{"id":45423,"date":"2026-04-24T06:21:47","date_gmt":"2026-04-24T06:21:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%bc%eb%b3%b8-%ea%b7%bc%ec%9b%90-%ec%86%8c%eb%b9%84%ec%9e%90%eb%ac%bc%ea%b0%80%ec%a7%80%ec%88%98cpi%c2%b7%ec%8b%9d%eb%a3%8c%ed%92%88%c2%b7%ec%97%90%eb%84%88%ec%a7%80-%ec%a0%9c%ec%99%b8-3\/"},"modified":"2026-04-24T06:21:47","modified_gmt":"2026-04-24T06:21:47","slug":"%ec%9d%bc%eb%b3%b8-%ea%b7%bc%ec%9b%90-%ec%86%8c%eb%b9%84%ec%9e%90%eb%ac%bc%ea%b0%80%ec%a7%80%ec%88%98cpi%c2%b7%ec%8b%9d%eb%a3%8c%ed%92%88%c2%b7%ec%97%90%eb%84%88%ec%a7%80-%ec%a0%9c%ec%99%b8-3","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%bc%eb%b3%b8-%ea%b7%bc%ec%9b%90-%ec%86%8c%eb%b9%84%ec%9e%90%eb%ac%bc%ea%b0%80%ec%a7%80%ec%88%98cpi%c2%b7%ec%8b%9d%eb%a3%8c%ed%92%88%c2%b7%ec%97%90%eb%84%88%ec%a7%80-%ec%a0%9c%ec%99%b8-3\/","title":{"rendered":"\uc77c\ubcf8 \uadfc\uc6d0 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0 \uc81c\uc678), 3\uc6d4 2.5%\uc5d0\uc11c 4\uc6d4 2.4%\ub85c \ub454\ud654"},"content":{"rendered":"<p>\uc77c\ubcf8\uc758 \uc2dd\ud488\u00b7\uc5d0\ub108\uc9c0\ub97c \uc81c\uc678\ud55c \uc804\uad6d \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI)\ub294 3\uc6d4 \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 2.4% \uc0c1\uc2b9\ud588\ub2e4. \uc9c1\uc804\uce58 2.5%\uc5d0\uc11c \ub454\ud654\ub410\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc77c\ubcf8\uc758 \ud575\uc2ec \uc778\ud50c\ub808\uc774\uc158(\ubcc0\ub3d9\uc774 \ud070 \uc2dd\ud488\u00b7\uc5d0\ub108\uc9c0\ub97c \ube80 \ubb3c\uac00 \uc0c1\uc2b9\ub960)\uc774 2.4%\ub85c \ub0b4\ub824\uc628 \uac83\uc740 \ubb3c\uac00 \uc0c1\uc2b9 \uc555\ub825\uc774 \uc815\uc810\uc5d0 \uac00\uae4c\uc6cc\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \uacf5\uaca9\uc801\uc778 \uae30\uc900\uae08\ub9ac \uc778\uc0c1 \ud544\uc694\uc131\uc740 \ub2e4\uc18c \uc644\ud654\ub420 \uc218 \uc788\ub2e4. 2026\ub144 2\ubd84\uae30\uc5d0 \ube60\ub978 \uc18d\ub3c4\ub85c \uc5f0\uc18d \uae08\ub9ac \uc778\uc0c1\uc774 \uc774\uc5b4\uc9c8 \uac83\uc774\ub77c\ub294 \uc2dc\uc7a5\uc758 \uae30\ub300\ub294 \uc904\uc77c \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774 \uc9c0\ud45c\ub294 2024\ub144 \uc815\ucc45 \uc804\ud658 \uc774\ud6c4 \uac15\ud654\ub418\ub358 \ub9e4\ud30c\uc801(\uae34\ucd95 \uc120\ud638) \ubd84\uc704\uae30\uc5d0 \uc81c\ub3d9\uc744 \uac74\ub2e4.<\/p>\n<h3>Implications For Currency Strategy<\/h3>\n<p>\uc678\ud658 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc5d4 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uc758 \ub9e4\ub825\uc774 \ub2e4\uc2dc \ubd80\uac01\ub41c\ub2e4. \uc5d4 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\ub294 \ub0ae\uc740 \uae08\ub9ac\uc758 \uc5d4\ud654\ub85c \uc790\uae08\uc744 \ube4c\ub824(\ucc28\uc785) \uae08\ub9ac\uac00 \ub354 \ub192\uc740 \ud1b5\ud654 \uc790\uc0b0\uc5d0 \ud22c\uc790\ud574 \uae08\ub9ac \ucc28\uc774\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\uc774\ub2e4. \ubbf8\u00b7\uc77c \uae08\ub9ac \uaca9\ucc28\ub294 \ub2f9\ubd84\uac04 \ud06c\uac8c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ud2b9\ud788 \uc5d4\/\ub2ec\ub7ec \ud658\uc728\uc774 \ub2ec\ub7ec\ub2f9 160\uc5d4 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 \uc218\uc2ed \ub144 \ub9cc\uc758 \uc218\uc900\uc774\ub2e4. \uc5d4\ud654 \uc57d\uc138 \ub610\ub294 \uc5d4\ud654\uac00 \ud06c\uac8c \uac15\ud574\uc9c0\uc9c0 \uc54a\ub294(\uc57d\uc138\u00b7\ud6a1\ubcf4) \uad6d\uba74\uc5d0\uc11c \uc720\ub9ac\ud55c \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ub2ec\ub7ec \ub300\ube44 \uc5d4\ud654 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc5d4\ud654\ub97c \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ud589\uc0ac\uac00\uac00 \ub192\uc740 \u2018\uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \ud658\uc728\ubcf4\ub2e4 \ubd88\ub9ac\ud55c \ud589\uc0ac\uac00)\u2019\uc73c\ub85c \ub9e4\ub3c4\ud574 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \ubc1b\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n<p>\uc774\ub7f0 \ud658\uacbd\uc740 \uc77c\ubcf8 \uc8fc\uc2dd\uc5d0\ub3c4 \uc6b0\ud638\uc801\uc774\ub2e4. \ub2db\ucf00\uc774225 \uc120\ubb3c\uc758 \ub9e4\uc218(\ub871) \ud3ec\uc9c0\uc158\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uae08\ub9ac \uc778\uc0c1 \uc18d\ub3c4\uac00 \ub290\ub9ac\uba74 \uae30\uc5c5\uc758 \ucc28\uc785 \ube44\uc6a9\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ub35c \ube60\ub974\uac8c \uc624\ub974\uace0, \uc774\ub294 \uae30\uc5c5 \uc774\uc775\ub960(\ub9e4\ucd9c \ub300\ube44 \uc774\uc775 \ube44\uc728)\uc744 \ubc29\uc5b4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4. \ucd5c\uadfc \ubc1c\ud45c\ub41c \ubd84\uae30 \uae30\uc900\uc73c\ub85c \uae30\uc5c5 \uc774\uc775\ub960\uc740 \ud3c9\uade0 8% \uc99d\uac00\ud588\ub2e4. 2025\ub144\uc5d0\ub294 \uae08\ub9ac \uc0c1\uc2b9\uc774 \uc8fc\uac00\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc744 \ub450\uace0 \uc2dc\uc7a5\uc758 \ubd88\uc548\uc774 \ucef8\uc9c0\ub9cc, \ud604\uc7ac\ub294 \uadf8 \uc6b0\ub824\uac00 \uc7a6\uc544\ub4dc\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n<p>\ucc44\uad8c \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc778\ud50c\ub808\uc774\uc158 \ub454\ud654\uac00 \uc77c\ubcf8\uad6d\ucc44(JGB\u00b7\uc77c\ubcf8 \uc815\ubd80\uac00 \ubc1c\ud589\ud558\ub294 \uad6d\ucc44) \uae08\ub9ac(\uc218\uc775\ub960)\uac00 \uc608\uc0c1\ub9cc\ud07c \uac00\ud30c\ub974\uac8c \uc624\ub974\uc9c0 \uc54a\uc744 \uc218 \uc788\uc74c\uc744 \ub73b\ud55c\ub2e4. \ud604\uc7ac 10\ub144\ubb3c JGB \uae08\ub9ac\ub294 1.1% \uc548\ud30e\uc778\ub370, \ub2e8\uae30\uac04\uc5d0 1.5% \uc218\uc900\uc73c\ub85c \uc62c\ub77c\uac08 \uac00\ub2a5\uc131\uc740 \ub0ae\uc544 \ubcf4\uc778\ub2e4. \uc774\ub7f0 \uc548\uc815 \uad6c\uac04\uc5d0\uc11c\ub294 \uae08\ub9ac\uac00 \uc77c\uc815 \ubc94\uc704 \uc548\uc5d0 \uba38\ubb34\ub97c \uac83\uc5d0 \ubca0\ud305\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uacc4\uc57d) \uc804\ub7b5\uc774, JGB \uc120\ubb3c\uc744 \ub2e8\uc21c \ub9e4\ub3c4(\uc20f)\ud574 \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\ubcf4\ub2e4 \ub354 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub2e4.<\/p>\n<p>\ucd5c\uadfc \u2018\ucd98\ud22c(Shunto\u00b7\uc77c\ubcf8\uc758 \ubd04\ucca0 \uc784\uae08 \uad50\uc12d)\u2019 \uacb0\uacfc\ub3c4 \uac19\uc740 \ud750\ub984\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4. \ud3c9\uade0 \uc784\uae08 \uc778\uc0c1\ub960\uc740 \uc57d 4.6%\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uc774\ub294 \uc5ed\uc0ac\uc801\uc73c\ub85c \ub192\uc740 \uc218\uc900\uc73c\ub85c, \uc2e4\uc9c8\uc784\uae08(\uba85\ubaa9\uc784\uae08\uc5d0\uc11c \ubb3c\uac00 \uc0c1\uc2b9\ubd84\uc744 \ube80 \uc784\uae08)\uc758 \uac1c\uc120\uc5d0 \uae30\uc5ec\ud55c\ub2e4. \ub2e4\ub9cc 2025\ub144\uc5d0 \uae30\ub85d\ud588\ub358 5.2%\uc758 \ud070 \ud3ed \uc778\uc0c1\ubcf4\ub2e4\ub294 \uc644\ub9cc\ud574\uc84c\ub2e4. \uc784\uae08 \uc0c1\uc2b9\uc138 \ub454\ud654\ub294 \uc77c\ubcf8\uc740\ud589\uc774 \ub2e4\uc74c \uc815\ucc45 \uacb0\uc815\uc744 \uc11c\ub450\ub974\uae30\ubcf4\ub2e4 \uc0c1\ud669\uc744 \uad00\ub9dd\ud560 \uc5ec\uc9c0\ub97c \ub113\ud78c\ub2e4.<\/p>\n<h3>Key Takeaways For Policy And Markets<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>\uc18d\ubcf4: \uc77c\ubcf8 \uadfc\uc6d0 CPI 2.4%\ub85c \ub454\ud654\u2026\ubb3c\uac00 \uc815\uc810 \uc2e0\ud638\uc5d0 BOJ \ub9e4\ud30c \ud6c4\ud1f4. 2026 \uc5f0\uc18d \uc778\uc0c1 \uae30\ub300 \uc57d\ud654, \uc5d4 \uce90\ub9ac\u00b7\uc77c\ubcf8\uc8fc\uc2dd \uc6b0\ud638, JGB \uae08\ub9ac \uae09\ub4f1 \uac00\ub2a5\uc131\ub3c4 \ub0ae\uc544\uc84c\ub2e4.<\/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-45423","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\/45423","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=45423"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45423\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45423"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45423"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}