\ub2ec\ub7ec\/\uc5d4 \ud658\uc728(USD\/JPY)\uc740 2024\ub144 7\uc6d4 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c 160.00\uc744 \uc7a0\uc2dc \uc6c3\ub3cc\uc558\ub2e4\uac00 159.60 \ubd80\uadfc\uc73c\ub85c \ub418\ub3cc\uc544\uc624\uba70 \ubcf4\ud569\uad8c\uc5d0\uc11c \ub9c8\uac10\ud588\ub2e4. 160.00 \uad6c\uac04\uc740 \uacfc\uac70 \uc77c\ubcf8 \uc7ac\ubb34\uc131(\uc678\ud658\uc2dc\uc7a5 \uac1c\uc785\uc744 \ub2f4\ub2f9\ud558\ub294 \uc815\ubd80 \ubd80\ucc98)\uc758 \ub300\uc751\uacfc \uc5f0\uacb0\ub3fc \uc788\uc5b4, \uac1c\uc785 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \ucd94\uce21\uc774 \ub2e4\uc2dc \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n
\uc77c\ubcf8\uc758 2\uc6d4 \uac00\uacc4\uc9c0\ucd9c\uc740 \uc804\ub144 \ub300\ube44 1.8% \uac10\uc18c\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58(-0.7%)\uc640 \uc774\uc804\uce58(-1.0%)\ub97c \ubaa8\ub450 \ud558\ud68c\ud588\ub2e4. \ubc18\uba74 \uba85\ubaa9\uc784\uae08\uc5d0 \ud574\ub2f9\ud558\ub294 \ub178\ub3d9 \ud604\uae08\uc218\uc785(\uae30\uc5c5\uc774 \uadfc\ub85c\uc790\uc5d0\uac8c \uc9c0\uae09\ud55c \ud604\uae08 \uae09\uc5ec)\uc740 \uc804\ub144 \ub300\ube44 2.7% \ub298\uc5b4 \uc804\ub9dd\uce58\uc5d0 \ubd80\ud569\ud588\uc9c0\ub9cc, \uc774\uc804\uce58(3.0%)\ubcf4\ub2e4\ub294 \ub454\ud654\ub410\ub2e4. \uacbd\uae30\uc120\ud589\uc9c0\uc218(\ud5a5\ud6c4 \uacbd\uae30 \ud750\ub984\uc744 \uc608\uace0\ud558\ub294 \uc9c0\ud45c)\ub294 112.4\ub85c \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n
\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc77c\ubcf8\uc740\ud589(BOJ)\uc774 \uc774\ub2ec \uc911 \uae30\uc900\uae08\ub9ac\ub97c \uc778\uc0c1\ud560 \uac00\ub2a5\uc131\uc744 \uc57d 70%\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uad00\uc2ec\uc740 \ubaa9\uc694\uc77c \ubc1c\ud45c\ub420 \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI\u00b7\uae30\uc5c5 \uac04 \uac70\ub798 \ub2e8\uacc4\uc758 \ubb3c\uac00\ub85c, \ud5a5\ud6c4 \uc18c\ube44\uc790\ubb3c\uac00\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc74c)\uc640 4\uc6d4 28\uc77c \ud68c\uc758\ub85c\ub3c4 \uc62e\uaca8\uac00\uace0 \uc788\ub2e4. \uc77c\ubcf8 \ub2f9\uad6d\uc740 \uc678\ud658\uc2dc\uc7a5\uc5d0\uc11c \ud22c\uae30\uc801 \uac70\ub798(\ub2e8\uae30 \ucc28\uc775\uc744 \ub178\ub9b0 \uacfc\ub3c4\ud55c \ub9e4\ub9e4) \uc99d\uac00\ub97c \uc5b8\uae09\ud588\ub2e4. \ud55c\ud3b8 \ucd1d\ub9ac\ub294 \uc774\ub780 \uc9c0\ub3c4\ubd80 \ubc0f \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uacfc\uc758 \ub17c\uc758\ub97c \uc900\ube44 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4.<\/p>\n
\ubbf8\uad6d\uc5d0\uc11c\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc774\ub780\uc5d0 \ud734\uc804 \uc218\uc6a9\uacfc \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ubc29\uc744 \uc694\uad6c\ud558\uba70 \uc81c\uc2dc\ud55c \ubbf8 \ub3d9\ubd80\uc2dc\uac04(ET) \uc624\ud6c4 8\uc2dc \uc2dc\ud55c\uc774 \uc784\ubc15\ud588\uc9c0\ub9cc \ud611\uc0c1\uc740 \uad50\ucc29 \uc0c1\ud0dc\uc774\uace0, \uc720\uac00\ub294 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\ub97c \ub118\uc5c8\ub2e4. \ubbf8\uad6d\uc740 \ubc24\uc0ac\uc774 \uc774\ub780 \uce74\ub974\uadf8 \uc12c\uc744 \ud0c0\uaca9\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\ub294 3\uc6d4\uc5d0 \uae08\ub9ac\ub97c 3.50%~3.75%\ub85c \ub3d9\uacb0\ud588\uc73c\uba70, \uc218\uc694\uc77c\uc5d0\ub294 \uc5f0\ubc29\uacf5\uac1c\uc2dc\uc7a5\uc704\uc6d0\ud68c(FOMC\u00b7\ud1b5\ud654\uc815\ucc45\uc744 \uacb0\uc815\ud558\ub294 \ud68c\uc758) \ud68c\uc758\ub85d\uacfc \uc704\uc6d0\ub4e4\uc758 \ubc1c\uc5b8\uc774 \uc608\uc815\ub3fc \uc788\ub2e4.<\/p>\n
USD\/JPY 160.00 \ubd80\uadfc\uc758 \ubbfc\uac10\ud55c \uc218\uae09\uacfc \uc9c0\uc815\ud559\uc801 \uc2dc\ud55c\uc744 \uace0\ub824\ud560 \ub54c, \ubcc0\ub3d9\uc131 \ub9e4\uc218 \uc804\ub7b5\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ud569\ub9ac\uc801\uc774\ub77c\uace0 \ubcf8\ub2e4. \ubc29\ud5a5\uc744 \ub2e8\uc815\ud558\uae30 \uc5b4\ub824\uc6b4 \u2018\uc591\uc790 \ub9ac\uc2a4\ud06c(\uacb0\uacfc\uac00 \ud55c\ucabd\uc73c\ub85c \ud06c\uac8c \uce58\uc6b0\uce60 \uc218 \uc788\ub294 \uc704\ud5d8)\u2019\uac00 \ucee4, \uc0c1\ubc29\u00b7\ud558\ubc29 \uc5b4\ub290 \ucabd\uc774\ub4e0 \ud070 \ubcc0\ub3d9\uc774 \ub098\uba74 \uc774\uc775\uc774 \ub0a0 \uc218 \uc788\ub294 \uc635\uc158 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ud589\uc0ac\uac00\u00b7\ub9cc\uae30\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218)\uc774\ub098 \uc2a4\ud2b8\ub7ad\uae00(\ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\u00b7\ud48b\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218)\uc740 \ubc29\ud5a5\uacfc \ubb34\uad00\ud558\uac8c \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \uad6c\uc870\ub2e4.<\/p>\n
2025\ub144 \uae30\uc900\uc73c\ub85c \ub3cc\uc544\ubcf4\uba74, \uc77c\ubcf8 \uc7ac\ubb34\uc131\uc740 2022\ub144\uacfc 2024\ub144 4\uc6d4\uc5d0\ub3c4 \ub2ec\ub7ec\uac00 \uc2ec\ub9ac\uc801 \uc800\ud56d\uc120\uc744 \ub118\uc744 \ub54c \uc9c1\uc811 \uac1c\uc785\uc5d0 \ub098\uc120 \ubc14 \uc788\ub2e4. \ub2f9\uc2dc \uba87 \uc2dc\uac04 \ub9cc\uc5d0 3~5\uc5d4 \uae09\ub77d\uc774 \ub098\ud0c0\ub0ac\ub2e4\ub294 \uc810\uc5d0\uc11c \uc720\uc0ac\ud55c \uae09\ubcc0 \uc704\ud5d8\uc774 \ud06c\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 \ub2e8\uae30 \ub9cc\uae30\uc758 USD\/JPY \ud48b\uc635\uc158(\ub2ec\ub7ec \ud558\ub77d\u00b7\uc5d4 \uac15\uc138\uc5d0 \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac)\uc744 \ud1b5\ud574 \uac1c\uc785 \uc7ac\ud604\uc5d0 \ub300\ube44\ud558\uac70\ub098 \uc774\ub97c \uc218\uc775 \uae30\ud68c\ub85c \uc0bc\ub294 \ubc29\uc548\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.<\/p>\n
\uc774\ub780\uc758 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ubc29 \uc2dc\ud55c\uc740 \ud2b9\ud788 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc5d0 \ud070 \uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c\ub97c \ub9cc\ub4e0\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc740 \uc804 \uc138\uacc4 \uc77c\uc77c \uc11d\uc720 \uc18c\ube44\uc758 \uc57d 21%(\ud558\ub8e8 2,000\ub9cc \ubc30\ub7f4 \uc774\uc0c1)\uac00 \ud1b5\uacfc\ud558\ub294 \ud575\uc2ec \ubcd1\ubaa9 \uad6c\uac04\uc774\ub2e4. \ud569\uc758\uac00 \ubd88\ubc1c\ub420 \uacbd\uc6b0 \uc720\uac00 \uae09\ub4f1 \uac00\ub2a5\uc131\uc774 \uc788\uc5b4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc29\uc5b4 \ubaa9\uc801\uc758 \ud5e4\uc9c0\ub85c \ube0c\ub80c\ud2b8\uc720 \ub610\ub294 WTI \uc6d0\uc720 \uc120\ubb3c\uc5d0 \ub300\ud55c \uc678\uac00\uaca9 \ucf5c\uc635\uc158(out-of-the-money\u00b7\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\ub85c, \uae09\ub4f1 \uc2dc \ub808\ubc84\ub9ac\uc9c0 \ud6a8\uacfc\uac00 \ud07c) \ub9e4\uc218\ub97c \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n
\uc77c\ubcf8\uc758 \ubd80\uc9c4\ud55c \uac00\uacc4\uc9c0\ucd9c \uc9c0\ud45c\uc640 \u2018\uc774\ub2ec BOJ \uc778\uc0c1 \ud655\ub960 70%\u2019\ub77c\ub294 \uc2dc\uc7a5 \uac00\uaca9 \uc0ac\uc774\uc5d0\ub294 \uad34\ub9ac\uac00 \ub69c\ub837\ud558\ub2e4. \uc774\ub294 4\uc6d4 28\uc77c \ud68c\uc758 \uc774\ud6c4 \ub9cc\uae30\uc758 \uc635\uc158\uc5d0 \ubc18\uc601\ub41c \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ub0b4\ud3ec\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300)\uc774 \ub0ae\uac8c \ud3c9\uac00\ub410\uc744 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc815\ucc45\uc774 \uc608\uc0c1\uacfc \ub2e4\ub97c \uacbd\uc6b0 \uc5d4\ud654 \uc57d\uc138\uac00 \uc77c\ubd80 \ub418\ub3cc\ub824\uc9c8 \uc5ec\uc9c0\ub3c4 \uc788\uc5b4, \uc815\ucc45 \uc11c\ud504\ub77c\uc774\uc988\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd \uae30\ud68c\uac00 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n
\ub2e8\uae30 \uae30\uc220\uc801 \ud750\ub984(\ucc28\ud2b8 \uae30\ubc18 \uc2e0\ud638)\uc0c1 159.30\uae4c\uc9c0\uc758 \uc870\uc815 \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub418\uc9c0\ub9cc, \uc774\ub294 \ub300\ud615 \uac70\uc2dc \uc774\ubca4\ud2b8\uc5d0 \ube44\ud574 \ubd80\ucc28\uc801\uc774\ub2e4. \ub3c4\ucfc4\ub098 \uc6cc\uc2f1\ud134\ubc1c \ud5e4\ub4dc\ub77c\uc778\uc774 \uc7a5\uc911 \ucc28\ud2b8 \ud328\ud134\uc744 \uc27d\uac8c \ubb34\ub825\ud654\ud560 \uc218 \uc788\ub294 \ub9cc\ud07c, \ub2e8\uae30 \ud3ec\uc9c0\uc154\ub2dd\uc740 \uae30\ubbfc\ud558\uac8c \uc811\uadfc\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ud5a5\ud6c4 \uc218\uc8fc\uac04 \ud575\uc2ec\uc740 \uac1c\uc785 \ub9ac\uc2a4\ud06c\uc640 \uc9c0\uc815\ud559\uc801 \ub300\uce58\ub85c \uc778\ud55c \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\ub294 \ub370 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ub2ec\ub7ec\/\uc5d4 160\uc120 \ub3cc\ud30c \ud6c4 \uc9c4\uc815\u2026\u65e5 \uac1c\uc785\uc124 \uc7ac\ubd80\uc0c1. \uac00\uacc4\uc9c0\ucd9c \ubd80\uc9c4 \uc18d BOJ \uc778\uc0c1\ud655\ub960 70%\u00b7PPI \ub300\uae30, \uc774\ub780 \ub9ac\uc2a4\ud06c\ub85c \uc720\uac00 \uae09\ub4f1. \uc635\uc158 \ubcc0\ub3d9\uc131 \ub9e4\uc218 \uc720\ud6a8.<\/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-44188","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\/44188","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=44188"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44188\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}