{"id":40859,"date":"2026-03-13T03:49:45","date_gmt":"2026-03-13T03:49:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%95%84%eb%a5%b4%ed%97%a8%ed%8b%b0%eb%82%98-2%ec%9b%94-%ec%9b%94%ea%b0%84-cpi-2-9%ec%8b%9c%ec%9e%a5-%ec%98%88%ec%83%81%ec%b9%98-2-7-%ec%83%81%ed%9a%8c-%ed%86%b5%ea%b3%84-%eb%b0%9c%ed%91%9c\/"},"modified":"2026-03-13T03:49:45","modified_gmt":"2026-03-13T03:49:45","slug":"%ec%95%84%eb%a5%b4%ed%97%a8%ed%8b%b0%eb%82%98-2%ec%9b%94-%ec%9b%94%ea%b0%84-cpi-2-9%ec%8b%9c%ec%9e%a5-%ec%98%88%ec%83%81%ec%b9%98-2-7-%ec%83%81%ed%9a%8c-%ed%86%b5%ea%b3%84-%eb%b0%9c%ed%91%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%95%84%eb%a5%b4%ed%97%a8%ed%8b%b0%eb%82%98-2%ec%9b%94-%ec%9b%94%ea%b0%84-cpi-2-9%ec%8b%9c%ec%9e%a5-%ec%98%88%ec%83%81%ec%b9%98-2-7-%ec%83%81%ed%9a%8c-%ed%86%b5%ea%b3%84-%eb%b0%9c%ed%91%9c\/","title":{"rendered":"\uc544\ub974\ud5e8\ud2f0\ub098 2\uc6d4 \uc6d4\uac04 CPI 2.9%\u2026\uc2dc\uc7a5 \uc608\uc0c1\uce58 2.7% \uc0c1\ud68c, \ud1b5\uacc4 \ubc1c\ud45c"},"content":{"rendered":"\uc544\ub974\ud5e8\ud2f0\ub098\uc758 2\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uc804\uc6d4 \ub300\ube44)\ub294 2.9% \uc0c1\uc2b9\ud588\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58(2.7%)\ub97c \uc6c3\ub3cc\uc558\ub2e4.\n\nCPI\ub294 \uc804\ub2ec\uacfc \ube44\uad50\ud574 \uc18c\ube44\uc790\uac00 \uc2e4\uc81c\ub85c \uad6c\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc774 \uc5bc\ub9c8\ub098 \ubcc0\ud588\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c\ub2e4. 2\uc6d4 \uc218\uce58\ub294 \uc608\uc0c1\ubcf4\ub2e4 \uc6d4\uac04 \ubb3c\uac00 \uc0c1\uc2b9 \uc18d\ub3c4\uac00 \ub354 \ube60\ub974\ub2e4\ub294 \ub73b\uc774\ub2e4.\n\n<h3>\uc815\ucc45\uae08\ub9ac \uc804\ub9dd<\/h3>\n2\uc6d4 \ubb3c\uac00\uc0c1\uc2b9\ub960 2.9%\ub294 \ubb3c\uac00 \uc555\ub825\uc774 \uc608\uc0c1\ub9cc\ud07c \ube60\ub974\uac8c \uaebe\uc774\uc9c0 \uc54a\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc544\ub974\ud5e8\ud2f0\ub098 \uc911\uc559\uc740\ud589(BCRA\u00b7Banco Central de la Rep\u00fablica Argentina)\uc740 \uc120\ud0dd\uc9c0\uac00 \uc881\uc544\uc84c\uace0, \ub2f9\ubd84\uac04 \uae30\uc900\uae08\ub9ac(\uc815\ucc45\uae08\ub9ac) 45%\ub97c \uc778\ud558\ud560 \uac00\ub2a5\uc131\uc740 \ub0ae\uc544 \ubcf4\uc778\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uae08\ub9ac\ub294 \uc2dc\uc7a5\uc774 \uadf8\ub3d9\uc548 \ubc18\uc601\ud574 \uc628 \uac83\ubcf4\ub2e4 \ub192\uc740 \uc218\uc900\uc5d0\uc11c \ub354 \uc624\ub798 \uc720\uc9c0\ub420 \uc218 \uc788\ub2e4.\n\n\uc774\ucc98\ub7fc \ubb3c\uac00\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\uc73c\uba74 \uc544\ub974\ud5e8\ud2f0\ub098 \ud398\uc18c \uc804\ub9dd\ub3c4 \ubcf5\uc7a1\ud574\uc9c4\ub2e4. \uc77c\ubc18\uc801\uc73c\ub85c \uae08\ub9ac\uac00 \ub192\uc73c\uba74 \ud574\uc678 \uc790\uae08 \uc720\uc785\uc5d0 \uc720\ub9ac\ud574 \ud1b5\ud654\uc5d0 \ub3c4\uc6c0\uc774 \ub418\uc9c0\ub9cc, \uc778\ud50c\ub808\uc774\uc158\uc774 \uacc4\uc18d\ub418\uba74 \uc2e4\uc9c8\uc218\uc775\ub960(\uba85\ubaa9\uae08\ub9ac\uc5d0\uc11c \ubb3c\uac00\uc0c1\uc2b9\ub960\uc744 \ube80 \uc2e4\uc81c \uc218\uc775)\uc774 \ub5a8\uc5b4\uc9c0\uace0 \ud22c\uc790\uc2ec\ub9ac\ub3c4 \uc57d\ud574\uc9c4\ub2e4. \ub2ec\ub7ec\ub2f9 1,250\uc544\ub974\ud5e8\ud2f0\ub098\ud398\uc18c(ARS)\uc778 \uacf5\uc2dd\ud658\uc728\uacfc, \ube44\uacf5\uc2dd \uc2dc\uc7a5\uc5d0\uc11c \ud615\uc131\ub418\ub294 \ubcd1\ud589\ud658\uc728\uc778 \u2018\ube14\ub8e8 \ub2ec\ub7ec\u2019(blue dollar) \ud658\uc728\uc774 1,800 \uc548\ud30e\uae4c\uc9c0 \ubc8c\uc5b4\uc9c4 \uc810\uc740 \uc774\ub7f0 \uae34\uc7a5\uc744 \ubcf4\uc5ec\uc8fc\uba70, \ud3c9\uac00\uc808\ud558(\ud1b5\ud654 \uac00\uce58 \ud558\ub77d) \uc555\ub825\uc774 \uc313\uc774\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\n\ud2b8\ub808\uc774\ub354\ub294 \ud398\uc18c\uc758 \ud06c\ub864\ub9c1 \ud398\uadf8(crawling peg\u00b7\ud658\uc728\uc744 \uc77c\uc815\ud55c \uc18d\ub3c4\ub85c \uc870\uae08\uc529 \uc870\uc815\ud558\ub294 \uad00\ub9ac \ubc29\uc2dd)\uac00 \ub354 \ube68\ub77c\uc9c0\uac70\ub098 \ub354 \uae09\uaca9\ud55c \ud658\uc728 \uc870\uc815\uc774 \ub098\uc62c \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \uc635\uc158\uc744 \ud65c\uc6a9\ud55c \ud5e4\uc9c0(\uc704\ud5d8\ud68c\ud53c)\ub97c \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility\u00b7\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \uc2dc\uc7a5\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131)\uc740 \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uc0c1\uc2b9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. 2025\ub144 \uc911\ubc18\uc5d0\ub3c4 \ubb3c\uac00\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\uc628 \ub4a4 \uc678\ud658(FX) \ubcc0\ub3d9\uc131\uc774 \uae09\ub4f1\ud588\ub2e4\uac00 \uc9c4\uc815\ub418\ub294 \ud750\ub984\uc774 \ub098\ud0c0\ub09c \ubc14 \uc788\ub2e4.\n\n2024\ub144 \ucd08\uc778\ud50c\ub808\uc774\uc158(\ub9e4\ub2ec \ubb3c\uac00\uac00 \uae09\ub4f1\ud558\ub358 \uc2dc\uae30)\uacfc \ube44\uad50\ud558\uba74 \uc6d4 2.9%\ub294 \ub0ae\uc544 \ubcf4\uc77c \uc218 \uc788\uc9c0\ub9cc, \uc9c0\uae08\uc740 \uc0c1\ud669\uc774 \ub2e4\ub974\ub2e4. \uc2dc\uc7a5\uc740 \ubb3c\uac00\uac00 \ub9e4\ub044\ub7fd\uac8c \ub454\ud654\ub420 \uac83\uc73c\ub85c \ubd24\uae30 \ub54c\ubb38\uc5d0 \uc774\ubc88 \u2018\uc0c1\ubc29 \uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\ubcf4\ub2e4 \ub192\uc740 \uacb0\uacfc)\u2019\ub294 \uc758\ubbf8\uac00 \ud06c\ub2e4. \uc778\ud50c\ub808\uc774\uc158\uc744 \uc7a1\ub294 \ub9c8\uc9c0\ub9c9 \uad6c\uac04\uc774 \uacbd\uc81c \uc548\uc815\ud654 \uacc4\ud68d\uc5d0\uc11c \uac00\uc7a5 \uc5b4\ub824\uc6b4 \ub2e8\uacc4\uac00 \ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\n<h3>\uc2dc\uc7a5 \uc601\ud5a5<\/h3>\n\uba54\ub974\ubc1c(Merval) \uc8fc\uac00\uc9c0\uc218\uc5d0\ub294 \ubd80\ub2f4 \uc694\uc778\uc774\ub2e4. \ub192\uc740 \uae08\ub9ac\uac00 \uc624\ub798 \uc9c0\uc18d\ub418\uba74 \uacbd\uc81c\uc131\uc7a5\uc744 \ub20c\ub7ec \uae30\uc5c5 \uc774\uc775\ub960(\ub9c8\uc9c4)\uc744 \uc555\ubc15\ud560 \uc218 \uc788\ub2e4. \uc9c0\ub09c 1\ub144\uac04 \uc9c0\uc218\uac00 120% \ub118\uac8c \uae09\ub4f1\ud55c \ub9cc\ud07c \uc870\uc815(\ub2e8\uae30 \ud558\ub77d) \uc704\ud5d8\ub3c4 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \ubbf8\uad6d \uc0c1\uc7a5 ETF\uc778 ARGT \uac19\uc740 \uc0c1\ud488\uc5d0\uc11c \ubcf4\ud638\uc801 \ud48b(protective put\u00b7\uc8fc\uac00 \ud558\ub77d \uc2dc \uc190\uc2e4\uc744 \uc81c\ud55c\ud558\uae30 \uc704\ud574 \ubbf8\ub9ac \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5)\uc740 \uc8fc\uc2dd \uc775\uc2a4\ud3ec\uc800(\ud22c\uc790 \ub178\ucd9c)\ub97c \uad00\ub9ac\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n\uc774\ubc88 \ubb3c\uac00 \uc9c0\ud45c\ub294 \uc544\ub974\ud5e8\ud2f0\ub098 \uc2e0\uc6a9\ubd80\ub3c4\uc2a4\uc651(CDS\u00b7\uad6d\uac00\uac00 \ucc44\ubb34\ub97c \ubabb \uac1a\uc744 \uc704\ud5d8\uc744 \ub300\ube44\ud558\ub294 \uc77c\uc885\uc758 \ubcf4\ud5d8) \uc2a4\ud504\ub808\ub4dc(\uac00\uc0b0\uae08\ub9ac)\ub3c4 \ud604\uc7ac \uc57d 1,400bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b70.01%\ud3ec\uc778\ud2b8) \uc218\uc900\uc5d0\uc11c \ub354 \ubc8c\uc5b4\uc9c0\uac8c \ud560 \uc218 \uc788\ub2e4. \uc815\ubd80\uac00 \uc7ac\uc815\ud751\uc790(\uc138\uc785\uc774 \uc138\ucd9c\ubcf4\ub2e4 \ub9ce\uc740 \uc0c1\ud0dc)\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub294\uc9c0\ub294 \uacbd\uc81c \uc548\uc815\uacfc \uc5f0\uacb0\ub3fc \uc788\ub294\ub370, \uace0\ubb3c\uac00\uac00 \uc774\ub97c \ud754\ub4e4 \uc218 \uc788\ub2e4. \uad6d\uac00\uc704\ud5d8 \uc778\uc2dd\uc774 \ub192\uc544\uc9c0\uba74 CDS \ubcf4\ud638 \ub9e4\uc218(\ub514\ud3f4\ud2b8 \uc704\ud5d8\uc5d0 \ub300\ube44\ud574 CDS\ub97c \uc0ac\ub294 \uac70\ub798)\uac00 \ub298\uc5b4\ub0a0 \uc218 \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>\uc544\ub974\ud5e8\ud2f0\ub098 2\uc6d4 CPI \uc804\uc6d4\ube44 2.9%\ub85c \uc608\uc0c1 \uc0c1\ud68c\u2026\uae08\ub9ac 45% \uc778\ud558 \uba40\uc5b4\uc9c0\uba70 \ud398\uc18c\u00b7\ud658\uc728 \ubd88\uc548 \ud655\ub300. \uba54\ub974\ubc1c \uc870\uc815\u00b7CDS \uc2a4\ud504\ub808\ub4dc \ud655\ub300 \uac00\ub2a5, \uc635\uc158 \ud5e4\uc9c0 \uc218\uc694\ub3c4 \ucee4\uc9c4\ub2e4.<\/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-40859","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\/40859","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=40859"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40859\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}