{"id":39603,"date":"2026-03-04T20:44:29","date_gmt":"2026-03-04T20:44:29","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%a2%85%ed%95%a9-pmi%eb%8a%94-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%eb%b0%91%eb%8f%8c%ec%95%84-%ec%98%88%ec%83%81-52-3-%eb%8c%80\/"},"modified":"2026-03-04T20:44:29","modified_gmt":"2026-03-04T20:44:29","slug":"2%ec%9b%94-%eb%af%b8%ea%b5%ad-sp-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%a2%85%ed%95%a9-pmi%eb%8a%94-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%eb%b0%91%eb%8f%8c%ec%95%84-%ec%98%88%ec%83%81-52-3-%eb%8c%80","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%a2%85%ed%95%a9-pmi%eb%8a%94-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%eb%b0%91%eb%8f%8c%ec%95%84-%ec%98%88%ec%83%81-52-3-%eb%8c%80\/","title":{"rendered":"2\uc6d4 \ubbf8\uad6d S&#038;P \uae00\ub85c\ubc8c \uc885\ud569 PMI\ub294 \uc608\uc0c1\uce58\ub97c \ubc11\ub3cc\uc544, \uc608\uc0c1 52.3 \ub300\ube44 51.9\ub97c \uae30\ub85d\ud588\ub2e4."},"content":{"rendered":"\ubbf8\uad6d **S&#038;P Global(\uc5d0\uc2a4\uc564\ud53c \uae00\ub85c\ubc8c) \uc885\ud569 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218)**\ub294 2\uc6d4\uc5d0 **51.9**\ub85c \ubc1c\ud45c\ub410\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \uc608\uc0c1\uce58 **52.3**\ubcf4\ub2e4 \ub0ae\uc558\uc2b5\ub2c8\ub2e4.\n\n**50\uc744 \ub118\uc73c\uba74 \uacbd\uae30 \ud655\uc7a5(\uacbd\uc81c \ud65c\ub3d9 \uc99d\uac00)**, **50\ubcf4\ub2e4 \ub0ae\uc73c\uba74 \uacbd\uae30 \uc218\ucd95(\uacbd\uc81c \ud65c\ub3d9 \uac10\uc18c)**\uc744 \ub73b\ud569\ub2c8\ub2e4. **51.9**\ub294 \uc5ec\uc804\ud788 **\ud655\uc7a5 \uad6c\uac04**\uc785\ub2c8\ub2e4.\n\n<h3>\uc885\ud569 PMI\ub294 \ub354 \ub290\ub9b0 \uc131\uc7a5\uc744 \uc2dc\uc0ac<\/h3>\n2\uc6d4 S&#038;P \uc885\ud569 PMI\ub294 \uacbd\uc81c\uac00 \uacc4\uc18d \uc131\uc7a5\ud558\uace0 \uc788\uc9c0\ub9cc, \uc608\uc0c1\ubcf4\ub2e4 **\uc18d\ub3c4\uac00 \ub290\ub9ac\ub2e4**\ub294 \ub73b\uc785\ub2c8\ub2e4. \uc2e4\uc81c \uc218\uce58 51.9\uac00 \uc608\uc0c1 52.3\uc744 \ubc11\ub3cc\uba74\uc11c, **2025\ub144 \ub9d0\uc758 \uac15\ud55c \ud750\ub984(\uacbd\uc81c \ubaa8\uba58\ud140: \uc131\uc7a5\uc758 \ucd94\uc9c4\ub825)**\uc774 \uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc2e0\ud638\uac00 \ucc98\uc74c\uc73c\ub85c \ub69c\ub837\ud574\uc84c\uc2b5\ub2c8\ub2e4. 1\uc6d4\uc5d0\ub294 PMI\uac00 **52.9**\ub85c \ub354 \ub192\uc558\uae30 \ub54c\ubb38\uc5d0, \uc131\uc7a5 \uc18d\ub3c4\uac00 **\ub454\ud654(\uac10\uc18d)**\ud558\uace0 \uc788\ub2e4\ub294 \ud750\ub984\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7f0 \ub454\ud654\ub294 2025\ub144 \ub0b4\ub0b4 \ube44\uad50\uc801 \uafb8\uc900\ud55c \uc131\uc7a5 \uc774\ud6c4\uc5d0 \ub098\uc654\uace0, \uadf8\ub3d9\uc548 **\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed, \ubbf8 \uc911\uc559\uc740\ud589)**\ub294 **\uae08\ub9ac(\uc774\uc790\uc728)**\uc5d0 \ub300\ud574 \uac15\ud55c \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud574 \uc654\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc **\uace0\uc6a9 \ubcf4\uace0\uc11c(\uc77c\uc790\ub9ac \ud1b5\uacc4)**\ub294 \uc5ec\uc804\ud788 \ub098\uc058\uc9c0 \uc54a\uc558\uc9c0\ub9cc, **\uc5f0\uac04 \uc784\uae08 \uc0c1\uc2b9\ub960**\uc774 **3.9%**\ub85c \ub454\ud654\ud588\uace0, \ucd5c\uadfc **\uc18c\ub9e4\ud310\ub9e4(\uc18c\ube44 \uc9c0\ud45c)**\ub294 \ubcc0\ud654\uac00 \uac70\uc758 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 **\ub192\uc740 \uae08\ub9ac**\uac00 \uae30\uc5c5\uacfc \uc18c\ube44\uc790 \ud65c\ub3d9\uc744 **\uc11c\uc11c\ud788 \uc555\ubc15**\ud558\uae30 \uc2dc\uc791\ud588\ub2e4\ub294 \ub73b\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc2dc\uc7a5\uc740 \uc5ec\ub984\uae4c\uc9c0 **\ud55c \ucc28\ub840 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1(\uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \uac83, rate hike)** \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud574 \uc654\uc9c0\ub9cc, \uc774\ubc88 PMI \uc218\uce58\ub85c \uadf8 \uc608\uc0c1\uc774 \ud754\ub4e4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc0dd\uac01 \ubcc0\ud654\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 **\ubd88\ud655\uc2e4\uc131**\uc744 \ud0a4\uc6b0\uace0, **\uc790\uc0b0\uad70(\uc8fc\uc2dd\u00b7\ucc44\uad8c\u00b7\uc6d0\uc790\uc7ac \ub4f1 \uc11c\ub85c \ub2e4\ub978 \ud22c\uc790 \ub300\uc0c1)** \uc804\ubc18\uc758 **\uac00\uaca9 \uc7ac\uc870\uc815(\uc7ac\ud3c9\uac00, repricing: \uc0c8 \uc815\ubcf4\uc5d0 \ub9de\ucdb0 \uac00\uaca9\uc774 \ub2e4\uc2dc \ub9de\ucdb0\uc9c0\ub294 \uac83)**\uc744 \ubd80\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 **\ucd9c\ub801\uc784(\ubcc0\ub3d9\uc131: \uac00\uaca9\uc774 \uc790\uc8fc \ud06c\uac8c \uc6c0\uc9c1\uc774\ub294 \uc131\uc9c8)**\uc744 \ub354 \ubcf4\uc77c \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7f0 \ub454\ud654\ub97c \uace0\ub824\ud558\uba74, **S&#038;P 500** \uac19\uc740 \uc8fc\uc694 \uc9c0\uc218\uc5d0 \ub300\ud574 **\ud48b\uc635\uc158(put option: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ub098\uc911\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\ub85c, \uc2dc\uc7a5 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\uac70\ub098 \ud558\ub77d\uc5d0 \ubca0\ud305\ud560 \ub54c \uc0ac\uc6a9)** \ub9e4\uc218\ub97c \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc804\ub7b5\uc740 \ud22c\uc790\uc790\ub4e4\uc774 \uc57d\ud574\uc9c4 \uacbd\uae30 \uc804\ub9dd\uc744 \ubc18\uc601\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \uc2dc\uc7a5\uc774 \ud558\ub77d\ud560 \ub54c \uc774\uc775\uc744 \ub178\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ubcf4\uc720 \uc911\uc778 **\ub871 \ud3ec\uc9c0\uc158(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud55c \ubcf4\uc720 \ud3ec\uc9c0\uc158)**\uc744 **\ud5e4\uc9c0(hedge: \uc190\uc2e4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4)**\ud558\ub294 \ubc29\ubc95\uc774\uac70\ub098, \ub2e8\uae30 \uc870\uc815\uc744 \uc608\uc0c1\ud558\ub294 **\ud22c\uae30(\uc9e7\uc740 \uae30\uac04 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ub178\ub9bc)** \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<h3>Fed\uac00 \ube44\ub458\uae30\ud30c\ub85c \ubc14\ub00c\uba74 \uac00\ub2a5\ud55c \ucc44\uad8c \uac70\ub798<\/h3>\n\uacfc\uac70\uc5d0\ub294 \uacbd\uae30 \ub454\ud654 \uc2e0\ud638\uac00 \ub098\uc624\uba74 Fed\uac00 **\uae08\ub9ac \uc778\uc0c1 \uc0ac\uc774\ud074(\uc5f0\uc18d\uc801\uc778 \uae08\ub9ac \uc778\uc0c1 \ud750\ub984)**\uc744 \uba48\ucd94\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc558\uace0, \uc774\ub294 \ubcf4\ud1b5 **\ucc44\uad8c\uc5d0 \uc720\ub9ac(\ucc44\uad8c \uac00\uaca9 \uc0c1\uc2b9, bull: \uac00\uaca9\uc774 \uc624\ub974\uae30 \uc26c\uc6b4 \ud658\uacbd)**\ud588\uc2b5\ub2c8\ub2e4. 2018\ub144 \ub9d0\uc5d0\ub3c4 \uc57d\ud574\uc9c0\ub294 PMI\uac00 Fed\uc758 **\uc815\ucc45 \uc804\ud658(pivot: \uae08\ub9ac \uc778\uc0c1\uc5d0\uc11c \uc911\ub2e8\/\uc644\ud654 \ucabd\uc73c\ub85c \ubc29\ud5a5\uc744 \ubc14\uafb8\ub294 \uac83)**\ubcf4\ub2e4 \uba3c\uc800 \ub098\ud0c0\ub0ac\uace0, \uc774\ud6c4 **\uad6d\ucc44**\uac00 \ud06c\uac8c \uc62c\ub790\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c **10\ub144 \ub9cc\uae30 \ubbf8\uad6d \uad6d\ucc44\uc120\ubb3c(\/ZN)**\uc744 **\ub9e4\uc218(\ub871: \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305)**\ud574, **\uae08\ub9ac \ud558\ub77d \uac00\ub2a5\uc131**\uc5d0 \ub300\ube44\ud558\ub294 \ubc29\uc548\uc744 \uace0\ub824\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124<\/a>\ud558\uace0\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uc9c0\uae08 \uac70\ub798\ub97c \uc2dc\uc791<\/a>\ud558\uc138\uc694. <\/b>\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>\ubbf8\uad6d \uacbd\uae30, \uaebe\uc774\uae30 \uc2dc\uc791\ud588\ub098? 2\uc6d4 S&#038;P \uae00\ub85c\ubc8c \ud569\uc131 PMI 51.9\ub85c \uc608\uc0c1\uce58 52.3 \ud558\ud68c, 1\uc6d4 52.9 \ub300\ube44 \ub454\ud654. \uae08\ub9ac \ubd80\ub2f4\uc5d0 \uc784\uae08\u00b7\uc18c\ube44 \ub454\ud654, Fed \ucd94\uac00 \uc778\uc0c1 \uae30\ub300 \ud754\ub4e4\ub824 \ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5. &#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-39603","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\/39603","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=39603"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39603\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39603"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39603"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39603"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}