ubcf4\ud558\ub294 \uc804\ub7b5\uc774 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub2e4. \uacac\uc870\ud55c \uacbd\uc81c \uae30\ubc18\uc774 \ud070 \ud3ed\uc758 \uc2dc\uc7a5 \ud558\ub77d\uc5d0 \ub300\ud55c \uc644\ucda9 \uc5ed\ud560\uc744 \ud574, \uac10\ub2f9 \uac00\ub2a5\ud55c \uc704\ud5d8\uc73c\ub85c \ubcfc \uc5ec\uc9c0\uac00 \uc788\ub2e4.\n\n\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc2a4\uc6e8\ub374 \uc0b0\uc5c5\uc0dd\uc0b0\uac00\uce58\uac00 12\uc6d4\uc5d0\ub3c4 \uc804\ub144 \ub300\ube44 4.2% \uc99d\uac00\ud558\uba70 \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. PMI 53.5\u00b7\ubb3c\uac00 2.1%\ub85c \uacbd\uae30 \ud0c4\ub825 \ud655\uc778, \uae08\ub9ac\uc778\ud558 \uac00\ub2a5\uc131\u2193. \ud06c\ub85c\ub098 \uac15\uc138\u00b7OMXS30 \ucf5c\u00b7SEK \ucf5c, \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 OTM \ud48b \ub9e4\ub3c4 \uc804\ub7b5\ub3c4 \ubd80\uac01. – vtmarkets.com<\/p>\n","protected":false},"author":62,"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-37920","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\/37920","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\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=37920"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/37920\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=37920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=37920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=37920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}