{"id":39909,"date":"2026-03-06T13:42:43","date_gmt":"2026-03-06T13:42:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/bny%ec%9d%98-%eb%b0%a5-%ec%83%88%eb%b9%84%ec%a7%80-%ec%9c%a0%ea%b0%80-%ec%87%bc%ed%81%ac-%eb%a6%ac%ec%8a%a4%ed%81%ac-%ea%b3%bc%ec%86%8c%ed%8f%89%ea%b0%80%ec%97%90%eb%84%88\/"},"modified":"2026-03-06T13:42:43","modified_gmt":"2026-03-06T13:42:43","slug":"bny%ec%9d%98-%eb%b0%a5-%ec%83%88%eb%b9%84%ec%a7%80-%ec%9c%a0%ea%b0%80-%ec%87%bc%ed%81%ac-%eb%a6%ac%ec%8a%a4%ed%81%ac-%ea%b3%bc%ec%86%8c%ed%8f%89%ea%b0%80%ec%97%90%eb%84%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/bny%ec%9d%98-%eb%b0%a5-%ec%83%88%eb%b9%84%ec%a7%80-%ec%9c%a0%ea%b0%80-%ec%87%bc%ed%81%ac-%eb%a6%ac%ec%8a%a4%ed%81%ac-%ea%b3%bc%ec%86%8c%ed%8f%89%ea%b0%80%ec%97%90%eb%84%88\/","title":{"rendered":"BNY\uc758 \ubc25 \uc0c8\ube44\uc9c0 \u201c\uc720\uac00 \uc1fc\ud06c \ub9ac\uc2a4\ud06c \uacfc\uc18c\ud3c9\uac00\u201d\u2026\uc5d0\ub108\uc9c0\uc8fc \uac15\uc138\u00b7\uc720\uac00 \u2018\uc548\uc804\uc790\uc0b0\u2019 \ubd80\uc0c1, \uc720\uac00 100\ub2ec\ub7ec \uac00\ub2a5\uc131 \ub192\uc544"},"content":{"rendered":"BNY\ub294 \uc11d\uc720 \uacf5\uae09 \ucda9\uaca9(\uacf5\uae09\uc774 \uac11\uc790\uae30 \uc904\uc5b4 \uc720\uac00\uac00 \uae09\ub4f1\ud558\ub294 \uc0c1\ud669) \uc704\ud5d8\uc774 \uc2dc\uc7a5\uc5d0\uc11c \uc81c\ub300\ub85c \ubc18\uc601\ub418\uc9c0 \uc54a\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ub2e4\ub9cc \uc608\uce21\uc2dc\uc7a5(\ucc38\uc5ec\uc790\ub4e4\uc758 \ubca0\ud305 \uac00\uaca9\uc73c\ub85c \ud655\ub960\uc744 \ucd94\uc815\ud558\ub294 \uc2dc\uc7a5)\uc740 \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \uac00\ub2a5\uc131\uc744 50~80%\ub85c \ubcf4\uace0 \uc788\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610 \uc9c0\uc5ed \uc804\ubc18\uc5d0\uc11c \uc5d0\ub108\uc9c0\uc8fc\ub85c \uc790\uae08 \uc720\uc785\uc774 \uac15\ud588\uace0, \ubc29\uc5b4\uc790\uc0b0(\uc2dc\uc7a5 \ubd88\uc548 \uc2dc \uac00\uce58\uac00 \ube44\uad50\uc801 \uc798 \ubc84\ud2f0\ub294 \uc790\uc0b0)\uc73c\ub85c \uc6d0\uc720\ub97c \ubcf4\uc720\ud558\ub824\ub294 \uc218\uc694\ub3c4 \ub298\uc5c8\ub2e4\uace0 \uc804\ud588\ub2e4.\n\n\ubd84\uc11d\uc740 \uace0\uc720\uac00\uc758 \uc601\ud5a5\uc774 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9)\uacfc \uc218\uc694 \ud30c\uad34(\uac00\uaca9\uc774 \ub108\ubb34 \uc62c\ub77c \uc18c\ube44\u00b7\ud22c\uc790\uac00 \uc904\uc5b4\ub4dc\ub294 \ud604\uc0c1) \uc0ac\uc774\uc758 \uade0\ud615\uc5d0 \ub2ec\ub824 \uc788\ub2e4\uace0 \ubd24\ub2e4. \ub610\ud55c \uc5d0\ub108\uc9c0\uac00 \uc790\ubcf8\uc9c0\ucd9c(\uae30\uc5c5\uc774 \uc124\ube44\u00b7\uc2dc\uc124\uc5d0 \uc4f0\ub294 \ud22c\uc790)\uc744 \ub298\ub824 \uc18c\uc7ac\u00b7\uc0b0\uc5c5\uc7ac\ub85c \ud30c\uae09\ub418\uba70, \ubc29\uc0b0\uacfc \ub370\uc774\ud130\uc13c\ud130 \uac19\uc740 \ubd84\uc57c\uae4c\uc9c0 \uc5f0\uacb0\ub41c\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.\n\n

Oil Supply Shock Signals<\/h3>\n\uc6d0\uc720\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec \ubd80\uadfc\uc5d0 \uba38\ubb3c \uacbd\uc6b0(\uc6b0\ud06c\ub77c\uc774\ub098-\ub7ec\uc2dc\uc544 \uc804\uc7c1 \ucd08\uae30 \uc218\uc900\uacfc \uc720\uc0ac), \ubb3c\uac00 \uae30\ub300(\uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc774\ub77c\ub294 \uc2dc\uc7a5\uc758 \uc608\uc0c1)\uac00 \uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4. \uc774\ub294 \uae08\ub9ac\ub97c \uc624\ub798 \ub192\uac8c \uc720\uc9c0\ud558\ub294 \uc815\ucc45(\u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019)\uc744 \ub4b7\ubc1b\uce68\ud574, \uae08\ub9ac \ubcc0\ud654\uc5d0 \ubbfc\uac10\ud55c \uc131\uc7a5\uc8fc(\uba3c \ubbf8\ub798\uc758 \uc774\uc775 \uae30\ub300\uac00 \ucee4 \ud560\uc778\uc728\uc778 \uae08\ub9ac\uc5d0 \ud754\ub4e4\ub9ac\ub294 \uc8fc\uc2dd)\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \ud2b9\ud788 S&P500\uc758 44%\uac00 \uae30\uc220\uc8fc, AI(\uc778\uacf5\uc9c0\ub2a5), \uc2e0\uc6a9 \uc5f0\uacc4 \ud14c\ub9c8(\ub300\ucd9c\u00b7\ucc44\uad8c \ub4f1 \uc2e0\uc6a9 \uc5ec\uac74\uc5d0 \uc601\ud5a5\uc744 \ubc1b\ub294 \ud22c\uc790 \uc8fc\uc81c)\uc640 \uad00\ub828\ub3fc \uc788\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4.\n\n\uc720\uac00 \uacf5\uae09 \ucda9\uaca9 \uc704\ud5d8\uc740 \uc800\ud3c9\uac00\ub3fc \uc788\ub294 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. 5\uc6d4 \uc778\ub3c4\ubd84 \uc6d0\uc720 \uc120\ubb3c\uc774 \ubc30\ub7f4\ub2f9 92\ub2ec\ub7ec\ub97c \uc6c3\ub3c4\ub294 \uac00\uc6b4\ub370\uc11c\ub3c4, \uc608\uce21\uc2dc\uc7a5\uc740 \uc720\uac00\uac00 100\ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \ud655\ub960\uc744 \ucd5c\ub300 80%\uae4c\uc9c0 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc774\ub294 2025\ub144 \uc6b0\ud06c\ub77c\uc774\ub098-\ub7ec\uc2dc\uc544 \ucda9\ub3cc \ub2f9\uc2dc \ucd08\uae30 \uacf5\uae09 \ubd88\uc548(\uacf5\uae09 \ucc28\uc9c8 \uc6b0\ub824\ub85c \uac00\uaca9\uc774 \uae09\ub4f1\ud558\ub294 \uad6d\uba74)\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud558\ub294 \uc218\uc900\uc774\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc678\uac00\uaca9 \ucf5c\uc635\uc158(\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ub192\uc740 \ud589\uc0ac\uac00\uaca9\uc744 \uac00\uc9c4 \u2018\uc0c1\uc2b9 \ubca0\ud305\u2019 \uc635\uc158)\uc744 \ub9e4\uc218\ud574 \uae09\ub4f1 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5\uc774 \ud569\ub9ac\uc801\uc77c \uc218 \uc788\ub2e4.\n\n\uc5d0\ub108\uc9c0 \uc790\uc0b0\uc744 \ubcf4\uc720\ud558\ub824\ub294 \uc218\uc694\uac00 \ub69c\ub837\ud558\uac8c \ub298\uba74\uc11c, \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ubd84\uba85\ud55c \uc0c8\ub85c\uc6b4 \ud53c\ub09c\ucc98\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\ub3c4 \ub098\uc628\ub2e4. \uc5d0\ub108\uc9c0 \uc139\ud130 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uc778 XLE\ub294 2026\ub144 1\uc6d4 1\uc77c \uc774\ud6c4 \uad11\ubc94\uc704\ud55c S&P500\uc744 8%\ud3ec\uc778\ud2b8 \uc774\uc0c1 \uc55e\uc130\ub294\ub370, \uc774\ub294 \ud22c\uc790\uc790 \uc790\uae08 \uc720\uc785\uc774 \uac15\ud588\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ub2e8\uc21c\ud55c \uc811\uadfc\uc73c\ub85c\ub294 \uc6d0\uc790\uc7ac \uac00\uaca9 \uc0c1\uc2b9\uacfc \uc790\ubcf8\uc9c0\ucd9c \ud655\ub300\uc758 \uc218\ud61c\ub97c \uc9c1\uc811 \ubc1b\ub294 \uc8fc\uc694 \uc5d0\ub108\uc9c0 \uae30\uc5c5\uc758 \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uac70\ub860\ub41c\ub2e4.\n\n

Hedging For Higher Oil<\/h3>\n\ub2e4\ub9cc \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec \uadfc\ucc98\uc5d0\uc11c \uc720\uc9c0\ub418\uba74 \uc18c\ube44\uc790\uc5d0\uac8c \uc0ac\uc2e4\uc0c1 \uc138\uae08\ucc98\ub7fc \uc791\uc6a9\ud574(\uac00\ucc98\ubd84\uc18c\ub4dd\uc744 \uc904\uc5ec) \uace0\uae08\ub9ac \uc7a5\uae30\ud654 \uae30\uc870\ub97c \uac15\ud654\ud560 \uc218 \uc788\ub2e4. 2026\ub144 2\uc6d4 \ucd5c\uc2e0 \ubb3c\uac00 \uc9c0\ud45c\ub294 \uc804\ub144 \ub300\ube44 3.4%\ub85c \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc744 \ubcf4\uc5ec, \uae08\ub9ac\uc5d0 \ubbfc\uac10\ud55c \uc131\uc7a5\uc8fc\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud2b8\ub808\uc774\ub354\ub294 \ub098\uc2a4\ub2e5100\ucc98\ub7fc \uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 \uc9c0\uc218\uc5d0 \ud48b\uc635\uc158(\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158)\uc744 \ub9e4\uc218\ud574, \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc774 \ub192\uac8c \uc720\uc9c0\ub420 \ub54c\uc758 \ubd80\uc815\uc801 \uc601\ud5a5\uc744 \ubc29\uc5b4\ud558\ub294 \ubc29\uc548\ub3c4 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4.\n\n\ud5a5\ud6c4 \ubc29\ud5a5\uc740 \uacf5\uae09 \uc694\uc778\uc5d0 \ub530\ub978 \ubb3c\uac00 \uc0c1\uc2b9\uacfc \uace0\uac00\uaca9\uc73c\ub85c \uc778\ud55c \uc218\uc694 \uc704\ucd95 \uc0ac\uc774\uc758 \uade0\ud615\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \uc6d0\uc720 \ubcc0\ub3d9\uc131 \uc9c0\uc218 OVX(\uc6d0\uc720 \uc635\uc158 \uac00\uaca9\uc5d0 \ub0b4\uc7ac\ub41c \ubcc0\ub3d9\uc131, \uc989 \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \uac00\uaca9 \ud754\ub4e4\ub9bc)\ub294 6\uac1c\uc6d4\ub798 \ucd5c\uace0\uce58\ub85c \uc0c1\uc2b9\ud574, \uc2dc\uc7a5\uc774 \ud070 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub294 \uc720\uac00 ETF\uc5d0\uc11c \uc678\uac00\uaca9 \ucf5c\uacfc \uc678\uac00\uaca9 \ud48b\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud558\ub294 \u2018\ub871 \uc2a4\ud2b8\ub7ad\uae00\u2019(\uc0c1\uc2b9\u00b7\ud558\ub77d \uc5b4\ub290 \ucabd\uc774\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc774 \ub098\uc624\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc635\uc158 \uc804\ub7b5)\uc774 \ubd88\ud655\uc2e4\uc131 \uad6d\uba74\uc5d0\uc11c \ud65c\uc6a9\ub420 \uc218 \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4.\n

\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 – VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\uc720\uac00 100\ub2ec\ub7ec\u201d \uc2dc\uc7a5\uc740 \uc548\uc2ec \uc911? BNY\ub294 \uacf5\uae09\ucda9\uaca9 \uc704\ud5d8\uc774 \uc800\ud3c9\uac00\ub410\uc9c0\ub9cc \uc608\uce21\uc2dc\uc7a5\uc740 50~80% \ubc18\uc601. \uc5d0\ub108\uc9c0\uc8fc\u00b7\uc6d0\uc720 \ud53c\ub09c\ucc98 \ubd80\uc0c1, \uc778\ud50c\ub808\u00b7\uc218\uc694\ud30c\uad34 \uade0\ud615 \ub530\ub77c \uc131\uc7a5\uc8fc \ubd80\ub2f4\u00b7\uc635\uc158 \ud5e4\uc9c0 \ud544\uc694.<\/p>\n","protected":false},"author":87,"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-39909","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\/39909","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=39909"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39909\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}