{"id":44366,"date":"2026-04-10T11:23:11","date_gmt":"2026-04-10T11:23:11","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%a4%91%eb%8f%99-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0-%ec%86%8d%ec%97%90-gbp-jpy-5%ea%b1%b0%eb%9e%98%ec%9d%bc-%ec%97%b0%ec%86%8d-%ec%83%81%ec%8a%b92%ea%b0%9c%ec%9b%94%eb%9e%98-%ec%b5%9c\/"},"modified":"2026-04-10T11:23:11","modified_gmt":"2026-04-10T11:23:11","slug":"%ec%a4%91%eb%8f%99-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0-%ec%86%8d%ec%97%90-gbp-jpy-5%ea%b1%b0%eb%9e%98%ec%9d%bc-%ec%97%b0%ec%86%8d-%ec%83%81%ec%8a%b92%ea%b0%9c%ec%9b%94%eb%9e%98-%ec%b5%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a4%91%eb%8f%99-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0-%ec%86%8d%ec%97%90-gbp-jpy-5%ea%b1%b0%eb%9e%98%ec%9d%bc-%ec%97%b0%ec%86%8d-%ec%83%81%ec%8a%b92%ea%b0%9c%ec%9b%94%eb%9e%98-%ec%b5%9c\/","title":{"rendered":"\uc911\ub3d9 \uae34\uc7a5 \uace0\uc870 \uc18d\uc5d0 GBP\/JPY, 5\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\u20262\uac1c\uc6d4\ub798 \ucd5c\uace0\uce58 \uacbd\uc2e0\ud558\uba70 214.00 \uadfc\uc811"},"content":{"rendered":"

\ud30c\uc6b4\ub4dc\/\uc5d4(GBP\/JPY)\uc740 \uae08\uc694\uc77c \uc720\ub7fd\uc7a5 \ucd08\ubc18 5\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\ud574 2\uac1c\uc6d4\ub798 \uace0\uc810\uc778 213.85 \ubd80\uadfc\uae4c\uc9c0 \uc62c\ub790\ub2e4. \uc8fc\uac04 \uae30\uc900\uc73c\ub85c\ub3c4 \ud070 \ud3ed\uc758 \uc0c1\uc2b9\uc774 \uc608\uc0c1\ub410\ub2e4.<\/p>\n

\uc77c\ubcf8 \uc5d4\ud654\ub294 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \ubd88\uc548\uc815 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uc57d\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. \uc774\ub780\uc740 \uc774\uc2a4\ub77c\uc5d8\uc758 \ub808\ubc14\ub17c \uacf5\uaca9 \uc774\ud6c4 \ud574\ub2f9 \ud56d\ub85c\uc758 \ud1b5\ud589\uc744 \ub2e4\uc2dc \ud1b5\uc81c\ud588\uc73c\uba70, \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504\ub294 \uc774\ub780\uacfc\uc758 \ud569\uc758\uac00 \ubb34\uc0b0\ub420 \uacbd\uc6b0 \ucd94\uac00 \ud0c0\uaca9\uc744 \uacbd\uace0\ud588\ub2e4.<\/p>\n

Strait Of Hormuz Risk And Japan Energy Exposure<\/h3>\n

\uc77c\ubcf8 \uc6d0\uc720 \uc218\uc785\uc758 \uc57d 90%\uac00 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\uacfc\ud55c\ub2e4. \ud1b5\ud56d \ucc28\uc9c8\uc774 \uc774\uc5b4\uc9c8 \uacbd\uc6b0 \uc77c\ubcf8 \uacbd\uc81c\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ucee4\uc84c\ub2e4.<\/p>\n

\ubca0\ub0d0\ubbfc \ub124\ud0c0\ub0d0\ud6c4\ub294 \uac00\ub2a5\ud55c \ud55c \ube68\ub9ac \ub808\ubc14\ub17c\uacfc \uc9c1\uc811 \ud611\uc0c1\uc744 \uc2dc\uc791\ud558\ub77c\uace0 \uad00\uacc4\uc790\ub4e4\uc5d0\uac8c \uc9c0\uc2dc\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ubbf8\uad6d \uad6d\ubb34\ubd80 \uad00\uacc4\uc790\ub294 \ub808\ubc14\ub17c-\uc774\uc2a4\ub77c\uc5d8 \ud611\uc0c1\uc774 \ub2e4\uc74c \uc8fc \uc6cc\uc2f1\ud134DC\uc5d0\uc11c \uc5f4\ub9b4 \uac83\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\ubbf8\uad6d-\uc774\ub780 \ud611\uc0c1\uc740 \uae08\uc694\uc77c \ubc24 \ub2a6\uac8c\ubd80\ud130 \ud1a0\uc694\uc77c \uc0ac\uc774 \ub2e8\uacc4\uc801\uc73c\ub85c \uc9c4\ud589\ub420 \uc608\uc815\uc774\uc5c8\ub2e4. \ud734\uc804 \uae30\ub300\ub294 \uc720\uac00 \uc0c1\uc2b9\uc744 \uc81c\ud55c\ud588\uace0, \uc5d4\ud654\uc5d0 \ub300\ud55c \uc555\ubc15\ub3c4 \ub2e4\uc18c \uc644\ud654\ud588\ub2e4.<\/p>\n

\ub2ec\ub7ec \uac15\uc138\ub294 \ud30c\uc6b4\ub4dc\ud654\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud574 GBP\/JPY\uc758 \ucd94\uac00 \uc0c1\uc2b9\uc744 \uc81c\ud55c\ud588\ub2e4. \ub2e4\ub9cc \uc804\ubc18\uc801\uc778 \uc0c1\uc2b9 \ud750\ub984\uc740 \uc720\uc9c0\ub410\uace0, \ub418\ub3cc\ub9bc(\ub2e8\uae30 \ud558\ub77d)\uc740 \uc81c\ud55c\uc801\uc774\ub77c\ub294 \uc2dc\uac01\uc774 \uc774\uc5b4\uc84c\ub2e4.<\/p>\n

Carry Trade Tailwinds And Positioning<\/h3>\n

4\uc6d4 10\uc77c 08:14 GMT \uae30\uc900 \uc815\uc815: \u20181\uac1c\uc6d4\ub798 \uace0\uc810 133.85\u2019\uac00 \uc544\ub2c8\ub77c \u20182\uac1c\uc6d4\ub798 \uace0\uc810 213.85\u2019\ub2e4.<\/p>\n

\uc5d4\ud654 \uc57d\uc138\uc758 \ud575\uc2ec \uc694\uc778\uc740 \uae08\ub9ac \uaca9\ucc28\ub2e4. \uc601\uad6d \uc911\uc559\uc740\ud589(BOE)\uc740 \ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158) \uc5b5\uc81c\ub97c \uc704\ud574 \uae30\uc900\uae08\ub9ac\ub97c 5.5%\ub85c \uc720\uc9c0\ud558\ub294 \ubc18\uba74, \uc77c\ubcf8\uc740\ud589(BOJ)\uc740 \uae30\uc900\uae08\ub9ac\ub97c 0.1% \uc218\uc900\uc73c\ub85c \uc62c\ub9ac\ub294 \ub370 \uadf8\uccd0 \uc5d4\ud654 \ubc29\uc5b4 \ud6a8\uacfc\uac00 \ud06c\uc9c0 \uc54a\ub2e4. \uc774\ucc98\ub7fc \uae08\ub9ac \ucc28\uac00 \ud070 \ud658\uacbd\uc5d0\uc11c\ub294 \uae08\ub9ac\uac00 \ub192\uc740 \ud1b5\ud654\ub97c \uc0ac\uc11c \uae08\ub9ac\uac00 \ub0ae\uc740 \ud1b5\ud654\ub97c \ud30c\ub294 \u2018\uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(carry trade, \uae08\ub9ac \ucc28\uc5d0\uc11c \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uac70\ub798)\u2019\uac00 \uc720\ub9ac\ud574 GBP\/JPY \ub9e4\uc218(\ub871) \ud3ec\uc9c0\uc158 \uc120\ud638\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n

\uc9c0\uc815\ud559\uc801 \uc704\ud5d8\ub3c4 \uc5d4\ud654\uc758 \ucde8\uc57d \uc694\uc778\uc73c\ub85c \uaf3d\ud78c\ub2e4. \uc77c\ubcf8\uc740 \uc911\ub3d9\uc0b0 \uc6d0\uc720 \uc758\uc874\ub3c4\uac00 \ub192\uc544 \uae34\uc7a5 \uace0\uc870 \uc2dc \uc5d0\ub108\uc9c0 \ube44\uc6a9\uacfc \ubb34\uc5ed\uc218\uc9c0\uc5d0 \ubd88\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \uc774 \uacbd\uc6b0 \uc5d4\ud654\uac00 \uae09\ud558\uac8c \uc57d\uc138\ub85c \uc6c0\uc9c1\uc774\uba70(\ube60\ub974\uac8c \ub9e4\ub3c4\ub418\ub294 \ud750\ub984) \ud658\uc728 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n

\uc0c1\uc2b9 \ucd94\uc138\uac00 \uc774\uc5b4\uc9c0\ub294 \ub9cc\ud07c, \uc2dc\uc7a5\uc5d0\uc11c\ub294 GBP\/JPY\uc758 \uc870\uc815 \uc2dc\uc810\uc744 \ucd94\uac00 \uc0c1\uc2b9\uc744 \ub178\ub9b0 \uc9c4\uc785 \uae30\ud68c\ub85c \ubcf4\ub294 \uc811\uadfc\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \ubd84\uc11d\ub3c4 \ub098\uc628\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \u2018\ucf5c\uc635\uc158(call option, \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\u2019 \ub9e4\uc218\ub098 \u2018\ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread, \ub0ae\uc740 \ud589\uc0ac\uac00 \ucf5c\uc744 \uc0ac\uace0 \ub192\uc740 \ud589\uc0ac\uac00 \ucf5c\uc744 \ud30c\ub294 \ubc29\uc2dd\uc73c\ub85c \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc904\uc774\uba70 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\u2019\ub294 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \ub178\ub9ac\uba74\uc11c \uc190\uc2e4 \ubc94\uc704\ub97c \uc77c\uc815 \uc218\uc900\uc73c\ub85c \uc81c\ud55c(\ub9ac\uc2a4\ud06c\ub97c \ubbf8\ub9ac \uc815\ud568)\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\uc5d4\ud654 \uc5b4\ub514\uae4c\uc9c0 \ubc00\ub9ac\ub098\u201d GBP\/JPY 5\uc77c \uc5f0\uc18d \uc0c1\uc2b9, 2\uac1c\uc6d4 \uace0\uc810 213.85. \ud638\ub974\ubb34\uc988 \ub9ac\uc2a4\ud06c\u00b7\uc77c\ubcf8 \uc5d0\ub108\uc9c0 \ub178\ucd9c\uc5d0 \uc5d4 \uc57d\uc138, BOE-BOJ \uae08\ub9ac\ucc28\ub85c \uce90\ub9ac \uc120\ud638 \uc9c0\uc18d.<\/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-44366","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\/44366","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=44366"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44366\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}