{"id":38143,"date":"2026-02-12T16:57:39","date_gmt":"2026-02-12T16:57:39","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%95%98%ec%9a%b0%ec%a0%80%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81%ec%9d%b8-rba-%eb%b0%9c%ec%96%b8%ec%9d%b4-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%ac%eb%a5%bc-%ec%a7%80%ec%a7%80%ed%96%88%ec%a7%80%eb%a7%8c\/"},"modified":"2026-02-12T16:57:39","modified_gmt":"2026-02-12T16:57:39","slug":"%ed%95%98%ec%9a%b0%ec%a0%80%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81%ec%9d%b8-rba-%eb%b0%9c%ec%96%b8%ec%9d%b4-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%ac%eb%a5%bc-%ec%a7%80%ec%a7%80%ed%96%88%ec%a7%80%eb%a7%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%95%98%ec%9a%b0%ec%a0%80%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81%ec%9d%b8-rba-%eb%b0%9c%ec%96%b8%ec%9d%b4-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%ac%eb%a5%bc-%ec%a7%80%ec%a7%80%ed%96%88%ec%a7%80%eb%a7%8c\/","title":{"rendered":"\ud558\uc6b0\uc800\uc758 \ub9e4\ud30c\uc801\uc778 RBA \ubc1c\uc5b8\uc774 \ud638\uc8fc\ub2ec\ub7ec\ub97c \uc9c0\uc9c0\ud588\uc9c0\ub9cc, \uae08\ub9ac \uc778\ud558 \uae30\ub300\ub97c \ubc18\uc601\ud55c \uad6d\ucc44\uae08\ub9ac \ud558\ub77d\uc73c\ub85c \uc2e0\uc911\ud55c \uae08\ub9ac \uc804\ub9dd\uc774 \ub4dc\ub7ec\ub0ac\ub2e4"},"content":{"rendered":"RBA(\ud638\uc8fc\uc911\uc559\uc740\ud589) \ubd80\ucd1d\uc7ac \ud558\uc6b0\uc800\uc758 \ub9e4\ud30c\uc801(\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac\ub97c \uc62c\ub9ac\ub824\ub294) \ubc1c\uc5b8\uc774 \ud638\uc8fc\ub2ec\ub7ec(AUD)\ub97c \uc9c0\uc9c0\ud588\uc9c0\ub9cc, \ud638\uc8fc \uad6d\ucc44 \uae08\ub9ac(\ucc44\uad8c \uc218\uc775\ub960)\ub294 \ud558\ub77d\ud588\ub2e4. \uc774\ub294 AUD \uac15\uc138\uc640 \uae08\ub9ac \uc2dc\uc7a5\uc758 \uac00\uaca9 \ubc18\uc601(\ud5a5\ud6c4 \uae08\ub9ac \uacbd\ub85c\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uae30\ub300)\uc744 \uc0ac\uc774\uc5d0 \uad34\ub9ac\uac00 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\n\ud558\uc6b0\uc800\ub294 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9\ub960)\uc774 \u201c\uc5ec\uc804\ud788 \ub108\ubb34 \ub192\ub2e4\u201d\uace0 \ub9d0\ud588\uc73c\uba70, \uc774\uc0ac\ud68c(Board)\uac00 \uc774\ub97c \ub354 \uc624\ub798 \uc9c0\uc18d\ub418\ub3c4\ub85d \ub458 \uc218 \uc5c6\ub2e4\uace0 \ud588\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 OIS(\uc624\ubc84\ub098\uc774\ud2b8 \uc778\ub371\uc2a4 \uc2a4\uc651: \ud558\ub8e8\uc9dc\ub9ac \uae30\uc900\uae08\ub9ac\uc5d0 \uc5f0\ub3d9\ub41c \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488\uc73c\ub85c, \uc2dc\uc7a5\uc758 \uc815\ucc45\uae08\ub9ac \uae30\ub300\ub97c \uc77d\ub294 \ub370 \uc790\uc8fc \uc4f0\uc784) \uac00\uaca9 \ubc18\uc601\uc740 \ub0ae\uc740 \uc218\uc900\uc5d0 \uba38\ubb3c\ub800\ub2e4.\n\n

Rba Hawkishness Versus Market Pricing<\/h3>\nOCBC\ub294 2026\ub144 \ub9d0 AUD\/USD(\ud638\uc8fc\ub2ec\ub7ec\/\ubbf8\uad6d\ub2ec\ub7ec \ud658\uc728) \uc804\ub9dd\uce58\ub97c 0.69\uc5d0\uc11c 0.73\uc73c\ub85c \uc62c\ub838\ub2e4. \ub610\ud55c OIS \uc2dc\uc7a5\uc774 5\uc6d4\uae4c\uc9c0 \ub204\uc801 \uc57d 20bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8: 0.01%\ud3ec\uc778\ud2b8) \uc778\uc0c1\uc744, \uc5f0\ub9d0\uae4c\uc9c0\ub294 \uc57d 36bp \uc778\uc0c1\uc744 \ubc18\uc601\ud558\uace0 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.\n\n\uc6b0\ub9ac\ub294 \ud638\uc8fc\uc911\uc559\uc740\ud589\uc758 \ub9e4\ud30c\uc801 \ubc1c\uc5b8\uc774 \ud638\uc8fc\ub2ec\ub7ec\ub97c \uc9c0\uc9c0\ud558\ub294 \ubaa8\uc2b5\uc744 \ubcf4\uace0 \uc788\ub2e4. \ubd80\ucd1d\uc7ac \ud558\uc6b0\uc800\uac00 \uc778\ud50c\ub808\uc774\uc158\uc774 \u201c\ub108\ubb34 \ub192\ub2e4\u201d\uace0 \uacbd\uace0\ud55c \uc810\uc774 \ud575\uc2ec \uc694\uc778\uc774\uc5c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc6b0\ub9ac\ub294 \uac15\uc138 \uc804\ub9dd\uc744 \uc720\uc9c0\ud558\uba70 2026\ub144 \ub9d0 AUD\/USD\ub97c 0.73\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4.\n\n\uc678\ud658\uc2dc\uc7a5(\ud1b5\ud654\uac00 \uac70\ub798\ub418\ub294 \uc2dc\uc7a5)\uacfc \uae08\ub9ac\uc2dc\uc7a5(\uc774\uc790\uc728\u00b7\ucc44\uad8c\uc774 \uac70\ub798\ub418\ub294 \uc2dc\uc7a5) \uc0ac\uc774\uc5d0\ub294 \ub69c\ub837\ud55c \uad34\ub9ac\uac00 \uc788\ub2e4. AUD\ub294 \uac15\ud574\uc9c0\uace0 \uc788\uc9c0\ub9cc, \uae08\ub9ac \uac00\uaca9 \ubc18\uc601\uc744 \ubcf4\uba74 \ud22c\uc790\uc790\ub4e4\uc740 RBA\uac00 \ud070 \ud3ed\uc758 \uae08\ub9ac \uc778\uc0c1\uc744 \uc2e4\uc81c\ub85c \uc2e4\ud589\ud560 \uac83\uc774\ub77c\uace0 \ud655\uc2e0\ud558\uc9c0 \uc54a\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uae08\ub9ac\uc2dc\uc7a5\uc740 \uc62c\ud574 \ub0a8\uc740 \uae30\uac04 \ub3d9\uc548 \uc57d 36bp \uc778\uc0c1\ub9cc \ubc18\uc601\ud558\uace0 \uc788\ub2e4.\n\n

Options Strategies For A Volatile Repricing<\/h3>\n\ucc44\uad8c \ud22c\uc790\uc790\ub4e4\uc758 \uc774\ub7f0 \uc758\uad6c\uc2ec\uc740 \ucd5c\uadfc \ub370\uc774\ud130\uac00 \uc778\ud50c\ub808\uc774\uc158\uc774 \uc5ec\uc804\ud788 \ubb38\uc81c\uc784\uc744 \ubcf4\uc5ec\uc8fc\ub294\ub370\ub3c4 \ub098\ud0c0\ub09c\ub2e4. 2025\ub144 4\ubd84\uae30 \ubd84\uae30 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \uc18c\ube44\uc790\uac00 \uc0ac\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ub3d9\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 3.8%\ub85c \ub192\uac8c \ub098\uc654\uace0, RBA\uc758 \ubaa9\ud45c \ubc94\uc704(\uc815\ucc45 \ubaa9\ud45c\ub85c \uc0bc\ub294 \ubb3c\uac00 \uc0c1\uc2b9\ub960 \uad6c\uac04)\ubcf4\ub2e4 \ud06c\uac8c \uc6c3\ub3cc\uc558\ub2e4. \ub610\ud55c 1\uc6d4 \uace0\uc6a9 \ubcf4\uace0\uc11c\uc5d0\uc11c \uc2e4\uc5c5\ub960\uc774 4.1%\ub85c \uc720\uc9c0\ub3fc \uc911\uc559\uc740\ud589\uc774 \uc6c0\uc9c1\uc77c \uc5ec\uc9c0\uac00 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc92c\ub2e4.\n\n\ub3cc\uc544\ubcf4\uba74 2024\ub144 \ub9d0\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc0c1\ud669\uc774 \uc788\uc5c8\ub2e4. \ub2f9\uc2dc \ucc44\uad8c\uc2dc\uc7a5\uc740 RBA\uac00 \ub9c8\uc9c0\ub9c9 \uae08\ub9ac \uc778\uc0c1\uc744 \ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \uc27d\uac8c \ubbff\uc9c0 \uc54a\uc558\ub2e4. \uadf8 \uacbd\ud5d8\uc740, \ub354 \uc870\uc2ec\uc2a4\ub7ec\uc6b4 \uae08\ub9ac\uc2dc\uc7a5\ubcf4\ub2e4 \uc678\ud658\uc2dc\uc7a5\uc774 \ud5a5\ud6c4 \uc815\ucc45\uc744 \ub354 \uc815\ud655\ud788 \uc55e\uc11c \ubc18\uc601\ud558\uace0 \uc788\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc911\uad6d\uc758 \uc8fc\uc694 \ud638\uc8fc\uc0b0 \uc6d0\uc790\uc7ac(\uc608: \ucca0\uad11\uc11d \ub4f1) \uc218\uc785 \ub370\uc774\ud130\uac00 \ucd5c\uadfc \uac15\ud588\ub358 \uc810\ub3c4 \uc774\ub7f0 \ud310\ub2e8\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.\n\n\ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790)\uc5d0\uac8c \uc774 \uad34\ub9ac\ub294 \uc635\uc158\uc2dc\uc7a5(\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\uc778 \u2018\uc635\uc158\u2019\uc774 \uac70\ub798\ub418\ub294 \uc2dc\uc7a5)\uc5d0\uc11c \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. AUD\/USD \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74 RBA\uac00 \ub9e4\ud30c\uc801 \ubc1c\uc5b8\ub300\ub85c \ud589\ub3d9\ud560 \uacbd\uc6b0\uc758 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ucc38\uc5ec\ud560 \uc218 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \ud658\uc728 \ub7a0\ub9ac(\uc0c1\uc2b9)\uac00 \uc9e7\uac8c \ub05d\ub098\ub354\ub77c\ub3c4 \uc190\uc2e4\uc774 \uc81c\ud55c\ub418\ub294(\uc9c0\ubd88\ud55c \ud504\ub9ac\ubbf8\uc5c4: \uc635\uc158 \uac00\uaca9\ub9cc \uc190\uc2e4\ub85c \uc81c\ud55c\ub418\ub294) \uc7a5\uc810\uc774 \uc788\ub2e4.\n\n\uc911\uc559\uc740\ud589\uc758 \ub9d0\uacfc \uc2dc\uc7a5 \uac00\uaca9 \ubc18\uc601 \uc0ac\uc774\uc758 \ubd88\ud655\uc2e4\uc131\uc740 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4) \ud655\ub300 \uac00\ub2a5\uc131\ub3c4 \uc2dc\uc0ac\ud55c\ub2e4. \uc2a4\ud2b8\ub798\ub4e4 \ub9e4\uc218(\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc11c, \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc774 \ub098\uc624\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\ub294 \ud6a8\uacfc\uc801\uc77c \uc218 \uc788\ub2e4. \uc774\ub294 \ud604\uc7ac\uc758 \uc2dc\uc7a5 \uc774\uacac\uc774 \uc55e\uc73c\ub85c \uba87 \uc8fc \uc548\uc5d0 \ud070 \ud3ed\uc758 \uac00\uaca9 \uc6c0\uc9c1\uc784\uc73c\ub85c \ud574\uc18c\ub420 \uac00\ub2a5\uc131\uc5d0 \uc9c1\uc811 \ubca0\ud305\ud558\ub294 \ubc29\ubc95\uc774\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":"

RBA \ud558\uc6b0\uc800\uc758 \u201c\uc778\ud50c\ub808 \ub108\ubb34 \ub192\ub2e4\u201d \ub9e4\ud30c \ubc1c\uc5b8\uc5d0 \ud638\uc8fc\ub2ec\ub7ec\ub294 \uac15\uc138\uc9c0\ub9cc, \ucc44\uad8c\u00b7OIS\ub294 \uc778\uc0c1 \uae30\ub300\uac00 \ub0ae\uc2b5\ub2c8\ub2e4. OCBC\ub294 AUD\/USD 0.73 \uc804\ub9dd. \uc774 \uad34\ub9ac\ub85c \ubcc0\ub3d9\uc131 \ud655\ub300, \ucf5c\uc635\uc158\u00b7\uc2a4\ud2b8\ub798\ub4e4 \uae30\ud68c. – 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-38143","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\/38143","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=38143"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38143\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}