{"id":38913,"date":"2026-02-23T19:32:47","date_gmt":"2026-02-23T19:32:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%bc%ed%8e%98%eb%8b%88%eb%8a%94-%eb%8b%a4%ec%b9%b4%ec%9d%b4%ec%b9%98%ec%9d%98-%ec%9a%b0%ec%84%a0%ec%88%9c%ec%9c%84%ec%99%80-%ec%b6%95%ec%86%8c%eb%90%9c-%ec%b6%94\/"},"modified":"2026-02-23T19:32:47","modified_gmt":"2026-02-23T19:32:47","slug":"mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%bc%ed%8e%98%eb%8b%88%eb%8a%94-%eb%8b%a4%ec%b9%b4%ec%9d%b4%ec%b9%98%ec%9d%98-%ec%9a%b0%ec%84%a0%ec%88%9c%ec%9c%84%ec%99%80-%ec%b6%95%ec%86%8c%eb%90%9c-%ec%b6%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%bc%ed%8e%98%eb%8b%88%eb%8a%94-%eb%8b%a4%ec%b9%b4%ec%9d%b4%ec%b9%98%ec%9d%98-%ec%9a%b0%ec%84%a0%ec%88%9c%ec%9c%84%ec%99%80-%ec%b6%95%ec%86%8c%eb%90%9c-%ec%b6%94\/","title":{"rendered":"MUFG\uc758 \ub370\ub9ad \ud57c\ud398\ub2c8\ub294 \ub2e4\uce74\uc774\uce58\uc758 \uc6b0\uc120\uc21c\uc704\uc640 \ucd95\uc18c\ub41c \ucd94\uac00\uacbd\uc815\uc608\uc0b0\uc774 \uc77c\ubcf8\uc740\ud589\uc758 \uc810\uc9c4\uc801 \uae34\ucd95\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4\uace0 \ub9d0\ud55c\ub2e4."},"content":{"rendered":"MUFG\ub294 \ub2e4\uce74\uc774\uce58 \ucd1d\ub9ac\uc758 \uc77c\ubcf8 \uc7ac\uc815 \uacc4\ud68d\uc774 \uc77c\ubcf8\uc740\ud589(BoJ)\uc758 \uc815\ucc45\uc744 **\uc810\uc9c4\uc801\uc73c\ub85c \uc815\uc0c1\ud654(\uc544\uc8fc \uc644\ud654\uc801\uc778 \uc815\ucc45\uc5d0\uc11c \uc870\uae08\uc529 \uc77c\ubc18\uc801\uc778 \uc218\uc900\uc73c\ub85c \ub418\ub3cc\ub9ac\ub294 \uac83)** \ud558\ub294 \ud750\ub984\uacfc \uc5f0\uacb0\ub41c\ub2e4\uace0 \ubd05\ub2c8\ub2e4. MUFG\ub294 **\ucd94\uacbd(\ucd94\uac00\ub85c \ud3b8\uc131\ud558\ub294 \uc608\uc0b0)** \uc911\uc2ec\uc5d0\uc11c \ubc97\uc5b4\ub098 **\ud22c\uc790 \uc911\uc2ec \uc9c0\ucd9c(\ubbf8\ub798 \uc131\uc7a5\uc744 \uc704\ud55c \uc124\ube44\u00b7\uae30\uc220\u00b7\uc778\ud504\ub77c \ub4f1\uc5d0 \ub3c8\uc744 \uc4f0\ub294 \uac83)** \ub85c \uc804\ud658\ud558\uba74 \uc774\ub7f0 \ubcc0\ud654\uc5d0 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud569\ub2c8\ub2e4.\n\nMUFG\ub294 2026\ud68c\uacc4\uc5f0\ub3c4(FY2026) \uc608\uc0b0\uc774 \ud1b5\uacfc\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc815\ubd80\uac00 \ud604 \ud68c\uacc4\uc5f0\ub3c4 \ub9d0\uae4c\uc9c0 **\ubc95\uc801 \ud655\uc815(\uc815\uc2dd\uc73c\ub85c \ud6a8\ub825\uc774 \uc0dd\uae30\ub3c4\ub85d \ud655\uc815\ud558\ub294 \uac83)** \uc744 \ucd94\uc9c4\ud560 \uac83\uc774\ub77c\uace0 \ubd05\ub2c8\ub2e4. \uc608\uc0b0\uc774 \uc2b9\uc778\ub418\uace0 \uc138\ubd80 \ub0b4\uc6a9\uc774 \ud655\uc778\ub418\uba74, BoJ\uac00 **\uae08\ub9ac\ub97c \uc62c\ub9b4 \uac00\ub2a5\uc131(\uae30\uc900\uae08\ub9ac \uc778\uc0c1)** \uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ud569\ub2c8\ub2e4.\n\n<h3>\uc7ac\uc815\uc815\ucc45\uacfc BoJ \uc815\uc0c1\ud654<\/h3>\nMUFG\ub294 4\uc6d4 28\uc77c \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\uac00 \uc624\ub97c \ud655\ub960\uc744 \uc57d 70%\ub85c \ubd05\ub2c8\ub2e4. \ub610 \uadf8\ub54c\uae4c\uc9c0 FY2026 \uc608\uc0b0\uc774 \ud1b5\uacfc\ub418\uace0 USD\/JPY(\ub2ec\ub7ec\/\uc5d4 \ud658\uc728)\uac00 \ud604\uc7ac \uc218\uc900 \uadfc\ucc98\ub97c \uc720\uc9c0\ud558\uba74, BoJ\uac00 \ud589\ub3d9\ud574\uc57c \ud55c\ub2e4\ub294 \uc555\ubc15\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc785\ub2c8\ub2e4.\n\nMUFG\ub294 \uc815\ubd80\uac00 \ub2e4\uc74c \uc8fc\uc5d0 BoJ \uc774\uc0ac\ud68c(Board) \uc704\uc6d0 2\uba85\uc778 \uc544\uc0ac\ud788 \ub178\uad6c\uce58\uc640 \ub098\uce74\uac00\uc640 \uc900\ucf54\uc758 \ud6c4\uc784\uc744 \uc9c0\uba85\ud560 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud569\ub2c8\ub2e4. \ub450 \uc0ac\ub78c\uc740 **\ube44\ub458\uae30\ud30c(dovish: \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc2e0\uc911\ud558\uace0 \uc644\ud654 \uc815\ucc45\uc744 \uc120\ud638\ud558\ub294 \uc131\ud5a5)** \ub85c \ubcf4\uc774\uba70, \ud6c4\uc784 \uc778\uc120\uc5d0 \ub530\ub77c \uc774\uc0ac\ud68c\uc758 \uade0\ud615\uc774 \ubc14\ub014 \uc218 \uc788\ub2e4\uace0 \ud569\ub2c8\ub2e4.\n\nMUFG\ub294 \uae08\uc694\uc77c\uc5d0 \ub098\uc628 \uc804\uad6d 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\ub3d9) \ub370\uc774\ud130\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc57d\ud588\ub2e4\uace0 \uc5b8\uae09\ud569\ub2c8\ub2e4. \ub2e4\ub9cc \uc774\uac83\ub9cc\uc73c\ub85c 4\uc6d4 \uc778\uc0c1 \uc804\ub9dd\uc774 \ubc14\ub00c\uc9c0\ub294 \uc54a\uc9c0\ub9cc, \uc57d\ud55c \ubb3c\uac00 \uc9c0\ud45c\uac00 \ubc18\ubcf5\ub418\uba74 \uc774\ud6c4 \uacb0\uc815\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4\uace0 \ud569\ub2c8\ub2e4.\n\n<h3>\uc5d4 \ud658\uc728\uacfc \ubcc0\ub3d9\uc131\uc5d0 \ub300\ud55c \ub9e4\ub9e4 \uc2dc\uc0ac\uc810<\/h3>\nUSD\/JPY\uac00 152.50 \uadfc\ucc98\uc758 \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uc6c0\uc9c1\uc774\ub294 \uc0c1\ud669\uc5d0\uc11c, \uae08\ub9ac \uc778\uc0c1\uc740 \uc5d4\ud654\ub97c \uac15\ud558\uac8c \ub9cc\ub4e4\ub824\ub294 \uc758\ub3c4\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 **\ubbf8\uad6d-\uc77c\ubcf8 \uae08\ub9ac \ucc28(\ub450 \ub098\ub77c \uae08\ub9ac\uc758 \ucc28\uc774)** \uac00 \uc904\uc5b4\ub4dc\ub294 \ud750\ub984\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574, **\uc635\uc158(\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc5d0 \uc0b4\/\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)** \uc774\ub098 **\uc120\ubb3c(\ubbf8\ub798\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\uae30\ub85c \ud55c \uacc4\uc57d)** \uc744 \ud1b5\ud574 USD\/JPY \ud558\ub77d(\ub2ec\ub7ec \uc57d\uc138\/\uc5d4 \uac15\uc138) \ucabd \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4. \ub610\ud55c \ube44\ub458\uae30\ud30c \uc131\ud5a5\uc758 BoJ \uc774\uc0ac\ud68c \uc704\uc6d0 2\uba85\uc758 \uad50\uccb4\ub294 **\ub9e4\ud30c(hawkish: \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc801\uadf9\uc801\uc778 \uc131\ud5a5)** \uc801 \ubc29\ud5a5\uc744 \ub354 \ub4b7\ubc1b\uce68\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\nMUFG\ub294 4\uc6d4 \ub9d0\ub85c \uac08\uc218\ub85d \uc5d4 \uad00\ub828 \ud1b5\ud654\uc30d\uc758 **\ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility: \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c \uac00\uaca9\uc774 \uc5bc\ub9c8\ub098 \ud754\ub4e4\ub9b4\uc9c0\u2019\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc608\uc0c1\uce58)** \uc774 \uc624\ub97c \uc218 \uc788\ub2e4\uace0 \uc608\uc0c1\ud569\ub2c8\ub2e4. 2025\ub144 \uc815\ucc45 \uc870\uc815 \ub54c \uc2dc\uc7a5 \ubc18\uc751\uc744 \ubcf4\uba74 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ucef8\uae30 \ub54c\ubb38\uc5d0, **\ubcc0\ub3d9\uc131 \ub9e4\uc218(\uac00\uaca9\uc774 \ud06c\uac8c \uc6c0\uc9c1\uc774\uba74 \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158)** \uc778 **\uc2a4\ud2b8\ub798\ub4e4(straddle: \uac19\uc740 \ub9cc\uae30\uc5d0\uc11c \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \uc0ac\uc11c \uc704\u00b7\uc544\ub798 \uc5b4\ub290 \ucabd\uc73c\ub85c\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc5d0 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)** \uc774 \uc720\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc804\ub7b5\uc740 BoJ \ubc1c\ud45c \ub4a4 \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \ubcc0\ub3d9\uc774 \ub098\uc624\uba74 \uc218\uc775\uc744 \ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n1\uc6d4 \ucd5c\uc2e0 \ubb3c\uac00 \ub370\uc774\ud130\uc5d0\uc11c \uadfc\uc6d0 CPI(core CPI: \ubcc0\ub3d9\uc774 \ud070 \ud56d\ubaa9\uc744 \uc77c\ubd80 \uc81c\uc678\ud574 \uae30\uc870 \ubb3c\uac00\ub97c \ubcf8 \uc9c0\ud45c)\uac00 1.9%\ub85c \ub098\uc624\uba70, \uc804\ub9dd\uce58\ubcf4\ub2e4 \uc57d\uac04 \ub0ae\uc558\ub354\ub77c\ub3c4 BoJ\uc5d0 \ub300\ud55c \uc555\ubc15\uc740 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. \ub354 \uc911\uc694\ud55c \uc9c0\ud45c\ub294 3\uc6d4 \uc911\uc21c\uc5d0 \ub098\uc62c **\ucd98\ud22c(shunto: \ubd04\ucca0 \uc784\uae08 \ud611\uc0c1)** \uacb0\uacfc\uc785\ub2c8\ub2e4. \uc784\uae08 \uc0c1\uc2b9\uc774 2025\ub144\uc5d0 \ubd24\ub358 \ub192\uc740 \uc218\uc900\ucc98\ub7fc \uac15\ud558\uba74 4\uc6d4 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc740 \ub9e4\uc6b0 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ud1b5\ud654 \uc678\uc5d0 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uac70\ub798 \ub300\uc0c1\uc740 \uc77c\ubcf8 \uad6d\ucc44(JGB) \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uae08\ub9ac \uc778\uc0c1\uc740 **\uad6d\ucc44 \uc218\uc775\ub960(yield: \ucc44\uad8c\uc774 \uc8fc\ub294 \uc218\uc775\ub960)** \uc744 \uc62c\ub9ac\uace0 \uac00\uaca9\uc740 \ub0b4\ub9ac\ubbc0\ub85c, **JGB \uc120\ubb3c \ub9e4\ub3c4(\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798)** \uac00 \uc8fc\uc694 \uc804\ub7b5\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc774 **\ucd08\uc644\ud654 \ud1b5\ud654\uc815\ucc45(\ub9e4\uc6b0 \ub0ae\uc740 \uae08\ub9ac\uc640 \uac15\ud55c \uc644\ud654)** \uc2dc\ub300\uac00 \ub05d\ub098\uac08 \uac00\ub2a5\uc131\uc744 \ub354 \uc9c4\uc9c0\ud558\uac8c \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud55c\ub2e4\ub294 \ub73b\uc785\ub2c8\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>\ud22c\uc790 \uc911\uc2ec \uc7ac\uc815 \uc804\ud658\uc774 BOJ \uc815\uc0c1\ud654\uc758 \uc2e0\ud638\ud0c4? MUFG\ub294 FY2026 \uc608\uc0b0 \ud1b5\uacfc\uac00 4\uc6d4 28\uc77c \uae08\ub9ac\uc778\uc0c1(\ud655\ub960 70%) \ucd09\ub9e4\ub77c\uba70, \uc704\uc6d0 \uad50\uccb4\u00b7\uc784\uae08\u00b7\uc5d4 \ubcc0\ub3d9\uc131\u00b7JGB \ub9e4\ub3c4 \uae30\ud68c\ub97c \uc8fc\uc2dc\ud55c\ub2e4. &#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-38913","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\/38913","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=38913"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38913\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38913"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38913"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}