{"id":41684,"date":"2026-03-18T23:43:42","date_gmt":"2026-03-18T23:43:42","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8d%94-%eb%9c%a8%ea%b1%b0%ec%9a%b4-ppi-%eb%b0%9c%ed%91%9c%ec%99%80-fomc-%ea%b2%b0%ec%a0%95%ec%9c%bc%eb%a1%9c-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98%ea%b0%80-%ec%95%bd-1450%ed%8f%ac%ec%9d%b8%ed%8a%b8\/"},"modified":"2026-03-18T23:43:42","modified_gmt":"2026-03-18T23:43:42","slug":"%eb%8d%94-%eb%9c%a8%ea%b1%b0%ec%9a%b4-ppi-%eb%b0%9c%ed%91%9c%ec%99%80-fomc-%ea%b2%b0%ec%a0%95%ec%9c%bc%eb%a1%9c-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98%ea%b0%80-%ec%95%bd-1450%ed%8f%ac%ec%9d%b8%ed%8a%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8d%94-%eb%9c%a8%ea%b1%b0%ec%9a%b4-ppi-%eb%b0%9c%ed%91%9c%ec%99%80-fomc-%ea%b2%b0%ec%a0%95%ec%9c%bc%eb%a1%9c-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98%ea%b0%80-%ec%95%bd-1450%ed%8f%ac%ec%9d%b8%ed%8a%b8\/","title":{"rendered":"\ub354 \ub728\uac70\uc6b4 PPI \ubc1c\ud45c\uc640 FOMC \uacb0\uc815\uc73c\ub85c \ub2e4\uc6b0\uc9c0\uc218\uac00 \uc57d 1%(450\ud3ec\uc778\ud2b8) \uac00\uae4c\uc774 \ud558\ub77d\ud558\uba74\uc11c \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc6b0\ub824\uac00 \ucee4\uc84c\ub2e4"},"content":{"rendered":"\ubbf8\uad6d \uc8fc\uc2dd\uc740 \uc218\uc694\uc77c \ud558\ub77d\ud588\ub2e4. \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI: \uae30\uc5c5\uc774 \ubb3c\uac74\uc744 \ub9cc\ub4e4\uac70\ub098 \ub3c4\ub9e4\ub85c \ud314 \ub54c \ubc1b\ub294 \uac00\uaca9\uc744 \uce21\uc815\ud558\ub294 \ubb3c\uac00 \uc9c0\ud45c) \ubc1c\ud45c\uac00 \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\uc815\uacfc \uac19\uc740 \ub0a0 \ub098\uc654\uace0, \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub728\uac70\uc6e0\uae30 \ub54c\ubb38\uc774\ub2e4. \ub2e4\uc6b0\uc9c0\uc218\ub294 \uac70\uc758 1%(450\ud3ec\uc778\ud2b8 \uc774\uc0c1) \ub5a8\uc5b4\uc84c\uace0, S&#038;P 500\uc740 \uc57d 0.7% \ud558\ub77d\ud588\uc73c\uba70, \ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218\ub294 \ub300\ub7b5 0.5% \ub0b4\ub838\ub2e4.\n\n\ubbf8\uad6d \ub178\ub3d9\ud1b5\uacc4\uad6d(BLS: \ubbf8\uad6d \uc815\ubd80\uc758 \uace0\uc6a9\u00b7\ubb3c\uac00 \ud1b5\uacc4\ub97c \ub9cc\ub4dc\ub294 \uae30\uad00)\uc740 2\uc6d4 \ucd5c\uc885\uc218\uc694 PPI(\ucd5c\uc885\uc801\uc73c\ub85c \ud310\ub9e4\ub418\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4\uc758 \ub3c4\ub9e4 \ub2e8\uacc4 \uac00\uaca9)\uac00 \uc804\uc6d4 \ub300\ube44 0.7% \uc62c\ub790\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58 0.3%\ub97c \uc6c3\ub3cc\uc558\uace0, 1\uc6d4\uc740 0.5%\uc600\ub2e4. \uc804\uccb4 PPI(\ubcc0\ub3d9\uc131\uc774 \ud070 \ud488\ubaa9\uc744 \ud3ec\ud568\ud55c \uc804\uccb4 \uc218\uce58)\ub294 \uc804\ub144 \ub300\ube44 3.4%\ub85c, \uc608\uc0c1 2.9%\ubcf4\ub2e4 \ub192\uc558\ub2e4. \uadfc\uc6d0 PPI(\uc2dd\ud488\u00b7\uc5d0\ub108\uc9c0\ucc98\ub7fc \ubcc0\ub3d9\uc774 \ud070 \ud488\ubaa9\uc744 \ube80 \uc218\uce58)\ub294 \uc804\uc6d4 \ub300\ube44 0.5%\ub85c \uc608\uc0c1 0.3%\ub97c \uc6c3\ub3cc\uc558\uace0, \uadfc\uc6d0 PPI\uc758 \uc804\ub144 \ub300\ube44 \uc0c1\uc2b9\ub960\uc740 3.5%\uc5d0\uc11c 3.9%\ub85c \uc62c\ub790\ub2e4.\n\n<h3>\uc5f0\uc900 \uacb0\uc815\uacfc \uc2dc\uc7a5\uc758 \ubc18\uc601<\/h3>\n\uc5f0\uc900\uc740 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub410\ub2e4. \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 SEP(\uacbd\uc81c\uc804\ub9dd\uc694\uc57d: \uc131\uc7a5\u00b7\ubb3c\uac00\u00b7\uc2e4\uc5c5\u00b7\uae08\ub9ac \uc804\ub9dd\uc744 \ubaa8\uc544 \ubc1c\ud45c\ud558\ub294 \uc790\ub8cc)\uc640 \uc810\ub3c4\ud45c(dot plot: \uc5f0\uc900 \uc704\uc6d0\ub4e4\uc774 \uc0dd\uac01\ud558\ub294 \ud5a5\ud6c4 \uae30\uc900\uae08\ub9ac \uc218\uc900\uc744 \uc810\uc73c\ub85c \ud45c\uc2dc\ud55c \ud45c)\uc5d0 \ub9de\ucdb0\uc838 \uc788\uc5c8\ub2e4. 12\uc6d4\uc5d0\ub294 \uc810\ub3c4\ud45c\uc758 \uc911\uac04\uac12\uc774 2026\ub144\uc5d0 25bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8: \uae08\ub9ac 0.01%\ud3ec\uc778\ud2b8) \uc778\ud558 1\ud68c\ub97c \uac00\ub9ac\ucf30\ub2e4. \ud55c\ud3b8 CME FedWatch(\uae08\ub9ac\uc120\ubb3c \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \ud5a5\ud6c4 \uae08\ub9ac \uac00\ub2a5\uc131\uc744 \ucd94\uc815\ud574 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \uc5f0\ub9d0\uae4c\uc9c0 \uc778\ud558 1\ud68c\ub9cc \ubc18\uc601\ud558\uace0 \uc788\uc5c8\uace0, \uc2dc\uc810\uc740 12\uc6d4\uc774 \uac00\uc7a5 \uc720\ub825\ud588\ub2e4. 9\uc6d4 \uc774\uc804 \uc778\ud558 \uac00\ub2a5\uc131\uc740 \uac70\uc758 0\uc5d0 \uac00\uae4c\uc6e0\ub2e4.\n\n\uc720\uac00\ub294 \uc57d 3% \uc62c\ub790\uace0, WTI(\uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0\uc6d0\uc720: \ubbf8\uad6d \uae30\uc900 \uc720\uc885)\ub294 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\ub2e4. \uc5f0\ucd08 \uc774\ud6c4 \uc0c1\uc2b9\ud3ed\uc740 \uc57d 50%\ub2e4. \uae08\uc740 \uc628\uc2a4\ub2f9 5,000\ub2ec\ub7ec \uc544\ub798\ub85c \ub0b4\ub824\uac14\ub2e4. \ubbf8\uad6d\uc740 \uc874\uc2a4\ubc95(Jones Act: \ubbf8\uad6d \ub0b4 \ud56d\ub85c \uc6b4\uc1a1\uc744 \ubbf8\uad6d \uc120\ubc15\uc5d0 \uc81c\ud55c\ud558\ub294 \ubc95) \uba74\uc81c\ub97c 60\uc77c\uac04 \ubc1c\uae09\ud588\ub294\ub370, \ub300\uc0c1\uc740 \uc11d\uc720\u00b7\ucc9c\uc5f0\uac00\uc2a4\u00b7\ube44\ub8cc\u00b7\uc11d\ud0c4\uc774\uc5c8\ub2e4.\n\n\uce90\ud130\ud544\ub7ec\ub294 \uc57d 1% \uc62c\ub790\uace0, \uace8\ub4dc\ub9cc\uc0ad\uc2a4\ub3c4 \uc57d 1% \uc0c1\uc2b9\ud588\ub2e4. \ubc18\uba74 \uc554\uc820, \uc154\uc708-\uc70c\ub9ac\uc5c4\uc2a4, \ud504\ub85d\ud130\uc564\ub4dc\uac2c\ube14\uc740 \uac01\uac01 \uc57d 2% \ud558\ub77d\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \uc911\uad6d\uc774 H200 \uce69(\uace0\uc131\ub2a5 AI\uc6a9 \ubc18\ub3c4\uccb4) \ud310\ub9e4\ub97c \uc2b9\uc778\ud588\ub2e4\ub294 \ubcf4\ub3c4\uc640 \ud568\uaed8, 2027\ub144\uae4c\uc9c0 1\uc870 \ub2ec\ub7ec \ub9e4\ucd9c \uae30\ud68c\uac00 \uc788\uc744 \uc218 \uc788\ub2e4\ub294 \uc774\uc57c\uae30 \uc18d\uc5d0 \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4.\n\n<h3>\ubcc0\ub3d9\uc131\uacfc \ub9e4\ub9e4 \uc811\uadfc<\/h3>\n\ubd88\ud655\uc2e4\uc131\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)\uc774 \ub192\uac8c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX: S&#038;P 500\uc758 \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \ud3c9\uade0 20\uc744 \uc6c3\ub3cc\uace0 \uc788\ub2e4. \uc774\ub294 \uc791\ub144 \uc5d0\ub108\uc9c0 \ucda9\uaca9 \uc774\uc804\uc758 \uc870\uc6a9\ud55c \uc2dc\uae30\uc640 \ube44\uad50\ud558\uba74 \ud070 \ubcc0\ud654\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 S&#038;P 500\uc5d0 \ub300\ud574 \u2018\ub871 \ubcc0\ub3d9\uc131\u2019 \uc804\ub7b5(\ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8\uc218\ub85d \uc720\ub9ac\ud55c \uc804\ub7b5)\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub294\ub370, \uc608\ub97c \ub4e4\uc5b4 \uc55e\uc73c\ub85c \ub098\uc62c \ubb3c\uac00 \uc9c0\ud45c \ubc1c\ud45c \uc804 \uc2a4\ud2b8\ub798\ub4e4 \ub9e4\uc218(\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ud568\uaed8 \uc0ac\uc11c \ud070 \ubcc0\ub3d9\uc774 \ub098\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \ubc29\ubc95)\ub97c \ub4e4 \uc218 \uc788\ub2e4.\n\n\uc9c0\uc815\ud559\uc801 \uc0c1\ud669\uc740 \uc6d0\uc720 \uac00\uaca9\uc744 \uacc4\uc18d \ub5a0\ubc1b\uce58\uace0 \uc788\ub2e4. 5\uc6d4\ubb3c WTI \uc120\ubb3c(\ubbf8\ub798\uc758 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc740 \ud604\uc7ac \ubc30\ub7f4\ub2f9 98\ub2ec\ub7ec \uadfc\ucc98\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub2e4. \uc791\ub144\uc5d0 \uac08\ub4f1\uc774 \ucee4\uc9c4 \ub4a4\ub85c \uac00\uaca9\uc740 90\ub2ec\ub7ec \uc704\uc5d0\uc11c \ubc18\ubcf5\uc801\uc73c\ub85c \uc9c0\uc9c0\ub97c \ubc1b\uc558\ub2e4. \ub530\ub77c\uc11c XLE \uac19\uc740 \uc5d0\ub108\uc9c0 \uc139\ud130 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc: \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc758 \ucf5c\uc635\uc158 \ub9e4\uc218\ub294 \ucd94\uac00 \uacf5\uae09 \ucc28\uc9c8\uc774 \uc0dd\uae38 \ub54c \uc774\uc775\uc744 \ub178\ub9ac\uba74\uc11c\ub3c4 \uc190\uc2e4 \ud55c\ub3c4\ub97c \uc815\ud574\ub458 \uc218 \uc788\ub294 \ubc29\ubc95\uc774\ub2e4.\n\n2025\ub144 \ucd08\ubd80\ud130 \ub098\ud0c0\ub09c \uc139\ud130 \uac04 \uc131\uacfc \uaca9\ucc28\ub294 \ub354 \ubc8c\uc5b4\uc84c\ub2e4. \uc5d0\ub108\uc9c0\uc640 \uc0b0\uc5c5\uc8fc\ub294 \ube44\uc6a9 \uc0c1\uc2b9\ubd84\uc744 \uac00\uaca9\uc5d0 \ub354\ud574(\uac00\uaca9 \uc804\uac00) \uc0c1\ub300\uc801\uc73c\ub85c \uc88b\uc740 \uc131\uacfc\ub97c \ub0b4\ub294 \ubc18\uba74, \uc18c\ube44\uc790 \uc0c1\ub300 \uae30\uc5c5\uc740 \uc774\uc775\ub960(\ub9c8\uc9c4)\uc774 \ub20c\ub9ac\uba70 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\ub2e4. \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(\uc11c\ub85c \ubc18\ub300 \uc131\uaca9\uc758 \ud3ec\uc9c0\uc158\uc744 \ud568\uaed8 \uac00\uc838\uac00 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \uac70\ub798)\ub85c \uc5d0\ub108\uc9c0 \uc120\ubb3c\uc744 \ub9e4\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 XLP \uac19\uc740 \ud544\uc218\uc18c\ube44\uc7ac ETF\uc5d0 \ud48b\uc635\uc158(\uac00\uaca9\uc774 \ub5a8\uc5b4\uc9c8 \ub54c \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74, \uc2dc\uc7a5 \uc804\uccb4\uac00 \ud558\ub77d\ud560 \ub54c \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\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(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc744 \ub530\ub77c\uac00\uba70, \uc120\ubb3c\u00b7\uc635\uc158 \uac19\uc740 \uacc4\uc57d \ud615\ud0dc\ub85c \uac70\ub798\ub418\ub294 \uc0c1\ud488)\uc774 \ud1b5\ud654\uc815\ucc45 \ubcc0\ud654\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \ubca0\ud305\ud558\ub294 \uc218\ub2e8\uc774 \ub41c\ub2e4. \uad6d\ucc44 ETF \uc635\uc158(\ubbf8\uad6d \uad6d\ucc44\ub97c \ub2f4\uc740 ETF\uc758 \uc635\uc158)\uc5d0\uc11c \uac70\ub798\uac00 \ub298\uace0 \uc788\uace0, \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uc5f0\uc900\uc774 \uc0dd\uac01\ubcf4\ub2e4 \ub354 \uc624\ub798 \ub3d9\uacb0\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \ud3ec\uc9c0\uc158\uc744 \uc7a1\uace0 \uc788\ub2e4. SOFR(\ub2f4\ubcf4\ubd80 \uc775\uc77c\ubb3c \uae08\ub9ac: \ubbf8\uad6d\uc5d0\uc11c \ud558\ub8e8\uc9dc\ub9ac \uc548\uc804\ud55c \ub2f4\ubcf4 \ub300\ucd9c \uae08\ub9ac\ub97c \ub098\ud0c0\ub0b4\ub294 \uae30\uc900\uae08\ub9ac) \uc120\ubb3c\uc740 \uae08\ub9ac \uace1\uc120\uc758 \ub2e8\uae30 \uad6c\uac04(\ub2e8\uae30 \uae08\ub9ac \uad6c\uac04)\uc5d0 \ub300\ud55c \ud5e4\uc9c0(\uc704\ud5d8 \ud68c\ud53c) \ub610\ub294 \ud22c\uae30\uc801 \ud3ec\uc9c0\uc158\uc73c\ub85c\ub3c4 \ud65c\uc6a9\ud560 \uc218 \uc788\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>\ub728\uac70\uc6b4 PPI\uac00 \ub36e\uce58\uc790 \ubbf8 \uc99d\uc2dc \uae09\ub77d: \ub2e4\uc6b0 -1%, S&#038;P -0.7%, \ub098\uc2a4\ub2e5 -0.5%. \uc5f0\uc900 \ub3d9\uacb0 \uc18d \uae08\ub9ac\uc778\ud558 \uae30\ub300 \ud6c4\ud1f4, \uc720\uac00 \uae09\ub4f1\u00b7\ubcc0\ub3d9\uc131 \uc9c0\uc18d. \uc635\uc158\uc804\ub7b5 \uc8fc\ubaa9. &#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-41684","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\/41684","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=41684"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41684\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41684"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41684"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41684"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}