{"id":41335,"date":"2026-03-17T05:43:23","date_gmt":"2026-03-17T05:43:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9a%b0%ec%97%90%eb%8b%a4-%ea%b7%bc%ec%9b%90-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-2%ec%97%90-%ea%b7%bc%ec%a0%91%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ec%a7%80%ec%86%8d\/"},"modified":"2026-03-17T05:43:23","modified_gmt":"2026-03-17T05:43:23","slug":"%ec%9a%b0%ec%97%90%eb%8b%a4-%ea%b7%bc%ec%9b%90-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-2%ec%97%90-%ea%b7%bc%ec%a0%91%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ec%a7%80%ec%86%8d","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9a%b0%ec%97%90%eb%8b%a4-%ea%b7%bc%ec%9b%90-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-2%ec%97%90-%ea%b7%bc%ec%a0%91%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ec%a7%80%ec%86%8d\/","title":{"rendered":"\uc6b0\uc5d0\ub2e4 \u201c\uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158 2%\uc5d0 \uadfc\uc811\u2026\uc911\uc559\uc740\ud589, \uc9c0\uc18d \uac00\ub2a5\ud55c \ub2ec\uc131 \uc704\ud574 \ud1b5\ud654\uc815\ucc45 \uc6b4\uc6a9\u201d"},"content":{"rendered":"\uc77c\ubcf8\uc740\ud589(BOJ) \uc6b0\uc5d0\ub2e4 \uac00\uc988\uc624 \ucd1d\uc7ac\ub294 \uae30\uc870\ubb3c\uac00(\uc77c\uc2dc\uc801 \uc694\uc778\uc744 \ube80 \ubb3c\uac00)\uac00 2% \ubaa9\ud45c\ub97c \ud5a5\ud574 \uc810\uc9c4\uc801\uc73c\ub85c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uadf8\ub294 \ubb3c\uac00 \ubaa9\ud45c\ub97c \uc548\uc815\uc801\uc774\uace0 \uc9c0\uc18d\uc801\uc73c\ub85c \ub2ec\uc131\ud560 \uc218 \uc788\ub3c4\ub85d \ud1b5\ud654\uc815\ucc45\uc744 \uc6b4\uc6a9\ud558\uaca0\ub2e4\uace0 \ub9d0\ud588\ub2e4.\n\n\uc77c\ubcf8\uc740\ud589\uc740 \uae30\uc870\ubb3c\uac00\uac00 2026\ud68c\uacc4\uc5f0\ub3c4 \ud558\ubc18\uae30\ubd80\ud130 2027\ud68c\uacc4\uc5f0\ub3c4\uc5d0 \uac78\uccd0 2% \uc218\uc900\uc73c\ub85c \uc218\ub834\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uae30\uc0ac \uc791\uc131 \uc2dc\uc810 \uae30\uc900 \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc740 0.11% \uc624\ub978 159.21\uc744 \uae30\ub85d\ud588\ub2e4.\n\n

Bank Of Japan Mandate<\/h3>\n\uc77c\ubcf8\uc740\ud589\uc740 \uc77c\ubcf8\uc758 \uc911\uc559\uc740\ud589\uc73c\ub85c, \ud1b5\ud654\uc815\ucc45\uc744 \uacb0\uc815\ud55c\ub2e4. \uc8fc\uc694 \ucc45\ubb34\ub294 \uc9c0\ud3d0 \ubc1c\ud589\uacfc \ubb3c\uac00 \uc548\uc815\uc774\uba70, \ubb3c\uac00 \ubaa9\ud45c\ub294 \ub300\ub7b5 2%\ub2e4.\n\n2013\ub144 \uc77c\ubcf8\uc740\ud589\uc740 \uacbd\uae30 \ubd80\uc591\uacfc \ubb3c\uac00 \uc0c1\uc2b9\uc744 \uc704\ud574 \ucd08\uc644\ud654 \uc815\ucc45\uc744 \uc2dc\uc791\ud588\ub2e4. \uc591\uc801\u00b7\uc9c8\uc801 \uc644\ud654(QQE: \uc911\uc559\uc740\ud589\uc774 \uc0c8\ub85c \ub3c8\uc744 \uacf5\uae09\ud574 \uad6d\ucc44\u00b7\ud68c\uc0ac\ucc44 \uac19\uc740 \uc790\uc0b0\uc744 \ub300\uaddc\ubaa8\ub85c \uc0ac\ub4e4\uc774\ub294 \uc815\ucc45)\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc5d0 \uc790\uae08\uc744 \ud480\uc5c8\ub2e4.\n\n2016\ub144\uc5d0\ub294 \ub9c8\uc774\ub108\uc2a4 \uae08\ub9ac(\uc815\ucc45\uae08\ub9ac\uac00 0% \uc544\ub798\ub85c \ub0b4\ub824\uac00\ub294 \uc870\uce58)\ub97c \ub3c4\uc785\ud588\uace0, 10\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub97c \uad00\ub9ac\ud558\ub294 \uc218\uc775\ub960\uace1\uc120\ud1b5\uc81c(YCC: \ud2b9\uc815 \ub9cc\uae30 \uad6d\ucc44\uae08\ub9ac\ub97c \ubaa9\ud45c \uc218\uc900 \uadfc\ucc98\ub85c \uc720\ub3c4\ud558\ub294 \uc815\ucc45)\ub97c \uc2dc\uc791\ud588\ub2e4. 2024\ub144 3\uc6d4\uc5d0\ub294 \uae08\ub9ac\ub97c \uc778\uc0c1\ud574 \ucd08\uc644\ud654 \uae30\uc870\uc5d0\uc11c \uc77c\ubd80 \ubc97\uc5b4\ub0ac\ub2e4.\n\n\ub300\uaddc\ubaa8 \ubd80\uc591\ucc45\uc740 \uc5d4\ud654\ub97c \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \uc57d\uc138\ub85c \ub9cc\ub4e4\uc5c8\ub2e4. \ud2b9\ud788 2022~2023\ub144 \ub2e4\ub978 \uc911\uc559\uc740\ud589\ub4e4\uc774 \uae08\ub9ac\ub97c \uc62c\ub9ac\uba74\uc11c \uae08\ub9ac \uaca9\ucc28\uac00 \ucee4\uc84c\uace0, \uc5d4\ud654\uc5d0\ub294 \ucd94\uac00 \ud558\ub77d \uc555\ub825\uc774 \uc0dd\uacbc\ub2e4. 2024\ub144\uc5d0\ub294 \uc77c\ubcf8\uc740\ud589\uc774 \uc644\ud654\ub97c \ub418\ub3cc\ub9ac\uae30 \uc2dc\uc791\ud558\uba74\uc11c \uc5d4\ud654 \uc57d\uc138\uac00 \uc77c\ubd80 \ub418\ub3cc\ub824\uc84c\ub2e4.\n\n\uc815\ucc45 \ubcc0\ud654\uc758 \ubc30\uacbd\uc5d0\ub294 \uc5d4\ud654 \uc57d\uc138\uc640 \uae00\ub85c\ubc8c \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \ubb3c\uac00\uac00 2%\ub97c \uc6c3\ub3c8 \uc810\uc774 \uc788\uc5c8\ub2e4. \uc784\uae08 \uc0c1\uc2b9 \uae30\ub300\ub3c4 \uc815\ucc45 \uc804\ud658\uc744 \ub4b7\ubc1b\uce68\ud588\ub2e4.\n\n

Implications For Yen And Traders<\/h3>\n\uc6b0\uc5d0\ub2e4 \ucd1d\uc7ac\uc758 \ubc1c\uc5b8\uc740 \uc77c\ubcf8\uc740\ud589\uc774 \uc2e0\uc911\ud55c \uae30\uc870\ub97c \uc774\uc5b4\uac08 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ubb3c\uac00\uac00 \ubaa9\ud45c \ubc29\ud5a5\uc73c\ub85c \uac00\uace0\ub294 \uc788\uc9c0\ub9cc, \uae08\ub9ac \uc778\uc0c1\uc740 \ube60\ub974\uc9c0 \uc54a\uace0 \ucc9c\ucc9c\ud788 \uc9c4\ud589\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\uba70 \ub2f9\ubd84\uac04 \ub69c\ub837\ud55c \uc778\uc0c1\uc740 \ub098\ud0c0\ub098\uae30 \uc5b4\ub835\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ub294 \uc5d4\ud654 \uc57d\uc138\uc758 \uadfc\ubcf8 \uc694\uc778\uc778 \u2018\uc8fc\uc694\uad6d\uacfc\uc758 \ud070 \uae08\ub9ac \uaca9\ucc28\u2019\uac00 \ub2e8\uae30\uc801\uc73c\ub85c \uacc4\uc18d\ub41c\ub2e4\ub294 \ub73b\uc774\ub2e4.\n\n\ud575\uc2ec\uc740 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(\uae08\ub9ac\uac00 \ub0ae\uc740 \ud1b5\ud654\ub85c \ube4c\ub824 \uae08\ub9ac\uac00 \ub192\uc740 \uc790\uc0b0\uc5d0 \ud22c\uc790\ud574 \uae08\ub9ac\ucc28 \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uac70\ub798)\ub2e4. \uc77c\ubcf8\uc758 \uac70\uc758 0%\uc5d0 \uac00\uae4c\uc6b4 \uae08\ub9ac\uc640 \ubbf8\uad6d \ub4f1 \ud574\uc678\uc758 \ub192\uc740 \uae08\ub9ac \ucc28\uc774\uac00 \uc720\uc9c0\ub418\ub294 \ud55c, \uc5d4\ud654\uc5d0\ub294 \uad6c\uc870\uc801\uc778 \uc57d\uc138 \uc555\ub825\uc774 \ub0a8\uace0 \ub2ec\ub7ec\/\uc5d4 \uac19\uc740 \ud658\uc728\uc740 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uae30 \uc27d\ub2e4. 159.21\uc774\ub77c\ub294 \ud604\uc7ac \uc218\uc900\uc740 \u2018\uc5d4\ud654\ub97c \ube4c\ub824 \ub2ec\ub7ec \uc790\uc0b0\uc5d0 \ud22c\uc790\ud558\ub294 \uc804\ub7b5\u2019\uc774 \uc5ec\uc804\ud788 \uc218\uc775\uc131\uc774 \uc788\ub2e4\uace0 \uc2dc\uc7a5\uc774 \ud310\ub2e8\ud558\uace0 \uc788\uc74c\uc744 \ubc18\uc601\ud55c\ub2e4.\n\n2024\ub144 3\uc6d4 \uc77c\ubcf8\uc740\ud589\uc758 \uc5ed\uc0ac\uc801 \uae08\ub9ac \uc778\uc0c1\ub3c4 \ucc38\uace0\uac00 \ub41c\ub2e4. \ub2f9\uc2dc \uc5d4\ud654\ub294 \ub69c\ub837\ud55c \uac15\uc138\ub97c \uc9c0\uc18d\ud558\uc9c0 \ubabb\ud588\ub294\ub370, \ucd94\uac00 \uae34\ucd95(\uae08\ub9ac\ub97c \ub354 \uc62c\ub9ac\uac70\ub098 \uc720\ub3d9\uc131\uc744 \uc904\uc774\ub294 \uc870\uce58) \uc2e0\ud638\uac00 \uc57d\ud588\uae30 \ub54c\ubb38\uc774\ub2e4. \uc774\ub7f0 \ud750\ub984\uc740 2025\ub144\uc5d0\ub3c4 \uc774\uc5b4\uc84c\ub2e4\ub294 \uc810\uc5d0\uc11c, \ud55c \ubc88\uc758 \uc870\uce58\ub9cc\uc73c\ub85c\ub294 \uc7a5\uae30 \ucd94\uc138\ub97c \ubc14\uafb8\uae30 \uc5b4\ub835\uace0 \u2018\uc5f0\uc18d\uc801\uc774\uace0 \uac15\ud55c \uc778\uc0c1 \uc0ac\uc774\ud074(\uc5ec\ub7ec \ucc28\ub840 \uafb8\uc900\ud788 \uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \ud750\ub984)\u2019\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc810\uc744 \ubcf4\uc5ec\uc900\ub2e4.\n\n\ucd5c\uadfc \uc9c0\ud45c\ub294 \uc77c\ubcf8\uc740\ud589\uc758 \u2018\uc778\ub0b4(\uc11c\ub450\ub974\uc9c0 \uc54a\ub294) \uc804\ub7b5\u2019\uc744 \ub4b7\ubc1b\uce68\ud558\uba74\uc11c\ub3c4, \uc55e\uc73c\ub85c\uc758 \uc555\ub825\uc744 \ud0a4\uc6b0\uace0 \uc788\ub2e4. 2026\ub144 2\uc6d4 \uae30\uc900 \uc804\uad6d \uadfc\uc6d0\ubb3c\uac00(core inflation: \ubcc0\ub3d9\uc774 \ud070 \uc2e0\uc120\uc2dd\ud488 \ub4f1\uc744 \uc81c\uc678\ud574 \ucd94\uc138\ub97c \ub354 \uc798 \ubcf4\uc5ec\uc8fc\ub294 \ubb3c\uac00)\ub294 2.5%\ub85c, \ubaa9\ud45c\ub97c 2\ub144 \ub118\uac8c \uc6c3\ub3cc\uc558\ub2e4. \ub610 \ubd04\ucca0 \u2018\ucd98\ud22c\u2019(shunto: \uc77c\ubcf8\uc758 \ubd04 \uc784\uae08\ud611\uc0c1)\ub3c4 \ub9c8\ubb34\ub9ac\ub418\uba70 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \ud3c9\uade0 4.5% \uc784\uae08 \uc778\uc0c1\uc5d0 \ud569\uc758\ud574 \ubb3c\uac00 \uc555\ub825\uc774 \ub354 \uace0\ucc29\ud654(\ud55c\ubc88 \uc624\ub978 \ubb3c\uac00\u00b7\uc784\uae08\uc774 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \uc0c1\ud0dc)\ub420 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc628\ub2e4.\n\n\uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c \ud30c\uc0dd\uc0c1\ud488 \uac70\ub798\uc790\ub77c\uba74, \ub0ae\uc740 \ubcc0\ub3d9\uc131\uacfc \uc5d4\ud654\uc758 \uc644\ub9cc\ud55c \uc57d\uc138\uac00 \uc774\uc5b4\uc9c8 \ub54c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc635\uc158 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc678\uac00\uaca9(out-of-the-money: \ud604\uc7ac \ud658\uc728\ub85c\ub294 \ubc14\ub85c \uc774\uc775\uc774 \ub098\uc9c0 \uc54a\ub294 \uc218\uc900\uc758 \ud589\uc0ac\uac00\uaca9) \uc5d4\ud654 \ucf5c\uc635\uc158\uc774\ub098 \ub2ec\ub7ec \ud48b\uc635\uc158\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac70\ub798\uc5d0\uc11c \ubc1b\ub294 \ub300\uac00)\uc744 \ud655\ubcf4\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \uc77c\ubcf8\uc740\ud589\uc774 \uac11\uc791\uc2a4\ub7ec\uc6b4 \u2018\ub9e4\ud30c\uc801 \uc804\ud658\u2019(hawkish shift: \uae08\ub9ac \uc778\uc0c1 \ucabd\uc73c\ub85c \ub354 \uacf5\uaca9\uc801\uc73c\ub85c \ub3cc\uc544\uc11c\ub294 \ubcc0\ud654)\uc744 \ud558\uc9c0 \uc54a\uc744 \uac83\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc73c\ub85c, \uc608\uce21 \uac00\ub2a5\ud55c \uc810\uc9c4\uc801 \uc815\ucc45 \uacbd\ub85c\ub97c \ud65c\uc6a9\ud55c\ub2e4.\n\n\ub2e4\ub9cc \uc7ac\ubb34\uc131\uc758 \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785 \uc704\ud5d8\uc5d0\ub294 \uc8fc\uc758\uac00 \ud544\uc694\ud558\ub2e4. \ub2ec\ub7ec\/\uc5d4\uc774 160\uc5d0 \uac00\uae4c\uc6cc\uc9c8\uc218\ub85d \uac1c\uc785 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. 2024\ub144 \ub9d0\uc5d0\ub3c4 \ub2f9\uad6d\uc774 \ube44\uc2b7\ud55c \uc218\uc900\uc5d0\uc11c \uc5d4\ud654 \ub9e4\uc218(\uc2dc\uc7a5\uc5d0 \ub098\uc11c \uc5d4\ud654\ub97c \uc0ac\uc11c \ud658\uc728 \uc0c1\uc2b9\uc744 \ub9c9\ub294 \uc870\uce58)\uc5d0 \ub098\uc120 \ubc14 \uc788\ub2e4. \ub530\ub77c\uc11c \ud3ec\uc9c0\uc158\uc740 \uc5c4\uaca9\ud55c \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub85c, \uac1c\uc785\uc5d0 \ub530\ub978 \uae09\uaca9\ud55c \uc5d4\ud654 \uac15\uc138(\ud658\uc728 \uae09\ub77d) \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574\uc57c \ud55c\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\uc5d4\uc800 \uc7a5\uae30\ud654?\u201d \uc6b0\uc5d0\ub2e4, \uae30\uc870\ubb3c\uac00 2%\ub85c \uc810\uc9c4 \uc218\ub834 \uc804\ub9dd\u2026BOJ\ub294 26\ud558~27\ub144 \ubaa9\ud45c \ub2ec\uc131 \uc608\uc0c1. \uc2e0\uc911\ud55c \uc778\uc0c1 \uc18d \uae08\ub9ac\uaca9\ucc28\u00b7\uce90\ub9ac \uc9c0\uc18d, \ub2ec\ub7ec\/\uc5d4 159\ub300 \uc720\uc9c0. \uac1c\uc785 \ub9ac\uc2a4\ud06c \uacbd\uacc4.<\/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-41335","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\/41335","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=41335"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41335\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41335"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41335"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}