{"id":40144,"date":"2026-03-09T12:45:35","date_gmt":"2026-03-09T12:45:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8f%85%ec%9d%bc%ec%9d%98-%ea%b3%84%ec%a0%88%ec%a1%b0%ec%a0%95-%ea%b8%b0%ec%a4%80-%ec%9b%94%ea%b0%84-%ea%b3%b5%ec%9e%a5-%ec%88%98%ec%a3%bc%ea%b0%80-1%ec%9b%94%ec%97%90-7-8%ec%97%90%ec%84%9c-11-1\/"},"modified":"2026-03-09T12:45:35","modified_gmt":"2026-03-09T12:45:35","slug":"%eb%8f%85%ec%9d%bc%ec%9d%98-%ea%b3%84%ec%a0%88%ec%a1%b0%ec%a0%95-%ea%b8%b0%ec%a4%80-%ec%9b%94%ea%b0%84-%ea%b3%b5%ec%9e%a5-%ec%88%98%ec%a3%bc%ea%b0%80-1%ec%9b%94%ec%97%90-7-8%ec%97%90%ec%84%9c-11-1","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8f%85%ec%9d%bc%ec%9d%98-%ea%b3%84%ec%a0%88%ec%a1%b0%ec%a0%95-%ea%b8%b0%ec%a4%80-%ec%9b%94%ea%b0%84-%ea%b3%b5%ec%9e%a5-%ec%88%98%ec%a3%bc%ea%b0%80-1%ec%9b%94%ec%97%90-7-8%ec%97%90%ec%84%9c-11-1\/","title":{"rendered":"\ub3c5\uc77c\uc758 \uacc4\uc808\uc870\uc815 \uae30\uc900 \uc6d4\uac04 \uacf5\uc7a5 \uc218\uc8fc\uac00 1\uc6d4\uc5d0 7.8%\uc5d0\uc11c -11.1%\ub85c \uae09\ub77d\ud588\ub2e4."},"content":{"rendered":"\ub3c5\uc77c\uc758 1\uc6d4 \uacf5\uc7a5 \uc2e0\uaddc\uc8fc\ubb38(factory orders, \uc81c\uc870\uc5c5\uccb4\uac00 \uc0c8\ub85c \ubc1b\uc740 \uc8fc\ubb38)\uc740 \uc804\uc6d4 \ub300\ube44 11.1% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c1\uc804 \uae30\uac04\uc5d0 7.8% \uc99d\uac00\ud55c \ub4a4\uc5d0 \ub098\uc628 \uacb0\uacfc\uc785\ub2c8\ub2e4.\n\n\uc774 \uc218\uce58\ub294 \uc804\uc6d4 \ub300\ube44 \ud750\ub984\uc774 \u2018\uc99d\uac00 \u2192 \uac10\uc18c\u2019\ub85c \uae09\uaca9\ud788 \ubc14\ub00c\uc5c8\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc989, \uc5f0\ucd08\uc5d0 \ub3c5\uc77c \uc81c\uc870\uc5c5\uccb4\uc758 \uc2e0\uaddc \uc8fc\ubb38 \uc720\uc785(\uc8fc\ubb38 \uc811\uc218)\uc774 \uc57d\ud574\uc84c\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.\n\n<h3>\ub3c5\uc77c \uc0b0\uc5c5, \uac11\uc791\uc2a4\ub7ec\uc6b4 \ud0c0\uaca9<\/h3>\n1\uc6d4 \uacf5\uc7a5 \uc2e0\uaddc\uc8fc\ubb38\uc774 -11.1%\ub85c \ub5a8\uc5b4\uc9c0\uba74\uc11c, \ub3c5\uc77c \uc0b0\uc5c5 \ubd80\ubb38(\uacf5\uc7a5 \uc911\uc2ec\uc758 \uc81c\uc870\uc5c5)\uc774 \ud06c\uace0 \uc608\uc0c1 \ubc16\uc73c\ub85c \uc704\ucd95\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. 12\uc6d4\uc758 \uc131\uc7a5\uc5d0\uc11c \uc774\ub807\uac8c \uae09\ubc18\uc804\ud588\ub2e4\ub294 \uc810\uc740 \uc720\ub7fd \ucd5c\ub300 \uacbd\uc81c\uad8c\uc778 \ub3c5\uc77c\uc758 \uacbd\uae30 \ub454\ud654\uac00 \ub69c\ub837\ud558\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4. \uc774\ub294 \ud55c \ubc88\uc758 \uc22b\uc790\uc5d0 \uadf8\uce58\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. 2\uc6d4 \ubc1c\ud45c\ub41c HCOB \ub3c5\uc77c \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218, \uae30\uc5c5 \uad6c\ub9e4\u00b7\uc0dd\uc0b0 \ub2f4\ub2f9\uc790 \uc124\ubb38\uc744 \uc810\uc218\ub85c \ub9cc\ub4e0 \uacbd\uae30\uc9c0\ud45c)\ub3c4 \uce68\uccb4\ub97c \ud655\uc778\ud574\uc92c\uc2b5\ub2c8\ub2e4. PMI\ub294 43.5\ub85c 6\uac1c\uc6d4 \ub9cc\uc758 \ucd5c\uc800\uce58\uc600\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc73c\ub85c PMI\ub294 50\ubcf4\ub2e4 \ub0ae\uc73c\uba74 \uacbd\uae30\uac00 \uc904\uc5b4\ub4dc\ub294 \ucabd(\uc704\ucd95)\uc744 \ub73b\ud569\ub2c8\ub2e4.\n\n\uc774\ub7f0 \ud750\ub984\uc740 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \uc720\ub85c\ud654(Euro) \uc57d\uc138 \uc804\ub9dd(\uac00\uaca9\uc774 \ub0b4\ub824\uac08 \uac00\ub2a5\uc131)\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub85c\ub294 \ubbf8\uad6d \ub2ec\ub7ec \ub300\ube44 \uc57d\ud574\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\uba70, \ud2b9\ud788 \ubbf8\uad6d \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(non-farm payrolls, \ub18d\uc5c5\uc744 \uc81c\uc678\ud55c \uc2e0\uaddc \uace0\uc6a9\uc790 \uc218)\uac00 25\ub9cc \uac1c \uc774\uc0c1 \uc77c\uc790\ub9ac\uac00 \ub298\uc5b4\ub098\ub294 \ub4f1 \ub178\ub3d9\uc2dc\uc7a5\uc774 \uac15\ud558\ub2e4\ub294 \uc810\uc774 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ud798\uc744 \ubcf4\ud0ed\ub2c8\ub2e4. \ud22c\uc790\uc790(\ud2b8\ub808\uc774\ub354)\ub294 EUR\/USD(\uc720\ub85c\/\ub2ec\ub7ec \ud658\uc728) \ud558\ub77d\uc5d0 \ub300\ube44\ud574 \ud48b\uc635\uc158(put option, \uc77c\uc815 \uac00\uaca9\uc5d0 \u2018\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\u2019. \uac00\uaca9 \ud558\ub77d \uc2dc \uc774\uc775\uc744 \uae30\ub300\ud558\ub294 \uc0c1\ud488)\uc744 \uace0\ub824\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc8fc\uc2dd \ud22c\uc790\uc790(Equity traders)\uc5d0\uac8c\ub294 \ub3c5\uc77c DAX \uc9c0\uc218(\ub3c5\uc77c \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\uac00 \ud2b9\ud788 \ucde8\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. DAX\ub294 \uc0b0\uc5c5\u00b7\uc81c\uc870 \ub300\uae30\uc5c5 \ube44\uc911\uc774 \ub192\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc2e0\uaddc\uc8fc\ubb38 \ubd80\uc9c4\uc740 \uc9c0\uc218 \ub0b4 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc2e4\uc801 \uc804\ub9dd(earnings forecasts, \uc55e\uc73c\ub85c \ubc8c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc774\uc775)\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \uc90d\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c DAX \uc9c0\uc218 \uc120\ubb3c(DAX index futures, \ubbf8\ub798\uc758 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uc9c0\uc218\ub97c \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc5d0 \ub300\ud55c \ud48b\uc635\uc158 \ub9e4\uc218, \ub610\ub294 \uc9c0\uc218\ub97c \ub530\ub77c\uac00\ub294 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc, \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc5d0 \ub300\ud55c \ud48b\uc635\uc158 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7f0 \uacbd\uae30 \uc57d\ud654\ub294 \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB)\uc774 \ub354 \ube44\ub458\uae30\ud30c(dovish, \uae08\ub9ac \uc778\ud558\u00b7\uc644\ud654\uc801 \uc815\ucc45\uc744 \uc120\ud638\ud558\ub294 \uc131\ud5a5)\ub85c \uae30\uc6b8 \uac00\ub2a5\uc131\uc744 \ud0a4\uc6c1\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc62c\ud574 \ud6c4\ubc18 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uad6d\ucc44 \uae08\ub9ac(government bond yields, \uc815\ubd80\uac00 \ubc1c\ud589\ud55c \ucc44\uad8c\uc758 \uc218\uc775\ub960\ub85c \uae08\ub9ac \uc218\uc900\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc5d0\ub3c4 \ub4dc\ub7ec\ub0a9\ub2c8\ub2e4. \ub3c5\uc77c 2\ub144\ubb3c \uad6d\ucc44(Bund, \ub3c5\uc77c \uc815\ubd80\uac00 \ubc1c\ud589\ud55c \uad6d\ucc44) \uc218\uc775\ub960\uc740 \uc774\ubbf8 15bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, \uae08\ub9ac 0.01%p) \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c\ub294 \ub3c5\uc77c \uad6d\ucc44 \uc120\ubb3c(German bond futures, \uad6d\ucc44\ub97c \ubbf8\ub798 \uc2dc\uc810\uc5d0 \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc744 \ub9e4\uc218\ud558\ub294 \ub871 \ud3ec\uc9c0\uc158(long position, \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158)\uc774 \ud558\ub77d \uad6d\uba74\uc5d0 \ub300\ud55c \ud5e4\uc9c0(hedge, \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uc218\ub2e8)\ub85c \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<h3>\uacfc\uac70 \ud328\ud134\uc740 \uacbd\uace0\ub97c \ubcf4\ub0c4<\/h3>\n\uacfc\uac70\ub97c \ubcf4\uba74 2025\ub144 3\ubd84\uae30\uc5d0 \ube44\uc2b7\ud55c \ud750\ub984\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub2f9\uc2dc \uc0b0\uc5c5\uc0dd\uc0b0(industrial production, \uacf5\uc7a5\uc5d0\uc11c \uc2e4\uc81c\ub85c \uc0dd\uc0b0\ub41c \ubb3c\ub7c9 \uc9c0\ud45c) \uc9c0\ud45c\uac00 \uc57d\ud558\uac8c \uc774\uc5b4\uc9c4 \ub4a4, \uc2dc\uc7a5 \uc870\uc815(market correction, \ub2e8\uae30\uac04 \ud558\ub77d\uc73c\ub85c \uacfc\uc5f4\uc774 \uc2dd\ub294 \uacfc\uc815)\uc73c\ub85c DAX\uac00 \uc774\ud6c4 \ud55c \ub2ec \ub3d9\uc548 \uac70\uc758 5% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uc9c0\ud45c \ud750\ub984\ub3c4 \ube44\uc2b7\ud574 \ubcf4\uc774\uba70, \uc2e0\uc911\ud568\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc2e0\ud638\ub85c \ubcfc \uc218 \uc788\uc2b5\ub2c8\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>\ub3c5\uc77c \uc81c\uc870\uc5c5\uc5d0 \u2018\uae09\ube0c\ub808\uc774\ud06c\u2019\uac00 \uac78\ub838\ub2e4: 1\uc6d4 \uacf5\uc7a5\uc8fc\ubb38 -11.1%\ub85c 12\uc6d4 +7.8%\uc5d0\uc11c \uae09\ubc18\uc804, PMI\ub3c4 43.5\ub85c \ud558\ub77d. \uc720\ub85c \uc57d\uc138\u00b7DAX \ucde8\uc57d\u00b7ECB \uc644\ud654 \uae30\ub300 \ud655\uc0b0. &#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-40144","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\/40144","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=40144"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40144\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40144"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40144"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}