{"id":40415,"date":"2026-03-10T20:44:18","date_gmt":"2026-03-10T20:44:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%a0%9c%ec%9d%b8-%ed%8f%b4%eb%a6%ac-%ec%98%81%ea%b5%ad%ec%9d%98-%ec%9c%84%ed%97%98%ec%9d%80-%ec%97%ac%ec%a0%84%ed%9e%88-%eb%86%92%ec%95%84\/"},"modified":"2026-03-10T20:44:18","modified_gmt":"2026-03-10T20:44:18","slug":"%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%a0%9c%ec%9d%b8-%ed%8f%b4%eb%a6%ac-%ec%98%81%ea%b5%ad%ec%9d%98-%ec%9c%84%ed%97%98%ec%9d%80-%ec%97%ac%ec%a0%84%ed%9e%88-%eb%86%92%ec%95%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%a0%9c%ec%9d%b8-%ed%8f%b4%eb%a6%ac-%ec%98%81%ea%b5%ad%ec%9d%98-%ec%9c%84%ed%97%98%ec%9d%80-%ec%97%ac%ec%a0%84%ed%9e%88-%eb%86%92%ec%95%84\/","title":{"rendered":"\ub77c\ubcf4\ubc45\ud06c\uc758 \uc81c\uc778 \ud3f4\ub9ac: \uc601\uad6d\uc758 \uc704\ud5d8\uc740 \uc5ec\uc804\ud788 \ub192\uc544\u2026 \uc5d0\ub108\uc9c0 \ucda9\uaca9\uc774 CPI\ub97c \ub04c\uc5b4\uc62c\ub824 \uc601\ub780\uc740\ud589\uc758 \uc644\ud654 \uc5ec\uc9c0\ub97c \uc81c\uc57d\ud560 \uc218 \uc788\uc5b4"},"content":{"rendered":"\ub77c\ubcf4\ubc45\ud06c(Rabobank)\ub294 \ucd5c\uadfc \ud30c\uc6b4\ub4dc(\uc601\uad6d \ud1b5\ud654)\uac00 \ube44\uad50\uc801 \uc798 \ubc84\ud17c\uc9c0\ub9cc, \uc601\uad6d \uad00\ub828 \uc704\ud5d8\uc740 \uc5ec\uc804\ud788 \ud06c\ub2e4\uace0 \ub9d0\ud55c\ub2e4. \ub610 \uc5d0\ub108\uc9c0 \ucda9\uaca9(\uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uac11\uc790\uae30 \ud06c\uac8c \uc624\ub974\ub294 \uc0c1\ud669)\uc774 \ubc1c\uc0dd\ud558\uba74 \uc5f0\uc911(\uc911\ubc18)\uae4c\uc9c0 \uc601\uad6d \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI: \uc18c\ube44\uc790\uac00 \uc2e4\uc81c\ub85c \uc0ac\ub294 \ubb3c\uac74\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ub3d9) \uc0c1\uc2b9\ub960\uc774 \uc57d 65bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8: 0.01%\ud3ec\uc778\ud2b8, 65bp=0.65%\ud3ec\uc778\ud2b8) \ub192\uc544\uc9c8 \uc218 \uc788\uc73c\uba70, \uc601\ub780\uc740\ud589(BoE: Bank of England)\uc774 \uae08\ub9ac\ub97c \ub0b4\ub9b4 \uc218 \uc788\ub294 \uc5ec\uc9c0\ub97c \uc904\uc77c \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud55c\ub2e4.\n\n\uc774 \uc740\ud589\uc740 \uc720\uac00\uc640 \uac00\uc2a4 \uac00\uaca9 \uc0c1\uc2b9\uc774 \ubb3c\uac00, \uc131\uc7a5, \uc7ac\uc815(\uc815\ubd80\uc758 \uc138\uc785\u00b7\uc9c0\ucd9c)\uc5d0\ub294 \uc5b4\ub5a4 \uc704\ud5d8\uc774 \ub418\ub294\uc9c0 \uc815\ub9ac\ud588\ub2e4. \ub610\ud55c 2022\ub144 9\uc6d4 \ud2b8\ub7ec\uc2a4(Truss) \u2018\ubbf8\ub2c8 \uc608\uc0b0\u2019(\uac10\uc138\u00b7\uc7ac\uc815\uc548 \ubc1c\ud45c\ub85c \uc2dc\uc7a5\uc774 \ud06c\uac8c \ud754\ub4e4\ub9b0 \uc0ac\uac74) \uc774\ud6c4 \uc601\uad6d\uc758 \uc7ac\uc815\uc815\ucc45\uc5d0 \ub300\ud55c \uac10\uc2dc\uac00 \uacc4\uc18d \uac15\ud558\ub2e4\uace0 \uc9c0\uc801\ud55c\ub2e4. \ub192\uc740 \uacf5\uacf5\ubd80\ucc44\uc640 \uae38\ud2b8(gilt: \uc601\uad6d \uc815\ubd80\uac00 \ubc1c\ud589\ud558\ub294 \uad6d\ucc44) \uc2dc\uc7a5\uc758 \ubbfc\uac10\uc131(\uc791\uc740 \ucda9\uaca9\uc5d0\ub3c4 \uac00\uaca9\u00b7\uae08\ub9ac\uac00 \ud06c\uac8c \uc6c0\uc9c1\uc774\ub294 \uc131\ud5a5)\ub3c4 \ud568\uaed8 \uc5b8\uae09\ud55c\ub2e4.\n\n<h3>\uc5d0\ub108\uc9c0 \uac00\uaca9: \ubb3c\uac00\uc640 \uc131\uc7a5 \uc704\ud5d8<\/h3>\n\ub77c\ubcf4\ubc45\ud06c\ub294 \uac00\uc2a4 \uac00\uaca9 \uae09\ub4f1\uc774 \uc624\ub798\uac00\uba74 \uc7ac\ubb34\uc7a5\uad00\uc758 \u2018\uc7ac\uc815 \uc5ec\ub825\u2019(fiscal headroom: \uc7ac\uc815 \uaddc\uce59\uc744 \uc9c0\ud0a4\uba74\uc11c\ub3c4 \ucd94\uac00 \uc9c0\ucd9c\u00b7\uac10\uc138\ub97c \ud560 \uc218 \uc788\ub294 \ub0a8\ub294 \uacf5\uac04)\uc774 \uc904\uace0, \uc131\uc7a5\uc5d0\ub3c4 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud55c\ub2e4. \uc5d0\ub108\uc9c0 \uc704\uae30(\uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1\uacfc \uacf5\uae09 \ubd88\uc548)\uac00 \uc5f0\uc911\uae4c\uc9c0 \u2018\ud5e4\ub4dc\ub77c\uc778 CPI\u2019(headline CPI: \uc804\uccb4 \ud56d\ubaa9\uc744 \ud3ec\ud568\ud55c \ub300\ud45c \ubb3c\uac00) \ub97c \uae30\uc874 \uc608\uc0c1 2%\uac00 \uc544\ub2c8\ub77c 2.7%\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub2e4\uace0 \ucd94\uc815\ud55c\ub2e4.\n\n\ub610\ud55c 5\uc6d4\uc5d0\ub294 \uc789\uae00\ub79c\ub4dc \uc9c0\ubc29\uc120\uac70\uc640 \uc6e8\uc77c\uc2a4\u00b7\uc2a4\ucf54\ud2c0\ub79c\ub4dc \uc758\ud68c \uc120\uac70\uac00 \uc5f4\ub9b0\ub2e4\uace0 \ub367\ubd99\uc778\ub2e4. \ub77c\ubcf4\ubc45\ud06c\ub294 \ub178\ub3d9\ub2f9(Labour)\uc774 \ubd80\uc9c4\ud55c \uc131\uc801\uc744 \uac70\ub450\uba74 \ud0a4\uc5b4 \uc2a4\ud0c0\uba38(Keir Starmer) \ub2f9\ub300\ud45c\uc5d0 \ub300\ud55c \uc9c0\ub3c4\ubd80 \uad50\uccb4 \uacbd\uc7c1(leadership contest: \ub2f9\ub0b4\uc5d0\uc11c \ub300\ud45c\ub97c \ub2e4\uc2dc \ubf51\ub294 \uc2f8\uc6c0)\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0, 5\uc6d4\uae4c\uc9c0 \ub192\uc740 \ub3c4\ub9e4 \uc5d0\ub108\uc9c0 \uac00\uaca9(wholesale energy prices: \uc18c\ub9e4\uac00\uac00 \uc544\ub2c8\ub77c \ubc1c\uc804\uc0ac\u00b7\uacf5\uae09\uc0ac \uc0ac\uc774\uc758 \ub300\ub7c9 \uac70\ub798 \uac00\uaca9)\uc774 \uc774\uc5b4\uc9c0\ub294 \uc0c1\ud669\uc744 \uc815\uce58\uc801 \uc704\ud5d8 \ud655\ub300\uc640 \uc5f0\uacb0\ud55c\ub2e4.\n\n\ub610 \ucd5c\uadfc \ud3ec\uc9c0\uc158 \uc870\uc815(position adjustment: \ud22c\uc790\uc790\ub4e4\uc774 \uae30\uc874 \ubca0\ud305 \uaddc\ubaa8\ub97c \uc904\uc774\uac70\ub098 \ubc14\uafb8\ub294 \uac83)\uc5d0\uc11c \ub098\uc628 \ud30c\uc6b4\ub4dc \uc9c0\uc9c0\ub825\uc740 \uc55e\uc73c\ub85c \uba87 \ub2ec \ub0b4 \uc57d\ud574\uc9c8 \uac83\uc73c\ub85c \ubcf8\ub2e4.\n\n<h3>\uc601\ub780\uc740\ud589 \uc815\ucc45 \uc81c\uc57d<\/h3>\n\uc774\ub7f0 \ubb3c\uac00 \uc555\ub825\uc740 2026\ub144\uc5d0 \uc601\ub780\uc740\ud589\uc774 \ucd94\uac00\ub85c \uae08\ub9ac\ub97c \ub0b4\ub9ac\uae30 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4. \uc601\uad6d \uacbd\uc81c\ub294 \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc555\ub825(stagflation: \uacbd\uae30 \ub454\ud654\uc640 \ubb3c\uac00 \uc0c1\uc2b9\uc774 \ub3d9\uc2dc\uc5d0 \ub098\ud0c0\ub098\ub294 \uc0c1\ud669)\uc5d0 \ubbfc\uac10\ud574 \uc911\uc559\uc740\ud589\uc774 \uc131\uc7a5\uc744 \ub3c4\uc6b0\ub824\uace0 \uc644\ud654\uc815\ucc45(\uae08\ub9ac \uc778\ud558 \ub4f1)\uc744 \uc4f0\uae30 \uc5b4\ub835\ub2e4. \uc2dc\uc7a5\uc740 \ucd5c\uc18c 1\ud68c \uae08\ub9ac \uc778\ud558\ub97c \ubc18\uc601\ud574 \uc654\ub294\ub370, \uc774\ub7f0 \uae30\ub300\uac00 \ubc14\ub00c\uba74 \ud1b5\ud654 \uac00\uce58\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n\uc601\uad6d\uc758 \uc7ac\uc815 \uc0c1\ud669\ub3c4 \uc5ec\uc804\ud788 \ud070 \uacfc\uc81c\ub2e4. 2022\ub144 \uae38\ud2b8 \uc2dc\uc7a5 \uc704\uae30(\uad6d\ucc44 \uae08\ub9ac\uac00 \uae09\ub4f1\ud558\uba70 \uae08\uc735\uc2dc\uc7a5\uc774 \ubd88\uc548\ud574\uc9c4 \uc0ac\uac74) \uc774\ud6c4 \uacc4\uc18d \uac71\uc815\uac70\ub9ac\ub2e4. \ucd5c\uadfc \ubd80\ucc44\uad00\ub9ac\uccad(Debt Management Office: \uc601\uad6d \uad6d\ucc44 \ubc1c\ud589\u00b7\uad00\ub9ac \uae30\uad00)\uc774 \uacf5\uacf5\ubd80\ucc44\uac00 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP: \ud55c \ub098\ub77c\uac00 1\ub144 \ub3d9\uc548 \ub9cc\ub4e4\uc5b4\ub0b8 \ubd80\uac00\uac00\uce58\uc758 \ud569) \ub300\ube44 99.5% \uc218\uc900\uc774\ub77c\uace0 \ubcf4\uace0\ud588\ub294\ub370, \uc774\ub294 \uc815\ubd80\uac00 \uacbd\uae30 \ub454\ud654\uc5d0 \ub300\uc751\ud560 \uc815\ucc45 \uc5ec\uc720\uac00 \ud06c\uc9c0 \uc54a\ub2e4\ub294 \ub73b\uc774\ub2e4. \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \ucd94\uac00 \uc9c0\ucd9c \ubd80\ub2f4\uc774 \uc0dd\uae30\uba74 \uc2e0\ub8b0\uac00 \ub354 \uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4.\n\n\uc815\uce58\uc801 \ubd88\ud655\uc2e4\uc131\ub3c4 \uc911\uc694\ud558\ub2e4. 2026\ub144 5\uc6d4 \uc9c0\ubc29\uc120\uac70\uc5d0\uc11c \uc9d1\uad8c \ub178\ub3d9\ub2f9\uc774 \ubd80\uc9c4\ud558\uba74 \uc2a4\ud0c0\uba38 \ucd1d\ub9ac\uc5d0 \ub300\ud55c \ub2f9\ub0b4 \ub3c4\uc804\uc774 \ub098\uc640 \ubd88\uc548\uc815\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc785\uc18c\uc2a4(Ipsos: \uc5ec\ub860\uc870\uc0ac \uae30\uad00)\uc758 \ucd5c\uadfc \uc870\uc0ac\uc5d0\uc11c\ub294 \ub178\ub3d9\ub2f9 \uc9c0\uc9c0\uc728\uc774 1\uc6d4 \uc774\ud6c4 4%\ud3ec\uc778\ud2b8 \ub5a8\uc5b4\uc84c\ub2e4\uace0 \ud574, \uc2dc\uc7a5\uc5d0\ub294 \ud604\uc2e4\uc801\uc778 \uc704\ud5d8\uc73c\ub85c \ubcf4\uc77c \uc218 \uc788\ub2e4.\n\n\ud30c\uc0dd\uc0c1\ud488(derivatives: \uac12\uc774 \ud658\uc728\u00b7\uae08\ub9ac \uac19\uc740 \uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc744 \ub530\ub77c \uc6c0\uc9c1\uc774\ub294 \uae08\uc735\uc0c1\ud488) \uac70\ub798\uc790\ub77c\uba74, \uc774\ub7f0 \uc804\ub9dd\uc740 \ub2e8\uae30\uac04 \ud30c\uc6b4\ub4dc \uc57d\uc138\uc5d0 \ub300\ube44\ud55c \uc804\ub7b5\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc608\ub97c \ub4e4\uc5b4 GBP\/USD \ud48b\uc635\uc158(put option: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac, \ud558\ub77d \ubc29\uc5b4\uc5d0 \uc4f0\uc784)\uc744 \uc0ac\uac70\ub098 \ud48b \uc2a4\ud504\ub808\ub4dc(put spread: \uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ud48b\uc744 \uc870\ud569\ud574 \ube44\uc6a9\uc744 \uc904\uc774\ub294 \ubc29\uc2dd)\ub97c \uad6c\ucd95\ud558\uba74 \ud558\ub77d \uc704\ud5d8\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\ub2e4. \uc774\ubbf8 3\uac1c\uc6d4 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility: \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58\u2019)\uc740 8.2%\ub85c \uc62c\ub77c, \uac70\ub798\uc790\ub4e4\uc774 \ubd88\ud655\uc2e4\uc131\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud588\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.\n\n\ucd5c\uadfc \ud30c\uc6b4\ub4dc \uc9c0\uc9c0\ub825\uc740 \uc8fc\ub85c \uc20f \ud3ec\uc9c0\uc158 \uccad\uc0b0(closing of short positions: \ud558\ub77d\uc5d0 \ubca0\ud305\ud55c \uac70\ub798\ub97c \ub418\ub3cc\ub824 \uc0ac\ub294 \uac83)\uc5d0\uc11c \ub098\uc654\ub294\ub370, \uadf8 \ud798\uc774 \uc57d\ud574\uc9c0\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ubb3c\uac00 \uc704\ud5d8 \uc0c1\uc2b9, \ucde8\uc57d\ud55c \uc7ac\uc815, \uc815\uce58\uc801 \ubd80\ub2f4\uc774 \uacb9\uce58\uba70 \ud30c\uc6b4\ub4dc \uc57d\uc138 \uc7ac\uac1c \uac00\ub2a5\uc131\uc744 \ud0a4\uc6b4\ub2e4. 2025\ub144 \ub9d0\uc758 \ube44\uad50\uc801 \uc870\uc6a9\ud588\ub358 \uc2dc\uae30\uc640 \ube44\uad50\ud558\uba74, \uc9c0\uae08 \ud658\uacbd\uc740 \ub354 \uc704\ud5d8\ud574 \ubcf4\uc778\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>\ud30c\uc6b4\ub4dc \uac15\uc138, \uc624\ub798 \ubabb \uac04\ub2e4: \ub77c\ubcf4\ubc45\ud06c\ub294 \uc5d0\ub108\uc9c0 \uc1fc\ud06c\ub85c UK CPI\uac00 \uc911\ubc18\uae4c\uc9c0 65bp \uc0c1\uc2b9\ud574 \uae08\ub9ac\uc778\ud558 \uc5ec\ub825 \ucd95\uc18c \uacbd\uace0. \uc7ac\uc815\u00b7\uae38\ud2b8\u00b7\uc815\uce58 \ub9ac\uc2a4\ud06c\ub85c \uacbd\uae30\u00b7\ud1b5\ud654 \uc555\ubc15. &#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-40415","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\/40415","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=40415"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40415\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}