{"id":41835,"date":"2026-03-19T17:42:48","date_gmt":"2026-03-19T17:42:48","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%ea%b8%88%eb%a6%ac-%eb%8f%99%ea%b2%b0%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%eb%a6%ac\/"},"modified":"2026-03-19T17:42:48","modified_gmt":"2026-03-19T17:42:48","slug":"%eb%8f%84%ec%9d%b4%ec%b2%b4%eb%b0%a9%ed%81%ac-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%ea%b8%88%eb%a6%ac-%eb%8f%99%ea%b2%b0%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%eb%a6%ac","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-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%ea%b8%88%eb%a6%ac-%eb%8f%99%ea%b2%b0%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%eb%a6%ac\/","title":{"rendered":"\ub3c4\uc774\uccb4\ubc29\ud06c \u201c\uc601\ub780\uc740\ud589, \uae08\ub9ac \ub3d9\uacb0\u2026\uc778\ud50c\ub808\uc774\uc158 \ub9ac\uc2a4\ud06c\uc5d0 \ubc29\uc810 \ucc0d\uace0 \ucd94\uac00 \uae34\ucd95 \uac00\ub2a5\uc131 \uc2dc\uc0ac\u201d"},"content":{"rendered":"\uc601\ub780\uc740\ud589(BoE)\uc740 \uae30\uc900\uae08\ub9ac(Bank Rate)\ub97c \ub3d9\uacb0\ud588\ub2e4. \ub2e4\ub9cc \ud1b5\ud654\uc815\ucc45\uc704\uc6d0\ud68c(MPC)\ub294 \u2018\uc644\ud654 \uc131\ud5a5(\ud5a5\ud6c4 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud558\ub294 \uae30\uc870)\u2019\uc744 \uac70\ub46c\ub4e4\uc774\uace0, \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300(\uac00\uacc4\u00b7\uae30\uc5c5\u00b7\uae08\uc735\uc2dc\uc7a5\uc774 \uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc73c\ub85c \ubcf4\ub294 \uc608\uc0c1)\uac00 \uc0c1\uc2b9\ud558\uba74 \ub300\uc751\ud560 \uc900\ube44\uac00 \ub3fc \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc704\uc6d0\ud68c\ub294 \ucd94\uac00 \uc815\ucc45 \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc804\uc5d0 \uc774\ub780 \uad00\ub828 \ubd84\uc7c1 \uc0c1\ud669\uc744 \uc810\uac80\ud558\uaca0\ub2e4\uace0 \ud588\ub2e4.\n\n\uc601\ub780\uc740\ud589\uc740 \uc911\uae30\uc801\uc73c\ub85c \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \ub300\ud45c \ud488\ubaa9\uc758 \uac00\uaca9 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ubb3c\uac00 \uc9c0\ud45c) \uc0c1\uc2b9\ub960\uc744 2% \ubaa9\ud45c\uc5d0 \ub9de\ucd94\ub294 \ub370 \ucd08\uc810\uc744 \ub450\uaca0\ub2e4\uace0 \ud588\ub2e4. \ub610\ud55c \ub192\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ubb3c\uac00\ub97c \ub2e4\uc2dc \ub04c\uc5b4\uc62c\ub9b4 \uc704\ud5d8\uc774 \uc788\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4.\n\n<h3>Inflation Risks And Policy Reaction<\/h3>\n\uc601\ub780\uc740\ud589 \ub0b4\ubd80 \uc804\ub9dd\uc5d0 \ub530\ub974\uba74 CPI \uc0c1\uc2b9\ub960\uc740 \ud5a5\ud6c4 \uba87 \ubd84\uae30 \ub3d9\uc548 3%~3.5% \ubc94\uc704\uc5d0 \uc788\uc744 \uac83\uc73c\ub85c \ucd94\uc815\ub410\ub2e4. \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ud604\uc7ac \uc218\uc900\uc5d0 \uba38\ubb3c\uba74 \ubb3c\uac00 \uc0c1\uc2b9\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud574 \uae08\ub9ac \uc778\uc0c1\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4\uace0 \uc2dc\uc0ac\ud588\ub2e4.\n\n\uc704\uc6d0\ud68c\ub294 4\uc6d4 \ud1b5\ud654\uc815\ucc45 \uacb0\uc815 \uc2dc\uc810\uae4c\uc9c0 \ub354 \ub9ce\uc740 \uc815\ubcf4\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uc774\ubc88 \uc5c5\ub370\uc774\ud2b8\ub85c \ud5a5\ud6c4 \uba87 \ubd84\uae30 \ub0b4 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc740 \ub0ae\uc544\uc84c\ub2e4.\n\n<h3>Market Positioning And Risk Management<\/h3>\n\uc774\ubc88 \u2018\ub9e4\ud30c\u2019(\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac \uc778\uc0c1 \ub4f1 \uae34\ucd95\uc744 \uc120\ud638\ud558\ub294 \uc131\ud5a5) \uc804\ud658\uc740 \uc774\ub780 \ubd84\uc7c1\uc774 \uc774\uc5b4\uc9c0\uba70 \ube0c\ub80c\ud2b8\uc720(\uc720\ub7fd\u00b7\uc544\ud504\ub9ac\uce74\uc0b0 \uc6d0\uc720\ub97c \uae30\uc900\uc73c\ub85c \ud55c \uad6d\uc81c\uc720\uac00 \uc9c0\ud45c)\uac00 \ubc30\ub7f4\ub2f9 \uc57d 110\ub2ec\ub7ec\uae4c\uc9c0 \uc624\ub978 \ub370 \ub300\ud55c \ubc18\uc751\uc774\ub2e4. \uc774\ub294 2022\ub144 \uacf5\uae09 \ucda9\uaca9(\uc804\uc7c1\u00b7\uc81c\uc7ac\u00b7\uc0dd\uc0b0 \ucc28\uc9c8 \ub4f1\uc73c\ub85c \uc6d0\uc720 \uacf5\uae09\uc774 \uc904\uc5b4 \uac00\uaca9\uc774 \uae09\ub4f1\ud55c \uc0c1\ud669) \uc774\ud6c4 \uacc4\uc18d \uc720\uc9c0\ub418\uae30 \uc5b4\ub824\uc6e0\ub358 \uc218\uc900\uc774\ub2e4. \uc601\uad6d \ud1b5\uacc4\uccad(ONS)\uc774 \ubc1c\ud45c\ud55c 2\uc6d4 CPI\ub294 2.9%\ub85c \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\uc640 \uc6b0\ub824\ub97c \ud0a4\uc6e0\ub2e4. 2021\ub144 \uc774\ud6c4 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ubb3c\uac00\ub97c \ubc00\uc5b4 \uc62c\ub838\ub358 \uad6d\uba74\uacfc \ube44\uc2b7\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uc601\ub780\uc740\ud589\uc740 \uc774\ubc88\uc5d0\ub294 \ub300\uc751\uc774 \ub2a6\uc9c0 \uc54a\uaca0\ub2e4\ub294 \ud0dc\ub3c4\ub2e4.\n\n\ub2e8\uae30 \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 SONIA \uc120\ubb3c(\uc601\uad6d \ubb34\ub2f4\ubcf4 \uc775\uc77c\uae08\ub9ac\uc778 SONIA\ub97c \uae30\uc900\uc73c\ub85c \ud55c \uae08\ub9ac \uc120\ubb3c\ub85c, \ub2e8\uae30 \uae08\ub9ac \uc804\ub9dd\uc744 \uac70\ub798\ud558\ub294 \uc0c1\ud488)\uc744 \ub9e4\ub3c4\ud558\uba74 \ud5a5\ud6c4 \ub2e8\uae30 \uae08\ub9ac\uac00 \uc624\ub97c \ub54c \uc774\uc775\uc744 \ubcfc \uc218 \uc788\ub2e4. \uae08\ub9ac\uc2a4\uc651 \uc2dc\uc7a5(\ubcc0\ub3d9\uae08\ub9ac\uc640 \uace0\uc815\uae08\ub9ac\ub97c \uc11c\ub85c \uad50\ud658\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488 \uc2dc\uc7a5)\uc5d0\uc11c\ub294 2\ub144 \ub9cc\uae30 \uc2a4\uc651\uc5d0\uc11c \uace0\uc815\uae08\ub9ac \uc9c0\uae09(\u2018pay fixed\u2019: \uace0\uc815\uae08\ub9ac\ub97c \ub0b4\uace0 \ubcc0\ub3d9\uae08\ub9ac\ub97c \ubc1b\ub294 \uad6c\uc870\ub85c, \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798)\uc774 \uc8fc\uc694 \uc804\ub7b5\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc624\ubc84\ub098\uc774\ud2b8 \uc778\ub371\uc2a4 \uc2a4\uc651(OIS\u00b7\uc775\uc77c \uae08\ub9ac\ub97c \uae30\uc900\uc73c\ub85c \ud55c \uc2a4\uc651\uc73c\ub85c \uc911\uc559\uc740\ud589 \uc815\ucc45\uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601)\uc740 \uc774\ubbf8 6\uc6d4 \ud68c\uc758\uc5d0\uc11c 25bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b7\uae08\ub9ac \ub2e8\uc704, 1bp=0.01%\ud3ec\uc778\ud2b8) \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uc0c1\ub2f9 \ubd80\ubd84 \ubc18\uc601\ud588\ub2e4. \uc774\ub294 \uc9c0\ub09c\ub2ec\uacfc \ube44\uad50\ud574 \ud070 \ubcc0\ud654\ub2e4.\n\n\uc601\ub780\uc740\ud589\uc774 4\uc6d4 \uacb0\uc815\uae4c\uc9c0 \u2018\uad00\ub9dd(wait-and-see)\u2019\ud558\uaca0\ub2e4\uace0 \ubc1d\ud78c \ub9cc\ud07c \ubd88\ud655\uc2e4\uc131\uc740 \ub9e4\uc6b0 \ud06c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uae08\ub9ac \uc635\uc158(\uae08\ub9ac \uc218\uc900\uc744 \uae30\ucd08\ub85c \ud55c \uc635\uc158)\uc758 \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58)\uc740 \ub2e8\uae30\uac04\uc5d0 \ub192\uc544\uc9c8 \uc218 \uc788\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc120\ubb3c\uc744 \uc9c1\uc811 \ub9e4\ub3c4\ud558\uae30\ubcf4\ub2e4, \ud070 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud574 \uc635\uc158\uc744 \ud65c\uc6a9\ud558\ub294 \ubc29\uc2dd\uc774 \uc704\ud5d8 \uad00\ub9ac\uc5d0 \ub354 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4.\n\n\uc774\ubc88 \uae30\uc870 \ubcc0\ud654\ub294 \ucd08\uae30\uc5d0\ub294 \ud30c\uc6b4\ub4dc\ud654(\uc601\uad6d \ud1b5\ud654)\uc5d0 \uc6b0\ud638\uc801\uc77c \uc218 \uc788\uc5b4 \ub2ec\ub7ec\u00b7\uc720\ub85c \ub300\ube44 \ud30c\uc6b4\ub4dc \ucf5c\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \ubc18\uba74 FTSE 100(\ub7f0\ub358 \uc99d\uc2dc \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\uc740 \ucc28\uc785 \ube44\uc6a9 \uc0c1\uc2b9\uc774 \uae30\uc5c5 \uc774\uc775\uc744 \uc555\ubc15\ud560 \uc218 \uc788\uc5b4 \ubd80\ub2f4 \uc694\uc778\uc774\ub2e4. \uc601\uad6d \uc8fc\uc2dd \uc775\uc2a4\ud3ec\uc800(\ubcf4\uc720\u00b7\ud22c\uc790 \ube44\uc911)\ub97c \ud48b\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc73c\ub85c \ud5e4\uc9c0(\uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798)\ud558\uac70\ub098 \uc120\ubb3c \ub9e4\ub3c4\ub85c \ubc29\uc5b4\ud558\ub294 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\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>\u201c\uc644\ud654\u201d \uc811\uc740 \uc601\ub780\uc740\ud589, \ub3d9\uacb0 \uc18d \ub9e4\ud30c \uc804\ud658\u2026\uc720\uac00\u00b7\uc778\ud50c\ub808 \uae30\ub300 \uc7ac\uc810\ud654 \uc2dc \uae08\ub9ac\uc778\uc0c1\ub3c4 \uc2dc\uc0ac. 4\uc6d4 \uc804 \uc774\ub780 \ubd84\uc7c1 \uc810\uac80, \ud30c\uc6b4\ub4dc \uac15\uc138\u00b7\uc8fc\uc2dd \ubd80\ub2f4, \uc635\uc158 \ud5e4\uc9c0 \ubd80\uac01.<\/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-41835","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\/41835","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=41835"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41835\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}