{"id":40617,"date":"2026-03-11T21:43:56","date_gmt":"2026-03-11T21:43:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%a6%ac%ec%8a%a4%ed%81%ac-%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ea%b0%9c%ec%84%a0%ec%9c%bc%eb%a1%9c-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%acaud-%ea%b0%95%ec%84%b8rba-%eb%a7%a4%ed%8c%8c\/"},"modified":"2026-03-11T21:43:56","modified_gmt":"2026-03-11T21:43:56","slug":"%eb%a6%ac%ec%8a%a4%ed%81%ac-%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ea%b0%9c%ec%84%a0%ec%9c%bc%eb%a1%9c-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%acaud-%ea%b0%95%ec%84%b8rba-%eb%a7%a4%ed%8c%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a6%ac%ec%8a%a4%ed%81%ac-%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ea%b0%9c%ec%84%a0%ec%9c%bc%eb%a1%9c-%ed%98%b8%ec%a3%bc%eb%8b%ac%eb%9f%acaud-%ea%b0%95%ec%84%b8rba-%eb%a7%a4%ed%8c%8c\/","title":{"rendered":"\ub9ac\uc2a4\ud06c \uc120\ud638 \uc2ec\ub9ac \uac1c\uc120\uc73c\ub85c \ud638\uc8fc\ub2ec\ub7ec(AUD) \uac15\uc138\u2026RBA \ub9e4\ud30c\uc801 \ubc1c\uc5b8\uc5d0 3\uc6d4 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131 \uc2dc\uc7a5 \ubc18\uc601, OCBC\ub294 5\uc6d4 \uc778\uc0c1 \uc608\uc0c1"},"content":{"rendered":"\ud638\uc8fc\ub2ec\ub7ec\ub294 \uc804 \uc138\uacc4 \uc704\ud5d8 \uc120\ud638 \uc2ec\ub9ac\uac00 \uac1c\uc120\ub418\uace0 \ud638\uc8fc\uc911\uc559\uc740\ud589(RBA)\uc774 \ub354 \uac15\uacbd\ud55c(\ub9e4\ud30c\uc801) \uc5b4\uc870\ub97c \ubcf4\uc774\uba74\uc11c \uc0c1\uc2b9\ud588\ub2e4. \uac00\uae4c\uc6b4 \uc2dc\uc77c \ub0b4 \uae30\uc900\uae08\ub9ac \uc778\uc0c1\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \ubc18\uc601\uc774 \ucee4\uc84c\uc9c0\ub9cc, \ub2e4\uc74c \uc778\uc0c1 \uc2dc\uc810\uc5d0 \ub300\ud55c \uae30\ubcf8 \uc608\uc0c1\uc740 \uc5ec\uc804\ud788 5\uc6d4\uc5d0 \ub9de\ucdb0\uc838 \uc788\ub2e4.\n\n\uc624\ubc84\ub098\uc774\ud2b8 \uc778\ub371\uc2a4 \uc2a4\uc651(OIS: **\ud558\ub8e8\uc9dc\ub9ac \uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488**) \uc2dc\uc7a5\uc740 3\uc6d4 \uc804\ub9dd\uc5d0 **8bp**(bp: **\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, 0.01%p**)\uc758 \ucd94\uac00 \uae34\ucd95\uc744 \ub354\ud574 **14bp**\ub85c \ub9cc\ub4e4\uc5c8\ub2e4. \uc774\ub7f0 \uc7ac\ud3c9\uac00\ub294 \ud558\uc6b0\uc800(Deputy Governor Hauser) \ubd80\ucd1d\uc7ac\uac00 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9\ub960)\uc774 \uc544\uc9c1 \ub108\ubb34 \ub192\uace0, \uc815\ucc45 \uae34\ucd95(\uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \ub4f1\uc73c\ub85c \uacbd\uae30\ub97c \uc2dd\ud788\ub294 \uac83)\uc774 \ub108\ubb34 \uc801\uc73c\uba74 \ubb38\uc81c\uac00 \ub420 \uc218 \uc788\ub2e4\uace0 \ub9d0\ud55c \ub4a4 \ub098\uc654\ub2e4.\n\n

Rba Turns More Hawkish<\/h3>\n\uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\ub3c4 \ud638\uc8fc\uc758 \uc218\ucd9c \uad6c\uc870 \ub355\ubd84\uc5d0 \ud1b5\ud654\ub97c \uc9c0\uc9c0\ud588\ub2e4. \ud638\uc8fc\ub294 LNG(\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4)\uc640 \uc11d\ud0c4\uc744 \uc21c\uc218\ucd9c(\uc218\ucd9c\uc774 \uc218\uc785\ubcf4\ub2e4 \ub9ce\uc74c)\ud558\uba70, \uc720\uac00\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba74 \uac04\uc811\uc801\uc73c\ub85c \uc774\uc775\uc744 \ubcfc \uc218 \uc788\ub2e4.\n\n\uc774 \uae00\uc740 AI \ub3c4\uad6c\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uc544 \uc791\uc131\ub410\uace0 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc791\uc131 \uc8fc\uccb4\ub294 FXStreet \uc778\uc0ac\uc774\ud2b8 \ud300\uc73c\ub85c \ud45c\uae30\ub3fc \uc788\uc73c\uba70, \uc2dc\uc7a5 \uad00\ucc30\uc744 \uace0\ub974\uace0 \ub0b4\ubd80\u00b7\uc678\ubd80 \ubd84\uc11d\uc744 \ub354\ud558\ub294 \uae30\uc790\ub4e4\ub85c \uc124\uba85\ub3fc \uc788\ub2e4.\n\n\uc6b0\ub9ac\ub294 \ud638\uc8fc\uc911\uc559\uc740\ud589(RBA: **\ud638\uc8fc \uc911\uc559\uc740\ud589**)\uc774 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub354 \uac15\ud558\uac8c \ub300\uc751\ud558\uaca0\ub2e4\ub294 \uc2e0\ud638\ub97c \ubcf4\ub0b4\ub294 \ub69c\ub837\ud55c \ubcc0\ud654\ub97c \ubcf4\uace0 \uc788\ub2e4. \ucd5c\uadfc \uacf5\uc2dd \ubc1c\uc5b8 \uc774\ud6c4 \uc2dc\uc7a5\uc740 \uc774\ubc88 3\uc6d4 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 50%\uac00 \ub118\ub294 \uc218\uc900\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ubd88\uacfc \uba87 \uc8fc \uc804\uacfc \ube44\uad50\ud558\uba74 \ud070 \ubcc0\ud654\ub2e4. \uc774\ub7f0 \uc804\ub9dd\uc758 \uadfc\uac70\ub294 2025\ub144 \ub9d0 \ubb3c\uac00 \ub370\uc774\ud130\ub85c, \uc5f0\uac04 \uc0c1\uc2b9\ub960\uc774 3.9%\ub85c \ub098\uc640 RBA\uc758 \ubaa9\ud45c \ubc94\uc704(\ubaa9\ud45c \ubc34\ub4dc: **\uc6d0\ud558\ub294 \ubb3c\uac00 \uc0c1\uc2b9\ub960 \uad6c\uac04**)\ub97c \uc5ec\uc804\ud788 \ud06c\uac8c \uc6c3\ub3cc\uc558\ub2e4.\n\n\uc774\ucc98\ub7fc \ub2e8\uae30 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4 \ub9cc\ud07c, \ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790)\ub294 \ub9cc\uae30\uac00 \uc9e7\uc740 \ud638\uc8fc\ub2ec\ub7ec \ucf5c\uc635\uc158(\ucf5c\uc635\uc158: **\uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac**) \ub9e4\uc218\ub97c \uace0\ub824\ud560 \uc218 \uc788\ub2e4. 2026\ub144 3\uc6d4 \ub9d0 \ub610\ub294 4\uc6d4 \ub9cc\uae30\uc758 AUD\/USD \ucf5c(\ud638\uc8fc\ub2ec\ub7ec\/\ubbf8\uad6d\ub2ec\ub7ec \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158)\uc740 RBA\uac00 \uc774\ub2ec \uae5c\uc9dd \uc778\uc0c1\uc744 \ub2e8\ud589\ud560 \ub54c\uc758 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \ub2f4\uc73c\uba74\uc11c, 5\uc6d4\ub85c \ubbf8\ub8f0 \uacbd\uc6b0 \uc190\uc2e4\uc744 \uc81c\ud55c(\ub9ac\uc2a4\ud06c \uc81c\ud55c)\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4. \ubd88\ud655\uc2e4\uc131 \uc99d\uac00\ub85c \uc635\uc158 \ubcc0\ub3d9\uc131(\ubcc0\ub3d9\uc131: **\uac00\uaca9\uc774 \uc5bc\ub9c8\ub098 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294\uc9c0**)\uc774 \uc62c\ub77c \uc774\ub7f0 \ud3ec\uc9c0\uc158(\ud3ec\uc9c0\uc158: **\ubcf4\uc720\ud55c \uac70\ub798 \uc0c1\ud0dc**)\uc740 \ub354 \ube44\uc2f8\uc84c\uc9c0\ub9cc, \uae09\uaca9\ud55c \ud658\uc728 \uc6c0\uc9c1\uc784\uc5d0\ub294 \ub354 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud55c\ub2e4.\n\n

Energy Exports Support The Aussie<\/h3>\n\uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub192\uc740 \uc0c1\ud669\uc5d0\uc11c \ud638\uc8fc\uc758 \uac15\ud55c \uc218\ucd9c \uc704\uce58\ub3c4 \ud638\uc8fc\ub2ec\ub7ec \uac15\uc138 \ub17c\ub9ac\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4. \ud638\uc8fc\ub294 \uc561\ud654\ucc9c\uc5f0\uac00\uc2a4(LNG)\uc640 \uc11d\ud0c4\uc758 \uc8fc\uc694 \uc21c\uc218\ucd9c\uad6d\uc73c\ub85c, \uad50\uc5ed\uc870\uac74(terms of trade: **\uc218\ucd9c \uac00\uaca9\uc774 \uc218\uc785 \uac00\uaca9\ubcf4\ub2e4 \uc5bc\ub9c8\ub098 \uc720\ub9ac\ud55c\uc9c0**)\uc774 \uac1c\uc120\ub418\uace0 \uc788\ub2e4. \uc774\ub294 LNG\uc758 Japan-Korea Marker(JKM: **\uc544\uc2dc\uc544 LNG \ud604\ubb3c \uac00\uaca9 \uc9c0\ud45c**)\uc5d0\uc11c\ub3c4 \ud655\uc778\ub418\ub294\ub370, \uc774 \uc9c0\ud45c\ub294 \uc62c\ud574 \ucd08\uae4c\uc9c0 5\ub144 \ud3c9\uade0\ubcf4\ub2e4 25% \uc774\uc0c1 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud574 \ud638\uc8fc \uc218\ucd9c \uc218\uc775\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \ub3c4\uc6c0\uc774 \ub410\ub2e4.\n\n\uc774 \ud750\ub984\uc740 \ud2b9\ud788 2025\ub144\uc5d0 \uacaa\uc5c8\ub358 \ud070 \ubcc0\ub3d9 \uc774\ud6c4 \uc804 \uc138\uacc4 \uc704\ud5d8 \uc120\ud638 \uc2ec\ub9ac\uac00 \uc548\uc815\ub418\ub294 \ubaa8\uc2b5\uacfc \ub9de\ubb3c\ub824 \uc720\ub9ac\ud55c \ud658\uacbd\uc744 \ub9cc\ub4e0\ub2e4. \uacfc\uac70 \ube44\uc2b7\ud558\uac8c \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub192\uc558\ub358 \uc2dc\uae30\ub97c \ubcf4\uba74, \ucd08\uae30 \ubd88\uc548\uc774 \uac00\ub77c\uc549\uc740 \ub4a4 \ud638\uc8fc\ub2ec\ub7ec\uac00 \uac15\uc138\ub97c \ubcf4\uc778 \uacbd\uc6b0\uac00 \ub9ce\uc558\ub2e4. \ucd5c\uadfc \uba87 \uc8fc \ub3d9\uc548 VIX(VIX: **\ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \ubd88\uc548 \uc2ec\ub9ac\ub97c \ub098\ud0c0\ub0b4\ub294 \ubcc0\ub3d9\uc131 \uc9c0\uc218**) \uac19\uc740 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc9c0\ud45c\uac00 \ub0b4\ub824\uac00\uba74\uc11c, \uad00\uc2ec\uc740 \uae08\ub9ac \ucc28\uc774(\uae08\ub9ac \ucc28: **\ub450 \ub098\ub77c \uae08\ub9ac\uc758 \uaca9\ucc28**)\uc640 \ubb34\uc5ed\uc218\uc9c0(\ubb34\uc5ed\uc218\uc9c0: **\uc218\ucd9c\uc785 \ucc28\uc774**) \uac19\uc740 \uae30\ucd08 \uc694\uc778\uc73c\ub85c \ub3cc\uc544\uac00\uace0 \uc788\uc73c\uba70, \ub458 \ub2e4 \ud638\uc8fc\ub2ec\ub7ec\uc5d0 \uc720\ub9ac\ud558\uac8c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4.\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\ub2ec\ub7ec, \u2018\uae5c\uc9dd \uc778\uc0c1\u2019 \uc624\ub098? RBA \ub9e4\ud30c \uc804\ud658\uacfc \uc704\ud5d8\uc120\ud638 \ud68c\ubcf5\uc73c\ub85c AUD \uac15\uc138. 3\uc6d4 \uc778\uc0c1 \ud655\ub960 \ud655\ub300(\uc2a4\uc651 +8bp), \uc778\ud50c\ub808 3.9% \ubd80\ub2f4. LNG\u00b7\uc11d\ud0c4 \uc218\ucd9c\uacfc \ub192\uc740 \uc5d0\ub108\uc9c0\uac00\uaca9\ub3c4 \ucd94\uac00 \uc9c0\uc9c0. – 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-40617","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\/40617","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=40617"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40617\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}