{"id":38626,"date":"2026-02-19T03:32:44","date_gmt":"2026-02-19T03:32:44","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/rba%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ea%b8%b0%ec%a1%b0%ea%b0%80-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%ac%eb%a5%bc-%ec%a7%80%ec%a7%80%ed%95%98%eb%a9%b4%ec%84%9c-aud-jpy%ea%b0%80-0-4-%ec%83%81%ec%8a%b9\/"},"modified":"2026-02-19T03:32:44","modified_gmt":"2026-02-19T03:32:44","slug":"rba%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ea%b8%b0%ec%a1%b0%ea%b0%80-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%ac%eb%a5%bc-%ec%a7%80%ec%a7%80%ed%95%98%eb%a9%b4%ec%84%9c-aud-jpy%ea%b0%80-0-4-%ec%83%81%ec%8a%b9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/rba%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ea%b8%b0%ec%a1%b0%ea%b0%80-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%ac%eb%a5%bc-%ec%a7%80%ec%a7%80%ed%95%98%eb%a9%b4%ec%84%9c-aud-jpy%ea%b0%80-0-4-%ec%83%81%ec%8a%b9\/","title":{"rendered":"RBA\uc758 \ub9e4\ud30c\uc801 \uae30\uc870\uac00 \ud638\uc8fc\ub2ec\ub7ec\ub97c \uc9c0\uc9c0\ud558\uba74\uc11c AUD\/JPY\uac00 0.4% \uc0c1\uc2b9\u2026 BoJ\uc758 \uc815\ucc45 \uae30\uc870\uc640\uc758 \uad34\ub9ac \ud655\ub300"},"content":{"rendered":"AUD\/JPY\ub294 \uc218\uc694\uc77c \uc57d 0.4% \uc0c1\uc2b9\ud588\ub2e4. \ud638\uc8fc\uc911\uc559\uc740\ud589(RBA, Reserve Bank of Australia) \ud68c\uc758\ub85d\uc774 \u201c\ub9e4\ud30c\uc801(\uc778\ud50c\ub808\uc774\uc158\uc744 \ub0ae\ucd94\uae30 \uc704\ud574 \uae08\ub9ac\ub97c \ub354 \uc62c\ub9b4 \uc218 \uc788\ub2e4\ub294 \ucabd\uc73c\ub85c \uac15\uacbd\ud55c)\u201d\uc73c\ub85c \ud574\uc11d\ub418\uba74\uc11c \ud638\uc8fc\ub2ec\ub7ec\uac00 \uc9c0\uc9c0\ubc1b\uc558\ub2e4. \ud68c\uc758\ub85d\uc740 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uc704\ud5d8\uc774 \ucee4\uc84c\uace0, \uc774\uc0ac\ud68c\uac00 \ud544\uc694\ud558\uba74 \uc815\ucc45\uc744 \ub2e4\uc2dc \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1\uc774\ub098 \ub3c8\uc744 \ub35c \ud480\uc5b4 \uacbd\uae30\ub97c \uc2dd\ud788\ub294 \uc870\uce58)\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4.\n\n\uc77c\ubcf8\uc5d0\uc11c\ub294 \uc804 \uc77c\ubcf8\uc740\ud589(BoJ, Bank of Japan) \uc774\uc0ac\uc600\ub358 \uc544\ub2e4\uce58\uac00, \ucda9\ubd84\ud55c \ub370\uc774\ud130(\uc9c0\ud45c)\uac00 \uc313\uc774\uba74 4\uc6d4 \uae08\ub9ac \uc778\uc0c1\uc774 \uac00\ub2a5\ud558\ub2e4\uace0 \ub9d0\ud588\ub2e4. \uc77c\ubcf8\uc758 4\ubd84\uae30 GDP(\uad6d\ub0b4\ucd1d\uc0dd\uc0b0, \ub098\ub77c \uc804\uccb4\uc758 \uc0dd\uc0b0\u00b7\uc18c\ub4dd \uaddc\ubaa8)\ub294 \uc804\uae30 \ub300\ube44 0.1%\ub85c \uc608\uc0c1\uce58\ub97c \ubc11\ub3cc\uc558\uc9c0\ub9cc, 4\uc6d4 \uc778\uc0c1 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \ubc18\uc601\uc740 \uc720\uc9c0\ub410\ub2e4.\n\n<h3>Key Data And Near Term Catalysts<\/h3>\n\ubaa9\uc694\uc77c\uc758 \ud575\uc2ec \ubc1c\ud45c\ub294 \ud638\uc8fc\uc758 1\uc6d4 \uace0\uc6a9(\uc77c\uc790\ub9ac) \uc9c0\ud45c\uc640 \uc77c\ubcf8\uc758 1\uc6d4 \uc804\uad6d CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218, \uc0dd\ud65c\ubb3c\uac00\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub2e4. \uc774\uc804\uc758 \uadfc\uc6d0 CPI(\uc77c\uc2dc\uc801 \ubcc0\ub3d9\uc774 \ud070 \ud56d\ubaa9\uc744 \uc81c\uc678\ud574 \ubb3c\uac00\uc758 \uae30\ubcf8 \ud750\ub984\uc744 \ubcf4\ub294 \uc9c0\ud45c) \uc911 \uc2e0\uc120\uc2dd\ud488\uc744 \uc81c\uc678\ud55c \uc218\uce58\ub294 \uc804\ub144 \ub300\ube44 2.1%\uc600\ub2e4.\n\n\uc774 \ud1b5\ud654\uc30d\uc740 109.00 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\uace0, \uc0c1\uc2b9 \uc911\uc778 50\uc77c EMA(\uc9c0\uc218\uc774\ub3d9\ud3c9\uade0, \ucd5c\uadfc \uac00\uaca9\uc5d0 \ub354 \ud070 \uac00\uc911\uce58\ub97c \ub454 \uc774\ub3d9\ud3c9\uade0)\uc778 106.50 \uadfc\ucc98\uc640 200\uc77c EMA(\uc7a5\uae30 \ucd94\uc138\ub97c \ubcf4\ub294 \uc774\ub3d9\ud3c9\uade0) 100.81 \uc704\ub97c \uc720\uc9c0\ud588\ub2e4. 11\uc6d4 \ub9d0 \uc800\uc810\uc778 100.35 \ubd80\uadfc\uc5d0\uc11c \uc2dc\uc791\ub41c \uc0c1\uc2b9 \ucd94\uc138\ub294 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4.\n\n\uc2a4\ud1a0\uce90\uc2a4\ud2f1 \uc624\uc2e4\ub808\uc774\ud130(Stochastic Oscillator, \ucd5c\uadfc \uac00\uaca9 \ubc94\uc704\uc5d0\uc11c \ud604\uc7ac \uac00\uaca9\uc758 \uc704\uce58\ub97c \ube44\uad50\ud574 \uacfc\uc5f4\u00b7\uce68\uccb4\ub97c \ubcf4\ub294 \ubaa8\uba58\ud140 \uc9c0\ud45c)\ub294 \uc911\uac04\uc120 \ubd80\uadfc\uc5d0 \uc788\uc5b4, \ud798\uc758 \uade0\ud615\uc774 \ube44\uad50\uc801 \ub9de\ub294 \ud750\ub984\uc744 \uc2dc\uc0ac\ud588\ub2e4. \uc800\ud56d\uc120(\uc0c1\uc2b9\uc774 \ub9c9\ud790 \uc218 \uc788\ub294 \uac00\uaca9\ub300)\uc740 110.790\uc774\uba70, \ub2e4\uc74c \ub2e8\uacc4\ub294 112.00\uc774\ub2e4. \uc9c0\uc9c0\uc120(\ud558\ub77d\uc774 \uba48\ucd9c \uc218 \uc788\ub294 \uac00\uaca9\ub300)\uc740 108.00 \ubd80\uadfc\uacfc 50\uc77c EMA\uc778 106.490 \ubd80\uadfc\uc774\ub2e4.\n\n\ud638\uc8fc\ub2ec\ub7ec\ub294 RBA\uc758 \uae08\ub9ac \uc124\uc815, \uc911\uad6d \uc218\uc694, \uc778\ud50c\ub808\uc774\uc158, \uc131\uc7a5, \ubb34\uc5ed\uc218\uc9c0(\uc218\ucd9c\uc785 \ucc28\uc774)\uc5d0 \uc601\ud5a5\uc744 \ubc1b\ub294\ub2e4. \ucca0\uad11\uc11d\uc740 \ud638\uc8fc\uc758 \ucd5c\ub300 \uc218\ucd9c \ud488\ubaa9\uc774\uba70 2021\ub144 \uae30\uc900 \uc5f0\uac04 1,180\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc600\ub2e4.\n\nRBA\uc640 BoJ\uc758 \uc815\ucc45 \ubc29\ud5a5 \ucc28\uc774(\ud55c\ucabd\uc740 \uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub192\uac8c \uc720\uc9c0, \ub2e4\ub978 \ucabd\uc740 \ub0ae\uac8c \uc720\uc9c0)\ub294 AUD\/JPY\uc758 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \uacc4\uc18d \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \uc774\ub294 2025\ub144 \ub0b4\ub0b4 \uad00\ucc30\ub41c \ud750\ub984\uc758 \uc5f0\uc7a5\uc120\uc73c\ub85c \ubcf4\uc774\uba70, \ub2f9\uc2dc RBA\ub294 \ub9e4\ud30c\uc801 \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud588\ub2e4. \ud604\uc7ac RBA\uc758 \uae30\uc900\uae08\ub9ac(\uc911\uc559\uc740\ud589\uc774 \uc815\ud558\ub294 \ub300\ud45c \uae08\ub9ac)\ub294 4.35%\ub85c \uc720\uc9c0\ub418\ub294 \ubc18\uba74, BoJ \uae08\ub9ac\ub294 0.10%\uc5d0 \ubd88\uacfc\ud574 \uae08\ub9ac \ucc28\uc774(\ub450 \ub098\ub77c \uae08\ub9ac\uc758 \uaca9\ucc28)\uac00 \uac15\ud55c \uc0c1\uc2b9 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4.\n\n<h3>Strategy Considerations And Positioning<\/h3>\n\ud638\uc8fc \ucabd\uc5d0\uc11c\ub294 \ucd5c\uadfc \uc9c0\ud45c\uac00 \uc778\ud50c\ub808\uc774\uc158\uc774 \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc810\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ucd5c\uadfc \ubd84\uae30 CPI\ub294 3.8%\ub85c, \uc5ec\uc804\ud788 RBA \ubaa9\ud45c \ubc94\uc704(\uc911\uc559\uc740\ud589\uc774 \ubaa9\ud45c\ub85c \ud558\ub294 \ubb3c\uac00 \ubc94\uc704)\ubcf4\ub2e4 \ub192\ub2e4. \uc911\uad6d\uc758 \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218, 50\uc744 \uae30\uc900\uc73c\ub85c \uacbd\uae30 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \uac00\ub2a0\ud558\ub294 \uc124\ubb38 \uc9c0\ud45c)\uac00 \ucd5c\uadfc 49.5\ub85c \ub0b4\ub824\uac00\ub294 \ub4f1 \uc2e0\ud638\uac00 \uc5c7\uac08\ub9ac\uba74\uc11c \ucca0\uad11\uc11d \uac00\uaca9\uc740 \ud1a4\ub2f9 \uc57d 125\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c \uc57d\ud574\uc84c\uc9c0\ub9cc, \ud638\uc8fc\ub2ec\ub7ec\uc758 \ub192\uc740 \uae08\ub9ac \uc218\uc900(\ubcf4\uc720 \uc2dc \uc774\uc790 \uc774\uc810)\uc740 \ubc14\ub2e5\uc744 \ubc1b\uce58\ub294 \uc694\uc778\uc774\ub2e4. \uc774\ub294 1\ub144 \uc804 \uc911\uc559\uc740\ud589\uc758 \uc774\ub7f0 \uc6c0\uc9c1\uc784\uc744 \uc608\uc0c1\ud558\ub358 \ub54c\uc640\ub294 \ub300\ube44\ub41c\ub2e4.\n\n\ud55c\ud3b8 BoJ\ub294 \uc2e0\uc911\ud55c \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. 2024\ub144 \uc911\ubc18\uc5d0\uc57c \ub9c8\uc774\ub108\uc2a4 \uae08\ub9ac(\ub3c8\uc744 \ub9e1\uae30\uba74 \uc774\uc790\ub97c \ubc1b\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ube44\uc6a9\uc744 \ub0b4\ub294 \uae08\ub9ac)\uc5d0\uc11c \ubc97\uc5b4\ub0ac\uace0, \ube60\ub978 \uae34\ucd95\uc5d0\ub294 \uc18c\uadf9\uc801\uc774\ub2e4. \uc77c\ubcf8\uc758 \uc804\uad6d \uadfc\uc6d0 CPI\ub294 2.5%\ub85c \ub0ae\uc544\uc838, \uc911\uc559\uc740\ud589\uc774 \uc11c\ub458\ub7ec \uc6c0\uc9c1\uc5ec\uc57c \ud560 \uc555\ub825\uc774 \uc904\uc5c8\ub2e4. \uc774\ub294 \uc5d4\ud654 \uc57d\uc138\ub97c \uac15\ud654\ud558\uace0, \uc800\uae08\ub9ac\uc778 \uc5d4\ud654\ub85c \uc790\uae08\uc744 \uc870\ub2ec\ud574 \ub354 \ub192\uc740 \uae08\ub9ac \ud1b5\ud654\ub97c \uc0ac\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(carry trade, \uae08\ub9ac \ucc28\uc774\ub97c \ub178\ub9ac\ub294 \uac70\ub798)\ub85c\uc11c AUD\/JPY\uc758 \ub9e4\ub825\uc744 \ub192\uc778\ub2e4.\n\n\uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c \uc6b0\ub9ac\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 AUD\/JPY \ucf5c \uc635\uc158(call option, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\ub294 \uac83\uc774 \ud569\ub9ac\uc801\uc778 \uc804\ub7b5\uc774\ub77c\uace0 \ubcf8\ub2e4. \uc774 \ubc29\ubc95\uc740 116.00 \uc218\uc900\uc744 \ud5a5\ud55c \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0\uc11c \uc774\uc775\uc744 \ub178\ub9ac\uba74\uc11c, \ucd5c\ub300 \uc190\uc2e4\uc744 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9, \uad8c\ub9ac\ub97c \uc0ac\ub294 \ube44\uc6a9)\uc73c\ub85c \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. \uac15\ud55c \uc0c1\uc2b9 \ucd94\uc138\ub97c \ud65c\uc6a9\ud558\ub418, \uc704\ud5d8 \uc2ec\ub9ac(\uc2dc\uc7a5 \uc804\uccb4\uc758 \ubd88\uc548\u00b7\uc548\uc815 \ubd84\uc704\uae30) \ubcc0\ud654\ub85c \uc778\ud55c \uae09\ubcc0\uc5d0 \uc804\ubd80 \ub178\ucd9c\ub418\uc9c0 \uc54a\ub294 \ubc29\uc2dd\uc774\ub2e4.\n\n\uc218\uc775\uc744 \ub9cc\ub4e4\uace0 \uc2f6\uc740 \uacbd\uc6b0, \uc678\uac00\uaca9 \ud48b(out-of-the-money put, \ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ud6e8\uc52c \uc544\ub798\uc758 \ud589\uc0ac\uac00\uaca9\uc744 \uac00\uc9c4 \ud48b \uc635\uc158) \ub9e4\ub3c4\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \ud2b9\ud788 \uc774 \ud1b5\ud654\uc30d\uc774 \ud604\uc7ac 112.50 \uadfc\ucc98\uc758 50\uc77c \uc774\ub3d9\ud3c9\uade0 \uc704\uc5d0\uc11c \ubc15\uc2a4\uad8c\uc744 \ubcf4\uc77c \ub54c \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \uc18c\ud3ed \uc870\uc815\uc774 \uc640\ub3c4 \uae08\ub9ac \ucc28\uc774\uac00 \ud558\ubc29\uc744 \uc9c0\uc9c0\ud574 \uc904 \uac83\uc774\ub77c\ub294 \uad00\uc810\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \ubc29\uc2dd\uc774\ub2e4. \ub2e4\ub9cc \ud2b8\ub808\uc774\ub354\ub294 \uc591\uad6d\uc758 \ud575\uc2ec \uace0\uc6a9 \ubc0f \ubb3c\uac00 \uc9c0\ud45c\ub97c \uacc4\uc18d \uc8fc\uc758 \uae4a\uac8c \ubcfc \ud544\uc694\uac00 \uc788\ub2e4.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124<\/a>\u00a0\ud558\uace0\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uc9c0\uae08 \uac70\ub798\ub97c \uc2dc\uc791<\/a>\u00a0\ud558\uc138\uc694. <\/b>\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>RBA \uc758\uc0ac\ub85d \ub9e4\ud30c\ub85c AUD\/JPY 0.4% \uc0c1\uc2b9. BoJ 4\uc6d4 \uc778\uc0c1 \uae30\ub300\uc5d0\ub3c4 \uc5d4 \uc57d\uc138 \uc9c0\uc18d. \ud638\uc8fc \uace0\uc6a9\u00b7\uc77c\ubcf8 CPI \uc8fc\ubaa9. \uae08\ub9ac\uaca9\ucc28\uac00 \uc0c1\uc2b9\ucd94\uc138 \uc9c0\uc9c0, \ucf5c\uc635\uc158\u00b7\ud48b\ub9e4\ub3c4 \uc804\ub7b5 \ubd80\uac01. &#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-38626","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\/38626","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=38626"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38626\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}