{"id":45702,"date":"2026-04-28T18:51:56","date_gmt":"2026-04-28T18:51:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac%ec%9d%98-%ec%95%88%ed%8a%b8%ec%98%88-%ed%94%84%eb%9e%98%ed%94%84%ec%bc%80-%ec%bc%80%eb%b9%88-%ec%9b%8c%ec%8b%9c-5%ec%9b%94-%ec%97%b0\/"},"modified":"2026-04-28T18:51:56","modified_gmt":"2026-04-28T18:51:56","slug":"%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac%ec%9d%98-%ec%95%88%ed%8a%b8%ec%98%88-%ed%94%84%eb%9e%98%ed%94%84%ec%bc%80-%ec%bc%80%eb%b9%88-%ec%9b%8c%ec%8b%9c-5%ec%9b%94-%ec%97%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac%ec%9d%98-%ec%95%88%ed%8a%b8%ec%98%88-%ed%94%84%eb%9e%98%ed%94%84%ec%bc%80-%ec%bc%80%eb%b9%88-%ec%9b%8c%ec%8b%9c-5%ec%9b%94-%ec%97%b0\/","title":{"rendered":"\ucf54\uba54\ub974\uce20\ubc29\ud06c\uc758 \uc548\ud2b8\uc608 \ud504\ub798\ud504\ucf00 \u201c\ucf00\ube48 \uc6cc\uc2dc, 5\uc6d4 \uc5f0\uc900 \uc758\uc7a5 \uc778\uc900\u2026\uc81c\ub86c \ud30c\uc6d4\uc740 \uc6d4\uc911 \uad50\uccb4\ub420 \uac83\u201d"},"content":{"rendered":"<p>\uc740\ud589\uc704\uc6d0\ud68c \uc18c\uc18d \ud55c \uc0c1\uc6d0\uc758\uc6d0\uc774 \ucf00\ube48 \uc6cc\uc2dc(Kevin Warsh)\uc758 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589) \uc758\uc7a5 \uc9c0\uba85\uc5d0 \ub300\ud55c \ubc18\ub300(\uc808\ucc28 \uc9c0\uc5f0)\ub97c \ucca0\ud68c\ud588\ub2e4. \uc774\ub294 \ubc95\ubb34\ubd80(Department of Justice)\uac00 \uc81c\ub86c \ud30c\uc6d4(Jerome Powell) \uc758\uc7a5\uacfc \uad00\ub828\ub41c \uc5f0\uc900 \uac74\ubb3c \uacf5\uc0ac \uac74\uc758 \ud615\uc0ac \uc218\uc0ac\ub97c \uc885\ub8cc\ud55c \ub4a4 \uc774\ub904\uc9c4 \uc870\uce58\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc740\ud589\uc704\uc6d0\ud68c\uac00 \uc6cc\uc2dc \uc9c0\uba85\uc744 \ub0b4\uc77c \uc2b9\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n<p>\uc704\uc6d0\ud68c \ud45c\uacb0 \uc774\ud6c4 \uc6cc\uc2dc\ub294 5\uc6d4 \ucd08, \ube60\ub974\uba74 \ub2e4\uc74c \uc8fc \uc0c1\uc6d0(Senate) \ubcf8\ud68c\uc758\uc5d0\uc11c \uc778\uc900(\uc784\uba85 \ub3d9\uc758)\uc744 \ubc1b\uc744 \uc218 \uc788\uc73c\uba70, 5\uc6d4 \uc911\uc21c\uc5d0\ub294 \ud30c\uc6d4\uc744 \uad50\uccb4\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ubcf4\ub3c4\ub294 \uc758\uc7a5 \uad50\uccb4 \uc774\ud6c4 \ud30c\uc6d4\uc774 \uc5f0\uc900 \uc774\uc0ac(Fed Board\u00b7\ud1b5\ud654\uc815\ucc45\uc744 \uacb0\uc815\ud558\ub294 \ucd5c\uace0 \uc758\uc0ac\uacb0\uc815\uae30\uad6c \uad6c\uc131\uc6d0)\ub85c \ub0a8\uc744\uc9c0 \uc5ec\ubd80\uac00 \ubd88\ud655\uc2e4\ud558\ub2e4\uace0 \uc804\ud588\ub2e4.<\/p>\n<h3>\uc5f0\uc900 \ub9ac\ub354\uc2ed \uad50\uccb4\uc758 \uc2dc\uc7a5 \uc601\ud5a5<\/h3>\n<p>\ubcf4\uace0\uc11c\ub294 \ubb3c\uac00 \uc0c1\uc2b9\ub960(\uc778\ud50c\ub808\uc774\uc158)\uc774 \ub192\uc740 \uc0c1\ud669\uc744 \uc9da\uc73c\uba70, \uc6cc\uc2dc\uac00 \uae30\uc900\uae08\ub9ac \uc870\uae30 \uc778\ud558(\uc911\uc559\uc740\ud589\uc774 \uc815\ucc45\uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \uac83)\ub97c \uc9c0\uc9c0\ud560\uc9c0 \ub17c\uc758\ud588\ub2e4. \ub610\ud55c \ubbf8 \ub300\ud1b5\ub839\uc758 \uc555\ubc15\uacfc \uc5f0\uc900\uc758 \uc7a5\uae30\uc801 \ub3c5\ub9bd\uc131(\uc815\uce58\uad8c\uc73c\ub85c\ubd80\ud130 \ud1b5\ud654\uc815\ucc45 \uacb0\uc815\uc774 \uc790\uc720\ub85c\uc6b4 \uc0c1\ud0dc)\uc5d0 \ub300\ud55c \uc6b0\ub824\ub3c4 \uc5b8\uae09\ud588\ub2e4.<\/p>\n<p>\ucf54\uba54\ub974\uce20\ubc29\ud06c(Commerzbank) \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8\ub4e4\uc740 \uccab \uae30\uc900\uae08\ub9ac \uc778\ud558\uac00 \uc5f0\ub9d0 \ubb34\ub835 \uc774\ub904\uc9c0\uace0, 2027\ub144\uc5d0 \ucd94\uac00\ub85c \ub450 \ucc28\ub840 \uc778\ud558\uac00 \uc788\uc744 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \uae30\uc0ac\uc5d0\ub294 \uc778\uacf5\uc9c0\ub2a5(AI\u00b7\ucef4\ud4e8\ud130\uac00 \ub370\uc774\ud130\ub97c \ud559\uc2b5\ud574 \ubb38\uc7a5\uc744 \uc0dd\uc131\ud558\ub294 \ub3c4\uad6c)\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uc544 \uc791\uc131\ub410\uace0 \ud3b8\uc9d1\uc790\uac00 \uac80\ud1a0\ud588\ub2e4\uace0 \uc801\uc2dc\ub410\ub2e4.<\/p>\n<h3>\uae08\ub9ac \ubcc0\ub3d9\uc131\uacfc \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>SOFR \uc120\ubb3c(SOFR futures\u00b7\ubbf8\uad6d\uc758 \ub300\ud45c\uc801 \ub2e8\uae30 \ubb34\uc704\ud5d8 \uae08\ub9ac\uc778 SOFR\ub97c \uae30\uc900\uc73c\ub85c \ud55c \uae08\ub9ac \uc120\ubb3c) \uac00\uaca9\uc5d0 \ub530\ub974\uba74, \uc2dc\uc7a5\uc740 2026\ub144 \ub9d0\uae4c\uc9c0 \ub2e8 \ud55c \ucc28\ub840\uc758 \uae08\ub9ac \uc778\ud558\uac00 \uc774\ub904\uc9c8 \ud655\ub960\uc744 50%\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc6cc\uc2dc \uccb4\uc81c\uc5d0\uc11c \uc815\uce58\uc801 \uc555\ubc15\uc5d0 \ub530\ub77c \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \ucee4\uc9c4\ub2e4\uace0 \ubcf8\ub2e4\uba74, \uc62c\ud574 \ud6c4\ubc18 \uc774\ud6c4 \uae08\ub9ac\uac00 \ub354 \ub0ae\uc544\uc9c0\ub294 \ubc29\ud5a5\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc774 \uac70\ub860\ub41c\ub2e4. \uc608\ub85c 2026\ub144 12\uc6d4\ubb3c \ub610\ub294 2027\ub144 3\uc6d4\ubb3c SOFR \uc120\ubb3c \uacc4\uc57d(\uae08\ub9ac \uc804\ub9dd\uc5d0 \ub530\ub77c \uac00\uaca9\uc774 \uc6c0\uc9c1\uc774\ub294 \ud30c\uc0dd\uc0c1\ud488)\uc744 \ub9e4\uc218\ud558\uba74, \uc2dc\uc7a5\uc774 \ub354 \ube60\ub974\uace0 \ud070 \ud3ed\uc758 \uae08\ub9ac \uc778\ud558\ub97c \ubc18\uc601\ud560\uc218\ub85d \ud574\ub2f9 \uacc4\uc57d\uc758 \uac00\uce58\uac00 \uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>2018\ub144 \ud30c\uc6d4\uc774 \uc7ac\ub2db \uc610\ub7f0(Janet Yellen)\uc73c\ub85c\ubd80\ud130 \uc758\uc7a5\uc9c1\uc744 \ub118\uaca8\ubc1b\uc558\uc744 \ub54c\ub3c4 \uc2dc\uc7a5\uc740 \uc0c8 \uc758\uc7a5\uc758 \uc815\ucc45 \uc131\ud5a5\uc5d0 \ub9de\ucdb0 \uc7ac\uc870\uc815\ud558\uba70 \ud070 \ubcc0\ub3d9\uc744 \uacaa\uc5c8\ub2e4. \uc774\ub7f0 \uc0ac\ub840\ub294 \uc218\uc7a5 \uad50\uccb4\uac00 \uae30\uc874 \ud750\ub984\uc744 \ud754\ub4e4 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \uc8fc\uc694 \uc8fc\uac00\uc9c0\uc218\uc758 \uc7a5\uae30 \ub9cc\uae30 \uc635\uc158(\uc635\uc158\u00b7\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uc0ac\uace0\ud314 \uad8c\ub9ac) \ud65c\uc6a9 \uac00\ub2a5\uc131\uc744 \uc81c\uae30\ud55c\ub2e4.<\/p>\n<p>\ube44\ub458\uae30\ud30c\uc801(dovish\u00b7\uae08\ub9ac \uc778\ud558\uc5d0 \ub354 \uc6b0\ud638\uc801\uc778) \uc5f0\uc900\uc740 \ubcf4\ud1b5 \ub2ec\ub7ec \uc57d\uc138\uc640 \ucc44\uad8c \uac15\uc138\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \ub2ec\ub7ec \uc778\ub371\uc2a4(DXY\u00b7\ub2ec\ub7ec\uc758 \uac15\ub3c4\ub97c \uc8fc\uc694 \ud1b5\ud654 \ubc14\uc2a4\ucf13\uc73c\ub85c \ub098\ud0c0\ub0b8 \uc9c0\uc218)\ub294 \uc774\ubc88 \ubd84\uae30 106 \uc774\uc0c1\uc5d0\uc11c \uac15\uc138\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \uc0c8 \ub9ac\ub354\uc2ed \uc544\ub798 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \ube68\ub77c\uc9c0\uba74 \ud750\ub984\uc774 \ubc14\ub014 \uc218 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc7a5\uae30 \uad6d\ucc44 ETF\uc778 TLT\uc758 \ucf5c\uc635\uc158(call option\u00b7\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac) \ub610\ub294 \ub2ec\ub7ec \ub300\ube44 \uc8fc\uc694 \ud1b5\ud654\uc758 \ub2ec\ub7ec \ud48b\uc635\uc158(put option\u00b7\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uad8c\ub9ac) \ub4f1\uc774 \ub300\uc548\uc73c\ub85c \uc5b8\uae09\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc5f0\uc900 \uc758\uc7a5 \uad50\uccb4 \uae09\ubb3c\uc0b4. \uc0c1\uc6d0\uc758\uc6d0 \ubc18\ub300 \ucca0\ud68c\ub85c \uc6cc\uc2dc \uc2b9\uc778 \uc784\ubc15, \ud30c\uc6d4 \uc218\uc0ac \uc885\uacb0\uc774 \uacc4\uae30. \uc778\ud50c\ub808 \uc18d \uc870\uae30 \uc778\ud558\u00b7\ub3c5\ub9bd\uc131 \ub17c\ub780, SOFR\u00b7\ub2ec\ub7ec\u00b7\ucc44\uad8c \ubcc0\ub3d9\uc131 \ud655\ub300 \uc8fc\ubaa9.<\/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-45702","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\/45702","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=45702"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45702\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45702"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45702"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}