{"id":41831,"date":"2026-03-19T16:45:32","date_gmt":"2026-03-19T16:45:32","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac%eb%8a%94-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe%ec%9d%b4-%ea%b8%88%eb%a6%ac%eb%a5%bc-%eb%8f%99%ea%b2%b0%ed%95%98%eb%a9%b4%ec%84%9c-%ec%9d%b8%ed%94%8c\/"},"modified":"2026-03-19T16:45:32","modified_gmt":"2026-03-19T16:45:32","slug":"%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac%eb%8a%94-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe%ec%9d%b4-%ea%b8%88%eb%a6%ac%eb%a5%bc-%eb%8f%99%ea%b2%b0%ed%95%98%eb%a9%b4%ec%84%9c-%ec%9d%b8%ed%94%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac%eb%8a%94-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe%ec%9d%b4-%ea%b8%88%eb%a6%ac%eb%a5%bc-%eb%8f%99%ea%b2%b0%ed%95%98%eb%a9%b4%ec%84%9c-%ec%9d%b8%ed%94%8c\/","title":{"rendered":"\ub3c4\uc774\uccb4\ubc29\ud06c\ub294 \uc601\ub780\uc740\ud589(BoE)\uc774 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud558\uba74\uc11c \uc778\ud50c\ub808\uc774\uc158 \uc704\ud5d8\uc744 \uc6b0\uc120\uc2dc\ud588\uace0, \ud544\uc694 \uc2dc \ud1b5\ud654\uc815\ucc45\uc744 \uae34\ucd95\ud560 \uc900\ube44\uac00 \ub3fc \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4."},"content":{"rendered":"\uc601\ub780\uc740\ud589(Bank of England)\uc740 \uae30\uc900\uae08\ub9ac\uc778 **Bank Rate(\uc601\uad6d \uc911\uc559\uc740\ud589 \uae30\uc900\uae08\ub9ac)**\ub97c \ub3d9\uacb0\ud588\ub2e4. \ub2e4\ub9cc **\uae08\ub9ac \uc778\ud558 \uc131\ud5a5(easing bias, \u201c\ud544\uc694\ud558\uba74 \uae08\ub9ac\ub97c \ub0b4\ub9b4 \uc218 \uc788\ub2e4\u201d\ub294 \uc2e0\ud638)**\uc740 \uac70\ub450\uc5c8\uace0, **\uc778\ud50c\ub808\uc774\uc158 \uae30\ub300(inflation expectations, \uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc774\ub77c\ub294 \uc2dc\uc7a5\u00b7\uac00\uacc4\uc758 \uc608\uc0c1)**\uac00 \uc62c\ub77c\uac00\uba74 \ub300\uc751\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc704\uc6d0\ud68c\ub294 \ucd94\uac00 \uc815\ucc45 \uacb0\uc815\uc744 \ud558\uae30 \uc804\uc5d0 **\uc774\ub780 \ubd84\uc7c1(\uc5d0\ub108\uc9c0 \uacf5\uae09\u00b7\uac00\uaca9\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294 \uc9c0\uc815\ud559\uc801 \uac08\ub4f1)**\uc744 \uc9c0\ucf1c\ubcf4\uaca0\ub2e4\uace0 \ud588\ub2e4.\n\n\uc601\ub780\uc740\ud589\uc740 **\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI, \uac00\uacc4\uac00 \uc0ac\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ud654)** \uc778\ud50c\ub808\uc774\uc158\uc774 **\uc911\uae30(\uba87 \ubd84\uae30~\uc218\ub144)**\uc5d0 \uac78\uccd0 **\ubaa9\ud45c\uce58 2%**\uc5d0 \ub9de\ub3c4\ub85d \uc720\uc9c0\ud558\uaca0\ub2e4\uace0 \ud588\ub2e4. \ub610\ud55c **\uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub192\uc740 \uc218\uc900**\uc744 \uc720\uc9c0\ud560 \ub54c \uc0dd\uae38 \uc218 \uc788\ub294 \ubb3c\uac00 \uc0c1\uc2b9 \uc704\ud5d8\uc744 \uc5b8\uae09\ud588\ub2e4.\n\n<h3>\uc778\ud50c\ub808\uc774\uc158 \uc704\ud5d8\uacfc \uc815\ucc45 \ub300\uc751<\/h3>\n\uc601\ub780\uc740\ud589 \ub0b4\ubd80 \uc804\ub9dd\uc740 \uc55e\uc73c\ub85c \uba87 \ubd84\uae30 \ub3d9\uc548 CPI \uc778\ud50c\ub808\uc774\uc158\uc774 **3%~3.5%** \uc218\uc900\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ubd24\ub2e4. \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uc9c0\uae08 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba74, \uc601\ub780\uc740\ud589\uc740 \ubb3c\uac00 \uc0c1\uc2b9\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud574 **\uae08\ub9ac \uc778\uc0c1**\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n\uc704\uc6d0\ud68c\ub294 **4\uc6d4** \ud68c\uc758 \ub54c \ub354 \ub9ce\uc740 \uc815\ubcf4\ub97c \uac16\uac8c \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ubc88 \ub0b4\uc6a9\uc740 \uc55e\uc73c\ub85c \uba87 \ubd84\uae30 \ub3d9\uc548 **\uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131**\uc744 \ub0ae\ucdc4\ub2e4.\n\n<h3>\uc2dc\uc7a5 \ud3ec\uc9c0\uc154\ub2dd\uacfc \uc704\ud5d8 \uad00\ub9ac<\/h3>\n\uc774\ubc88 **\ub9e4\ud30c\uc801 \uc804\ud658(hawkish shift, \ubb3c\uac00\ub97c \uc7a1\uae30 \uc704\ud574 \uae08\ub9ac\ub97c \uc62c\ub9b4 \uc218 \uc788\ub2e4\ub294 \ucabd\uc73c\ub85c \ud0dc\ub3c4\uac00 \ubc14\ub01c)**\uc740 \uc774\ub780 \ubd84\uc7c1\uc758 \uc601\ud5a5\uc774 \ud06c\ub2e4. \uc774 \uac08\ub4f1\uc73c\ub85c **\ube0c\ub80c\ud2b8\uc720(Brent crude, \uad6d\uc81c \uc720\uac00\uc758 \ub300\ud45c \uae30\uc900)**\uac00 \ubc30\ub7f4\ub2f9 \uc57d **110\ub2ec\ub7ec**\uae4c\uc9c0 \uc62c\ub790\ub294\ub370, \uc774\ub294 2022\ub144\uc758 \uacf5\uae09 \ucda9\uaca9(\uacf5\uae09 \ucc28\uc9c8\ub85c \uac00\uaca9\uc774 \uae09\ub4f1\ud55c \uc0c1\ud669) \uc774\ud6c4 \uafb8\uc900\ud788 \ubcf4\uc9c0 \ubabb\ud588\ub358 \uc218\uc900\uc774\ub2e4. \uc601\uad6d \ud1b5\uacc4\uccad(ONS)\uc758 2\uc6d4 CPI\ub294 \uc608\uc0c1\uacfc \ub2ec\ub9ac **2.9%**\ub85c \uc0c1\uc2b9\ud574, 2021\ub144 \uc774\ud6c4 \uc5d0\ub108\uc9c0\ubc1c(\uc5d0\ub108\uc9c0 \uac00\uaca9 \ub54c\ubb38\uc5d0 \uc0dd\uae34) \ubb3c\uac00 \uae09\ub4f1\uacfc \ube44\uc2b7\ud55c \ubd84\uc704\uae30\ub97c \ub9cc\ub4e0\ub2e4. \uc601\ub780\uc740\ud589\uc740 \uc774\ubc88\uc5d0\ub294 \ub300\uc751\uc774 \ub2a6\uc9c0 \uc54a\uaca0\ub2e4\ub294 \ub73b\uc73c\ub85c \ubcf4\uc778\ub2e4.\n\n\ub2e8\uae30 \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158\uc744 \ubcfc \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 **SONIA \uc120\ubb3c(SONIA futures, \uc601\uad6d\uc758 \ub2e8\uae30 \uae30\uc900\uae08\ub9ac\uc778 SONIA\ub97c \ubc14\ud0d5\uc73c\ub85c \ud55c \uae08\ub9ac \uc120\ubb3c)**\uc744 \ub2e4\uc74c \ubd84\uae30\ubb3c\uc5d0\uc11c **\ub9e4\ub3c4**\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \ub610\ud55c **\uae08\ub9ac\uc2a4\uc651(interest rate swap, \ubcc0\ub3d9\uae08\ub9ac\uc640 \uace0\uc815\uae08\ub9ac \uc774\uc790\ub97c \uc11c\ub85c \ubc14\uafb8\ub294 \uacc4\uc57d)** \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uac70\ub798\uac00 \ub298 \uc218 \uc788\uc73c\uba70, **2\ub144 \ub9cc\uae30 \uc2a4\uc651\uc5d0\uc11c \uace0\uc815\uae08\ub9ac\ub97c \uc9c0\uae09(paying the fixed leg, \u201c\uace0\uc815\uae08\ub9ac \uc9c0\uae09\u00b7\ubcc0\ub3d9\uae08\ub9ac \uc218\ucde8\u201d \ud3ec\uc9c0\uc158\uc73c\ub85c \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \ubca0\ud305)**\ud558\ub294 \uac70\ub798\uac00 \ud754\ud574\uc9c8 \uc218 \uc788\ub2e4. **OIS(Overnight Index Swap, \uc775\uc77c \uae08\ub9ac \uae30\ubc18 \uc2a4\uc651)**\ub294 \uc774\ubbf8 6\uc6d4 \ud68c\uc758\uc5d0\uc11c **25bp(0.25%\ud3ec\uc778\ud2b8)** \uc778\uc0c1\uc744 \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud588\ub294\ub370, \uc774\ub294 \uc9c0\ub09c\ub2ec\uacfc \uc815\ubc18\ub300\ub2e4.\n\n\uc601\ub780\uc740\ud589\uc774 4\uc6d4 \uacb0\uc815\uae4c\uc9c0 **\uad00\ub9dd(wait-and-see, \ub2f9\uc7a5\uc740 \uacb0\uc815\uc744 \ubbf8\ub8e8\uace0 \uc0c1\ud669\uc744 \ubcf4\uaca0\ub2e4\ub294 \ub73b)**\ud558\uaca0\ub2e4\uace0 \ubc1d\ud788\uba74\uc11c \ubd88\ud655\uc2e4\uc131\uc774 \ub9e4\uc6b0 \ucee4\uc84c\ub2e4. \uc774\ub7f0 \uacbd\uc6b0 **\ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility, \uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u201c\uc55e\uc73c\ub85c \uac00\uaca9\uc774 \uc5bc\ub9c8\ub098 \ud754\ub4e4\ub9b4\uc9c0\u201d\uc5d0 \ub300\ud55c \uae30\ub300)**\uc774 \ub2e8\uae30\uac04\uc5d0 \ub6f8 \uc218 \uc788\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc120\ubb3c\uc744 \uadf8\ub300\ub85c \ub9e4\ub3c4\ud558\uae30\ubcf4\ub2e4, \ud070 \uc6c0\uc9c1\uc784\uc5d0 \ub300\ube44\ud558\ub294 **\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4\/\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)**\uc744 \ub9e4\uc218\ud574 \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\ub294 \uc804\ub7b5\uc774 \ub354 \uc548\uc804\ud560 \uc218 \uc788\ub2e4.\n\n\uc774 \uc0c8 \uc785\uc7a5\uc740 \ucc98\uc74c\uc5d0\ub294 **\ud30c\uc6b4\ub4dc\ud654(GBP)**\uc5d0 \uae0d\uc815\uc801\uc77c \uc218 \uc788\uc5b4, \ub2ec\ub7ec\uc640 \uc720\ub85c \ub300\ube44 GBP **\ucf5c\uc635\uc158(call option, \ub098\uc911\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)**\uc744 \ubcfc \uc218 \uc788\ub2e4. \ub2e4\ub9cc **FTSE 100(\uc601\uad6d \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)**\uc740 \ucde8\uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4. **\ucc28\uc785 \ube44\uc6a9(\ub300\ucd9c\u00b7\ud68c\uc0ac\ucc44 \uc774\uc790 \ub4f1 \uc790\uae08 \uc870\ub2ec \ube44\uc6a9)**\uc774 \uc62c\ub77c\uac00\uba74 \uae30\uc5c5 \uc774\uc775\uc774 \uc555\ubc15\uc744 \ubc1b\uae30 \ub54c\ubb38\uc774\ub2e4. \uc601\uad6d \uc8fc\uc2dd \ub178\ucd9c\uc740 **\ud48b\uc635\uc158(put option, \ub098\uc911\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)**\uc73c\ub85c \ud5e4\uc9c0(hedge, \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4)\ud558\uac70\ub098 \uc120\ubb3c\uc744 \ub9e4\ub3c4\ud558\ub294 \ubc29\uc5b4\uc801 \ub300\uc751\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c \ub9cc\ub4e4\uae30<\/a>\u00a0\uadf8\ub9ac\uace0\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uc9c0\uae08 \uac70\ub798 \uc2dc\uc791\ud558\uae30<\/a>. <\/b>\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>\uc601\ub780\uc740\ud589\uc774 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud588\uc9c0\ub9cc \uc644\ud654 \ud3b8\ud5a5\uc744 \ucca0\ud68c\ud558\uba70 \ub9e4\ud30c\ub85c \uae09\uc120\ud68c\ud588\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0\ubc1c \uc778\ud50c\ub808\uac00 3%\ub300\uc5d0 \uba38\ubb3c\uba74 \uc778\uc0c1\ub3c4 \uc2dc\uc0ac, 4\uc6d4 \uc804\uae4c\uc9c0 \uc774\ub780 \uac08\ub4f1\uc744 \uc8fc\uc2dc\ud569\ub2c8\ub2e4. &#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-41831","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\/41831","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=41831"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41831\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41831"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41831"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41831"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}