{"id":44138,"date":"2026-04-07T20:16:45","date_gmt":"2026-04-07T20:16:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/4%ec%9b%94-%eb%af%b8%ea%b5%ad-realclearmarkets-tipp-%ea%b2%bd%ec%a0%9c%eb%82%99%ea%b4%80%ec%a7%80%ec%88%98-%ec%a0%84%ec%9b%94-%eb%8c%80%eb%b9%84-42-8%eb%a1%9c-%ed%95%98%eb%9d%bd%ec%98%88\/"},"modified":"2026-04-07T20:16:45","modified_gmt":"2026-04-07T20:16:45","slug":"4%ec%9b%94-%eb%af%b8%ea%b5%ad-realclearmarkets-tipp-%ea%b2%bd%ec%a0%9c%eb%82%99%ea%b4%80%ec%a7%80%ec%88%98-%ec%a0%84%ec%9b%94-%eb%8c%80%eb%b9%84-42-8%eb%a1%9c-%ed%95%98%eb%9d%bd%ec%98%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/4%ec%9b%94-%eb%af%b8%ea%b5%ad-realclearmarkets-tipp-%ea%b2%bd%ec%a0%9c%eb%82%99%ea%b4%80%ec%a7%80%ec%88%98-%ec%a0%84%ec%9b%94-%eb%8c%80%eb%b9%84-42-8%eb%a1%9c-%ed%95%98%eb%9d%bd%ec%98%88\/","title":{"rendered":"4\uc6d4 \ubbf8\uad6d RealClearMarkets\/TIPP \uacbd\uc81c\ub099\uad00\uc9c0\uc218, \uc804\uc6d4 \ub300\ube44 42.8\ub85c \ud558\ub77d\u2026\uc608\uc0c1\uce58 48.1 \ud558\ud68c"},"content":{"rendered":"

\ubbf8\uad6d \ub9ac\uc5bc\ud074\ub9ac\uc5b4\ub9c8\ucf13\/\ud2f0\ud504(TIPP) \uacbd\uc81c \ub099\uad00\uc9c0\uc218(Economic Optimism Index)\ub294 4\uc6d4 42.8\ub85c \uc9d1\uacc4\ub410\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58 48.1\uc744 \ubc11\ub3cc\uc558\ub2e4.<\/p>\n

\uc804\uc6d4 \ub300\ube44 \uc218\uce58\ub85c \ubcf4\uba74 \uc9c0\uc218\ub294 \uae30\uc900\uc120\uc778 50 \uc544\ub798\uc5d0 \uba38\ubb3c\ub800\ub2e4. \ud1b5\uc0c1 50 \ubbf8\ub9cc\uc740 \uc18c\ube44\uc790\ub4e4\uc774 \uacbd\uae30\ub97c \ub099\uad00\ud558\uae30\ubcf4\ub2e4 \ube44\uad00\uc801\uc73c\ub85c \ubcf8\ub2e4\ub294 \ub73b\uc73c\ub85c, \uc774\ubc88 \uacb0\uacfc\ub294 \uc804\ub9dd\ubcf4\ub2e4 \uacbd\uc81c \ub099\uad00\ub860\uc774 \ub354 \uc57d\ud588\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

\ucee4\uc9c0\ub294 \uc18c\ube44\uc790 \ube44\uad00\ub860<\/h3>\n

4\uc6d4 TIPP \uacbd\uc81c \ub099\uad00\uc9c0\uc218\uac00 42.8\ub85c \ubc1c\ud45c\ub418\uba70 \uc608\uc0c1\uce58(48.1)\ub97c \ud06c\uac8c \ud558\ud68c\ud55c \uac83\uc740 \uc18c\ube44\uc790 \uc2ec\ub9ac \uc545\ud654\ub97c \ubd84\uba85\ud788 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ucc98\ub7fc \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \ub0ae\uc740 \uacb0\uacfc\ub294 \uc18c\ube44 \ub454\ud654\ub97c \uc2dc\uc0ac\ud558\uba70, \uc18c\ube44\uac00 \uc904\uba74 \uae30\uc5c5 \ub9e4\ucd9c\uacfc \uc2e4\uc801\uc774 \uc57d\ud574\uc838 \uc2dc\uc7a5 \uc804\ubc18\uc758 \uc57d\uc138\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ud5a5\ud6c4 \uc218 \uc8fc \ub3d9\uc548 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131(\uac00\uaca9 \ub4f1\ub77d \ud3ed)\uc774 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc5d0 \uc720\uc758\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n

\ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c0\uba74 \ubcc0\ub3d9\uc131\uc774 \ub192\uc544\uc9c0\uae30 \uc27d\ub2e4. \uc2e4\uc81c\ub85c \uc2dc\uc7a5 \uacf5\ud3ec \uc9c0\ud45c\ub85c \ubd88\ub9ac\ub294 VIX(\ubcc0\ub3d9\uc131\uc9c0\uc218, S&P 500 \uc635\uc158 \uac00\uaca9\uc73c\ub85c \uacc4\uc0b0\ud558\ub294 \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58)\uac00 \uc9c0\ub09c\uc8fc 18\uc744 \uc6c3\ub3cc\uba70 \ucd5c\uadfc \ubc15\uc2a4\uad8c\uc744 \ubc97\uc5b4\ub0ac\ub2e4. \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ub300\ube44\ud558\ub824\uba74 \ubcc0\ub3d9\uc131 \uc5f0\uacc4 \uc0c1\ud488\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub85c \ub300\uc751\ud558\ub294 \ubc29\ubc95\uc774 \uc788\ub2e4.<\/p>\n

\uc774\ubc88 \uc9c0\ud45c\ub97c \uace0\ub824\ud558\uba74 \uc8fc\uc694 \uc8fc\uac00\uc9c0\uc218\uc758 \uc870\uc815 \uac00\ub2a5\uc131\uc5d0\ub3c4 \ub300\ube44\ud574\uc57c \ud55c\ub2e4. S&P 500\uacfc \ub098\uc2a4\ub2e5100\uc758 \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub294 \ud558\ub77d \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ud5e4\uc9c0(\uc704\ud5d8 \uc644\ud654) \ub610\ub294 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4. 3\uc6d4 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218, \ubb3c\uac00 \uc0c1\uc2b9\ub960\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ub300\ud45c \uc9c0\ud45c)\uac00 3.4%\ub85c \ub098\uc628 \uc810\ub3c4 \uac19\uc740 \ubc29\ud5a5\uc758 \uc6b0\ub824\ub97c \ud0a4\uc6b4\ub2e4. \ubb3c\uac00\uac00 \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\uc73c\uba74 \uac00\uacc4\uc758 \uc2e4\uc9c8 \uad6c\ub9e4\ub825\uc774 \uc904\uc5b4 \uc9c0\ucd9c\uacfc \uc2ec\ub9ac\uac00 \uc704\ucd95\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ud2b9\ud788 \uc18c\ube44\uc7ac \uc911 \uacbd\uae30 \ubbfc\uac10 \uc5c5\uc885\uc778 \uc784\uc758\uc18c\ube44\uc7ac(consumer discretionary, \uc790\ub3d9\ucc28\u00b7\uc5ec\ud589\u00b7\uc758\ub958 \ub4f1 \u2018\ud544\uc218\ub294 \uc544\ub2cc\u2019 \uc18c\ube44) \uc8fc\uc2dd\uc740 \uc9c0\ucd9c \uac10\uc18c\uc758 \uc601\ud5a5\uc744 \ud06c\uac8c \ubc1b\uc744 \uc218 \uc788\uc5b4 \uc8fc\uc758\uac00 \ud544\uc694\ud558\ub2e4. \ubc18\ub300\ub85c \ud544\uc218\uc18c\ube44\uc7ac(consumer staples, \uc2dd\ud488\u00b7\uc0dd\ud65c\uc6a9\ud488 \ub4f1)\uc640 \uc720\ud2f8\ub9ac\ud2f0(\uc804\uae30\u00b7\uac00\uc2a4\u00b7\uc218\ub3c4 \ub4f1 \uacf5\uacf5\uc694\uae08 \uae30\ubc18 \uc5c5\uc885) \uac19\uc740 \ubc29\uc5b4\uc8fc\ub294 \ud558\ub77d\uc7a5\uc5d0\uc11c \uc0c1\ub300\uc801\uc73c\ub85c \ubc84\ud300\ubaa9\uc774 \ub420 \uc218 \uc788\ub2e4. \uc635\uc158\uc73c\ub85c\ub294 \uc784\uc758\uc18c\ube44\uc7ac ETF\uc5d0 \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud558\uace0, \ud544\uc218\uc18c\ube44\uc7ac \uc139\ud130 \ud380\ub4dc\uc5d0\ub294 \ud48b\uc635\uc158\uc744 \ub9e4\ub3c4(\ud504\ub9ac\ubbf8\uc5c4 \uc218\ucde8, \ub2e4\ub9cc \ud558\ub77d \uc2dc \uc190\uc2e4 \uc704\ud5d8 \ud655\ub300)\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uacac\ud574\ub97c \ubc18\uc601\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\uc18c\ube44 \ub454\ud654\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc5d0\ub3c4 \ubd80\ub2f4\uc774\ub2e4. \ud2b9\ud788 \ucd5c\uadfc \u2018\uae08\ub9ac \uc778\ud558\uac00 \uc5ec\ub984 \uc774\ud6c4\ub85c \ubbf8\ub904\uc9c8 \uc218 \uc788\ub2e4\u2019\ub294 \uc2e0\ud638\uac00 \ub098\uc628 \uc0c1\ud669\uc5d0\uc11c, \uacbd\uae30\u00b7\ubb3c\uac00\u00b7\ud1b5\ud654\uc815\ucc45\uc758 \uade0\ud615\uc740 \ub354 \uc5b4\ub824\uc6cc\uc9c8 \uc218 \uc788\ub2e4. \uacfc\uac70 2025\ub144 2\ubd84\uae30\uc5d0\ub3c4 \uc18c\ube44 \uc2ec\ub9ac\uac00 \uaebe\uc778 \ub4a4 \uc8fc\uac00\uac00 \uc57d 5% \uc870\uc815\ubc1b\uc558\ub2e4\uac00 \ud68c\ubcf5\ud55c \uc0ac\ub840\uac00 \uc788\uc5c8\ub358 \ub9cc\ud07c, \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ud558\ubc29 \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5\uc774 \ud544\uc694\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u2018\uacbd\uae30 \ub099\uad00\ub860\u2019 \uae09\ub7ad\u20264\uc6d4 TIPP 42.8\ub85c \uc608\uc0c1\uce58 48.1 \ud558\ud68c, 50\uc120 \ubc11\ub3cc\uba70 \uc18c\ube44 \uc704\ucd95 \uc2e0\ud638. VIX \uc0c1\uc2b9 \uc18d \uc99d\uc2dc \uc870\uc815\u00b7\uc784\uc758\uc18c\ube44\uc7ac \ubd80\ub2f4, \ubc29\uc5b4\uc8fc\u00b7\uc635\uc158 \ud5e4\uc9c0 \ubd80\uac01.<\/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-44138","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\/44138","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=44138"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44138\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44138"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44138"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}