{"id":44122,"date":"2026-04-07T18:33:04","date_gmt":"2026-04-07T18:33:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/2%ec%9b%94-%eb%af%b8%ea%b5%ad%eb%af%b8%ea%b5%ad-%ec%9a%b4%ec%86%a1-%eb%b6%80%eb%ac%b8%ec%9d%84-%ec%a0%9c%ec%99%b8%ed%95%9c-%eb%82%b4%ea%b5%ac%ec%9e%ac-%ec%a3%bc%eb%ac%b8%ec%9d%b4-%ec%a0%84%ec%9b%94\/"},"modified":"2026-04-07T18:33:04","modified_gmt":"2026-04-07T18:33:04","slug":"2%ec%9b%94-%eb%af%b8%ea%b5%ad%eb%af%b8%ea%b5%ad-%ec%9a%b4%ec%86%a1-%eb%b6%80%eb%ac%b8%ec%9d%84-%ec%a0%9c%ec%99%b8%ed%95%9c-%eb%82%b4%ea%b5%ac%ec%9e%ac-%ec%a3%bc%eb%ac%b8%ec%9d%b4-%ec%a0%84%ec%9b%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/2%ec%9b%94-%eb%af%b8%ea%b5%ad%eb%af%b8%ea%b5%ad-%ec%9a%b4%ec%86%a1-%eb%b6%80%eb%ac%b8%ec%9d%84-%ec%a0%9c%ec%99%b8%ed%95%9c-%eb%82%b4%ea%b5%ac%ec%9e%ac-%ec%a3%bc%eb%ac%b8%ec%9d%b4-%ec%a0%84%ec%9b%94\/","title":{"rendered":"2\uc6d4 \ubbf8\uad6d(\ubbf8\uad6d) \uc6b4\uc1a1 \ubd80\ubb38\uc744 \uc81c\uc678\ud55c \ub0b4\uad6c\uc7ac \uc8fc\ubb38\uc774 \uc804\uc6d4 \ub300\ube44 0.8% \uc99d\uac00\ud574, \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8 \uc804\ub9dd\uce58(0.5%)\ub97c \uc0c1\ud68c\ud588\ub2e4"},"content":{"rendered":"<p>\ubbf8\uad6d\uc758 \uc6b4\uc1a1 \ubd80\ubb38\uc744 \uc81c\uc678\ud55c \ub0b4\uad6c\uc7ac \uc8fc\ubb38\uc740 2\uc6d4\uc5d0 0.8% \uc99d\uac00\ud588\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58(0.5%)\ub97c \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n<p>\ub0b4\uad6c\uc7ac \uc8fc\ubb38\uc774 \uc608\uc0c1(0.5%)\ubcf4\ub2e4 \ub192\uc740 0.8% \uc99d\uac00\ub85c \ub098\ud0c0\ub09c \uac83\uc740 \uae30\uc5c5 \ud22c\uc790 \ud658\uacbd\uc774 \uc0dd\uac01\ubcf4\ub2e4 \uacac\uc870\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. \ub0b4\uad6c\uc7ac \uc8fc\ubb38(\uc624\ub798 \uc4f0\ub294 \uae30\uacc4\u00b7\uc124\ube44\u00b7\uac00\uc804\u00b7\ud56d\uacf5\uae30 \uac19\uc740 \uc81c\ud488\uc5d0 \ub300\ud55c \uc8fc\ubb38)\uc740 \uae30\uc5c5\uc758 \uc124\ube44\ud22c\uc790 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ub300\ud45c \uc9c0\ud45c\ub2e4. \uc774\ubc88 \uc218\uce58\ub294 \uacbd\uae30 \ub454\ud654\uac00 \ube60\ub974\uac8c \uc9c4\ud589\ub3fc \uae08\ub9ac \uc778\ud558\uac00 \uc784\ubc15\ud588\ub2e4\ub294 \uae30\ub300\uc5d0 \uc81c\ub3d9\uc744 \uac78 \uc218 \uc788\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uc5f0\uc900(\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \uae08\ub9ac \uc778\ud558\uac00 \ub2a6\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc744 \uc5fc\ub450\uc5d0 \ub450\uace0 \uc804\ub7b5\uc744 \uc870\uc815\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<h3>\uc5f0\uc900 \uc815\ucc45\uc5d0 \ub300\ud55c \uc2dc\uc0ac\uc810<\/h3>\n<p>\uc774\ub294 \uc5f0\uc900\uc758 \uc815\ucc45 \uacbd\ub85c\ub97c \ub354 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4e0\ub2e4. 2026\ub144 3\uc6d4 \ucd5c\uc2e0 \ubb3c\uac00 \uc9c0\ud45c\uc5d0\uc11c CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218\u00b7\uac00\uacc4\uac00 \uc0ac\ub294 \uc0c1\ud488\uacfc \uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ub3d9)\ub294 3.1% \uc218\uc900\uc73c\ub85c, \ubaa9\ud45c\uce58 2%\ub97c \uc5ec\uc804\ud788 \ud06c\uac8c \uc6c3\ub3c8\ub2e4. \uc774\uc5d0 \ub530\ub77c Fed funds futures(\uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c\u00b7\uc2dc\uc7a5 \ucc38\uac00\uc790\ub4e4\uc774 \ud5a5\ud6c4 \uae30\uc900\uae08\ub9ac \uc218\uc900\uc744 \uac70\ub798\ub85c \ubc18\uc601\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)\ub294 6\uc6d4 \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac \uc778\ud558\uac00 \uc774\ub904\uc9c8 \ud655\ub960\uc744 40%\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \ud55c \ub2ec \uc804 75%\uc5d0\uc11c \ud06c\uac8c \ub0ae\uc544\uc84c\ub2e4. \ud22c\uc790\uc790\ub294 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher for longer\u00b7\uae08\ub9ac\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc624\ub798 \ub192\uc740 \uc218\uc900\uc5d0 \uba38\ubb34\ub294 \uc0c1\ud669)\u2019\uc5d0 \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 Treasury bond ETF(\ubbf8 \uad6d\ucc44\uc5d0 \ud22c\uc790\ud558\ub294 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc) \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac\ub85c, \uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305)\uc744 \ud65c\uc6a9\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n<p>\uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uae30\uc5c5 \uc9c0\ucd9c\uc774 \uac15\ud558\ub2e4\ub294 \uc810\uc774 \uc0b0\uc5c5\uc7ac\u00b7\uae30\uc220 \uc5c5\uc885\uc5d0 \uc6b0\ud638\uc801\uc77c \uc218 \uc788\uace0, S&#038;P 500\uacfc \ub098\uc2a4\ub2e5100\uc5d0\ub3c4 \ud798\uc744 \ubcf4\ud0e4 \uc218 \uc788\ub2e4. \uc8fc\uc694 \uc9c0\uc218 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac\ub85c, \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305)\uc744 \ud1b5\ud574 \ub9e4\uc218(\ub871) \ud3ec\uc9c0\uc158\uc744 \uc2e0\uaddc\ub85c \uc7a1\uac70\ub098 \ub298\ub9ac\ub294 \uae30\ud68c\ub85c \ubcfc \uc218 \uc788\ub2e4. \uc774\ub294 2025\ub144 4\ubd84\uae30 \uc2e4\uc801 \ud638\uc870\uac00 \uc5f0\uc900\uc758 \ub9e4\ud30c\uc801(hawkish\u00b7\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac\ub97c \ub192\uac8c \uc720\uc9c0\ud558\ub824\ub294) \ubc1c\uc5b8\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc9c0\uc218\ub97c \uc2e0\uace0\uac00\ub85c \ub04c\uc5b4\uc62c\ub838\ub358 \ud750\ub984\uacfc \ub9de\ub2ff\uc544 \uc788\ub2e4.<\/p>\n<p>2025\ub144 \uc911\ubc18\uc5d0\ub3c4 \ube44\uc2b7\ud558\uac8c \uac15\ud55c \uc9c0\ud45c\uac00 \uc774\uc5b4\uc9c0\uba74\uc11c \ud55c\ub3d9\uc548 \ubcc0\ub3d9\uc131\uc774 \ud070 \ubc15\uc2a4\uad8c(\uc0c1\uc2b9\u00b7\ud558\ub77d \ubc29\ud5a5\uc774 \ub69c\ub837\ud558\uc9c0 \uc54a\uc740 \ud6a1\ubcf4) \uc7a5\uc138\uac00 \uae38\uc5b4\uc84c\uace0, \uc774\ud6c4 \uacb0\uad6d \uc0c1\ubc29\uc73c\ub85c \ub3cc\ud30c\ud55c \uacbd\ud5d8\uc774 \uc788\ub2e4. \ub2f9\uc7a5\uc740 \uae08\ub9ac \ubd80\ub2f4\uc73c\ub85c \ubc18\uc751\uc774 \uc5c7\uac08\ub9b4 \uc218 \uc788\uc9c0\ub9cc, \uc804\ubc18\uc801\uc778 \uacbd\uae30 \uccb4\ub825\uc740 \uc8fc\uc2dd\uc5d0 \uc6b0\ud638\uc801\uc774\ub77c\ub294 \uc810\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub2e8\uae30 \ubcc0\ub3d9\uc131 \uc774\ud6c4 \ucd94\uac00 \uc0c1\uc2b9 \ud750\ub984\uc774 \uc7ac\ud604\ub420 \uac00\ub2a5\uc131\ub3c4 \uc788\ub2e4.<\/p>\n<p>\uc5f0\uc900\uc758 \uae08\ub9ac \uc778\ud558 \uc2dc\uc810\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc774 \ub2e4\uc2dc \ucee4\uc9c0\uba74, \ud604\uc7ac \ub0ae\uc740 \uc218\uc900\uc758 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ud655\ub300\ub420 \uc218 \uc788\ub2e4. VIX(\ubcc0\ub3d9\uc131\uc9c0\uc218\u00b7S&#038;P 500 \uc635\uc158 \uac00\uaca9\uc73c\ub85c \uacc4\uc0b0\ud558\ub294 \u2018\uacf5\ud3ec\uc9c0\uc218\u2019)\ub294 14 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub3fc \uc654\uc9c0\ub9cc, \uc774\ubc88 \uac19\uc740 \uc9c0\ud45c \uc11c\ud504\ub77c\uc774\uc988\ub294 \ud5a5\ud6c4 \uba87 \uc8fc \ub0b4 17~18\ub300\ub85c \uc62c\ub9b4 \uc218 \uc788\ub2e4. \uc774\ub294 \uc800\ub834\ud55c \ube44\uc6a9\uc73c\ub85c \ubc29\uc5b4(\ud5e4\uc9c0)\ub97c \uc77c\ubd80 \ub9e4\uc218\ud558\uac70\ub098, \ubd88 \ud48b \uc2a4\ud504\ub808\ub4dc(bull put spread\u00b7\ud48b\uc635\uc158\uc744 \ud558\ub098 \ud314\uace0 \ub354 \ub0ae\uc740 \ud589\uc0ac\uac00 \ud48b\uc635\uc158\uc744 \uc0ac\ub294 \uc804\ub7b5\uc73c\ub85c, \uc77c\uc815 \ubc94\uc704\uc5d0\uc11c\ub294 \uc218\uc775\uc744 \ub178\ub9ac\uba74\uc11c \uc704\ud5d8\uc744 \uc81c\ud55c)\ucc98\ub7fc \ubcc0\ub3d9\uc131 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud55c \uad6c\uc870\ub97c \uac80\ud1a0\ud560 \uc2dc\uc810\uc784\uc744 \ub73b\ud55c\ub2e4.<\/p>\n<p>\uc678\ud658\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc774\ubc88 \uc9c0\ud45c\uac00 \ub2ec\ub7ec \uac15\uc138 \ub17c\ub9ac\ub97c \ub354 \uac15\ud654\ud55c\ub2e4. \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY\u00b7\ub2ec\ub7ec\uac00 \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \uc5b4\ub290 \uc815\ub3c4 \uac15\ud55c\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\uc218)\ub294 \uacac\uc870\ud55c \uacbd\uae30 \uc9c0\ud45c\ub97c \ubc14\ud0d5\uc73c\ub85c 3\uac1c\uc6d4 \uace0\uc810\uc778 105.20\uae4c\uc9c0 \uc624\ub978 \ubc14 \uc788\ub2e4. \uc774\ub7f0 \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\uba70, \uc774\ubbf8 2\uc6d4\uc758 \uc8fc\uc694 \uc9c0\uc9c0\uc120\uc744 \uc2dc\ud5d8 \uc911\uc778 \uc720\ub85c\/\ub2ec\ub7ec(EUR\/USD) \uac19\uc740 \ud1b5\ud654\uc30d\uc5d0\ub294 \ud558\ubc29 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n<h3>\ub2ec\ub7ec \uac15\uc138\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>\u20180.8%\u2019 \ub0b4\uad6c\uc7ac \uc8fc\ubb38 \uc11c\ud504\ub77c\uc774\uc988\u2026\ubbf8\uad6d \ud22c\uc790 \uacac\uc870\uc5d0 \uae08\ub9ac\uc778\ud558 \uae30\ub300 \ud6c4\ud1f4. CPI 3.1%\u00b76\uc6d4 \uc778\ud558\ud655\ub960 40%\ub85c \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019 \ubd80\uac01, \ub2ec\ub7ec\uac15\uc138\u00b7VIX \ubc18\ub4f1 \uac00\ub2a5\uc131.<\/p>\n","protected":false},"author":0,"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-44122","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\/44122","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"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=44122"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44122\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44122"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44122"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}