{"id":44900,"date":"2026-04-17T09:23:39","date_gmt":"2026-04-17T09:23:39","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%95%84%ec%8b%9c%ec%95%84%ec%9e%a5%ec%97%90%ec%84%9c-%ed%8c%8c%ec%9a%b4%eb%93%9c-%eb%8b%ac%eb%9f%ac-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%ea%b8%b0%eb%8c%80\/"},"modified":"2026-04-17T09:23:39","modified_gmt":"2026-04-17T09:23:39","slug":"%ec%95%84%ec%8b%9c%ec%95%84%ec%9e%a5%ec%97%90%ec%84%9c-%ed%8c%8c%ec%9a%b4%eb%93%9c-%eb%8b%ac%eb%9f%ac-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%ea%b8%b0%eb%8c%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%95%84%ec%8b%9c%ec%95%84%ec%9e%a5%ec%97%90%ec%84%9c-%ed%8c%8c%ec%9a%b4%eb%93%9c-%eb%8b%ac%eb%9f%ac-%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89boe-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%ea%b8%b0%eb%8c%80\/","title":{"rendered":"\uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c \ud30c\uc6b4\ub4dc\/\ub2ec\ub7ec, \uc601\ub780\uc740\ud589(BoE) \uae08\ub9ac\uc778\uc0c1 \uae30\ub300 \uc57d\ud654\u00b7\uc911\ub3d9 \uae34\uc7a5 \uc644\ud654\uc5d0 1.3520\uc73c\ub85c \ud558\ub77d"},"content":{"rendered":"

GBP\/USD\ub294 3\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud558\uba70 \uae08\uc694\uc77c \uc544\uc2dc\uc544 \uac70\ub798 \uc2dc\uac04\ub300 1.3520 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\ub2e4. \uc2dc\uc7a5\uc774 \uc601\uad6d \uc911\uc559\uc740\ud589(BoE)\uc758 \uae08\ub9ac \uc778\uc0c1(\uae30\uc900\uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \uac83) \uac00\ub2a5\uc131\uc744 \ub0ae\ucdb0 \ubcf8 \ub370\ub2e4, \uc911\ub3d9 \uc9c0\uc5ed \uae34\uc7a5 \uc644\ud654 \uae30\ub300\uac00 \uacb9\uce58\uba70 \ud30c\uc6b4\ub4dc\ud654\uac00 \uc57d\uc138\ub97c \ubcf4\uc600\ub2e4.<\/p>\n

BoE\uc758 \uc564\ub4dc\ub8e8 \ubca0\uc77c\ub9ac \ucd1d\uc7ac\ub294 \uae08\ub9ac \uc778\uc0c1\uacfc \uad00\ub828\ud574 \u201c\uc11c\ub458\ub7ec \ud310\ub2e8\ud558\uc9c0 \uc54a\uaca0\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4. \uadf8\ub294 \uc720\uac00\u00b7\uac00\uc2a4 \uac00\uaca9 \uc0c1\uc2b9\uc774 \ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158, \uc804\ubc18\uc801\uc778 \ubb3c\uac00 \uc218\uc900\uc758 \uc0c1\uc2b9)\uc5d0 \ubc18\uc601\ub420 \uac83\uc774\ub77c\uba74\uc11c\ub3c4, \uae08\ub9ac \uacb0\uc815\uc740 \u201c\ub9e4\uc6b0, \ub9e4\uc6b0 \uc5b4\ub835\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

BoE Expectations Shift<\/h3>\n

\ubaa9\uc694\uc77c GBP\/USD\ub294 1.3550 \uc544\ub798\ub85c \ub2e4\uc2dc \ub0b4\ub824\uc120 \ub4a4 \uc57d 0.25% \ud558\ub77d\ud574 1.3525 \ubd80\uadfc\uc5d0\uc11c \ub9c8\uac10\ud588\ub2e4. \uc804\ub0a0 1.3600 \uadfc\ucc98\uae4c\uc9c0 \uc62c\ub790\ub358 \ud750\ub984\uc5d0\uc11c \ub418\ub3cc\ub9bc(\uc0c1\uc2b9 \uc774\ud6c4 \uc77c\uc815 \ubd80\ubd84 \ud558\ub77d\ud558\ub294 \uc870\uc815)\uc744 \ubcf4\uc600\ub2e4.<\/p>\n

\uc601\uad6d \uc9c0\ud45c\ub294 \uc5c7\uac08\ub838\ub2e4. 2\uc6d4 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP, \ud55c \ub098\ub77c\uc5d0\uc11c \uc0dd\uc0b0\ub41c \uc7ac\ud654\u00b7\uc11c\ube44\uc2a4\uc758 \ud569\uacc4)\uc740 \uc804\uc6d4 \ub300\ube44 0.5% \uc99d\uac00\ud574 \uc608\uc0c1\uce58 0.1%\ub97c \uc6c3\ub3cc\uc558\uace0, \uc11c\ube44\uc2a4\uc9c0\uc218(Index of Services, \uc11c\ube44\uc2a4\uc5c5 \uc0dd\uc0b0 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 0.5% \uc0c1\uc2b9\ud574 \uc608\uc0c1\uce58 0.3%\ub97c \uc0c1\ud68c\ud588\ub2e4. \ubc18\uba74 \uc81c\uc870\uc5c5 \uc0dd\uc0b0(Manufacturing Production, \uc81c\uc870\uc5c5 \ubd80\ubb38 \uc0dd\uc0b0\ub7c9)\uc740 \uc804\uc6d4 \ub300\ube44 0.1% \uac10\uc18c\ud588\uace0 \uc804\ub144 \ub300\ube44 0.5% \uac10\uc18c\ud588\ub2e4. \uc0b0\uc5c5\uc0dd\uc0b0(Industrial Production, \uc81c\uc870\uc5c5\u00b7\uad11\uc5c5\u00b7\uc804\uae30\u00b7\uac00\uc2a4 \ub4f1 \uc804\ubc18\uc758 \uc0dd\uc0b0) \uc804\ub144 \ub300\ube44\ub294 -0.4%\ub85c, \uc608\uc0c1\uce58 -0.9%\ubcf4\ub2e4 \ub35c \ub098\ube74\ub2e4.<\/p>\n

\ubbf8\uad6d \uc9c0\ud45c\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \uacac\uc870\ud558\uc790 \ud1b5\ud654\uc30d\uc740 0.17% \ucd94\uac00 \ud558\ub77d\ud588\ub2e4. GBP\/USD\ub294 2\uac1c\uc6d4 \uace0\uc810 1.3594 \uc774\ud6c4 1.3534 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\ub2e4. \ubbf8\uad6d \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c(Initial Jobless Claims, \uc8fc\uac04 \uc2e0\uaddc \uc2e4\uc5c5\uae09\uc5ec \uc2e0\uccad \uac74\uc218)\ub294 218K\uc5d0\uc11c 207K\ub85c \uc904\uc5b4 \uc608\uc0c1\uce58 215K\ub97c \ubc11\ub3cc\uc558\uace0, \ubbf8\uad6d \uc0b0\uc5c5\uc0dd\uc0b0\uc740 3\uc6d4 \uc804\uc6d4 \ub300\ube44 0.7%\uc5d0\uc11c -0.5%\ub85c \ub5a8\uc5b4\uc84c\ub2e4.<\/p>\n

GBP\/USD\uc5d0\uc11c\ub294 2025\ub144 \ucd08\uc640 \uc720\uc0ac\ud55c \ud750\ub984\uc774 \ub2e4\uc2dc \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. BoE\uc758 \uae08\ub9ac \uc778\uc0c1 \uae30\ub300\uac00 \uc57d\ud574\uc9c0\uba74\uc11c \ud1b5\ud654\uc30d\uc774 \uc555\ubc15\uc744 \ubc1b\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \ud30c\uc6b4\ub4dc\ud654\uac00 \ubc18\ub4f1\ud560 \ub54c\ub9c8\ub2e4 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5(\uc0c1\uc2b9 \uc2dc \ub9e4\ub3c4)\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4.<\/p>\n

Policy Divergence Deepens<\/h3>\n

\uc774\ub7f0 \ud310\ub2e8\uc740 2026\ub144 3\uc6d4 \uc601\uad6d \ubb3c\uac00 \uc9c0\ud45c\uc5d0\uc11c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI, \uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \ub300\ud45c \ud488\ubaa9\uc758 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c) \uc0c1\uc2b9\ub960\uc740 \uc804\uc6d4 3.2%\uc5d0\uc11c 2.8%\ub85c \ub0ae\uc544\uc84c\ub2e4. \ubb3c\uac00 \ub454\ud654\ub294 BoE\uac00 \uae08\ub9ac\ub97c \ub3d9\uacb0(\uae30\uc900\uae08\ub9ac\ub97c \uc720\uc9c0)\ud560 \uba85\ubd84\uc744 \ud0a4\uc6b4\ub2e4. \ub2f9\uc2dc\uc5d0\ub3c4 \ubca0\uc77c\ub9ac \ucd1d\uc7ac\uc758 \uc2e0\uc911\ud55c \ubc1c\uc5b8\uc73c\ub85c \uc2dc\uc7a5\uc774 \uae08\ub9ac \uc778\uc0c1\uc744 \ub450\uace0 \uc7ac\ud3c9\uac00\ud588\ub358 2025\ub144 \uc0c1\ud669\uacfc \ube44\uc2b7\ud558\ub2e4. \ud604\uc7ac OIS(Overnight Index Swaps, \ub2e8\uae30 \uae30\uc900\uae08\ub9ac\ub97c \ubc14\ud0d5\uc73c\ub85c \uace0\uc815\uae08\ub9ac\uc640 \ubcc0\ub3d9\uae08\ub9ac\ub97c \uad50\ud658\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488\uc73c\ub85c \uc815\ucc45\uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601)\ub294 8\uc6d4\uae4c\uc9c0 BoE\uac00 \uae08\ub9ac\ub97c \uc62c\ub9b4 \ud655\ub960\uc744 20% \ubbf8\ub9cc\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4.<\/p>\n

2025\ub144\uc5d0 \uc81c\uc870\uc5c5 \uc9c0\ud45c\uac00 \uc57d\ud588\ub358 \uac83\ucc98\ub7fc, 2026\ub144 3\uc6d4 S&P \uae00\ub85c\ubc8c\/CIPS \uc601\uad6d \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218, \uae30\uc5c5 \uc124\ubb38\uc744 \ud1b5\ud574 \uacbd\uae30 \ud655\uc7a5\u00b7\uc704\ucd95\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 48.9\ub85c \uc9d1\uacc4\ub410\ub2e4. PMI\ub294 50 \ubbf8\ub9cc\uc774\uba74 \uacbd\uae30 \uc704\ucd95(\uc218\ucd95)\uc744 \ub73b\ud55c\ub2e4. \uc601\uad6d \uc0b0\uc5c5 \ubd80\ubb38\uc758 \uc57d\uc138\uac00 \uc11c\ube44\uc2a4 \ubd80\ubb38\uc758 \uac15\uc138\ub97c \uc0c1\uc1c4\ud558\uba74\uc11c \ud30c\uc6b4\ub4dc\ud654\uc5d0 \ub69c\ub837\ud55c \uacbd\uae30 \ub3d9\ub825\uc774 \ubd80\uc871\ud558\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \uc774\ub7f0 \ubc18\ubcf5\ub418\ub294 \ud750\ub984\uc740 \ud30c\uc6b4\ub4dc\ud654\uc5d0 \uad6c\uc870\uc801\uc778 \ubd80\ub2f4(\uacc4\uc18d \uc791\uc6a9\ud558\ub294 \ubd88\ub9ac\ud55c \uc694\uc778)\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ubc18\uba74 \ubbf8\uad6d \uacbd\uc81c\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \ud0c4\ud0c4\ud574 \uc815\ucc45 \ubc29\ud5a5\uc758 \ucc28\uc774(\ud1b5\ud654\uc815\ucc45 \ub514\ubc84\uc804\uc2a4, \uc591\uad6d \uc911\uc559\uc740\ud589\uc758 \uae08\ub9ac \uacbd\ub85c\uac00 \uc5c7\uac08\ub9ac\ub294 \ud604\uc0c1)\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4. 2026\ub144 3\uc6d4 \ubbf8\uad6d \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(NFP, \ub18d\uc5c5\uc744 \uc81c\uc678\ud55c \uc2e0\uaddc \uace0\uc6a9\uc790 \uc218)\ub294 25\ub9cc \uba85 \uc99d\uac00\ud574 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \uc6c3\ub3cc\uc558\ub2e4. \uc774\ub294 2025\ub144 4\uc6d4\uc758 \uac15\ud55c \ubbf8\uad6d \uace0\uc6a9\uc9c0\ud45c\uac00 \ub2ec\ub7ec \uac15\uc138\ub97c \uc9c0\uc9c0\ud588\ub358 \ud750\ub984\uacfc \uc720\uc0ac\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ud30c\uc6b4\ub4dc\/\ub2ec\ub7ec 3\uc77c\uc9f8 \ud558\ub77d\u2026BoE \uae08\ub9ac\uc778\uc0c1 \uae30\ub300 \uae09\ub7ad\uc5d0 \uc57d\uc138. \ubca0\uc77c\ub9ac \uc2e0\uc911 \ubc1c\uc5b8\u00b7\uc911\ub3d9 \uae34\uc7a5 \uc644\ud654\uac00 \ubd80\ub2f4. \uc601\uad6d \uc81c\uc870\uc5c5 \ubd80\uc9c4 vs \ubbf8\uad6d \uace0\uc6a9\u00b7\uc9c0\ud45c \uacac\uc870\ub85c \uc815\ucc45 \ub514\ubc84\uc804\uc2a4 \ud655\ub300.<\/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-44900","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\/44900","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=44900"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44900\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}