{"id":39602,"date":"2026-03-04T20:44:07","date_gmt":"2026-03-04T20:44:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/2%ec%9b%94-%eb%af%b8%ea%b5%ad-sp-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%84%9c%eb%b9%84%ec%8a%a4%ec%97%85-pmi%eb%8a%94-51-7%eb%a1%9c-%ec%a7%91%ea%b3%84%eb%90%98%ec%96%b4-%ec%8b%9c%ec%9e%a5-%ec%98%88\/"},"modified":"2026-03-04T20:44:07","modified_gmt":"2026-03-04T20:44:07","slug":"2%ec%9b%94-%eb%af%b8%ea%b5%ad-sp-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%84%9c%eb%b9%84%ec%8a%a4%ec%97%85-pmi%eb%8a%94-51-7%eb%a1%9c-%ec%a7%91%ea%b3%84%eb%90%98%ec%96%b4-%ec%8b%9c%ec%9e%a5-%ec%98%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/2%ec%9b%94-%eb%af%b8%ea%b5%ad-sp-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%84%9c%eb%b9%84%ec%8a%a4%ec%97%85-pmi%eb%8a%94-51-7%eb%a1%9c-%ec%a7%91%ea%b3%84%eb%90%98%ec%96%b4-%ec%8b%9c%ec%9e%a5-%ec%98%88\/","title":{"rendered":"2\uc6d4 \ubbf8\uad6d S&#038;P \uae00\ub85c\ubc8c \uc11c\ube44\uc2a4\uc5c5 PMI\ub294 51.7\ub85c \uc9d1\uacc4\ub418\uc5b4, \uc2dc\uc7a5 \uc608\uc0c1\uce58 52.3\uc744 \ud558\ud68c\ud588\ub2e4."},"content":{"rendered":"S&#038;P Global \ubbf8\uad6d \uc11c\ube44\uc2a4 PMI\ub294 2\uc6d4\uc5d0 51.7\ub85c \ub098\uc654\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc608\uc0c1\uce58 52.3\ubcf4\ub2e4 \ub0ae\uc2b5\ub2c8\ub2e4.\n\n2\uc6d4 \uc11c\ube44\uc2a4 \uc9c0\ud45c\ub294 \uacbd\uc81c\uac00 \uc6b0\ub9ac\uac00 \uc0dd\uac01\ud55c \uac83\ubcf4\ub2e4 \ub354 \ub290\ub9ac\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub294 \ucd5c\uadfc\uc758 \u201c\uacbd\uc81c\uac00 \uac15\ud55c \uc18d\ub3c4\ub97c \uc720\uc9c0\ud55c\ub2e4\u201d\ub294 \ud750\ub984\uc5d0 \uc758\ubb38\uc744 \uc81c\uae30\ud558\uba70, 1\ubd84\uae30 \uc131\uc7a5 \uc18d\ub3c4\ub97c \ub2e4\uc2dc \ud310\ub2e8\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc774\ubc88\ucc98\ub7fc \uc608\uc0c1\uc5d0 \ubabb \ubbf8\uce5c \ub2e8\uc77c \uc9c0\ud45c\ub9cc\uc73c\ub85c\ub3c4 \uc2dc\uc7a5\uc5d0\ub294 \uacbd\uacc4\uc2ec\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<h3>\uacbd\uc81c \ubaa8\uba58\ud140 \uc7ac\ud3c9\uac00<\/h3>\n\uc774\ubc88 \ub454\ud654\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Federal Reserve, Fed)\uac00 \ub192\uc740 \uae08\ub9ac\ub97c \uc624\ub798 \uc720\uc9c0\ud574\uc57c \ud55c\ub2e4\ub294 \uc555\ubc15\uc744 \ub0ae\ucda5\ub2c8\ub2e4. (\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\ub294 \ubbf8\uad6d\uc758 \uc911\uc559\uc740\ud589\uc73c\ub85c, \uae30\uc900\uae08\ub9ac\ub97c \uc870\uc815\ud574 \uacbd\uae30\uc640 \ubb3c\uac00\uc5d0 \uc601\ud5a5\uc744 \uc90d\ub2c8\ub2e4.) \uc2dc\uc7a5\uc740 2026\ub144 3\ubd84\uae30\uae4c\uc9c0 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \ub354 \ub192\uac8c \ubc18\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Fed funds futures(\uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c: \ubbf8\ub798\uc758 \ubbf8\uad6d \uae30\uc900\uae08\ub9ac \uc218\uc900\uc744 \uac70\ub798\ub85c \ubc18\uc601\ud558\ub294 \uc0c1\ud488)\ub294 \uc774\uc81c \uae08\ub9ac \uc778\ud558 \ud655\ub960\uc744 \uac70\uc758 60%\ub85c \ubcf4\uc5ec\uc8fc\uba70, \uc9c0\ub09c\uc8fc 45%\uc5d0\uc11c \uc62c\ub790\uc2b5\ub2c8\ub2e4. (\uae08\ub9ac \uc778\ud558\ub294 \ubcf4\ud1b5 \uacbd\uae30 \ub454\ud654 \uc2e0\ud638\uc640 \ud568\uaed8 \ub098\ud0c0\ub098\uba70, \uae08\ub9ac\ub97c \uc62c\ub9ac\ub824\ub294 \ub9e4\ud30c\uc801(hawkish: \uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub192\uc740 \uae08\ub9ac\ub97c \uc720\uc9c0\ud558\ub824\ub294) \ud0dc\ub3c4\ub294 \ub098\uc62c \uac00\ub2a5\uc131\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.)\n\n\uc774\ubc88 PMI \ubcf4\uace0\uc11c\ub294 2026\ub144 1\uc6d4\uc758 \uc608\uc0c1\ubcf4\ub2e4 \uc57d\ud55c \uc18c\ub9e4\ud310\ub9e4(\uc18c\ube44\uc790\uac00 \uc0c1\uc810\uc5d0\uc11c \uc0b0 \ucd1d\ud310\ub9e4\uc561)\uc640, \uc8fc\uac04 \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c(\uc2e4\uc9c1\uc790\uac00 \uc2e4\uc5c5\uc218\ub2f9\uc744 \uc2e0\uccad\ud55c \uac74\uc218) \uc99d\uac00\uc640\ub3c4 \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \ucd5c\uadfc \ud55c \ub2ec \ud3c9\uade0\uc740 22\ub9cc \uac74\uc785\ub2c8\ub2e4. \uc774\ub7f0 \ud750\ub984\uc740 2025\ub144 \ub9d0\uc5d0 \ubcf4\uc600\ub358 \uc608\uc0c1 \ubc16\uc758 \uac15\ud55c \ud798\uc774 \uc57d\ud574\uc9c0\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ub354 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. (\ubcc0\ub3d9\uc131\uc740 \uac00\uaca9\uc774 \uc704\uc544\ub798\ub85c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4\uc785\ub2c8\ub2e4.)\n\n\uc774\ub97c \uace0\ub824\ud558\uba74, \ud604\uc7ac 14 \uc218\uc900\uc778 VIX \uc9c0\uc218 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5\uc774 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4. (VIX\ub294 S&#038;P 500\uc758 \uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uacc4\uc0b0\ud558\ub294 \u201c\uacf5\ud3ec\uc9c0\uc218\u201d\ub85c, \uc2dc\uc7a5\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.) VIX \ucf5c\uc635\uc158\uc774\ub098 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ucf5c\uc635\uc158\uc744 \uc0ac\uace0 \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ud30c\ub294 \uc870\ud569)\ub294 \uc774\ub7f0 \ubd88\ud655\uc2e4\uc131\uc5d0\uc11c \uc774\uc775\uc744 \ub178\ub9b4 \uc218 \uc788\ub294 \uc9c1\uc811\uc801\uc778 \ubc29\ubc95\uc785\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uc2dc\uc7a5\uc774 \ub454\ud654 \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud558\uba74\uc11c \uc9c0\uc218\uac00 17~19 \uad6c\uac04\uc744 \uc2dc\ud5d8\ud560 \uc218 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4. (\ucf5c\uc635\uc158\uc740 \ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac, \uc2a4\ud504\ub808\ub4dc\ub294 \ube44\uc6a9\uacfc \uc190\uc775\uc744 \uc870\uc808\ud558\ub294 \uc635\uc158 \uc870\ud569\uc785\ub2c8\ub2e4.)\n\n\uc8fc\uc2dd\uc9c0\uc218 \ud2b8\ub808\uc774\ub354\uc5d0\uac8c\ub294 \ub354 \ubc29\uc5b4\uc801\uc778 \uc804\ub7b5\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. S&#038;P 500\uacfc \ub098\uc2a4\ub2e5 100 ETF(\uc5ec\ub7ec \uc885\ubaa9\uc744 \ubb36\uc5b4 \uc9c0\uc218\ub97c \ub530\ub77c\uac00\ub3c4\ub85d \ub9cc\ub4e0 \uc0c1\uc7a5\ud380\ub4dc)\uc758 \ud48b\uc635\uc158\uc744 \ud5e4\uc9c0(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4) \ub610\ub294 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158\uc73c\ub85c \uace0\ub824\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub3c4 2025\ub144 2\ubd84\uae30\uc640 \uac19\uc740 \uacbd\uae30 \ub0c9\uac01 \uad6c\uac04\uc5d0\uc11c\ub294 \uc8fc\uc694 \uc9c0\uc218\uac00 \ubc14\ub2e5\uc744 \ucc3e\uae30 \uc804 5~7% \ud558\ub77d(\uc870\uc815)\ud55c \uc0ac\ub840\uac00 \uc788\uc2b5\ub2c8\ub2e4. (\ud48b\uc635\uc158\uc740 \ud2b9\uc815 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\uc785\ub2c8\ub2e4.)\n\n\uae08\ub9ac \ud558\ub77d \uc804\ub9dd\uc740 \uae08\ub9ac\uc5d0 \ubbfc\uac10\ud55c \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uce58\uc5d0 \ub530\ub77c \uac00\uaca9\uc774 \uc6c0\uc9c1\uc774\ub294 \uacc4\uc57d)\uc5d0\uc11c\ub3c4 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. TLT \uac19\uc740 \uc7a5\uae30 \uad6d\ucc44 ETF(\ub9cc\uae30\uac00 \uae34 \ubbf8\uad6d \uad6d\ucc44\ub97c \ub2f4\uc740 ETF)\uc5d0 \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\uba74, \uacbd\uc81c \uc57d\ud654\ub85c \uae08\ub9ac\uac00 \ub0b4\ub824\uac00\uace0(\uc218\uc775\ub960 \ud558\ub77d) \ucc44\uad8c \uac00\uaca9\uc774 \uc624\ub97c \ub54c \uc218\uc775 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. (\ucc44\uad8c \uc218\uc775\ub960\uacfc \uac00\uaca9\uc740 \ubcf4\ud1b5 \ubc18\ub300\ub85c \uc6c0\uc9c1\uc785\ub2c8\ub2e4.) \uc774\ub294 \ub2ec\ub7ec \uc57d\uc138 \uac00\ub2a5\uc131\ub3c4 \uc2dc\uc0ac\ud558\ubbc0\ub85c, \ub2ec\ub7ec \ubc18\ub300 \ud3ec\uc9c0\uc158\ub3c4 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<h3>\uae08\ub9ac \ubcc0\ub3d9\uc131 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\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>2\uc6d4 S&#038;P Global \ubbf8\uad6d \uc11c\ube44\uc2a4 PMI\uac00 \uc608\uc0c1(52.3)\ubcf4\ub2e4 \ub0ae\uc740 51.7\ub85c \ub454\ud654\u2014\uc131\uc7a5 \ubaa8\uba58\ud140 \uc7ac\ud3c9\uac00\uac00 \ubd88\uac00\ud53c\ud569\ub2c8\ub2e4. \uc5f0\uc900 \uae34\ucd95 \uc555\ub825 \uc644\ud654\ub85c 2026\ub144 3\ubd84\uae30 \uae08\ub9ac\uc778\ud558 \ud655\ub960\uc774 \uae09\ub4f1\ud558\uba70 \ubcc0\ub3d9\uc131 \ud655\ub300, VIX \uc0c1\uc2b9\u00b7\uc8fc\uc2dd \ubc29\uc5b4(\ud48b), \uc7a5\uae30\ucc44(TLT) \uac15\uc138\u00b7\ub2ec\ub7ec \uc57d\uc138 \ud3ec\uc9c0\uc158\uc774 \uc720\ud6a8\ud569\ub2c8\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-39602","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\/39602","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=39602"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39602\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39602"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39602"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39602"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}