{"id":40621,"date":"2026-03-11T21:45:12","date_gmt":"2026-03-11T21:45:12","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9c%84%ed%97%98%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ea%b0%9c%ec%84%a0%ec%97%90-rba%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ea%b8%b0%ec%a1%b0%ea%b0%80-%ea%b2%b9%ec%b9%98%eb%a9%b0-%ed%98%b8%ec%a3%bc\/"},"modified":"2026-03-11T21:45:12","modified_gmt":"2026-03-11T21:45:12","slug":"%ec%9c%84%ed%97%98%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ea%b0%9c%ec%84%a0%ec%97%90-rba%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ea%b8%b0%ec%a1%b0%ea%b0%80-%ea%b2%b9%ec%b9%98%eb%a9%b0-%ed%98%b8%ec%a3%bc","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9c%84%ed%97%98%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ea%b0%9c%ec%84%a0%ec%97%90-rba%ec%9d%98-%eb%a7%a4%ed%8c%8c%ec%a0%81-%ea%b8%b0%ec%a1%b0%ea%b0%80-%ea%b2%b9%ec%b9%98%eb%a9%b0-%ed%98%b8%ec%a3%bc\/","title":{"rendered":"\uc704\ud5d8\uc120\ud638 \uc2ec\ub9ac \uac1c\uc120\uc5d0 RBA\uc758 \ub9e4\ud30c\uc801 \uae30\uc870\uac00 \uacb9\uce58\uba70 \ud638\uc8fc\ub2ec\ub7ec \uac15\uc138\u2026\uc2dc\uc7a5\uc740 3\uc6d4 \uae08\ub9ac\uc778\uc0c1 \uac00\ub2a5\uc131 \ubc18\uc601, OCBC\ub294 5\uc6d4 \uc778\uc0c1 \uc804\ub9dd"},"content":{"rendered":"\ud638\uc8fc\ub2ec\ub7ec\ub294 \uae00\ub85c\ubc8c \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: \uc778\ud50c\ub808\uc774\uc158 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc801\uadf9\uc801\uc778) \ud0dc\ub3c4\ub97c \ubcf4\uc774\uba74\uc11c \uc0c1\uc2b9\ud588\ub2e4. \ub2e8\uae30 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \ubc18\uc601\uc774 \ucee4\uc84c\uc9c0\ub9cc, \ub2e4\uc74c \uc778\uc0c1 \uc2dc\uc810\uc5d0 \ub300\ud55c \uae30\ub300\ub294 \uc5ec\uc804\ud788 5\uc6d4\uc5d0 \uc9d1\uc911\ub3fc \uc788\ub2e4.\n\n\uc624\ubc84\ub098\uc774\ud2b8 \uc778\ub371\uc2a4 \uc2a4\uc651(OIS\u00b7\uc775\uc77c \uae08\ub9ac\ub97c \uae30\uc900\uc73c\ub85c \uace0\uc815\uae08\ub9ac\uc640 \ubcc0\ub3d9\uae08\ub9ac\ub97c \uad50\ud658\ud574 \uc815\ucc45\uae08\ub9ac \uc804\ub9dd\uc744 \ubc18\uc601\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488) \uc2dc\uc7a5\uc5d0\uc11c\ub294 3\uc6d4\ubb3c \uae08\ub9ac \uc804\ub9dd\uc5d0 8bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b70.01%\ud3ec\uc778\ud2b8) \uc218\uc900\uc758 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1) \uae30\ub300\uac00 \ucd94\uac00\ub418\uba70 14bp\ub85c \uc62c\ub77c\uc130\ub2e4. \uc774\ub294 \ud558\uc6b0\uc800 RBA \ubd80\ucd1d\uc7ac\uac00 \u201c\uc778\ud50c\ub808\uc774\uc158\uc774 \uc5ec\uc804\ud788 \ub108\ubb34 \ub192\uace0, \uae34\ucd95\uc774 \ubd80\uc871\ud55c \uac83 \uc5ed\uc2dc \ubb38\uc81c\uac00 \ub420 \uc218 \uc788\ub2e4\u201d\uace0 \uc5b8\uae09\ud55c \ub4a4 \ub098\ud0c0\ub09c \uc7ac\ud3c9\uac00\ub2e4.\n\n<h3>Rba Turns More Hawkish<\/h3>\n\uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\ub3c4 \ud638\uc8fc\uc758 \uc218\ucd9c \uad6c\uc870\ub97c \ud1b5\ud574 \ud1b5\ud654 \uac00\uce58\ub97c \uc9c0\uc9c0\ud588\ub2e4. \ud638\uc8fc\ub294 LNG(\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4\u00b7\ucc9c\uc5f0\uac00\uc2a4\ub97c \uc561\uccb4\ub85c \ub9cc\ub4e4\uc5b4 \uc6b4\uc1a1\ud558\ub294 \ud615\ud0dc)\uc640 \uc11d\ud0c4\uc744 \uc21c\uc218\ucd9c\ud558\ub294 \uad6d\uac00\ub85c, \uc720\uac00\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba74 \uac04\uc811\uc801\uc73c\ub85c \uc218\ud61c\ub97c \ubcfc \uc218 \uc788\ub2e4.\n\nRBA\uac00 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub354 \uac15\ud558\uac8c \ub300\uc751\ud558\uaca0\ub2e4\ub294 \uc2e0\ud638\ub97c \ub0b4\uba70 \uc815\ucc45 \uae30\uc870 \ubcc0\ud654\uac00 \ub69c\ub837\ud574\uc9c0\uace0 \uc788\ub2e4. \ucd5c\uadfc \ub2f9\uad6d\uc790 \ubc1c\uc5b8 \uc774\ud6c4 \uc2dc\uc7a5\uc740 3\uc6d4 \uae08\ub9ac \uc778\uc0c1 \ud655\ub960\uc744 50% \uc774\uc0c1\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uba87 \uc8fc \uc804\uacfc \ube44\uad50\ud574 \ud070 \ubcc0\ud654\ub2e4. \uadfc\uac70\ub85c\ub294 2025\ub144 \ub9d0 \ubb3c\uac00 \uc9c0\ud45c\uac00 \uac70\ub860\ub418\ub294\ub370, \uc5f0\uac04 \uc0c1\uc2b9\ub960\uc774 3.9%\ub85c RBA\uc758 \ubaa9\ud45c \ubc94\uc704(\ubaa9\ud45c \ubc34\ub4dc\u00b7\uc815\ucc45\ub2f9\uad6d\uc774 \ubc14\ub78c\uc9c1\ud558\ub2e4\uace0 \ubcf4\ub294 \ubb3c\uac00\uc0c1\uc2b9\ub960 \ubc94\uc704)\ub97c \uc6c3\ub3cc\uc558\ub2e4.\n\n\uc774\ucc98\ub7fc \ub2e8\uae30 \uc778\uc0c1 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4 \ub9cc\ud07c, \ud2b8\ub808\uc774\ub354\ub294 \ub9cc\uae30\uac00 \uc9e7\uc740 \ud638\uc8fc\ub2ec\ub7ec \ucf5c\uc635\uc158(\uc624\ub97c \ub54c \uc774\uc775\uc774 \ub098\ub294 \uc120\ud0dd\uad8c\u00b7\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ub9e4\uc218\ud560 \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\uc635\uc158\uc740 \uc774\ub2ec \uae5c\uc9dd \uc778\uc0c1\uc73c\ub85c \uc778\ud55c \uc0c1\uc2b9 \uc5ec\ub825\uc740 \ub2f4\ub418, RBA\uac00 5\uc6d4\uae4c\uc9c0 \uae30\ub2e4\ub9b4 \uacbd\uc6b0 \uc190\uc2e4\uc744 \uc81c\ud55c\ud558\ub294 \uad6c\uc870\ub2e4. \ubd88\ud655\uc2e4\uc131 \ud655\ub300\ub294 \uc635\uc158 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \uc5bc\ub9c8\ub098 \ud06c\uac8c \ud754\ub4e4\ub9b4\uc9c0\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uae30\ub300)\uc744 \ub04c\uc5b4\uc62c\ub824 \uc635\uc158 \uac00\uaca9\uc744 \ub192\uc600\uc9c0\ub9cc, \ubc18\ub300\ub85c \uae09\uaca9\ud55c \ud658\uc728 \uc6c0\uc9c1\uc784\uc5d0\ub294 \ub354 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud558\uac8c \ub9cc\ub4e0\ub2e4.\n\n<h3>Energy Exports Support The Aussie<\/h3>\n\ud638\uc8fc\ub2ec\ub7ec \uac15\uc138 \ub17c\ub9ac\ub294 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub192\uc740 \ud658\uacbd\uc5d0\uc11c \ud638\uc8fc\uc758 \uacac\uc870\ud55c \uc218\ucd9c \uc9c0\uc704\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. LNG\uc640 \uc11d\ud0c4\uc758 \uc8fc\uc694 \uc21c\uc218\ucd9c\uad6d\uc778 \ud638\uc8fc\uc758 \uad50\uc5ed\uc870\uac74(terms of trade\u00b7\uc218\ucd9c \uac00\uaca9\uc774 \uc218\uc785 \uac00\uaca9 \ub300\ube44 \uc5bc\ub9c8\ub098 \uc720\ub9ac\ud55c\uc9c0 \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\uc774 \uac1c\uc120\ub418\uace0 \uc788\ub2e4. \uc774\ub294 LNG \ud604\ubb3c\uac00\uaca9 \ubca4\uce58\ub9c8\ud06c\uc778 JKM(\uc77c\ubcf8-\ud55c\uad6d \ub9c8\ucee4\u00b7\uc544\uc2dc\uc544 LNG \uac00\uaca9 \uae30\uc900)\uc774 \uc62c\ud574 \ucd08\uae4c\uc9c0 5\ub144 \ud3c9\uade0 \ub300\ube44 25% \uc774\uc0c1 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud55c \uc810\uc5d0\uc11c\ub3c4 \ud655\uc778\ub418\uba70, \ud638\uc8fc\uc758 \uc218\ucd9c \uc218\uc775\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \ub3c4\uc6c0\uc774 \ub41c\ub2e4.\n\n\uc774 \ud750\ub984\uc740 2025\ub144\uc758 \ubcc0\ub3d9\uc131 \uc774\ud6c4 \uae00\ub85c\ubc8c \uc704\ud5d8 \uc120\ud638 \uc2ec\ub9ac\uac00 \uc548\uc815\ub418\ub294 \uad6d\uba74\uc5d0\uc11c \ud2b9\ud788 \uc6b0\ud638\uc801\uc778 \ubc30\uacbd\uc744 \ub9cc\ub4e0\ub2e4. \uacfc\uac70 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub192\uc558\ub358 \uc2dc\uae30\uc5d0\ub3c4 \ucd08\uae30 \ubd88\uc548\uc774 \uc7a6\uc544\ub4e4\uba74 \ud638\uc8fc\ub2ec\ub7ec\uac00 \uac15\uc138\ub97c \ubcf4\uc774\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc558\ub2e4. \ucd5c\uadfc VIX(\ubcc0\ub3d9\uc131\uc9c0\uc218\u00b7\ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \ubd88\uc548 \uc2ec\ub9ac\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c) \ub4f1 \uc2dc\uc7a5 \ubd88\uc548 \uc9c0\ud45c\uac00 \ud558\ub77d\ud558\uba74\uc11c, \uc2dc\uc7a5\uc758 \ucd08\uc810\uc740 \uae08\ub9ac \ucc28(\uad6d\uac00 \uac04 \uae08\ub9ac \uaca9\ucc28)\uc640 \ubb34\uc5ed\uc218\uc9c0(\uc218\ucd9c\uc785 \ucc28\uc774) \uac19\uc740 \uae30\ucd08 \uc5ec\uac74\uc73c\ub85c \uc62e\uaca8\uac00\uace0 \uc788\uace0, \ub450 \uc694\uc778 \ubaa8\ub450 \ud638\uc8fc\ub2ec\ub7ec\uc5d0 \uc720\ub9ac\ud558\uac8c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4.\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ud638\uc8fc\ub2ec\ub7ec, \u2018\ub9e4\ud30c\u2019 RBA\uc640 \uc704\ud5d8\uc120\ud638 \ud68c\ubcf5\uc5d0 \uc0c1\uc2b9 \ud0c4\ub825. OIS 3\uc6d4 \uc778\uc0c1 \uae30\ub300 14bp\ub85c \ud655\ub300, \ud655\ub960 50%+ \ubc18\uc601. \uc5d0\ub108\uc9c0 \uc218\ucd9c\u00b7\uad50\uc5ed\uc870\uac74 \uac1c\uc120\uc774 \ucd94\uac00 \uc9c0\uc9c0. \uc2dc\uc7a5\uc740 5\uc6d4 \uc778\uc0c1\uc5d0 \ubb34\uac8c.<\/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-40621","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\/40621","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=40621"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40621\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40621"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40621"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40621"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}