{"id":38257,"date":"2026-02-13T19:58:33","date_gmt":"2026-02-13T19:58:33","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%ea%b5%ad-cpi%ea%b0%80-%ec%98%88%ec%83%81%eb%b3%b4%eb%8b%a4-%eb%91%94%ed%99%94%eb%90%98%eb%a9%b0-%eb%8b%ac%eb%9f%ac%ea%b0%80-%ec%95%bd%ec%84%b8%eb%a5%bc-%eb%b3%b4%ec%9d%b4%eb%8a%94-%ea%b0%80\/"},"modified":"2026-02-13T19:58:33","modified_gmt":"2026-02-13T19:58:33","slug":"%eb%af%b8%ea%b5%ad-cpi%ea%b0%80-%ec%98%88%ec%83%81%eb%b3%b4%eb%8b%a4-%eb%91%94%ed%99%94%eb%90%98%eb%a9%b0-%eb%8b%ac%eb%9f%ac%ea%b0%80-%ec%95%bd%ec%84%b8%eb%a5%bc-%eb%b3%b4%ec%9d%b4%eb%8a%94-%ea%b0%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad-cpi%ea%b0%80-%ec%98%88%ec%83%81%eb%b3%b4%eb%8b%a4-%eb%91%94%ed%99%94%eb%90%98%eb%a9%b0-%eb%8b%ac%eb%9f%ac%ea%b0%80-%ec%95%bd%ec%84%b8%eb%a5%bc-%eb%b3%b4%ec%9d%b4%eb%8a%94-%ea%b0%80\/","title":{"rendered":"\ubbf8\uad6d CPI\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub454\ud654\ub418\uba70 \ub2ec\ub7ec\uac00 \uc57d\uc138\ub97c \ubcf4\uc774\ub294 \uac00\uc6b4\ub370, EUR\/USD\ub294 1.1870 \ubd80\uadfc\uc5d0\uc11c \uc720\uc9c0\ub418\uace0 \uc720\ub85c\ud654\ub294 \ub099\ud3ed\uc744 \ud68c\ubcf5\ud588\ub2e4."},"content":{"rendered":"EUR\/USD\ub294 \uae08\uc694\uc77c 1.1870 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uba70 \uc55e\uc11c\uc758 \ud558\ub77d\ubd84 \uc77c\ubd80\ub97c \ub9cc\ud68c\ud588\uace0, \ub2f9\uc77c \uae30\uc900\uc73c\ub85c\ub294 \uac70\uc758 \ubcc0\ub3d9\uc774 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9\ub960) \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc57d\ud574 \ub2ec\ub7ec \uac00\uce58\uac00 \ub20c\ub9b0 \uac00\uc6b4\ub370, \uc774 \ud1b5\ud654\uc30d\uc740 \uc8fc\uac04\uc73c\ub85c\ub294 \uc18c\ud3ed \uc0c1\uc2b9 \ud750\ub984\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.\n\n\ubbf8\uad6d **\ud5e4\ub4dc\ub77c\uc778 CPI(Headline CPI, \uc804\uccb4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \ud3ec\ud568\ud55c \uc804\uccb4 \ubb3c\uac00 \uc9c0\ud45c)** \ub294 1\uc6d4\uc5d0 \uc804\uc6d4 \ub300\ube44 0.2% \uc0c1\uc2b9\ud574 12\uc6d4\uc758 0.3%\uc5d0\uc11c \ub454\ud654\ud588\uace0, \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub3c4 \ubc11\ub3cc\uc558\uc2b5\ub2c8\ub2e4. **\uc5f0\uac04 CPI(\uc804\ub144 \ub300\ube44 \uc0c1\uc2b9\ub960)** \ub294 2.7%\uc5d0\uc11c 2.4%\ub85c \ub0b4\ub824 2.5% \uc804\ub9dd\uce58\ubcf4\ub2e4 \ub0ae\uc558\uc2b5\ub2c8\ub2e4.\n\n

\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uc9c0\ud45c\uc640 \uc2dc\uc7a5 \ubc18\uc751<\/h3>\n**\uadfc\uc6d0 CPI(Core CPI, \uadfc\uc6d0 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \ubcc0\ub3d9\uc774 \ud070 \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0\ub97c \uc81c\uc678\ud55c \ubb3c\uac00 \uc9c0\ud45c)** \ub294 1\uc6d4\uc5d0 \uc804\uc6d4 \ub300\ube44 0.3% \uc0c1\uc2b9\ud574 \uc608\uc0c1\uc5d0 \ubd80\ud569\ud588\uace0, \uc774\uc804(0.2%)\ubcf4\ub2e4 \ub192\uc558\uc2b5\ub2c8\ub2e4. **\uc5f0\uac04 \uadfc\uc6d0 CPI** \ub294 2.6%\uc5d0\uc11c 2.5%\ub85c \uc18c\ud3ed \ub0b4\ub824 \uc804\ub9dd\uacfc \uac19\uc558\uc2b5\ub2c8\ub2e4.\n\n\uc9c0\ud45c \ubc1c\ud45c \ud6c4 \ubbf8 \ub2ec\ub7ec\ub294 \uc55e\uc11c\uc758 \uc0c1\uc2b9\ubd84\uc744 \ub418\ub3cc\ub838\uace0, **\ubbf8 \uad6d\ucc44 \uae08\ub9ac(Treasury yields, \ubbf8\uad6d \uc815\ubd80 \ucc44\uad8c\uc758 \uc218\uc775\ub960\ub85c \uc2dc\uc7a5 \uae08\ub9ac\uc758 \ub300\ud45c \uc9c0\ud45c)** \ub294 \ub354 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 **\uc5f0\uc900(Federal Reserve, \ubbf8\uad6d \uc911\uc559\uc740\ud589)** \uc758 **\uc644\ud654(easing, \uae08\ub9ac \uc778\ud558 \ub4f1\uc73c\ub85c \ub3c8\uc744 \ub354 \ud480\uc5b4 \uacbd\uae30\ub97c \ub3d5\ub294 \uc815\ucc45)** \uac00\ub2a5\uc131\uc744 \ub354 \ud06c\uac8c \ubc18\uc601\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. **\ub2ec\ub7ec \uc778\ub371\uc2a4(Dollar Index, \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58 \uc9c0\uc218)** \ub294 \uc7a5\uc911 \uace0\uc810 97.15\uc5d0\uc11c \ub0b4\ub824 96.91 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\uc2b5\ub2c8\ub2e4.\n\n**\uae08\ub9ac \uc120\ubb3c(Rate futures, \ubbf8\ub798\uc758 \uc815\ucc45\uae08\ub9ac \uc218\uc900\uc744 \ubc18\uc601\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)** \uc740 2026\ub144\uc5d0 \uc57d 61bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8) \uc778\ud558(=0.61%p \uc778\ud558)\ub97c \ubc18\uc601\ud588\ub294\ub370, \ubcf4\uace0\uc11c \ubc1c\ud45c \uc804 \uc57d 58bp\uc5d0\uc11c \ub298\uc5c8\uc2b5\ub2c8\ub2e4. **CME FedWatch(CME \ud398\ub4dc\uc6cc\uce58, \uc120\ubb3c \uac00\uaca9\uc73c\ub85c \uae08\ub9ac \uc778\ud558\/\uc778\uc0c1 \ud655\ub960\uc744 \uacc4\uc0b0\ud574 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)** \ub294 6~7\uc6d4 \uc0ac\uc774 \uccab \uc778\ud558 \ud655\ub960\uc744 \uc57d 65%\ub85c \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.\n\n**\uc720\ub7fd\uc911\uc559\uc740\ud589(ECB, \uc720\ub85c\uc874 \uc911\uc559\uc740\ud589)** \uc740 2026\ub144\uae4c\uc9c0 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud560 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc774 \uc6b0\uc138\ud588\uc2b5\ub2c8\ub2e4. ECB \uc815\ucc45\uc704\uc6d0\uc778 \ub9c8\ub974\ud2f4\uc2a4 \uce74\uc790\ud06c\uc2a4\ub294 \uc720\ub85c \uac15\uc138\ub97c \uc9c0\ucf1c\ubcf4\uace0 \uc788\ub2e4\uba70, \u201c\ud06c\uace0 \ube60\ub978\u201d \uc0c1\uc2b9\uc740 **\uc778\ud50c\ub808\uc774\uc158 \uc804\ub9dd(\uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc5b4\ub5bb\uac8c \ub420\uc9c0\uc5d0 \ub300\ud55c \uc608\uc0c1)** \uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uace0 \ub300\uc751\uc774 \ud544\uc694\ud574\uc9c8 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.\n\n

EUR\/USD \uc804\ub7b5\uc5d0 \ub300\ud55c \uc758\ubbf8<\/h3>\n\ubbf8\uad6d \ubb3c\uac00\uac00 \ub454\ud654 \uc2e0\ud638\ub97c \ubcf4\uc774\uba74\uc11c, \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \ub2ec\ub7ec\uac00 \uc57d\ud574\uc9c8 \uac00\ub2a5\uc131\uc774 \ub354 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. 1\uc6d4 CPI 2.4%\ub294 \ub208\uc5d0 \ub744\uac8c \ub0ae\uc544\uc9c4 \uc218\uce58\uc785\ub2c8\ub2e4. 2025\ub144 \ub300\ubd80\ubd84 \uae30\uac04 \ubb3c\uac00\uac00 3.0% \uc704\uc5d0\uc11c \uc798 \ub0b4\ub824\uc624\uc9c0 \uc54a\uc558\ub358 \uc810\uc744 \uace0\ub824\ud558\uba74 \ub354 \uadf8\ub807\uc2b5\ub2c8\ub2e4. \uc774\ub294 EUR\/USD \ud658\uc728\uc774 \ub354 \uc624\ub97c \uc218 \uc788\ub2e4\ub294 \ucabd\uc5d0 \ub354 \uc790\uc2e0\uc744 \uac16\uac8c \ud569\ub2c8\ub2e4.\n\n\uc774 \ud750\ub984\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574 **EUR\/USD \ucf5c \uc635\uc158(call option, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac)** \ub9e4\uc218\ub97c \uace0\ub824\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ube44\uc6a9\uc744 \uc904\uc774\ub294 \ubc29\ubc95\uc73c\ub85c\ub294 **\ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread, \ucf5c\uc744 \ud558\ub098 \uc0ac\uace0 \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc744 \ud558\ub098 \ud30c\ub294 \uc870\ud569\uc73c\ub85c \ube44\uc6a9\uacfc \uc218\uc775\uc744 \ud568\uaed8 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5)** \uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 3\uc6d4 **1.1900 \ucf5c**\uc744 \ub9e4\uc218\ud558\uace0 3\uc6d4 **1.2050 \ucf5c**\uc744 \ub9e4\ub3c4\ud558\ub294 \ubc29\uc2dd\uc785\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uc190\uc2e4\uacfc \ucd5c\ub300 \uc774\uc775 \ubc94\uc704\uac00 \ubbf8\ub9ac \uc815\ud574\uc838, \ud658\uc728\uc774 \uc608\uc0c1\ub300\ub85c \uc801\ub2f9\ud788 \uc624\ub97c \ub54c \uc218\uc775\uc744 \ub178\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc2dc\uc7a5\uc740 \uc5f0\uc900 \uc815\ucc45 \uc804\ub9dd\uc744 \ube60\ub974\uac8c \ubc14\uafd4, \uc62c\ud574 **0.25%p(25bp) \uc778\ud558** \ub450 \ubc88\uc774 \ub118\ub294 \ud3ed\uc744 \ubc18\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub9d0\uc5d0\ub294 \uc778\ud558\uac00 1\ubc88\uc774\ub77c\ub3c4 \uc788\uc744\uc9c0\ub97c \ub450\uace0 \ub17c\uc7c1\ud558\ub358 \uac83\uacfc \ube44\uad50\ud558\uba74 \ud070 \ubcc0\ud654\uc785\ub2c8\ub2e4. \ub2e4\uc74c **\ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(Non-farm payrolls, \ub18d\uc5c5\uc744 \uc81c\uc678\ud55c \uc2e0\uaddc \uace0\uc6a9\uc790 \uc218)** \ub97c \uc8fc\uc758 \uae4a\uac8c \ubd10\uc57c \ud569\ub2c8\ub2e4. \uc2e0\uaddc \uace0\uc6a9\uc774 15\ub9cc \uba85 \uc544\ub798\ub85c \uc57d\ud558\uac8c \ub098\uc624\uba74, \uc911\ubc18\uae30 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc774 \ud06c\uac8c \ub192\uc544\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub2e4\ub9cc ECB\ub3c4 \uc720\ub85c \uac15\uc138\ub97c \ubd80\ub2f4\uc2a4\ub7ec\uc6cc\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc744 \ubd10\uc57c \ud569\ub2c8\ub2e4. \ud658\uc728\uc774 \uc2ec\ub9ac\uc801 \uae30\uc900\uc120\uc778 1.2000\uc5d0 \uac00\uae4c\uc6cc\uc9c0\uba74, \uc815\ucc45\uc704\uc6d0\ub4e4\uc774 **\uad6c\ub450 \uacbd\uace0(\u2018\ub9d0\ub85c \uac1c\uc785\u2019, jawboning: \uc2e4\uc81c \uc870\uce58 \uc5c6\uc774 \ubc1c\uc5b8\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc6c0\uc9c1\uc774\ub824\ub294 \uac83)** \ub97c \ub354 \uc790\uc8fc \ud560 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4. \uc774\ub7f0 \u201c\uac1c\uc785 \uac00\ub2a5\uc131\u201d\uc740 \ub2f9\ubd84\uac04 \uc0c1\uc2b9 \ud3ed\uc744 \uc81c\ud55c\ud558\uace0, \ub2e8\uae30 \uc870\uc815\uc744 \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uacfc\uac70\uc5d0\ub3c4 \uc815\ucc45 \ubc29\ud5a5\uc774 \uc5c7\uac08\ub9ac\uba74 \uac15\ud55c \ucd94\uc138\uac00 \ub098\uc628 \uc801\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 2014\ub144\uc5d0\ub294 ECB\uac00 \uc644\ud654\ub85c \uac00\ub294 \ub3d9\uc548 \uc5f0\uc900\uc740 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1 \ub4f1)\uc73c\ub85c \uac00\uba70 \ucd94\uc138\uac00 \ub69c\ub837\ud588\uc2b5\ub2c8\ub2e4. \ub610 \uac15\ud55c \ucd94\uc138 \uc548\uc5d0\uc11c\ub3c4 \ub274\uc2a4\uc5d0 \ub530\ub77c \uae09\uaca9\ud55c \ub418\ub3cc\ub9bc\uc774 \uc790\uc8fc \uc0dd\uae41\ub2c8\ub2e4. \ub530\ub77c\uc11c ECB\uc758 \u2018\ub9d0\u2019 \ub54c\ubb38\uc5d0 EUR\/USD\uac00 \ub0b4\ub824\uc624\ub294 \uad6c\uac04\uc740 \uac15\uc138 \uc804\ub9dd\uc744 \ubc84\ub824\uc57c \ud560 \uc2e0\ud638\ub77c\uae30\ubcf4\ub2e4, \uc624\ud788\ub824 \ub9e4\uc218 \uae30\ud68c\ub85c \ubcfc \uc218 \uc788\uc2b5\ub2c8\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":"

\ubbf8\uad6d \uc778\ud50c\ub808 \ub454\ud654\uac00 \ub2ec\ub7ec\ub97c \ud754\ub4e4\uc5c8\ub2e4: EUR\/USD\ub294 1.1870 \uadfc\ucc98\ub85c \ud68c\ubcf5\ud558\uba70 \uc8fc\uac04 \uc18c\ud3ed \uc0c1\uc2b9. CPI \ud558\ub77d\uc5d0 \uae08\ub9ac\uc778\ud558 \uae30\ub300\u2191, \ucf5c\uc2a4\ud504\ub808\ub4dc \uc804\ub7b5 \ubd80\uac01. \ub2e4\ub9cc ECB \uad6c\ub450\uac1c\uc785\uc774 1.20 \ubd80\uadfc \uc0c1\ub2e8\uc744 \uc81c\ud55c. – 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-38257","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\/38257","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=38257"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38257\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38257"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}