\ub2e4\uc6b0\uc874\uc2a4 \uc120\ubb3c\uc740 \ud654\uc694\uc77c \uc720\ub7fd \uac70\ub798 \uc2dc\uac04\ub300\uc5d0 0.12% \uc0c1\uc2b9\ud55c 4\ub9cc8,500\uc120 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. S&P 500 \uc120\ubb3c\uacfc \ub098\uc2a4\ub2e5100 \uc120\ubb3c\uc740 \uac01\uac01 0.16%, 0.28% \uc62c\ub77c 6,930\uc120\uacfc 2\ub9cc5,600\uc120 \ubd80\uadfc\uc744 \ub098\ud0c0\ub0c8\ub2e4. <\/p>\n
\ubbf8\uad6d \uc8fc\uac00\uc9c0\uc218 \uc120\ubb3c\uc740 \uc6d4\uc694\uc77c \ub274\uc695 \uc99d\uc2dc \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uac14\ub2e4. \ub2e4\uc6b0\uc874\uc2a4\uc9c0\uc218\ub294 0.63% \uc62c\ub790\uace0, S&P 500\uacfc \ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218\ub294 \uac01\uac01 1.02%, 1.23% \uc0c1\uc2b9\ud588\ub2e4. <\/p>\n
\uc720\uac00(\uc6d0\uc720 \uac00\uaca9) \ud558\ub77d\uc774 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uc6b0\ub824\ub97c \ub204\uadf8\ub7ec\ub728\ub9ac\uba70 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1 \ub4f1\uc73c\ub85c \uacbd\uae30\ub97c \uc2dd\ud788\ub294 \uc815\ucc45) \uac15\ud654 \uc804\ub9dd\ub3c4 \uc57d\ud574\uc84c\ub2e4. \uc5f0\uc900 \uc774\uc0ac\uc778 \uc2a4\ud2f0\ube10 \ubbf8\ub780\uc740 \uc774\ub780 \uad00\ub828 \uc5d0\ub108\uc9c0 \ucda9\uaca9\uc774 \uc7a5\uae30 \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300(\uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc774\ub77c\ub294 \uc2dc\uc7a5\uc758 \uc608\uc0c1)\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \uc54a\uc558\ub2e4\uace0 \ub9d0\ud588\uace0, \ubb3c\uac00 \uc555\ub825\uc774 1\ub144 \uc548\uc5d0 \ubaa9\ud45c\uce58(\uc5f0\uc900\uc774 \uc911\uc2dc\ud558\ub294 \ubb3c\uac00 \ubaa9\ud45c \uc218\uc900)\ub85c \ub3cc\uc544\uac08 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. <\/p>\n
\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc740 \uc774\ub780\uc774 \uc811\ucd09\ud574\uc654\uace0 \ud611\uc0c1 \uc7ac\uac1c\ub97c \uc6d0\ud55c\ub2e4\uace0 \ubc1d\ud614\ub2e4. JD \ubc34\uc2a4 \ubd80\ud1b5\ub839\uc740 \uc678\uad50\uc801 \ub178\ub825\uc774 \uc9c4\ud589 \uc911\uc774\ub77c\uace0 \uc5b8\uae09\ud558\uba70 \uc8fc\ub9d0 \ub300\ud654\uac00 \uac74\uc124\uc801\uc774\uc5c8\uace0 \uc774\ub780\uc758 \uc785\uc7a5 \uc774\ud574\uac00 \uac1c\uc120\ub410\ub2e4\uace0 \ub9d0\ud588\ub2e4. <\/p>\n
\uc2a4\ucf67 \ubca0\uc120\ud2b8 \ubbf8\uad6d \uc7ac\ubb34\uc7a5\uad00\uc740 \ud654\uc694\uc77c \uc138\ub9c8\ud3ec(Semafor)\uc640\uc758 \uc778\ud130\ubdf0\uc5d0\uc11c \uae08\ub9ac \uc778\ud558(\uae30\uc900\uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \uc870\uce58) \uc804\uc5d0\ub294 \u201c\uc9c0\ucf1c\ubd10\uc57c \ud55c\ub2e4(wait and see)\u201d\uace0 \ub9d0\ud588\ub2e4. \uadf8\ub294 \ucd5c\uadfc\uc758 \ubb3c\uac00 \uc0c1\uc2b9\uc774 \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300\uc5d0 \u2018\uace0\ucc29\ud654\u2019(\ub192\uc740 \ubb3c\uac00 \uc804\ub9dd\uc774 \uc2dc\uc7a5\uc5d0 \uad73\uc5b4\uc9c0\ub294 \ud604\uc0c1)\ub418\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \uc790\uc2e0\ud588\ub2e4. <\/p>\n
\uc2dc\uc7a5 \uad00\uc2ec\uc740 JPMorgan Chase, Wells Fargo \ub4f1 \uc8fc\uc694 \uc740\ud589 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\ub3c4 \uc3e0\ub824 \uc788\ub2e4. \uace8\ub4dc\ub9cc\uc0ad\uc2a4\ub294 \uc6d4\uc694\uc77c \ucc44\uad8c\u00b7\uc678\ud658\u00b7\uc6d0\uc790\uc7ac(FICC) \ud2b8\ub808\uc774\ub529(\ub9e4\ub9e4) \ubd80\ubb38 \ub9e4\ucd9c\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uc5d0 \ubabb \ubbf8\uce58\uba74\uc11c 2% \uac00\uae4c\uc774 \ud558\ub77d\ud588\ub2e4. <\/p>\n
\ubbf8\uad6d\uacfc \uc774\ub780 \uac04 \uac08\ub4f1\uc774 \ub354 \ud070 \ucda9\ub3cc\ub85c \ubc88\uc9c8 \u2018\ub2e8\uae30 \uc704\ud5d8\u2019\uc774 \uc57d\ud574\uc9c0\ub294 \ubd84\uc704\uae30\uc778 \ub9cc\ud07c, \ubcc0\ub3d9\uc131 \uc77c\ubd80\ub97c \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. \uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uc2dc\uc7a5\uc774 \ubc18\uc601\ud558\ub294 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc778 \u2018\ub0b4\uc7ac\ubcc0\ub3d9\uc131\u2019\uc740 \ubcc0\ub3d9\uc131\uc9c0\uc218 VIX\ub85c \ub300\ud45c\uc801\uc73c\ub85c \uce21\uc815\ub418\uba70, \ucd08\uae30 \uae34\uc7a5 \uad6d\uba74\uc5d0\uc11c \uc0c1\uc2b9\ud588\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\ub7f0 \uc9c0\uc815\ud559\uc801 \ubd88\uc548 \ub54c VIX\uac00 20\uc744 \uc6c3\ub3c8 \uc801\uc774 \uc788\uc5c8\ub294\ub370, \uae34\uc7a5 \uc644\ud654(\ub514\uc5d0\uc2a4\uceec\ub808\uc774\uc158) \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\uba74 VIX\uac00 \ub2e4\uc2dc 10\ub300 \uc911\ubc18\uc73c\ub85c \ub0ae\uc544\uc9c8 \uc218 \uc788\ub2e4. \uc774 \uacbd\uc6b0 SPX(S&P 500 \uc9c0\uc218)\uc5d0\uc11c \ud06c\ub808\ub527 \uc2a4\ud504\ub808\ub4dc(\ucf5c\u00b7\ud48b \uc635\uc158\uc744 \uc870\ud569\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc635\uc158 \ub9e4\ub3c4\ud615 \uc804\ub7b5) \uac19\uc740 \uc804\ub7b5\uc758 \ub9e4\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. <\/p>\n
\uc911\ub3d9 \uae34\uc7a5 \uc644\ud654\uc758 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc740 \uc6d0\uc720\uc5d0 \ub098\ud0c0\ub09c\ub2e4. \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uc720\uac00 \ud558\ub77d\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc158(\ud22c\uc790 \ubc29\ud5a5)\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \ucd5c\uadfc \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc5d0 \ub530\ub978 \u2018\ubd84\uc7c1 \ud504\ub9ac\ubbf8\uc5c4\u2019(\uc804\uc7c1\u00b7\ubd88\uc548\uc73c\ub85c \ubd99\ub294 \ucd94\uac00 \uac00\uaca9 \uc0c1\uc2b9\ubd84)\uc73c\ub85c \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec\uc120\uae4c\uc9c0 \uc62c\ub790\ub358 \uc720\uac00\ub294 80\ub2ec\ub7ec\ub300 \ucd08\ubc18\uc73c\ub85c \ub418\ub3cc\ub9b4 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc628\ub2e4. USO(United States Oil Fund\u00b7\uc6d0\uc720 \uac00\uaca9\uc744 \ucd94\uc885\ud558\ub3c4\ub85d \uc124\uacc4\ub41c ETF)\uc5d0 \ud48b\uc635\uc158(\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uac70\ub098, \uc6d0\uc720 \uc120\ubb3c(\ubbf8\ub798 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc744 \ub9e4\ub3c4\ud558\ub294 \ubc29\uc2dd\uc740 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4 \ud558\ub77d\uc744 \uac70\ub798\ud558\ub294 \ube44\uad50\uc801 \ub2e8\uc21c\ud55c \ubc29\ubc95\uc774\ub2e4. <\/p>\n
\uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\uac00 \uc644\ud654\ub418\ub294 \ud750\ub984\uc744 \uac10\uc548\ud558\uba74, \uc8fc\uc694 \uc9c0\uc218 \uc804\ubc18\uc5d0 \ub300\ud574 \uc870\uc2ec\uc2a4\ub7ec\uc6b4 \ub099\uad00(\uc0c1\uc2b9 \uc804\ub9dd)\uc744 \ucde8\ud560 \uc218 \uc788\ub2e4. \ub098\uc2a4\ub2e5\uc774 \uc0c1\uc2b9\uc744 \uc8fc\ub3c4\ud55c\ub2e4\ub294 \uc810\uc740 \uc704\ud5d8\uc790\uc0b0 \uc120\ud638(risk-on\u00b7\uc8fc\uc2dd \ub4f1 \uc704\ud5d8\uc790\uc0b0\uc73c\ub85c \uc790\uae08\uc774 \uc720\uc785\ub418\ub294 \ubd84\uc704\uae30)\uac00 \ub3cc\uc544\uc624\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, 2025\ub144 \ub0b4\ub0b4 \uc2dc\uc7a5\uc744 \ub20c\ub800\ub358 \uae08\ub9ac \uc778\uc0c1 \uc6b0\ub824\uc5d0\uc11c \ubc97\uc5b4\ub098\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4. QQQ(\ub098\uc2a4\ub2e5100\uc744 \ucd94\uc885\ud558\ub294 ETF)\uc5d0\uc11c\ub294 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ud589\uc0ac\uac00\uac00 \ub2e4\ub978 \ucf5c\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5) \ub9e4\uc218\ub85c \uc0c1\uc2b9\uc5d0 \ucc38\uc5ec\ud558\ub418, \uc8fc\uc694 \uc740\ud589 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uc704\ud5d8\uc744 \ubc94\uc704 \uc548\uc5d0 \ubb36\ub294 \uc811\uadfc\uc774 \uac00\ub2a5\ud558\ub2e4. <\/p>\n
\uae08\uc735 \uc139\ud130(\uae08\uc735\uc8fc \uc9d1\ub2e8)\uc5d0\uc11c \uc5c7\uac08\ub9b0 \uc2e0\ud638\uac00 \ub098\uc624\ub294 \ub9cc\ud07c, \uc740\ud589 \uc2e4\uc801 \uc2dc\uc98c\uc5d0\ub294 \ubcc4\ub3c4 \uc804\ub7b5\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc9c0\uc801\ub3c4 \uc788\ub2e4. \uace8\ub4dc\ub9cc\uc0ad\uc2a4\uc758 \ubd80\uc9c4\ud55c \ud2b8\ub808\uc774\ub529 \ub9e4\ucd9c\uc740 \uacbd\uace0 \uc2e0\ud638\uc77c \uc218 \uc788\uc9c0\ub9cc, JPMorgan\uc774 \uac15\ud55c \uc2e4\uc801\uc744 \ub0b4\uba74 \uc5c5\uc885 \ub0b4 \ubcc0\ub3d9\uc131(\uac00\uaca9 \ub4f1\ub77d)\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. XLF(Financial Select Sector SPDR Fund\u00b7\ubbf8\uad6d \uae08\uc735 \uc139\ud130 ETF) \uc635\uc158\uc744 \ud65c\uc6a9\ud55c \ub871 \uc2a4\ud2b8\ub798\ub4e4(\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ud070 \ubc29\ud5a5\uc131 \ubcc0\ub3d9\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\uc740 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc774 \ub098\uc624\uba74 \uc218\uc775 \uae30\ud68c\ub97c \uc81c\uacf5\ud55c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ub274\uc695\ubc1c \ud6c8\ud48d, \uc120\ubb3c\uc9c0\uc218 \ub3d9\ubc18 \uc0c1\uc2b9. \uc720\uac00 \ud558\ub77d\uc5d0 \uc778\ud50c\ub808\u00b7\uc5f0\uc900 \uae34\ucd95 \uc6b0\ub824 \uc644\ud654, \ubbf8\u00b7\uc774\ub780 \uae34\uc7a5\ub3c4 \uc9c4\uc815. VIX \ud558\ub77d \uac00\ub2a5\uc131\uc5d0 \ubcc0\ub3d9\uc131 \ub9e4\ub3c4\u00b7\uc6d0\uc720 \ud48b\u00b7\ub098\uc2a4\ub2e5 \uc0c1\uc2b9 \uc804\ub7b5 \ubd80\uac01, \uc740\ud589 \uc2e4\uc801 \ubcc0\uc218.<\/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-44602","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\/44602","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=44602"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44602\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44602"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44602"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44602"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}