{"id":44778,"date":"2026-04-16T05:22:39","date_gmt":"2026-04-16T05:22:39","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ea%b0%9c%ec%9e%85-%ea%b2%bd%ea%b3%84%ea%b0%90%ec%97%90-%ec%97%94%ed%99%94-%ea%b0%95%ec%84%b8%eb%8b%ac%eb%9f%ac-%ec%95%bd%ec%84%b8-%ec%95%95%eb%a0%a5%ec%97%90-usd-jpy%eb%8a%94-%ec%a3%bc\/"},"modified":"2026-04-16T05:22:39","modified_gmt":"2026-04-16T05:22:39","slug":"%ea%b0%9c%ec%9e%85-%ea%b2%bd%ea%b3%84%ea%b0%90%ec%97%90-%ec%97%94%ed%99%94-%ea%b0%95%ec%84%b8%eb%8b%ac%eb%9f%ac-%ec%95%bd%ec%84%b8-%ec%95%95%eb%a0%a5%ec%97%90-usd-jpy%eb%8a%94-%ec%a3%bc","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ea%b0%9c%ec%9e%85-%ea%b2%bd%ea%b3%84%ea%b0%90%ec%97%90-%ec%97%94%ed%99%94-%ea%b0%95%ec%84%b8%eb%8b%ac%eb%9f%ac-%ec%95%bd%ec%84%b8-%ec%95%95%eb%a0%a5%ec%97%90-usd-jpy%eb%8a%94-%ec%a3%bc\/","title":{"rendered":"\uac1c\uc785 \uacbd\uacc4\uac10\uc5d0 \uc5d4\ud654 \uac15\uc138\u2026\ub2ec\ub7ec \uc57d\uc138 \uc555\ub825\uc5d0 USD\/JPY\ub294 \uc8fc\uac04 \uc800\uc810 \ubd80\uadfc\uc5d0\uc11c \ud6a1\ubcf4"},"content":{"rendered":"

USD\/JPY\ub294 \ubaa9\uc694\uc77c \uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c \ud558\ub77d\ud574 158.70~158.65\ub85c \ubc00\ub838\ub2e4. \ubbf8\uad6d \ub2ec\ub7ec\uac00 \uc57d\uc138\ub97c \ubcf4\uc774\uba74\uc11c \ud654\uc694\uc77c \uae30\ub85d\ud55c \uc8fc\uac04 \uc800\uc810 \ubd80\uadfc\uc5d0 \uba38\ubb3c\ub800\ub2e4.<\/p>\n

\ubbf8 \ub2ec\ub7ec\uc9c0\uc218(\uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\uc218)\ub294 3\uc6d4 \ucd08 \uc774\ud6c4 \ucd5c\uc800 \uc218\uc900 \uadfc\ucc98\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \uc2dc\uc7a5\uc740 \ud734\uc804 \uae30\ub300\uc640 \uc774\ub780\uacfc\uc758 \uc804\uc7c1\uc774 \uc885\uacb0\uc5d0 \uac00\uae4c\uc6cc\uc84c\ub2e4\ub294 \ubc1c\uc5b8\uc5d0 \ubc18\uc751\ud588\ub2e4. \ud611\uc0c1 \uc9c0\uc18d \uae30\ub300\uac00 \ub2ec\ub7ec \uc218\uc694\ub97c \ub0ae\ucdc4\ub2e4.<\/p>\n

Oil And Policy Expectations<\/h3>\n

\uad6d\uc81c\uc720\uac00\ub294 \ud654\uc694\uc77c \uae30\ub85d\ud55c 3\uc8fc \uc800\uc810 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uba70 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uc6b0\ub824\ub97c \uc644\ud654\ud588\uace0, \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\uc758 \ucd94\uac00 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1 \ub4f1 \ud1b5\ud654\uc815\ucc45\uc744 \ub354 \uc870\uc774\ub294 \uac83) \uae30\ub300\ub3c4 \ub0ae\ucdc4\ub2e4. \uc5d4\ud654\ub294 \uc77c\ubcf8 \ub2f9\uad6d\uc774 \uae09\uaca9\ud55c \ud1b5\ud654 \uc57d\uc138\ub97c \ub9c9\uae30 \uc704\ud574 \uc2dc\uc7a5 \uac1c\uc785(\ud658\uc728\uc744 \uc6c0\uc9c1\uc774\uae30 \uc704\ud55c \ub2ec\ub7ec \ub9e4\ub3c4\u00b7\uc5d4 \ub9e4\uc218 \ub4f1)\uc744 \ud560 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc5d0\uc11c \uc77c\ubd80 \uc9c0\uc9c0\ub97c \ubc1b\uc558\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc5d4\ud654 \uac15\uc138\ub294 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uad00\ub828 \uc704\ud5d8\uacfc \uc774\ub780 \uc778\uadfc \ud574\uc5ed\uc758 \ud574\uc0c1 \uc6b4\uc1a1 \uc81c\ud55c \uac00\ub2a5\uc131\uc5d0 \uc81c\uc57d\uc744 \ubc1b\uc558\ub2e4. \uc77c\ubcf8\uc740 \uc911\ub3d9 \uc5d0\ub108\uc9c0 \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\uc544, \uc6d0\uc720 \ud750\ub984\uc774 \ucc28\uc9c8\uc744 \ube5a\uc73c\uba74 \ub2e8\uae30\uc801\uc73c\ub85c \uc77c\ubcf8 \uacbd\uc81c\uc5d0 \ubd80\ub2f4\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \ub098\uc654\ub2e4.<\/p>\n

USD\/JPY\ub294 \uc9c0\ub09c\ub2ec 160\uc5d4 \uc911\ubc18\ub300\uc5d0\uc11c \ub418\ub3cc\ub9b0 \ub4a4 \uc57d \ud55c \ub2ec\uac04 \uc775\uc219\ud55c \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \uc8fc\uc694 \ubbf8\uad6d \uacbd\uc81c\uc9c0\ud45c \ubc1c\ud45c\uac00 \uc5c6\ub294 \uc0c1\ud669\uc5d0\uc11c, \uc5f0\ubc29\uacf5\uac1c\uc2dc\uc7a5\uc704\uc6d0\ud68c(FOMC\u00b7Fed\uc758 \uae08\ub9ac \uacb0\uc815 \uae30\uad6c) \uc704\uc6d0 \ubc1c\uc5b8\uc774 \ub2ec\ub7ec\uc758 \ubcc0\ub3d9 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \uc81c\uae30\ub410\ub2e4.<\/p>\n

2025\ub144 \ub9d0 \ub098\ud0c0\ub0ac\ub358 \ubbf8\u00b7\uc774\ub780 \ud734\uc804 \ub099\uad00\ub860\uc740 \uc57d\ud574\uc9c0\uba70 USD\/JPY\uc5d0 \ub2e4\uc2dc \uc0c1\uc2b9 \uc555\ub825\uc744 \ud0a4\uc6e0\ub2e4. \ud604\uc7ac \ud658\uc728\uc740 159.50\uc120 \ud14c\uc2a4\ud2b8\uc5d0 \ub098\uc11c\uba70, \uc9c0\ub09c\ud574 160.00\uc5d0 \uc811\uadfc\ud560 \ub54c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\ub358 \u2018\uac1c\uc785 \uacbd\uacc4\u2019\uac00 \uc7ac\ubd80\uac01\ub418\uace0 \uc788\ub2e4. \uc774 \uac19\uc740 \uae34\uc7a5\uc740 \ub2e8\uae30 \ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

Rates Divergence And Intervention Risk<\/h3>\n

\ucd5c\uadfc \uc9c0\ud45c\ub294 \ubbf8\u00b7\uc77c \ud1b5\ud654\uc815\ucc45 \uad34\ub9ac(\uc815\ucc45\uae08\ub9ac \ubc29\ud5a5\uacfc \uc218\uc900 \ucc28\uc774)\uac00 2024~2025\ub144\uc5d0 \ubcf4\uc600\ub358 \ucd95\uc18c \ud750\ub984\uacfc \ub2ec\ub9ac \ub2e4\uc2dc \ud655\ub300\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc9c0\ub09c\uc8fc \ubc1c\ud45c\ub41c 2026\ub144 3\uc6d4 \ubbf8\uad6d \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uc18c\ube44\uc790\uac00 \uc2e4\uc81c\ub85c \uad6c\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ud3c9\uade0 \ubcc0\ub3d9\ub960)\ub294 3.1%\ub85c \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc544, Fed\uac00 \u2018\uae08\ub9ac\ub97c \ub354 \uc624\ub798 \ub192\uc740 \uc218\uc900\uc73c\ub85c \uc720\uc9c0\u2019\ud560 \uac83\uc774\ub780 \uc804\ub9dd\uc5d0 \ud798\uc744 \uc2e4\uc5c8\ub2e4. \uc774\uc5d0 10\ub144 \ub9cc\uae30 \ubbf8 \uad6d\ucc44 \uae08\ub9ac(\ubbf8\uad6d \uc7a5\uae30\uae08\ub9ac\uc758 \ub300\ud45c \uc9c0\ud45c)\ub294 \ub2e4\uc2dc 4.50%\ub97c \uc6c3\ub3cc\uc558\ub2e4. \ubc18\uba74 \uc77c\ubcf8 10\ub144\ubb3c \uad6d\ucc44 \uae08\ub9ac(\uc77c\ubcf8 \uc7a5\uae30\uae08\ub9ac\uc758 \uae30\uc900)\ub294 0.90% \ubd80\uadfc\uc5d0 \uba38\ubb3c\ub7ec \ub300\ube44\uac00 \ub69c\ub837\ud558\ub2e4.<\/p>\n

\ud55c\ud3b8 \uc77c\ubcf8 \uacbd\uc81c\ub294 \ub354 \ucde8\uc57d\ud574\uc9c4 \ubaa8\uc2b5\uc774\ub2e4. 2026\ub144 1\ubd84\uae30 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP\u00b7\ud55c \ub098\ub77c\uc5d0\uc11c \uc77c\uc815 \uae30\uac04 \ub3d9\uc548 \uc0dd\uc0b0\ub41c \uc7ac\ud654\u00b7\uc11c\ube44\uc2a4\uc758 \ucd1d\uc561) \uc608\ube44\uce58\ub294 0.2% \uac10\uc18c\ub85c \ub098\ud0c0\ub0ac\uace0, \uc911\ub3d9 \ubd88\uc548\uc5d0 \ub530\ub978 \uc5d0\ub108\uc9c0 \uc218\uc785 \ube44\uc6a9 \uae09\ub4f1\uc774 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4. \uc131\uc7a5\uc138\uac00 \uc57d\ud558\uba74 \uc77c\ubcf8\uc740\ud589(BOJ\u00b7\uc77c\ubcf8 \uc911\uc559\uc740\ud589)\uc774 \uae34\ucd95\uc744 \ucd94\uc9c4\ud558\uae30 \uc5b4\ub824\uc6cc\uc838, \uc5d4\ud654\ub294 \uad6c\uc870\uc801\uc73c\ub85c \uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4. \uc774\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(\uae08\ub9ac\uac00 \ub0ae\uc740 \ud1b5\ud654\ub85c \ube4c\ub824 \uae08\ub9ac\uac00 \ub192\uc740 \ud1b5\ud654 \uc790\uc0b0\uc5d0 \ud22c\uc790\ud558\ub294 \uac70\ub798) \ud655\ub300\uc5d0 \ucde8\uc57d\ud558\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n

USD\/JPY \ub9e4\uc218(\ub871) \ud3ec\uc9c0\uc158\uc758 \ud575\uc2ec \uc704\ud5d8\uc740 \uc77c\ubcf8 \ub2f9\uad6d\uc758 \uc9c1\uc811 \uac1c\uc785\uc73c\ub85c, \ud658\uc728\uc774 \uc9e7\uc740 \uc2dc\uac04\uc5d0 \uae09\ub77d\ud560 \uc218 \uc788\ub2e4. 2026\ub144 2\uc6d4 \ub2e8\uae30 \uac1c\uc785\uc73c\ub85c \ud558\ub8e8\uc5d0 \uc57d 400\ud54d(pip\u00b7\ud658\uc728\uc758 \ucd5c\uc18c \ubcc0\ub3d9 \ub2e8\uc704, USD\/JPY\uc5d0\uc120 \ubcf4\ud1b5 0.01\uc5d4) \uac00\uae4c\uc774 \ud558\ub77d\ud55c \ub4a4\uc5d0\ub3c4, \uc218\uc8fc \ub0b4 \uc0c1\uc2b9 \ud750\ub984\uc774 \uc7ac\uac1c\ub41c \ubc14 \uc788\ub2e4. \uc774\ub294 \uac1c\uc785\uc774 \uc704\ud611\uc774 \ub420 \uc218\ub294 \uc788\uc9c0\ub9cc, \ud380\ub354\uba58\ud138(\uae08\ub9ac\u00b7\ubb3c\uac00\u00b7\uc131\uc7a5 \ub4f1 \uae30\ucd08 \uc5ec\uac74) \uc555\ub825\uc774 \uac15\ud558\uba74 \ud6a8\uacfc\uac00 \uc624\ub798\uac00\uc9c0 \uc54a\uc744 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n

\uac15\ud55c \uc0c1\uc2b9 \ubaa8\uba58\ud140(\uc0c1\uc2b9 \ud750\ub984)\uacfc \uac1c\uc785\uc5d0 \ub530\ub978 \ud070 \ud558\ub77d \uc704\ud5d8\uc744 \ud568\uaed8 \uace0\ub824\ud558\uba74, \uc81c\ud55c\ub41c \uc704\ud5d8\uc73c\ub85c \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ub178\ucd9c\ub418\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. \uc2ec\ub9ac\uc801 \uc800\ud56d\uc120(\ud22c\uc790\uc790\ub4e4\uc774 \uacbd\uacc4\ud558\ub294 \ub465\uadfc \uc22b\uc790 \uad6c\uac04)\uc778 160.00 \uc774\uc0c1 \ud589\uc0ac\uac00\uc758 USD\/JPY \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ub2ec\ub7ec\ub97c \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub294 \ube44\uad50\uc801 \ud569\ub9ac\uc801\uc778 \uc120\ud0dd\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4. \uc774 \ubc29\uc2dd\uc740 \ub3cc\ud30c \uc2dc \uc218\uc775 \uae30\ud68c\ub97c \ub178\ub9ac\uba74\uc11c, \ub2f9\uad6d \uac1c\uc785\uc73c\ub85c \ubc29\ud5a5\uc774 \uaebe\uc774\ub354\ub77c\ub3c4 \ucd5c\ub300 \uc190\uc2e4\uc744 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc73c\ub85c \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ub2ec\ub7ec \uc57d\uc138\uc5d0 USD\/JPY 158\uc5d4\ub300 \ud6c4\ud1f4, \ud734\uc804 \uae30\ub300\u00b7\uc720\uac00 \ud558\ub77d\uc774 \uae34\ucd95 \ubca0\ud305\uc744 \uaebe\uc5c8\ub2e4. \ubbf8\u00b7\uc77c \uae08\ub9ac \uaca9\ucc28 \uc7ac\ud655\ub300\uc5d0 160\uc5d4 \uc7ac\ub3c4\uc804 \uac00\ub2a5\uc131, \ub2e4\ub9cc \uc77c\ubcf8 \uac1c\uc785 \ub9ac\uc2a4\ud06c\ub85c \ubcc0\ub3d9\uc131 \uacbd\uacc4.<\/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-44778","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\/44778","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=44778"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44778\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}