\ub2ec\ub7ec\/\uc5d4 \ud658\uc728(USD\/JPY)\uc740 \uae08\uc694\uc77c \uc544\uc2dc\uc544 \uac70\ub798\uc5d0\uc11c \uc57d 159.15\uae4c\uc9c0 \uc62c\ub790\ub2e4. \ub2ec\ub7ec\ub294 \ud638\ub974\ubb34\uc988 \ud574\ud611\uacfc \uc911\ub3d9 \uc804\ubc18\uc758 \uae34\uc7a5\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uc9c0\uc9c0\ub97c \ubc1b\uc558\ub2e4. \uc2dc\uc7a5\uc740 \uae08\uc694\uc77c \ub2a6\uac8c \ubc1c\ud45c\ub418\ub294 \ubbf8\uad6d 3\uc6d4 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218\u00b7\uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub3c4 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n
\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc740 \ud654\uc694\uc77c, \uc774\ub780\uc774 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ub2e4\uc2dc \uc5f4\uba74 \u201c2\uc8fc \ub3d9\uc548 \uc774\ub780\uc5d0 \ub300\ud55c \ud3ed\uaca9\uacfc \uacf5\uaca9\uc744 \uc911\ub2e8\ud558\ub294 \ub370 \ub3d9\uc758\ud55c\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4. \uae08\uc694\uc77c\uc5d0\ub294 \uc774\ub780\uc774 \ud574\ub2f9 \uc218\ub85c\ub97c \ud1b5\ud55c \uc6d0\uc720 \uc6b4\uc1a1\uc744 \u201c\ub9e4\uc6b0 \ubd80\uc2e4\ud558\uac8c\u201d \ucc98\ub9ac\ud558\uace0 \uc788\ub2e4\uace0 \ube44\ud310\ud558\uba70, \ud734\uc804 \uc870\uac74\uc774 \uc9c0\ucf1c\uc9c0\uc9c0 \uc54a\uc73c\uba74 \ub300\uaddc\ubaa8 \uacf5\uaca9\uc744 \uba85\ub839\ud560 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n
\ubbf8\uad6d JD \ubc34\uc2a4 \ubd80\ud1b5\ub839\uacfc \uc2a4\ud2f0\ube0c \uc704\ud2b8\ucf54\ud504\u00b7\uc7ac\ub7ec\ub4dc \ucfe0\uc288\ub108 \ud2b9\uc0ac\ub294 \ud1a0\uc694\uc77c \ud30c\ud0a4\uc2a4\ud0c4\uc5d0\uc11c \uc774\ub780\uacfc\uc758 \uc7a5\uae30 \ud569\uc758 \uac00\ub2a5\uc131\uc744 \ub193\uace0 \ud611\uc758\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n
\uc77c\ubcf8\uc5d0\uc11c\ub294 \ub2e4\uce74\uc774\uce58 \uc0ac\ub098\uc5d0 \ucd1d\ub9ac\uac00 \ud574\uc0c1 \uc6b4\uc1a1 \ucc28\uc9c8 \uc18d \uacf5\uae09 \uc548\uc815\uc744 \uc704\ud574 5\uc6d4 \ucd08\ubd80\ud130 \uc57d 20\uc77c\ubd84\uc758 \ucd94\uac00 \ube44\ucd95\uc720(\uad6d\uac00\uac00 \ube44\uc0c1 \uc0c1\ud669\uc5d0 \ub300\ube44\ud574 \uc800\uc7a5\ud574 \ub454 \uc6d0\uc720)\ub97c \ubc29\ucd9c\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4.<\/p>\n
\uc2dc\uc7a5\uc740 4\uc6d4 \uc77c\ubcf8\uc740\ud589(BOJ\u00b7\uc77c\ubcf8 \uc911\uc559\uc740\ud589) \ud68c\uc758\uc5d0\uc11c \uae30\uc900\uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc5d4\ud654\uc5d0 \uc6b0\ud638\uc801\uc77c \uc218 \uc788\ub2e4. \uc2dc\ud2f0\ub9ac\uc11c\uce58\uc758 \ud6c4\uc9c0\ud0a4 \ub3c4\ubaa8\ud788\uc0ac(\ud1b0\uc624\ud788\uc0ac \ud6c4\uc9c0\ud0a4)\ub294 \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \ucd5c\ub300 70%\ub85c \ubd24\ub2e4.<\/p>\n
\uc5d4\ud654\ub294 \uc77c\ubcf8 \uacbd\uae30, \uc77c\ubcf8\uc740\ud589 \uc815\ucc45, \ubbf8\uad6d\uacfc \uc77c\ubcf8 \uad6d\ucc44 \uae08\ub9ac(\uad6d\ucc44 \uc218\uc775\ub960) \uaca9\ucc28\uc758 \uc601\ud5a5\uc744 \ubc1b\ub294\ub2e4. \ub610\ud55c \uc2dc\uc7a5\uc758 \uc704\ud5d8 \uc120\ud638(\ud22c\uc790\uc790\uac00 \uc704\ud5d8 \uc790\uc0b0\uc744 \uc5bc\ub9c8\ub098 \uc120\ud638\ud558\ub294\uc9c0) \ubcc0\ud654\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ud754\ub4e4\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n
USD\/JPY\uac00 159\ub97c \ub118\uc5b4\uc11c\uba74\uc11c \uc9c0\uc815\ud559\uc801 \ubd88\uc548\uc5d0 \ub530\ub978 \u2018\ub2ec\ub7ec \uc3e0\ub9bc\u2019\uc774 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. \uc774 \uae34\uc7a5\uc740 \uc720\uac00\ub97c \ub04c\uc5b4\uc62c\ub838\uace0, \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c(\ubbf8\ub798 \uc778\ub3c4 \uc2dc\uc810\uc744 \uc815\ud574 \uac70\ub798\ud558\ub294 \uc6d0\uc720 \uacc4\uc57d)\uc740 \ucd5c\uadfc 2\uc8fc\uac04 12% \uc774\uc0c1 \uae09\ub4f1\ud574 \ubc30\ub7f4\ub2f9 105\ub2ec\ub7ec \ubd80\uadfc\uae4c\uc9c0 \uc62c\ub77c \ub2ec\ub7ec\uc758 \ub9e4\ub825\uc744 \ub354\ud588\ub2e4. \ub2e4\ub9cc \uc774\ub7f0 \ud750\ub984\uc740 \uae30\ubcf8 \uc5ec\uac74(\uacbd\uc81c \ud380\ub354\uba58\ud138)\ubfd0 \uc544\ub2c8\ub77c \ub274\uc2a4\uc5d0 \ud06c\uac8c \uc88c\uc6b0\ub420 \uc218 \uc788\uc5b4 \uacbd\uacc4\uac00 \ud544\uc694\ud558\ub2e4.<\/p>\n
\ub2f9\uc7a5\uc758 \ud575\uc2ec\uc740 \uc624\ub298 \ub2a6\uac8c \ub098\uc62c \ubbf8\uad6d CPI\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uc740 \uadfc\uc6d0\ubb3c\uac00(\ubcc0\ub3d9\uc774 \ud070 \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0\ub97c \uc81c\uc678\ud55c \ubb3c\uac00)\uac00 \uc18c\ud3ed \ub454\ud654\ud558\ub294 \ucabd\uc774\uba70, \uc2e4\uc81c\ub85c \ud655\uc778\ub418\uba74 \ub2ec\ub7ec \uac15\uc138\uac00 \uc77c\ubd80 \uaebe\uc774\uace0 \ud658\uc728\uc774 \uace0\uc810\uc5d0\uc11c \ube60\ub974\uac8c \ub418\ub3cc\ub9b4 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \ubb3c\uac00\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\uc624\uba74 \uc5f0\uc900(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc774 \ub354 \uac15\ud558\uac8c \uae34\ucd95\ud560 \uac83\uc774\ub77c\ub294 \uae30\ub300(\ub9e4\ud30c\uc801 \uc804\ub9dd\u00b7\uae08\ub9ac \uc778\uc0c1\uc5d0 \uc801\uadf9\uc801\uc77c \uac83\uc774\ub780 \uad00\uce21)\uac00 \ucee4\uc9c0\uba70 160\uc120 \uc2dc\ub3c4\uac00 \ub098\uc62c \uc218 \uc788\ub2e4.<\/p>\n
4\uc6d4 \uc77c\ubcf8\uc740\ud589 \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc774 \uc0c1\ub2f9\ud574 \uc5d4\ud654 \uc57d\uc138\uc5d0 \uc81c\ub3d9\uc744 \uac78 \uc218 \uc788\ub2e4. 2024\ub144 3\uc6d4 \uc77c\ubcf8\uc740\ud589\uc774 \ub9c8\uc774\ub108\uc2a4 \uae08\ub9ac \uc815\ucc45(\uc740\ud589\uc774 \uc911\uc559\uc740\ud589\uc5d0 \ub3c8\uc744 \ub9e1\uae30\uba74 \uc774\uc790\ub97c \ubc1b\ub294 \ub300\uc2e0 \ube44\uc6a9\uc744 \ub0b4\uac8c \ud558\ub294 \uc815\ucc45)\uc5d0\uc11c \ubc97\uc5b4\ub09c \ub4a4 \uc5d4\ud654\uac00 \uac15\ud574\uc84c\ub358 \ud750\ub984\uc744 \ub5a0\uc62c\ub9b4 \ub9cc\ud558\ub2e4. \ub450 \ubc88\uc9f8 \uc778\uc0c1\uc740 \uc774 \ud750\ub984\uc744 \ub354 \ube60\ub974\uac8c \ub9cc\ub4e4 \uc218 \uc788\uace0, USD\/JPY\uc758 \uae09\uaca9\ud55c \ud558\ub77d \uc870\uc815\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n
\uc774 \uacbd\uc6b0 \ubbf8\uad6d\u00b7\uc77c\ubcf8 \uae08\ub9ac \uaca9\ucc28\uac00 \ud575\uc2ec \ubcc0\uc218\ub2e4. \ubbf8\uad6d 10\ub144 \uad6d\ucc44\uc640 \uc77c\ubcf8 10\ub144 \uad6d\ucc44 \uae08\ub9ac \ucc28\uc774\ub294 \ud604\uc7ac \uc57d 380bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b70.01%\ud3ec\uc778\ud2b8)\ub85c, \uacfc\uac70\uc5d0\ub3c4 \ub2ec\ub7ec \uac15\uc138\ub97c \ub4b7\ubc1b\uce68\ud574\uc628 \uc218\uc900\uc774\ub2e4. \uc77c\ubcf8\uc740\ud589\uc774 \uae08\ub9ac\ub97c \uc62c\ub9ac\uba74 \uc774 \uaca9\ucc28\uac00 \uc904\uc5b4\ub4e4\uae30 \uc2dc\uc791\ud574, \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 USD\/JPY \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \ud48b\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac\ub97c \uc0ac\ub294 \uc635\uc158) \uac19\uc740 \uc804\ub7b5\uc758 \ub9e4\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n
\uc9c0\uc815\ud559\uacfc \ud1b5\ud654\uc815\ucc45\uc774 \ub9de\uc11c\ub294 \uad6c\ub3c4\uc5d0\uc11c \ud575\uc2ec\uc740 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4)\uc774\ub2e4. Cboe\uc758 USD\/JPY \ubcc0\ub3d9\uc131 \uc9c0\uc218(JYVIX\u00b7\uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \ubcc0\ub3d9\uc131 \uc218\uc900)\ub294 2025\ub144 \ub9d0 \uc2dc\uc7a5 \ubd88\uc548 \uc774\ud6c4 \uac00\uc7a5 \ub192\uc740 \uc218\uc900\uae4c\uc9c0 \uc62c\ub790\ub2e4. \ubc29\ud5a5\uc744 \ud655\uc2e0\ud558\uae30 \uc5b4\ub835\uc9c0\ub9cc \ud070 \ubcc0\ub3d9\uc744 \uc608\uc0c1\ud55c\ub2e4\uba74, \uc591\ubc29\ud5a5\uc5d0 \ub300\ube44\ud558\ub294 \ubcc0\ub3d9\uc131 \ub9e4\uc218 \uc804\ub7b5(\uc2a4\ud2b8\ub798\ub4e4\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\u00b7\ud48b \ub3d9\uc2dc \ub9e4\uc218, \uc2a4\ud2b8\ub7ad\uae00\u00b7\uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\u00b7\ud48b \ub3d9\uc2dc \ub9e4\uc218)\uc774 \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u201c159\uc5d4 \ub6ab\uc5c8\ub2e4\u201d \ub2ec\ub7ec\/\uc5d4, \uc911\ub3d9 \uae34\uc7a5\u00b7\uc720\uac00 \uae09\ub4f1\uc5d0 \ub2ec\ub7ec \uc3e0\ub9bc. \ud2b8\ub7fc\ud504 \ubc1c\uc5b8 \ubcc0\uc218 \uc18d \ubbf8\uad6d CPI\uac00 \ubd84\uc218\ub839: \ub192\uc73c\uba74 160 \uc2dc\ud5d8, \ub454\ud654\uba74 \ub418\ub3cc\ub9bc. BOJ \uc778\uc0c1 \uae30\ub300\u00b7\uae08\ub9ac\uaca9\ucc28 \ucd95\uc18c\uac00 \uc5d4\ud654 \ubc18\uaca9.<\/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-44347","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\/44347","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=44347"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44347\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44347"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44347"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44347"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}