{"id":45472,"date":"2026-04-24T17:24:50","date_gmt":"2026-04-24T17:24:50","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%ec%b0%a8%ec%a7%88%eb%a1%9c-%ec%9c%a0%ea%b0%80%c2%b7%ed%88%ac%ec%9e%85%eb%b9%84\/"},"modified":"2026-04-24T17:24:50","modified_gmt":"2026-04-24T17:24:50","slug":"mufg-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%ec%b0%a8%ec%a7%88%eb%a1%9c-%ec%9c%a0%ea%b0%80%c2%b7%ed%88%ac%ec%9e%85%eb%b9%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg-%eb%8d%b0%eb%a6%ad-%ed%95%a0%ed%8e%98%eb%8b%88-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%ec%b0%a8%ec%a7%88%eb%a1%9c-%ec%9c%a0%ea%b0%80%c2%b7%ed%88%ac%ec%9e%85%eb%b9%84\/","title":{"rendered":"MUFG \ub370\ub9ad \ud560\ud398\ub2c8 \u201c\ud638\ub974\ubb34\uc988 \ud574\ud611 \ucc28\uc9c8\ub85c \uc720\uac00\u00b7\ud22c\uc785\ube44\uc6a9 \uc0c1\uc2b9\u2026\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 3.8%\ub85c \uc0c1\uc2b9 \uc555\ub825\u201d"},"content":{"rendered":"<p>\ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uc7a5\uae30 \ubd09\uc1c4\ub294 \uc6d0\uc720\uc640 \uc0dd\uc0b0(\ud22c\uc785) \ube44\uc6a9 \uc0c1\uc2b9\uacfc \uc5f0\uacb0\ub418\uba70, \ub18d\uc0b0\ubb3c\uacfc \uc5f0\ub8cc \uac00\uaca9\uc740 \uc774\ubbf8 \uc624\ub974\ub294 \ud750\ub984\uc774\ub2e4. 2\ubd84\uae30 \uad6d\uc81c\uc720\uac00(\uc6d0\uc720)\ub294 \ubc30\ub7f4\ub2f9 115\ub2ec\ub7ec(USD 115)\ub85c \ud3c9\uade0\uc744 \ud615\uc131\ud55c\ub2e4\uace0 \uac00\uc815\ud560 \ub54c, \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9\ub960)\uc744 2\ubd84\uae30 \uc57d 3.6%, \uc62c\ud574 3\u00b74\ubd84\uae30 \uc57d 3.8%\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n<p>\ubbf8\uad6d \ub0b4 \ub18d\uc5c5 \uad00\ub828 \uc0dd\uc0b0\uc694\uc18c \uac00\uaca9\uc774 \uae09\ub4f1\ud588\ub2e4\ub294 \ubcf4\ub3c4\ub3c4 \ub098\uc628\ub2e4. \uc9c8\uc18c \ube44\ub8cc(\uc791\ubb3c \uc0dd\uc7a5\uc5d0 \ud544\uc694\ud55c \uc9c8\uc18c \uc131\ubd84\uc744 \uacf5\uae09\ud558\ub294 \ube44\ub8cc)\ub294 30% \uc774\uc0c1, \uc694\uc18c(\u5c3f\u7d20\u00b7urea, \uc9c8\uc18c \ube44\ub8cc\uc758 \ud575\uc2ec \uc6d0\ub8cc\uc774\uc790 \ube44\ub8cc\ub85c\ub3c4 \uc4f0\uc774\ub294 \ud654\ud559\ubb3c\uc9c8)\ub294 47%(\uc0ac\uc0c1 \ucd5c\ub300 \uc0c1\uc2b9), \ub18d\uae30\uacc4\uc6a9 \uacbd\uc720(\ub18d\uc7a5 \ub514\uc824)\ub294 46% \uc62c\ub790\ub2e4.<\/p>\n<h3>\uc5d0\ub108\uc9c0\u00b7\uc0dd\uc0b0\uc694\uc18c\ubc1c \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825<\/h3>\n<p>\ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 \uc218\uc8fc \ub3d9\uc548 \ud3d0\uc1c4 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud558\uba74, \uc774\ub7f0 \ube44\uc6a9\uc740 \ub354 \uc624\ub97c \uc218 \uc788\ub2e4. \ube44\ub8cc\uc640 \uc5f0\ub8cc\ube44 \uc0c1\uc2b9\uc774 \uc720\ud1b5\u00b7\uac00\uacf5 \ub4f1 \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \uc804\uac00\ub418\uba74\uc11c \uc18c\ube44\uc790 \uc2dd\ud488 \uac00\uaca9\uc5d0\ub3c4 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc774 \uc2dc\ub098\ub9ac\uc624\ub294 \uae00\ub85c\ubc8c \uae08\uc735\uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \ud604\uc0c1) \ud655\ub300\uc640 \ud568\uaed8, \uc911\uc559\uc740\ud589\uc774 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1 \ub4f1\uc73c\ub85c \ubb3c\uac00\ub97c \uc7a1\ub294 \uc815\ucc45)\uc744 \ub354 \uac15\ud558\uac8c \ud574\uc57c \ud55c\ub2e4\ub294 \uc555\ub825\uc744 \ud0a4\uc6b0\ub294 \uc694\uc778\uc73c\ub85c \uac70\ub860\ub41c\ub2e4. \uc815\uc81c\uc5f0\ub8cc(\uc6d0\uc720\ub97c \uc815\uc81c\ud574 \ub9cc\ub4e0 \ud718\ubc1c\uc720\u00b7\uacbd\uc720 \ub4f1)\uc640 \ube44\ub8cc \uac00\uaca9\uc758 \ucda9\uaca9\uc744 \uace0\ub824\ud558\uba74, \uc55e\uc120 \ubb3c\uac00 \uc804\ub9dd\uce58\ub294 \ub0ae\uac8c \uc7a1\ud614\uc744 \uac00\ub2a5\uc131\ub3c4 \uc788\ub2e4.<\/p>\n<p>\uc774 \uae30\uc0ac\ub294 \uc778\uacf5\uc9c0\ub2a5(AI\u00b7Artificial Intelligence, \uc0ac\ub78c\uc758 \ud559\uc2b5\u00b7\ud310\ub2e8\uc744 \ubaa8\ubc29\ud558\ub294 \ucef4\ud4e8\ud130 \uae30\uc220) \ub3c4\uad6c\uc758 \ub3c4\uc6c0\uc73c\ub85c \uc791\uc131\ub410\uace0, \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<h3>\uae08\ub9ac\u00b7\uc5d0\ub108\uc9c0\u00b7\ub18d\uc5c5 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>\uc778\ud50c\ub808\uc774\uc158\uc774 \uc5f0\uc900 \ubaa9\ud45c\uce58\ub97c \uc6c3\ub3c4\ub294 \uc0c1\ud669\uc774 \uc774\uc5b4\uc9c4\ub2e4\uba74, \uae08\ub9ac\uac00 \u2018\ub192\uac8c \ub354 \uc624\ub798(Higher for longer)\u2019 \uc720\uc9c0\ub418\ub294 \ud658\uacbd\uc5d0 \ub300\ube44\ud574\uc57c \ud55c\ub2e4. \uc774\ub97c \uc704\ud574 SOFR \uc120\ubb3c(SOFR Futures, \ubbf8\uad6d\uc758 \ub2f4\ubcf4\ubd80 \uc775\uc77c\ubb3c \uae08\ub9ac(SOFR)\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud558\ub294 \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488)\uc744 \ud65c\uc6a9\ud574 2026\ub144 \uae08\ub9ac \uc778\ud558 \ud3ed\uc774 \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uc801\uc744 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \ud5e4\uc9c0(\uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \uac70\ub798)\ub97c \ud560 \uc218 \uc788\ub2e4. \uc0dd\uc0b0\uc694\uc18c \ube44\uc6a9\uc774 \ub192\uc740 \uc218\uc900\uc5d0 \uba38\ubb3c\uba74, \uc911\uc559\uc740\ud589\uc740 \ubb3c\uac00 \uc7ac\uae09\ub4f1 \uc704\ud5d8 \ub54c\ubb38\uc5d0 \uc644\ud654(\uae08\ub9ac \uc778\ud558 \ub4f1 \uacbd\uae30 \ubd80\uc591\uc73c\ub85c \ubc29\ud5a5 \uc804\ud658)\ub97c \uc27d\uac8c \ub2e8\ud589\ud558\uae30 \uc5b4\ub835\ub2e4.<\/p>\n<p>\uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ub2e8\uae30 \uacf5\ud3ec\ub294 \uc7a6\uc544\ub4e4\uc5c8\uc9c0\ub9cc, \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4(\uc804\uc7c1\u00b7\ubd84\uc7c1 \uc704\ud5d8\uc774 \uac00\uaca9\uc5d0 \ubd99\ub294 \ucd94\uac00 \ube44\uc6a9)\uc774 \uc6d0\uc720 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \uc0c1\ud0dc\ub2e4. \uc911\ub3d9 \uae34\uc7a5\uc774 \uc7ac\uaca9\ud654\ub418\uba74 \uc720\uac00\uac00 \ube60\ub974\uac8c 2025\ub144 \uace0\uc810 \ucabd\uc73c\ub85c \ub418\ub3cc\uc544\uac08 \uc218 \uc788\uc5b4, XLE \uac19\uc740 \uc5d0\ub108\uc9c0 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc\u00b7Exchange Traded Fund, \uc9c0\uc218\ub97c \ub530\ub77c\uac00\ub3c4\ub85d \ub9cc\ub4e0 \uc0c1\uc7a5 \uc0c1\ud488)\uc758 \uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc73c\ub85c \uae09\ub4f1 \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\ub294 \ubc29\ubc95\uc774 \uac70\ub860\ub41c\ub2e4. \ucf5c \uc2a4\ud504\ub808\ub4dc(Call Spread, \uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c \uc635\uc158\uc744 \ud568\uaed8 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5)\ub294 \ube44\uc6a9\uc744 \uc904\uc774\uba74\uc11c \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc5d0 \ub178\ucd9c\ub418\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n<p>\ub18d\uc5c5 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc5d0\ub108\uc9c0 \uc704\uae30\uc758 \u2018\uc2dc\ucc28 \ud6a8\uacfc\u2019(\uc77c\uc815 \uc2dc\uac04\uc774 \uc9c0\ub09c \ub4a4 \ub098\ud0c0\ub098\ub294 \uc601\ud5a5)\uac00 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uadf8\ub9b0\ub9c8\ucf13\uce20 \ubd81\ubbf8 \ube44\ub8cc \uac00\uaca9\uc9c0\uc218(Green Markets North America Fertilizer Price Index) \ucd5c\uc2e0 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \ube44\ub8cc \uac00\uaca9\uc740 \uc804\ub144 \ub300\ube44 25% \uc0c1\uc2b9\ud55c \uc218\uc900\uc73c\ub85c \ub192\uc740 \uac00\uaca9\uc774 \uc9c0\uc18d\ub418\uba70, \ub18d\uac00 \ub9c8\uc9c4(\uc218\uc775\uc131)\uc744 \uc555\ubc15\ud558\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c DBA \uac19\uc740 \ub18d\uc0b0\ubb3c ETF\uc758 \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uacc4\uc57d)\uc73c\ub85c \uc2dd\ud488 \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud558\ub294 \uac70\ub798 \uae30\ud68c\uac00 \ub0a8\uc544 \uc788\uc744 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7a5\uae30 \ubd09\uc1c4 \ub550 \uc720\uac00 \ubc30\ub7f4\ub2f9 115\ub2ec\ub7ec, \u7f8e\ubb3c\uac00 3.8%\uae4c\uc9c0 \uc790\uadf9. \ube44\ub8cc\u00b7\uacbd\uc720 \uae09\ub4f1\uc774 \uc2dd\ud488\uac00 \uc804\uac00\u2026SOFR\u00b7\uc5d0\ub108\uc9c0\u00b7\ub18d\uc0b0\ubb3c ETF \uc635\uc158 \ud5e4\uc9c0 \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-45472","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\/45472","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=45472"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45472\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}