{"id":39600,"date":"2026-03-04T19:44:25","date_gmt":"2026-03-04T19:44:25","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/gdp-%eb%82%98%ec%9a%b0%ec%ba%90%ec%8a%a4%ed%8a%b8%eb%a5%bc-%ed%99%9c%ec%9a%a9%ed%95%9c-%ec%a0%84%eb%a7%9d%ec%97%90-%eb%94%b0%eb%a5%b4%eb%a9%b4-dbs-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4\/"},"modified":"2026-03-04T19:44:25","modified_gmt":"2026-03-04T19:44:25","slug":"gdp-%eb%82%98%ec%9a%b0%ec%ba%90%ec%8a%a4%ed%8a%b8%eb%a5%bc-%ed%99%9c%ec%9a%a9%ed%95%9c-%ec%a0%84%eb%a7%9d%ec%97%90-%eb%94%b0%eb%a5%b4%eb%a9%b4-dbs-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/gdp-%eb%82%98%ec%9a%b0%ec%ba%90%ec%8a%a4%ed%8a%b8%eb%a5%bc-%ed%99%9c%ec%9a%a9%ed%95%9c-%ec%a0%84%eb%a7%9d%ec%97%90-%eb%94%b0%eb%a5%b4%eb%a9%b4-dbs-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4\/","title":{"rendered":"GDP \ub098\uc6b0\uce90\uc2a4\ud2b8\ub97c \ud65c\uc6a9\ud55c \uc804\ub9dd\uc5d0 \ub530\ub974\uba74, DBS \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8\ub4e4\uc740 \uc778\ub3c4\uc758 FY25 4\ubd84\uae30(\ud68c\uacc4\uc5f0\ub3c4) \uacac\uc870\ud55c \uc131\uc7a5\uc138\uac00 2026\ub144 \ucd08\uc5d0\ub294 \ub454\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4."},"content":{"rendered":"DBS\uadf8\ub8f9 \ub9ac\uc11c\uce58\uc758 \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8(\uacbd\uc81c\ub97c \ubd84\uc11d\u00b7\uc804\ub9dd\ud558\ub294 \uc804\ubb38\uac00)\ub4e4\uc740 GDP \ub098\uc6b0\uce90\uc2a4\ud2b8(\ud604\uc7ac \uc2dc\uc810\uc758 \uacbd\uc81c\uc131\uc7a5\ub960\uc744 \uc5ec\ub7ec \uc9c0\ud45c\ub85c \ube60\ub974\uac8c \ucd94\uc815\ud558\ub294) \ubaa8\ub378\uc744 \uc0ac\uc6a9\ud574 \uc778\ub3c4\uc758 \uc2e4\uc9c8 GDP(\ubb3c\uac00 \uc0c1\uc2b9\ubd84\uc744 \uc81c\uc678\ud55c \uad6d\ub0b4\ucd1d\uc0dd\uc0b0) \ud750\ub984\uc744 \ucd94\uc801\ud588\ub2e4. \uc774 \ubaa8\ub378\uc740 FY25(2025\ud68c\uacc4\uc5f0\ub3c4. \uc778\ub3c4 \ud68c\uacc4\uc5f0\ub3c4 \uae30\uc900) 4\ubd84\uae30(4Q)\uc5d0 \uc131\uc7a5\uc138\uac00 \uac15\ud588\uace0, FY26(2026\ud68c\uacc4\uc5f0\ub3c4) 1\ubd84\uae30(1Q)\uc5d0\ub294 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ub420 \uac83\uc73c\ub85c \ubcf8\ub2e4.\n\n\uc778\ub3c4\uc758 \uae30\uc900\uc5f0\ub3c4 \ubcc0\uacbd(\ud1b5\uacc4 \uae30\uc900\uc774 \ub418\ub294 \u2018\uae30\uc900\uc5f0\ub3c4\u2019\ub97c \uc0c8\ub85c \uc815\ud574 GDP\ub97c \ub2e4\uc2dc \uacc4\uc0b0\ud558\ub294 \uac83) GDP \ud1b5\uacc4\uc5d0 \ub530\ub974\uba74, \uc2e4\uc9c8 GDP\ub294 2025\ub144 10\u201312\uc6d4( FY25 4Q)\uc5d0 \uc804\ub144 \ub300\ube44 7.8% \uc99d\uac00\ud588\uace0, 2025\ub144 7\u20139\uc6d4\uc758 8.4%\uc5d0\uc11c \ub0ae\uc544\uc84c\ub2e4. \uc774 \ubd84\uae30 \uc131\uc7a5\uc5d0\ub294 \uac04\uc811\uc138(\uc18c\ube44\u00b7\uc720\ud1b5 \uacfc\uc815\uc5d0\uc11c \ubd99\ub294 \uc138\uae08) \uc81c\ub3c4 \ubcc0\ud654, \uba85\uc808 \uc218\uc694, \ub354 \uacac\uc870\ud55c \ud22c\uc790 \ud65c\ub3d9, \ub18d\ucd0c\uc758 \ub18d\uc5c5 \uc5ec\uac74 \uac1c\uc120\uc774 \uc601\ud5a5\uc744 \uc900 \uac83\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.\n\n<h3>Growth Momentum And Nowcast Signal<\/h3>\nFY26\uc758 \uae30\uc900\uc5f0\ub3c4 \ubcc0\uacbd \ud1b5\uacc4\uc5d0\uc11c\ub294 \uc2e4\uc9c8 GDP \uc131\uc7a5\ub960\uc774 \u2018\uccab \ubc88\uc9f8 \uc0ac\uc804 \ucd94\uc815\uce58(\ucd08\uae30 \ubc1c\ud45c\uce58)\u2019 7.4%\uc5d0\uc11c 7.6%\ub85c \uc218\uc815\ub410\ub2e4. \uc774\ub294 \ubcf4\uace0\uc11c\uc5d0 \uc5b8\uae09\ub41c 7.7% \uc804\ub9dd\uacfc \ube44\uc2b7\ud55c \uc218\uc900\uc774\ub2e4.\n\n\ub098\uc6b0\uce90\uc2a4\ud2b8 \ubaa8\ub378\uc740 FY26 1Q \uc131\uc7a5\ub960\uc774 7.2%\ub85c \ub454\ud654\ub420 \uac83\uc73c\ub85c \ubcf8\ub2e4. \ub454\ud654 \uc694\uc778\uc73c\ub85c\ub294 \uc0b0\uc5c5 \uc0dd\uc0b0 \ud65c\ub3d9 \uc57d\ud654, \ud654\ubb3c \uc6b4\uc1a1\ub7c9 \uac10\uc18c, \uc0c1\ud488 \uc218\ucd9c \uc57d\uc138, \uc2b9\uc6a9\ucc28\uc640 \uc0c1\uc6a9\ucc28(\uc0ac\uc5c5\uc6a9 \ucc28\ub7c9) \ud310\ub9e4 \ub454\ud654\uac00 \uac70\ub860\ub41c\ub2e4.\n\n2026\ub144(\uc5f0\uac04) \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub294 6.5%\ub85c \uc81c\uc2dc\ub410\uc73c\uba70, 7.8%\uc640 \ube44\uad50\ud574 \ub0ae\ub2e4. \uae30\uc0ac\uc5d0\uc11c\ub294 \uc774 \uc804\ub9dd\uc774 \ub354 \ub192\uc544\uc9c8 \uac00\ub2a5\uc131(\uc0c1\ubc29 \uc704\ud5d8)\ub3c4 \uc788\ub2e4\uace0 \uc5b8\uae09\ud55c\ub2e4.\n\n2025\ub144 \ub9d0\uc758 \uac15\ud55c \uc131\uc7a5\uc138\uac00 \uc62c\ud574 1\ubd84\uae30\uc5d0\ub294 \uc2dd\uae30 \uc2dc\uc791\ud588\ub2e4\ub294 \uc2e0\ud638\uac00 \ubcf4\uc778\ub2e4. \uc9c0\ub09c\ud574\uc5d0\ub294 \ube60\ub974\uac8c \ud655\uc7a5\ud588\uc9c0\ub9cc, \ud604\uc7ac \uc804\ub9dd\uc740 2026\ub144 1\u20133\uc6d4(1\ubd84\uae30) \uc131\uc7a5\ub960\uc774 \uc57d 7.2%\ub85c \uc644\ub9cc\ud574\uc9c8 \uc218 \uc788\uc74c\uc744 \uac00\ub9ac\ud0a8\ub2e4. \uc774\ub294 \uc6b0\ub9ac\uac00 \uacbd\ud5d8\ud588\ub358 \uc131\uc7a5 \ubaa8\uba58\ud140(\uc131\uc7a5 \uc18d\ub3c4\ub97c \ub354 \ubc00\uc5b4 \uc62c\ub9ac\ub294 \ud798)\uc758 \uc815\uc810\uc774 \uc774\ubbf8 \uc9c0\ub098\uac14\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\n<h3>Portfolio Hedging And Volatility Positioning<\/h3>\n\uc774\ub7f0 \ub454\ud654 \uc804\ub9dd\uc740 \ubd88\ud655\uc2e4\uc131\uc744 \ud0a4\uc6cc \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \uc624\ub974\ub0b4\ub9ac\ub294 \ud3ed)\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc778\ub3c4 VIX(\ubcc0\ub3d9\uc131 \uc9c0\uc218. \uc2dc\uc7a5\uc758 \ubd88\uc548\u00b7\uacf5\ud3ec \uc218\uc900\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 2025\ub144 4\ubd84\uae30 \uc800\uc810 \uc57d 12\uc5d0\uc11c 14.5\ub85c \uc774\ubbf8 \uc62c\ub77c\uc654\ub2e4. \ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790) \uc785\uc7a5\uc5d0\uc11c\ub294 \uc7a5\uae30 \ub9cc\uae30 \uc635\uc158 \ub9e4\uc218 \uc804\ub7b5\uc774 \ub354 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub294\ub370, \uc608\ub97c \ub4e4\uc5b4 \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc11c, \uac00\uaca9\uc774 \ud06c\uac8c \uc6c0\uc9c1\uc774\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\uc774 \uac00\uaca9 \ubcc0\ub3d9 \ud655\ub300\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n\uc804\ubc18 \uc804\ub9dd\uc744 \uace0\ub824\ud558\uba74, \ubcf4\uc720 \uc911\uc778 \ub871 \ud3ec\ud2b8\ud3f4\ub9ac\uc624(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud574 \ubcf4\uc720\ud55c \uc790\uc0b0 \ubb36\uc74c)\uc5d0 \ub300\ud55c \ud5e4\uc9c0(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798)\ub97c \uac80\ud1a0\ud560 \ud544\uc694\uac00 \uc788\ub2e4. 2026\ub144 4\uc6d4 \ub610\ub294 5\uc6d4 \ub9cc\uae30\uc758 \ub2c8\ud504\ud2f050 \ud48b\uc635\uc158(\uc9c0\uc218\uac00 \ud558\ub77d\ud558\uba74 \uc774\uc775\uc774 \ub0a0 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74, \uc7a0\uc7ac\uc801 \uc2dc\uc7a5 \uc870\uc815(\uac00\uaca9\uc774 \ub0b4\ub824\uac00\ub294 \ub418\ub3cc\ub9bc)\uc5d0 \ub300\ube44\ud558\ub294 \ube44\uad50\uc801 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc644\ucda9\uc7a5\uce58\uac00 \ub420 \uc218 \uc788\ub2e4. \uc774 \uc9c0\uc218\ub294 \uc9c0\ub09c\ud574 \uac15\ud55c \uc0c1\uc2b9 \uc774\ud6c4 \ucd5c\uadfc \uc0c1\uc2b9\uc774 \uba48\ucd98 \ubaa8\uc2b5\uc774\uba70, \ud604\uc7ac\uc758 \uc9c0\uc9c0\uc120(\uac00\uaca9\uc774 \uc798 \ubc84\ud2f0\ub294 \uad6c\uac04) \uc544\ub798\ub85c \ub0b4\ub824\uac00\uba74 \ucd94\uac00 \ud558\ub77d\uc758 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\ub2e4.\n\n\ub454\ud654\ub294 \uc790\ub3d9\ucc28, \ubb3c\ub958 \uac19\uc740 \ud2b9\uc815 \uc5c5\uc885\uc5d0\uc11c \ub354 \ub69c\ub837\ud558\ub2e4. 2026\ub144 2\uc6d4 \ucd5c\uc2e0 \ub370\uc774\ud130\uc5d0\uc11c\ub294 \uc0c1\uc6a9\ucc28 \ud310\ub9e4\uac00 \uc804\ub144 \ub300\ube44 4% \uac10\uc18c\ud574, \uc804\ub9dd\uc5d0\uc11c \uc5b8\uae09\ub41c \ud654\ubb3c \uc6b4\uc1a1 \uc57d\ud654\ub97c \ud655\uc778\ud574 \uc900\ub2e4. \uc77c\ubd80 \uc790\ub3d9\ucc28\u00b7\ubb3c\ub958 \uc885\ubaa9\uc758 \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud558\uac70\ub098, \uc790\ub3d9\ucc28 \uc9c0\uc218\uc5d0 \ub300\ud574 \ud558\ub77d \uc120\ubb3c \ud3ec\uc9c0\uc158(\uc120\ubb3c \uacc4\uc57d\uc73c\ub85c \uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158)\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n2026\ub144\uc73c\ub85c \uac08\uc218\ub85d \uc0b0\uc5c5\uc8fc\uc640 \uc218\ucd9c \ube44\uc911\uc774 \ud070 \uc885\ubaa9\ub3c4 \ucde8\uc57d\ud574 \ubcf4\uc778\ub2e4. 2026\ub144 1\uc6d4 IIP(\uc0b0\uc5c5\uc0dd\uc0b0\uc9c0\uc218. \uacf5\uc7a5\u00b7\uad11\uc5c5\u00b7\uc804\uae30 \ub4f1 \uc0dd\uc0b0 \ud65c\ub3d9 \uc218\uc900\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \uc131\uc7a5\ub960\uc774 3.5%\ub85c \ub454\ud654\ub410\uace0, 2025\ub144 \ud558\ubc18\uae30 \ud3c9\uade0 5%\ub300\uc5d0\uc11c \ub208\uc5d0 \ub744\uac8c \ub0b4\ub824\uc654\ub2e4. \uc774\ub294 \uacfc\ub3c4\ud558\uac8c \uc624\ub978(\ub2e8\uae30\uac04 \ub9ce\uc774 \uc62c\ub77c \ubd80\ub2f4\uc774 \ucee4\uc9c4) \uc0b0\uc5c5\uc8fc\uc5d0 \ub300\ud574 \ucee4\ubc84\ub4dc \ucf5c(\uc8fc\uc2dd\uc744 \ubcf4\uc720\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ucf5c\uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc775\uc744 \uc5bb\ub294 \uc804\ub7b5)\uc744 \uc368\uc11c \uc218\uc775\uc744 \ub9cc\ub4e4\uba74\uc11c\ub3c4 \uc0c1\uc2b9 \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \ubc29\ubc95\uc774 \ub354 \uc2e0\uc911\ud560 \uc218 \uc788\uc74c\uc744 \ub4b7\ubc1b\uce68\ud55c\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>\uc778\ub3c4 \uc131\uc7a5 \ud53c\ud06c\ub294 \uc9c0\ub0ac\ub098? DBS GDP \ub098\uc6b0\uce90\uc2a4\ud2b8\ub294 4Q FY25 7.8% \uae09\uc131\uc7a5 \ud6c4 1Q26 7.2% \ub454\ud654\ub97c \uc804\ub9dd. VIX \uc0c1\uc2b9 \uc18d \uc635\uc158 \ud5e4\uc9c0\u00b7\ubcc0\ub3d9\uc131 \uc804\ub7b5\uc774 \ubd80\uac01\ub41c\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":103,"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-39600","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\/39600","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\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=39600"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39600\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39600"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}