{"id":42344,"date":"2026-03-25T18:38:05","date_gmt":"2026-03-25T18:38:05","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ing%ec%9d%98-%ec%a0%9c%ec%9e%84%ec%8a%a4-%ec%8a%a4%eb%af%b8%ec%8a%a4-%ec%97%90%eb%84%88%ec%a7%80-%ea%b0%80%ea%b2%a9-%ea%b2%bd%eb%a1%9c%ea%b0%80-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe\/"},"modified":"2026-03-25T18:38:05","modified_gmt":"2026-03-25T18:38:05","slug":"ing%ec%9d%98-%ec%a0%9c%ec%9e%84%ec%8a%a4-%ec%8a%a4%eb%af%b8%ec%8a%a4-%ec%97%90%eb%84%88%ec%a7%80-%ea%b0%80%ea%b2%a9-%ea%b2%bd%eb%a1%9c%ea%b0%80-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ing%ec%9d%98-%ec%a0%9c%ec%9e%84%ec%8a%a4-%ec%8a%a4%eb%af%b8%ec%8a%a4-%ec%97%90%eb%84%88%ec%a7%80-%ea%b0%80%ea%b2%a9-%ea%b2%bd%eb%a1%9c%ea%b0%80-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe\/","title":{"rendered":"ING\uc758 \uc81c\uc784\uc2a4 \uc2a4\ubbf8\uc2a4 \u201c\uc5d0\ub108\uc9c0 \uac00\uaca9 \uacbd\ub85c\uac00 \uc601\ub780\uc740\ud589(BOE) \uc2dc\uac01 \uc88c\uc6b0\u2026\uc778\ud50c\ub808\uc774\uc158, 3.5~4%\uc5d0\uc11c \uc815\uc810\u201d"},"content":{"rendered":"\uc601\uad6d \ubb3c\uac00\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \ud558\ub77d\ud560 \uc804\ub9dd\uc774\ub2e4. \uac00\uc815\uc6a9 \uc5d0\ub108\uc9c0 \uc694\uae08 \uc0c1\ud55c(\uc624\ud504\uc82c\u00b7Ofgem\uc774 \uc815\ud558\ub294 \uc18c\ub9e4\uc694\uae08 \uc0c1\ud55c) \ub2e4\uc74c \uc870\uc815\uc740 7\uc6d4\ub85c \uc608\uc815\ub3fc \uc788\ub2e4. \ud604\uc7ac \ub3c4\ub9e4\uac00\uaca9(\uc804\ub825\u00b7\uac00\uc2a4\uc758 \ub3c4\ub9e4 \uac70\ub798 \uac00\uaca9) \uc218\uc900\uc744 \ubcf4\uba74 7\uc6d4 \uc5d0\ub108\uc9c0 \uc694\uae08\uc774 \uc57d 25% \uc624\ub97c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.\n\n\uc804\uccb4 \uc18c\ube44\uc790\ubb3c\uac00(CPI\u00b7\uac00\uacc4\uac00 \uc0ac\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc744 \uc885\ud569\ud55c \uc9c0\ud45c)\ub294 2\uc6d4 3%\uc5d0\uc11c 4\uc6d4 2.3%\ub85c \ub0ae\uc544\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774\ub294 \uc804\ub144\ub3c4 \ud68c\uacc4\uc5f0\ub3c4 \ucd08\uc5d0 \ubc18\uc601\ub410\ub358 \uac00\uaca9 \ubcc0\ud654\uac00 1\ub144 \ube44\uad50(\uc804\ub144 \ub3d9\uc6d4 \ub300\ube44)\uc5d0\uc11c \ube60\uc9c0\uae30 \ub54c\ubb38\uc774\ub2e4. \uc11c\ube44\uc2a4 \ubb3c\uac00(\uc11c\ube44\uc2a4 \ud488\ubaa9 \uac00\uaca9 \uc0c1\uc2b9\ub960)\ub3c4 4.3%\uc5d0\uc11c 1%\ud3ec\uc778\ud2b8 \uc774\uc0c1 \ub0b4\ub824\uac08 \uc804\ub9dd\uc774\ub2e4.\n\n

Near Term Inflation Path<\/h3>\n\uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec, TTF \ucc9c\uc5f0\uac00\uc2a4(\ub124\ub35c\ub780\ub4dc TTF \ud5c8\ube0c \uae30\uc900 \uc720\ub7fd \uac00\uc2a4 \uac00\uaca9 \uc9c0\ud45c)\uac00 50~55\uc720\ub85c\/MWh(\uba54\uac00\uc640\ud2b8\uc2dc\u00b7\uc804\ub825\/\uac00\uc2a4 \uc5d0\ub108\uc9c0 \ub2e8\uc704) \uc218\uc900\uc774\uba74, \ubb3c\uac00\uac00 \uac00\uc744\uc5d0 \uc77c\uc2dc\uc801\uc73c\ub85c 4%\uae4c\uc9c0 \uc624\ub97c \uc218 \uc788\ub2e4. ING\uc758 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624(\uac00\uc7a5 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ubcf4\ub294 \uc804\ub9dd)\uc5d0\uc11c\ub294 2\ubd84\uae30(4~6\uc6d4)\uc5d0 \ucc28\uc9c8\uc774 \uc644\ud654\ub418\uace0 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uc810\uc9c4\uc801\uc73c\ub85c \ud558\ub77d\ud558\uba74\uc11c, \ubb3c\uac00\uac00 9\uc6d4 3.5%\uc5d0\uc11c \uc815\uc810\uc744 \ucc0d\uc744 \uac83\uc73c\ub85c \ubcf8\ub2e4.\n\n\uc774\ubc88 \ubb3c\uac00 \uc815\uc810\uc740 \uc804\uc7c1 \uc804 \uc608\uc0c1\ubcf4\ub2e4 1%\ud3ec\uc778\ud2b8 \ub192\uc740 \uc218\uc900\uc73c\ub85c \uc124\uba85\ub41c\ub2e4. \ub610\ud55c \ud5a5\ud6c4 \uacbd\uc81c \ubc18\uc751\uc744 \uac00\ub2a0\ud558\ub294 \uae30\uc900 \uc5f0\ub3c4\ub85c\ub294 2022\ub144\ubcf4\ub2e4 2025\ub144\uc774 \ub354 \uc801\uc808\ud558\ub2e4\ub294 \uc2dc\uac01\ub3c4 \ub2f4\uace0 \uc788\ub2e4.\n\n\ubd88\ud655\uc2e4\uc131\uc774 \ud070 \ub9cc\ud07c, \ud5a5\ud6c4 \uba87 \uc8fc \uc2dc\uc7a5 \ubc18\uc751\uc744 \uac00\ub2a0\ud558\ub824\uba74 \uacfc\uac70 \uc0ac\ub840\ub97c \ucc38\uace0\ud560 \ud544\uc694\uac00 \uc788\ub2e4. 2022\ub144 \uc5d0\ub108\uc9c0 \ucda9\uaca9(\uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1\uc73c\ub85c \uc778\ud55c \uacbd\uc81c \ucda9\uaca9)\uc740 \uc804\ub9dd\uc774 \uc5bc\ub9c8\ub098 \ube68\ub9ac \ud2c0\ub9b4 \uc218 \uc788\ub294\uc9c0 \ubcf4\uc5ec\uc900\ub2e4. \ub2f9\uc2dc \ucd08\uae30 \uc804\ub9dd\uc740 \ubb3c\uac00 \uc815\uc810\uc774 4% \uc548\ud30e\uc774\ub77c\uace0 \ubd24\uc9c0\ub9cc, \uc2e4\uc81c CPI\ub294 2022\ub144 10\uc6d4 11.1%\uae4c\uc9c0 \uce58\uc19f\uc544 41\ub144 \ub9cc\uc758 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4.\n\n\uc774\ub294 \uacf5\uae09 \ucda9\uaca9(\uc6d0\uc790\uc7ac\u00b7\ubd80\ud488 \ub4f1 \uacf5\uae09\uc774 \ub9c9\ud788\uba70 \uac00\uaca9\uc774 \uae09\ub4f1\ud558\ub294 \ud604\uc0c1) \uc774\ud6c4\uc758 \ucd08\uae30 \ubb3c\uac00 \ucd94\uc815\uce58\uac00 \ub0ae\uac8c \uc7a1\ud788\uae30 \uc27d\ub2e4\ub294 \uc810\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub530\ub77c\uc11c \ud22c\uc790\uc790\ub4e4\uc740 \u201c\ud604\uc7ac \ubb3c\uac00 \uc555\ubc15\uc740 \uc791\uace0 \ub2e8\uae30\uac04\u201d\uc774\ub77c\ub294 \uc2dc\uc7a5\uc758 \uc77c\ubc18\uc801 \uc804\ub9dd\uc744 \uacbd\uacc4\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ubcc0\ub3d9\uc131 \uc635\uc158(\uac00\uaca9 \ubcc0\ub3d9\uc774 \ucee4\uc9c8 \ub54c \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158 \uc0c1\ud488)\uc740 \uc2dc\uc7a5\uc774 \uc21c\uc870\ub85c\uc6b4 \uc870\uc815\uc744 \uae30\ub300\ud558\ub294 \uacbd\uc6b0 \uc2f8\uac8c \ud3c9\uac00\ub3fc \uc788\uc744 \uc218 \uc788\ub2e4.\n\n

Implications For Traders<\/h3>\n\ub2e4\ub9cc \uc6b0\ub9ac\ub294 \uacbd\uc81c \ubc18\uc751\uc774 2022\ub144\uc774 \uc544\ub2c8\ub77c 2025\ub144\uc758 \ud750\ub984\uc744 \ub354 \ub2ee\uc744 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc9c0\ub09c\ud574 \ubb3c\uac00\ub294 2% \ubaa9\ud45c\uce58\ub85c \uafb8\uc900\ud788 \ub0b4\ub824\uac14\uc9c0\ub9cc, \uace0\uc6a9\uc2dc\uc7a5\uc740 \ub9e4\uc6b0 \ucde8\uc57d\ud588\uace0 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP\u00b7\ud55c \ub098\ub77c\uc758 \uc0dd\uc0b0 \uaddc\ubaa8) \uc99d\uac00\uc728\ub3c4 \uc57d\ud588\ub2e4. \uc601\uad6d \ud1b5\uacc4\uccad(ONS\u00b7\uacbd\uc81c\ud1b5\uacc4\ub97c \ubc1c\ud45c\ud558\ub294 \uae30\uad00)\uc740 \uc5f0\uac04 \uc131\uc7a5\ub960\uc774 0.4%\uc5d0 \uadf8\ucce4\ub2e4\uace0 \ud655\uc778\ud588\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc740 \uc601\ub780\uc740\ud589\uc774 \uae09\uaca9\ud55c \uc815\ucc45 \ubcc0\ud654\ub97c \uc8fc\uc800\ud558\uac8c \ub9cc\ub4e4\uc5c8\ub2e4.\n\n2026\ub144 2\uc6d4 \ucd5c\uc2e0 \uc2e4\uc5c5\ub960(\uc77c\ud560 \uc758\uc0ac\uac00 \uc788\uc9c0\ub9cc \uc77c\uc790\ub9ac\uac00 \uc5c6\ub294 \ube44\uc728) \ub370\uc774\ud130\uac00 4.5%\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud55c \uc810\uc744 \uac10\uc548\ud558\uba74, \uc601\ub780\uc740\ud589\uc740 \ucd5c\uadfc \uc11c\ube44\uc2a4 \ubb3c\uac00 \uc0c1\uc2b9\uc744 \uac15\ud558\uac8c \ub204\ub974\ub294 \uac83\ubcf4\ub2e4 \uacbd\uae30 \uc548\uc815\uc5d0 \ubb34\uac8c\ub97c \ub458 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc815\ucc45\uc744 \ube60\ub974\uac8c \uc870\uc5ec(\ud1b5\ud654\uae34\ucd95\u00b7\uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \uc720\ub3d9\uc131\uc744 \uc904\uc774\ub294 \uc870\uce58) \uce68\uccb4(\uacbd\uae30 \ud6c4\ud1f4)\ub97c \ubd80\ub974\ub294 \uc0c1\ud669\uc744 \ud53c\ud558\ub824 \ud560 \uac83\uc774\ub2e4. \uc774\ub294 \uae08\ub9ac\uc120\ubb3c(\ubbf8\ub798 \uae08\ub9ac \uc218\uc900\uc744 \uac70\ub798\ud558\ub294 \uc0c1\ud488)\uc774 \uc2dc\uc7a5\uc774 \uae30\ub300\ud558\ub294 \uac83\ubcf4\ub2e4 \ub354 \uacf5\uaca9\uc801\uc778 \ub300\uc751\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\uc744 \uc218 \uc788\uc74c\uc744 \ub73b\ud55c\ub2e4.\n\n\ud22c\uc790\uc790\ub4e4\uc740 \uc601\ub780\uc740\ud589\uc774 \u201c\ub4a4\ub2a6\uac8c \ub530\ub77c\uac00\ub294\u201d \uc0c1\ud669(behind the curve\u00b7\ubb3c\uac00 \ubcc0\ud654\uc5d0 \ube44\ud574 \uc815\ucc45 \ub300\uc751\uc774 \ub290\ub9b0 \uc0c1\ud0dc)\uc5d0\uc11c \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \ub9cc\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uae08\ub9ac\uc2a4\uc651(\uace0\uc815\uae08\ub9ac\uc640 \ubcc0\ub3d9\uae08\ub9ac\ub97c \uad50\ud658\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)\uc5d0\uc11c \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uae08\ub9ac\uac00 \ub354 \uc624\ub798 \ub0ae\uac8c \uc720\uc9c0\ub41c\ub2e4\ub294 \ucabd\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\uc2dd\uc774 \uc788\ub2e4. \ud575\uc2ec\uc740 \uc911\uc559\uc740\ud589\uc758 \uc2e4\uc81c \ubc18\uc751\uc744 \uac70\ub798\ud558\ub294 \uac83\uc774\uba70, \uadf8 \ubc18\uc751\uc740 2025\ub144\uc758 \ucde8\uc57d\ud588\ub358 \uacbd\uae30 \uacbd\ud5d8\uc5d0 \uc601\ud5a5\uc744 \ubc1b\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.\n

\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 – VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\uc601\uad6d \ubb3c\uac00 \uaebe\uc774\ub098\u201d 4\uc6d4 CPI 2.3%\ub85c \ud558\ub77d \uc804\ub9dd. \ub2e4\ub9cc 7\uc6d4 \uc5d0\ub108\uc9c0\uc694\uae08 25%\u2191 \uac00\ub2a5, \uac00\uc744 3.5~4% \ubc18\ub4f1 \ub9ac\uc2a4\ud06c. \uc601\ub780\uc740\ud589\uc740 \uacbd\uae30 \uc6b0\uc120, \uae08\ub9ac \uacbd\ub85c\ub294 \uacfc\ub300\ud3c9\uac00 \uc6b0\ub824.<\/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-42344","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\/42344","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=42344"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/42344\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=42344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=42344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=42344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}