{"id":38305,"date":"2026-02-16T01:57:52","date_gmt":"2026-02-16T01:57:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%bc%eb%b3%b8%ec%9d%98-4%eb%b6%84%ea%b8%b0-%eb%b6%84%ea%b8%b0-gdp%eb%8a%94-0-1-%ec%a6%9d%ea%b0%80%ed%95%b4-%ec%98%88%ec%83%81%ec%b9%98-0-4%eb%a5%bc-%eb%b0%91%eb%8f%8c%ec%95%98%eb%8b%a4\/"},"modified":"2026-02-16T01:57:52","modified_gmt":"2026-02-16T01:57:52","slug":"%ec%9d%bc%eb%b3%b8%ec%9d%98-4%eb%b6%84%ea%b8%b0-%eb%b6%84%ea%b8%b0-gdp%eb%8a%94-0-1-%ec%a6%9d%ea%b0%80%ed%95%b4-%ec%98%88%ec%83%81%ec%b9%98-0-4%eb%a5%bc-%eb%b0%91%eb%8f%8c%ec%95%98%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%bc%eb%b3%b8%ec%9d%98-4%eb%b6%84%ea%b8%b0-%eb%b6%84%ea%b8%b0-gdp%eb%8a%94-0-1-%ec%a6%9d%ea%b0%80%ed%95%b4-%ec%98%88%ec%83%81%ec%b9%98-0-4%eb%a5%bc-%eb%b0%91%eb%8f%8c%ec%95%98%eb%8b%a4\/","title":{"rendered":"\uc77c\ubcf8\uc758 4\ubd84\uae30 \ubd84\uae30 GDP\ub294 0.1% \uc99d\uac00\ud574, \uc608\uc0c1\uce58 0.4%\ub97c \ubc11\ub3cc\uc558\ub2e4."},"content":{"rendered":"\uc77c\ubcf8\uc758 **\uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP, \ud55c \ub098\ub77c\uac00 \uc77c\uc815 \uae30\uac04\uc5d0 \uc0dd\uc0b0\ud55c \uc7ac\ud654\u00b7\uc11c\ube44\uc2a4\uc758 \ucd1d\uac00\uce58)**\uc740 4\ubd84\uae30\uc5d0 **\uc804 \ubd84\uae30 \ub300\ube44 0.1%** \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub294 \uc804\ub9dd\uce58 **0.4%**\ubcf4\ub2e4 **0.3%\ud3ec\uc778\ud2b8(percentage point, %\uc640\ub294 \ub2e4\ub978 \u2018\ucc28\uc774\uc758 \ub2e8\uc704\u2019)** \ub0ae\uc2b5\ub2c8\ub2e4.\n\n

\ud1b5\ud654\uc815\ucc45\uc5d0 \ub300\ud55c \uc2dc\uc0ac\uc810<\/h3>\n2025\ub144 4\ubd84\uae30 GDP\uac00 \uc804\ub9dd\uc5d0 \ubabb \ubbf8\uce5c \uac83\uc740 \uc77c\ubcf8\uc758 **\ub0b4\uc218 \uacbd\uc81c(\uad6d\ub0b4 \uc18c\ube44\u00b7\ud22c\uc790 \uc911\uc2ec\uc758 \uacbd\uae30)**\uac00 \ub454\ud654\ud558\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uc774\ucc98\ub7fc \uc57d\ud55c \uc9c0\ud45c\ub294 **\uc77c\ubcf8\uc740\ud589(BoJ, \uc77c\ubcf8\uc758 \uc911\uc559\uc740\ud589)**\uc758 **\uae30\uc900\uae08\ub9ac(\uc911\uc559\uc740\ud589\uc774 \uc815\ud558\ub294 \ub300\ud45c \uae08\ub9ac)** \uc778\uc0c1 \uae30\ub300\ub97c \ub354 \ub4a4\ub85c \ubbf8\ub8f9\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc55e\uc73c\ub85c \uba87 \ub2ec \ub3d9\uc548 \uc911\uc559\uc740\ud589\uc774 **\uc644\ud654\uc801(\ube44\ub458\uae30\ud30c\u00b7dovish, \uae08\ub9ac\ub97c \uc62c\ub9ac\uae30\ubcf4\ub2e4 \uacbd\uae30 \ubd80\uc591\uc744 \uc6b0\uc120\ud558\ub294)** \uae30\uc870\ub97c \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.\n\n\uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 **\uc5d4\ud654 \uc57d\uc138\uc5d0 \ubca0\ud305(\uc5d4\ud654 \uac00\uce58 \ud558\ub77d\uc744 \uc608\uc0c1\ud558\uace0 \uac70\ub798\ud558\ub294 \uac83)**\ud558\ub294 \uc804\ub7b5\uc774 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. **USD\/JPY(\ub2ec\ub7ec\/\uc5d4 \ud658\uc728)**\uc5d0\uc11c **\ucf5c\uc635\uc158(call option, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)** \ub9e4\uc218\ub97c \uace0\ub824\ud574 \uc5d4\ud654 \uc57d\uc138\uc5d0 \ub530\ub978 \uae30\ud68c\ub97c \ub178\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 0.1% \uc131\uc7a5\ub960\uc740 \ubbf8\uad6d\uacfc \uc77c\ubcf8\uc758 **\uae08\ub9ac \uaca9\ucc28(\ub450 \ub098\ub77c \uae08\ub9ac\uc758 \ucc28\uc774)**\uac00 \ud06c\uac8c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n2026\ub144 1\uc6d4 \ub9d0\uc758 \ucd5c\uadfc \uc9c0\ud45c\ub3c4 \uc774 \uad00\uc810\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. **\uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158(core inflation, \ubcc0\ub3d9\uc774 \ud070 \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \ub4f1\uc744 \ube80 \ubb3c\uac00)**\uc774 **1.8%**\ub85c \ub0b4\ub824\uac00\uba70 1\ub144\uc5ec \ub9cc\uc5d0 \ucc98\uc74c\uc73c\ub85c BoJ\uc758 **\ubb3c\uac00\ubaa9\ud45c(\uc815\ucc45 \ubaa9\ud45c\ub85c \uc0bc\ub294 \ubb3c\uac00 \uc0c1\uc2b9\ub960)**\uc778 **2%**\ub97c \ubc11\ub3cc\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uc559\uc740\ud589\uc774 \uc815\ucc45\uc744 **\uae34\ucd95(tightening, \uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub3c8\uc758 \ud750\ub984\uc744 \uc904\uc774\ub294 \uac83)**\ud574 \ud1b5\ud654\ub97c \uac15\ud558\uac8c \ub9cc\ub4e4 \uc720\uc778\uc774 \ub354 \uc904\uc5c8\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc5d4\ud654\ub294 \ub0b4\ub824\uac00\ub294 \ucabd\uc774 \ub354 \uc26c\uc6b4 \ud750\ub984\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ubc18\ub300\ub85c \uc5d4\ud654 \uc57d\uc138\ub294 \ubcf4\ud1b5 \uc77c\ubcf8 \uc8fc\uc2dd\uc5d0 \uae0d\uc815\uc801\uc774\uba70, \ud2b9\ud788 **\ub2c8\ucf00\uc774225 \uc9c0\uc218(Nikkei 225, \uc77c\ubcf8 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)**\ucc98\ub7fc **\uc218\ucd9c \ube44\uc911\uc774 \ud070(export-heavy, \ud574\uc678 \ub9e4\ucd9c \ube44\uc911\uc774 \ud070)** \uae30\uc5c5\uc774 \ub9ce\uc740 \uc2dc\uc7a5\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c **\ub2c8\ucf00\uc774225 \uc120\ubb3c(futures contract, \ubbf8\ub798\uc758 \uc815\ud574\uc9c4 \uc2dc\uc810\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\uae30\ub85c \ud55c \uacc4\uc57d)**\uc744 **\ub871(long, \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uac83)**\uc73c\ub85c \ubcf4\ub294 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ub9cc\ud569\ub2c8\ub2e4. \uc720\ub9ac\ud55c **\ud658\uc728(exchange rate, \ud1b5\ud654 \uac04 \uad50\ud658 \ube44\uc728)**\uc740 \ud1a0\uc694\ud0c0\u00b7\uc18c\ub2c8 \uac19\uc740 \uae30\uc5c5\uc758 **\ud574\uc678 \uc218\uc775(\ud574\uc678\uc5d0\uc11c \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775)**\uc744 \ud0a4\uc6b8 \uc218 \uc788\uace0, \uc774\ub294 \ubd80\uc9c4\ud55c \ub0b4\uc218 \uc6b0\ub824\ub97c \uc0c1\uc1c4\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7f0 \ud750\ub984\uc740 \uacfc\uac70\uc5d0\ub3c4 \uc788\uc5c8\uace0, \ud2b9\ud788 2024\ub144 \ub7a0\ub9ac \ub54c \uc5d4\ud654 \uc57d\uc138\uac00 \ub2c8\ucf00\uc774\ub97c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub85c \ub04c\uc5b4\uc62c\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub410\uc2b5\ub2c8\ub2e4.\n\n

\uc8fc\uc2dd \ub871\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \uadfc\uac70<\/h3>\n2026\ub144 1\uc6d4 \ucd5c\uc2e0 \ubb34\uc5ed\ud1b5\uacc4\uc5d0\uc11c **\uc218\ucd9c\uc774 \uc804\ub144 \ub300\ube44 7% \uc99d\uac00**\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub098, \uc774\ub7f0 \ud750\ub984\uc774 \ud604\uc7ac\ub3c4 \uc791\ub3d9\ud558\uace0 \uc788\uc74c\uc744 \ud655\uc778\ud574 \uc90d\ub2c8\ub2e4. \uc57d\ud55c \ud1b5\ud654\uac00 \uad6d\uc81c \ud310\ub9e4 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c0\uace0 \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":"

\uc77c\ubcf8 GDP\uac00 4\ubd84\uae30 0.1% \uc131\uc7a5\uc5d0 \uadf8\uce58\uba70(\uc608\uc0c1 0.4%) \uacbd\uae30 \ub454\ud654 \uc2e0\ud638\uac00 \ub69c\ub837\ud569\ub2c8\ub2e4. BOJ \uae08\ub9ac\uc778\uc0c1 \uae30\ub300\ub294 \ud6c4\ud1f4, \uc5d4\ud654 \uc57d\uc138\ub85c USD\/JPY \ucf5c \ub9e4\uc218\u00b7\ub2c8\ucf00\uc774225 \ub871\uc774 \uc720\ub9ac\ud558\uace0, \uc218\ucd9c 7% \uc99d\uac00\uac00 \uc774\ub97c \ub4b7\ubc1b\uce68\ud569\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-38305","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\/38305","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=38305"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38305\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}