{"id":45267,"date":"2026-04-22T17:23:28","date_gmt":"2026-04-22T17:23:28","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4-%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-100%eb%8b%ac%eb%9f%ac-%ea%b7%bc%ec%a0%91%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4\/"},"modified":"2026-04-22T17:23:28","modified_gmt":"2026-04-22T17:23:28","slug":"ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4-%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-100%eb%8b%ac%eb%9f%ac-%ea%b7%bc%ec%a0%91%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4-%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-100%eb%8b%ac%eb%9f%ac-%ea%b7%bc%ec%a0%91%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4\/","title":{"rendered":"OCBC \uc804\ub7b5\uac00\ub4e4 \u201c\ube0c\ub80c\ud2b8\uc720, 100\ub2ec\ub7ec \uadfc\uc811\u201d\u2026\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubb3c\ub958 \ucc28\uc9c8\uc5d0 \uc720\uac00\ubc1c \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc6b0\ub824 \ud655\uc0b0"},"content":{"rendered":"

\ube0c\ub80c\ud2b8\uc720\ub294 \uc9c0\uc815\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc774 \ub2e4\uc2dc \ucee4\uc9c0\uba74\uc11c \uc0c1\uc2b9\ud574 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\uc5d0 \uadfc\uc811\ud558\uace0 \uc788\ub2e4. \ud575\uc2ec \ud574\uc0c1 \uc694\ucda9\uc9c0\uc778 \ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9 \uc6d0\uc720 \uc218\uc1a1\uc758 \uc8fc\uc694 \ud1b5\ub85c)\uc744 \ud1b5\ud55c \uc6d0\uc720 \ud750\ub984\uc774 \uc870\uae30\uc5d0 \uc815\uc0c1\ud654\ub420 \uac00\ub2a5\uc131\uc740 \ub0ae\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \uc2dc\uc7a5\uc740 \u201c\uc720\uac00 \uc0c1\uc2b9 + \uc131\uc7a5 \ub454\ud654 + \ubb3c\uac00 \uc0c1\uc2b9\u201d\uc774\ub77c\ub294 \uc870\ud569\uc73c\ub85c \ubc18\uc751\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uacf5\uae09 \ucc28\uc9c8\uc774 \ud55c \ub2ec \ub354 \uc774\uc5b4\uc9c0\uba74 \uc6d0\uc720 \uc7ac\uace0\uac00 \u2018\uc6b4\uc601\uc0c1 \ucd5c\uc800\uce58(\uc815\uc720\u00b7\uc720\ud1b5 \uc2dc\uc2a4\ud15c\uc774 \uc815\uc0c1 \uac00\ub3d9\ub418\uae30 \uc704\ud574 \ud544\uc694\ud55c \ucd5c\uc18c \uc7ac\uace0 \uc218\uc900)\u2019\uc5d0 \uac00\uae4c\uc6cc\uc9c8 \uc218 \uc788\ub2e4. \uc774 \uacbd\uc6b0 \uc2dc\uc7a5 \uade0\ud615\uc740 \u2018\uc218\uc694 \ud30c\uad34(\uac00\uaca9 \uae09\ub4f1\uc73c\ub85c \uc18c\ube44\uac00 \uc904\uc5b4\ub4dc\ub294 \ud604\uc0c1)\u2019\ub85c \ub9de\ucdb0\uc9c8 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\uace0, \uc774\ub294 \ubb3c\uac00 \uc555\ub825\uacfc \uc131\uc7a5 \ub454\ud654 \uc694\uc778\uc744 \ud0a4\uc6b8 \uc218 \uc788\ub2e4.<\/p>\n

Oil Supply Shock And Inventory Risk<\/h3>\n

\uacf5\uae09 \ucc28\uc9c8\uc774 \uc788\uc5b4\ub3c4 \uc218\uc694\uac00 \uc57d\ud574\uc9c0\ub294 \uc2e0\ud638\uac00 \ub098\ud0c0\ub09c\ub2e4. \ud56d\uacf5\ud3b8 \ucde8\uc18c \uc99d\uac00, \uc815\uc720\uacf5\uc7a5 \uac00\ub3d9\ub960(\uc815\uc720\uc124\ube44\uac00 \uc2e4\uc81c\ub85c \ub3cc\uc544\uac00\ub294 \ube44\uc728) \ud558\ub77d, \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \ud56d\uacf5\uc720 \uc0ac\uc6a9 \ucd5c\uc801\ud654(\uc808\uc57d\u00b7\ud6a8\uc728\ud654) \ub300\ucc45 \ub17c\uc758 \ub4f1\uc774 \ub300\ud45c\uc801\uc774\ub2e4.<\/p>\n

\ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\uc5d0 \ub2e4\uac00\uc11c\uba74\uc11c \uc2dc\uc7a5\uc740 \u2018\uc624\uc77c-\uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158(\uc720\uac00 \uae09\ub4f1\uacfc \ud568\uaed8 \uacbd\uae30 \ub454\ud654\u00b7\ubb3c\uac00 \uc0c1\uc2b9\uc774 \ub3d9\uc2dc\uc5d0 \ub098\ud0c0\ub098\ub294 \uc0c1\ud669)\u2019\uc5d0 \uc9c4\uc785\ud558\ub294 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc8fc\uc694 \uc6d0\uc778\uc740 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\ud55c \ubb3c\ub3d9\ub7c9 \ucc28\uc9c8\uc774\ub2e4. \ubd88\ud655\uc2e4\uc131\uc774 \ud070 \ub9cc\ud07c \ud5a5\ud6c4 \uc218 \uc8fc\uac04 \uac00\uaca9 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ucd9c\ub801\uc774\ub294 \uc815\ub3c4)\uc774 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n

\uc9c0\ub09c\uc8fc \ubbf8\uad6d \uc5d0\ub108\uc9c0\uc815\ubcf4\uccad(EIA\u00b7\ubbf8 \uc815\ubd80 \uc5d0\ub108\uc9c0 \ud1b5\uacc4 \uae30\uad00) \ubcf4\uace0\uc11c\uc5d0\uc11c\ub294 \uc6d0\uc720 \uc7ac\uace0\uac00 490\ub9cc \ubc30\ub7f4 \uac10\uc18c\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \uc608\uc0c1\uce58 210\ub9cc \ubc30\ub7f4 \uac10\uc18c\ub97c \ud06c\uac8c \uc6c3\ub3c4\ub294 \uc218\uce58\ub85c, \uacf5\uae09 \uc555\ubc15\uc774 \uac15\ud558\ub2e4\ub294 \uc810\uc744 \uc7ac\ud655\uc778\ud588\ub2e4. \uc7ac\uace0\uac00 \uc6b4\uc601\uc0c1 \ucd5c\uc800\uce58\uc5d0 \uac00\uae4c\uc6cc\uc9c8\uc218\ub85d, \uacf5\uae09 \uad00\ub828 \ub274\uc2a4\uc5d0 \uac00\uaca9\uc774 \uacfc\ubbfc \ubc18\uc751\ud558\uae30 \uc27d\ub2e4.<\/p>\n

\uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc6d0\uc720 \u2018\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uc2dc\uc7a5\uc758 \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9\uc131 \uae30\ub300\uce58)\u2019\uc774 \uae09\ub4f1\ud574 \ub2e8\uc21c \ub9e4\uc218 \ud3ec\uc9c0\uc158 \ube44\uc6a9\uc774 \ucee4\uc9c4\ub2e4. \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub418 \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub824\uba74 \u2018\ucf5c \uc2a4\ud504\ub808\ub4dc(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \ucf5c\uc635\uc158\uc744 \uc0ac\uace0, \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ud30c\ub294 \uad6c\uc870\ub85c \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \uc804\ub7b5)\u2019\uac00 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \uc774\ub294 \ub2e8\uc21c \ucf5c\uc635\uc158 \ub9e4\uc218\ubcf4\ub2e4 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac12) \ubd80\ub2f4\uc744 \uc904\uc774\uba74\uc11c \uc0c1\uc2b9 \uad6c\uac04\uc758 \uc218\uc775\uc744 \ub178\ub9b0\ub2e4.<\/p>\n

Trading Implications For Volatility And Spreads<\/h3>\n

\ub3d9\uc2dc\uc5d0 \uc218\uc694 \ud30c\uad34\uc758 \uc2e0\ud638\ub97c \uc810\uac80\ud574\uc57c \ud55c\ub2e4. \uad6d\uc81c\ud56d\uacf5\uc6b4\uc1a1\ud611\ud68c(IATA) \ucd5c\uc2e0 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 2026\ub144 3\uc6d4 \uc804 \uc138\uacc4 \ud56d\uacf5\ud3b8 \ucde8\uc18c\ub294 \uc804\uc6d4 \ub300\ube44 8% \ub298\uc5c8\ub2e4. \uc218\uc694 \ub454\ud654\uac00 \uc774\uc5b4\uc9c0\uba74 \uacf5\uae09\uc774 \ud0c0\uc774\ud2b8\ud574\ub3c4 \uac00\uaca9 \uc0c1\ub2e8\uc774 \uc81c\ud55c\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc774\ub7f0 \uae34\uc7a5\uc740 \uc815\uc81c\ub9c8\uc9c4(\uc6d0\uc720\ub97c \uc81c\ud488\uc73c\ub85c \uc815\uc81c\ud574 \ub0a8\uae30\ub294 \uc774\uc775)\uacfc \u2018\ud06c\ub799 \uc2a4\ud504\ub808\ub4dc(\uc6d0\uc720 \uac00\uaca9\uacfc \ud718\ubc1c\uc720\u00b7\ud56d\uacf5\uc720 \uac19\uc740 \uc11d\uc720\uc81c\ud488 \uac00\uaca9\uc758 \ucc28\uc774\ub85c, \uc815\uc720\uc0ac\uc758 \uc218\uc775\uc131\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\u2019\uc5d0 \ubd80\ub2f4\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ud56d\uacf5\uc720\u00b7\ud718\ubc1c\uc720 \uc218\uc694\uac00 \uc6d0\uc720 \uacf5\uae09\ubcf4\ub2e4 \ube60\ub974\uac8c \uc57d\ud574\uc9c0\uba74 \uc2a4\ud504\ub808\ub4dc\uac00 \uc881\uc544\uc9c8 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uacbd\uae30 \uc57d\ud654\uc5d0 \ub300\ud55c \uad00\uc810\uc744 \ubcf4\ub2e4 \uc815\uad50\ud558\uac8c \ubc18\uc601\ud558\ub294 \uac70\ub798 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

2025\ub144 \uc774\ud6c4\ub97c \ub3cc\uc544\ubcf4\uba74, 2022\ub144 \ub9d0\uc5d0\ub294 \uae00\ub85c\ubc8c \uacbd\uae30\uce68\uccb4 \uc6b0\ub824\uac00 \uc6b0\ud06c\ub77c\uc774\ub098 \uc804\uc7c1\ubc1c \ucd08\uae30 \uacf5\uae09 \ucda9\uaca9\uc744 \uacb0\uad6d \uc555\ub3c4\ud558\uba70 \uc720\uac00\uac00 \uae09\ubc18\uc804\ud55c \uc0ac\ub840\uac00 \uc788\uc5c8\ub2e4. \uc774\ubc88\uc5d0\ub3c4 \uc911\uc559\uc740\ud589\uc774 \uc0c8 \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc5d0 \ub300\uc751\ud574 \u2018\ub9e4\ud30c\uc801(\uae08\ub9ac \uc778\uc0c1 \ub4f1 \uae34\ucd95\uc744 \uc120\ud638\ud558\ub294 \uc131\ud5a5)\u2019 \uae30\uc870\ub97c \uc720\uc9c0\ud574\uc57c \ud55c\ub2e4\uba74 \uc720\uc0ac\ud55c \ud750\ub984\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4. \uc774\ub294 \uc720\uac00\uc5d0 \uc7a5\uae30\uac04 \uacfc\ub3c4\ud558\uac8c \ub099\uad00\uc801\uc73c\ub85c \uc811\uadfc\ud558\ub294 \uac83\uc744 \uacbd\uacc4\ud558\uac8c \ub9cc\ub4e0\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ube0c\ub80c\ud2b8\uc720\uac00 \ud638\ub974\ubb34\uc988 \ucc28\uc9c8\ub85c 100\ub2ec\ub7ec \ud131\ubc11\u2026\uacf5\uae09 \uc1fc\ud06c \uc7a5\uae30\ud654 \ub550 \uc7ac\uace0\uac00 \uc6b4\uc601 \ucd5c\uc800\uce58\ub85c. \uc624\uc77c-\uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158\u00b7\ubcc0\ub3d9\uc131 \ud655\ub300 \uc18d \ucf5c\uc2a4\ud504\ub808\ub4dc, \uc218\uc694\ud30c\uad34\u00b7\ud06c\ub799\uc2a4\ud504\ub808\ub4dc \uc810\uac80 \ud544\uc694.<\/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-45267","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\/45267","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=45267"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45267\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45267"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45267"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}