{"id":39099,"date":"2026-02-25T15:33:21","date_gmt":"2026-02-25T15:33:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%a9%9c%eb%b2%84%eb%a5%b8%eb%8c%80%ed%95%99%ea%b5%90-%eb%a7%8c%ec%b0%ac%ec%97%90%ec%84%9c-rba%ed%98%b8%ec%a3%bc%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ec%b4%9d%ec%9e%ac-%eb%af%b8%ec%85%b8-%eb%b6%88\/"},"modified":"2026-02-25T15:33:21","modified_gmt":"2026-02-25T15:33:21","slug":"%eb%a9%9c%eb%b2%84%eb%a5%b8%eb%8c%80%ed%95%99%ea%b5%90-%eb%a7%8c%ec%b0%ac%ec%97%90%ec%84%9c-rba%ed%98%b8%ec%a3%bc%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ec%b4%9d%ec%9e%ac-%eb%af%b8%ec%85%b8-%eb%b6%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a9%9c%eb%b2%84%eb%a5%b8%eb%8c%80%ed%95%99%ea%b5%90-%eb%a7%8c%ec%b0%ac%ec%97%90%ec%84%9c-rba%ed%98%b8%ec%a3%bc%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ec%b4%9d%ec%9e%ac-%eb%af%b8%ec%85%b8-%eb%b6%88\/","title":{"rendered":"\uba5c\ubc84\ub978\ub300\ud559\uad50 \ub9cc\ucc2c\uc5d0\uc11c RBA(\ud638\uc8fc\uc911\uc559\uc740\ud589) \ucd1d\uc7ac \ubbf8\uc178 \ubd88\ub85d\uc740 \ud1b5\ud654\uc815\ucc45 \ud6a8\uacfc\ub97c \ud3c9\uac00\ud560 \ub54c \uc778\ub0b4\uc2ec\uc744 \uac00\uc9c8 \uac83\uc744 \ucd09\uad6c\ud588\ub2e4."},"content":{"rendered":"RBA(\ud638\uc8fc\uc911\uc559\uc740\ud589) \ucd1d\uc7ac \ubbf8\uc178 \ubd88\ub85d\uc740 \uc218\uc694\uc77c \uba5c\ubc84\ub978\uc5d0\uc11c \uc5f4\ub9b0 \uba5c\ubc84\ub978\ub300\ud559\uad50 \uacbd\uc81c\u00b7\uacbd\uc601\ub300\ud559 \uc7ac\ub2e8 \ub9cc\ucc2c\uc5d0\uc11c \uc5f0\uc124\ud588\ub2e4. \uadf8\ub140\ub294 \uacbd\uc81c\uac00 \uaf64 \uc88b\uc740 \uc0c1\ud0dc\uc5d0 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4.\n\n\uadf8\ub140\ub294 \uc815\ucc45 \ud310\ub2e8\uc774 \uc5b4\ub835\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ub610\ud55c \uc815\ucc45\uc744 \ud3c9\uac00\ud560 \ub54c \uc778\ub0b4\uc2ec\uc744 \uac00\uc9c8 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4.\n\n

\ud638\uc8fc\ub2ec\ub7ec \ubc18\uc751<\/h3>\n\ubc1c\uc5b8 \uc774\ud6c4 \ud638\uc8fc\ub2ec\ub7ec\ub294 \uc555\ubc15\uc744 \ubc1b\uc558\ub2e4. AUD\/USD(\ud638\uc8fc\ub2ec\ub7ec\/\ubbf8\uad6d\ub2ec\ub7ec \ud658\uc728)\ub294 0.7085\ub85c \ub418\ub3cc\uc544\uac14\uace0, \uc774\ub0a0 \uae30\uc900 0.41% \uc0c1\uc2b9\ud588\ub2e4.\n\nRBA \ucd1d\uc7ac\uc758 \ubc1c\uc5b8\uc740 \u2018\uc11c\ub450\ub974\uc9c0 \uc54a\uaca0\ub2e4\u2019\ub294 \ud0dc\ub3c4\ub97c \ubcf4\uc5ec\uc8fc\uba70, \ud604\uae08\uae08\ub9ac(\uc911\uc559\uc740\ud589\uc774 \uc815\ud558\ub294 \uae30\uc900\uae08\ub9ac)\uac00 \ud55c\ub3d9\uc548 \ub3d9\uacb0(\uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub0b4\ub9ac\uc9c0 \uc54a\uace0 \uadf8\ub300\ub85c \ub450\ub294 \uac83)\ub420 \uac83\uc774\ub77c\ub294 \uad00\uc810\uc744 \uac15\ud654\ud55c\ub2e4. 2025\ub144 \ub9d0 \ub370\uc774\ud130\ub97c \ubcf4\uba74, \ubd84\uae30 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \uc18c\ube44\uc790\uac00 \uc0ac\ub294 \ubb3c\uac74\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\ub294 3.1%\ub85c \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\uc558\uace0, \uc5ec\uc804\ud788 \ubaa9\ud45c \ubc94\uc704(target band: \uc911\uc559\uc740\ud589\uc774 \ubb3c\uac00\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud558\ub824\uace0 \uc815\ud574 \ub454 \uad6c\uac04) \uc704\uc5d0 \uc788\uc5c8\ub2e4. \ub2e4\ub9cc \uc624\ub298 \ubc1c\uc5b8\uc740 \uc774 \uc218\uc900\uc744 \uad00\ub9ac \uac00\ub2a5\ud55c \uac83\uc73c\ub85c \ubcf4\uace0, \ud604 \ub2e8\uacc4\uc5d0\uc11c \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1(hike: \uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \uac83)\uc5d0\ub294 \uae30\uc6b8\uc9c0 \uc54a\ub294\ub2e4\ub294 \ub73b\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.\n\n\ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\ub97c \ud558\ub294 \ucc38\uac00\uc790) \uc785\uc7a5\uc5d0\uc11c\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \ud638\uc8fc\ub2ec\ub7ec\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility: \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c, \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \ubcc0\ub3d9 \ud3ed)\uc744 \ub0ae\uac8c \ubcf4\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. RBA\uac00 \u2018\uc778\ub0b4\u2019\ub97c \uac15\uc870\ud558\uba74\uc11c \ud1b5\ud654\ub098 \ub2e8\uae30 \uae08\ub9ac\uc5d0\uc11c \ud070 \uae09\ub4f1\ub77d\uc744 \ub9cc\ub4e4 \uc218 \uc788\ub294 \ucd09\ubc1c \uc694\uc778(catalyst: \uc2dc\uc7a5\uc744 \ud06c\uac8c \uc6c0\uc9c1\uc774\ub294 \uacc4\uae30)\uc774 \uc904\uc5b4\ub4e0\ub2e4. \ud2b9\ud788 2026\ub144 1\uc6d4 \uc2e4\uc5c5\ub960\uc774 4.2%\ub85c \uc870\uae08 \uc644\ud654(softening: \uc9c0\ud45c\uac00 \uc57d\ud574\uc9c0\ub294 \ud750\ub984)\ub41c \uc810\uc744 \uac10\uc548\ud558\uba74, AUD\/USD\ub294 \ub354 \ub69c\ub837\ud55c \ubc94\uc704 \uc548\uc5d0\uc11c \uc6c0\uc9c1\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.\n\n\uc774\ub7f0 \uae30\uc870\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(carry trade: \uae08\ub9ac\uac00 \ub0ae\uc740 \ud1b5\ud654\ub85c \ube4c\ub824 \uae08\ub9ac\uac00 \ub192\uc740 \ud1b5\ud654 \uc790\uc0b0\uc5d0 \ud22c\uc790\ud574 \u2018\uae08\ub9ac \ucc28\uc774\u2019\ub85c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uac70\ub798)\ub97c \ub354 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uc9c0\ub9cc, \uc5ec\uc804\ud788 \uac00\ub2a5\ud55c \uc120\ud0dd\uc9c0\ub2e4. \uc6b0\ub9ac\ub294 \ubbf8\uad6d \uc5f0\uc900(US Federal Reserve: \ubbf8\uad6d\uc758 \uc911\uc559\uc740\ud589)\uc774 \uc62c\ud574 \ud6c4\ubc18 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud558\ub294 \uac83\uc744 \ubd24\uace0, \uc774\ub294 \ub2f9\ubd84\uac04 \ud638\uc8fc\ub2ec\ub7ec\uc758 \uc218\uc775\ub960 \uc6b0\uc704(yield advantage: \uae08\ub9ac\uac00 \ub354 \ub192\uc544 \uc5bb\uc744 \uc218 \uc788\ub294 \uc774\uc810)\ub97c \uc9c0\uc9c0\ud55c\ub2e4. \ub530\ub77c\uc11c \uae08\ub9ac \ucc28\uc774(interest rate differential: \ub450 \ub098\ub77c \uae08\ub9ac\uc758 \ucc28\uc774)\uc5d0\uc11c \uc774\uc775\uc744 \ubcf4\ub294 \ud3ec\uc9c0\uc158(positions: \ubcf4\uc720\ud55c \uac70\ub798 \ubc29\ud5a5)\uc740 \uc720\uc9c0\ud560 \uc218 \uc788\uc9c0\ub9cc, RBA\uac00 \uc911\ub9bd\uc801\uc778 tone(\ud655\uc2e4\ud788 \ub9e4\ud30c\/\ube44\ub458\uae30\ud30c\ub85c \uce58\uc6b0\uce58\uc9c0 \uc54a\ub294 \ud0dc\ub3c4)\uc774\ubbc0\ub85c \uae30\ub300 \uc218\uc775\uc740 \uc81c\ud55c\ub420 \uc218 \uc788\ub2e4.\n\n

\uc2dc\uc7a5 \ud575\uc2ec \ud3ec\uc778\ud2b8\uc640 \uc804\ub7b5<\/h3>\n2023~2024\ub144\uc5d0 \uc788\uc5c8\ub358 \uacf5\uaca9\uc801\uc778 \uae08\ub9ac \uc778\uc0c1 \uc0ac\uc774\ud074(\uc9e7\uc740 \uae30\uac04\uc5d0 \ubc18\ubcf5\uc801\uc73c\ub85c \uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \ud750\ub984)\uc740 \ub192\uc740 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9)\uc744 \uaebe\uae30 \uc704\ud55c \uac83\uc774\uc5c8\ub2e4. \uc9c0\uae08\uc758 \ud45c\ud604\uc740 \uadf8\ub54c\uc640 \ub9e4\uc6b0 \ub2e4\ub974\uba70, \uae30\uc900\uae08\ub9ac\uac00 \uc774\ubbf8 \uc815\uc810(peak)\uc5d0 \ub3c4\ub2ec\ud588\ub2e4\ub294 \uc810\uc744 \ud655\uc778\ud574 \uc900\ub2e4. \uc774\uc81c \ucd94\uac00 \uae34\ucd95(tightening: \uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \uc720\ub3d9\uc131\uc744 \uc904\uc5ec \uacbd\uae30\ub97c \uc2dd\ud788\ub294 \uc815\ucc45)\uc758 \ubb38\ud131\uc740 \ub9e4\uc6b0 \ub192\uace0, \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \ub192\uac8c \ub098\uc624\ub294 \uacbd\uc6b0\uc5d0\ub098 \uac00\ub2a5\uc131\uc774 \uc0dd\uae34\ub2e4.\n\n\ub530\ub77c\uc11c RBA \ud68c\uc758 \ub0a0\uc9dc\ubcf4\ub2e4\ub294 \ub2e4\uc74c \uc8fc\uc694 \uacbd\uc81c\uc9c0\ud45c \ubc1c\ud45c\uc5d0 \ucd08\uc810\uc744 \uc62e\uaca8\uc57c \ud55c\ub2e4. 2026\ub144 1\ubd84\uae30 \uc778\ud50c\ub808\uc774\uc158 \ubcf4\uace0\uc11c\uac00 \uc2dc\uc7a5\uc758 \ub2e4\uc74c \ud575\uc2ec \ud655\uc778 \uc9c0\uc810(checkpoint: \uc911\uc694\ud55c \ud310\ub2e8 \uae30\uc900)\uc774 \ub420 \uac83\uc774\ub2e4. \uadf8\uc804\uae4c\uc9c0\ub294 \ub0ae\uc740 \ubcc0\ub3d9\uc131\uc5d0\uc11c \uc774\uc775\uc744 \ub0b4\ub294 \uc635\uc158 \uc804\ub7b5(\uc608: \ud638\uc8fc\ub2ec\ub7ec\uc5d0\uc11c \uc2a4\ud2b8\ub7ad\uae00 \ub9e4\ub3c4(selling strangles: \uac00\uaca9\uc774 \uc77c\uc815 \ubc94\uc704 \uc548\uc5d0 \uba38\ubb3c\uba74 \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158 \ub9e4\ub3c4 \uc804\ub7b5))\uc774 \uac00\uc7a5 \ud569\ub9ac\uc801\uc778 \uc811\uadfc\uc73c\ub85c \ubcf4\uc778\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":"

RBA \ucd1d\uc7ac \ubd88\ub85d \u201c\uacbd\uc81c\ub294 \uc591\ud638, \uc815\ucc45\uc740 \uc778\ub0b4\uac00 \ud575\uc2ec\u201d! \ubc1c\uc5b8 \ud6c4 AUD \uc57d\uc138. \uae08\ub9ac \ub3d9\uacb0 \uc7a5\uae30\ud654 \uc2dc\uc0ac, \ubcc0\ub3d9\uc131 \ucd95\uc18c \uc804\ub9dd. CPI 3.1%\u00b7\uc2e4\uc5c5 4.2% \uc18d \ubc94\uc704\uc7a5\u00b7\uc800\ubcc0\ub3d9\uc131 \uc804\ub7b5 \ubd80\uac01. – 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-39099","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\/39099","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=39099"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39099\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}