{"id":38052,"date":"2026-02-11T18:58:23","date_gmt":"2026-02-11T18:58:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/td-%ec%a6%9d%ea%b6%8c%ec%9d%80-%ec%ba%90%eb%82%98%eb%8b%a4-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89boc%ec%9d%98-%ec%8b%ac%ec%9d%98-%ec%9a%94%ec%95%bd%ec%9d%b4-1%ec%9b%94%ec%9d%98-%ec%8b%a0%ec%a4%91\/"},"modified":"2026-02-11T18:58:23","modified_gmt":"2026-02-11T18:58:23","slug":"td-%ec%a6%9d%ea%b6%8c%ec%9d%80-%ec%ba%90%eb%82%98%eb%8b%a4-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89boc%ec%9d%98-%ec%8b%ac%ec%9d%98-%ec%9a%94%ec%95%bd%ec%9d%b4-1%ec%9b%94%ec%9d%98-%ec%8b%a0%ec%a4%91","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/td-%ec%a6%9d%ea%b6%8c%ec%9d%80-%ec%ba%90%eb%82%98%eb%8b%a4-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89boc%ec%9d%98-%ec%8b%ac%ec%9d%98-%ec%9a%94%ec%95%bd%ec%9d%b4-1%ec%9b%94%ec%9d%98-%ec%8b%a0%ec%a4%91\/","title":{"rendered":"TD \uc99d\uad8c\uc740 \uce90\ub098\ub2e4 \uc911\uc559\uc740\ud589(BoC)\uc758 \uc2ec\uc758 \uc694\uc57d\uc774 1\uc6d4\uc758 \uc2e0\uc911\ud55c \uc5b4\uc870\ubcf4\ub2e4 \ub354 \ubbf8\ubb18\ud55c \uc9c0\uce68\uc744 \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4."},"content":{"rendered":"TD Securities\ub294 \uce90\ub098\ub2e4\uc911\uc559\uc740\ud589(BoC, Bank of Canada)\uc758 **\uc2ec\uc758 \uc694\uc57d(Summary of Deliberations: \ud68c\uc758\uc5d0\uc11c \uc5b4\ub5a4 \ub17c\uc758\uac00 \uc788\uc5c8\ub294\uc9c0 \uc815\ub9ac\ud55c \uae30\ub85d, \u2018\ud68c\uc758\ub85d\u2019 \uc131\uaca9\uc758 \ubb38\uc11c)** \uc774 1\uc6d4\uc758 \uc2e0\uc911\ud55c \uc131\uba85\ubcf4\ub2e4 **\uc815\ucc45\uc758 \ubbf8\ubb18\ud55c \ub258\uc559\uc2a4(\uc815\ucc45 \uc2e0\ud638\uc758 \uc138\ubd80 \uacb0)** \ub97c \ub354\ud574\uc904 \uac83\uc73c\ub85c \ubcf8\ub2e4. TD\ub294 BoC\uac00 **\ubd88\ud655\uc2e4\uc131(\ubbf8\ub798\ub97c \ub2e8\uc815\ud558\uae30 \uc5b4\ub824\uc6b4 \uc0c1\ud669)** \uc744 \uac15\uc870\ud558\uba74\uc11c\ub3c4, \uc911\uc559\uc740\ud589\uc774 **\uad6c\uc870\uc801 \uc5ed\ud48d(Structural headwinds: \uacbd\uc81c\uc758 \uad6c\uc870\uc801 \ubb38\uc81c\ucc98\ub7fc \uae08\ub9ac\ub85c \uc27d\uac8c \ud574\uacb0\ud558\uae30 \uc5b4\ub824\uc6b4 \uc7a5\uae30\uc801\uc778 \uc545\uc7ac)** \uc744 \ud574\uacb0\ud558\ub294 \ub370\uc5d0\ub294 **\ud560 \uc218 \uc788\ub294 \uc77c\uc774 \uc81c\ud55c\uc801** \uc774\ub77c\ub294 \uc810\uc744 \uc778\uc815\ud558\ub294 \ubc1c\uc5b8\uc774 \ud568\uaed8 \ub098\uc62c \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \n\nTD\ub294 \uc774\ubc88 \ud68c\uc758\ub85d\uc774 1\uc6d4 \uacb0\uc815 \uc774\uc804\uc5d0 \ub098\uc628 **\uc5c7\uac08\ub9b0 \uc9c0\ud45c(uneven data: \uc9c0\ud45c\uac00 \uc88b\uace0 \ub098\uc068\uc774 \uc11e\uc5ec \ubc29\ud5a5\uc131\uc774 \ub69c\ub837\ud558\uc9c0 \uc54a\uc740 \uc0c1\ud0dc)** \ub97c \ub354 \uc790\uc138\ud788 \uc124\uba85\ud560 \uac83\uc73c\ub85c \ubcf8\ub2e4. \ub610\ud55c BoC\uac00 **\uc6d4\uac04 \uacbd\uc81c\ud65c\ub3d9\uc774 2026\ub144\uc73c\ub85c \uac08\uc218\ub85d \ub454\ud654\ud588\ub2e4** \uace0 \uc5b8\uae09\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \n\n

\uc778\ud50c\ub808\uc774\uc158\uacfc \uc131\uc7a5 \uc2e0\ud638<\/h3>\nTD Securities\ub294 \ud68c\uc758\ub85d\uc774 **\ub354 \uac15\ud574\uc9c4 \u2018\ud5e4\ub4dc\ub77c\uc778\u2019 CPI(Headline CPI: \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \ub4f1 \ubaa8\ub4e0 \ud488\ubaa9\uc744 \ud3ec\ud568\ud55c \uc804\uccb4 \uc18c\ube44\uc790\ubb3c\uac00)** \ub97c \ud06c\uac8c \uac71\uc815\ud558\ub294 \ub0b4\uc6a9\uc740 \uc544\ub2d0 \uac83\uc73c\ub85c \ubcf8\ub2e4. \ub300\uc2e0 **\uadfc\uc6d0 \ubb3c\uac00(Core measures: \ubcc0\ub3d9\uc774 \ud070 \ud488\ubaa9\uc744 \uc81c\uc678\ud574 \ubb3c\uac00\uc758 \uae30\ubcf8 \ud750\ub984\uc744 \ubcf4\ub294 \uc9c0\ud45c)** \uac00 \ub354 \uc57d\ud574\uc84c\ub2e4\ub294 \uc810\uacfc, **\uc77c\ud68c\uc131 \uc694\uc778(one-off factors: \ud55c \ubc88 \ubc1c\uc0dd\ud574 \uc9c0\uc18d\ub418\uc9c0 \uc54a\ub294 \uc694\uc778)** \uc758 \uc601\ud5a5\uc744 \uc5b8\uae09\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \n\nTD\ub294 \ud68c\uc758\ub85d\uc774 BoC\uac00 \ub2e4\uc74c \uc870\uce58\uc5d0 \ub300\ud574 **\uc5ec\ub7ec \uc120\ud0dd\uc9c0(range of options: \uac00\ub2a5\ud55c \ub300\uc751\uc744 \uc5ec\ub7ec \uac00\uc9c0\ub85c \ub193\uace0 \uac80\ud1a0)** \ub97c \ub17c\uc758\ud588\ub2e4\uace0 \ub2e4\uc2dc \ubc1d\ud790 \uac83\uc73c\ub85c \ubcf8\ub2e4. \ub610\ud55c \uc5b4\ub5a4 \uc870\uce58\ub97c \ud560\uc9c0\uc5d0 \ub300\ud574 **\uc2dc\uc810(\uc5b8\uc81c \ud560\uc9c0)** \uacfc **\ubc29\ud5a5(\uae08\ub9ac\ub97c \uc62c\ub9b4\uc9c0\/\ub0b4\ub9b4\uc9c0)** \ubaa8\ub450\uc5d0\uc11c \uc758\uacac\uc774 \uac08\ub838\ub2e4\ub294 \uc810, \uadf8\ub9ac\uace0 1\uc6d4 **\ud1b5\ud654\uc815\ucc45\ubcf4\uace0\uc11c(MPR, Monetary Policy Report: \uc911\uc559\uc740\ud589\uc774 \uacbd\uc81c\u00b7\ubb3c\uac00 \uc804\ub9dd\uacfc \uc815\ucc45 \ud310\ub2e8\uc744 \uc124\uba85\ud558\ub294 \uc815\uae30 \ubcf4\uace0\uc11c)** \uc758 \uc804\ub9dd\uc744 \ubc14\uafc0 \uc218 \uc788\ub294 **\ucda9\uaca9(shock: \uc608\uc0c1\uce58 \ubabb\ud55c \ud070 \ubcc0\ud654\ub098 \uc0ac\uac74)** \uc774 \ubb34\uc5c7\uc778\uc9c0\uc5d0 \ub300\ud55c \uc124\uba85\uc774 \ub354\ud574\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \n\n\uc774 \uae30\uc0ac\ub294 AI \ub3c4\uad6c\ub85c \uc791\uc131\ub418\uace0 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc791\uc131 \uc8fc\uccb4\ub294 FXStreet Insights Team\uc73c\ub85c, \uc2dc\uc7a5\uc5d0\uc11c \ub098\uc628 \uad00\ucc30\uc744 \uace0\ub974\uace0 \ub0b4\ubd80\u00b7\uc678\ubd80 \ubd84\uc11d\uc744 \ub354\ud558\ub294 \uae30\uc790\ub4e4\ub85c \uc18c\uac1c\ub410\ub2e4. \n\n

\ud30c\uc0dd\uc0c1\ud488\uacfc \uae08\ub9ac \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n\ud2b8\ub808\uc774\ub354\ub4e4\uc740 BoC\uc758 **\ubb3c\uac00\uc5d0 \ub300\ud55c \uc2dc\uac01** \uc744 \uc8fc\uc758 \uae4a\uac8c \ubcfc \ud544\uc694\uac00 \uc788\ub2e4. BoC\ub294 \ucd5c\uadfc **\ud5e4\ub4dc\ub77c\uc778 CPI\uc758 \uc0c1\uc2b9** \uc740 \ud06c\uac8c \ubb38\uc81c \uc0bc\uc9c0 \uc54a\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. 2026\ub144 1\uc6d4 \ucd5c\uc2e0 \uc790\ub8cc\uc5d0\uc11c \ud5e4\ub4dc\ub77c\uc778 \uc778\ud50c\ub808\uc774\uc158\uc740 2.9%\uc600\uc9c0\ub9cc, BoC\uac00 \ub354 \uc911\uc2dc\ud558\ub294 **\uadfc\uc6d0 \uc9c0\ud45c** \ub294 \ud3c9\uade0 2.5%\ub85c \ub0b4\ub824\uac14\ub2e4. BoC\ub294 \uc774\ub7f0 **\uae30\ubcf8 \ubb3c\uac00 \ub454\ud654(underlying disinflationary trend: \uc77c\uc2dc \uc694\uc778\uc744 \ube7c\uba74 \ubb3c\uac00 \uc0c1\uc2b9 \uc555\ub825\uc774 \uc57d\ud574\uc9c0\ub294 \ud750\ub984)** \ub97c \uac15\uc870\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \n\n\uc774 \uad00\uc810\uc740 \uacbd\uae30 \ub454\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ub2e4\ub978 \uc790\ub8cc\ub4e4\uacfc\ub3c4 \ub9de\ub2ff\uc544 \uc788\ub2e4. 2025\ub144 12\uc6d4 \uc6d4\uac04 GDP\ub294 0.1% \uc18c\ud3ed \uac10\uc18c\ub97c \ubcf4\uc600\uace0, 2026\ub144 1\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0\uc11c\ub294 \uc2e4\uc5c5\ub960\uc774 6.2%\ub85c \uc62c\ub790\ub2e4. \uc2ec\uc758 \uc694\uc57d\uc740 \uc774\ub7ec\ud55c **\uc57d\ud574\uc9c4 \uacbd\uc81c \uc5ec\uac74** \uc774 \ud5a5\ud6c4 \uc815\ucc45 \uacb0\uc815\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \uc8fc\ub294\uc9c0 \uac70\uc758 \ud655\uc2e4\ud788 \ub2e4\ub8f0 \uac83\uc774\ub2e4. \n\n\ud30c\uc0dd\uc0c1\ud488(derivatives: \uc8fc\uc2dd\u00b7\uae08\ub9ac\u00b7\ud658\uc728 \uac19\uc740 \uae30\ucd08\uc790\uc0b0\uc758 \uac12\uc5d0 \ub530\ub77c \uac00\uaca9\uc774 \uc6c0\uc9c1\uc774\ub294 \uacc4\uc57d) \ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c, \uc774\ub7f0 \u2018\ubbf8\ubb18\ud55c \uc2e0\ud638\u2019\ub294 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub978 **\uc815\ucc45 \uc804\ud658(pivot: \uae08\ub9ac \ub3d9\uacb0\uc5d0\uc11c \uc778\ud558\ub85c \ubc29\ud5a5\uc744 \ubc14\uafb8\ub294 \ub4f1 \uc815\ucc45 \ubc29\ud5a5 \ubcc0\uacbd)** \uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uccab \uae08\ub9ac \uc778\ud558 \uc2dc\uc810\uc758 \ubd88\ud655\uc2e4\uc131 \ub54c\ubb38\uc5d0 **CORRA \uc120\ubb3c \uc635\uc158** \uc758 **\ubcc0\ub3d9\uc131(volatility: \uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)** \uc740 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\ub2e4. TD\ub294 4\uc6d4\u00b76\uc6d4 \ud68c\uc758 \uc804\ud6c4\ub85c **\uc2a4\ud2b8\ub798\ub4e4(straddle: \uac19\uc740 \ub9cc\uae30\u00b7\ud589\uc0ac\uac00\uc5d0\uc11c \ucf5c\uacfc \ud48b\uc744 \ud568\uaed8 \ub9e4\uc218\ud574 \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305)** \ub610\ub294 **\uc2a4\ud2b8\ub7ad\uae00(strangle: \uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\u00b7\ud48b\uc744 \ud568\uaed8 \ub9e4\uc218\ud574 \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305)** \uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud558\ub2e4\uace0 \ubcf8\ub2e4. \n\n\uc9c0\ud45c\uac00 \uc2dd\uace0 \uc788\ub294 \ub9cc\ud07c, **\uae08\ub9ac \ud558\ub77d\uc5d0\uc11c \uc774\uc775\uc774 \ub098\ub294 \ubc29\ud5a5\uc131 \ubca0\ud305** \ub3c4 \ub354 \ub9e4\ub825\uc801\uc774 \ub418\uace0 \uc788\ub2e4. 2025\ub144 \ud558\ubc18\uae30 \ub0b4\ub0b4 \uc2e0\uc911\ud55c \uc785\uc7a5\uc744 \uc720\uc9c0\ud588\ub358 \uac83\uacfc \ube44\uad50\ud558\uba74, \uc9c0\uae08\uc758 \uacbd\uc81c \uc0c1\ud669\uc740 \ubd84\uba85\ud788 \ubcc0\ud558\uace0 \uc788\ub2e4. **BAX \uc120\ubb3c(\uce90\ub098\ub2e4 \ub2e8\uae30\uae08\ub9ac \uc131\uaca9\uc758 \uc120\ubb3c)** \uc744 \ub9e4\uc218\ud558\uac70\ub098 **\uce90\ub098\ub2e4 \uad6d\ucc44 \ucf5c\uc635\uc158(\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158)** \uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uc218\uc775\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \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":"

\uce90\ub098\ub2e4 \uae08\ub9ac \ud5a5\ubc29, \ubd84 \ub2e8\uc11c\uac00 \ub098\uc628\ub2e4! TD\uc99d\uad8c\uc740 BoC \uc758\uc0ac\ub85d\uc774 1\uc6d4\ubcf4\ub2e4 \ub354 \ubbf8\ubb18\ud55c \ub258\uc559\uc2a4\ub97c \ub2f4\uace0, 2026\ub144 \ub454\ud654\u00b7\ud575\uc2ec\ubb3c\uac00 \uc644\ud654\ub85c \uc870\uae30 \ud53c\ubc97 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud560 \uac83\uc73c\ub85c \ubcf8\ub2e4. – 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-38052","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\/38052","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=38052"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38052\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38052"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38052"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38052"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}