{"id":40296,"date":"2026-03-10T06:43:30","date_gmt":"2026-03-10T06:43:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/2%ec%9b%94%ec%97%90-nab%eb%8a%94-%ed%98%b8%ec%a3%bc%ec%9d%98-%ea%b8%b0%ec%97%85-%ea%b2%bd%ea%b8%b0-%ec%a7%80%ec%88%98%ea%b0%80-7%ec%9d%84-%ec%9c%a0%ec%a7%80%ed%95%98%eb%a9%b0-%ec%95%88%ec%a0%95\/"},"modified":"2026-03-10T06:43:30","modified_gmt":"2026-03-10T06:43:30","slug":"2%ec%9b%94%ec%97%90-nab%eb%8a%94-%ed%98%b8%ec%a3%bc%ec%9d%98-%ea%b8%b0%ec%97%85-%ea%b2%bd%ea%b8%b0-%ec%a7%80%ec%88%98%ea%b0%80-7%ec%9d%84-%ec%9c%a0%ec%a7%80%ed%95%98%eb%a9%b0-%ec%95%88%ec%a0%95","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/2%ec%9b%94%ec%97%90-nab%eb%8a%94-%ed%98%b8%ec%a3%bc%ec%9d%98-%ea%b8%b0%ec%97%85-%ea%b2%bd%ea%b8%b0-%ec%a7%80%ec%88%98%ea%b0%80-7%ec%9d%84-%ec%9c%a0%ec%a7%80%ed%95%98%eb%a9%b0-%ec%95%88%ec%a0%95\/","title":{"rendered":"2\uc6d4\uc5d0 NAB\ub294 \ud638\uc8fc\uc758 \uae30\uc5c5 \uacbd\uae30 \uc9c0\uc218\uac00 7\uc744 \uc720\uc9c0\ud558\uba70 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ub418\uc5c8\ub2e4\uace0 \ubcf4\uace0\ud588\ub2e4."},"content":{"rendered":"\ud638\uc8fc\ub0b4\uc154\ub110\uc624\uc2a4\ud2b8\ub808\uc77c\ub9ac\uc544\uc740\ud589(NAB, National Australia Bank)\uc758 \uc6d4\uac04 \uae30\uc5c5 \uc124\ubb38\uc870\uc0ac\uc5d0 \ub530\ub974\uba74, 2\uc6d4 \ud638\uc8fc\uc758 **\uae30\uc5c5 \ud658\uacbd**(business conditions, \uae30\uc5c5\uc758 \uc804\ubc18\uc801\uc778 \uc601\uc5c5 \uc0c1\ud669\uc744 \uc810\uc218\ub85c \ub098\ud0c0\ub0b8 \uc9c0\ud45c)\uc740 **\uc9c0\uc218 7**\ub85c **\ubcc0\ub3d9 \uc5c6\uc774 \uc720\uc9c0**\ub410\uc2b5\ub2c8\ub2e4.\n\n\ub610\ud55c \uc774 \uc124\ubb38\uc740 2\uc6d4 **\uae30\uc5c5 \uc2e0\ub8b0**(business confidence, \ud5a5\ud6c4 \uacbd\uae30\uc640 \uc0ac\uc5c5 \uc804\ub9dd\uc5d0 \ub300\ud55c \uae30\uc5c5\ub4e4\uc758 \uae30\ub300\ub97c \uc810\uc218\ub85c \ub098\ud0c0\ub0b8 \uc9c0\ud45c)\ub97c \uac19\uc740 \uc9c0\uc218 \ubc29\uc2dd\uc73c\ub85c \ubc1c\ud45c\ud588\uc73c\uba70, **\uac70\ub798**(trading, \ub9e4\ucd9c\uacfc \uac70\ub798 \ud65c\ub3d9 \uc218\uc900), **\uc218\uc775\uc131**(profitability, \uc774\uc775\uc744 \ub0b4\ub294 \ub2a5\ub825), **\uace0\uc6a9**(employment, \uace0\uc6a9 \uc218\uc900\uacfc \ucc44\uc6a9 \ucd94\uc138) \uac19\uc740 \ud56d\ubaa9\ub3c4 \ud568\uaed8 \uce21\uc815\ud588\uc2b5\ub2c8\ub2e4.\n\n

\uae30\uc5c5 \ud658\uacbd, \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0<\/h3>\n\ucd5c\uc2e0 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 2\uc6d4 \ud638\uc8fc\uc758 \uae30\uc5c5 \ud658\uacbd\uc740 **+7**\ub85c **\uc720\uc9c0**\ub410\uc73c\uba70, \uc774\ub294 \uc5ec\uc804\ud788 **\uc7a5\uae30 \ud3c9\uade0**(long-run average, \uc624\ub79c \uae30\uac04\uc758 \ud3c9\uade0 \uc218\uc900)\ubcf4\ub2e4 \ub192\uc740 \uc218\uc900\uc785\ub2c8\ub2e4. \uc774\ub294 \uacbd\uc81c\uac00 \ud06c\uac8c \ub098\uc058\uc9c0\ub294 \uc54a\uc9c0\ub9cc, **\ucd94\uc138\uac00 \ub2f9\ubd84\uac04 \uba48\ucd98 \uc0c1\ud0dc**(momentum has plateaued, \uc131\uc7a5\u00b7\uac1c\uc120 \uc18d\ub3c4\uac00 \ub354 \ube68\ub77c\uc9c0\uc9c0 \uc54a\uace0 \uc815\uccb4\ub428)\uc784\uc744 \ub73b\ud569\ub2c8\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc740 \ud638\uc8fc\uc911\uc559\uc740\ud589\uc778 **\ud638\uc8fc\uc900\ube44\uc740\ud589(RBA, Reserve Bank of Australia)**\uc774 \uac00\uae4c\uc6b4 \uc2dc\uc77c \ub0b4 **\ud1b5\ud654\uc815\ucc45**(monetary policy, \uae08\ub9ac \uc870\uc815 \ub4f1\uc73c\ub85c \ubb3c\uac00\uc640 \uacbd\uae30\ub97c \uc870\uc808\ud558\ub294 \uc815\ucc45)\uc744 \ubc14\uafc0 \uac00\ub2a5\uc131\uc744 \ub0ae\ucda5\ub2c8\ub2e4.\n\n2025\ub144 \ub9d0\ub85c \ub3cc\uc544\uac00 \ubcf4\uba74, **\uc778\ud50c\ub808\uc774\uc158**(inflation, \ubb3c\uac00\uac00 \uc804\ubc18\uc801\uc73c\ub85c \uc624\ub974\ub294 \ud604\uc0c1)\uc740 \ub454\ud654\ud588\uc9c0\ub9cc **4\ubd84\uae30 CPI**(Q4 CPI, 4\ubd84\uae30 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \uc18c\ube44\uc790\uac00 \uc0ac\ub294 \ubb3c\uac74\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 **3.8%**\ub85c \ub192\uac8c \ub098\uc640 RBA\uac00 \uc6c0\uc9c1\uc774\uae30 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uae30\uc5c5 \ud658\uacbd\uc774 \uc88b\uc544\uc9c0\uae30\ubcf4\ub2e4\ub294 \uc720\uc9c0\ub418\ub294 \uc218\uc900\uc774\uc5b4\uc11c, **\uc2a4\uc651 \uc2dc\uc7a5**(swaps market, \uae08\ub9ac \ub4f1\uc744 \uc11c\ub85c \uad50\ud658\ud558\ub294 \uacc4\uc57d\uc774 \uac70\ub798\ub418\ub294 \uc2dc\uc7a5)\uc5d0\uc11c\uc758 \uac00\uaca9\ub3c4 \uc911\uc559\uc740\ud589\uc758 **\uae34 \ub3d9\uacb0**(prolonged pause, \uae08\ub9ac\ub97c \uc624\ub798 \uc720\uc9c0\ud558\ub294 \uc0c1\ud0dc)\uc744 \uacc4\uc18d \ubc18\uc601\ud560 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 **\ub2e8\uae30 \uae08\ub9ac \ubcc0\ub3d9\uc131 \ub9e4\ub3c4**(selling short-dated interest rate volatility, \uac00\uae4c\uc6b4 \ub9cc\uae30\uc758 \uae08\ub9ac \ubcc0\ub3d9\uc131\uc5d0 \u2018\uac00\uaca9 \ubcc0\ub3d9\uc774 \ud06c\uc9c0 \uc54a\uc744 \uac83\u2019\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uac00 \ub354 \ub9e4\ub825\uc801\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ud638\uc8fc\ub2ec\ub7ec\uc758 \ubc29\ud5a5\uc740 \uad6d\ub0b4 \uc548\uc815\uc131\ubcf4\ub2e4\ub294, \uace7 \ub098\uc62c **\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uc9c0\ud45c** \uac19\uc740 **\ub300\uc678 \uc694\uc778**(external events, \ud574\uc678 \uacbd\uc81c\u00b7\uc815\ucc45 \ub274\uc2a4)\uc5d0 \ub354 \ud06c\uac8c \uc88c\uc6b0\ub420 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4. \uac15\ud55c \uad6d\ub0b4 \uc7ac\ub8cc\uac00 \ubd80\uc871\ud558\uba74 **AUD\/USD \uc635\uc158**(AUD\/USD options, \ud638\uc8fc\ub2ec\ub7ec\/\ubbf8\uad6d\ub2ec\ub7ec \ud658\uc728\uc744 \ub300\uc0c1\uc73c\ub85c \ud55c \uc120\ud0dd\uad8c \uacc4\uc57d)\uc5d0\uc11c **\ub0b4\uc7ac \ubcc0\ub3d9\uc131**(implied volatility, \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58\u2019)\uc774 \ub0ae\uc544\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \ud658\uc728\uc774 \ud070 \ubc94\uc704\ub85c \uc6c0\uc9c1\uc774\uc9c0 \uc54a\ub294 \uc0c1\ud669\uc5d0\uc11c \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uac70\ub798\ub97c \uc9e4 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc8fc\uac00\uc9c0\uc218 \ud30c\uc0dd\uc0c1\ud488 \uce21\uba74\uc5d0\uc11c\ub294, \uc774\ubc88\ucc98\ub7fc \uc9c0\ud45c\uac00 \uc548\uc815\uc801\uc774\uba74 \uc2dc\uc7a5\uc774 \uae09\ub77d\ud560 \uac00\ub2a5\uc131\uc744 \uc904\uc774\ub294 **\ubc14\ub2e5**(floor, \ud558\ub77d\uc744 \ub9c9\uc544\uc8fc\ub294 \uc218\uc900)\uc740 \ub420 \uc218 \uc788\uc9c0\ub9cc, \ud070 \uc0c1\uc2b9\u00b7\ud558\ub77d\uc744 \ub9cc\ub4dc\ub294 **\uacc4\uae30**(catalyst, \uac15\ud55c \ubc29\ud5a5\uc131\uc744 \ub9cc\ub4dc\ub294 \uc0ac\uac74)\ub294 \ubd80\uc871\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c **ASX 200**(\ud638\uc8fc \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\uc774 \uc77c\uc815\ud55c \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc77c \uac00\ub2a5\uc131\uc774 \ucee4 \ubcf4\uc774\uba70, **\ucee4\ubc84\ub4dc \ucf5c \ub9e4\ub3c4**(selling covered calls, \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ucf5c\uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5)\ub098 **\uc544\uc774\uc5b8 \ucf58\ub3c4\uc5b4**(iron condors, \uc704\u00b7\uc544\ub798 \uc77c\uc815 \ubc94\uc704 \uc548\uc5d0 \uba38\ubb3c\uba74 \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158 \uc870\ud569 \uc804\ub7b5)\uac00 \ub354 \uc124\ub4dd\ub825 \uc788\ub294 \uc120\ud0dd\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uac70\ub798\ub294 \uac00\uaca9\uc774 \ud6a1\ubcf4\ud560 \ub54c\uc640 **\uc2dc\uac04\uac00\uce58 \uac10\uc18c**(time decay, \uc2dc\uac04\uc774 \uc9c0\ub0a0\uc218\ub85d \uc635\uc158 \uac00\uce58\uac00 \uc904\uc5b4\ub4dc\ub294 \uc131\uc9c8)\ub97c \ud65c\uc6a9\ud569\ub2c8\ub2e4.\n\n

\ubc94\uc704 \ub0b4 \uc6c0\uc9c1\uc784\uc5d0\uc11c\uc758 \uae30\ud68c<\/h3>\n\n\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\ud638\uc8fc \uae30\uc5c5 \uccb4\uac10\uacbd\uae30, \ubc18\uc804 \uc5c6\uc744\uae4c? NAB \uc124\ubb38\uc5d0\uc11c 2\uc6d4 \uae30\uc5c5\uc5ec\uac74 \uc9c0\uc218\ub294 +7\ub85c \uc548\uc815, \uc790\uc2e0\uac10\ub3c4 \ube44\uc2b7\ud574 RBA \uc815\ucc45\ubcc0\ud654 \uae30\ub300 \uc57d\ud654. AUD\u00b7ASX200\uc740 \ubc15\uc2a4\uad8c, \ubcc0\ub3d9\uc131 \ub9e4\ub3c4 \uae30\ud68c. – 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-40296","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\/40296","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=40296"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40296\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}