{"id":44756,"date":"2026-04-16T00:22:18","date_gmt":"2026-04-16T00:22:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ec%99%84%ed%99%94%eb%a1%9c-%eb%a6%ac%eb%9d%bc%ed%99%94%ea%b0%80-%ec%95%88%ec%a0%95%eb%90%9c-%ea%b0%80%ec%9a%b4%eb%8d%b0-%ed%84%b0%ed%82%a4\/"},"modified":"2026-04-16T00:22:18","modified_gmt":"2026-04-16T00:22:18","slug":"%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ec%99%84%ed%99%94%eb%a1%9c-%eb%a6%ac%eb%9d%bc%ed%99%94%ea%b0%80-%ec%95%88%ec%a0%95%eb%90%9c-%ea%b0%80%ec%9a%b4%eb%8d%b0-%ed%84%b0%ed%82%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ec%99%84%ed%99%94%eb%a1%9c-%eb%a6%ac%eb%9d%bc%ed%99%94%ea%b0%80-%ec%95%88%ec%a0%95%eb%90%9c-%ea%b0%80%ec%9a%b4%eb%8d%b0-%ed%84%b0%ed%82%a4\/","title":{"rendered":"\ubbf8\u00b7\uc774\ub780 \uae34\uc7a5 \uc644\ud654\ub85c \ub9ac\ub77c\ud654\uac00 \uc548\uc815\ub41c \uac00\uc6b4\ub370 \ud130\ud0a4 \uc911\uc559\uc740\ud589\uc774 \uc2e0\ub8b0\ub97c \uc720\uc9c0\ud558\uba70 \uce90\ub9ac \uae08\ub9ac \ub9e4\ub825\uc744 \ub4b7\ubc1b\uce68\ud588\ub2e4"},"content":{"rendered":"<p>\ud130\ud0a4 \ub9ac\ub77c(TRY)\ub294 \ubbf8\uad6d-\uc774\ub780 \uae34\uc7a5\uc774 \uc644\ud654\ub418\uba74\uc11c \uc548\uc815\uc744 \ub418\ucc3e\uc558\ub2e4. \ud130\ud0a4\uc911\uc559\uc740\ud589(CBT)\uc740 \ub2ec\ub7ec\/\ub9ac\ub77c(USD\/TRY) \ud658\uc728\uc744 \uc548\uc815\uc801\uc778 \uacbd\ub85c\ub85c \uad00\ub9ac\ud558\uaca0\ub2e4\ub294 \uc790\uc2e0\uac10\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uae34\uc7a5 \uad6d\uba74\uc5d0\uc11c TRY \ub9e4\uc218 \ud3ec\uc9c0\uc158(\ub9ac\ub77c \uac15\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158)\uc740 \uc904\uc5c8\ub2e4. \uc57d \uc808\ubc18 \uc218\uc900\uc73c\ub85c \ucd95\uc18c\ub410\ub2e4.<\/p>\n<p>CBT\uc758 \uc678\ud658\ubcf4\uc720\uc561(FX reserves\u00b7\uc678\uad6d \ud1b5\ud654\ub85c \ubcf4\uc720\ud55c \uc911\uc559\uc740\ud589 \uc790\uc0b0)\uc740 \uc815\uc810 2,100\uc5b5\ub2ec\ub7ec\uc5d0\uc11c \uc57d 1,610\uc5b5\ub2ec\ub7ec\ub85c \uac10\uc18c\ud588\ub2e4. \uc774\ub294 \uae00\ub85c\ubc8c \uae08 \uc2dc\uc7a5 \uae09\ub77d(\uae08 \ub9e4\ub3c4 \ud655\ub300)\uacfc \uc5f0\ub3d9\ub41c \uc6c0\uc9c1\uc784\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n<p>\ucd5c\uadfc \ub370\uc774\ud130\ub294 TRY \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc774 \ub2e4\uc2dc \ub298\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uae00\ub85c\ubc8c \ud22c\uc790\uc2ec\ub9ac \uac1c\uc120\uacfc \ud750\ub984\uc774 \ub9de\ubb3c\ub9b0\ub2e4.<\/p>\n<p>USD\/TRY\ub294 2026\ub144 \uc911\ubc18\uae4c\uc9c0 46.6 \uc218\uc900\uc73c\ub85c \uc810\uc9c4\uc801\uc73c\ub85c \uc0c1\uc2b9(\ub9ac\ub77c \uac00\uce58 \uc644\ub9cc\ud55c \ud558\ub77d)\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774\ub294 \uc2dc\uac04\uc774 \uc9c0\ub098\uba70 TRY \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(carry trade\u00b7\uae08\ub9ac\uac00 \ub192\uc740 \ud1b5\ud654\uc5d0 \ud22c\uc790\ud574 \uae08\ub9ac \ucc28\uc774\ub97c \ub178\ub9ac\ub294 \uac70\ub798)\uac00 \uc7ac\uac1c\ub41c\ub2e4\ub294 \uac00\uc815\uc744 \ubc18\uc601\ud55c\ub2e4.<\/p>\n<p>\ud130\ud0a4 \uc815\ucc45\uae08\ub9ac\uac00 50%\ub85c \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\ub294 \ubc18\uba74 \ubbf8\uad6d \uae08\ub9ac\ub294 3.5%\uc5d0 \uba38\ubb3c\ub7ec, \ub9ac\ub77c \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\ub97c \ub2e4\uc2dc \ud655\ub300\ud558\uae30 \uc88b\uc740 \ud658\uacbd\uc774\ub2e4. USD\/TRY\ub294 \uc5f0\ucd08 43.0\uc5d0\uc11c \ud604\uc7ac 45.1\uae4c\uc9c0 \ube44\uad50\uc801 \uc608\uce21 \uac00\ub2a5\ud55c \ud750\ub984\uc744 \ubcf4\uc600\uc73c\uba70, \uc911\uc559\uc740\ud589\uc774 \uad00\ub9ac\ud558\ub294 \uc644\ub9cc\ud55c \uc808\ud558(\ud1b5\ud654\uac00\uce58 \ud558\ub77d)\uac00 \uacc4\ud68d\ub300\ub85c \uc9c4\ud589\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. 1\ubd84\uae30 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \uc644\ud654 \uc774\ud6c4 \ub098\ud0c0\ub09c \uc774 \uac19\uc740 \uc548\uc815\uc740 \ud22c\uc790 \uae30\ud68c\ub97c \uc81c\uacf5\ud55c\ub2e4.<\/p>\n<p>\uc120\ubb3c\ud658(Forward contracts\u00b7\ubbf8\ub798 \ud2b9\uc815 \uc2dc\uc810\uc758 \ud658\uc728\uc744 \ubbf8\ub9ac \uc815\ud574 \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc744 \ud65c\uc6a9\ud558\ub294 \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \ub9ac\ub77c \ub9e4\uc218 \uc804\ub7b5\uc774 \uc720\ud6a8\ud558\ub2e4. \uc989, \uc2e4\uc81c \ud658\uc728 \uc0c1\uc2b9(\ub9ac\ub77c \uc57d\uc138)\uc774 \uc120\ubb3c\ud658 \uc2dc\uc7a5\uc774 \ubc18\uc601\ud55c \uc218\uc900\ubcf4\ub2e4 \ub290\ub9b4 \uac83\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. CBT\ub294 \uc548\uc815\uc5d0 \ub300\ud55c \uc758\uc9c0\ub97c \uac70\ub4ed \uac15\uc870\ud574 \uc654\uace0, \uc774\ub294 2026\ub144 \uc911\ubc18 \ubaa9\ud45c\uce58 46.6\uc73c\ub85c \ud5a5\ud558\ub294 \uad00\ub9ac \uacbd\ub85c\uc5d0 \uc2e0\ub8b0\ub97c \ub354\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ud604\ubb3c\ud658(spot rate\u00b7\uc989\uc2dc \uacb0\uc81c\ub418\ub294 \ud604\uc7ac \ud658\uc728)\uc774 \uc120\ubb3c\ud658\uc774 \uc554\uc2dc\ud558\ub294 \ud658\uc728(\uc120\ubb3c\ud658\uc728\uc774 \ub0b4\ud3ec\ud55c \uc608\uc0c1 \uacbd\ub85c)\ubcf4\ub2e4 \uc591\ud638\ud55c \ud750\ub984\uc744 \ubcf4\uc77c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n<p>\uc635\uc158 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ubcc0\ub3d9\uc131 \ud558\ub77d\uc774 \ud575\uc2ec \ubcc0\uc218\ub2e4. USD\/TRY \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility\u00b7\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58)\uc740 1\ubd84\uae30 \u2018\ub9ac\uc2a4\ud06c\uc624\ud504\u2019(\uc704\ud5d8\uc790\uc0b0 \ud68c\ud53c) \uad6d\uba74\uc5d0\uc11c 30%\ub97c \ub118\ub294 \uace0\uc810\uc5d0\uc11c \ucd5c\uadfc 18%\ub85c \ub0ae\uc544\uc84c\ub2e4. \uc635\uc158 \ub9e4\ub3c4(\uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5)\uac00 \ub9e4\ub825\uc801\uc778 \uad6c\uac04\uc73c\ub85c, \ud5a5\ud6c4 1~2\uac1c\uc6d4 \ub9cc\uae30\uc758 \uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \ud658\uc728 \uae30\uc900\uc73c\ub85c \ubc14\ub85c \uc774\uc775\uc774 \ub098\uc9c0 \uc54a\ub294) USD\/TRY \ucf5c\uc635\uc158(call option\u00b7\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac)\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc774 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \ub9ac\ub77c\uac00 \uac11\uc791\uc2a4\ub7fd\uac8c \ud06c\uac8c \ud3c9\uac00\uc808\ud558(\uae09\uaca9\ud55c \ud1b5\ud654\uac00\uce58 \ud558\ub77d)\ub418\uc9c0 \uc54a\ub294 \ud55c \uc218\uc775\uc774 \ubc1c\uc0dd\ud55c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c\ub9ac\ub77c \ub2e4\uc2dc \uae30\ud68c?\u201d \ubbf8\u00b7\uc774\ub780 \uae34\uc7a5 \uc644\ud654\ub85c TRY \uc548\uc815, \ub9e4\uc218 \ud3ec\uc9c0\uc158 \uc7ac\uc720\uc785 \uc870\uc9d0. \uc678\ud658\ubcf4\uc720\uc561 \uac10\uc18c\uc5d0\ub3c4 CBT \uad00\ub9ac \uc808\ud558 \uc9c0\uc18d, 2026\ub144 \uc911\ubc18 USD\/TRY 46.6 \uc804\ub9dd. \uce90\ub9ac\u00b7\uc120\ubb3c\ud658\u00b7\ucf5c\uc635\uc158 \ub9e4\ub3c4 \uc720\ud6a8.<\/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-44756","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\/44756","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=44756"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44756\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44756"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44756"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}