{"id":44345,"date":"2026-04-10T09:20:33","date_gmt":"2026-04-10T09:20:33","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%95%84%ec%8b%9c%ec%95%84-%ea%b1%b0%eb%9e%98%ec%97%90%ec%84%9c-%ec%9c%84%ed%97%98%ed%9a%8c%ed%94%bc-%ec%8b%ac%eb%a6%ac%eb%a1%9c-%eb%8b%ac%eb%9f%ac%ea%b0%80-%ea%b0%95%ec%84%b8%eb%a5%bc-%eb%b3%b4\/"},"modified":"2026-04-10T09:20:33","modified_gmt":"2026-04-10T09:20:33","slug":"%ec%95%84%ec%8b%9c%ec%95%84-%ea%b1%b0%eb%9e%98%ec%97%90%ec%84%9c-%ec%9c%84%ed%97%98%ed%9a%8c%ed%94%bc-%ec%8b%ac%eb%a6%ac%eb%a1%9c-%eb%8b%ac%eb%9f%ac%ea%b0%80-%ea%b0%95%ec%84%b8%eb%a5%bc-%eb%b3%b4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%95%84%ec%8b%9c%ec%95%84-%ea%b1%b0%eb%9e%98%ec%97%90%ec%84%9c-%ec%9c%84%ed%97%98%ed%9a%8c%ed%94%bc-%ec%8b%ac%eb%a6%ac%eb%a1%9c-%eb%8b%ac%eb%9f%ac%ea%b0%80-%ea%b0%95%ec%84%b8%eb%a5%bc-%eb%b3%b4\/","title":{"rendered":"\uc544\uc2dc\uc544 \uac70\ub798\uc5d0\uc11c \uc704\ud5d8\ud68c\ud53c \uc2ec\ub9ac\ub85c \ub2ec\ub7ec\uac00 \uac15\uc138\ub97c \ubcf4\uc774\ub294 \uac00\uc6b4\ub370 \ubbf8\u00b7\uc774\ub780 \ud734\uc804 \ubd88\ud655\uc2e4\uc131 \uc18d\uc5d0 \ud30c\uc6b4\ub4dc\ud654 \uc57d\uc138"},"content":{"rendered":"

GBP\/USD\ub294 4\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9 \ub4a4 \ud558\ub77d \uc804\ud658\ud574, \uae08\uc694\uc77c \uc544\uc2dc\uc544 \uac70\ub798 \uc2dc\uac04\ub300 1.3430\uc120 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \ubbf8\uad6d \ub2ec\ub7ec\ub294 \ubbf8\u00b7\uc774\ub780 \ud734\uc804\uc758 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc704\ud5d8\ud68c\ud53c \uc2ec\ub9ac\uac00 \ub2e4\uc2dc \ucee4\uc9c0\uba74\uc11c \uc0c1\ub300\uc801\uc73c\ub85c \uac15\uc138\ub97c \uc720\uc9c0\ud588\ub2e4.<\/p>\n

\uc2dc\uc7a5 \ucc38\uac00\uc790\ub4e4\uc740 \ubd81\ubbf8 \uac70\ub798 \uc2dc\uac04\ub300 \ud6c4\ubc18 \ubc1c\ud45c\ub420 \ubbf8\uad6d \uc18c\ube44\uc790\ubb3c\uac00(CPI) \ubcf4\uace0\uc11c\ub97c \uae30\ub2e4\ub9ac\uace0 \uc788\ub2e4. CPI\ub294 \uc18c\ube44\uc790\uac00 \uccb4\uac10\ud558\ub294 \ubb3c\uac00 \uc0c1\uc2b9\ub960\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud575\uc2ec \uc9c0\ud45c\ub2e4. \uc804\ubc18\uc801\uc778 \ud22c\uc790 \uc2ec\ub9ac\ub294 \uc870\uc2ec\uc2a4\ub7ec\uc6b4 \ubd84\uc704\uae30\ub97c \uc774\uc5b4\uac14\ub2e4.<\/p>\n

\uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uacfc \uc2dc\uc7a5 \uc2ec\ub9ac<\/h3>\n

\uc774\uc2a4\ub77c\uc5d8\uc740 \ud5e4\uc988\ubcfc\ub77c\uc5d0 \ub300\ud55c \uacf5\uc2b5\uc744 \uc774\uc5b4\uac14\uace0, \ubca0\ub0d0\ubbfc \ub124\ud0c0\ub0d0\ud6c4 \ucd1d\ub9ac\ub294 \uc870\ub9cc\uac04 \ub808\ubc14\ub17c\uacfc \uc9c1\uc811 \ud611\uc0c1\uc744 \uc2dc\uc791\ud558\uaca0\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \uc804 \ub300\ud1b5\ub839\uc740 \ud569\uc758\uac00 \uc644\uc804\ud788 \uc774\ud589\ub420 \ub54c\uae4c\uc9c0 \ubbf8\uad70\uc774 \uc774\ub780 \uc8fc\ubcc0\uc5d0 \uacc4\uc18d \ubc30\uce58\ub420 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

JD \ubc34\uc2a4, \uc2a4\ud2f0\ube0c \uc704\ud2b8\ucf54\ud504, \uc7ac\ub7ec\ub4dc \ucfe0\uc288\ub108\ub294 \uc774\ubc88 \uc8fc\ub9d0 \ud30c\ud0a4\uc2a4\ud0c4\uc5d0\uc11c \uc774\ub780\uacfc\uc758 \uc7a5\uae30 \ud569\uc758 \uac00\ub2a5\uc131\uc744 \ub17c\uc758\ud558\uae30 \uc704\ud55c \ud68c\ub3d9\uc744 \ud560 \uc608\uc815\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uc774\ub780 \uc678\ubb34\ubd80\uc758 \uc5d0\uc2a4\ub9c8\uc77c \ubc14\uac00\uc5d0\uc774\ub294 \uc804\uc7c1 \uc885\uc2dd \ud611\uc0c1\uc740 \ubbf8\uad6d\uc774 \ud734\uc804 \uc57d\uc18d\uc744 \uc9c0\ud0a4\ub294\uc9c0\uc5d0 \ub2ec\ub824 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\ubc14\uac00\uc5d0\uc774\ub294 \uadf8 \uc57d\uc18d\uc5d0 \ub808\ubc14\ub17c \ud734\uc804\ub3c4 \ud3ec\ud568\ub41c\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc9c0\ub9cc, \ubbf8\uad6d\uacfc \uc774\uc2a4\ub77c\uc5d8\uc740 \ub808\ubc14\ub17c \ud734\uc804\uc740 \ud569\uc758 \ub300\uc0c1\uc774 \uc544\ub2c8\ub77c\uace0 \ubc1d\ud614\ub2e4. \uc564\ub4dc\ub8e8 \ubca0\uc77c\ub9ac \uc601\ub780\uc740\ud589(BoE) \ucd1d\uc7ac\ub294 \uaddc\ubaa8\uac00 3\uc870 \ub2ec\ub7ec(2\uc8702\ucc9c\uc5b5 \ud30c\uc6b4\ub4dc)\uc5d0 \uc774\ub974\ub294 \u2018\ubbfc\uac04 \uc2e0\uc6a9(private credit) \uc2dc\uc7a5\u2019\uc758 \ubd88\ud22c\uba85\ud55c \ub9ac\uc2a4\ud06c\uac00 2008\ub144 \uae08\uc735\uc704\uae30\uc640 \ube44\uc2b7\ud55c \uc704\uae30\ub97c \ucd09\ubc1c\ud560 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \ubbfc\uac04 \uc2e0\uc6a9 \uc2dc\uc7a5\uc740 \uc740\ud589\uc774 \uc544\ub2cc \uc0ac\ubaa8\ud380\ub4dc \ub4f1 \ube44\uc740\ud589 \uae30\uad00\uc774 \uae30\uc5c5\uc5d0 \ub300\ucd9c\ud574\uc8fc\ub294 \uc2dc\uc7a5\uc73c\ub85c, \uc815\ubcf4\uac00 \uc81c\ud55c\uc801\uc774\ub77c \uc704\ud5d8\uc774 \uac11\uc790\uae30 \ub4dc\ub7ec\ub0a0 \uc218 \uc788\ub2e4.<\/p>\n

\ubcc0\ub3d9\uc131 \ud5e4\uc9c0\uc640 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n

\ubd88\ud655\uc2e4\uc131\uc774 \ud070 \ub9cc\ud07c, \ud22c\uc790\uc790\ub4e4\uc740 \uae09\uaca9\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud55c \u2018\ud5e4\uc9c0(\uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798)\u2019\ub97c \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 VIX(\ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\uc218) \ucf5c\uc635\uc158 \ub610\ub294 VIX \uc120\ubb3c\uc740 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ubca0\ud305\ud558\ub294 \uc9c1\uc811\uc801\uc778 \uc218\ub2e8\uc774\ub2e4. \ucf5c\uc635\uc158\uc740 \ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac\uc774\uba70, \uc120\ubb3c\uc740 \ubbf8\ub798\uc758 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\uae30\ub85c \uc57d\uc18d\ud55c \uacc4\uc57d\uc774\ub2e4. \uc774\ub7f0 \uc804\ub7b5\uc740 \uc9c0\uc815\ud559\uc801 \ucda9\uaca9\uc5d0 \ucde8\uc57d\ud55c \uc8fc\uc2dd \ubcf4\uc720(\ub871 \uc8fc\uc2dd) \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ubc29\uc5b4 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ubbf8\uad6d \ub2ec\ub7ec\ub294 \ub300\ud45c\uc801\uc778 \uc548\uc804\uc790\uc0b0\uc73c\ub85c\uc11c \uc5ed\ud560\uc774 \uacc4\uc18d \ubd80\uac01\ub418\uace0 \uc788\ub2e4. \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY)\ub294 \uc8fc\uc694 \ud1b5\ud654 \ubc14\uc2a4\ucf13 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c\uc778\ub370, \uc5f0\ucd08 \uc774\ud6c4 \uac70\uc758 3% \uc0c1\uc2b9\ud588\ub2e4. \ud1b5\ud654\uc120\ubb3c\uc774\ub098 \uc635\uc158 \uac19\uc740 \u2018\ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uacc4\uc57d)\u2019\uc744 \ud1b5\ud574 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc774 \ub17c\uc758\ub41c\ub2e4.<\/p>\n

\ubc18\uba74 \uc601\uad6d \ud30c\uc6b4\ub4dc\ub294 \ucde8\uc57d\ud558\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \uc601\uad6d \ubb3c\uac00\ub294 \uc9c0\ub09c \ubd84\uae30 3.1%\ub85c \uc601\ub780\uc740\ud589 \ubaa9\ud45c(2%)\ub97c \uc6c3\ub3cc\uace0, \uc131\uc7a5\ub3c4 \ub454\ud654\ub418\uba74\uc11c GBP\/USD\ub294 \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\ub2e4. put \uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ud65c\uc6a9\ud574 \ud30c\uc6b4\ub4dc \ucd94\uac00 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub294 \ubc29\uc2dd\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n

\ub610\ud55c \uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1(\uc5d0\ub108\uc9c0 \uc1fc\ud06c) \uac00\ub2a5\uc131\uc740 \ubb3c\uac00 \uae30\ub300\ub97c \uc27d\uac8c \ub0ae\ucd94\uc9c0 \ubabb\ud558\uac8c \ub9cc\ub4e0\ub2e4. \uc774\ub294 \ubbf8 \uc5f0\uc900(Fed)\uc774 \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uae08\ub9ac \uc778\ud558\uc5d0 \uc2e0\uc911\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c SOFR \uc120\ubb3c \ub4f1 \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488\uc744 \ud1b5\ud574 2026\ub144 3\ubd84\uae30\uae4c\uc9c0 \uae08\ub9ac\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798\ub3c4 \uac80\ud1a0 \ub300\uc0c1\uc774 \ub41c\ub2e4. SOFR\ub294 \ubbf8\uad6d\uc758 \ub300\ud45c\uc801\uc778 \ub2e8\uae30 \ubb34\uc704\ud5d8 \uae08\ub9ac(\ub2f4\ubcf4\ubd80 \ucd08\ub2e8\uae30 \uc790\uae08\uc870\ub2ec \uae08\ub9ac)\ub2e4.<\/p>\n

\ubca0\uc77c\ub9ac \ucd1d\uc7ac\uac00 \uacbd\uace0\ud55c \ubbfc\uac04 \uc2e0\uc6a9 \uc2dc\uc7a5 \ub9ac\uc2a4\ud06c\ub3c4 \uc5ec\uc804\ud788 \uc911\uc694\ud558\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc57d 3\uc8705\ucc9c\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ub41c\ub2e4. \ucd5c\uadfc 2\uac1c\uc6d4 \ub3d9\uc548 \ud558\uc774\uc77c\ub4dc(\uc2e0\uc6a9\ub4f1\uae09\uc774 \ub0ae\uc544 \uae08\ub9ac\uac00 \ub192\uc740) \ud68c\uc0ac\ucc44\uc758 \u2018\uc2e0\uc6a9 \uc2a4\ud504\ub808\ub4dc(\uc548\uc804\uc790\uc0b0 \ub300\ube44 \ucd94\uac00\ub85c \uc694\uad6c\ub418\ub294 \uae08\ub9ac \ucc28\uc774)\u2019\uac00 50bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, 0.01%\ud3ec\uc778\ud2b8) \ud655\ub300\ub3fc \uae34\uc7a5\uc774 \ub192\uc544\uc84c\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c Markit CDX \ubd81\ubbf8 \ud558\uc774\uc77c\ub4dc \uc9c0\uc218 \uac19\uc740 \uc2e0\uc6a9\uc9c0\uc218\uc5d0 \ub300\ud574 CDS(\uc2e0\uc6a9\ubd80\ub3c4\uc2a4\uc640\ud504, \ucc44\ubb34\ubd88\uc774\ud589 \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\ub294 \uc77c\uc885\uc758 \ubcf4\ud5d8) \ubcf4\ud638\ub97c \uc0ac\ub294 \ubc29\uc2dd\uc774 \uc2e0\uc6a9 \uc774\ubca4\ud2b8\uc5d0 \ub300\ud55c \ubc29\uc5b4 \uc218\ub2e8\uc73c\ub85c \uc5b8\uae09\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ud30c\uc6b4\ub4dc, 4\uc77c \ub7a0\ub9ac \ub05d \u2018\uc228 \uace0\ub974\uae30\u2019\u2014GBP\/USD 1.3430\uc120. \ubbf8\u00b7\uc774\ub780 \ud734\uc804 \ubd88\ud655\uc2e4\uc131\uc5d0 \ub2ec\ub7ec \uac15\uc138, CPI \ub300\uae30. \uc911\ub3d9 \ub9ac\uc2a4\ud06c\u00b7\ubbfc\uac04\uc2e0\uc6a9 \uacbd\uace0\ub85c \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-44345","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\/44345","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=44345"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44345\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}