{"id":40552,"date":"2026-03-11T13:41:55","date_gmt":"2026-03-11T13:41:55","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88-iea-%ec%84%9d%ec%9c%a0-%eb%b9%84%ec%b6%95%eb%b6%84-%eb%b0%a9%ec%b6%9c-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ec%b6%a9%ea%b2%a9\/"},"modified":"2026-03-11T13:41:55","modified_gmt":"2026-03-11T13:41:55","slug":"mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88-iea-%ec%84%9d%ec%9c%a0-%eb%b9%84%ec%b6%95%eb%b6%84-%eb%b0%a9%ec%b6%9c-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ec%b6%a9%ea%b2%a9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88-iea-%ec%84%9d%ec%9c%a0-%eb%b9%84%ec%b6%95%eb%b6%84-%eb%b0%a9%ec%b6%9c-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ec%b6%a9%ea%b2%a9\/","title":{"rendered":"MUFG\uc758 \ub370\ub9ad \ud560\ud398\ub2c8 \u201cIEA \uc11d\uc720 \ube44\ucd95\ubd84 \ubc29\ucd9c, \ud638\ub974\ubb34\uc988 \ucda9\uaca9 \uc644\ud654 \uac00\ub2a5\u2026\uc2dc\uc120\uc740 \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158\uc73c\ub85c\u201d"},"content":{"rendered":"MUFG\ub294 \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\uac00 \uc870\uc728\ud558\ub294 \uc6d0\uc720 \ube44\ucd95\uc720 \ubc29\ucd9c\uc774 \ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9\uc758 \uc8fc\uc694 \uc6d0\uc720 \uc218\uc1a1\ub85c)\uc5d0\uc11c\uc758 \uacf5\uae09 \ucc28\uc9c8\uc744 \uc77c\uc2dc\uc801\uc73c\ub85c \uba54\uc6b8 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00\uc0c1\uc2b9\ub960)\uc73c\ub85c \uc62e\uaca8\uac00\uace0 \uc788\ub2e4. 2\uc6d4 \ubbf8\uad6d \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ub3d9) \ubc1c\ud45c\uac00 \uc624\ub298 \uc608\uc815\ub3fc \uc788\uc73c\uba70, \uc774\ubc88 \uacf5\uaca9\uc758 \uac00\uaca9 \uc601\ud5a5\uc740 \ub2e4\uc74c \ub2ec \uc9c0\ud45c\uc5d0\uc11c \ub354 \ub69c\ub837\ud558\uac8c \ub098\ud0c0\ub0a0 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.\n\n\uc2dc\uc7a5 \uc608\uc0c1\uce58\ub294 \ud5e4\ub4dc\ub77c\uc778 CPI(\uc804\uccb4 \ubb3c\uac00)\uac00 \uc804\uc6d4 \ub300\ube44 0.3% \uc0c1\uc2b9(\uc774\uc804 0.2%)\uc744 \uac00\ub9ac\ud0a8\ub2e4. \ubcc0\ub3d9\uc131\uc774 \ud070 \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0\ub97c \uc81c\uc678\ud55c \uadfc\uc6d0 CPI(\uae30\ucd08 \ubb3c\uac00)\ub294 \uc804\uc6d4 \ub300\ube44 0.2%\ub85c, \uc774\uc804\ubcf4\ub2e4 0.1%\ud3ec\uc778\ud2b8 \ub0ae\uc544\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc804\ub144 \ub300\ube44 \uc0c1\uc2b9\ub960\uc740 \ud5e4\ub4dc\ub77c\uc778 2.4%, \uadfc\uc6d0 2.5%\ub85c \uc720\uc9c0\ub420 \uc804\ub9dd\uc774\ub2e4.\n\n

Energy Shock And Cpi Watch<\/h3>\n\uc5d0\ub108\uc9c0\uac00 \ucda9\uaca9\uc744 \uac00\uc7a5 \ube60\ub974\uac8c \uc804\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ubbf8\uad6d\uc790\ub3d9\ucc28\ud611\ud68c(AAA)\uac00 \uc9d1\uacc4\ud55c \ubbf8\uad6d \uc804\uad6d \ud3c9\uade0 \ud718\ubc1c\uc720 \uac00\uaca9\uc740 3\uc6d4 \ub4e4\uc5b4 9\uc77c(3\uc6d4 9\uc77c)\uae4c\uc9c0 18% \uc0c1\uc2b9\ud574, 2024\ub144 7\uc6d4 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc774\ub2e4.\n\n\uc5d0\ub108\uc9c0\uac00 \ud5e4\ub4dc\ub77c\uc778 CPI\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 12\uc6d4 \uae30\uc900 6.38%\uc600\ub2e4. Nymex \uc6d0\uc720(\ub274\uc695\uc0c1\uc5c5\uac70\ub798\uc18c\uc5d0\uc11c \uac70\ub798\ub418\ub294 \uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0\uc6d0\uc720 WTI) \uac00\uaca9\uc774 1~2\ubd84\uae30 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\uae4c\uc9c0 \uc624\ub978 \ub4a4 \uc5f0\ub9d0\uc5d0 70\ub2ec\ub7ec\ub85c \ub418\ub3cc\uc544\uc624\ub294 \uacbd\uc6b0, \uc5d0\ub108\uc9c0 CPI\ub294 \uc5f0\uc911 \uc911\ubc18 \uc804\ub144 \ub300\ube44 15~20%\uae4c\uc9c0 \uce58\uc19f\uc744 \uc218 \uc788\ub2e4.\n\n\uc774 \uacbd\uc6b0(\ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9 \uc0c1\uc2b9\uc740 \ub354 \uc791\ub2e4\ub294 \uac00\uc815), \ud5e4\ub4dc\ub77c\uc778 CPI\ub294 \uc57d 1.0%\ud3ec\uc778\ud2b8 \ub192\uc544\uc9c8 \uc218 \uc788\ub2e4. \ubbf8\uad6d\uc758 \uc804\ub144 \ub300\ube44 \uc5d0\ub108\uc9c0 CPI\ub294 4\ubd84\uae30\uc5d0 -20%\uc600\ub2e4.\n\n2025\ub144 \uc774\ub9d8\ub54c \ud638\ub974\ubb34\uc988 \ud574\ud611 \ucda9\ub3cc \uc774\ud6c4\uc640 \ube44\uc2b7\ud558\uac8c, \uc5d0\ub108\uc9c0 \ucda9\uaca9\uc774 \uc778\ud50c\ub808\uc774\uc158\uc744 \ub2e4\uc2dc \ub04c\uc5b4\uc62c\ub9b4\uc9c0\uc5d0 \uad00\uc2ec\uc774 \uc3e0\ub9b0\ub2e4. \ucd5c\uadfc \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c(\ubbf8\ub798 \uc778\ub3c4 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc740 \ud574\uc0c1 \uae34\uc7a5 \uc7ac\ud655\uc0b0\uc73c\ub85c \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc11c\uba70 \uc2dc\uc7a5 \ubd88\uc548\uc774 \ucee4\uc84c\ub2e4. \ube44\ucd95\uc720 \uacf5\ub3d9 \ubc29\ucd9c \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub418\uc9c0\ub9cc, \ud6a8\uacfc\ub294 \uc77c\uc2dc\uc801\uc77c \uc218 \uc788\ub2e4.\n\n

Market Positioning And Volatility<\/h3>\n\uc2dc\uc7a5 \ucc38\uac00\uc790\ub4e4\uc758 \uc2dc\uc120\uc740 2026\ub144 2\uc6d4 \ubbf8\uad6d CPI\ub85c \uc3e0\ub824 \uc788\ub2e4. \uc774\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\uc758 \ub2e4\uc74c \uacb0\uc815\uc744 \uc88c\uc6b0\ud560 \ud575\uc2ec \ubcc0\uc218\ub2e4. \uc77c\ubd80 \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8\ub294 \ud5e4\ub4dc\ub77c\uc778 CPI\uac00 \uc804\uc6d4 \ub300\ube44 0.4% \uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uba70, \uc774\ub294 \ub514\uc2a4\uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9\ub960 \ub454\ud654) \ud750\ub984\uc744 \ud754\ub4e4 \uc218 \uc788\ub2e4.\n\n\uc791\ub144\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc77c\uc774 \uc788\uc5c8\ub2e4. 2025\ub144 3\uc6d4 \ucd08 9\uc77c \ub3d9\uc548 \ubbf8\uad6d \ud718\ubc1c\uc720 \uac00\uaca9\uc774 18% \uae09\ub4f1\ud588\uace0, \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc774 \ub2e4\ub978 \ubb3c\uac00\ub85c \ubc88\uc9c0\uba74\uc11c \uadf8\ud574 \uc911\ubc18 \ud5e4\ub4dc\ub77c\uc778 CPI\ub97c \uac70\uc758 1%\ud3ec\uc778\ud2b8 \ub04c\uc5b4\uc62c\ub838\ub2e4.\n\n\uc774\ubc88 3\uc6d4\uc5d0\ub3c4 \ud718\ubc1c\uc720 \uc804\uad6d \ud3c9\uade0 \uac00\uaca9\uc740 \uc774\ubbf8 10% \uc0c1\uc2b9\ud588\ub2e4. \uc720\uac00\uac00 2\ubd84\uae30\uae4c\uc9c0 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec \uadfc\ucc98\uc5d0\uc11c \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba74, \uc5d0\ub108\uc9c0 CPI\uac00 \ub2e4\uc2dc \uc804\ub144 \ub300\ube44 15~20%\uae4c\uc9c0 \uc624\ub97c \uc218 \uc788\ub2e4. \uc774\ub294 \ud5a5\ud6c4 \uba87 \ub2ec \uc778\ud50c\ub808\uc774\uc158 \uc804\ub9dd\uc5d0 \uc0c1\ubc29 \uc704\ud5d8(\uc608\uc0c1\ubcf4\ub2e4 \ub354 \ub192\uc544\uc9c8 \uc704\ud5d8)\uc744 \ud0a4\uc6b4\ub2e4.\n\n\ubcc0\ub3d9\uc131 \ud655\ub300\uc640 \uc778\ud50c\ub808\uc774\uc158 \uc7a5\uae30\ud654\ub97c \uc5fc\ub450\uc5d0 \ub454 \ub300\uc751\uc774 \ud544\uc694\ud558\ub2e4\ub294 \ubd84\uc11d\ub3c4 \ub098\uc628\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX\u00b7S&P500 \uc635\uc158 \uac00\uaca9\uc73c\ub85c \uacc4\uc0b0\ud55c \u2018\uacf5\ud3ec\uc9c0\uc218\u2019)\ub294 \uc774\ubbf8 18\uc744 \ub118\uc5b4 \ubd88\ud655\uc2e4\uc131 \ud655\ub300\ub97c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc5d0\ub108\uc9c0 \uc120\ubb3c \uc635\uc158(\uc120\ubb3c \uac00\uaca9\uc744 \ubbf8\ub9ac \uc815\ud55c \uad8c\ub9ac\ub97c \uc0ac\uace0\ud30c\ub294 \uacc4\uc57d)\uc774\ub098 \uc778\ud50c\ub808\uc774\uc158 \uc2a4\uc651(\ubb3c\uac00\uc5d0 \uc5f0\ub3d9\ud574 \uace0\uc815\uae08\ub9ac\uc640 \ubcc0\ub3d9\uae08\ub9ac\ub97c \uad50\ud658\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)\uc740 \ubb3c\uac00 \uc555\ub825\uc5d0 \ub300\ube44\ud558\uac70\ub098 \uc774\ub97c \ud65c\uc6a9\ud558\ub294 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n\ub610\ud55c \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488(\uae08\ub9ac \ubcc0\ub3d9\uc5d0 \uc5f0\ub3d9\ub41c \uac70\ub798)\uc744 \uba74\ubc00\ud788 \ubcfc \ud544\uc694\uac00 \uc788\ub2e4. \uc5d0\ub108\uc9c0\ubc1c CPI\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\uc73c\uba74 Fed\uac00 \uae08\ub9ac \uc778\ud558\ub97c \ub2a6\ucd9c \uc218 \uc788\ub2e4. \uc774\ub294 \ub2ec\ub7ec \uac15\uc138\uc5d0 \uc720\ub9ac\ud55c \uac70\ub798 \uae30\ud68c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc73c\uba70, \uc5d0\ub108\uc9c0 \uac00\uaca9 \uace0\uacf5\ud589\uc9c4\uc774 \uc131\uc7a5\ub960\uc744 \ub0ae\ucd9c \uc218 \uc788\ub294 \ub9cc\ud07c \uc8fc\uc694 \uc8fc\uac00\uc9c0\uc218 \ud558\ub77d\uc5d0 \ub300\ube44\ud55c \ubcf4\ud638 \uc804\ub7b5(\uc190\uc2e4\uc744 \uc81c\ud55c\ud558\ub294 \ud5e4\uc9c0)\ub3c4 \uace0\ub824\ud560 \ub9cc\ud558\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\ubc1c \ubb3c\uac00 \uc7ac\uc810\ud654?\u201d IEA \ube44\ucd95\uc720 \ubc29\ucd9c\uc740 \uacf5\uae09 \ucc28\uc9c8\uc744 \uc77c\uc2dc \uc644\ucda9\ud558\ub098, \uc2dc\uc7a5 \ucd08\uc810\uc740 2\uc6d4 CPI\ub85c \uc774\ub3d9. \ud718\ubc1c\uc720 \uae09\ub4f1\u00b7WTI 100\ub2ec\ub7ec \uc2dc \ud5e4\ub4dc\ub77c\uc778 1%p\u2191, \ubcc0\ub3d9\uc131 \ud655\ub300.<\/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-40552","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\/40552","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=40552"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40552\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40552"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40552"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40552"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}