{"id":45266,"date":"2026-04-22T17:20:47","date_gmt":"2026-04-22T17:20:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%ba%90%eb%82%98%eb%8b%a4-%ec%97%b0%ea%b0%84-%ec%8b%a0%ea%b7%9c-%ec%a3%bc%ed%83%9d%ea%b0%80%ea%b2%a9%ec%a7%80%ec%88%98-3%ec%9b%94-2-3%eb%a1%9c-%ed%95%98%eb%9d%bd%ec%a7%81%ec%a0%84\/"},"modified":"2026-04-22T17:20:47","modified_gmt":"2026-04-22T17:20:47","slug":"%ec%ba%90%eb%82%98%eb%8b%a4-%ec%97%b0%ea%b0%84-%ec%8b%a0%ea%b7%9c-%ec%a3%bc%ed%83%9d%ea%b0%80%ea%b2%a9%ec%a7%80%ec%88%98-3%ec%9b%94-2-3%eb%a1%9c-%ed%95%98%eb%9d%bd%ec%a7%81%ec%a0%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%ba%90%eb%82%98%eb%8b%a4-%ec%97%b0%ea%b0%84-%ec%8b%a0%ea%b7%9c-%ec%a3%bc%ed%83%9d%ea%b0%80%ea%b2%a9%ec%a7%80%ec%88%98-3%ec%9b%94-2-3%eb%a1%9c-%ed%95%98%eb%9d%bd%ec%a7%81%ec%a0%84\/","title":{"rendered":"\uce90\ub098\ub2e4 \uc5f0\uac04 \uc2e0\uaddc \uc8fc\ud0dd\uac00\uaca9\uc9c0\uc218, 3\uc6d4 -2.3%\ub85c \ud558\ub77d\u2026\uc9c1\uc804\uce58 -2.1%"},"content":{"rendered":"<p>\uce90\ub098\ub2e4\uc758 3\uc6d4 \uc2e0\uaddc\uc8fc\ud0dd\uac00\uaca9\uc9c0\uc218(New Housing Price Index, **\uc2e0\uaddc\ub85c \uc9c0\uc5b4\uc9c4 \uc8fc\ud0dd\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc744 \uce21\uc815\ud558\ub294 \uc9c0\ud45c**)\ub294 \uc804\ub144 \ub300\ube44 2.3% \ud558\ub77d\ud588\ub2e4. \uc774\uc804 \ubc1c\ud45c\uce58\uc758 2.1% \ud558\ub77d\ubcf4\ub2e4 \ub099\ud3ed\uc774 \ud655\ub300\ub410\ub2e4.<\/p>\n<p>\uc774\ubc88 \ub370\uc774\ud130\ub294 \uc2e0\uaddc \uc8fc\ud0dd \uac00\uaca9\uc774 1\ub144 \uc804\uacfc \ube44\uad50\ud574 \uacc4\uc18d \ud558\ub77d\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. -2.1%\uc5d0\uc11c -2.3%\ub85c\uc758 \ubcc0\ud654\ub294 3\uc6d4\uc5d0 \uc5f0\uac04 \ud558\ub77d \uc18d\ub3c4\uac00 \uc18c\ud3ed \ube68\ub77c\uc84c\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n<h3>\ud1b5\ud654\uc815\ucc45\uc5d0 \ub300\ud55c \uc2dc\uc0ac\uc810<\/h3>\n<p>\uc2e0\uaddc\uc8fc\ud0dd\uac00\uaca9\uc9c0\uc218\uac00 \uc804\ub144 \ub300\ube44 -2.3%\ub85c \ucd94\uac00 \ud558\ub77d\ud55c \uac83\uc740 **\uacbd\uc81c\uc5d0\uc11c \uc911\uc694\ud55c \ubd80\ubb38\uc778 \uc8fc\ud0dd \uc2dc\uc7a5\uc758 \uc57d\uc138\uac00 \ub354 \ub69c\ub837\ud574\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac**\ud55c\ub2e4. \uc774\ub294 \uce90\ub098\ub2e4 \uc911\uc559\uc740\ud589(BoC)\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ud2b9\ud788 \ud1b5\uacc4\uccad \uc790\ub8cc\uc5d0\uc11c 3\uc6d4 CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218, **\uc18c\ube44\uc790\uac00 \uc0ac\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \uc218\uc900**)\uac00 1.9%\ub85c \ub0b4\ub824\uc624\uba70 \uc911\uc559\uc740\ud589 \ubaa9\ud45c\uce58(\ud1b5\uc0c1 2% \uc548\ud30e) \uc544\ub798\ub85c \ub4e4\uc5b4\uac04 \uc810\uc774 \uc601\ud5a5\uc744 \uc900\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc911\uc559\uc740\ud589\uc758 \ubb34\uac8c\uc911\uc2ec\uc774 **\ubb3c\uac00 \uc5b5\uc81c\uc5d0\uc11c \uacbd\uae30 \ubd80\uc591\uc73c\ub85c \uc774\ub3d9**\ud558\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc774\uc5d0 \ub530\ub77c \uc911\uc559\uc740\ud589\uc758 \ud5a5\ud6c4 \uba54\uc2dc\uc9c0\ub294 \u2018\ube44\ub458\uae30\ud30c(dovish, **\uae08\ub9ac \uc778\ud558 \ub4f1 \uc644\ud654\uc801 \uc815\ucc45\uc744 \uc120\ud638\ud558\ub294 \uc131\ud5a5**)\u2019\ub85c \uae30\uc6b8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uacfc\uac70\uc758 \ud070 \ud3ed \uae08\ub9ac \uc778\uc0c1(aggressive rate hikes, **\uc9e7\uc740 \uae30\uac04\uc5d0 \uae08\ub9ac\ub97c \ube60\ub974\uac8c \uc62c\ub9ac\ub294 \uc815\ucc45**)\uc774 \uc2dc\uac04\uc774 \uc9c0\ub098 \uacbd\uc81c\ub97c \uc2dd\ud788\ub294 \uacb0\uacfc\ub85c \uc774\uc5b4\uc84c\uace0, \uc774\ubc88 \uc8fc\ud0dd \uc9c0\ud45c\uac00 \uadf8 \uc601\ud5a5\uc73c\ub85c \ub098\ud0c0\ub09c \uac83\uc73c\ub85c \ubcfc \uc218 \uc788\ub2e4. \uc2dc\uc7a5\ub3c4 \uc774\ubbf8 \ubc18\uc751\ud558\uace0 \uc788\ub2e4. OIS(Overnight Index Swap, **\uc815\ucc45\uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601\ud558\ub294 \ub2e8\uae30 \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488**)\uc5d0\uc11c\ub294 7\uc6d4 \ud68c\uc758\uc5d0\uc11c 25bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, **0.01%\ud3ec\uc778\ud2b8**) \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 70% \uc774\uc0c1\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uae08\ub9ac \ud558\ub77d \uae30\ub300\ub294 \uce90\ub098\ub2e4\ub2ec\ub7ec(CAD)\uc5d0 \uc57d\uc138 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4. USD\/CAD \ud658\uc728\uc740 \uc774\ub7f0 \ubd84\uc704\uae30\ub97c \ubc18\uc601\ud574 \uc9c0\ub09c\uc8fc 1.38\uc120\uc744 \ub118\uc5b4\uc130\ub2e4. \uc774\ub294 \ubbf8 \uc5f0\uc900(Fed)\uacfc\uc758 \uc815\ucc45 \uaca9\ucc28(policy gap, **\uc591\uad6d \uae08\ub9ac \ubc29\ud5a5 \ucc28\uc774**)\uac00 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc608\uc0c1 \ub54c\ubb38\uc774\ub2e4. CAD \uc57d\uc138\ub85c \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\uc73c\ub85c\ub294 USD\/CAD \ucf5c\uc635\uc158(call option, **\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac**) \ub9e4\uc218\ucc98\ub7fc \ud658\uc728 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\ubc95\uc774 \uac70\ub860\ub41c\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ud589\uc0ac\uac00(strike price, **\uad8c\ub9ac\ub97c \ud589\uc0ac\ud560 \uc218 \uc788\ub294 \ubbf8\ub9ac \uc815\ud55c \uac00\uaca9**) 1.40\uc758 \ucf5c\uc635\uc158\uc774 \uadf8\ub7f0 \uc0ac\ub840\ub2e4.<\/p>\n<p>\uc8fc\uc2dd\uc2dc\uc7a5\uc740 \uc5c7\uac08\ub9b0\ub2e4. \uae08\ub9ac \uc778\ud558\ub294 \uc8fc\uac00\uc5d0 \uc6b0\ud638\uc801\uc77c \uc218 \uc788\uc9c0\ub9cc, \uacbd\uae30 \ub454\ud654\ub294 \ubd80\ub2f4\uc774\ub2e4. XIU(iShares S&#038;P\/TSX 60 Index ETF, **\uce90\ub098\ub2e4 \ub300\ud45c 60\uac1c \ub300\ud615\uc8fc \uc9c0\uc218\ub97c \ucd94\uc885\ud558\ub294 ETF**) \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility, **\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ubbf8\ub798 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58**)\uc740 3\uac1c\uc6d4 \ub0b4 \ucd5c\uace0 \uc218\uc900\uc73c\ub85c \uc62c\ub77c \uc2dc\uc7a5 \ubd88\ud655\uc2e4\uc131\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \ud070 \ud3ed\uc758 \uac00\uaca9 \uc6c0\uc9c1\uc784\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc774 \ud65c\uc6a9\ub420 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ub871 \uc2a4\ud2b8\ub798\ub4e4(long straddle, **\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uc11c \ud070 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud558\ub294 \uc804\ub7b5**)\uc774 \ub300\ud45c\uc801\uc774\ub2e4.<\/p>\n<h3>\uc2dc\uc7a5 \uc804\ub7b5 \uad00\ub828 \uace0\ub824\uc0ac\ud56d<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>\uce90\ub098\ub2e4 3\uc6d4 \uc2e0\uaddc\uc8fc\ud0dd\uac00\uaca9\uc9c0\uc218 \uc804\ub144\ube44 -2.3%\ub85c \ub099\ud3ed \ud655\ub300. CPI 1.9%\uae4c\uc9c0 \ub0b4\ub824 BoC 7\uc6d4 25bp \uc778\ud558 \uae30\ub300 70%\u2191. CAD \uc57d\uc138\u00b7USD\/CAD 1.38 \ub3cc\ud30c, \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-45266","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\/45266","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=45266"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45266\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}