{"id":44190,"date":"2026-04-08T03:06:26","date_gmt":"2026-04-08T03:06:26","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%9c%b4%ec%a0%84-%ed%98%91%ec%83%81-%ea%b5%90%ec%b0%a9%ea%b3%bc-%ec%9c%a0%ea%b0%80-100%eb%8b%ac%eb%9f%ac-%ec%83%81%ed%9a%8c%ec%97%90-%eb%8b%ac%eb%9f%ac%c2%b7%ec%97%94-%ed%99%98%ec%9c%a8-160%ec%97%94\/"},"modified":"2026-04-08T03:06:26","modified_gmt":"2026-04-08T03:06:26","slug":"%ed%9c%b4%ec%a0%84-%ed%98%91%ec%83%81-%ea%b5%90%ec%b0%a9%ea%b3%bc-%ec%9c%a0%ea%b0%80-100%eb%8b%ac%eb%9f%ac-%ec%83%81%ed%9a%8c%ec%97%90-%eb%8b%ac%eb%9f%ac%c2%b7%ec%97%94-%ed%99%98%ec%9c%a8-160%ec%97%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%9c%b4%ec%a0%84-%ed%98%91%ec%83%81-%ea%b5%90%ec%b0%a9%ea%b3%bc-%ec%9c%a0%ea%b0%80-100%eb%8b%ac%eb%9f%ac-%ec%83%81%ed%9a%8c%ec%97%90-%eb%8b%ac%eb%9f%ac%c2%b7%ec%97%94-%ed%99%98%ec%9c%a8-160%ec%97%94\/","title":{"rendered":"\ud734\uc804 \ud611\uc0c1 \uad50\ucc29\uacfc \uc720\uac00 100\ub2ec\ub7ec \uc0c1\ud68c\uc5d0 \ub2ec\ub7ec\u00b7\uc5d4 \ud658\uc728 160\uc5d4 \uadfc\uc811\u2026\ub9c8\uac10 \uc2dc\ud55c \uc784\ubc15"},"content":{"rendered":"

USD\/JPY\ub294 \ud654\uc694\uc77c \uc7a5\uc911 160.00\uc120\uc744 2024\ub144 7\uc6d4 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c \uc7a0\uc2dc \uc0c1\ud68c\ud55c \ub4a4 159.60\ub300\uae4c\uc9c0 \ub418\ubc00\ub9ac\uba70 \uac70\uc758 \ubcf4\ud569\uad8c\uc73c\ub85c \ub9c8\uac10\ud588\ub2e4. 160.00 \ubd80\uadfc\uc740 \uacfc\uac70 \uc77c\ubcf8 \uc7ac\ubb34\uc131\uc758 \uc9c1\uc811 \uc2dc\uc7a5\uac1c\uc785(\ub2f9\uad6d\uc774 \uc678\ud658\uc2dc\uc7a5\uc5d0\uc11c \uc5d4\ud654\ub97c \uc0ac\uac70\ub098 \ub2ec\ub7ec\ub97c \ud30c\ub294 \ubc29\uc2dd\uc73c\ub85c \ud658\uc728\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294 \uc870\uce58)\uc744 \ucd09\ubc1c\ud588\ub358 \uad6c\uac04\uc774\uc5b4\uc11c, \uc7ac\uac1c\uc785 \uac00\ub2a5\uc131\uc774 \ub2e4\uc2dc \uac70\ub860\ub418\uace0 \uc788\ub2e4.<\/p>\n

\uc77c\ubcf8\uc5d0\uc11c\ub294 2\uc6d4 \uac00\uacc4\uc9c0\ucd9c\uc774 \uc804\ub144 \ub300\ube44 1.8% \uac10\uc18c\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58(-0.7%)\uc640 \uc774\uc804\uce58(-1.0%)\ub97c \ubc11\ub3cc\uc558\ub2e4. \uba85\ubaa9\uc784\uae08\uc5d0 \ud574\ub2f9\ud558\ub294 \ud604\uae08\uae09\uc5ec\ucd1d\uc561\uc740 \uc804\ub144 \ub300\ube44 2.7% \uc99d\uac00\ud574 \uc608\uc0c1\uce58\uc640 \uac19\uc558\uc9c0\ub9cc 1\uc6d4(3.0%)\ubcf4\ub2e4 \ub454\ud654\ud588\uace0, \uacbd\uae30\uc120\ud589\uc9c0\uc218\ub294 112.4\ub85c \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

BoJ Rate Expectations And Key Data<\/h3>\n

\uc2dc\uc7a5\uc740 \uc774\ub2ec \uc911 \uc77c\ubcf8\uc740\ud589(BoJ, \uc911\uc559\uc740\ud589)\uc758 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uc57d 70%\ub85c \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, 4\uc6d4 28\uc77c \ud68c\uc758\ub97c \uc55e\ub450\uace0 \uc788\ub2e4. \uc77c\ubcf8\uc758 \uc0dd\uc0b0\uc790\ubb3c\uac00\uc9c0\uc218(PPI, \uae30\uc5c5 \uac04 \uac70\ub798 \ub2e8\uacc4\uc5d0\uc11c\uc758 \ubb3c\uac00\ub85c \uc18c\ube44\uc790\ubb3c\uac00\uc758 \uc120\ud589 \uc9c0\ud45c\ub85c \uc4f0\uc784)\ub294 \ubaa9\uc694\uc77c \ubc1c\ud45c \uc608\uc815\uc774\ub2e4.<\/p>\n

\ubbf8\uad6d\uc5d0\uc11c\ub294 \uc218\uc694\uc77c \ubcc0\uc218\uac00 \ud575\uc2ec\uc774\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc774\ub780\uc5d0 \ud734\uc804 \ud569\uc758 \ubc0f \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ub97c \uc694\uad6c\ud558\uba70 \ubbf8 \ub3d9\ubd80\uc2dc\uac04(ET) \uc624\ud6c4 8\uc2dc\ub97c \uc2dc\ud55c\uc73c\ub85c \uc81c\uc2dc\ud55c \uac00\uc6b4\ub370, \ud30c\ud0a4\uc2a4\ud0c4 \ucd1d\ub9ac\ub294 2\uc8fc \uc5f0\uc7a5\uc744 \uc694\uccad\ud588\ub2e4. \uc774\ub780\uc740 \uc784\uc2dc \ud734\uc804 \uc81c\uc548\uc744 \uac70\ubd80\ud588\uace0, \ubbf8\uad6d\uc758 \uc774\ub780 \uce74\ub974\uadf8\uc12c \uacf5\uc2b5 \uc774\ud6c4 \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec \uc704\ub85c \uac70\ub798\ub410\ub2e4. \ub2e4\ub9cc \uc11d\uc720 \uc778\ud504\ub77c\ub294 \ud53c\ud574\ub97c \ud53c\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4.<\/p>\n

\uc218\uc694\uc77c \ubc24\uc5d0\ub294 FOMC \uc758\uc0ac\ub85d(\ubbf8 \uc5f0\uc900\uc758 \ud1b5\ud654\uc815\ucc45 \ud68c\uc758 \ub17c\uc758 \ub0b4\uc6a9\uc744 \ub2f4\uc740 \uae30\ub85d)\uc774 \uacf5\uac1c\ub418\uba70, \uc5f0\uc900 \uc778\uc0ac\uc778 \ub370\uc77c\ub9ac\u00b7\uc6d4\ub7ec\uc758 \ubc1c\uc5b8\ub3c4 \uc608\uc815\ub3fc \uc788\ub2e4. \uc5f0\uc900\uc740 3\uc6d4 \ud68c\uc758\uc5d0\uc11c \uae30\uc900\uae08\ub9ac\ub97c 3.50%~3.75%\ub85c \ub3d9\uacb0\ud588\ub2e4. 15\ubd84 \ucc28\ud2b8\uc5d0\uc11c USD\/JPY\ub294 159.57 \uc218\uc900\uc774\uba70, \uc9c0\uc9c0\uc120\uc740 159.50\u00b7159.30\u00b7159.00, \uc800\ud56d\uc120\uc740 200\uae30\uac04 EMA(\uc9c0\uc218\uc774\ub3d9\ud3c9\uade0, \ucd5c\uadfc \uac00\uaca9\uc5d0 \ub354 \ud070 \uac00\uc911\uce58\ub97c \ub450\ub294 \ucd94\uc138 \uc9c0\ud45c) \ubd80\uadfc\uc778 159.70, \uc774\ud6c4 159.90\u00b7160.20\uc73c\ub85c \uc81c\uc2dc\ub41c\ub2e4.<\/p>\n

USD\/JPY 160.00\uc120\uc740 \uc2dc\uc7a5 \uae34\uc7a5\uc774 \uadf9\ub3c4\ub85c \ub192\uc740 \uad6c\uac04\uc73c\ub85c, \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ucde8\uc57d\ud55c \uc0c1\ud0dc\ub2e4. \uc77c\ubcf8\uc758 \ud658\uc728 \uac1c\uc785 \uac00\ub2a5\uc131\uacfc \uc774\ub780 \uad00\ub828 \uc2dc\ud55c\uc5d0 \ub530\ub978 \ub2ec\ub7ec \uc548\uc804\uc790\uc0b0 \uc120\ud638(\ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c8 \ub54c \uc0c1\ub300\uc801\uc73c\ub85c \uc548\uc804\ud558\ub2e4\uace0 \uc5ec\uaca8\uc9c0\ub294 \uc790\uc0b0\uc73c\ub85c \uc790\uae08\uc774 \uc774\ub3d9\ud558\ub294 \ud604\uc0c1)\uac00 \ucda9\ub3cc\ud558\uba74\uc11c \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc84c\ub2e4\ub294 \ub73b\uc774\ub2e4. \ubc29\ud5a5\uc131 \ubca0\ud305\uc740 \uc704\ud5d8\uc774 \ud06c\uace0, \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ub300\ube44\ud558\ub294 \uc811\uadfc\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ud569\ub9ac\uc801\uc774\ub2e4.<\/p>\n

Options Positioning For Volatility<\/h3>\n

\ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc744 \uae30\ubc18\uc73c\ub85c \uac00\uce58\uac00 \uacb0\uc815\ub418\ub294 \uae08\uc735\uc0c1\ud488) \ud22c\uc790\uc790\ub294 \uc635\uc158\uc744 \ud65c\uc6a9\ud574 \ubcc0\ub3d9\uc131\uc744 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ub871 \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574, \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \ubcc0\ub3d9\uc774 \ub098\uc624\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\uc774 \ud574\ub2f9\ub41c\ub2e4. \ub2e4\ub9cc \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc740 \ub192\uc544\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. 1\uac1c\uc6d4\ubb3c USD\/JPY \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc608\uc0c1 \ubcc0\ub3d9\uc131\u2019)\uc774 \ucd5c\uadfc 9.5%\uc5d0\uc11c 12% \uc774\uc0c1\uc73c\ub85c \uc62c\ub77c\uac08 \uc218 \uc788\ub2e4. \uadf8\ub7ec\ub098 \uad70\uc0ac\uc801 \uae34\uc7a5 \uace0\uc870\ub098 \uae30\uc2b5\uc801 \ud658\uc728 \uac1c\uc785\uc774 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \uc2dc\uc7a5 \ubc18\uc751\uc774 \ud074 \uc218 \uc788\uc5b4 \ube44\uc6a9 \ubd80\ub2f4\uc774 \uc815\ub2f9\ud654\ub420 \uc218 \uc788\ub2e4.<\/p>\n

2022\ub144 \ub9d0 \uac1c\uc785 \ub2f9\uc2dc \uc7ac\ubb34\uc131\uc740 \ub2e8\uc77c \uc138\uc158\uc5d0\uc11c 5\uc5d4 \uc774\uc0c1 \uc6c0\uc9c1\uc774\ub294 \ubcc0\ub3d9\uc744 \uc720\ubc1c\ud55c \ubc14 \uc788\ub2e4. \ube44\uc2b7\ud55c \uc870\uce58\uac00 \uc7ac\ud604\ub418\uba74 \ud658\uc728\uc774 \ub2e8\uc228\uc5d0 155.00 \uc218\uc900\uc73c\ub85c \ub418\ub3cc\uc544\uac08 \uac00\ub2a5\uc131\ub3c4 \ubc30\uc81c\ud558\uae30 \uc5b4\ub835\ub2e4. \uc774\ub7f0 \uc804\ub840\ub97c \uac10\uc548\ud558\uba74 159.50 \uc704\uc5d0\uc11c \ud5e4\uc9c0(\uac00\uaca9 \uae09\ubcc0 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4\uc801 \ud3ec\uc9c0\uc158) \uc5c6\ub294 \ub2ec\ub7ec \ub871(\ub2ec\ub7ec \uac15\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158) \ubcf4\uc720\ub294 \uc704\ud5d8\uc774 \ud06c\ub2e4.<\/p>\n

2\uc6d4 \uac00\uacc4\uc9c0\ucd9c\uc774 1.8% \uac10\uc18c\ud55c \uc810\uc740 \uc77c\ubcf8\uc740\ud589\uc758 \uc120\ud0dd\uc744 \ub354 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4. \ub0b4\uc218 \ub454\ud654\ub294 \uae09\uaca9\ud55c \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc5b4, \uc5d4\ud654 \uac15\uc138\ub97c \ub69c\ub837\ud558\uac8c \ub9cc\ub4e4 \uc815\ub3c4\uc758 \uac15\ud55c \uae34\ucd95\uc774 \ub098\uc624\uae30 \uc27d\uc9c0 \uc54a\ub2e4\ub294 \uc758\ubbf8\ub2e4. \uc2dc\uc7a5\uc774 \uc774\ub2ec \uc778\uc0c1 \ud655\ub960\uc744 70%\ub85c \ubc18\uc601\ud558\ub354\ub77c\ub3c4, \ub354 \ud070 \ubcc0\uc218\ub4e4\uc744 \uc0c1\uc1c4\ud558\uae30\uc5d0\ub294 \ubd80\uc871\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ud604\uc7ac \ub2ec\ub7ec \ud750\ub984\uc758 \ud575\uc2ec \ubcc0\uc218\ub294 \uc774\ub780 \uad00\ub828 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\ub85c, WTI(\uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0 \uc6d0\uc720, \ubbf8\uad6d \ub300\ud45c \uc720\uc885) \uac00\uaca9\uc774 \uc774\ubbf8 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uace0 \uc788\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uc2dc\ud55c\uc740 \uae34\uc7a5\uc774 \ub354 \ucee4\uc9c8 \uacbd\uc6b0 \uc548\uc804\uc790\uc0b0 \uc120\ud638\ub85c \ub2ec\ub7ec \uac15\uc138\ub97c \uc790\uadf9\ud560 \uc218 \uc788\ub294 \ucd09\ub9e4\ub85c \uc791\uc6a9\ud55c\ub2e4. 2025\ub144 \ub9d0 \ub0a8\uc911\uad6d\ud574 \ud574\uad70 \ud6c8\ub828 \uad6d\uba74\uc5d0\uc11c\ub3c4 \ube44\uc2b7\ud55c \ud750\ub984\uc73c\ub85c \ub2ec\ub7ec\uc9c0\uc218(\uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\uac00 \ud55c\ub54c 2% \uc0c1\uc2b9\ud55c \ubc14 \uc788\ub2e4.<\/p>\n

\uc774\ubbf8 USD\/JPY \ub871 \ud3ec\uc9c0\uc158\uc744 \ubcf4\uc720\ud55c \uacbd\uc6b0, \uc678\uac00\uaca9(out-of-the-money\u00b7OTM, \ud604\uc7ac \uac00\uaca9\uc5d0\uc11c \uba40\ub9ac \ub5a8\uc5b4\uc9c4 \ud589\uc0ac\uac00\ub85c \ub2f9\uc7a5 \ud589\uc0ac \uac00\ub2a5\uc131\uc740 \ub0ae\uc9c0\ub9cc \ubcf4\ud5d8 \uc131\uaca9\uc774 \uac15\ud55c) \ud48b\uc635\uc158 \ub9e4\uc218\ub85c \ud5e4\uc9c0\ud558\ub294 \uac83\uc774 \ud544\uc694\ud558\ub2e4. \ud589\uc0ac\uac00 158.00 \ubd80\uadfc\uc758 \ud48b\uc635\uc158\uc740 \uac1c\uc785\uc5d0 \ub530\ub978 \uae09\ub77d \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\ub294 \ube44\uad50\uc801 \uc800\ub834\ud55c \ubcf4\ud5d8\uc774 \ub420 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \ud5a5\ud6c4 \uba70\uce60\uac04 FOMC \uc758\uc0ac\ub85d\uacfc \uc77c\ubcf8 PPI \ubc1c\ud45c\uac00 \uacb9\uce58\uba70 \ubcc0\ub3d9\uc131\uc744 \ub354 \ud0a4\uc6b8 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

USD\/JPY 160\uc5d4 \ub3cc\ud30c\uc5d0 \u2018\uac1c\uc785 \uacbd\uacc4\u2019 \uc7ac\uc810\ud654. \u65e5 \uc18c\ube44 \ubd80\uc9c4 \uc18d BoJ \uc778\uc0c1\ud655\ub960 70%\u2026\u7f8e \uc774\ub780 \uc2dc\ud55c\u00b7\uc720\uac00 \uae09\ub4f1\uacfc FOMC \uc758\uc0ac\ub85d \uc55e\ub450\uace0 \ubcc0\ub3d9\uc131 \ud655\ub300, \uc635\uc158 \ud5e4\uc9c0 \uc218\uc694 \ucee4\uc9c4\ub2e4.<\/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-44190","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\/44190","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=44190"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44190\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}