{"id":44569,"date":"2026-04-14T05:20:35","date_gmt":"2026-04-14T05:20:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/3%ec%9b%94-%ed%98%b8%ec%a3%bc-nab-%ea%b8%b0%ec%97%85%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98-%ec%a0%84%ec%9b%94-1%ec%97%90%ec%84%9c-29%eb%a1%9c-%ea%b8%89%eb%9d%bd\/"},"modified":"2026-04-14T05:20:35","modified_gmt":"2026-04-14T05:20:35","slug":"3%ec%9b%94-%ed%98%b8%ec%a3%bc-nab-%ea%b8%b0%ec%97%85%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98-%ec%a0%84%ec%9b%94-1%ec%97%90%ec%84%9c-29%eb%a1%9c-%ea%b8%89%eb%9d%bd","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/3%ec%9b%94-%ed%98%b8%ec%a3%bc-nab-%ea%b8%b0%ec%97%85%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98-%ec%a0%84%ec%9b%94-1%ec%97%90%ec%84%9c-29%eb%a1%9c-%ea%b8%89%eb%9d%bd\/","title":{"rendered":"3\uc6d4 \ud638\uc8fc NAB \uae30\uc5c5\uc2e0\ub8b0\uc9c0\uc218, \uc804\uc6d4 -1\uc5d0\uc11c -29\ub85c \uae09\ub77d"},"content":{"rendered":"<p>\ud638\uc8fc \ub0b4\uc154\ub110\uc624\uc2a4\ud2b8\ub808\uc77c\ub9ac\uc544\uc740\ud589(NAB)\uc740 3\uc6d4 \uae30\uc5c5\uc2e0\ub8b0\uc9c0\uc218(business confidence index)\ub97c -29\ub85c \ubc1c\ud45c\ud588\ub2e4. \uc9c1\uc804 \uc218\uce58\ub294 -1\uc774\uc5c8\ub2e4.<\/p>\n<p>\uae30\uc5c5\uc2e0\ub8b0\uc9c0\uc218\uac00 -1\uc5d0\uc11c -29\ub85c \uae09\ub77d\ud55c \uac83\uc740 \uc2dc\uc7a5\uc5d0 \ud070 \ucda9\uaca9\uc73c\ub85c, \uae30\uc5c5\ub4e4\uc758 \uacbd\uae30 \uc804\ub9dd\uc774 \uae09\uaca9\ud788 \ub098\ube60\uc84c\uc74c\uc744 \ub73b\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud638\uc8fc \uc99d\uc2dc \ub300\ud45c\uc9c0\uc218\uc778 ASX 200\uc5d0 \ud558\ub77d \uc555\ub825\uc774 \ucee4\uc9c8 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. ASX 200 \uc9c0\uc218\uc5d0 \ub300\ud55c \ud48b\uc635\uc158(\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158) \ub9e4\uc218\ub098, \uc120\ubb3c\uacc4\uc57d\uc744 \ud65c\uc6a9\ud55c \uc20f \ud3ec\uc9c0\uc158(\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \ub9e4\ub3c4 \ud3ec\uc9c0\uc158) \uc804\ub7b5\uc774 \ud5a5\ud6c4 \uc218\uc8fc\uac04 \uc720\ud6a8\ud560 \uc218 \uc788\ub2e4. \uc774\ubc88 \uc9c0\ud45c\ub294 \uae30\uc5c5\ub4e4\uc774 \ud22c\uc790\uc640 \ucc44\uc6a9 \uacc4\ud68d\uc744 \ubbf8\ub8e8\uac70\ub098 \uc904\uc77c \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud558\uba70, \uc774\ub294 \ud5a5\ud6c4 \uc2e4\uc801(\uc774\uc775) \uc804\ub9dd\uc5d0 \uc9c1\uc811 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n<h3>Rate Cut Odds Increase<\/h3>\n<p>\uc774\ucc98\ub7fc \uc2ec\ub9ac\uac00 \uae09\uaca9\ud788 \uc545\ud654\ub418\uba74 \uacbd\uae30 \ubd80\uc591\uc744 \uc704\ud574 \ud638\uc8fc\uc911\uc559\uc740\ud589(RBA)\uc774 \uae30\uc900\uae08\ub9ac\ub97c \uc778\ud558\ud560 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4\ub2e4. \uadf8 \uacb0\uacfc \ud638\uc8fc\ub2ec\ub7ec(AUD)\ub294 \ub2ec\ub7ec(USD) \ub4f1 \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \uc57d\uc138 \uc555\ub825\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4. \uc774\ub7f0 \uc804\ub9dd\uc740 \ucd5c\uadfc \ubd84\uae30 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI, \uc18c\ube44\uc790 \ubb3c\uac00 \ubcc0\ub3d9\ub960)\ub3c4 \ub4b7\ubc1b\uce68\ud55c\ub2e4. CPI\ub294 2.8%\ub85c \ubc1c\ud45c\ub3fc RBA\uc758 \ubaa9\ud45c \ubc94\uc704(target band\u00b7\uc911\uc559\uc740\ud589\uc774 \ubb3c\uac00\ub97c \uad00\ub9ac\ud558\ub824\ub294 \ubaa9\ud45c \uad6c\uac04) \uc544\ub798\ub85c \ub0b4\ub824\uc624\uba74\uc11c, RBA\uac00 \uae08\ub9ac\ub97c \uc6c0\uc9c1\uc77c \uc5ec\uc9c0\ub97c \ub113\ud614\ub2e4.<\/p>\n<p>\uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \ub098\uc05c \uc9c0\ud45c\uac00 \ub098\uc624\uba74, \ud604\uc7ac \ub0ae\uc740 \uc218\uc900\uc5d0 \uba38\ubb3c\ub358 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \uae09\ub4f1\ud560 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ubcc0\ub3d9\uc131 \uc9c0\ud45c\uc778 A-VIX(\ud638\uc8fc \uc8fc\uc2dd\uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc744 \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218) \ucf5c\uc635\uc158(\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158) \ub9e4\uc218\ub098, \uc2a4\ud2b8\ub798\ub4e4(straddle\u00b7\uac19\uc740 \ub9cc\uae30\/\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc11c \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uc744 \uace0\ub824\ud560 \ub9cc\ud558\ub2e4. \uc2dc\uc7a5\uc740 \uc774\ub807\uac8c \ubd80\uc9c4\ud55c \uc218\uce58\ub97c \ucda9\ubd84\ud788 \ubc18\uc601\ud558\uc9c0 \ubabb\ud588\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\uba70, \uc704\ud5d8 \uc7ac\ud3c9\uac00(repricing\u00b7\uc790\uc0b0 \uac00\uaca9\uc744 \uc0c8 \uc815\ubcf4\uc5d0 \ub9de\ucdb0 \ub2e4\uc2dc \ub9e4\uae30\ub294 \uacfc\uc815)\ub294 \uae09\uaca9\ud558\uac8c \uc9c4\ud589\ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc774 \uc218\uce58\ub294 2025\ub144 \ub9d0 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uc555\ub825\uc774 \uc9c4\uc815\ub418\ub294 \ub4ef\ud588\ub358 \uc870\uc2ec\uc2a4\ub7ec\uc6b4 \ub099\uad00\ub860\uc5d0\uc11c \ub69c\ub837\ud558\uac8c \ub3cc\uc544\uc120 \uc2e0\ud638\ub2e4. \ud604\uc7ac\uc758 \uc2e0\ub8b0\uc9c0\uc218 \uc218\uc900\uc740 2020\ub144 \ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \ucd08\uae30\uc758 \uacbd\uc81c \ucda9\uaca9 \uc774\ud6c4 \ubcf4\uae30 \uc5b4\ub824\uc6e0\ub358 \uac15\ub3c4\uc758 \ube44\uad00\ub860\uc5d0 \uac00\uae5d\ub2e4. \ub2f9\uc2dc \uc2dc\uc7a5\uc740 \uc815\ucc45 \uc9c0\uc6d0\uc774 \ubcf8\uaca9\ud654\ub418\uae30 \uc804\uae4c\uc9c0 \ube60\ub974\uace0 \ud070 \ud3ed\uc758 \uc870\uc815(\uac00\uaca9 \ud558\ub77d)\uc744 \uacaa\uc5c8\ub2e4.<\/p>\n<p>\uc774\ubc88 \uacb0\uacfc\ub294 \ucd5c\uadfc \ub178\ub3d9\ub825 \uc870\uc0ac(labour force data\u00b7\uace0\uc6a9\/\uc2e4\uc5c5 \ub4f1 \ub178\ub3d9\uc2dc\uc7a5 \uc9c0\ud45c)\uc5d0\uc11c \uc2e4\uc5c5\ub960\uc774 4.5%\ub85c \uc0c1\uc2b9\ud55c \ud750\ub984\uacfc\ub3c4 \ub9de\ubb3c\ub9b0\ub2e4. \uc774\ub294 \uacbd\uae30 \uc57d\ud654\uac00 \uc77c\ubd80\uc5d0 \uadf8\uce58\uc9c0 \uc54a\uace0 \uc804\ubc18\uc73c\ub85c \ud655\uc0b0\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uacbd\uae30\ubcc0\ub3d9\uc5d0 \ubbfc\uac10\ud55c \uacbd\uae30\ubbfc\uac10\uc8fc(cyclical sectors)\uc778 \uc784\uc758\uc18c\ube44\uc7ac(consumer discretionary\u00b7\uc18c\ub4dd\uc774 \ub298 \ub54c \uc18c\ube44\uac00 \ub298\uace0 \uacbd\uae30 \ub454\ud654 \uc2dc \uc18c\ube44\uac00 \uc904\uae30 \uc26c\uc6b4 \uc5c5\uc885)\uc640 \uae08\uc735(financials\u00b7\uc740\ud589\/\ubcf4\ud5d8 \ub4f1)\uc740 \ud2b9\ud788 \uc8fc\uc758\uac00 \ud544\uc694\ud558\ub2e4. \ubc18\uba74 \ud5ec\uc2a4\ucf00\uc5b4\uc640 \uc720\ud2f8\ub9ac\ud2f0(utilities\u00b7\uc804\uae30\/\uac00\uc2a4\/\uc218\ub3c4 \ub4f1 \ud544\uc218 \uacf5\uacf5\uc11c\ube44\uc2a4)\ub294 \ubc29\uc5b4\uc8fc(defensive\u00b7\uacbd\uae30 \ubcc0\ub3d9\uc5d0 \uc0c1\ub300\uc801\uc73c\ub85c \ub35c \ud754\ub4e4\ub9ac\ub294 \uc5c5\uc885)\ub85c\uc11c \ube44\uad50\uc801 \ubc29\uc5b4\ub825\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4.<\/p>\n<h3>Positioning And Sector Rotation<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>NAB 3\uc6d4 \uae30\uc5c5\uc2e0\ub8b0 -29\ub85c \uae09\ub77d(-1\u2192-29) \ucda9\uaca9. ASX200 \ud558\ubc29 \uc555\ub825\u00b7\ud48b\/\uc20f \uc720\ud6a8. RBA \uae08\ub9ac\uc778\ud558 \uae30\ub300\u2191\ub85c AUD \uc57d\uc138 \uac00\ub2a5, A-VIX\u00b7\uc2a4\ud2b8\ub798\ub4e4\ub85c \ubcc0\ub3d9\uc131 \uc7a5\uc138 \ub300\ube44.<\/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-44569","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\/44569","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=44569"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44569\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44569"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44569"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}