{"id":44942,"date":"2026-04-17T18:23:06","date_gmt":"2026-04-17T18:23:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/bbh%ec%9d%98-%ec%97%98%eb%a6%ac%ec%95%84%ec%8a%a4-%ed%95%98%eb%8b%a4%eb%93%9c-%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4-%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ed%9c%b4%ec%a0%84-%ec%a7%80%ec%86%8d\/"},"modified":"2026-04-17T18:23:06","modified_gmt":"2026-04-17T18:23:06","slug":"bbh%ec%9d%98-%ec%97%98%eb%a6%ac%ec%95%84%ec%8a%a4-%ed%95%98%eb%8b%a4%eb%93%9c-%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4-%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ed%9c%b4%ec%a0%84-%ec%a7%80%ec%86%8d","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/bbh%ec%9d%98-%ec%97%98%eb%a6%ac%ec%95%84%ec%8a%a4-%ed%95%98%eb%8b%a4%eb%93%9c-%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4-%eb%af%b8%c2%b7%ec%9d%b4%eb%9e%80-%ed%9c%b4%ec%a0%84-%ec%a7%80%ec%86%8d\/","title":{"rendered":"BBH\uc758 \uc5d8\ub9ac\uc544\uc2a4 \ud558\ub2e4\ub4dc \u201c\ud22c\uc790\uc790\ub4e4, \ubbf8\u00b7\uc774\ub780 \ud734\uc804 \uc9c0\uc18d \uc5ec\ubd80 \uc8fc\uc2dc \uc18d \uc2dc\uc7a5\uc740 \uc870\uc815 \uad6d\uba74\u201d"},"content":{"rendered":"

\uae00\ub85c\ubc8c \uc2dc\uc7a5\uc740 \ubbf8\uad6d-\uc774\ub780 \ud734\uc804\uc774 \uc720\uc9c0\ub420\uc9c0\uc5d0 \uc774\ubaa9\uc774 \uc3e0\ub9ac\uba74\uc11c \uc228 \uace0\ub974\uae30\uc5d0 \ub4e4\uc5b4\uac14\ub2e4. \ube0c\ub80c\ud2b8\uc720\ub294 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec \uc544\ub798\uc5d0 \uba38\ubb3c\uace0 \uc788\uc73c\uba70, \uc8fc\uc2dd\uacfc \ucc44\uad8c \uc2dc\uc7a5\ub3c4 \ucd5c\uadfc \uc0c1\uc2b9 \uc774\ud6c4 \uc7a0\uc2dc \uad00\ub9dd\uc138\ub2e4.<\/p>\n

MSCI \uc138\uacc4 \uc8fc\uac00\uc9c0\uc218\ub294 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4. \uc8fc\uc694\uad6d \uc7a5\uae30 \uad6d\ucc44\uae08\ub9ac(\ub9cc\uae30\uac00 \uae34 \uad6d\ucc44\uc758 \uc218\uc775\ub960)\ub294 \uc804\ubc18\uc801\uc73c\ub85c \uc18c\ud3ed \ud558\ub77d\ud588\uace0, \ubbf8\uad6d \ub2ec\ub7ec\ub294 \uc804\ub0a0 \ub099\ud3ed\uc744 \ub418\ub3cc\ub9b0 \ub4a4\uc5d0\ub3c4 \uac15\uc138\uac00 \uc57d\ud55c \ud750\ub984(\ubc29\uc5b4\uc801 \uc57d\uc138)\uc744 \ubcf4\uc774\uace0 \uc788\ub2e4.<\/p>\n

<\/figure>\n

\uc2dc\uc7a5\uc740 \ud734\uc804\uacfc \uc5d0\ub108\uc9c0\uc5d0 \uc8fc\ubaa9<\/h3>\n

BBH\ub294 \ud5a5\ud6c4 \uba87 \ub2ec \ub3d9\uc548 \ub2ec\ub7ec\uac00 \uc8fc\ub85c \uae08\ub9ac \uaca9\ucc28(\ubbf8\uad6d\uacfc \ub2e4\ub978 \ub098\ub77c\uc758 \uae30\uc900\uae08\ub9ac\u00b7\ucc44\uad8c\uae08\ub9ac \ucc28\uc774)\uc5d0 \uc758\ud574 \uc6c0\uc9c1\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \ub2ec\ub7ec\uc9c0\uc218(DXY\u00b7\uc8fc\uc694 6\uac1c \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ub098\ud0c0\ub0b8 \uc9c0\uc218)\ub294 \uc55e\uc73c\ub85c \uba87 \ub2ec\uac04 \uae30\uc874 96.00~100.00 \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4.<\/p>\n

BBH\ub294 \uc5d0\ub108\uc9c0 \ucda9\uaca9(\uc720\uac00 \uae09\ub4f1 \ub4f1\uc73c\ub85c \ubb3c\uac00\uc640 \uacbd\uae30\u00b7\uae08\uc735\uc2dc\uc7a5\uc5d0 \uc8fc\ub294 \ucda9\uaca9)\uc774 \ub05d\ub098\uc9c0 \uc54a\uc558\uc744 \uc218\ub294 \uc788\uc9c0\ub9cc, \ucd5c\uc545\uc758 \uad6d\uba74\uc740 \uc9c0\ub0ac\ub2e4\uace0 \ubd24\ub2e4. \ub610\ud55c \ub2ec\ub7ec\uc5d0 \ub300\ud574 \uad6c\uc870\uc801\uc73c\ub85c \uc57d\uc138(\uc7a5\uae30\uc801\uc73c\ub85c \ud558\ub77d) \uad00\uc810\uc744 \uc720\uc9c0\ud588\ub294\ub370, \uc774\ub294 \ubbf8\uad6d\uc758 \ud1b5\uc0c1\u00b7\uc548\ubcf4 \uc815\ucc45\uc5d0 \ub300\ud55c \uc2e0\ub8b0, \uc7ac\uc815 \uc2e0\ub8b0\ub3c4(\uc7ac\uc815\uc801\uc790\u00b7\ubd80\ucc44 \uad00\ub9ac \ub2a5\ub825\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc2e0\ub8b0), \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \uc815\uce58\ud654(\uc815\uce58\uc801 \uc601\ud5a5\ub825 \ud655\ub300) \uc6b0\ub824\ub97c \uadfc\uac70\ub85c \ub4e4\uc5c8\ub2e4.<\/p>\n

\ub2ec\ub7ec \ubc15\uc2a4\uad8c \uc774\ud0c8\uacfc \uc804\ub7b5 \ubcc0\ud654<\/h3>\n

\uc9c0\ub09c\ud574 \u2018\ub2ec\ub7ec\uc9c0\uc218(DXY)\uac00 96.00~100.00 \ubc94\uc704\uc5d0 \uba38\ubb38\ub2e4\u2019\ub294 \uad00\uc810\uc740 2025\ub144 \ubcc0\ub3d9\uc131 \ub9e4\ub3c4(\uac00\uaca9 \ubcc0\ub3d9\uc774 \ud06c\uc9c0 \uc54a\uc744 \ub54c \uc218\uc775\uc744 \ub178\ub824 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uace0 \ud30c\ub294 \uac70\ub798)\ub97c \ud55c \ud22c\uc790\uc790\uc5d0\uac8c \uc720\ub9ac\ud588\ub2e4. \uadf8\ub7ec\ub098 2026\ub144\uc5d0 \ub4e4\uc5b4\uc11c\uba70 \uc774 \ubc94\uc704\uac00 \ud558\ubc29\uc73c\ub85c \ub69c\ub837\ud558\uac8c \uae68\uc84c\uace0, DXY\ub294 \ucd5c\uadfc 94.75\uae4c\uc9c0 \ud558\ub77d\ud588\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc774 \ub354 \uc774\uc0c1 \ub2e8\uc21c\ud55c \uae08\ub9ac \uaca9\ucc28\ub9cc\uc73c\ub85c \ub2ec\ub7ec\ub97c \uac70\ub798\ud558\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n

\uae30\uc874 \ubc94\uc704\uac00 \ubb34\ub108\uc9c4 \ub9cc\ud07c, \ub2ec\ub7ec \uc635\uc158\uc758 \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58\u2019)\ub3c4 \uc9c0\ub09c\ud574 \uc800\uc810\uc5d0\uc11c \ubc18\ub4f1\ud558\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc2a4\ud2b8\ub7ad\uae00 \ub9e4\ub3c4(\uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ud30c\ub294 \uc804\ub7b5\uc73c\ub85c, \ubcc0\ub3d9\uc131\uc774 \ub0ae\uc744 \ub54c \uc720\ub9ac)\ub294 \ub9e4\ub825\ub3c4\uac00 \ub5a8\uc5b4\uc84c\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc774\uc81c \ub2ec\ub7ec \uc57d\uc138\uc5d0 \ub300\ube44\ud558\ub418 \uc190\uc2e4 \ud55c\ub3c4\ub97c \uc815\ud560 \uc218 \uc788\ub294 \ud48b \uc2a4\ud504\ub808\ub4dc \ub9e4\uc218(\ub0ae\uc740 \ud589\uc0ac\uac00 \ud48b\uc744 \uc0ac\uace0, \ub354 \ub0ae\uc740 \ud589\uc0ac\uac00 \ud48b\uc744 \ud568\uaed8 \ud314\uc544 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5)\ub97c \ub2ec\ub7ec \uc5f0\ub3d9 \ud1b5\ud654\uc30d(\ub2ec\ub7ec\uc640 \uac00\uce58\uac00 \uc5f0\ub3d9\ub418\uac70\ub098 \uace0\uc815\u00b7\uad00\ub9ac\ub418\ub294 \ud1b5\ud654\uc640\uc758 \uac70\ub798\uc30d)\uc5d0\uc11c \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub294 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub294 \ud658\uacbd\uc5d0\uc11c \ucd94\uac00 \ub2ec\ub7ec \uc57d\uc138\uc5d0 \ubca0\ud305\ud558\uba74\uc11c\ub3c4 \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n

2025\ub144\uc5d0 \uc81c\uae30\ub410\ub358 \ub2ec\ub7ec \uc57d\uc138 \ub17c\ub9ac\ub294 \uc774\uc81c \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc774\uc288\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uc758 \uc7ac\uc815 \uc2e0\ub8b0\ub3c4\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\ub294\ub370, \ubbf8 \uc758\ud68c\uc608\uc0b0\ucc98(CBO\u00b7\ubbf8\uad6d \uc758\ud68c\uc758 \uc7ac\uc815 \uc804\ub9dd \uae30\uad00) \ucd5c\uc2e0 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \ubbf8\uad6d\uc758 \ubd80\ucc44\/GDP \ube44\uc728(\uad6d\uac00\ubd80\ucc44\uac00 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0 \ub300\ube44 \uc5bc\ub9c8\ub098 \ud070\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc774 110%\ub85c, \uc81c2\ucc28 \uc138\uacc4\ub300\uc804 \uc774\ud6c4 \ubcf4\uae30 \uc5b4\ub824\uc6e0\ub358 \uc218\uc900\uc774\ub2e4. \uc774\ub7ec\ud55c \uae30\ucd08 \uc5ec\uac74(\ud380\ub354\uba58\ud138) \uc555\ub825\uc740 \ub2f9\ubd84\uac04 \ub2ec\ub7ec\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\ub610\ud55c 2026\ub144 1\ubd84\uae30 \uc5f0\uc900\uc758 \u2018\ube44\ub458\uae30\ud30c \uc804\ud658\u2019(\ud1b5\ud654\uae34\ucd95\ubcf4\ub2e4 \uae08\ub9ac \uc778\ud558\u00b7\uc644\ud654\uc5d0 \ubb34\uac8c\ub97c \ub450\ub294 \ubc29\ud5a5 \uc804\ud658)\uc774 \uc9c0\ub09c\ud574\uc640 \uc2dc\uc7a5 \ud658\uacbd\uc744 \ud06c\uac8c \ubc14\uafe8\ub2e4. \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB\u00b7\uc720\ub85c\uc874 \uc911\uc559\uc740\ud589)\uc774 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud55c \uac00\uc6b4\ub370, \uc5f0\uc900\uc758 \ucd5c\uadfc \ubc1c\uc5b8\uc740 \ub2ec\ub7ec\uc758 \uae08\ub9ac \uc6b0\uc704(\ubbf8\uad6d \uc790\uc0b0\uc774 \ub354 \ub192\uc740 \uc774\uc790\ub97c \uc81c\uacf5\ud558\ub294 \uc810)\ub97c \ud06c\uac8c \uc57d\ud654\uc2dc\ucf30\ub2e4. \uc774 \ubcc0\ud654\ub294 \ubbf8\uad6d \uacbd\uc81c\uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc88b\uac8c \ub098\uc640\ub3c4 \ub2ec\ub7ec\uac00 \uc608\uc804\ucc98\ub7fc \uac15\uc138\ub85c \ubc18\uc751\ud558\uc9c0 \uc54a\uac8c \ub41c \uc8fc\uc694 \uc774\uc720\ub85c \uaf3d\ud78c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u2018\ud734\uc804 \ub9ac\uc2a4\ud06c\u2019\uc5d0 \uc228 \uace0\ub974\ub294 \uae00\ub85c\ubc8c \uc2dc\uc7a5. \uc720\uac00 100\ub2ec\ub7ec \uc544\ub798, MSCI\ub294 \uc2e0\uace0\uac00. \uc7a5\uae30\uae08\ub9ac \uc18c\ud3ed \ud558\ub77d. \ub2ec\ub7ec\ub294 \ubc15\uc2a4\uad8c \ud558\ub2e8 \uc774\ud0c8 \ud6c4 \uc57d\uc138 \uc555\ub825\u2014\uc7ac\uc815\u00b7Fed \uc815\uce58\ud654 \uc6b0\ub824, \uc635\uc158 \uc804\ub7b5\ub3c4 \ubcc0\ud654.<\/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-44942","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\/44942","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=44942"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44942\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44942"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44942"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44942"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}