{"id":45165,"date":"2026-04-21T17:50:45","date_gmt":"2026-04-21T17:50:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%ea%b5%ad-3%ec%9b%94-%ec%86%8c%eb%a7%a4%ed%8c%90%eb%a7%a4-7521%ec%96%b5%eb%8b%ac%eb%9f%ac%eb%a1%9c-1-7-%ec%a6%9d%ea%b0%80%ec%98%88%ec%83%81%ec%b9%98-1-4-%ec%83%81%ed%9a%8c\/"},"modified":"2026-04-21T17:50:45","modified_gmt":"2026-04-21T17:50:45","slug":"%eb%af%b8%ea%b5%ad-3%ec%9b%94-%ec%86%8c%eb%a7%a4%ed%8c%90%eb%a7%a4-7521%ec%96%b5%eb%8b%ac%eb%9f%ac%eb%a1%9c-1-7-%ec%a6%9d%ea%b0%80%ec%98%88%ec%83%81%ec%b9%98-1-4-%ec%83%81%ed%9a%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad-3%ec%9b%94-%ec%86%8c%eb%a7%a4%ed%8c%90%eb%a7%a4-7521%ec%96%b5%eb%8b%ac%eb%9f%ac%eb%a1%9c-1-7-%ec%a6%9d%ea%b0%80%ec%98%88%ec%83%81%ec%b9%98-1-4-%ec%83%81%ed%9a%8c\/","title":{"rendered":"\ubbf8\uad6d 3\uc6d4 \uc18c\ub9e4\ud310\ub9e4 7,521\uc5b5\ub2ec\ub7ec\ub85c 1.7% \uc99d\uac00\u2026\uc608\uc0c1\uce58 1.4% \uc0c1\ud68c, \ubbf8 \uc0c1\ubb34\ubd80 \uc778\uad6c\uc870\uc0ac\uad6d \ubc1c\ud45c"},"content":{"rendered":"

\ubbf8\uad6d \uc778\uad6c\uc870\uc0ac\uad6d(US Census Bureau)\uc740 3\uc6d4 \ubbf8\uad6d \uc18c\ub9e4\ud310\ub9e4\uac00 1.7% \uc99d\uac00\ud574 7,521\uc5b5\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ub294 2\uc6d4 0.7% \uc99d\uac00(\uae30\uc874 0.6%\uc5d0\uc11c \uc0c1\ud5a5 \uc218\uc815)\uc5d0 \uc774\uc740 \uac83\uc774\uba70, \uc2dc\uc7a5 \uc608\uc0c1\uce58(1.4%)\ub97c \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n

\uc18c\ub9e4\ud310\ub9e4\ub294 \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 4% \uc99d\uac00\ud574 2\uc6d4\uacfc \uac19\uc740 \uc218\uc900\uc774\uc5c8\ub2e4. 2026\ub144 1~3\uc6d4 \ub204\uc801 \ucd1d\ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 3.7%(\u00b10.4%) \ub298\uc5c8\ub2e4.<\/p>\n

Retail Trade Momentum<\/h3>\n

\uc18c\ub9e4\uc5c5(\ub9ac\ud14c\uc77c \ud2b8\ub808\uc774\ub4dc) \ub9e4\ucd9c\uc740 2026\ub144 2\uc6d4 \ub300\ube44 1.9%(\u00b10.5%) \uc99d\uac00\ud588\ub2e4. \uc804\ub144 \ub300\ube44\ub85c\ub294 4.2%(\u00b10.5%) \ub298\uc5c8\ub2e4.<\/p>\n

\uc9c0\ud45c \ubc1c\ud45c \uc774\ud6c4 \ub2ec\ub7ec\uc778\ub371\uc2a4(\uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58 \uc9c0\uc218)\ub294 \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4. \uc7a5\uc911 0.2% \uc624\ub978 98.25\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n

3\uc6d4 \uc18c\ub9e4\ud310\ub9e4\uac00 1.7%\ub85c \uac15\ud558\uac8c \ub098\uc628 \uac83\uc740 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\uc758 \uc870\uae30 \uae08\ub9ac\uc778\ud558 \uac00\ub2a5\uc131\uc744 \ub0ae\ucd98\ub2e4. \uc2dc\uc7a5\uc758 \uae08\ub9ac \uc804\ub9dd\uc774 \ubc14\ub00c\uace0 \uc788\ub2e4. \uc774\ub294 2024\ub144 1\ubd84\uae30 \ub192\uc740 \ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158) \uc9c0\ud45c\ub85c \uc644\ud654(\uae08\ub9ac \uc778\ud558) \uae30\ub300\uac00 \ubbf8\ub904\uc84c\ub358 \ud750\ub984\uacfc \uc720\uc0ac\ud558\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uae08\ub9ac\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \ub54c \uc720\ub9ac\ud55c \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 SOFR \uc120\ubb3c(\ub2f4\ubcf4\ubd80 \uc775\uc77c\ubb3c \uae08\ub9ac\uc778 SOFR\uc744 \uae30\ucd08\ub85c \ud55c \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488) \ub9e4\ub3c4\ub294 \uae08\ub9ac \uc0c1\uc2b9 \ub610\ub294 \uc778\ud558 \uc9c0\uc5f0\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n

\uc18c\ube44\uc9c0\ucd9c\uc740 \uacbd\uc81c\ud65c\ub3d9\uc758 \uc57d 70%\ub97c \ucc28\uc9c0\ud574 \uae30\uc5c5 \uc2e4\uc801\uc758 \uae30\ubc18\uc774 \ub41c\ub2e4. \uc9c0\ub09c\ud574\uc5d0\ub294 \uc11c\ube44\uc2a4 \uc18c\ube44\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud588\uc9c0\ub9cc, \uc774\ubc88 \uc9c0\ud45c\ub294 \uc0c1\ud488 \uc911\uc2ec\uc758 \uc18c\ub9e4 \ud310\ub9e4\uac00 \ub418\uc0b4\uc544\ub0ac\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4(\uc6d4\uac04 1.9% \uc99d\uac00). \uc774\uc5d0 \ub530\ub77c, \uc784\uc758\uc18c\ube44\uc7ac \uc139\ud130 ETF(\uacbd\uae30 \ubbfc\uac10 \uc18c\ube44\uc7ac \uae30\uc5c5\uc744 \ubb36\uc740 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uc758 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud574 \uac15\uc138 \uc9c0\uc18d\uc5d0 \ub300\uc751\ud558\ub294 \uc804\ub7b5\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n

Volatility And Currency Implications<\/h3>\n

\uc608\uc0c1\ubcf4\ub2e4 \uac15\ud55c \uc18c\ube44\ub294 Fed\uc758 \ub2e4\uc74c \uc870\uce58\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc744 \ud0a4\uc6cc \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc62c\ud574\ub294 \uc2dc\uc7a5\uc774 \ube44\uad50\uc801 \uc548\uc815\uc801\uc778 \uad6c\uac04\uc774 \uc788\uc5c8\uace0, VIX(\ubbf8\uad6d S&P500 \uc635\uc158\uc744 \ubc14\ud0d5\uc73c\ub85c \ud55c \ubcc0\ub3d9\uc131 \uc9c0\uc218)\uac00 \uc9c0\ub09c\ub2ec 14 \ubd80\uadfc\uc758 \uc5f0\uc911 \uc800\uc810\uad8c\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \uc774\ubc88 \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\ub97c \uac10\uc548\ud558\uba74 VIX \ucf5c\uc635\uc158 \ub9e4\uc218\ub294 \ubcc0\ub3d9\uc131 \uae09\ub4f1\uc5d0 \ub300\ube44\ud558\ub294 \ube44\uc6a9 \ud6a8\uc728\uc801 \ud5e4\uc9c0(\uc704\ud5d8 \ud68c\ud53c) \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc774\ubc88 \uc9c0\ud45c\ub85c \ub2ec\ub7ec\uc778\ub371\uc2a4\uac00 98.25\ub85c \uc624\ub978 \uac00\uc6b4\ub370, \ub2ec\ub7ec\ub294 \ucd94\uac00 \uac15\uc138\ub85c \uae30\uc6b8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc774\ub294 \ucd5c\uadfc \uc720\ub85c\uc874\uc5d0\uc11c \ubb3c\uac00 \ub454\ud654 \uc18d\ub3c4\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub974\uac8c \ub098\ud0c0\ub098 \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB)\uc758 \uc870\uae30 \uae08\ub9ac\uc778\ud558 \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub41c \uac83\uacfc \ub300\ube44\ub41c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc720\ub85c \ub300\ube44 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488 \uc804\ub7b5(\uc608: EUR\/USD \uc120\ubb3c \ub9e4\ub3c4\u00b7\uc720\ub85c\ub97c \ud314\uace0 \ub2ec\ub7ec\ub97c \uc0ac\ub294 \ud3ec\uc9c0\uc158)\uc774 \ub354 \ub9e4\ub825\uc801\uc73c\ub85c \ud3c9\uac00\ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\ubbf8\uad6d \uc18c\ube44 \ubd88\uaf43\u201d 3\uc6d4 \uc18c\ub9e4\ud310\ub9e4 1.7%\u2191\ub85c \uc608\uc0c1 \uc0c1\ud68c, \ub2ec\ub7ec 98.25 \uac15\uc138. Fed \uc870\uae30\uc778\ud558 \uae30\ub300 \ud6c4\ud1f4\uc5d0 \uace0\uae08\ub9ac \ubca0\ud305\u00b7\ubcc0\ub3d9\uc131 \ud5e4\uc9c0(VIX \ucf5c)\u00b7\ub2ec\ub7ec\/\uc720\ub85c \ub9e4\ub3c4 \uc804\ub7b5 \ubd80\uc0c1.<\/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-45165","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\/45165","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=45165"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45165\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}