{"id":38262,"date":"2026-02-13T20:59:07","date_gmt":"2026-02-13T20:59:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%bb%a4%eb%a6%ac%ec%99%80-%ec%8a%90%eb%9d%bc%ec%9d%b4%ed%9e%88%eb%8a%94-%ea%b4%80%ec%84%b8%ea%b0%80-%eb%af%b8%ea%b5%ad%ec%9d%98-%ec%a7%80%ec%86%8d-%eb%b6%88%ea%b0%80%eb%8a%a5%ed%95%9c-%ec%9e%ac\/"},"modified":"2026-02-13T20:59:07","modified_gmt":"2026-02-13T20:59:07","slug":"%ec%bb%a4%eb%a6%ac%ec%99%80-%ec%8a%90%eb%9d%bc%ec%9d%b4%ed%9e%88%eb%8a%94-%ea%b4%80%ec%84%b8%ea%b0%80-%eb%af%b8%ea%b5%ad%ec%9d%98-%ec%a7%80%ec%86%8d-%eb%b6%88%ea%b0%80%eb%8a%a5%ed%95%9c-%ec%9e%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%bb%a4%eb%a6%ac%ec%99%80-%ec%8a%90%eb%9d%bc%ec%9d%b4%ed%9e%88%eb%8a%94-%ea%b4%80%ec%84%b8%ea%b0%80-%eb%af%b8%ea%b5%ad%ec%9d%98-%ec%a7%80%ec%86%8d-%eb%b6%88%ea%b0%80%eb%8a%a5%ed%95%9c-%ec%9e%ac\/","title":{"rendered":"\ucee4\ub9ac\uc640 \uc290\ub77c\uc774\ud788\ub294 \uad00\uc138\uac00 \ubbf8\uad6d\uc758 \uc9c0\uc18d \ubd88\uac00\ub2a5\ud55c \uc7ac\uc815\uc744 \ud574\uacb0\ud560 \uc218 \uc5c6\uc73c\uba70, \uc774\ub294 \ub2ec\ub7ec\uc758 \ud5a5\ud6c4 \ubc29\ud5a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4\uace0 \ub9d0\ud55c\ub2e4."},"content":{"rendered":"\uce90\ub098\ub2e4 \ub0b4\uc154\ub110\ubc45\ud06c(National Bank of Canada)\ub294 \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ubd99\ub294 \uc138\uae08)\ub85c \ucd94\uac00 \uc138\uc218(\uc138\uae08\uc73c\ub85c \ub4e4\uc5b4\uc624\ub294 \ub3c8)\uac00 \uc0dd\uae30\ub354\ub77c\ub3c4, \ubbf8\uad6d \uc5f0\ubc29\uc815\ubd80\uc758 \uc7ac\uc815(\uc815\ubd80\uc758 \ub3c8 \uc500\uacfc \uac70\ub460) \ud750\ub984\uc740 \uc5ec\uc804\ud788 \uc9c0\uc18d \uac00\ub2a5\ud558\uc9c0 \uc54a\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ub610\ud55c \ubbf8 \uc758\ud68c\uc608\uc0b0\uad6d(CBO, \uc815\ubd80 \uc608\uc0b0\uacfc \uc801\uc790\u00b7\ubd80\ucc44\ub97c \uacc4\uc0b0\ud574 \uc804\ub9dd\ud558\ub294 \uae30\uad00)\uc774 \uc774\uc81c \uc774\uc804 \uc804\ub9dd\ubcf4\ub2e4 \ub354 \ud070 \ub204\uc801 \uc7ac\uc815\uc801\uc790(\uc815\ubd80 \uc9c0\ucd9c\uc774 \uc138\uc785\ubcf4\ub2e4 \ub9ce\uc740 \uc0c1\ud0dc\uc758 \ud569\uacc4)\ub97c \uc608\uc0c1\ud55c\ub2e4\uace0 \ud588\ub2e4.\n\n\uc740\ud589\uc740 \u2018One, Big, Beautiful Bill(2025\ub144\uc5d0 \ud1b5\uacfc\ub41c \ub300\uaddc\ubaa8 \ubc95\uc548)\u2019\uacfc \ub354 \uc5c4\uaca9\ud55c \uc774\ubbfc \uc815\ucc45(\uc774\ubbfc\uc744 \ub354 \uc81c\ud55c\ud558\ub294 \uc815\ucc45)\uc774 \uc801\uc790\uc640 \ubd80\ucc44 \uc804\ub9dd\uc744 \ub354 \uc545\ud654\uc2dc\ud0a8\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ub294 2025\ub144 1\uc6d4(CBO\uc758 \uc774\uc804 \uc804\ub9dd)\ubcf4\ub2e4 \ub354 \ub098\uc058\ub2e4\uace0 \ud588\ub2e4.\n\n

Fiscal Outlook And Policy Assumptions<\/h3>\n\uc740\ud589\uc740 \uc804\ub9dd\uce58\uac00 \ud5a5\ud6c4 10\ub144 \ub3d9\uc548 \uae30\ucd08 \uc7ac\uc815\uc218\uc9c0 \uc801\uc790(primary deficit, \uc774\uc790 \ube44\uc6a9\uc744 \ube80 \uc0c1\ud0dc\uc5d0\uc11c\uc758 \uc801\uc790)\uac00 \uc904\uc5b4\ub4e4 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uc9c0\ub9cc, \uc774\ub7f0 \uc608\uce21\uc740 \uc815\ucc45\uc774 \ud06c\uac8c \ubc14\ub00c\uc9c0 \uc54a\ub294\ub2e4\ub294 \uac00\uc815(\uc548\uc815\uc801\uc778 \uc815\ucc45)\uc744 \uc804\uc81c\ub85c \ud55c\ub2e4\uace0 \ud588\ub2e4. \ub610\ud55c \ubb34\uc5ed\uc815\ucc45(\ub098\ub77c \uac04 \uc0c1\ud488 \uac70\ub798\uc5d0 \ub300\ud55c \uaddc\uce59)\uc774 \ubd88\ud655\uc2e4\ud558\uba70, \ud604 \uc815\ubd80 \uc774\ud6c4\uc5d0\ub3c4 \uad00\uc138\uac00 \uc720\uc9c0\ub420\uc9c0 \uc5ec\ubd80\ub3c4 \ubd88\ud655\uc2e4\ud558\ub2e4\uace0 \ud588\ub2e4.\n\n\ub610\ud55c \ud5a5\ud6c4 \uad00\uc138 \uc815\ucc45\uc744 \ub458\ub7ec\uc2fc \uc815\uce58\uc801 \ubd88\ud655\uc2e4\uc131\uc774 \ubbf8\uad6d \uac70\uc2dc\uacbd\uc81c(\uacbd\uc81c \uc804\uccb4\uc758 \ud750\ub984) \ud658\uacbd\uc5d0 \uc704\ud5d8\uc744 \ub354\ud55c\ub2e4\uace0 \ud588\ub2e4. \uc544\uc6b8\ub7ec \ubc31\uc545\uad00(\ubbf8\uad6d \ub300\ud1b5\ub839\uc2e4)\uc740 \uc911\uac04\uc120\uac70(\ubbf8\uad6d \uc758\ud68c \uc120\uac70) \uc804\uc5d0 \ubd80\ucc44, \ube44\uc6a9, \uad00\uc138\uc728(\uad00\uc138\uc758 \ube44\uc728)\uc744 \ub0ae\ucd94\ub77c\ub294 \uc555\ub825\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4.\n\n

Treasury Yields And Market Positioning<\/h3>\n\ub610\ud55c \uc815\ubd80\uc758 \uc9c0\uc18d\uc801\uc778 \ucc28\uc785(\ub3c8\uc744 \ube4c\ub9bc)\uc774 \uad6d\ucc44 \uc2dc\uc7a5\uc5d0\uc11c \uae08\ub9ac(\uc218\uc775\ub960)\ub97c \ub354 \uc62c\ub9b4 \uc218 \uc788\uc73c\ubbc0\ub85c \uad6d\ucc44 \uc2dc\uc7a5 \uc6c0\uc9c1\uc784\uc744 \ubcfc \ud544\uc694\uac00 \uc788\ub2e4\uace0 \ud588\ub2e4. 10\ub144 \ub9cc\uae30 \ubbf8\uad6d \uad6d\ucc44 \uc218\uc775\ub960\uc740 \uc0c8\ud574 \uc774\ud6c4 \uc774\ubbf8 4.35%\uae4c\uc9c0 \uc62c\ub790\uace0, \ud30c\uc0dd\uc0c1\ud488 \uc2dc\uc7a5(\ubbf8\ub9ac \uc815\ud55c \uc870\uac74\uc73c\ub85c \ub098\uc911\uc5d0 \uc0ac\uace0\ud30c\ub294 \uacc4\uc57d\uc744 \uac70\ub798\ud558\ub294 \uc2dc\uc7a5)\uc740 \ub354 \uac00\ud30c\ub978 \uc218\uc775\ub960 \uace1\uc120(\ub9cc\uae30\uac00 \uae38\uc218\ub85d \uc218\uc775\ub960\uc774 \ub354 \ub192\uc740 \ud615\ud0dc)\uc744 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158(\ud22c\uc790 \ubc29\ud5a5)\uc778 \ubbf8 \uad6d\ucc44 \uc120\ubb3c \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\ub294 \ubc29\ubc95\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n\uacfc\uac70\ub97c \ubcf4\uba74, 2025\ub144\uc5d0 \ud1b5\uacfc\ub41c \u201cOne, Big, Beautiful Bill\u201d\uacfc \ub354 \uc5c4\uaca9\ud55c \uc774\ubbfc \uc815\ucc45\uc774 \uc774\ub7f0 \uc804\ub9dd \uc545\ud654\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \uc92c\ub2e4. CBO\uc758 \ucd5c\uc2e0 \uc5c5\ub370\uc774\ud2b8\ub294 \uc774\ub7f0 \uc555\ub825\uc744 \ud655\uc778\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 \ub300\uc911\uc774 \ubcf4\uc720\ud55c \uc815\ubd80\ubd80\ucc44(debt held by the public, \uc815\ubd80\uac00 \ubbfc\uac04\uacfc \ud22c\uc790\uc790\uc5d0\uac8c \uc9c4 \ube5a)\uac00 GDP(\uad6d\ub0b4\ucd1d\uc0dd\uc0b0, \ud55c \ub098\ub77c\uac00 1\ub144 \ub3d9\uc548 \ub9cc\ub4e0 \uacbd\uc81c \uaddc\ubaa8)\uc758 110%\ub97c \ub118\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uc774\ub7f0 \uae30\ubcf8 \uc5ec\uac74(\ud380\ub354\uba58\ud138)\uc740 \ud070 \uc704\ud5d8 \uc644\ucda9(\ud5e4\uc9c0, \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4) \uc5c6\uc774 \ub2ec\ub7ec \uac15\uc138\uc5d0 \uc7a5\uae30\uc801\uc73c\ub85c \ubca0\ud305\ud558\ub294 \uac83\uc774 \uc704\ud5d8\ud574 \ubcf4\uc778\ub2e4\ub294 \ub73b\uc774\ub2e4.\n\n\ud604\uc7ac \ub2ec\ub7ec \uc778\ub371\uc2a4(DXY, \ub2ec\ub7ec\uac00 \uc8fc\uc694 \ud1b5\ud654 \ubc14\uc2a4\ucf13 \ub300\ube44 \uc5bc\ub9c8\ub098 \uac15\ud55c\uc9c0 \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218)\ub294 104 \ubd80\uadfc\uc5d0\uc11c \uc5c7\uac08\ub9b0 \uc694\uc778 \uc0ac\uc774\uc5d0 \uba38\ubb3c\ub7ec \uc788\ub2e4. \uc7a5\uae30 \ubd80\ucc44 \ubb38\uc81c\ub294 \ubd84\uba85\ud55c \uc545\uc7ac\uc9c0\ub9cc, \uc138\uacc4 \ubd88\uc548\uc774 \uac11\uc790\uae30 \ucee4\uc9c0\uba74 \ub2e8\uae30\uc801\uc73c\ub85c \uc548\uc804\uc790\uc0b0 \uc120\ud638(\uc704\ud5d8\uc744 \ud53c\ud558\ub824 \uc548\uc804\ud55c \uc790\uc0b0\uc73c\ub85c \ub3c8\uc774 \ubab0\ub9ac\ub294 \ud604\uc0c1)\ub85c \ub2ec\ub7ec\uac00 \uc9c0\uc9c0\ub97c \ubc1b\uc744 \uc218 \uc788\ub2e4. \ub530\ub77c\uc11c \uc5b4\ub290 \ubc29\ud5a5\uc73c\ub85c\ub4e0 \ud070 \uc6c0\uc9c1\uc784(\ube0c\ub808\uc774\ud06c\uc544\uc6c3)\uc744 \ub178\ub9ac\uae30 \uc704\ud574 \uc2a4\ud2b8\ub7ad\uae00(strangle, \ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \uc704\u00b7\uc544\ub798\uc5d0 \uc788\ub294 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \uc0ac \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5) \uac19\uc740 \uc635\uc158 \uc804\ub7b5\uc744 \uc4f0\ub294 \uac83\uc774 \uc2e0\uc911\ud55c \uc811\uadfc\uc77c \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":"

\uad00\uc138\ub85c\ub3c4 \ubabb \ub9c9\ub294 \ubbf8\uad6d \uc7ac\uc815 \uc801\uc790 \uc1fc\ud06c! CBO\ub294 \ub204\uc801 \uc801\uc790 \uc804\ub9dd\uc744 \uc0c1\ud5a5\ud588\uace0, \u2018\ube45 \ubdf0\ud2f0\ud480 \ubc95\uc548\u2019\uacfc \uc774\ubbfc \uac15\ud654\ub85c \ubd80\ucc44\uac00 \uc545\ud654\ub410\uc2b5\ub2c8\ub2e4. \ub2ec\ub7ec\u00b7\uae08\ub9ac \ubcc0\ub3d9\uc131 \ud655\ub300\uac00 \uc608\uc0c1\ub429\ub2c8\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-38262","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\/38262","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=38262"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38262\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}