{"id":41482,"date":"2026-03-17T23:43:43","date_gmt":"2026-03-17T23:43:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%95%84%eb%a5%b4%ec%84%b8%eb%85%b8%eb%8a%94-2025%eb%85%84%ec%97%90-%ec%ba%90%eb%82%98%eb%8b%a4-%ea%b0%80%ea%b3%84-%ec%88%9c%ec%9e%90%ec%82%b0%ec%9d%b4-%ec%b5%9c%ea%b3%a0%ec%b9%98%eb%a5%bc-%ea%b8%b0\/"},"modified":"2026-03-17T23:43:43","modified_gmt":"2026-03-17T23:43:43","slug":"%ec%95%84%eb%a5%b4%ec%84%b8%eb%85%b8%eb%8a%94-2025%eb%85%84%ec%97%90-%ec%ba%90%eb%82%98%eb%8b%a4-%ea%b0%80%ea%b3%84-%ec%88%9c%ec%9e%90%ec%82%b0%ec%9d%b4-%ec%b5%9c%ea%b3%a0%ec%b9%98%eb%a5%bc-%ea%b8%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%95%84%eb%a5%b4%ec%84%b8%eb%85%b8%eb%8a%94-2025%eb%85%84%ec%97%90-%ec%ba%90%eb%82%98%eb%8b%a4-%ea%b0%80%ea%b3%84-%ec%88%9c%ec%9e%90%ec%82%b0%ec%9d%b4-%ec%b5%9c%ea%b3%a0%ec%b9%98%eb%a5%bc-%ea%b8%b0\/","title":{"rendered":"\uc544\ub974\uc138\ub178\ub294 2025\ub144\uc5d0 \uce90\ub098\ub2e4 \uac00\uacc4 \uc21c\uc790\uc0b0\uc774 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc790\uc0b0\uc774 \uc2e0\uc6a9 \uc99d\uac00\uc138\ub97c \uc55e\uc9c8\ub800\ub2e4\uace0 \ub9d0\ud588\ub2e4."},"content":{"rendered":"\uce90\ub098\ub2e4 \ud1b5\uacc4\uccad(Statistics Canada)\uc758 4\ubd84\uae30(Q4) **\uad6d\uac00\ub300\ucc28\ub300\uc870\ud45c\uacc4\uc815(National Balance Sheet Accounts: \ud55c \ub098\ub77c(\ub610\ub294 \ubd80\ubb38)\uc758 \uc790\uc0b0\uacfc \ubd80\ucc44\ub97c \uc815\ub9ac\ud55c \ud1b5\uacc4)**\uc5d0 \ub530\ub974\uba74, **\uce90\ub098\ub2e4 \uac00\uacc4 \uc21c\uc790\uc0b0(net worth: \uc790\uc0b0\uc5d0\uc11c \ube5a(\ubd80\ucc44)\uc744 \ube80 \uac12)**\uc740 2025\ub144\uc5d0 5.8% \uc99d\uac00\ud574 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. **\ucd1d\uc790\uc0b0(total assets: \uac00\uacc4\uac00 \uac00\uc9c4 \ubaa8\ub4e0 \uc790\uc0b0\uc758 \ud569)**\uc740 \uc804\ub144 \ub300\ube44 5.6% \ub298\uc5c8\uace0, **\uac00\uacc4 \uc2e0\uc6a9(household credit: \ub300\ucd9c\u00b7\uc2e0\uc6a9\uce74\ub4dc \ub4f1\uc73c\ub85c \uc9c4 \ube5a)**\uc740 4.4% \uc99d\uac00\ud574 2024\ub144\uacfc \ube44\uc2b7\ud55c \uc218\uc900\uc774\uc5c8\uc2b5\ub2c8\ub2e4.\n\n**\ubd80\ub3d9\uc0b0 \uc790\uc0b0(real estate assets: \uc8fc\ud0dd\u00b7\ud1a0\uc9c0 \ub4f1 \ubd80\ub3d9\uc0b0 \uac00\uce58)**\uc740 2025\ub144\uc5d0 0.2% \uac10\uc18c\ud574 2022\ub144 \uc774\ud6c4 \ub450 \ubc88\uc9f8\ub85c \uc57d\ud55c \uc131\uacfc\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ubc18\uba74 **\uae08\uc735\uc790\uc0b0(financial assets: \uc8fc\uc2dd\u00b7\ucc44\uad8c\u00b7\ud380\ub4dc\u00b7\uc608\uae08 \ub4f1 \uae08\uc735\uc0c1\ud488 \uc790\uc0b0)**\uc740 \ub354 \ube60\ub974\uac8c \ub298\uba70 \uac00\uacc4 \ubd80(wealth) \uc99d\uac00\ub97c \uc774\ub04c\uc5c8\uc2b5\ub2c8\ub2e4.\n\n<h3>\uae08\uc735\uc790\uc0b0\uc774 \uc774\ub048 \uac00\uacc4 \ubd80 \uc99d\uac00<\/h3>\n\uae08\uc735\uc790\uc0b0\uc740 2025\ub144\uc5d0 10.5% \ub298\uc5c8\uace0, 2024\ub144\uc758 10.4% \uc99d\uac00\uc5d0 \uc774\uc5b4 **15\ub144 \ub9cc\uc5d0 \uac00\uc7a5 \uac15\ud55c \uc99d\uac00**\uc600\uc2b5\ub2c8\ub2e4. **S&#038;P\/TSX(\uce90\ub098\ub2e4 \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)**\ub294 **\ucd1d\uc218\uc775\ub960(total return: \uac00\uaca9 \uc0c1\uc2b9 + \ubc30\ub2f9 \ub4f1 \uc218\uc775\uc744 \ubaa8\ub450 \ud569\uce5c \uc218\uc775\ub960)** \uae30\uc900 31.7%\ub97c \uae30\ub85d\ud588\uc73c\uba70, **\uae08 \uac00\uaca9 \uc0c1\uc2b9**\uc774 \uc774\ub97c \ub4b7\ubc1b\uce68\ud588\uc2b5\ub2c8\ub2e4.\n\n\uc774 \uc790\ub8cc\ub294 **\uad00\uc138(tariff: \uc218\uc785\ud488\uc5d0 \ub9e4\uae30\ub294 \uc138\uae08)** \ubd88\ud655\uc2e4\uc131\uacfc \uc815\ucc45 \ubcc0\ud654\uac00 \uc788\uc5c8\ub358 \ud574\ub97c \ub2e4\ub8f9\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 **\uce90\ub098\ub2e4 \uc911\uc559\uc740\ud589(Bank of Canada)\uc758 \uae30\uc900\uae08\ub9ac \uc778\ud558(interest rate cuts: \uc911\uc559\uc740\ud589\uc774 \uae08\ub9ac\ub97c \ub0b4\ub824 \ub300\ucd9c \ubd80\ub2f4\uc744 \ub0ae\ucd94\ub294 \uc870\uce58)**\uc640 **\uc5f0\ubc29 \uc138\uae08 \uac10\uba74(federal tax reductions: \uc815\ubd80\uac00 \uc138\uae08\uc744 \ub0ae\ucd94\ub294 \uc815\ucc45)**\uc774 \uc788\uc5c8\uace0, \uae08\uc735\uc2dc\uc7a5\ub3c4 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4.\n\n\ubcf4\uace0\uc11c\ub294 \uc774 \uae00\uc774 **AI \ub3c4\uad6c\uc758 \ub3c4\uc6c0**\uc73c\ub85c \uc791\uc131\ub410\uace0 **\ud3b8\uc9d1\uc790\uc758 \uac80\ud1a0**\ub97c \uac70\ucce4\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.\n\n<h3>\ubcc0\ud654\ud558\ub294 2026\ub144 \uc2dc\uc7a5\uc744 \uc704\ud55c \uc635\uc158 \uc544\uc774\ub514\uc5b4<\/h3>\n\uc774 \u2018\ubd80\uc758 \ud6a8\uacfc(wealth effect: \uc790\uc0b0 \uac00\uce58\uac00 \uc624\ub974\uba74 \uc18c\ube44\uac00 \ub298\uc5b4\ub098\ub294 \ud604\uc0c1)\u2019\uac00 \uc2e4\uc81c \uc9c0\ucd9c\ub85c \uc774\uc5b4\uc9c0\ub294 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. 2026\ub144 1\uc6d4 \uc18c\ub9e4\ud310\ub9e4(retail sales: \uc18c\ub9e4\uc810 \ud310\ub9e4\uc561) \uc790\ub8cc\ub294 \uc608\uc0c1\uc744 \ud06c\uac8c \uc6c3\ub3c4\ub294 1.5% \uc99d\uac00\ub97c \ubcf4\uc5ec\uc92c\uc2b5\ub2c8\ub2e4. \uc774\ub294 **\uacbd\uae30\ubbfc\uac10 \uc18c\ube44(consumer discretionary: \ud544\uc218\uc7ac\uac00 \uc544\ub2cc \uc120\ud0dd \uc18c\ube44)** \uc5c5\uc885\uc758 \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc18c\ube44 \uad00\ub828 \uc0b0\uc5c5\uc744 \ucd94\uc885\ud558\ub294 **ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc: \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)** \ub610\ub294 \ud2b9\uc815 \ub300\ud615 \uc720\ud1b5\uae30\uc5c5\uc744 \ub300\uc0c1\uc73c\ub85c **\ucf5c\uc635\uc158(call options: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)** \ub9e4\uc218\ub97c \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc9c0\ub09c\ud574\uc758 \uc911\uc694\ud55c \ud750\ub984\uc740 \uae08\uc735\uc790\uc0b0 \uae09\ub4f1\uacfc \uc57d\ud55c \uc8fc\ud0dd\uc2dc\uc7a5 \uac04\uc758 \uad34\ub9ac\uc600\uc2b5\ub2c8\ub2e4(\uc8fc\ud0dd\uc2dc\uc7a5\uc740 0.2% \ud558\ub77d). \ud558\uc9c0\ub9cc \uce90\ub098\ub2e4\ubd80\ub3d9\uc0b0\ud611\ud68c(Canadian Real Estate Association)\uc758 2026\ub144 2\uc6d4 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \uc804\uad6d \uc8fc\ud0dd \ud310\ub9e4\uac00 5\uac1c\uc6d4 \ub9cc\uc5d0 \ucc98\uc74c\uc73c\ub85c \uc18c\ud3ed \uc99d\uac00\ud574 \ubc14\ub2e5 \uc2e0\ud638\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 **\uce90\ub098\ub2e4 \uc8fc\uc694 \uc740\ud589**\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158\uc744 \uc0b4\ud3b4\ubcfc \uc2dc\uc810\uc77c \uc218 \uc788\ub294\ub370, \uc8fc\ud0dd\ub2f4\ubcf4\ub300\ucd9c(\ubaa8\uae30\uc9c0, mortgage: \uc9d1\uc744 \ub2f4\ubcf4\ub85c \ubc1b\ub294 \ub300\ucd9c) \ud65c\ub3d9\uc774 \ub418\uc0b4\uc544\ub098\uba74 \uc740\ud589 \uc218\uc775\uc5d0 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.\n\n2025\ub144\uc774 \ub9e4\uc6b0 \uac15\ud588\ub358 \uc774\ud6c4, S&#038;P\/TSX\ub294 \uc62c\ud574 1\ubd84\uae30 \ub4e4\uc5b4 \ub300\uccb4\ub85c \ud6a1\ubcf4\ud558\uba70 \uc791\ub144 \uc0c1\uc2b9\ubd84\uc744 \uc18c\ud654\ud558\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \uce90\ub098\ub2e4 \uc911\uc559\uc740\ud589\uc774 2\uc6d4 \ucd5c\uadfc \ubc1c\uc5b8\uc5d0\uc11c \ucd94\uac00 \uae08\ub9ac \uc778\ud558 \u2018\uc77c\uc2dc \uc911\ub2e8\u2019 \uc2e0\ud638\ub97c \ubcf4\ub0b8 \uc810\uc744 \uace0\ub824\ud558\uba74 **\ubcc0\ub3d9\uc131(volatility: \uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)**\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub54c\ub294 \uc2dc\uc7a5\uc758 \ub4f1\ub77d\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc635\uc158 \uc804\ub7b5, \uc608\ub97c \ub4e4\uc5b4 S&#038;P\/TSX 60 \uc9c0\uc218\uc5d0 \ub300\ud55c **\uc2a4\ud2b8\ub798\ub4e4(straddle: \uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \uac00\uaca9\uc758 \ucf5c\uacfc \ud48b\uc744 \ud568\uaed8 \uc0ac\uc11c \ud06c\uac8c \uc6c0\uc9c1\uc774\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)**\uc744 \uac80\ud1a0\ud574 \ud070 \uc6c0\uc9c1\uc784\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uae08\uc740 2025\ub144 TSX \uc131\uacfc\ub97c \ub5a0\ubc1b\uce5c \ud575\uc2ec \uc694\uc778\uc774\uc5c8\uace0, \uc911\uc559\uc740\ud589\uc774 \uad00\ub9dd\uc73c\ub85c \ub3cc\uc544\uc11c\uace0 \uc8fc\uc2dd \uc0c1\uc2b9\uc774 \uba48\ucd98 \uc0c1\ud669\uc5d0\uc11c\ub294 **\ud5e4\uc9c0(hedge: \uc190\uc2e4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uc218\ub2e8)**\ub85c\uc11c \ub9e4\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \uae08\uc774 \uc2dc\uc7a5 \ubd88\ud655\uc2e4\uc131\uacfc \uc815\ucc45 \uc804\ud658\uae30\uc5d0\uc11c \uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud55c \ud750\ub984\uc744 \ubcf4\uc778 \uacbd\uc6b0\uac00 \ub9ce\uc558\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uae08 \uac00\uaca9(\uae08\uad34, bullion: \uae08 \ud604\ubb3c) \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 **\uae08\uad11\uc5c5 \uc8fc\uc2dd**\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158\uc744 \ubd84\uc11d\ud574\ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uae08 \uac00\uaca9 \ubcc0\ud654\uc5d0 \ub354 \ud06c\uac8c \ubc18\uc751\ud560 \uc218 \uc788\ub294(leveraged exposure: \uc791\uc740 \uac00\uaca9 \ubcc0\ud654\uc5d0 \ub354 \ud070 \uc190\uc775 \ubcc0\ud654\ub97c \ub9cc\ub4e4 \uc218 \uc788\ub294) \ud2b9\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uce90\ub098\ub2e4 \uac00\uacc4 \uc21c\uc790\uc0b0\uc774 2025\ub144 5.8% \uae09\uc99d\ud574 \uc0ac\uc0c1 \ucd5c\uace0\uce58! \ubd80\ub3d9\uc0b0\uc740 0.2% \ud558\ub77d\ud588\uc9c0\ub9cc \uae08\uc735\uc790\uc0b0 10.5%\u00b7TSX 31.7% \uc0c1\uc2b9\uc774 \uacac\uc778, 2026 \uc635\uc158 \uc804\ub7b5\uae4c\uc9c0 \uc81c\uc2dc. &#8211; 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-41482","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\/41482","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=41482"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41482\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}