{"id":40384,"date":"2026-03-10T17:43:52","date_gmt":"2026-03-10T17:43:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac%eb%8a%94-%ec%98%81%ea%b5%ad-%eb%8b%a8%ea%b8%b0%ea%b8%88%eb%a6%ac-%ea%b5%ac%ea%b0%84%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%9e%ac%ea%b0%80%ea%b2%a9\/"},"modified":"2026-03-10T17:43:52","modified_gmt":"2026-03-10T17:43:52","slug":"%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac%eb%8a%94-%ec%98%81%ea%b5%ad-%eb%8b%a8%ea%b8%b0%ea%b8%88%eb%a6%ac-%ea%b5%ac%ea%b0%84%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%9e%ac%ea%b0%80%ea%b2%a9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac%eb%8a%94-%ec%98%81%ea%b5%ad-%eb%8b%a8%ea%b8%b0%ea%b8%88%eb%a6%ac-%ea%b5%ac%ea%b0%84%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%9e%ac%ea%b0%80%ea%b2%a9\/","title":{"rendered":"\ub3c4\uc774\uccb4\ubc29\ud06c\ub294 \uc601\uad6d \ub2e8\uae30\uae08\ub9ac \uad6c\uac04\uc758 \ub9e4\ud30c\uc801 \uc7ac\uac00\uaca9\ud654\uac00 \ud30c\uc6b4\ub4dc\ud654\ub97c \ub04c\uc5b4\uc62c\ub9ac\uba70, \uc55e\uc11c \ud615\uc131\ub410\ub358 \uc601\ub780\uc740\ud589\uc758 \ube44\ub458\uae30\ud30c\uc801 \uc804\ub9dd\uc744 \ub418\ub3cc\ub838\ub2e4\uace0 \ubc1d\ud614\ub2e4."},"content":{"rendered":"\ub3c4\uc774\uccb4\ubc29\ud06c(Deutsche Bank)\ub294 \uc601\uad6d\uc758 **\ub2e8\uae30 \uae08\ub9ac(\ud504\ub7f0\ud2b8\uc5d4\ub4dc \uae08\ub9ac: 1~2\ub144 \ub4f1 \uc9e7\uc740 \ub9cc\uae30\uc758 \uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601\ud558\ub294 \uae08\ub9ac)**\uac00 G10(\uc8fc\uc694 10\uac1c \uc120\uc9c4\uad6d) \uc911\uc559\uc740\ud589 \uac00\uc6b4\ub370 **\uac00\uc7a5 \ud06c\uac8c \ub9e4\ud30c\uc801\uc73c\ub85c(\ub9e4\ud30c\uc801: \uae08\ub9ac \uc778\uc0c1 \ub610\ub294 \uae08\ub9ac \uc778\ud558\ub97c \ub2a6\ucd94\ub824\ub294 \uae34\ucd95 \uc131\ud5a5) \uc7ac\uac00\uaca9\ud654(repricing: \uc2dc\uc7a5\uc774 \uae08\ub9ac \uc804\ub9dd\uc744 \uc0c8\ub85c \ubc18\uc601\ud574 \uac00\uaca9\u00b7\uae08\ub9ac\ub97c \ub2e4\uc2dc \ub9e4\uae30\ub294 \uac83)** \ub410\ub2e4\uace0 \ub9d0\ud588\ub2e4. \uc774\ub85c \uc778\ud574 \uc601\ub780\uc740\ud589(BoE, Bank of England)\uc5d0 \ub300\ud574 \uc774\uc804\uc5d0 \uc2dc\uc7a5\uc774 \ubc18\uc601\ud558\ub358 **\ube44\ub458\uae30\ud30c\uc801(dovish: \uae08\ub9ac \uc778\ud558 \ub4f1 \uc644\ud654 \uc131\ud5a5)** \uc804\ub9dd\uc774 \uc904\uc5c8\ub2e4. \ub610\ud55c \uc774 \uc6c0\uc9c1\uc784\uc774 \ucd5c\uadfc **\ud30c\uc6b4\ub4dc\ud654(sterling: \uc601\uad6d \ud30c\uc6b4\ub4dc)**\ub97c \uc9c0\uc9c0\ud55c \uc694\uc778\uacfc \uc5f0\uacb0\ub3fc \uc788\uc73c\uba70, **\uc20f \ucee4\ubc84\ub9c1(short-covering: \ud558\ub77d\uc5d0 \ubca0\ud305\ud55c \ub9e4\ub3c4 \ud3ec\uc9c0\uc158\uc744 \ub418\uc0ac\uc11c \uc815\ub9ac\ud558\ub294 \uac83)**\ub3c4 \ud568\uaed8 \uc791\uc6a9\ud588\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.\n\n\ub3c4\uc774\uccb4\ubc29\ud06c\ub294 \uc9c0\ub09c\ub2ec \ub9d0 \uae30\uc900\uc73c\ub85c BoE\uc5d0 \ub300\ud574 \uc2dc\uc7a5\uc774 \ub3d9\uc885 \uc911\uc559\uc740\ud589\ub4e4\ubcf4\ub2e4 \ub354 \uc644\ud654\uc801\uc73c\ub85c \ubc18\uc601\ud588\uc73c\uba70, **\uae30\uc900\uae08\ub9ac \uc778\ud558\ub97c 2\ud68c \uc774\uc0c1(\ub450 \ubc88 \uc774\uc0c1\uc758 \u20180.25%p \uc778\ud558\u2019 \uac19\uc740 \uc778\ud558) \ubc18\uc601**\ud558\uace0 \uc788\uc5c8\ub2e4\uace0 \ud588\ub2e4. \ub610 \uc774\ub97c **\ud604\ubb3c \uc2e4\uc9c8\uae08\ub9ac(spot real rate: \uba85\ubaa9 \uc815\ucc45\uae08\ub9ac\uc5d0\uc11c \ucd5c\uadfc 6\uac1c\uc6d4 \ud575\uc2ec CPI \uc0c1\uc2b9\ub960\uc744 \uc5f0\uc728\ub85c \ud658\uc0b0\ud55c \uac12\uc744 \ube80 \uac83)**\uc640 \ube44\uad50\ud588\ub2e4.\n\n<h3>Market Pricing Shifts<\/h3>\n\ub3c4\uc774\uccb4\ubc29\ud06c\ub294 \uc791\uc131 \uc2dc\uc810 \uae30\uc900\uc73c\ub85c \uc2dc\uc7a5\uc774 1\ub144 \uc804\uccb4\uc5d0 \ub300\ud574 **10bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8: 0.01%p) \uc870\uae08 \ub118\ub294 \uc778\ud558**\ub9cc \ubc18\uc601\ud558\uace0 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4. \uc774 \ubcc0\ud654\ub294 **\uc778\ud50c\ub808\uc774\uc158 \uae30\ub300(\uc0ac\ub78c\ub4e4\uacfc \uc2dc\uc7a5\uc774 \uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc5bc\ub9c8\ub098 \uc624\ub97c\uc9c0 \uc608\uc0c1\ud558\ub294 \uac83)**\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\uc744 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824 \ub54c\ubb38\uc774\uba70, \uadf8 \uacb0\uacfc BoE\uac00 **\uc5d0\ub108\uc9c0 \uac00\uaca9 \ucda9\uaca9(energy shock: \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uae09\ub4f1\u00b7\uae09\ub77d\ud574 \ubb3c\uac00\uc5d0 \ucda9\uaca9\uc744 \uc8fc\ub294 \uc0c1\ud669)**\uc744 \uc77c\uc2dc\uc801\uc774\ub77c\uace0 \ubcf4\uace0 \uc778\ud558\ub97c \uacc4\uc18d\ud558\uae30\uac00 \uc5b4\ub824\uc6b8 \uc218 \uc788\ub2e4\uace0 \ubd24\ub2e4.\n\n\ub610\ud55c **\uad50\uc5ed\uc870\uac74(terms of trade: \uc218\ucd9c \uac00\uaca9\uacfc \uc218\uc785 \uac00\uaca9\uc758 \uad00\uacc4, \ub610\ub294 \uadf8 \ubcc0\ud654\uac00 \ud55c \ub098\ub77c\uc758 \uad6c\ub9e4\ub825\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5)** \ud6a8\uacfc\uac00 \ud1b5\ud654 \uac04 \uc0c1\ub300\uc801 \uc6c0\uc9c1\uc784\uc758 \ud575\uc2ec \ub3d9\uc778\uc774\uc5c8\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4. \uc601\uad6d\uc758 \uc7ac\uac00\uaca9\ud654 \uaddc\ubaa8\uac00 \ub2e4\ub978 \ub098\ub77c\ub4e4\ubcf4\ub2e4 \ucef8\uace0, **\uc20f \ud3ec\uc9c0\uc158 \uccad\uc0b0(short-position unwinds: \ub9e4\ub3c4 \ud3ec\uc9c0\uc158\uc744 \uc904\uc774\uac70\ub098 \ub2eb\ub294 \uac83)**\uc774 \uacb9\uce58\uba74\uc11c \ub2e8\uae30\uc801\uc73c\ub85c \ud30c\uc6b4\ub4dc\ub97c \uc9c0\uc9c0\ud588\ub2e4\uace0 \ud588\ub2e4.\n\n\ub2e4\ub9cc \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub354 \ub5a8\uc5b4\uc9c0\uace0 \ub2e8\uae30 \uae08\ub9ac\uac00 \ub418\ub3cc\ub824\uc9c0\uba74(\uc2dc\uc7a5 \uae30\ub300\uac00 \ub2e4\uc2dc \u2018\ub354 \ud070 \uae08\ub9ac \uc778\ud558\u2019 \ucabd\uc73c\ub85c \uc6c0\uc9c1\uc774\uba74) \uadf8 \uc9c0\uc9c0 \uc694\uc778\uc774 \uc0ac\ub77c\uc9c8 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\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>\u201c\ud30c\uc6b4\ub4dc \ubc18\ub4f1, \uc624\ub798\uac08\uae4c?\u201d \ub3c4\uc774\uce58\ubc29\ud06c\ub294 \uc601\uad6d \uc804\ub2e8 \uae08\ub9ac\uac00 G10 \uc911 \uac00\uc7a5 \ub9e4\ud30c\uc801\uc73c\ub85c \uc7ac\uac00\uaca9\ub418\uba70 BoE \uc778\ud558 \uae30\ub300\uac00 \uae09\uac10\ud588\uace0, \uc1fc\ud2b8\ucee4\ubc84\ub9c1\uacfc \ud568\uaed8 \ud30c\uc6b4\ub4dc\ub97c \uc9c0\uc9c0\ud588\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4. \uc5d0\ub108\uc9c0 \ud558\ub77d \uc2dc \ubc18\uc804 \uacbd\uace0. &#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-40384","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\/40384","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=40384"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40384\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40384"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40384"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}