{"id":39688,"date":"2026-03-05T15:44:49","date_gmt":"2026-03-05T15:44:49","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%a9%95%ec%8b%9c%ec%bd%94%ec%9d%98-%ec%86%8c%eb%b9%84%ec%9e%90-%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98%ea%b0%80-44-5%eb%a1%9c-%ec%86%8c%ed%8f%ad-%ec%83%81%ec%8a%b9%ed%95%b4-2%ec%9b%94%ec%9d%98\/"},"modified":"2026-03-05T15:44:49","modified_gmt":"2026-03-05T15:44:49","slug":"%eb%a9%95%ec%8b%9c%ec%bd%94%ec%9d%98-%ec%86%8c%eb%b9%84%ec%9e%90-%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98%ea%b0%80-44-5%eb%a1%9c-%ec%86%8c%ed%8f%ad-%ec%83%81%ec%8a%b9%ed%95%b4-2%ec%9b%94%ec%9d%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a9%95%ec%8b%9c%ec%bd%94%ec%9d%98-%ec%86%8c%eb%b9%84%ec%9e%90-%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98%ea%b0%80-44-5%eb%a1%9c-%ec%86%8c%ed%8f%ad-%ec%83%81%ec%8a%b9%ed%95%b4-2%ec%9b%94%ec%9d%98\/","title":{"rendered":"\uba55\uc2dc\ucf54\uc758 \uc18c\ube44\uc790 \uc2e0\ub8b0\uc9c0\uc218\uac00 44.5\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud574 2\uc6d4\uc758 \uc774\uc804 \uc218\uce58\uc778 44.3\uc5d0\uc11c \uc57d\uac04 \uac1c\uc120\ub410\ub2e4."},"content":{"rendered":"\uba55\uc2dc\ucf54\uc758 \uc18c\ube44\uc790 \uc2e0\ub8b0\uc9c0\uc218(\uc18c\ube44\uc790\uac00 \uacbd\uc81c\ub97c \uc5bc\ub9c8\ub098 \uc88b\uac8c \ub290\ub07c\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 2\uc6d4\uc5d0 44.5\ub85c \uc62c\ub77c, \uc804\uc6d4 44.3\uc5d0\uc11c \uc0c1\uc2b9\ud588\ub2e4.\n\n\uc99d\uac00 \ud3ed\uc740 0.2\ud3ec\uc778\ud2b8\ub85c, \uc804\uc6d4 \ub300\ube44 \uccb4\uac10 \uacbd\uae30\uac00 \uc18c\ud3ed \uac1c\uc120\ub410\uc74c\uc744 \ub73b\ud55c\ub2e4.\n\n\uc6b0\ub9ac\ub294 2\uc6d4 \uc18c\ube44\uc790 \uc2e0\ub8b0\uc9c0\uc218 44.5\ub97c \uba55\uc2dc\ucf54 \uacbd\uc81c\uc5d0 \ub300\ud55c \uc791\uc9c0\ub9cc \uae0d\uc815\uc801\uc778 \uc2e0\ud638\ub85c \ubcf8\ub2e4. \uc774 \uc18c\ud3ed \uc0c1\uc2b9\uc740 \uad6d\ub0b4 \uc218\uc694(\uba55\uc2dc\ucf54 \uc548\uc5d0\uc11c\uc758 \uc18c\ube44\u00b7\uc9c0\ucd9c)\uac00 \ud0c4\ud0c4\ud558\ub2e4\ub294 \ub73b\uc774\uba70, \uc774\ub294 \uba55\uc2dc\ucf54 \ud398\uc18c(MXN)\uc758 \uac00\uce58\ub97c \ubc1b\uccd0\uc8fc\ub294 \ud558\ubc29 \uc9c0\uc9c0 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4. \uc774\ub7f0 \uc548\uc815\uc740 \uc6b0\ub9ac\uc758 \ub2e8\uae30 \uc804\ub9dd\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\ub2e4.\n\n2025\ub144 \ub0b4\ub0b4 \uac15\uc138\ub97c \ubcf4\uc600\ub358 \ud398\uc18c\ub294 \uc774\ub7f0 \uad6d\ub0b4 \uccb4\ub825\uc758 \ub3c4\uc6c0\uc744 \ubc1b\ub294\ub2e4. \uba55\uc2dc\ucf54 \uc911\uc559\uc740\ud589\uc778 \ubc14\ub2c9\uc2dc\ucf54(Banxico)\uac00 2\uc6d4 \ud68c\uc758\uc5d0\uc11c \uae30\uc900\uae08\ub9ac(\uc911\uc559\uc740\ud589\uc774 \uc815\ud558\ub294 \ub300\ud45c \uae08\ub9ac)\ub97c 11.00%\ub85c \uc720\uc9c0\ud558\uba74\uc11c, \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\uc5d0 \ud22c\uc790\ud574 \uae08\ub9ac \ucc28\uc774\ub85c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uac70\ub798)\uc758 \ub9e4\ub825\uc740 \uc5ec\uc804\ud788 \ud06c\ub2e4. \ubb3c\uac00\uc0c1\uc2b9\ub960(\uc778\ud50c\ub808\uc774\uc158: \ubb3c\uac00\uac00 \uc804\ubc18\uc801\uc73c\ub85c \uc624\ub974\ub294 \uc18d\ub3c4)\uc774 4.1%\uae4c\uc9c0 \ub0b4\ub824\uc628 \uc810\uc744 \uac10\uc548\ud558\uba74, \ud2b8\ub808\uc774\ub354\ub294 MXN \ucf5c\uc635\uc158(call option: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ud65c\uc6a9\ud574 \ub2ec\ub7ec\ub2f9 17.30\ubcf4\ub2e4 \ub354 \uac15\ud55c \uc218\uc900(\uc989, \ud398\uc18c \uac15\uc138)\uc744 \ubaa9\ud45c\ub85c \ud560 \uc218 \uc788\ub2e4.\n\n\uc774 \uc18c\ube44\uc790 \ub099\uad00\uc740 \ud604\uc9c0 \uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\ub3c4 \uae0d\uc815\uc801(\uac15\uc138) \uc2e0\ud638\uc774\uba70, \ud2b9\ud788 IPC \uc9c0\uc218(\uba55\uc2dc\ucf54 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\uc5d0 \ud3ec\ud568\ub41c \uc720\ud1b5(\uc18c\ub9e4)\uacfc \uae08\uc735 \uc5c5\uc885\uc5d0 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. \uc6b0\ub9ac\ub294 2025\ub144\uc5d0 \ud574\uc678\uc9c1\uc811\ud22c\uc790(FDI: \uc678\uad6d \uae30\uc5c5\u00b7\ud22c\uc790\uc790\uac00 \uba55\uc2dc\ucf54\uc5d0 \uacf5\uc7a5\u00b7\uc124\ube44\u00b7\uc9c0\ubd84 \ub4f1\uc744 \uc9c1\uc811 \ud22c\uc790\ud55c \ub3c8)\uac00 400\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc73c\uba70 \uc0ac\uc0c1 \ucd5c\uace0\ub97c \uae30\ub85d\ud55c \uac83\uc744 \ubd24\ub294\ub370, \uc774\ub294 \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1(nearshoring: \uacf5\uae09\ub9dd\uc744 \ubbf8\uad6d \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5\uacfc \uac00\uae4c\uc6b4 \ub098\ub77c\ub85c \uc62e\uae30\ub294 \ud750\ub984) \uc601\ud5a5\uc774 \ucef8\ub2e4. \uc774\ubc88 \uc2e0\ub8b0\uc9c0\ud45c\ub294 \uadf8 \ud6a8\uacfc\uac00 \ub300\uc911\uc5d0\uac8c\ub3c4 \uccb4\uac10\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. 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