{"id":39254,"date":"2026-02-26T10:34:27","date_gmt":"2026-02-26T10:34:27","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/boe-%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80%ec%97%90%eb%8f%84-%ed%8c%8c%ec%9a%b4%eb%93%9c%ed%99%94%eb%8a%94-%ea%b0%95%ec%84%b8%eb%a5%bc-%ec%9c%a0%ec%a7%80-%eb%af%b8-%ec%a0%95\/"},"modified":"2026-02-26T10:34:27","modified_gmt":"2026-02-26T10:34:27","slug":"boe-%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80%ec%97%90%eb%8f%84-%ed%8c%8c%ec%9a%b4%eb%93%9c%ed%99%94%eb%8a%94-%ea%b0%95%ec%84%b8%eb%a5%bc-%ec%9c%a0%ec%a7%80-%eb%af%b8-%ec%a0%95","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/boe-%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80%ec%97%90%eb%8f%84-%ed%8c%8c%ec%9a%b4%eb%93%9c%ed%99%94%eb%8a%94-%ea%b0%95%ec%84%b8%eb%a5%bc-%ec%9c%a0%ec%a7%80-%eb%af%b8-%ec%a0%95\/","title":{"rendered":"BoE \uae08\ub9ac \uc778\ud558 \uae30\ub300\uc5d0\ub3c4 \ud30c\uc6b4\ub4dc\ud654\ub294 \uac15\uc138\ub97c \uc720\uc9c0\u2026 \ubbf8 \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \ub2ec\ub7ec\uac00 \uc57d\uc138\ub97c \ubcf4\uc774\uba70 GBP\/USD\ub294 1.3560 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798"},"content":{"rendered":"GBP\/USD\ub294 \ubaa9\uc694\uc77c \uc720\ub7fd \uc774\ub978 \uc2dc\uac04\ub300\uc5d0 1.3560 \uadfc\ucc98\uc5d0\uc11c \uac70\ub798\ub418\uba70 5\uac70\ub798\uc77c \uc5f0\uc18d \uac15\uc138(\uac00\uaca9\uc774 \uc624\ub974\ub294 \ud750\ub984)\ub97c \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4. \uc774 \ud1b5\ud654\uc30d(\ub450 \ud1b5\ud654\ub97c \ud55c \uc30d\uc73c\ub85c \ubb36\uc5b4 \ud658\uc728\ub85c \uac70\ub798\ud558\ub294 \uac83)\uc740 \ubc31\uc545\uad00(\ubbf8\uad6d \ud589\uc815\ubd80) \uacbd\uc81c \uc815\ucc45\uc744 \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \ubbf8 \ub2ec\ub7ec(USD)\uac00 \uc57d\uc138\ub97c \ubcf4\uc774\uba74\uc11c \ube44\uad50\uc801 \ud0c4\ud0c4\ud558\uac8c \ubc84\ud17c\uc2b5\ub2c8\ub2e4.\n\n\ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc740 \ud654\uc694\uc77c \uad6d\uc815\uc5f0\uc124(\ub300\ud1b5\ub839\uc774 \uc758\ud68c\uc5d0\uc11c \uad6d\uac00 \uc0c1\ud669\uacfc \uc815\ucc45 \ubc29\ud5a5\uc744 \uc124\uba85\ud558\ub294 \uc5f0\uc124)\uc5d0\uc11c \ubbf8\uad6d \uacbd\uc81c\uac00 \ud68c\ubcf5 \uc911\uc774\ub77c\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub294 \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ubd99\ub294 \uc138\uae08)\uac00 \uc131\uc7a5\uc744 \ub3d5\ub294\ub2e4\uace0 \uc639\ud638\ud588\uace0, \uc790\uc2e0\uc758 \uad00\uc138 \uc815\ucc45 \uc77c\ubd80\ub97c \ubb34\ud6a8\ub85c \ud55c \uc5f0\ubc29\ub300\ubc95\uc6d0\uc744 \ube44\ud310\ud588\uc2b5\ub2c8\ub2e4.\n\n

BoE Rate Cut Expectations<\/h3>\nGBP\/USD\uc758 \uc0c1\uc2b9\ud3ed\uc740 \uc601\ub780\uc740\ud589(BoE, Bank of England: \uc601\uad6d\uc758 \uc911\uc559\uc740\ud589)\uc774 \ub354 \uc644\ud654\uc801\uc778 \ubc29\ud5a5(\ube44\ub458\uae30\ud30c: \uae08\ub9ac \uc778\ud558 \ub4f1 \uacbd\uae30 \ubd80\uc591\uc744 \uc120\ud638\ud558\ub294 \uc131\ud5a5)\uc73c\ub85c \uac08 \uac83\uc774\ub780 \uc804\ub9dd \ub54c\ubb38\uc5d0 \uc81c\ud55c\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc601\uad6d \uace0\uc6a9\uc2dc\uc7a5\uc774 \uc57d\ud574\uc9c0\uace0 \ubb3c\uac00 \uc0c1\uc2b9 \uc555\ub825\uc774 \uc904\uc5b4\ub4dc\ub294 \ud750\ub984\uacfc \ub9de\ubb3c\ub824 3\uc6d4 \uae08\ub9ac \uc778\ud558\ub97c \uc608\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ud1b5\ud654\uc815\ucc45\uc704\uc6d0\ud68c(MPC, Monetary Policy Committee: \uc601\ub780\uc740\ud589\uc5d0\uc11c \uae30\uc900\uae08\ub9ac\ub97c \uacb0\uc815\ud558\ub294 \uc704\uc6d0\ud68c) \uc704\uc6d0 \uc568\ub7f0 \ud14c\uc77c\ub7ec\ub294 \uace0\uc6a9 \uc545\ud654 \uc704\ud5d8\uacfc \ubb3c\uac00 \uc555\ub825 \uc644\ud654\ub97c \uc774\uc720\ub85c \ub2e8\uae30\uac04\uc5d0 2~3\ucc28\ub840 \uae08\ub9ac \uc778\ud558\uac00 \ud544\uc694\ud558\ub2e4\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. \uc601\uad6d CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \uac00\uacc4\uac00 \uc0ac\ub294 \ub300\ud45c \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4\uc758 \ud3c9\uade0 \uac00\uaca9 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c) \ubb3c\uac00\uc0c1\uc2b9\ub960\uc740 1\uc6d4\uc5d0 3.0%\ub85c, 12\uc6d4 3.4%\uc5d0\uc11c \ub0b4\ub824\uc654\uc2b5\ub2c8\ub2e4. \uc774\ub294 2025\ub144 \uc911\ubc18 \uc774\ud6c4 \uac00\uc7a5 \ub0ae\uc740 \uc218\uc900\uc774\uba70, \uc608\uc0c1\ubcf4\ub2e4 \ub354 \ud070 \ud3ed\uc758 \ud558\ub77d\uc785\ub2c8\ub2e4.\n\n\uc601\ub780\uc740\ud589 \ucd1d\uc7ac \uc564\ub4dc\ub8e8 \ubca0\uc77c\ub9ac\ub294 \uc758\ud68c \uc7ac\ubb34\uc704\uc6d0\ud68c(\uc7ac\uc815\u00b7\uae08\uc735 \uc815\ucc45\uc744 \uc810\uac80\ud558\ub294 \uc758\ud68c \uc704\uc6d0\ud68c)\uc5d0 3\uc6d4 \uc778\ud558\ub294 \u201c\uc815\ub9d0\ub85c \uc5f4\ub824 \uc788\ub294 \ubb38\uc81c\u201d\ub77c\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub294 \uc11c\ube44\uc2a4 \ubb3c\uac00\uc0c1\uc2b9\ub960(\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \uc0c1\uc2b9\ub960)\uc774 1\uc6d4 4.4%\ub85c \uc601\ub780\uc740\ud589 \uc804\ub9dd\uce58 4.1%\ubcf4\ub2e4 \ub192\uc558\ub2e4\uace0 \ubc1d\ud614\uace0, \uc218\uc11d \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8 \ud734 \ud544\uc740 \ubb3c\uac00\uac00 2% \ubaa9\ud45c(\uc911\uc559\uc740\ud589\uc774 \ubc14\ub78c\uc9c1\ud558\ub2e4\uace0 \ubcf4\ub294 \ubb3c\uac00\uc0c1\uc2b9\ub960) \ucabd\uc73c\ub85c \uac04\ub2e4\ub294 \u2018\uac89\uc73c\ub85c \ubcf4\uc774\ub294 \uc218\uce58(\ud5e4\ub4dc\ub77c\uc778 \ubb3c\uac00: \uc804\uccb4 \ubb3c\uac00 \uc9c0\ud45c)\u2019\uc5d0 \ud604\ud639\ub418\uc9c0 \ub9d0\ub77c\uace0 \uacbd\uace0\ud588\uc2b5\ub2c8\ub2e4.\n\n

Historical Sterling Reaction<\/h3>\n\ud575\uc2ec\uc740 \uc601\ub780\uc740\ud589\uc774 3\uc6d4\uc5d0 \uae08\ub9ac\ub97c \ub0b4\ub9b4 \uac83\uc774\ub780 \uae30\ub300\uac00 \ub9e4\uc6b0 \ud06c\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. 1\uc6d4 \uc601\uad6d \ubb3c\uac00\uac00 3.0%\ub85c \ub0b4\ub824\uc624\uba70 \uc608\uc0c1\ubcf4\ub2e4 \ub354 \ud06c\uac8c \ub454\ud654\ud55c \uac83\uc740 \uc774\ub7f0 \uc804\ub9dd\uc744 \uac15\ud558\uac8c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uac00\uaca9(\uae08\uc735\uc0c1\ud488 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud22c\uc790\uc790\ub4e4\uc758 \uae30\ub300)\uc740 OIS(Overnight Index Swaps: \ud558\ub8fb\ubc24 \uae30\uc900\uae08\ub9ac(\uc775\uc77c\ubb3c \uae08\ub9ac)\uc640 \uace0\uc815\uae08\ub9ac\ub97c \ub9de\ubc14\uafb8\ub294 \uc2a4\uc651 \uac70\ub798\ub85c, \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \ud5a5\ud6c4 \uc815\ucc45\uae08\ub9ac\ub97c \uc77d\ub294 \ub370 \uc790\uc8fc \uc4f0\uc784) \uae30\uc900\uc73c\ub85c \ub2e4\uc74c \ub2ec 25bp(\ubca0\uc774\uc2dc\uc2a4 \ud3ec\uc778\ud2b8: \uae08\ub9ac 0.01%p, \uc989 25bp=0.25%p) \uc778\ud558 \ud655\ub960\uc774 70%\ub97c \ub118\ub294\ub2e4\uace0 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n\uacfc\uac70\ub97c \ubcf4\uba74, 2020\ub144\ucc98\ub7fc \uae08\ub9ac\ub97c \ub0b4\ub9ac\ub358 \uc2dc\uae30\uc5d0\ub294 \uccab \uae08\ub9ac \uc778\ud558 \uc9c1\ud6c4 \ud30c\uc6b4\ub4dc\ud654(\uc2a4\ud138\ub9c1: \uc601\uad6d \ud30c\uc6b4\ub4dc\uc758 \ub2e4\ub978 \uc774\ub984)\uac00 \ucd08\ubc18\uc5d0 \ud558\ub77d \uc555\ub825\uc744 \ubc1b\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub294 2025\ub144 \ub300\ubd80\ubd84 \uae30\uac04\ucc98\ub7fc \ud1b5\ud654\uc815\ucc45(\uc911\uc559\uc740\ud589\uc758 \uae08\ub9ac\u00b7\uc720\ub3d9\uc131 \uc815\ucc45)\uc774 \uace0\uc815\ub3fc \ube44\uad50\uc801 \uc548\uc815\uc801\uc774\uc5c8\ub358 \ub54c\uc640\ub294 \ub300\ube44\ub429\ub2c8\ub2e4. \uc774\ub7f0 \uacfc\uac70 \ud750\ub984\uc740 \uae08\ub9ac \uc778\ud558\uac00 \ud655\uc815\ub418\uba74 \ud30c\uc6b4\ub4dc\ud654\ub294 \ud558\ub77d \ucabd\uc73c\ub85c \uc6c0\uc9c1\uc774\uae30 \uc26c\uc6b8 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n\ud55c\ud3b8 \ub2ec\ub7ec \uc57d\uc138\ub294 \ucd5c\uadfc \uad6d\uc815\uc5f0\uc124\uc5d0\uc11c\uc758 \uad00\uc138 \uc639\ud638 \uac19\uc740 \uc815\uce58 \ub274\uc2a4(\uc815\ucc45\u00b7\uc815\uce58 \ubc1c\uc5b8\uc73c\ub85c \uc0dd\uae30\ub294 \uc2dc\uc7a5 \ubc18\uc751)\uc640 \uc5f0\uacb0\ub3fc \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \ubd88\ud655\uc2e4\uc131\uc774 \ud604\uc7ac GBP\/USD\ub97c \ub5a0\ubc1b\uce58\uace0 \uc788\uc9c0\ub9cc, \ubbf8\uad6d \uacbd\uc81c\uc9c0\ud45c\ub294 \ube44\uad50\uc801 \ud0c4\ud0c4\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 2026\ub144 2\uc6d4 \ucd08\uc5d0 \ub098\uc628 \ucd5c\uc2e0 \uace0\uc6a9\uc9c0\ud45c\ub294 \uc5ec\uc804\ud788 \ub178\ub3d9\uc2dc\uc7a5\uc774 \ud0c0\uc774\ud2b8\ud558\ub2e4(\uc77c\uc790\ub9ac\uac00 \ubd80\uc871\ud574\uc11c\uac00 \uc544\ub2c8\ub77c \uad6c\uc778 \uc218\uc694\uac00 \ucee4\uc11c \uc784\uae08 \uc0c1\uc2b9 \uc555\ub825\uc774 \uc0dd\uae30\uae30 \uc26c\uc6b4 \uc0c1\ud0dc)\ub294 \uc810\uc744 \ubcf4\uc5ec\uc92c\uace0, \uc774\ub294 \ub2ec\ub7ec\uac00 \uc57d\ud574\uc9c4\ub2e4\ub294 \ud574\uc11d\uc744 \ub354 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\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":"

\ub2ec\ub7ec \uc57d\uc138\uc5d0 GBP\/USD\uac00 1.3560 \ubd80\uadfc 5\uc77c \uc5f0\uc18d \uc0c1\uc2b9\ud588\uc9c0\ub9cc, \ud575\uc2ec \ubcc0\uc218\ub294 3\uc6d4 BoE \uae08\ub9ac\uc778\ud558 \uae30\ub300(\ud655\ub960 70%+). \uc778\ud558 \ud655\uc815 \uc2dc \ud30c\uc6b4\ub4dc \ud558\ub77d \uc555\ub825 \ucee4\uc838 \ud48b\uc635\uc158\uc774 \ub300\uc548\uc785\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-39254","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\/39254","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=39254"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39254\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39254"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39254"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}