{"id":41275,"date":"2026-03-16T22:42:26","date_gmt":"2026-03-16T22:42:26","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg-%ec%97%90%eb%84%88%ec%a7%80-%eb%b9%84%ec%9a%a9-%ec%83%81%ec%8a%b9-%ec%98%81%ea%b5%ad-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ec%9a%b0%eb%a0%a4-%ed%82%a4%ec%9b%8cboe\/"},"modified":"2026-03-16T22:42:26","modified_gmt":"2026-03-16T22:42:26","slug":"mufg-%ec%97%90%eb%84%88%ec%a7%80-%eb%b9%84%ec%9a%a9-%ec%83%81%ec%8a%b9-%ec%98%81%ea%b5%ad-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ec%9a%b0%eb%a0%a4-%ed%82%a4%ec%9b%8cboe","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg-%ec%97%90%eb%84%88%ec%a7%80-%eb%b9%84%ec%9a%a9-%ec%83%81%ec%8a%b9-%ec%98%81%ea%b5%ad-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ec%9a%b0%eb%a0%a4-%ed%82%a4%ec%9b%8cboe\/","title":{"rendered":"MUFG \u201c\uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9, \uc601\uad6d \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824 \ud0a4\uc6cc\u2026BoE \uae08\ub9ac \uc778\uc0c1 \ubca0\ud305 \ud655\ub300\uc5d0 \uc720\ub7fd \ub300\ube44 \ud30c\uc6b4\ub4dc \uac15\uc138\u201d"},"content":{"rendered":"\uc601\uad6d\uc758 \uae30\uc900\uae08\ub9ac \uc804\ub9dd\uc774 \u2018\uc778\ud558\u2019\uc5d0\uc11c \u2018\uc778\uc0c1 \uac00\ub2a5\uc131\u2019\uc73c\ub85c \ubc14\ub00c\uc5c8\ub2e4. \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc774 \ubb3c\uac00 \uc0c1\uc2b9 \uc704\ud5d8\uc744 \ud0a4\uc6b0\uba74\uc11c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud30c\uc6b4\ub4dc\ud654\ub294 \ucd5c\uadfc \ub2e4\ub978 \uc720\ub7fd \ud1b5\ud654 \ub300\ube44 \uac15\uc138\ub97c \ubcf4\uc600\ub2e4.\n\n\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc601\ub780\uc740\ud589(BoE)\uc758 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uc904\uc5c8\uace0, \ub2e4\uc74c \uc870\uce58\uac00 \u2018\uc778\uc0c1\u2019\uc77c \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc5f0\ub9d0\uae4c\uc9c0 \uc57d 13bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, 0.01%\ud3ec\uc778\ud2b8) \uc218\uc900\uc758 \ucd94\uac00 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1 \ubc29\ud5a5\uc758 \uc815\ucc45)\uc774 \uac00\uaca9\uc5d0 \ubc18\uc601\ub3fc \uc788\ub2e4. \uc911\ub3d9 \ubd84\uc7c1 \uc774\uc804\uc5d0\ub294 \ub450 \ucc28\ub840(\uac01 25bp) \uae08\ub9ac \uc778\ud558\uac00 \ubc18\uc601\ub410\uc5c8\ub2e4.\n\n

Market Repricing And Inflation Risks<\/h3>\n\uc601\ub780\uc740\ud589\uc740 \uae30\uc900\uae08\ub9ac\ub97c \ub3d9\uacb0\ud558\ub418, \uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1(\uc5d0\ub108\uc9c0 \uc1fc\ud06c)\uacfc \uc5f0\uacb0\ub41c \ubb3c\uac00 \uc555\ub825\uc774 \uc624\ub798 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\ub97c \ub0b4\ube44\uce60 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ubb3c\uac00 \uc804\ub9dd\uc758 \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c0\uba74, \ub354 \ubd84\uba85\ud55c \uc9c0\ud45c\uac00 \ub098\uc62c \ub54c\uae4c\uc9c0 \uae08\ub9ac\ub97c \uc720\uc9c0\ud558\uc790\ub294 \ud45c\uacb0\uc774 \ub298\uc5b4\ub0a0 \uc218 \uc788\ub2e4.\n\n\uc601\ub780\uc740\ud589\uc758 \ubc1c\uc5b8\uc740 \ud544\uc694\ud560 \uacbd\uc6b0 \ubb3c\uac00 \uc704\ud5d8\uc744 \ub9c9\uae30 \uc704\ud574 \uc815\ucc45\uc744 \ub354 \uae34\ucd95\uc801\uc73c\ub85c(\uae08\ub9ac\ub97c \ub354 \uc62c\ub9ac\ub294 \ucabd\uc73c\ub85c) \uac00\uc838\uac08 \uc5ec\uc9c0\ub97c \ub0a8\uae38 \uc218 \uc788\ub2e4. \uc815\ucc45 \uc804\ub9dd\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc5bc\ub9c8\ub098 \uc624\ub798 \uc720\uc9c0\ud558\ub290\ub0d0\uc5d0 \ub2ec\ub9b4 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.\n\n\uc678\ud658\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc601\uad6d \uae08\ub9ac \uc804\ub9dd\uc774 \uc7ac\uc870\uc815(\uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc608\uc0c1 \uae08\ub9ac \uacbd\ub85c\ub97c \ub2e4\uc2dc \ubc18\uc601)\ub418\uba74\uc11c \ud30c\uc6b4\ub4dc\ud654\uac00 \uc720\ub7fd \ud1b5\ud654 \ub300\ube44 \uac15\uc138\ub97c \ubcf4\uc600\ub2e4. EUR\/GBP(\uc720\ub85c\/\ud30c\uc6b4\ub4dc \ud658\uc728)\ub294 0.8600 \ubd80\uadfc\uc73c\ub85c \ub418\ub3cc\uc544\uc654\ub294\ub370, \uc774\ub294 \uc9c0\ub09c\ud574 \uc911\ubc18 \uc774\ud6c4 \uc800\uc810 \uc218\uc900\uc5d0 \uac00\uae5d\ub2e4.\n\n

Trading Implications For Sterling<\/h3>\n2025\ub144\uc5d0 \ub098\ud0c0\ub09c \uc601\uad6d \uae08\ub9ac \uae30\ub300\uc758 \uae09\uaca9\ud55c \ubcc0\ud654\uac00 \ud604\uc7ac \uc2dc\uc7a5\uc5d0 \ubc18\uc601\ub418\uace0 \uc788\ub2e4. \uc911\ub3d9 \ubd84\uc7c1\uc5d0 \ub530\ub978 \uc5d0\ub108\uc9c0 \uac00\uaca9 \ucda9\uaca9\uc73c\ub85c \uc2dc\uc7a5\uc740 \uae08\ub9ac \uc778\ud558 \uc804\ub9dd\uc744 \uc811\uace0 \uae34\ucd95\uc744 \ubc18\uc601\ud588\uc73c\uba70, \uc774\ub7f0 \ubd84\uc704\uae30\ub294 \uc62c\ud574\ub3c4 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. 2026\ub144 2\uc6d4 \uc601\uad6d \ubb3c\uac00\uc0c1\uc2b9\ub960\uc774 3.1%\ub85c \ub192\uac8c \ub098\uc624\uba70(\ub048\uc801\ud55c \ubb3c\uac00, \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \ubb3c\uac00), \uc601\ub780\uc740\ud589 \ubaa9\ud45c\ub97c \uc6c3\ub3cc\uace0 \uc788\uc5b4 \ub9e4\ud30c\uc801(\uc778\ud50c\ub808\uc774\uc158\uc744 \uc7a1\uae30 \uc704\ud574 \uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub192\uc740 \uae08\ub9ac\ub97c \uc720\uc9c0\ud558\ub824\ub294) \uae30\uc870\uac00 \uc720\uc9c0\ub420 \uadfc\uac70\uac00 \ub410\ub2e4.\n\n\uc774\ub7f0 \ud658\uacbd\uc740 \ud30c\uc6b4\ub4dc\ud654\uc5d0 \uc6b0\ud638\uc801\uc774\uba70, \ud2b9\ud788 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \ub354 \ud070 \uc720\ub85c\ud654 \ub300\ube44 \uac15\uc138 \uc694\uc778\uc774\ub2e4. EUR\/GBP\ub294 \uc9c0\ub09c\ud574 \uc2dc\ud5d8\ud588\ub358 0.8600 \uc544\ub798\ub85c \ub0b4\ub824\uc130\uace0 \ud604\uc7ac 0.8520 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4. \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \ud2b8\ub808\uc774\ub354\ub294 EUR\/GBP \ud48b\uc635\uc158(\ud658\uc728\uc774 \ud558\ub77d\ud560 \ub54c \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)\uc744 \ud65c\uc6a9\ud574 \ucd94\uac00 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\uc73c\uba70, \uc8fc\uc694 \uae30\uc220\uc801 \uac00\uaca9\ub300(\ucc28\ud2b8\uc5d0\uc11c \uc9c0\uc9c0\u00b7\uc800\ud56d\uc774 \ub098\ud0c0\ub098\ub294 \uad6c\uac04)\ub97c \ud589\uc0ac\uac00\ub85c \ud65c\uc6a9\ud560 \uc218 \uc788\ub2e4.\n\n2026\ub144 1\uc6d4 \uc601\ub780\uc740\ud589\uc774 \uc815\ucc45\uae08\ub9ac\uc778 Bank Rate(\uc601\uad6d\uc758 \uae30\uc900\uae08\ub9ac)\ub97c 5.50%\ub85c \uc62c\ub9b0 \uacb0\uc815\uc740 \ub9e4\ud30c \uae30\uc870\ub97c \uad73\ud614\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uc120\ubb3c\u00b7\uc635\uc158 \ub4f1 \uac00\uaca9\uc774 \uae08\ub9ac\u00b7\ud658\uc728 \uac19\uc740 \uae30\ucd08\uc790\uc0b0\uc5d0 \ub530\ub77c \uc6c0\uc9c1\uc774\ub294 \uc0c1\ud488) \uac00\uaca9\uc740 \u201c\ub354 \ub192\uace0 \ub354 \uc624\ub798(higher for longer)\u201d \uc2dc\ub098\ub9ac\uc624, \uc989 \ub192\uc740 \uae08\ub9ac\uac00 \uc7a5\uae30\uac04 \uc9c0\uc18d\ub420 \uac00\ub2a5\uc131\uc744 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. SONIA \uc120\ubb3c(\uc601\uad6d \ubb34\ub2f4\ubcf4 \uc775\uc77c \uae08\ub9ac\uc778 SONIA\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \uae08\ub9ac \uc120\ubb3c)\uc740 \uc774\ub97c \uc9c1\uc811\uc801\uc73c\ub85c \ubc18\uc601\ud558\ub294 \uac70\ub798 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4. \ud604\uc7ac \uc2dc\uc7a5\uc740 \ucd5c\uc18c 2026\ub144 \ub9d0 \uc774\uc804\uc5d0\ub294 \uae08\ub9ac \uc778\ud558\ub97c \uac70\uc758 \ubc18\uc601\ud558\uc9c0 \uc54a\uace0 \uc788\ub2e4. \uc784\uae08 \uc0c1\uc2b9\uc138\uac00 \uacc4\uc18d \uac15\ud558\uac8c \ub098\ud0c0\ub09c\ub2e4\ub294 \ub370\uc774\ud130\uac00 \ub098\uc624\uba74(\uc784\uae08 \uc0c1\uc2b9\ub960 5.2%\ucc98\ub7fc), \uae08\ub9ac \uc778\ud558 \uc2dc\uc810 \uae30\ub300\ub294 \ub354 \ub4a4\ub85c \ubc00\ub9b4 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.\n\n\ubcc0\ub3d9\uc131(\uac00\uaca9\uc758 \ud754\ub4e4\ub9bc \ud06c\uae30)\uc740 \uc5ec\uc804\ud788 \ud575\uc2ec \ubcc0\uc218\ub2e4. \ud2b9\ud788 \uc601\ub780\uc740\ud589 \ud68c\uc758\uc640 \ubb3c\uac00 \uc9c0\ud45c \ubc1c\ud45c \uc804\ud6c4\ub85c \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. GBP\/USD \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ud589\uc0ac\uac00\u00b7\ub9cc\uae30\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \ub9e4\uc218\ud574 \ud070 \ubcc0\ub3d9 \uc790\uccb4\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5) \uac19\uc740 \uc635\uc158 \uc804\ub7b5\uc740 \ud2b9\uc815 \ubc29\ud5a5\uc744 \ub9de\ud788\uc9c0 \uc54a\uc544\ub3c4 \uc774\ubca4\ud2b8 \uc774\ud6c4 \ud070 \uac00\uaca9 \uc6c0\uc9c1\uc784\uc5d0\uc11c \uae30\ud68c\ub97c \ub178\ub9b4 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \ubd88\ud655\uc2e4\uc131\uc774 \ub0a8\uc544 \uc788\ub294 \ub9cc\ud07c, \uc190\uc2e4\uc774 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc73c\ub85c \uc81c\ud55c\ub418\ub294 \u2018\uc704\ud5d8 \uc81c\ud55c\u2019 \uad6c\uc870\uac00 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\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\ud30c\uc6b4\ub4dc \uac15\uc138, \uc774\uc81c \uc2dc\uc791?\u201d \uc5d0\ub108\uc9c0\ubc1c \uc778\ud50c\ub808 \uc6b0\ub824\ub85c \uc601\ub780\uc740\ud589 \uae08\ub9ac \uc804\ub9dd\uc774 \uc778\ud558\uc5d0\uc11c \uc778\uc0c1 \uac00\ub2a5\uc131\uc73c\ub85c \uae09\uc120\ud68c. \uc5f0\ub9d0 13bp \uae34\ucd95 \ubc18\uc601, EUR\/GBP\ub294 0.86 \ud558\ud68c\ud558\uba70 \uc57d\uc138.<\/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-41275","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\/41275","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=41275"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41275\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41275"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41275"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41275"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}