{"id":44320,"date":"2026-04-10T07:55:45","date_gmt":"2026-04-10T07:55:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/abn%ec%95%94%eb%a1%9c-%ec%88%98%ec%84%9d-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4%ed%8a%b8-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%a0%9c%ec%a1%b0%ec%97%85-pmi-51-3%ec%9c%bc%eb%a1%9c-%ed%95%98\/"},"modified":"2026-04-10T07:55:45","modified_gmt":"2026-04-10T07:55:45","slug":"abn%ec%95%94%eb%a1%9c-%ec%88%98%ec%84%9d-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4%ed%8a%b8-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%a0%9c%ec%a1%b0%ec%97%85-pmi-51-3%ec%9c%bc%eb%a1%9c-%ed%95%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/abn%ec%95%94%eb%a1%9c-%ec%88%98%ec%84%9d-%ec%9d%b4%ec%bd%94%eb%85%b8%eb%af%b8%ec%8a%a4%ed%8a%b8-%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%a0%9c%ec%a1%b0%ec%97%85-pmi-51-3%ec%9c%bc%eb%a1%9c-%ed%95%98\/","title":{"rendered":"ABN\uc554\ub85c \uc218\uc11d \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8 \u201c\uae00\ub85c\ubc8c \uc81c\uc870\uc5c5 PMI 51.3\uc73c\ub85c \ud558\ub77d\u2026\uc774\ub780 \ubd84\uc7c1\uc5d0 \uacf5\uae09\ub9dd \ucc28\uc9c8\u201d"},"content":{"rendered":"

\uae00\ub85c\ubc8c \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: \uc81c\uc870\uc5c5 \uacbd\uae30\uc758 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 2\uc6d4 51.8\uc5d0\uc11c 3\uc6d4 51.3\uc73c\ub85c \ud558\ub77d\ud588\ub2e4. 2\uc6d4\uc5d0 44\uac1c\uc6d4 \ub9cc\uc758 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud55c \ub4a4 \ub0b4\ub9b0 \uac83\uc774\ub2e4. \uc774\ubc88 \ud558\ub77d\uc740 2\uc6d4 28\uc77c \uc2dc\uc791\ub41c \ubbf8\uad6d\/\uc774\uc2a4\ub77c\uc5d8\u2013\uc774\ub780 \uac08\ub4f1 \uaca9\ud654\uc640 \uad00\ub828\uc774 \uc788\ub294 \uac83\uc73c\ub85c \ubd84\uc11d\ub410\ub2e4.<\/p>\n

\uc911\uad6d\u00b7\uc778\ub3c4 \ub4f1 \uc2e0\ud765\uad6d\uc774 \uc81c\uc870\uc5c5 \uc5ec\uac74 \uc57d\ud654\ub97c \uc8fc\ub3c4\ud588\ub2e4. \uc120\uc9c4\uad6d\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \uacac\uc870\ud574 \ubcf4\uc600\ub294\ub370, \uc774\ub294 \ub0a9\uae30(\uc8fc\ubb38 \ud6c4 \uc778\ub3c4\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04)\uac00 \uae38\uc5b4\uc84c\uae30 \ub54c\ubb38\uc73c\ub85c \ud480\uc774\ub410\ub2e4.<\/p>\n

Global Supply Chains Under Stress<\/h3>\n

\ub0a9\uae30 \uc9c0\uc5f0\uc740 \uc774\ub780 \uac08\ub4f1\uacfc \uc5f0\uacb0\ub41c \uacf5\uae09 \ucc28\uc9c8 \uc2e0\ud638\ub85c \uc81c\uc2dc\ub410\ub2e4. \uae00\ub85c\ubc8c \uacf5\uae09 \ubcd1\ubaa9 \uc9c0\uc218(\uacf5\uae09 \uc9c0\uc5f0\uacfc \uc218\uc694 \ucd08\uacfc \uc815\ub3c4\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \ub2e4\uc2dc \u201c\uacf5\uae09 \ubcd1\ubaa9 \uc6b0\uc138\/\ucd08\uacfc \uc218\uc694\u201d \uad6c\uac04\uc73c\ub85c \uc774\ub3d9\ud588\ub2e4.<\/p>\n

\ubcf4\uace0\uc11c\ub294 \ud22c\uc785\u00b7\uc0b0\ucd9c \uac00\uaca9 \uc0c1\uc2b9\uacfc \ud568\uaed8 \uae00\ub85c\ubc8c \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uc555\ub825\uc774 \ucee4\uc9c0\uace0 \uc788\ub2e4\uace0\ub3c4 \ubc1d\ud614\ub2e4. \uc720\ub85c\uc874, \ub124\ub35c\ub780\ub4dc, \ubbf8\uad6d, \uc911\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uc804\ub9dd\uce58\uac00 \uc0c1\ud5a5 \uc870\uc815\ub410\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4.<\/p>\n

\uc774 \uae30\uc0ac\ub294 \uc778\uacf5\uc9c0\ub2a5(AI: \uc0ac\ub78c\ucc98\ub7fc \ub370\uc774\ud130\ub97c \ud559\uc2b5\ud574 \uae00\uc744 \uc0dd\uc131\ud558\ub294 \ud504\ub85c\uadf8\ub7a8) \ub3c4\uad6c\ub85c \uc791\uc131\ub410\uace0, \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4.<\/p>\n

Positioning For Volatility<\/h3>\n

\ub2e4\uc2dc \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \ud658\uacbd\uc774 \uc870\uc131\ub418\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\ub3c4 \ub098\ud0c0\ub09c\ub2e4. 2026\ub144 3\uc6d4 S&P \uae00\ub85c\ubc8c \ubbf8\uad6d \uc81c\uc870\uc5c5 PMI\ub294 52.5\ub85c \ud655\uc7a5\uc744 \ub098\ud0c0\ub0c8\uc9c0\ub9cc, \u2018\uc9c0\ubd88 \uac00\uaca9\u2019 \ud558\uc704\uc9c0\uc218(\uae30\uc5c5\uc774 \uc6d0\uc790\uc7ac\u00b7\ubd80\ud488 \ub4f1\uc744 \uc0ac\ub294 \ub370 \uc2e4\uc81c\ub85c \uc9c0\ubd88\ud55c \uac00\uaca9\uc758 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 1\ub144\uc5ec \ub9cc\uc5d0 \uac00\uc7a5 \ud070 \ud3ed\uc73c\ub85c \uc0c1\uc2b9\ud588\ub2e4. \uac89\uc73c\ub85c\ub294 \uacbd\uae30 \ud655\uc7a5\ucc98\ub7fc \ubcf4\uc774\uc9c0\ub9cc, \ubb3c\uac00 \uc555\ub825\uc774 \ub204\uc801\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

\uc774 \ud750\ub984\uc740 \ucd5c\uc2e0 \ubb3c\uac00 \uc9c0\ud45c\ub85c\ub3c4 \ud655\uc778\ub41c\ub2e4. 2026\ub144 3\uc6d4 \ubbf8\uad6d CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218: \uac00\uacc4\uac00 \uc0ac\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \ub300\ud45c \ubb3c\uac00 \uc9c0\ud45c)\ub294 3.1%\ub85c \uc608\uc0c1\uce58\ub97c \uc18c\ud3ed \uc6c3\ub3cc\uc558\ub2e4. \uc778\ud50c\ub808\uc774\uc158\uc774 \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\uc73c\uba74 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uacfc\ub3c4\ud560 \uc218 \uc788\ub2e4. \uc774\ub294 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher for longer: \uae08\ub9ac\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc624\ub798 \ub192\uc740 \uc218\uc900\uc5d0 \uba38\ubb34\ub294 \uc0c1\ud669)\u2019 \uac00\ub2a5\uc131\uc744 \ud0a4\uc6b0\uba70, \uc790\uc0b0 \uac00\uce58 \ud3c9\uac00(\ubc38\ub958\uc5d0\uc774\uc158)\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \uc900\ub2e4.<\/p>\n

\uc774\uc5d0 \ub530\ub77c \ud2b8\ub808\uc774\ub354\ub294 \uae09\uaca9\ud55c \uc2dc\uc7a5 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud55c \ubc29\uc5b4 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4. VIX \ucf5c\uc635\uc158(\ubcc0\ub3d9\uc131\uc9c0\uc218 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158) \ub9e4\uc218\ub098 \uc8fc\uc694 \uc9c0\uc218\uc5d0 \ub300\ud55c \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ub9cc\uae30\u00b7\ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc11c \ud070 \ubc29\ud5a5\uc131 \uc6c0\uc9c1\uc784\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5)\uc740 \ubd88\ud655\uc2e4\uc131 \ud655\ub300\uc5d0 \ub300\ud55c \ud5e4\uc9c0(\uc704\ud5d8 \uc904\uc774\uae30)\uc5d0 \ud65c\uc6a9\ub420 \uc218 \uc788\ub2e4. \uc774\ub7f0 \ud3ec\uc9c0\uc158\uc740 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ubbf8\ub798 \ubcc0\ub3d9\uc131 \uae30\ub300)\uc774 \uc624\ub97c \ub54c \uc720\ub9ac\ud55c \ud3b8\uc774\uba70, \uc9c0\uc815\ud559\u00b7\uacbd\uc81c \ucda9\uaca9 \ub54c \uc790\uc8fc \ub3d9\ubc18\ub41c\ub2e4.<\/p>\n

\uc6d0\uc790\uc7ac \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uacf5\uae09 \uc81c\uc57d\uc758 \uc601\ud5a5\uc774 \uc774\ubbf8 \ub098\ud0c0\ub09c\ub2e4. \ucd5c\uadfc \ud574\uc0c1 \uc6b4\uc1a1 \ucc28\uc9c8\ub85c \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 92\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc720\uac00\uc640 \uc0b0\uc5c5\uae08\uc18d\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158\uc744 \ud65c\uc6a9\ud558\uba74 \uacf5\uae09\ubc1c \uac00\uaca9 \uae09\ub4f1\uc5d0 \ub530\ub978 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \ub178\ub9b4 \uc218 \uc788\uace0, \ucd5c\ub300 \uc190\uc2e4\uc744 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158\uc744 \uc0ac\uae30 \uc704\ud574 \ub0b4\ub294 \ube44\uc6a9)\uc73c\ub85c \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\uae08\ub9ac \uc778\ud558\uac00 \uc9c0\uc5f0\ub418\uba74 \ub2ec\ub7ec \uac15\uc138\ub3c4 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ud1b5\ud654\uc30d \uc635\uc158(\ub450 \ub098\ub77c \ud1b5\ud654\uc758 \ud658\uc728\uc5d0 \ub300\ud55c \uc635\uc158)\uc744 \ud1b5\ud574, \uc644\ud654\uc801(\ube44\ub458\uae30\ud30c: \uae08\ub9ac \uc778\ud558\uc5d0 \uc6b0\ud638\uc801\uc778) \uc131\ud5a5\uc774 \uac15\ud55c \uc911\uc559\uc740\ud589 \uad6d\uac00 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ubca0\ud305\ud560 \uc218 \uc788\ub2e4. \ub610 \uae08\ub9ac \uc2a4\uc651(\uc11c\ub85c \ub2e4\ub978 \uae08\ub9ac \uc9c0\uae09 \uc870\uac74\uc744 \uad50\ud658\ud574 \uae08\ub9ac \ubcc0\ub3d9 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \uacc4\uc57d)\uc744 \ud65c\uc6a9\ud558\uba74, \uae08\ub9ac\uac00 \uc608\uc0c1\ub9cc\ud07c \ub0b4\ub824\uac00\uc9c0 \uc54a\uc744 \uc704\ud5d8\uc5d0 \ub300\ube44\ud574 \uae30\uc874 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubc29\uc5b4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\uac89\uc740 \ud655\uc7a5, \uc18d\uc740 \uc778\ud50c\ub808\u201d \uae00\ub85c\ubc8c \uc81c\uc870\uc5c5 PMI 51.8\u219251.3 \ud558\ub77d\u2026\uc774\ub780 \uac08\ub4f1\ubc1c \ub0a9\uae30\u00b7\uacf5\uae09\ub9dd \uc545\ud654\ub85c \ubb3c\uac00\uc555\ub825 \uc7ac\uc810\ud654, \uace0\uae08\ub9ac \uc7a5\uae30\ud654\u00b7\ubcc0\ub3d9\uc131 \ud5e4\uc9c0 \uc218\uc694 \ud655\ub300.<\/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-44320","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\/44320","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=44320"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44320\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}