{"id":38398,"date":"2026-02-16T21:22:36","date_gmt":"2026-02-16T21:22:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4%ec%9d%80-%eb%b3%80%eb%8f%99%ec%84%b1%ea%b3%bc-%ed%83%88%eb%8b%ac%eb%9f%ac%ed%99%94-%eb%85%bc%ec%9d%98-%ec%86%8d%ec%97%90%ec%84%9c-%eb%af%b8%ea%b5%ad-%ea%b1%b0\/"},"modified":"2026-02-16T21:22:36","modified_gmt":"2026-02-16T21:22:36","slug":"ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4%ec%9d%80-%eb%b3%80%eb%8f%99%ec%84%b1%ea%b3%bc-%ed%83%88%eb%8b%ac%eb%9f%ac%ed%99%94-%eb%85%bc%ec%9d%98-%ec%86%8d%ec%97%90%ec%84%9c-%eb%af%b8%ea%b5%ad-%ea%b1%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4%ec%9d%80-%eb%b3%80%eb%8f%99%ec%84%b1%ea%b3%bc-%ed%83%88%eb%8b%ac%eb%9f%ac%ed%99%94-%eb%85%bc%ec%9d%98-%ec%86%8d%ec%97%90%ec%84%9c-%eb%af%b8%ea%b5%ad-%ea%b1%b0\/","title":{"rendered":"OCBC \uc804\ub7b5\uac00\ub4e4\uc740 \ubcc0\ub3d9\uc131\uacfc \ud0c8\ub2ec\ub7ec\ud654 \ub17c\uc758 \uc18d\uc5d0\uc11c \ubbf8\uad6d \uac70\uc2dc\uacbd\uc81c \uc9c0\ud45c\uc640 \uc5f0\uc900(Fed) \uae30\ub300\uac00 \ub2ec\ub7ec \uc57d\uc138\ub97c \uc9c0\uc18d\uc2dc\ud0a4\uace0 \uc788\ub2e4\uace0 \ub9d0\ud55c\ub2e4."},"content":{"rendered":"\ubbf8\uad6d \ub2ec\ub7ec(USD) \uc6c0\uc9c1\uc784\uc740 \ucd5c\uadfc **\ud0c8\ub2ec\ub7ec\ud654(de-dollarisation, \ub2ec\ub7ec \uc0ac\uc6a9\u00b7\ubcf4\uc720\ub97c \uc904\uc774\ub824\ub294 \uc6c0\uc9c1\uc784)** \uad00\ub828 \ud5e4\ub4dc\ub77c\uc778\uacfc **AI(\uc778\uacf5\uc9c0\ub2a5)** \uad00\ub828 \uc8fc\uc2dd\uc758 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9bc)\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc5ec\uc804\ud788 **\ubbf8\uad6d \uac70\uc2dc\uacbd\uc81c \uc9c0\ud45c(\ub098\ub77c \uc804\uccb4\uc758 \uacbd\uae30\u00b7\ubb3c\uac00\u00b7\uace0\uc6a9 \uac19\uc740 \ud070 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud1b5\uacc4)**\uc640 **\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed, \ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \uae08\ub9ac \uc804\ub9dd**\uc5d0 \ubb36\uc5ec \uc788\ub2e4. \ubbf8\uad6d \ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774 \ub0ae\uc544\uc9c0\uace0 AI \uc5c5\uc885\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ucee4\uc9c0\uba74\uc11c \ub2ec\ub7ec\uc5d0\ub294 \ucd94\uac00 \ud558\ub77d \uc555\ub825\uc774 \uc0dd\uacbc\ub2e4.\n\n20\ub144 \ub118\uac8c \uc774\uc5b4\uc9c4 **\uc678\ud658\ubcf4\uc720\uc561(FX reserves, \uac01\uad6d \uc911\uc559\uc740\ud589\uc774 \uc704\uae30\ub098 \uacb0\uc81c\uc5d0 \ub300\ube44\ud574 \ubcf4\uc720\ud558\ub294 \uc678\ud654 \uc790\uc0b0)**\uc758 \uc774\ub3d9\ub3c4 \uacc4\uc18d\ub3fc \uc654\uace0, \uc804 \uc138\uacc4 \ubcf4\uc720\uc561\uc740 USD\uc5d0\uc11c **\uae08(\uac00\uce58 \uc800\uc7a5 \uc218\ub2e8\uc73c\ub85c \uc4f0\uc774\ub294 \uadc0\uae08\uc18d)**\uacfc AUD, CAD, CHF \uac19\uc740 **\uc18c\uaddc\ubaa8 \uc900\ube44\ud1b5\ud654(\uc138\uacc4\uc801\uc73c\ub85c \ub2ec\ub7ec\ub9cc\ud07c \ub110\ub9ac \uc4f0\uc774\uc9c4 \uc54a\uc9c0\ub9cc \uc77c\ubd80 \uad6d\uac00\uac00 \uc608\ube44\ub85c \ub4e4\uace0 \uc788\ub294 \ud1b5\ud654)**\ub85c \uc62e\uaca8\uac14\ub2e4. \ub2e4\ub9cc \ub2e8\uae30 \ubc29\ud5a5\uc740 \uc5ec\uc804\ud788 \ubbf8\uad6d \uacbd\uae30\uac00 \uc5bc\ub9c8\ub098 \ud798\uc774 \uc788\ub294\uc9c0, \uadf8\ub9ac\uace0 \uadf8\uac83\uc774 Fed\uc758 **\uc644\ud654(easing, \uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \ub4f1 \ub3c8\uc744 \ud480\uc5b4 \uacbd\uae30\ub97c \ub3d5\ub294 \uc815\ucc45)** \ud750\ub984\uc5d0 \ubb34\uc5c7\uc744 \ub73b\ud558\ub294\uc9c0\uc5d0 \ub530\ub77c \uc6c0\uc9c1\uc600\ub2e4.\n\n<h3>Usd Weakness And Global Crosscurrents<\/h3>\n2026\ub144 \ucd08 \ubbf8\uad6d \uc8fc\uc2dd\uacfc USD\ub294 \ubd80\uc9c4\ud588\uace0, \ubbf8\uad6d \uc678 \uc9c0\uc5ed \uc8fc\uc2dd\uc758 \ub354 \uac15\ud55c \uc131\uacfc\uc640 \ub354 \ub098\uc740 \uae00\ub85c\ubc8c \uc131\uc7a5 \uae30\ub300\uac00 USD \uc57d\uc138 \ubd84\uc704\uae30\ub97c \uc9c0\uc9c0\ud588\ub2e4. \uc774 \uc57d\uc138\ub294 AUD, NZD \uac19\uc740 **\uc6d0\uc790\uc7ac \ud1b5\ud654(\ucca0\uad11\uc11d\u00b7\uc11d\uc720\u00b7\ub18d\uc0b0\ubb3c \ub4f1 \uc6d0\uc790\uc7ac \uac00\uaca9\uacfc \uacbd\uae30\uc758 \uc601\ud5a5\uc744 \ub9ce\uc774 \ubc1b\ub294 \ud1b5\ud654)**\uc640 **\uace0\uc218\uc775 \uc2e0\ud765\uad6d \ud1b5\ud654(\uae08\ub9ac\uac00 \ub192\uc544 \uc774\uc790 \ub9e4\ub825\uc774 \ud070 \uc2e0\ud765\uad6d \ud1b5\ud654)**\uc5d0 \ub300\ud574 \ud2b9\ud788 \ub450\ub4dc\ub7ec\uc84c\ub2e4\uace0 \ud55c\ub2e4.\n\n\ubbf8\uad6d\uc758 \uacac\uc870\ud55c \uc131\uc7a5(\uacbd\uae30\uac00 \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\uc74c)\uc740 USD\uc758 \ucd94\uac00 \ud558\ub77d\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub294 \uc694\uc778\uc73c\ub85c \uc81c\uc2dc\ub410\ub2e4. \uc784\uae08\uacfc \ubb3c\uac00 \uc555\ub825\uc774 \uacc4\uc18d \uc644\ud654\ub418\uba74, **\uc7a5\uae30 \uad6d\ucc44(\ub9cc\uae30\uac00 \uae34 \ubbf8\uad6d \uad6d\ucc44)**\uac00 \uc131\uc7a5 \uc704\ud5d8\uc5d0 \ub300\ud55c **\ud5e4\uc9c0(hedge, \uc190\uc2e4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uc218\ub2e8)** \uc5ed\ud560\uc744 \ub2e4\uc2dc \ud560 \uc218 \uc788\uace0, \uc774\ub294 USD\uc758 **\uc548\uc804\uc790\uc0b0(safe-haven, \ubd88\uc548\ud560 \ub54c \ube44\uad50\uc801 \uc548\uc804\ud558\ub2e4\uace0 \uc5ec\uaca8\uc9c0\ub294 \uc790\uc0b0)** \uc131\uaca9\uc744 \ub4b7\ubc1b\uce68\ud560 \uc218 \uc788\ub2e4.\n\n\ubbf8\uad6d \ub2ec\ub7ec\ub294 \ud0c8\ub2ec\ub7ec\ud654 \ub274\uc2a4\ub9cc\uc774 \uc544\ub2c8\ub77c \uacbd\uc81c \uc9c0\ud45c\uc5d0 \uc758\ud574 \ub354 \ub0b4\ub824\uac00\uace0 \uc788\ub2e4. \ucd5c\uadfc 1\uc6d4 **CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218, \uac00\uacc4\uac00 \uc0ac\ub294 \ubb3c\uac74\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ubb3c\uac00 \uc9c0\ud45c)**\uac00 2.8%\ub85c \uc608\uc0c1\uce58\ub97c \ubc11\ub3cc\uba74\uc11c Fed\uc758 \ub354 \uc774\ub978 **\uae08\ub9ac \uc778\ud558(rate cuts, \uae30\uc900\uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \uac83)** \uae30\ub300\uac00 \ucee4\uc9c4 \uac83\uc774 \uadf8 \uc608\ub2e4. \uc774\ub294 2025\ub144 \ub9d0 \uc774\ud6c4 \uad00\ucc30\ub41c \ub2ec\ub7ec \uc57d\uc138\ub97c \uac15\ud654\ud55c\ub2e4.\n\n<h3>Positioning For Data Driven Volatility<\/h3>\n\uc774\ub294 \ub354 \uc57d\ud55c \ub2ec\ub7ec\uc5d0 \uc720\ub9ac\ud55c \uc804\ub7b5\uc744, \ud2b9\ud788 \uc6d0\uc790\uc7ac \ud1b5\ud654\uc5d0 \ub300\ud574 \uace0\ub824\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ud638\uc8fc\ub2ec\ub7ec\uc640 \ub274\uc9c8\ub79c\ub4dc\ub2ec\ub7ec\ub294 \uacac\uc870\ud574 \ubcf4\uc774\ub294\ub370, \ucd5c\uadfc \uc911\uad6d \uc0b0\uc5c5 \uc9c0\ud45c\uac00 \ubc18\ub4f1\ud574 \uc6d0\uc790\uc7ac \uac00\uaca9\uc744 \uc9c0\uc9c0\ud588\uae30 \ub54c\ubb38\uc774\ub2e4. **AUD\/USD(\ud638\uc8fc\ub2ec\ub7ec\/\ubbf8\uad6d\ub2ec\ub7ec \ud658\uc728)**\uc758 **\ucf5c\uc635\uc158(call options, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)**\uc744 \ub9e4\uc218\ud558\ub294 \ubc29\ubc95\uc774 \ucd94\uac00 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud558\ub294 \ud55c \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n\ub2e4\ub9cc \ub2ec\ub7ec \ud558\ub77d\uc740 \uc81c\ud55c\ub420 \uc218 \uc788\uc5b4, \uacfc\ub3c4\ud558\uac8c \ub2ec\ub7ec \uc57d\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \uac83\uc740 \uc704\ud5d8\ud558\ub2e4. \ubbf8\uad6d \uacbd\uc81c\ub294 \uc5ec\uc804\ud788 \uacac\uc870\ud558\uba70 2025\ub144 4\ubd84\uae30 \ucd5c\uc885 **GDP(\uad6d\ub0b4\ucd1d\uc0dd\uc0b0, \ud55c \ub098\ub77c\uac00 \uc77c\uc815 \uae30\uac04 \uc0dd\uc0b0\ud55c \uc7ac\ud654\u00b7\uc11c\ube44\uc2a4\uc758 \ucd1d\ud569)** \uc131\uc7a5\ub960\ub3c4 2.5%\ub85c \uc591\ud638\ud588\ub2e4. \uc774\ub7f0 \uae30\ucd08 \uccb4\ub825\uc740 Fed \uc778\ud558 \uc18d\ub3c4\ub97c \ub2a6\ucd94\uace0 \ub2ec\ub7ec \ud558\ub2e8\uc744 \uc9c0\uc9c0\ud560 \uc218 \uc788\ub2e4.\n\n\uc9c0\ud45c \ubc1c\ud45c\uc5d0 \uad00\uc2ec\uc774 \uc9d1\uc911\ub41c \ub9cc\ud07c, \uace7 \ub098\uc62c **\uace0\uc6a9\uc9c0\ud45c(payrolls report, \ube44\ub18d\uc5c5 \uace0\uc6a9\ucc98\ub7fc \uc77c\uc790\ub9ac \uc99d\uac00\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ud575\uc2ec \ubcf4\uace0\uc11c)** \uac19\uc740 \uc8fc\uc694 \ubc1c\ud45c \uc804\ud6c4\ub85c **\ubcc0\ub3d9\uc131**\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 EUR\/USD \uac19\uc740 \uc8fc\uc694 \ud1b5\ud654\uc30d\uc5d0\uc11c **\uc2a4\ud2b8\ub798\ub4e4(straddles, \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \uc0ac\uc11c \uc704\u00b7\uc544\ub798 \uc5b4\ub290 \ucabd\uc73c\ub85c \ud06c\uac8c \uc6c0\uc9c1\uc5ec\ub3c4 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \ubc29\ubc95)**\uc744 \ud65c\uc6a9\ud574 \uc774\ub7f0 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ub178\ub9b4 \uc218 \uc788\ub2e4. \ub610\ud55c \uc7a5\uae30 \uad6d\ucc44\ub3c4 \uc8fc\uc2dc \uc911\uc778\ub370, \ubb3c\uac00\uac00 \ub0b4\ub824\uac00\uba74 \uc7a5\uae30 \uad6d\ucc44\uac00 \ub2e4\uc2dc \ub9e4\ub825\uc801\uc778 \ubc29\uc5b4 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\uace0, \uc774\ub294 \uac04\uc811\uc801\uc73c\ub85c \ub2ec\ub7ec\uc758 \uc548\uc804\uc790\uc0b0 \uc131\uaca9\uc744 \uc9c0\uc9c0\ud560 \uc218 \uc788\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ud0c8\ub2ec\ub7ec\ud654\uc5d0\ub3c4, \ub2ec\ub7ec\ub294 \uc5ec\uc804\ud788 \u2018\ubbf8\uad6d \uc9c0\ud45c\u2019\uac00 \uc88c\uc6b0\ud55c\ub2e4: \ub0ae\uc740 \uc778\ud50c\ub808\uc774\uc158\uacfc AI\uc8fc \ubcc0\ub3d9\uc131 \uc18d \uc5f0\uc900 \uc778\ud558 \uae30\ub300\uac00 \ub2ec\ub7ec\ub97c \uc555\ubc15, \ub2e4\ub9cc \uacac\uc870\ud55c \uc131\uc7a5\uacfc \uc548\uc804\uc790\uc0b0 \uc218\uc694\uac00 \ud558\ub77d\uc744 \uc81c\ud55c. &#8211; 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-38398","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\/38398","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=38398"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38398\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}