{"id":41682,"date":"2026-03-18T23:42:02","date_gmt":"2026-03-18T23:42:02","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ppi%ea%b0%80-%ec%98%88%ec%83%81%eb%b3%b4%eb%8b%a4-%eb%9c%a8%ea%b2%81%ea%b3%a0-fomc-%ea%b2%b0%ec%a0%95%ea%b9%8c%ec%a7%80-%ea%b2%b9%ec%b9%98%eb%a9%b0-%ec%8a%a4%ed%83%9c%ea%b7%b8%ed%94%8c%eb%a0%88\/"},"modified":"2026-03-18T23:42:02","modified_gmt":"2026-03-18T23:42:02","slug":"ppi%ea%b0%80-%ec%98%88%ec%83%81%eb%b3%b4%eb%8b%a4-%eb%9c%a8%ea%b2%81%ea%b3%a0-fomc-%ea%b2%b0%ec%a0%95%ea%b9%8c%ec%a7%80-%ea%b2%b9%ec%b9%98%eb%a9%b0-%ec%8a%a4%ed%83%9c%ea%b7%b8%ed%94%8c%eb%a0%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ppi%ea%b0%80-%ec%98%88%ec%83%81%eb%b3%b4%eb%8b%a4-%eb%9c%a8%ea%b2%81%ea%b3%a0-fomc-%ea%b2%b0%ec%a0%95%ea%b9%8c%ec%a7%80-%ea%b2%b9%ec%b9%98%eb%a9%b0-%ec%8a%a4%ed%83%9c%ea%b7%b8%ed%94%8c%eb%a0%88\/","title":{"rendered":"PPI\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub728\uac81\uace0 FOMC \uacb0\uc815\uae4c\uc9c0 \uacb9\uce58\uba70 \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc6b0\ub824\uac00 \ucee4\uc9c0\uc790 \ub2e4\uc6b0\uc9c0\uc218\ub294 \uc57d 1%(450\ud3ec\uc778\ud2b8) \uae09\ub77d"},"content":{"rendered":"\ubbf8\uad6d \uc99d\uc2dc\ub294 \uc218\uc694\uc77c **\uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI: \uae30\uc5c5\uc774 \ubb3c\uac74\uacfc \uc11c\ube44\uc2a4\ub97c \ud314 \ub54c \ubc1b\ub294 \uac00\uaca9\uc758 \ubcc0\ub3d9\ub960)**\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\uc624\uace0, \uac19\uc740 \ub0a0 **\uc5f0\ubc29\uacf5\uac1c\uc2dc\uc7a5\uc704\uc6d0\ud68c(FOMC: \ubbf8\uad6d \uc911\uc559\uc740\ud589\uc778 \uc5f0\uc900\uc774 \uae08\ub9ac\ub97c \uacb0\uc815\ud558\ub294 \ud68c\uc758)** \uacb0\uacfc\uae4c\uc9c0 \uacb9\uce58\uba74\uc11c \ud558\ub77d\ud588\ub2e4. \ub2e4\uc6b0\uc9c0\uc218\ub294 \uc57d 1%(450\ud3ec\uc778\ud2b8 \uc774\uc0c1) \ub0b4\ub838\uace0, S&#038;P500\uc740 \uc57d 0.7%, \ub098\uc2a4\ub2e5\uc885\ud569\uc9c0\uc218\ub294 \uc57d 0.5% \ud558\ub77d\ud588\ub2e4.\n\n\ubbf8 \ub178\ub3d9\ud1b5\uacc4\uad6d(BLS)\uc740 2\uc6d4 **\ucd5c\uc885\uc218\uc694 PPI(\uad6d\ub0b4 \uc0dd\uc0b0\uc790\uac00 \ucd5c\uc885 \uad6c\ub9e4\uc790\uc5d0\uac8c \ud310\ub9e4\ud558\ub294 \uac00\uaca9)**\uac00 \uc804\uc6d4 \ub300\ube44 0.7% \uc0c1\uc2b9\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58(0.3%)\ub97c \uc6c3\ub3cc\uc558\uace0, 1\uc6d4(0.5%)\ubcf4\ub2e4\ub3c4 \ub192\uc558\ub2e4. **\ud5e4\ub4dc\ub77c\uc778 PPI(\uc804\uccb4 \ud488\ubaa9 \uae30\uc900)**\ub294 \uc804\ub144 \ub300\ube44 3.4%\ub85c \uc804\ub9dd\uce58(2.9%)\ub97c \uc0c1\ud68c\ud588\ub2e4. **\uadfc\uc6d0 PPI(\ubcc0\ub3d9\uc774 \ud070 \uc2dd\ud488\u00b7\uc5d0\ub108\uc9c0 \ub4f1\uc744 \uc81c\uc678\ud574 \ubb3c\uac00 \ud750\ub984\uc744 \ub354 \uc798 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)**\ub294 \uc804\uc6d4 \ub300\ube44 0.5%\ub85c \uc608\uc0c1(0.3%)\uc744 \uc6c3\ub3cc\uc558\uace0, \uadfc\uc6d0 PPI\uc758 \uc5f0\uac04 \uc0c1\uc2b9\ub960\ub3c4 3.5%\uc5d0\uc11c 3.9%\ub85c \uc62c\ub77c\uac14\ub2e4.\n\n<h3>\uc5f0\uc900 \uacb0\uc815\uacfc \uc2dc\uc7a5\uc758 \uae08\ub9ac \ubc18\uc601<\/h3>\n\uc5f0\uc900\uc740 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub410\uace0, \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 **SEP(\uacbd\uc81c\uc804\ub9dd: \uc5f0\uc900\uc774 \uc131\uc7a5\u00b7\ubb3c\uac00\u00b7\uc2e4\uc5c5\ub960\u00b7\uae08\ub9ac \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\ub294 \uc790\ub8cc)**\uc640 **\uc810\ub3c4\ud45c(dot plot: \uc5f0\uc900 \uc704\uc6d0\ub4e4\uc774 \uc0dd\uac01\ud558\ub294 \ud5a5\ud6c4 \uae08\ub9ac \uc218\uc900\uc744 \uc810\uc73c\ub85c \ud45c\uc2dc\ud55c \ud45c)**\uc5d0 \uc3e0\ub838\ub2e4. 12\uc6d4 \uc810\ub3c4\ud45c\uc5d0\uc11c \uc911\uc559\uac12\uc740 2026\ub144\uc5d0 25bp(0.25%\ud3ec\uc778\ud2b8) \uc778\ud558 1\ud68c\ub97c \uac00\ub9ac\ucf30\ub2e4. **CME FedWatch(\uae08\ub9ac\uc120\ubb3c \uac00\uaca9\uc73c\ub85c \uc2dc\uc7a5\uc758 \uae08\ub9ac \uc804\ub9dd\uc744 \uacc4\uc0b0\ud574 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)**\uc5d0 \ub530\ub974\uba74 \uc5f0\ub9d0\uae4c\uc9c0 1\ud68c \uc778\ud558\uac00 \ubc18\uc601\ub3fc \uc788\uc5c8\uace0, \uc2dc\uc810\uc740 12\uc6d4 \uac00\ub2a5\uc131\uc774 \uac00\uc7a5 \ucef8\uc73c\uba70 9\uc6d4 \uc774\uc804 \uc778\ud558 \uac00\ub2a5\uc131\uc740 \uac70\uc758 \uc5c6\uc5c8\ub2e4.\n\n\uc720\uac00\ub294 \uc57d 3% \uc0c1\uc2b9\ud558\uba70 **WTI(\uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0 \uc6d0\uc720: \ubbf8\uad6d \uae30\uc900 \uc6d0\uc720 \uac00\uaca9)**\uac00 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\ub2e4. \uc5f0\ucd08 \uc774\ud6c4 \uc0c1\uc2b9\ud3ed\uc740 \uc57d 50%\ub85c \uc9d1\uacc4\ub410\ub2e4. \uae08\uc740 \uc628\uc2a4\ub2f9 5,000\ub2ec\ub7ec \uc544\ub798\ub85c \ub0b4\ub824\uac14\ub2e4. \ubbf8\uad6d\uc740 \uc6d0\uc720, \ucc9c\uc5f0\uac00\uc2a4, \ube44\ub8cc, \uc11d\ud0c4\uc744 \ub300\uc0c1\uc73c\ub85c **\uc874\uc2a4\ubc95(Jones Act: \ubbf8\uad6d \ud56d\ub9cc \uac04 \ud574\uc0c1\uc6b4\uc1a1\uc744 \ubbf8\uad6d \uc120\ubc15\u00b7\ubbf8\uad6d \uc120\uc6d0 \uc911\uc2ec\uc73c\ub85c \uc81c\ud55c\ud558\ub294 \ubc95)** \uc801\uc6a9\uc744 60\uc77c\uac04 \uc644\ud654\ud558\ub294 **\uba74\uc81c(waiver: \uc608\uc678 \uc801\uc6a9 \ud5c8\uc6a9)**\ub97c \ubc1c\ub3d9\ud588\ub2e4.\n\n\uc885\ubaa9\ubcc4\ub85c \uce90\ud130\ud544\ub7ec\ub294 \uc57d 1% \uc0c1\uc2b9\ud588\uace0 \uace8\ub4dc\ub9cc\uc0ad\uc2a4\ub3c4 \uc57d 1% \uc62c\ub790\ub2e4. \ubc18\uba74 \uc554\uc820, \uc154\uc708\uc70c\ub9ac\uc5c4\uc2a4, P&#038;G\ub294 \uac01\uac01 \uc57d 2% \ud558\ub77d\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \uc911\uad6d\uc774 H200 \uce69 \ud310\ub9e4\ub97c \uc2b9\uc778\ud588\ub2e4\ub294 \ubcf4\ub3c4\uc640 2027\ub144\uae4c\uc9c0 1\uc870\ub2ec\ub7ec \ub9e4\ucd9c \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc624\uba70 \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4.\n\n<h3>\ubcc0\ub3d9\uc131\uacfc \ud2b8\ub808\uc774\ub529 \uc811\uadfc<\/h3>\n\ubd88\ud655\uc2e4\uc131\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \ud5a5\ud6c4 \uba87 \uc8fc\uac04 \ubcc0\ub3d9\uc131\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. **CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX: S&#038;P500 \uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uacc4\uc0b0\ud558\ub294 \u2018\uacf5\ud3ec\uc9c0\uc218\u2019, \uc2dc\uc7a5\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131 \uc9c0\ud45c)**\ub294 20\uc744 \uc6c3\ub3c4\ub294 \uc218\uc900\uc5d0\uc11c \ud3c9\uade0\uc744 \ud615\uc131\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \uc9c0\ub09c\ud574 \uc5d0\ub108\uc9c0 \ucda9\uaca9 \uc774\uc804\uc758 \ube44\uad50\uc801 \uc548\uc815\uc801 \uad6d\uba74\uacfc \ub300\ube44\ub41c\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 S&#038;P500\uc744 \ub300\uc0c1\uc73c\ub85c **\ubcc0\ub3d9\uc131 \ub9e4\uc218 \uc804\ub7b5(\uac00\uaca9\uc774 \ud06c\uac8c \uc6c0\uc9c1\uc77c\uc218\ub85d \uc720\ub9ac\ud55c \uc804\ub7b5)**\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc8fc\uc694 \ubb3c\uac00 \uc9c0\ud45c \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 **\uc2a4\ud2b8\ub798\ub4e4(straddle: \uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc11c \ud070 \ubc29\ud5a5\uc131 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)**\uc744 \ub9e4\uc218\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.\n\n\uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub294 \uc720\uac00\ub97c \uc9c0\uc9c0\ud558\uace0 \uc788\ub2e4. 5\uc6d4\ubb3c WTI \uc120\ubb3c\uc740 \ubc30\ub7f4\ub2f9 98\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub2e4. \ubd84\uc7c1\uc774 \uaca9\ud654\ub41c \uc774\ud6c4 \uc720\uac00\ub294 90\ub2ec\ub7ec \uc120\uc5d0\uc11c \ubc18\ubcf5\uc801\uc73c\ub85c \uc9c0\uc9c0\ub97c \ud655\uc778\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc5d0\ub108\uc9c0 \uc139\ud130 ETF\uc778 XLE\uc5d0 \ub300\ud55c **\ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)** \ub9e4\uc218\ub294 \ucd94\uac00 \uacf5\uae09 \ucc28\uc9c8 \uc2dc \uc218\uc775\uc744 \ub178\ub9ac\uba74\uc11c\ub3c4 \uc190\uc2e4\uc744 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc81c\ud55c\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n2025\ub144 \ucd08\ubd80\ud130 \ub098\ud0c0\ub09c \uc5c5\uc885 \uac04 \uc131\uacfc \uaca9\ucc28\ub294 \ub354 \ubc8c\uc5b4\uc84c\ub2e4. \uc5d0\ub108\uc9c0\u00b7\uc0b0\uc5c5\uc8fc\ub294 \ube44\uc6a9 \uc0c1\uc2b9\uc744 \uac00\uaca9\uc5d0 \uc804\uac00\ud558\uba70 \uc0c1\ub300\uc801\uc73c\ub85c \uac15\uc138\ub97c \ubcf4\uc600\uc9c0\ub9cc, \uc18c\ube44 \uad00\ub828 \uae30\uc5c5\uc740 \uc774\uc775\ub960 \uc555\ubc15\uc774 \ucee4\uc84c\ub2e4. \uc774\uc5d0 \ub530\ub77c **\ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(pairs trade: \uac15\ud55c \uc790\uc0b0\uc744 \ub9e4\uc218\ud558\uace0 \uc57d\ud55c \uc790\uc0b0\uc744 \ub9e4\ub3c4\ud574 \uc2dc\uc7a5 \uc804\uccb4 \ubc29\ud5a5 \uc601\ud5a5\uc744 \uc904\uc774\ub294 \uc0c1\ub300\uac00\uce58 \uc804\ub7b5)**\ub85c \uc5d0\ub108\uc9c0 \uc120\ubb3c\uc744 \ub9e4\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 XLP(\ud544\uc218\uc18c\ube44\uc7ac ETF)\uc5d0 \ub300\ud55c **\ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)**\uc744 \ub9e4\uc218\ud574 \uc2dc\uc7a5 \ud558\ub77d \uc704\ud5d8\uc744 \uc77c\ubd80 \uc0c1\uc1c4\ud558\ub294 \uc804\ub7b5\uc774 \uac70\ub860\ub41c\ub2e4.\n\n\uc5f0\uc900\uc774 \uc27d\uac8c \uc785\uc7a5\uc744 \ubc14\uafb8\uc9c0 \uc54a\ub294 \uc0c1\ud669\uc5d0\uc11c\ub294 \uae08\ub9ac \uad00\ub828 \ud30c\uc0dd\uc0c1\ud488\uc774 \ud1b5\ud654\uc815\ucc45 \ubcc0\ud654\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \ub300\uc751\ud558\ub294 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4. **\ubbf8 \uad6d\ucc44 ETF \uc635\uc158(\uad6d\ucc44 ETF\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud55c \uc635\uc158)**\uc5d0\uc11c \uac70\ub798\uac00 \uc99d\uac00\ud558\uba70, \uc5f0\uc900\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ub354 \uc624\ub798 \uae08\ub9ac\ub97c \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc5d0 \ubca0\ud305\ud558\ub294 \uc6c0\uc9c1\uc784\uc774 \uad00\uce21\ub41c\ub2e4. \ub610\ud55c **SOFR \uc120\ubb3c(SOFR: \ubbf8\uad6d\uc758 \ub2f4\ubcf4\ubd80 \ud558\ub8e8\uc9dc\ub9ac \uae08\ub9ac, \ub2e8\uae30\uae08\ub9ac \uae30\uc900; SOFR \uc120\ubb3c\uc740 \ud5a5\ud6c4 \ub2e8\uae30\uae08\ub9ac \uc218\uc900\uc5d0 \ubca0\ud305\u00b7\ud5e4\uc9c0\ud558\ub294 \uc0c1\ud488)**\uc744 \ud65c\uc6a9\ud558\uba74 \ub2e8\uae30 \uad6c\uac04 \uae08\ub9ac \ubcc0\ud654\uc5d0 \ub300\ud55c \ud5e4\uc9c0\ub098 \ud22c\uae30\uc801 \ud3ec\uc9c0\uc158 \uad6c\ucd95\uc774 \uac00\ub2a5\ud558\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>\uc608\uc0c1 \uc6c3\ub3c8 2\uc6d4 PPI\uc5d0 FOMC \uacbd\uacc4\uae4c\uc9c0\u2026\ubbf8 \uc99d\uc2dc \uc77c\uc81c \ud558\ub77d. \ub2e4\uc6b0 -1%, S&#038;P -0.7%, \ub098\uc2a4\ub2e5 -0.5%. \uc720\uac00 \uae09\ub4f1\u00b7VIX 20\ub300, \uc635\uc158\uc804\ub7b5 \ubd80\uc0c1.<\/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-41682","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\/41682","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=41682"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41682\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}