{"id":45293,"date":"2026-04-22T23:52:40","date_gmt":"2026-04-22T23:52:40","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%9c%b4%ec%a0%84-%ec%86%8c%ec%8b%9d%ec%97%90-%ec%9c%84%ed%97%98%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ed%9a%8c%eb%b3%b5%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-%ec%84%a0%eb%ac%bc-4%eb%a7%8c910\/"},"modified":"2026-04-22T23:52:40","modified_gmt":"2026-04-22T23:52:40","slug":"%ed%9c%b4%ec%a0%84-%ec%86%8c%ec%8b%9d%ec%97%90-%ec%9c%84%ed%97%98%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ed%9a%8c%eb%b3%b5%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-%ec%84%a0%eb%ac%bc-4%eb%a7%8c910","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%9c%b4%ec%a0%84-%ec%86%8c%ec%8b%9d%ec%97%90-%ec%9c%84%ed%97%98%ec%84%a0%ed%98%b8-%ec%8b%ac%eb%a6%ac-%ed%9a%8c%eb%b3%b5%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-%ec%84%a0%eb%ac%bc-4%eb%a7%8c910\/","title":{"rendered":"\ud734\uc804 \uc18c\uc2dd\uc5d0 \uc704\ud5d8\uc120\ud638 \uc2ec\ub9ac \ud68c\ubcf5\u2026\ub2e4\uc6b0\uc9c0\uc218 \uc120\ubb3c 4\ub9cc9,100\uc120 \ubc11\uc5d0\uc11c 4\ub9cc9,500\uc120\uc73c\ub85c \uc0c1\uc2b9"},"content":{"rendered":"

\ub2e4\uc6b0\uc874\uc2a4\uc0b0\uc5c5\ud3c9\uade0(DJIA) \uc120\ubb3c\uc740 23\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubbf8\uad6d\uc7a5 \uc218\uc694\uc77c \uac70\ub798\uc5d0\uc11c \uc0c1\uc2b9\ud574, \ubc24\uc0ac\uc774 4\ub9cc9,100\uc120 \uc544\ub798\uae4c\uc9c0 \ubc00\ub838\ub358 \uc800\uc810\uc5d0\uc11c 4\ub9cc9,500\uc120 \ubd80\uadfc\uc73c\ub85c \ud68c\ubcf5\ud588\ub2e4. \uc55e\uc11c \ub9e4\ub3c4\uc138\ub85c \uc120\ubb3c\uc740 \ud654\uc694\uc77c \uace0\uc810(4\ub9cc9,800\uc120 \uc0c1\ud68c) \ub300\ube44 \uc57d 750\ud3ec\uc778\ud2b8 \ud558\ub77d\ud55c \ubc14 \uc788\ub2e4.<\/p>\n

\uc774\ubc88 \ubc18\ub4f1\uc740 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ud30c\ud0a4\uc2a4\ud0c4\uc758 \uc544\uc2ec \ubb34\ub2c8\ub974 \uc721\uad70\uc6d0\uc218\uc640 \uc170\ubc14\uc988 \uc0e4\ub9ac\ud504 \ucd1d\ub9ac\uc758 \uc694\uccad \uc774\ud6c4 \uc774\ub780 \ud734\uc804(\ubb34\ub825 \ucda9\ub3cc\uc744 \uba48\ucd94\uae30\ub85c \ud55c \ud569\uc758) \uae30\uac04\uc744 \uc5f0\uc7a5\ud55c \ub370 \ub530\ub978 \uac83\uc774\ub2e4. \ub2e4\ub9cc \ubc31\uc545\uad00\uc740 \uc774\ub780 \ubd09\uc1c4(\ud2b9\uc815 \uad6d\uac00\uc758 \ud574\uc0c1\u00b7\ubb3c\ub958 \uc774\ub3d9\uc744 \uc81c\ud55c\ud558\ub294 \uc870\uce58)\ub294 \uc720\uc9c0\ud588\ub2e4.<\/p>\n

Strait Of Hormuz Tensions<\/h3>\n

\ud638\ub974\ubb34\uc988 \ud574\ud611\uc5d0\uc11c\ub294 \uc774\ub780 \ud574\uad70\uc774 \uc218\uc694\uc77c \ucee8\ud14c\uc774\ub108\uc120 2\ucc99\uc744 \ub098\ud3ec(\uc120\ubc15\uc744 \uac15\uc81c\ub85c \ud655\ubcf4)\ud588\ub2e4. \ube0c\ub80c\ud2b8\uc720(\ubd81\ud574\uc0b0 \uc6d0\uc720\ub85c \uad6d\uc81c \uc720\uac00\uc758 \ub300\ud45c \uc9c0\ud45c)\ub294 2% \uc774\uc0c1 \uc62c\ub77c \ubc30\ub7f4\ub2f9 \uc57d 101\ub2ec\ub7ec, WTI(\uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0 \uc911\uc9c8\uc720\ub85c \ubbf8\uad6d \uc720\uac00\uc758 \ub300\ud45c \uc9c0\ud45c)\ub3c4 2% \uc0c1\uc2b9\ud574 92\ub2ec\ub7ec \ubd80\uadfc\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n

1\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uc2dc\uc98c\uc5d0\uc11c \uae30\uc5c5 \uc2e4\uc801\uc740 \uc8fc\uac00\ub97c \uc9c0\uc9c0\ud588\ub2e4. \ubcf4\uc789\uc740 1\ubd84\uae30 \uc190\uc2e4\uc774 \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uc791\uac8c \ub098\uc624\uba70 \uc8fc\uac00\uac00 5% \uc0c1\uc2b9\ud588\uace0, GE \ubc84\ub178\ubc14\ub294 1\ubd84\uae30 \ub9e4\ucd9c\uc774 \uc804\ub9dd\uce58\ub97c \uc6c3\ub3cc\uba70 12% \uae09\ub4f1\ud588\ub2e4.<\/p>\n

\ud329\ud2b8\uc14b(FactSet\u00b7\uae08\uc735\uc2dc\uc7a5 \ub370\uc774\ud130 \uc81c\uacf5\uc5c5\uccb4) \uc9d1\uacc4\uc5d0 \ub530\ub974\uba74 \ud604\uc7ac\uae4c\uc9c0 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud55c S&P500(\ubbf8\uad6d \ub300\ud615\uc8fc 500\uac1c\ub85c \uad6c\uc131\ub41c \ub300\ud45c \uc9c0\uc218) \uae30\uc5c5\uc758 80% \uc774\uc0c1\uc774 \uc2dc\uc7a5 \uae30\ub300\ub97c \uc0c1\ud68c\ud588\ub2e4. \ub098\uc2a4\ub2e5(\ubbf8\uad6d \uae30\uc220\uc8fc \uc911\uc2ec \uc9c0\uc218)\uc740 \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud55c \ub4a4 1.3% \uc0c1\uc2b9 \ub9c8\uac10\ud588\uace0, S&P500\uc740 0.8% \uc62c\ub790\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc740 \ub2e4\uc74c\uc73c\ub85c \ubaa9\uc694\uc77c 12:30 GMT(\uadf8\ub9ac\ub2c8\uce58 \ud45c\uc900\uc2dc) \ubc1c\ud45c\ub418\ub294 \uc2e0\uaddc \uc2e4\uc5c5\uc218\ub2f9 \uccad\uad6c\uac74\uc218(\uc2e4\uc9c1\uc790\uac00 \ucc98\uc74c\uc73c\ub85c \uc2e4\uc5c5\uae09\uc5ec\ub97c \uc2e0\uccad\ud55c \uac74\uc218)\ub97c \uc8fc\uc2dc\ud55c\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uc740 21\ub9cc2,000\uac74\uc73c\ub85c, \uc774\uc804 20\ub9cc7,000\uac74\uc5d0\uc11c \uc99d\uac00\ub85c \uc81c\uc2dc\ub410\ub2e4. \uc774\uc5b4 13:45 GMT\uc5d0\ub294 S&P \uae00\ub85c\ubc8c PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218\u00b7\uae30\uc5c5 \uad6c\ub9e4\ub2f4\ub2f9\uc790 \uc124\ubb38\uc744 \ubc14\ud0d5\uc73c\ub85c \uacbd\uae30 \ud655\uc7a5\/\uc704\ucd95\uc744 \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c)\uac00 \ub098\uc628\ub2e4. \uc81c\uc870\uc5c5\uc740 52.5(\uc774\uc804 52.3), \uc11c\ube44\uc2a4\uc5c5\uc740 50.0(\uc774\uc804 49.8)\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uae08\uc694\uc77c\uc5d0\ub294 \ubbf8\uc2dc\uac04\ub300 \ubc1c\ud45c(\uc124\ubb38 \uae30\ubc18 \uacbd\uae30\u00b7\ubb3c\uac00 \uae30\ub300 \uc9c0\ud45c) \uc911 1\ub144 \uae30\ub300\uc778\ud50c\ub808\uc774\uc158(\ud5a5\ud6c4 1\ub144 \ubb3c\uac00 \uc0c1\uc2b9 \uc608\uc0c1\uce58)\uc774 4.8%\ub85c \uc81c\uc2dc\ub410\ub2e4.<\/p>\n

Lessons From Prior Geopolitical Dips<\/h3>\n

\ud604\uc7ac \ubcc0\ub3d9\uc131\uc740 \uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0ac\uac70\ub098 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uac70\ub798\uc790\uc5d0\uac8c \uae30\ud68c\ub97c \uc81c\uacf5\ud55c\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX\u00b7S&P500\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc744 \ubc18\uc601\ud574 \u2018\uacf5\ud3ec\uc9c0\uc218\u2019\ub85c \ubd88\ub9bc)\ub294 \ucd5c\uadfc 18\uc744 \uc6c3\ub3cc\uba70 \uc62c\ud574 \ucd08 \uc800\uc810 \ub300\ube44 \ud06c\uac8c \uc62c\ub790\uace0, \uc774\ub294 \uc911\ub3d9 \ubd88\ud655\uc2e4\uc131 \ud655\ub300\ub97c \ubc18\uc601\ud55c\ub2e4. \ubcc0\ub3d9\uc131\uc774 \ub192\uc544\uc9c0\uba74 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc774 \ube44\uc2f8\uc9c0\ub294 \uacbd\ud5a5\uc774 \uc788\uc5b4, \uc6b0\ub7c9 \uae30\uc5c5\uc774\ub098 \uad11\ubc94\uc704\ud55c \uc9c0\uc218\uc5d0 \ub300\ud574 \ud48b\uc635\uc158 \ub9e4\ub3c4(\ud558\ub77d \uc2dc \ub9e4\uc218 \uc758\ubb34\ub97c \uc9c0\ub294 \ub300\uc2e0 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5)\ub97c \ud1b5\ud574 \uc218\uc775\uc744 \uc5bb\uace0 \ub354 \ub0ae\uc740 \ub9e4\uc218\uac00\ub97c \uc124\uc815\ud558\ub294 \ubc29\ubc95\uc774 \uac00\ub2a5\ud558\ub2e4.<\/p>\n

2025\ub144 \ub2f9\uc2dc\uc758 \uc624\uc77c \uc1fc\ud06c(\uc720\uac00 \uae09\ub4f1\uc73c\ub85c \uacbd\uc81c \uc804\ubc18\uc5d0 \ucda9\uaca9\uc744 \uc8fc\ub294 \uc0c1\ud669)\uc640 \ub2ec\ub9ac, \ube0c\ub80c\ud2b8\uc720\ub294 \ucd5c\uadfc \uae34\uc7a5\uc5d0\ub3c4 \ubc30\ub7f4\ub2f9 90\ub2ec\ub7ec \uc704\uc5d0\uc11c \uc548\ucc29\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4. \ubbf8 \uc5d0\ub108\uc9c0\uc815\ubcf4\uccad(EIA\u00b7\ubbf8\uad6d \uc815\ubd80\uc758 \uc5d0\ub108\uc9c0 \ud1b5\uacc4 \uae30\uad00) \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \uc6d0\uc720 \uc7ac\uace0(\uc800\uc7a5\ub41c \uc6d0\uc720 \ubb3c\ub7c9)\uac00 \ub298\uace0 \uc788\uc5b4, \uc2dc\uc7a5 \uacf5\uae09\uc774 1\ub144 \uc804\ubcf4\ub2e4 \ub098\uc544\uc84c\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ub294 \uc5d0\ub108\uc9c0\ubc1c \uc778\ud50c\ub808\uc774\uc158(\uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc804\uccb4 \ubb3c\uac00\ub97c \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud604\uc0c1)\uc744 \uc5b5\uc81c\ud558\uace0, \uc6b4\uc1a1\u00b7\uc0b0\uc5c5 \uad00\ub828 \uc8fc\uc2dd\uc5d0 \ubd80\ub2f4\uc744 \ub35c\uc5b4\uc900\ub2e4.<\/p>\n

\uc774 \uc2dc\uc7a5\uc758 \ud575\uc2ec\uc740 \uacac\uc870\ud55c \uc2e4\uc801 \uc2dc\uc98c\uc774\ub2e4. \ud329\ud2b8\uc14b\uc5d0 \ub530\ub974\uba74 \uc774\ubc88 \ubd84\uae30 \ud604\uc7ac\uae4c\uc9c0 S&P500 \uae30\uc5c5\uc758 77% \uc774\uc0c1\uc774 \uc774\uc775 \uc804\ub9dd\uce58\ub97c \uc0c1\ud68c\ud574, \uc870\uc815 \uc2dc \ub9e4\uc218 \ub17c\ub9ac\uac00 \ub4b7\ubc1b\uce68\ub41c\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI\u00b7\uc0ac\ub78c\uc758 \ud559\uc2b5\u00b7\ud310\ub2e8\uc744 \ubaa8\uc0ac\ud558\ub294 \ucef4\ud4e8\ud130 \uae30\uc220) \uc778\ud504\ub77c(\ub370\uc774\ud130\uc13c\ud130\u00b7\uc11c\ubc84\u00b7\uc804\ub825 \ub4f1 \uae30\ubc18 \uc124\ube44)\uc5d0 \ub300\ud55c \uc218\uc694\ub3c4 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uac00\uc7a5 \ud070 \uc704\ud5d8 \uc694\uc778\uc740 \ub048\uc801\ud55c \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \ud604\uc0c1)\uc73c\ub85c, \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \uc815\ucc45 \uc6b4\uc6a9\uc744 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4. \ucd5c\uadfc \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\uc785\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9\uc758 \ubcc0\ud654\ub97c \ubc18\uc601\ud558\ub294 \ubb3c\uac00 \uc9c0\ud45c)\ub294 \ubb3c\uac00\uac00 \uc5f0\uc728 3.5%\ub85c \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\ud0c0\ub0ac\uace0, \uc2dc\uc7a5\uc740 \uc5ec\ub984 \uae08\ub9ac \uc778\ud558 \uae30\ub300\ub97c \ub0ae\ucdc4\ub2e4. \ub530\ub77c\uc11c \ud30c\uc0dd \uc804\ub7b5(\uc120\ubb3c\u00b7\uc635\uc158 \ub4f1 \uac00\uce58\uac00 \uae30\ucd08\uc790\uc0b0\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uc0c1\ud488\uc744 \ud65c\uc6a9\ud55c \ub9e4\ub9e4)\uc5d0\ub294 \uae08\ub9ac\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc624\ub798 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud55c \ud5e4\uc9c0(\uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798)\ub97c \ud3ec\ud568\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201c\ud638\ub974\ubb34\uc988 \ubcc0\uc218\uc5d0\ub3c4 \uc2e4\uc801\uc774 \ubc1b\ucce4\ub2e4\u201d \ub2e4\uc6b0 \uc120\ubb3c 4\ub9cc9,500\uc120 \ud68c\ubcf5. \uc774\ub780 \ud734\uc804 \uc5f0\uc7a5 \uc18d \uc720\uac00 \uae09\ub4f1\u00b7VIX \uc0c1\uc2b9. S&P500 80% \uc5b4\ub2dd\uc11c\ud504\ub77c\uc774\uc988, \uace0\ubb3c\uac00\u00b7\uae08\ub9ac \ub9ac\uc2a4\ud06c \uacbd\uacc4.<\/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-45293","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\/45293","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=45293"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45293\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45293"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45293"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45293"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}