{"id":40555,"date":"2026-03-11T13:43:30","date_gmt":"2026-03-11T13:43:30","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%eb%8a%94-iea%ec%9d%98-%ec%84%9d%ec%9c%a0-%eb%b9%84%ec%b6%95%ec%9c%a0-%eb%b0%a9%ec%b6%9c%ec%9d%b4-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88\/"},"modified":"2026-03-11T13:43:30","modified_gmt":"2026-03-11T13:43:30","slug":"mufg%ec%9d%98-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88%eb%8a%94-iea%ec%9d%98-%ec%84%9d%ec%9c%a0-%eb%b9%84%ec%b6%95%ec%9c%a0-%eb%b0%a9%ec%b6%9c%ec%9d%b4-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88","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%eb%8a%94-iea%ec%9d%98-%ec%84%9d%ec%9c%a0-%eb%b9%84%ec%b6%95%ec%9c%a0-%eb%b0%a9%ec%b6%9c%ec%9d%b4-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88\/","title":{"rendered":"MUFG\uc758 \ub370\ub9ad \ud560\ud398\ub2c8\ub294 IEA\uc758 \uc11d\uc720 \ube44\ucd95\uc720 \ubc29\ucd9c\uc774 \ud638\ub974\ubb34\uc988\ubc1c \ucda9\uaca9\uc744 \uc644\ud654\ud560 \uc218 \uc788\uc73c\uba70, \uad00\uc2ec\uc774 \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158\uc73c\ub85c \uc62e\uaca8\uac00\uace0 \uc788\ub2e4\uace0 \ub9d0\ud55c\ub2e4."},"content":{"rendered":"MUFG\ub294 \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA, \uc5ec\ub7ec \ub098\ub77c\uc758 \uc5d0\ub108\uc9c0 \uc815\ucc45\uc744 \uc870\uc815\ud558\ub294 \uad6d\uc81c\uae30\uad6c)\uac00 **\uc870\uc815\ud558\ub294 \uc11d\uc720 \ube44\ucd95\uc720 \ubc29\ucd9c**(\uac01\uad6d\uc774 \ube44\uc0c1\uc2dc\uc5d0 \uc4f0\ub824\uace0 \uc313\uc544\ub454 \uc11d\uc720\ub97c \uc2dc\uc7a5\uc5d0 \ud478\ub294 \uac83)\uc774 \ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9\uc758 \ud575\uc2ec \uc6d0\uc720 \uc218\uc1a1\ub85c)\uc5d0\uc11c\uc758 \uacf5\uae09 \ucc28\uc9c8\uc744 **\uc77c\uc2dc\uc801\uc73c\ub85c** \uba54\uc6b8 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ubbf8\uad6d \ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158)\ub85c \uc62e\uaca8\uac00\uace0 \uc788\ub2e4. \uc624\ub298 2\uc6d4 \ubbf8\uad6d CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218, \uac00\uacc4\uac00 \uc0ac\ub294 \ubb3c\uac74\u00b7\uc11c\ube44\uc2a4\uc758 \ud3c9\uade0 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\uac00 \ubc1c\ud45c\ub41c\ub2e4. \uc774\ubc88 \uacf5\uaca9\uc758 \uac00\uaca9 \uc601\ud5a5\uc740 \ub2e4\uc74c \ub2ec \ub370\uc774\ud130\uc5d0\uc11c \ub354 \ub69c\ub837\ud558\uac8c \ub098\ud0c0\ub0a0 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.\n\n\uc2dc\uc7a5 \uc804\ub9dd(\ucee8\uc13c\uc11c\uc2a4)\uc740 \uc804\uccb4 CPI(\ud5e4\ub4dc\ub77c\uc778 CPI, \uc804\uccb4 \ud488\ubaa9\uc744 \ud569\uce5c \ubb3c\uac00)\uac00 \uc804\uc6d4 \ub300\ube44 0.3% \uc0c1\uc2b9(\uc774\uc804 0.2%)\ud560 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \uac19\uc740 \ubcc0\ub3d9\uc774 \ud070 \ud56d\ubaa9\uc744 \ube80 \uadfc\uc6d0 CPI(\ucf54\uc5b4 CPI)\ub294 0.2%\ub85c, \uc774\uc804\ubcf4\ub2e4 0.1%p \ub0ae\uc544\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc5f0\uac04(\uc804\ub144 \ub300\ube44) \uc0c1\uc2b9\ub960\uc740 \uc804\uccb4 2.4%, \uadfc\uc6d0 2.5%\ub85c \uac19\uc744 \uc804\ub9dd\uc774\ub2e4.\n\n

Energy Shock And Cpi Watch<\/h3>\n\uc5d0\ub108\uc9c0\uac00 \ucda9\uaca9\uc744 \uac00\uc7a5 \ube68\ub9ac \uc804\ub2ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. AAA(\ubbf8\uad6d \uc790\ub3d9\ucc28 \uad00\ub828 \ub2e8\uccb4\uac00 \uc9d1\uacc4\ud558\ub294 \uac00\uaca9 \uc9c0\ud45c)\uc758 \ubbf8\uad6d \uc804\uad6d \uc77c\uc77c \ud3c9\uade0 \ud718\ubc1c\uc720 \uac00\uaca9\uc740 3\uc6d4 \ub4e4\uc5b4 3\uc6d4 9\uc77c\uae4c\uc9c0 18% \uc62c\ub790\ub2e4. \uc774\ub294 2024\ub144 7\uc6d4 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc774\ub2e4.\n\n\uc5d0\ub108\uc9c0\uc758 \uc804\uccb4 CPI \ube44\uc911(\uac00\uc911\uce58, CPI \uacc4\uc0b0\uc5d0\uc11c \uc5d0\ub108\uc9c0\uac00 \ucc28\uc9c0\ud558\ub294 \ubaab)\uc740 12\uc6d4 \uae30\uc900 6.38%\uc600\ub2e4. 1~2\ubd84\uae30(Q1\u2013Q2, 1\ubd84\uae30~2\ubd84\uae30)\uc5d0 Nymex \uc6d0\uc720(NYMEX, \ub274\uc695\uc0c1\uc5c5\uac70\ub798\uc18c\uc5d0\uc11c \uac70\ub798\ub418\ub294 \ubbf8\uad6d \uae30\uc900 \uc720\uac00) \uac00\uaca9\uc774 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec(USD 100)\uc5d0 \uba38\ubb3c\ub800\ub2e4\uac00 \uc5f0\ub9d0\uc5d0 70\ub2ec\ub7ec\ub85c \ub3cc\uc544\uc624\ub294 \uc2dc\ub098\ub9ac\uc624\ub77c\uba74, \uc5d0\ub108\uc9c0 CPI\ub294 \uc5f0\uc911 \uc911\ubc18\uc5d0 \uc804\ub144 \ub300\ube44 15~20%\uae4c\uc9c0 \uc815\uc810(\uac00\uc7a5 \ub192\uc740 \uc218\uc900)\uc744 \ucc0d\uc744 \uc218 \uc788\ub2e4.\n\n\uc774 \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c\ub294 \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9\uc774 \ub354 \uc791\uac8c \uc624\ub978\ub2e4\uace0 \uac00\uc815\ud560 \ub54c, \uc804\uccb4 CPI\uac00 \uc57d 1.0%p(\ud37c\uc13c\ud2b8\ud3ec\uc778\ud2b8, \u2018%\u2019 \ubcc0\ud654\ub7c9\uc774 \uc544\ub2c8\ub77c **\ube44\uc728\uc758 \ucc28\uc774**\ub97c \ub9d0\ud568) \uc62c\ub77c\uac08 \uc218 \uc788\ub2e4. \ubbf8\uad6d\uc758 \uc804\ub144 \ub300\ube44 \uc5d0\ub108\uc9c0 CPI\ub294 4\ubd84\uae30(Q4, 4\ubd84\uae30)\uc5d0 -20%\uc600\ub2e4.\n\n\uc6b0\ub9ac\ub294 \ub2e4\uc2dc \uc5d0\ub108\uc9c0 \ucda9\uaca9\uc774 \ubb3c\uac00\ub97c \ubc00\uc5b4 \uc62c\ub9b4 \uc218 \uc788\ub294\uc9c0\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4. \uc774\ub294 2025\ub144 \uc774 \uc2dc\uae30 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd84\uc7c1 \uc774\ud6c4\uc5d0 \ubd24\ub358 \uc0c1\ud669\uacfc \ube44\uc2b7\ud558\ub2e4. \ucd5c\uadfc \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c(Brent crude futures, \uc55e\uc73c\ub85c\uc758 \uac00\uaca9\uc744 \ubbf8\ub9ac \uc815\ud574 \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc774 \ud574\uc0c1 \uae34\uc7a5 \uc7ac\ud655\ub300\ub85c \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\uace0, \uc2dc\uc7a5\uc758 \ubd88\uc548\uc774 \ucee4\uc84c\ub2e4. \uacf5\ub3d9 \ube44\ucd95\uc720 \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>\nVT Markets \uc2e4\uacc4\uc88c \ub9cc\ub4e4\uae30<\/a>\u00a0\uadf8\ub9ac\uace0\u00a0\uc9c0\uae08 \uac70\ub798 \uc2dc\uc791\ud558\uae30<\/a>\u00a0<\/b>\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\ub974\ubb34\uc988 \ud574\ud611 \ub9ac\uc2a4\ud06c, \uc778\ud50c\ub808\uac00 \ub2e4\uc2dc \ubd88\ubd99\uc744\uae4c? IEA \ube44\ucd95\uc720 \ubc29\ucd9c\uc740 \uc77c\uc2dc\uc801 \uc644\ucda9\uc5d0 \uadf8\uce60 \uc218 \uc788\uc73c\uba70, 2\uc6d4 \ubbf8\uad6d CPI\uac00 \uc5f0\uc900 \ud589\ubcf4\ub97c \uc88c\uc6b0\ud55c\ub2e4. \uc720\uac00\u00b7\ud718\ubc1c\uc720 \uae09\ub4f1\uc740 \ub2e4\uc74c\ub2ec \uc9c0\ud45c\ub97c \ub354 \uc790\uadf9. – 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-40555","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\/40555","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=40555"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40555\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40555"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40555"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40555"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}