{"id":42295,"date":"2026-03-25T08:37:24","date_gmt":"2026-03-25T08:37:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/boj-1%ec%9b%94-%ed%9a%8c%ec%9d%98%eb%a1%9d-%ea%b3%b5%ea%b0%9c-%ed%9b%84-%ec%97%94%ed%99%94-%ea%b0%95%ec%84%b8%ec%95%84%ec%8b%9c%ec%95%84%ec%9e%a5%ec%84%9c-%eb%8b%ac%eb%9f%ac-%ec%97%94-158-70\/"},"modified":"2026-03-25T08:37:24","modified_gmt":"2026-03-25T08:37:24","slug":"boj-1%ec%9b%94-%ed%9a%8c%ec%9d%98%eb%a1%9d-%ea%b3%b5%ea%b0%9c-%ed%9b%84-%ec%97%94%ed%99%94-%ea%b0%95%ec%84%b8%ec%95%84%ec%8b%9c%ec%95%84%ec%9e%a5%ec%84%9c-%eb%8b%ac%eb%9f%ac-%ec%97%94-158-70","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/boj-1%ec%9b%94-%ed%9a%8c%ec%9d%98%eb%a1%9d-%ea%b3%b5%ea%b0%9c-%ed%9b%84-%ec%97%94%ed%99%94-%ea%b0%95%ec%84%b8%ec%95%84%ec%8b%9c%ec%95%84%ec%9e%a5%ec%84%9c-%eb%8b%ac%eb%9f%ac-%ec%97%94-158-70\/","title":{"rendered":"BOJ 1\uc6d4 \ud68c\uc758\ub85d \uacf5\uac1c \ud6c4 \uc5d4\ud654 \uac15\uc138\u2026\uc544\uc2dc\uc544\uc7a5\uc11c \ub2ec\ub7ec\/\uc5d4 158.70\uc120 \uadfc\uc811 \ud558\ub77d"},"content":{"rendered":"USD\/JPY(\ub2ec\ub7ec\/\uc5d4)\ub294 \uc804\ub0a0 \uc0c1\uc2b9\ud55c \ub4a4 \uc218\uc694\uc77c \uc544\uc2dc\uc544 \uc2dc\uc7a5\uc5d0\uc11c 158.70\uc120\uc73c\ub85c \ud558\ub77d\ud588\ub2e4. \uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 1\uc6d4 \ud68c\uc758 \uc758\uc0ac\ub85d \uacf5\uac1c \uc774\ud6c4 \uc5d4\ud654\uc5d0 \ud798\uc774 \uc2e4\ub9ac\uba74\uc11c \ub098\ud0c0\ub0ac\ub2e4.\n\n\ud55c \uc704\uc6d0\uc740 \uae08\ub9ac \uc778\uc0c1(\uae30\uc900\uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \uac83)\uc774 \uc18c\ube44\ub97c \uc704\ucd95\uc2dc\ud0ac \uc218 \uc788\ub2e4\uace0 \ubcf4\uba74\uc11c\ub3c4, \uae08\uc735\uc2dc\uc2a4\ud15c \uc804\ubc18\uc73c\ub85c \ubc88\uc9c0\ub294 \uc601\ud5a5\uc740 \uc81c\ud55c\uc801\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\uace0 \ub9d0\ud588\ub2e4. \uc815\ucc45\uc704\uc6d0\ub4e4\uc740 \uc2e4\uc9c8\uae08\ub9ac(\uba85\ubaa9\uae08\ub9ac\uc5d0\uc11c \ubb3c\uac00\uc0c1\uc2b9\ub960\uc744 \ube80 \uac12)\uac00 \uc5ec\uc804\ud788 \ud06c\uac8c \ub9c8\uc774\ub108\uc2a4\ub77c\ub294 \ub370 \ub3d9\uc758\ud588\uc73c\uba70, \uacbd\uae30\uc640 \ubb3c\uac00 \uc804\ub9dd\uc774 \uc608\uc0c1\ub300\ub85c \uc2e4\ud604\ub418\uba74 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1\uc774 \uc801\uc808\ud558\ub2e4\uace0 \ubc1d\ud614\ub2e4.\n\n<h3>BoJ Minutes And Market Reaction<\/h3>\n\ub300\ubd80\ubd84\uc758 \uc704\uc6d0\uc740 \uc815\ud574\uc9c4 \uc18d\ub3c4\ubcf4\ub2e4 \u2018\ud68c\uc758 \ub54c\ub9c8\ub2e4\u2019 \uc0c1\ud669\uc744 \ubcf4\uace0 \uacb0\uc815\ud558\ub294 \uc720\uc5f0\ud55c \uc811\uadfc\uc744 \uc120\ud638\ud588\ub2e4. \ub374\uc2a4\ucf00\uc740\ud589\uc740 \ucd5c\uadfc \uc77c\ubcf8 \uc9c0\ud45c\uac00 \uc57d\ud574\uc84c\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \uc885\ud569 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: \uae30\uc5c5 \uc124\ubb38\uc73c\ub85c \uacbd\uae30 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c)\uac00 \ud558\ub77d\ud588\uace0, \uadfc\uc6d0 CPI(\uc77c\uc2dc\uc801 \uc694\uc778\uc744 \ube80 \uc18c\ube44\uc790\ubb3c\uac00)\uac00 \uc5f0\ub8cc \ubcf4\uc870\uae08(\uc815\ubd80\uac00 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc744 \ub0ae\ucd94\uae30 \uc704\ud574 \uc9c0\uae09\ud558\ub294 \uc9c0\uc6d0) \uc601\ud5a5\uc73c\ub85c 4\ub144 \ub9cc\uc5d0 \ucc98\uc74c \ubaa9\ud45c\ub97c \ubc11\ub3cc\uc558\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.\n\n\ub374\uc2a4\ucf00\uc740\ud589\uc740 \uc6d0\uac00(\ud22c\uc785\ube44\uc6a9)\uac00 \uc5ec\uc804\ud788 \ub192\uace0 \uc5d4\ud654 \uc57d\uc138\ub3c4 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4\uba70, \ub2e4\uc74c BOJ \uae08\ub9ac \uc778\uc0c1 \uc2dc\uc810\uc744 4\uc6d4\ub85c \uc608\uc0c1\ud588\ub2e4. \uc2dc\uc7a5\uc740 \uc774\ub97c \uc57d 50% \ud655\ub960\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.\n\n\ube0c\ub77c\uc6b4 \ube0c\ub77c\ub354\uc2a4 \ud574\ub9ac\uba3c\uc740 USD\/JPY\uac00 159.00 \ubc14\ub85c \uc544\ub798\uc5d0\uc11c \ud6a1\ubcf4(\ub69c\ub837\ud55c \ubc29\ud5a5 \uc5c6\uc774 \uc6c0\uc9c1\uc784)\ud558\uace0 \uc788\ub2e4\uace0 \uc804\ud588\ub2e4. 2\uc6d4\uc5d0\ub294 \ud5e4\ub4dc\ub77c\uc778 \ubb3c\uac00(\uc804\uccb4 \ubb3c\uac00)\uc640 \uadfc\uc6d0 \ubb3c\uac00\uac00 \ub454\ud654\ud588\uc9c0\ub9cc, \uae30\uc870\uc801 \ubb3c\uac00 \uc555\ub825(\uc77c\uc2dc\uc801 \uc694\uc778\uc744 \uc81c\uac70\ud55c \ubb3c\uac00 \ud750\ub984)\uc740 BOJ\uc758 2026\ud68c\uacc4\uc5f0\ub3c4 \uc804\ub9dd\uc744 \uc6c3\ub3c4\ub294 \uc218\uc900\uc774\ub77c\uba70 4\uc6d4 28\uc77c \ud68c\uc758\uc5d0 \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc774 \uc3e0\ub824 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4.\n\n<h3>Positioning Ahead Of The April Meeting<\/h3>\n\ud604\uc7ac USD\/JPY\ub294 152.50\uc120\uc5d0\uc11c \uac70\ub798\ub418\uba70, \uacfc\uac70\uc640 \ub2ee\uc740 \uc810\uc774 \uc788\uc9c0\ub9cc \uc0c1\ud669\uc740 \ub2e4\ub974\ub2e4. \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\ub294 \uc644\ud654(\uae08\ub9ac \uc778\ud558) \uc0ac\uc774\ud074\uc744 \uba48\ucd94\uace0 \uc815\ucc45\uae08\ub9ac\ub97c 4.50%\ub85c \uc720\uc9c0\ud558\ub294 \ubc18\uba74, BOJ\ub294 0.25%\ub85c \uc8fc\uc694\uad6d \uc911\uc559\uc740\ud589 \uc911 \uc720\uc77c\ud558\uac8c \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1) \ucabd\uc5d0 \ubb34\uac8c\uac00 \uc2e4\ub824 \uc788\ub2e4. \ud1b5\ud654\uc815\ucc45 \ubc29\ud5a5\uc758 \ucc28\uc774\uac00 \ud5a5\ud6c4 \uba87 \uc8fc\uac04 \ud575\uc2ec \ubcc0\uc218\ub85c \ubd80\uac01\ub418\uace0 \uc788\ub2e4.\n\n\ucd5c\uadfc \uc9c0\ud45c\ub294 4\uc6d4 28\uc77c BOJ \ud68c\uc758\uc5d0\uc11c \ucd94\uac00 \uc870\uce58 \uac00\ub2a5\uc131\uc744 \ud0a4\uc6b4\ub2e4. \uc62c\ud574 \ucd98\ud22c(\ubd04\ucca0 \uc784\uae08\ud611\uc0c1)\uc5d0\uc11c \ud3c9\uade0 4.5% \uc784\uae08 \uc778\uc0c1\uc774 \ud655\ubcf4\ub418\uba70, 2024\ub144\uc758 5.28% \uc0c1\uc2b9 \ud750\ub984\uc744 \uc787\uace0 \uc788\ub2e4. 2026\ub144 2\uc6d4 \uc804\uad6d \uadfc\uc6d0 \ubb3c\uac00\uac00 2.6%\ub85c \uacac\uc870\ud558\uac8c \uc720\uc9c0\ub418\uba74\uc11c \uc911\uc559\uc740\ud589\uc758 \ub300\uc751 \uc555\ub825\ub3c4 \ucee4\uc9c0\uace0 \uc788\ub2e4.\n\n\ud2b8\ub808\uc774\ub354\ub294 \uc815\ucc45 \uacb0\uc815\uc744 \uc55e\ub450\uace0 USD\/JPY \ud558\ub77d \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc5d4\ud654 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc5d4\ud654\ub97c \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub610\ub294 \ub2ec\ub7ec \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ub2ec\ub7ec\ub97c \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 5\uc6d4 \ub9cc\uae30\ub85c \ub9e4\uc218\ud558\uba74 \uc608\uc0c1 \uc6c0\uc9c1\uc784\uc5d0 \uc9c1\uc811 \ub300\uc751\ud560 \uc218 \uc788\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc608\uc0c1 \ubcc0\ub3d9\ud3ed\u2019)\uc740 \ud68c\uc758\uac00 \uac00\uae4c\uc6cc\uc9c8\uc218\ub85d \uc0c1\uc2b9\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc5b4, \uc635\uc158 \ubcf4\uc720\uc790\uc5d0\uac8c \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4.\n\n\uc880 \ub354 \ubcf4\uc218\uc801\uc778 \ubc29\uc2dd\uc73c\ub85c\ub294 \uc678\uac00\uaca9(out-of-the-money) USD\/JPY \ucf5c \uc2a4\ud504\ub808\ub4dc \ub9e4\ub3c4(\uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ud568\uaed8 \uac70\ub798\ud574 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5)\ub3c4 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \ud658\uc728\uc774 \ud2b9\uc815 \uc218\uc900 \uc544\ub798\uc5d0 \uba38\ubb3c\uac70\ub098 \ud558\ub77d\ud558\uba74 \uc218\uc775\uc774 \ub098\uba70, \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \ub54c \ube44\uc6a9 \ubd80\ub2f4\uc744 \uc904\uc774\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4. \ud575\uc2ec\uc740 \uc5d4\ud654\uac00 \ucd94\uac00 \uc57d\uc138\ub85c \uac00\uae30\ubcf4\ub2e4 \ubc84\ud2f0\uac70\ub098 \uac15\uc138\ub85c \uc804\ud658\ud558\ub294 \ud750\ub984\uc5d0 \ub9de\ucd94\ub294 \uac83\uc774\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>BOJ \uc758\uc0ac\ub85d\uc5d0 \ucd94\uac00 \uc778\uc0c1 \uc2dc\uc0ac\u2026\ub2ec\ub7ec\/\uc5d4 158.70\ub300\ub85c \ud6c4\ud1f4. \u2018\ud68c\uc758\ub9c8\ub2e4\u2019 \uc720\uc5f0 \uae30\uc870 \uc18d 4\uc6d4 \uc778\uc0c1 \ud655\ub960 50%. \uc784\uae08\u00b7\ubb3c\uac00 \uacac\uc870\ud574 \uc5d4\ud654 \uac15\uc138 \ubca0\ud305\u00b7\uc635\uc158 \uc804\ub7b5 \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-42295","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\/42295","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=42295"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/42295\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=42295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=42295"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=42295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}