EUR\/JPY\ub294 \uc6d4\uc694\uc77c \uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c \uc804\uc77c \uc18c\ud3ed \uc0c1\uc2b9 \uc774\ud6c4 187.20\uc120 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\ub2e4. \ub3c5\uc77c ZEW(\ubbfc\uac04\uacbd\uc81c\uc5f0\uad6c\uc18c\uac00 \ubc1c\ud45c\ud558\ub294 \uacbd\uae30 \uccb4\uac10 \uc124\ubb38) \uc9c0\ud45c\uac00 \ub098\uc628 \ub4a4\uc5d0\ub3c4 \uc720\ub85c\ud654 \uc6c0\uc9c1\uc784\uc774 \ud06c\uc9c0 \uc54a\uc73c\uba74\uc11c \ud658\uc728\uc740 \ub300\uccb4\ub85c \uc548\uc815\uc801\uc774\uc5c8\ub2e4.<\/p>\n
\ub3c5\uc77c\uc758 4\uc6d4 ZEW \uacbd\uae30\uae30\ub300\uc9c0\uc218\ub294 -17.2\ub85c \ub5a8\uc5b4\uc838 \uc608\uc0c1\uce58(-5)\ub97c \ubc11\ub3cc\uc558\uace0, 3\uc6d4(-0.5) \ub300\ube44 \ud06c\uac8c \uc545\ud654\ub410\ub2e4. \ud604\ud669\uc9c0\uc218(\ud604\uc7ac \uacbd\uae30 \uc0c1\ud669\uc744 \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\ub3c4 -73.7\ub85c \ub0b4\ub824\uac00 \uc608\uc0c1\uce58(-70.0)\ub97c \ud558\ud68c\ud588\uc73c\uba70, 3\uc6d4(-62.9)\ubcf4\ub2e4 \ub098\ube60\uc84c\ub2e4.<\/p>\n
\uc720\ub85c\uc874 ZEW \uacbd\uae30\uae30\ub300\uc9c0\uc218\ub294 -20.4\ub85c \ud558\ub77d\ud574 \uc608\uc0c1\uce58(-3.6)\ub97c \ud06c\uac8c \ubc11\ub3cc\uc558\ub2e4. \uc774\ub294 \uc5ed\ub0b4 \uc804\ubc18\uc758 \ud22c\uc790\u00b7\uacbd\uae30 \uc2ec\ub9ac\uac00 \uc57d\ud558\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n
\ub85c\uc774\ud130\uc5d0 \ub530\ub974\uba74 ECB(\uc720\ub7fd\uc911\uc559\uc740\ud589) \ubd80\ucd1d\uc7ac \ub8e8\uc774\uc2a4 \ub370 \uadc4\ub3c4\uc2a4\ub294 \ubbfc\uac04\uc2e0\uc6a9(\uac00\uacc4\u00b7\uae30\uc5c5 \ub300\ucd9c)\uc774 \ub192\uc740 \uc2dc\uc7a5 \uac00\uaca9(\uc790\uc0b0 \uac00\uaca9\uc774 \uacfc\ub3c4\ud558\ub2e4\ub294 \uc758\ubbf8) \ubc0f \uc77c\ubd80 \uad6d\uac00\uc758 \ub290\uc2a8\ud55c \uc7ac\uc815\uc815\ucc45(\uc815\ubd80 \uc9c0\ucd9c \ud655\ub300)\uacfc \ud568\uaed8 \uae08\uc735\uc548\uc815\uc758 \uc704\ud5d8 \uc694\uc778\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4. \ubc1c\uc5b8\uc740 \ud654\uc694\uc77c \uc720\ub7fd\uc7a5 \uc911 \ub098\uc654\ub2e4.<\/p>\n
\uc77c\ubcf8 \uc5d4\ud654\ub294 \uc77c\ubcf8\uc740\ud589(BoJ) \uc815\ucc45 \ubc29\ud5a5\uc744 \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131 \uc18d\uc5d0 \uc57d\uc138 \uc555\ub825\uc744 \ubc1b\uc558\ub2e4. BoJ\ub294 \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uacfc \uc774\ub780 \ubd84\uc7c1 \uad00\ub828 \uc545\uc7ac\ub85c \uc778\ud55c \ubd80\ub2f4\uc744 \ubc18\uc601\ud574 \ubb3c\uac00 \uc804\ub9dd\uc740 \uc62c\ub9ac\uace0, \uc131\uc7a5\ub960 \uc804\ub9dd\uc740 \ub0ae\ucd9c \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n
\ub2c8\ud63c\uac8c\uc774\uc790\uc774\uc2e0\ubb38(\ub2db\ucf00\uc774)\uc740 BoJ\uac00 4\uc6d4 28\uc77c \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c 0.75%\ub85c \ub3d9\uacb0\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4. \ub2e4\ub978 \ubcf4\ub3c4\uc5d0\uc11c\ub294 BoJ\uac00 \uc911\ub3d9 \ubd84\uc7c1 \uc601\ud5a5\uc744 \uc810\uac80 \uc911\uc774\uba70, \uc774\ub974\uba74 6\uc6d4\ubd80\ud130 \uc815\ucc45 \uc815\uc0c1\ud654(\ucd08\uc800\uae08\ub9ac\u00b7\ub300\uaddc\ubaa8 \uc644\ud654\uc5d0\uc11c \uc11c\uc11c\ud788 \ubc97\uc5b4\ub098\ub294 \uacfc\uc815)\ub97c \ub2e4\uc2dc \uc5b8\uae09\ud560 \uc218 \uc788\ub2e4\uace0 \uc804\ud588\ub2e4.<\/p>\n
\ub3c5\uc77c \uacbd\uae30\uc2ec\ub9ac \uae09\ub77d\uc5d0\ub3c4 EUR\/JPY\uac00 187.20\uc120\uc5d0\uc11c \ubc84\ud2f0\ub294 \ubaa8\uc2b5\uc774\ub2e4. ZEW \uc9c0\ud45c\uac00 -17.2\ub85c \uae09\ub77d\ud55c \uac83\uc740 \uc720\ub85c\uc874 \ucd5c\ub300 \uacbd\uc81c\uc778 \ub3c5\uc77c\uc5d0 \ubd80\ub2f4\uc774 \ucee4\uc84c\ub2e4\ub294 \uc2e0\ud638\ub2e4. \ub2e4\ub9cc \uc720\ub85c \uc57d\uc138 \uc694\uc778\uc774 \uc5d4\ud654 \uc57d\uc138 \uc555\ub825\uacfc \ub9de\ubb3c\ub9ac\uba70 \ud658\uc728\uc774 \ud06c\uac8c \ubc00\ub9ac\uc9c0\ub294 \uc54a\ub294 \ud750\ub984\uc774\ub2e4.<\/p>\n
\ub3c5\uc77c \ud1b5\uacc4\uccad(\ub370\uc2a4\ud0c0\ud2f0\uc2a4)\uc758 4\uc6d4 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218) \uc18d\ubcf4\uce58\uac00 \uc804\ub144 \ub300\ube44 1.9%\ub85c \ub0b4\ub824\uc628 \uc810\ub3c4 ECB\uac00 \uc2e0\uc911\ud560 \uac00\ub2a5\uc131\uc744 \ub192\uc778\ub2e4. \uc774\ub294 ECB\uac00 \uae08\ub9ac \uc778\uc0c1 \ub4f1 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1\u00b7\uc720\ub3d9\uc131 \ucd95\uc18c)\uc73c\ub85c \uc11c\ub450\ub974\uc9c0 \uc54a\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \uc911\uae30\uc801\uc73c\ub85c \uc720\ub85c \uac15\uc138\ub97c \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. \ubbfc\uac04\uc2e0\uc6a9 \uc704\ud5d8\uc5d0 \ub300\ud55c ECB\uc758 \uacbd\uace0 \uc5ed\uc2dc \uc774\ub7f0 \uc2e0\uc911\ub860\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n
\ub2e4\ub9cc \uc774 \ud1b5\ud654\uc30d\uc758 \ud575\uc2ec \ubcc0\uc218\ub294 \uc5ec\uc804\ud788 BoJ\uc758 \uc815\ucc45 \uc804\ub9dd\uc774\ub2e4. BoJ\uac00 4\uc6d4 28\uc77c \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c 0.75%\ub85c \ub3d9\uacb0\ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774 \uc6b0\uc138\ud55c \ub9cc\ud07c, \uc5d4\ud654\ub294 \uae08\ub9ac \ub9e4\ub825(\uc218\uc775\ub960)\uc774 \ub0ae\ub2e4\ub294 \uc810\uc774 \uacc4\uc18d \ubd80\ub2f4\uc774\ub2e4. OIS(\ubb34\uc704\ud5d8\uc5d0 \uac00\uae4c\uc6b4 \ub2e8\uae30\uae08\ub9ac\ub97c \ubc14\ud0d5\uc73c\ub85c \ud55c \uae08\ub9ac \uc2a4\uc651\uc73c\ub85c, \uc2dc\uc7a5\uc758 \uae30\uc900\uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601) \uc2dc\uc7a5 \uac00\uaca9\uc740 7\uc6d4 \uc774\uc804 BoJ \uae08\ub9ac \uc778\uc0c1 \ud655\ub960\uc744 15% \uc815\ub3c4\ub85c \ubcf4\uace0 \uc788\uc5b4, \uc644\ud654\uc801(\ube44\ub458\uae30\ud30c\u00b7dovish) \ubd84\uc704\uae30\ub97c \uac15\ud654\ud55c\ub2e4.<\/p>\n
\uc774\ub294 2023~2024\ub144 \uc5d4\ud654 \uc57d\uc138 \ud750\ub984\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud55c\ub2e4. \ub2f9\uc2dc\uc5d0\ub3c4 BoJ\uc758 \ub9e4\uc6b0 \uc644\ud654\uc801\uc778 \uc815\ucc45\uc774 \uc0c1\ub300 \ud1b5\ud654\uc758 \uc57d\uc138\ubcf4\ub2e4 \ub354 \ud070 \uc601\ud5a5\uc744 \uc8fc\uba70 \ucd94\uc138\uac00 \uc774\uc5b4\uc84c\ub2e4. \uc911\ub3d9 \ubd84\uc7c1 \ubd88\ud655\uc2e4\uc131\uacfc \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uc740 BoJ\uac00 \uc758\ubbf8 \uc788\ub294 \uc815\uc0c1\ud654\ub97c \ub2a6\ucd9c \uc774\uc720\ub97c \ub354\ud55c\ub2e4.<\/p>\n
\uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c \uc5d4\ud654 \uc57d\uc138\uac00 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubcf4\ub294 \ud22c\uc790\uc790\ub294 188.00\uc744 \uc6c3\ub3c4\ub294 \ud589\uc0ac\uac00\uaca9\uc758 EUR\/JPY \ucf5c\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud574 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\ub2e4. \ub610\ub294 BoJ \ud68c\uc758\ub97c \uc55e\ub450\uace0 1\uac1c\uc6d4 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58)\uc774 9.5%\ub85c \uc0c1\uc2b9\ud55c \ub9cc\ud07c, \ub871 \uc2a4\ud2b8\ub798\ub4e4(\ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \uac19\uc740 \ub9cc\uae30\u00b7\ud589\uc0ac\uac00\ub85c \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ubc29\ud5a5\uacfc \ubb34\uad00\ud558\uac8c \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uc744 \ud1b5\ud574 BoJ\uac00 \uc608\uc0c1 \ubc16 \uacb0\uc815\uc744 \ub0b4\ub9b4 \ub54c \uc591\ubc29\ud5a5 \ubcc0\ub3d9\uc5d0 \ub300\uc751\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ucda9\uaca9 ZEW\uc5d0\ub3c4 EUR\/JPY 187.20 \uacac\uc870. \ub3c5\uc77c\u00b7\uc720\ub85c\uc874 \uacbd\uae30\uc2ec\ub9ac \uae09\ub77d, ECB\ub294 \ubb3c\uac00 \ub454\ud654\u00b7\uc2e0\uc6a9\uc704\ud5d8\uc5d0 \uc2e0\uc911. \uc2dc\uc7a5 \ucd08\uc810\uc740 BoJ: 0.75% \ub3d9\uacb0\u00b7\uc778\uc0c1\ud655\ub960 15%\ub85c \uc5d4 \uc57d\uc138, \uc635\uc158 \ubcc0\ub3d9\uc131 \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-45150","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\/45150","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=45150"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45150\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}