{"id":46014,"date":"2026-05-01T20:24:23","date_gmt":"2026-05-01T20:24:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/4%ec%9b%94-%eb%af%b8%ea%b5%ad-ism-%ec%a0%9c%ec%a1%b0%ec%97%85-%ec%8b%a0%ea%b7%9c%ec%a3%bc%eb%ac%b8%ec%a7%80%ec%88%98-53-5%e2%86%9254-1-%ec%83%81%ec%8a%b9\/"},"modified":"2026-05-01T20:24:23","modified_gmt":"2026-05-01T20:24:23","slug":"4%ec%9b%94-%eb%af%b8%ea%b5%ad-ism-%ec%a0%9c%ec%a1%b0%ec%97%85-%ec%8b%a0%ea%b7%9c%ec%a3%bc%eb%ac%b8%ec%a7%80%ec%88%98-53-5%e2%86%9254-1-%ec%83%81%ec%8a%b9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/4%ec%9b%94-%eb%af%b8%ea%b5%ad-ism-%ec%a0%9c%ec%a1%b0%ec%97%85-%ec%8b%a0%ea%b7%9c%ec%a3%bc%eb%ac%b8%ec%a7%80%ec%88%98-53-5%e2%86%9254-1-%ec%83%81%ec%8a%b9\/","title":{"rendered":"4\uc6d4 \ubbf8\uad6d ISM \uc81c\uc870\uc5c5 \uc2e0\uaddc\uc8fc\ubb38\uc9c0\uc218, 53.5\u219254.1 \uc0c1\uc2b9"},"content":{"rendered":"

\ubbf8\uad6d ISM(\uacf5\uae09\uad00\ub9ac\ud611\ud68c) \uc81c\uc870\uc5c5 \uc2e0\uaddc\uc8fc\ubb38\uc9c0\uc218(New Orders Index)\uac00 4\uc6d4 54.1\ub85c \uc0c1\uc2b9\ud588\ub2e4. \uc9c1\uc804\uce58\ub294 53.5\uc600\ub2e4.<\/p>\n

\uc608\uc0c1\ubcf4\ub2e4 \uac15\ud55c \uc2e0\uaddc\uc8fc\ubb38\uc740 \uacbd\uae30\uc758 \u2018\ud68c\ubcf5 \ud0c4\ub825\uc131(\ucda9\uaca9\uc5d0\ub3c4 \ubc84\ud2f0\ub294 \ud798)\u2019\uc774 \ub69c\ub837\ud558\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ubc88 \uc9c0\ud45c\ub294 \uc2dc\uc7a5\uc774 \ucd5c\uadfc \ubc18\uc601\ud574 \uc628 \u2018\uc5f0\ub0b4 \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\uc5f0\uc900)\uc758 \uae08\ub9ac \uc778\ud558\u2019 \uae30\ub300\uc5d0 \uc81c\ub3d9\uc744 \uac74\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uc120\ubb3c\u00b7\uc635\uc158 \ub4f1) \ud3ec\uc9c0\uc158\uc740 \ub2e8\uae30\uc801\uc73c\ub85c \uc5f0\uc900\uc774 \ub9e4\ud30c(\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac\ub97c \ub192\uac8c \uc720\uc9c0\ud558\ub824\ub294 \uc131\ud5a5) \ucabd\uc73c\ub85c \uae30\uc6b8 \uac00\ub2a5\uc131\uc744 \ub354 \ubc18\uc601\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n

Bond Yields And Rate Expectations<\/h3>\n

\uae08\ub9ac\uac00 \u2018\ub354 \uc624\ub798 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0(higher-for-longer)\u2019\ud560 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\uba74 \ucc44\uad8c \uac00\uaca9\uc5d0\ub294 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \uc7a5 \ucd08\ubc18 \uc774\ubbf8 4.75%\uae4c\uc9c0 \uc624\ub978 \ubbf8 10\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub97c \uc8fc\uc2dc\ud558\uace0 \uc788\uc73c\uba70, 2025\ub144 \ub9d0\uc5d0 \ud615\uc131\ub410\ub358 \uace0\uc810\uc744 \uc7ac\uc2dc\ud5d8\ud560 \uc5ec\uc9c0\ub3c4 \uc788\ub2e4. \ub9cc\uae30\uac00 \uae34 \ucc44\uad8c ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uc5d0 \ub300\ud55c \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uc804\ub7b5\uc740 \ud558\ub77d \uc704\ud5d8\uc744 \ub9c9\ub294 \ud5e4\uc9c0(\uc704\ud5d8 \ud68c\ud53c) \ub610\ub294 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uae30\uc5c5 \uc774\uc775\uc5d0 \uc6b0\ud638\uc801\uc778 \uc2e0\ud638\ub85c, \ud2b9\ud788 \uc0b0\uc5c5\uc7ac\u00b7\uc18c\uc7ac \uc5c5\uc885\uc5d0 \uae0d\uc815\uc801\uc774\ub2e4. \uc774\ubc88 \uc9c0\ud45c\ub294 2026\ub144 \ucd08 \uc2dc\uc791\ub41c \uc81c\uc870\uc5c5 \ud68c\ubcf5\uc744 \uc7ac\ud655\uc778\ud558\uba70, 2025\ub144\uc5d0 \uc81c\uae30\ub410\ub358 \uacbd\uae30 \ub454\ud654 \uc6b0\ub824\ub97c \uc0c1\ub2f9 \ubd80\ubd84 \ud574\uc18c\ud55c\ub2e4. \uacbd\uae30\ubbfc\uac10 \uc5c5\uc885 ETF\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \uc804\ub7b5\ub3c4 \uace0\ub824\ud560 \ub9cc\ud558\ub2e4. \uae30\uc5c5\ub4e4\uc774 \ud5a5\ud6c4 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4)\uc744 \ub354 \uac15\ud558\uac8c \uc81c\uc2dc\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n

\uacbd\uae30 \uac15\uc138\ub294 \ub2ec\ub7ec \uac15\uc138\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY\u00b7\uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218)\uac00 \uc774\ubbf8 106.50\uc120\uc73c\ub85c \uc811\uadfc\ud558\ub294 \uac00\uc6b4\ub370, \uae08\ub9ac \ucc28\uc774(\ubbf8\uad6d \uae08\ub9ac\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \ub192\uc544\uc9c0\ub294 \uad6c\uc870)\uac00 \ub2ec\ub7ec\ub97c \uc9c0\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ud1b5\ud654\uc815\ucc45\uc774 \ube44\ub458\uae30\ud30c(\uae08\ub9ac \uc778\ud558\u00b7\uc644\ud654\uc5d0 \uc6b0\ud638\uc801\uc778 \uc131\ud5a5)\uc778 \uc911\uc559\uc740\ud589\uc744 \uac00\uc9c4 \ud1b5\ud654\uc5d0 \ub300\ud574\uc11c\ub294 \ub2ec\ub7ec \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc720\ub9ac\ud574 \ubcf4\uc778\ub2e4.<\/p>\n

\uacf5\uc7a5 \uc8fc\ubb38 \uc99d\uac00\ub294 \ud5a5\ud6c4 \uc6d0\uc790\uc7ac \uc18c\ube44\uac00 \ub298\uc5b4\ub0a0 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uad6c\ub9ac \uac19\uc740 \uc0b0\uc5c5\uc6a9 \uc6d0\uc790\uc7ac(\uc0b0\uc5c5\uae08\uc18d)\ub294 \uc774\ubbf8 \ubc18\uc751\ud588\uace0, \ud30c\uc6b4\ub4dc\ub2f9 4.50\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc11c\ub294 \ub4f1 \uacac\uc870\ud55c \uc218\uc694 \uae30\ub300\ub97c \ubc18\uc601\ud588\ub2e4. \uc6d0\uc790\uc7ac \uc120\ubb3c(\ubbf8\ub798 \uac00\uaca9\uc744 \ubbf8\ub9ac \uc815\ud574 \uac70\ub798\ud558\ub294 \uacc4\uc57d)\uc774\ub098 \uad00\ub828 \uae30\uc5c5 \uc8fc\uc2dd\uc5d0 \ub300\ud55c \uac15\uc138 \ud3ec\uc9c0\uc158\uc740 \uc81c\uc870\uc5c5 \ud655\ub300\uc758 \uc218\ud61c\ub97c \ubc1b\uc744 \uc218 \uc788\ub2e4.<\/p>\n

Volatility And Options Positioning<\/h3>\n

\uc774\ucc98\ub7fc \uacbd\uae30 \uac1c\uc120\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \ud638\uc7ac\ub294 \uc2dc\uc7a5\uc758 \ubd88\ud655\uc2e4\uc131\uc744 \ub0ae\ucd94\ub294 \uacbd\ud5a5\uc774 \uc788\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX\u00b7S&P500 \uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \ud55c \u2018\uacf5\ud3ec\uc9c0\uc218\u2019)\uac00 14 \uc544\ub798\ub85c \ub0b4\ub824\uc624\uba70 \ud5a5\ud6c4 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58\uac00 \ub0ae\uc544\uc84c\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \ud30c\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc7ac\ubb34\uac00 \ud0c4\ud0c4\ud55c \uc0b0\uc5c5\uc7ac \uc885\ubaa9\uc5d0 \ub300\ud574 \ud604\uae08\ub2f4\ubcf4 \ud48b \ub9e4\ub3c4(\ud48b\uc635\uc158\uc744 \ud314\uace0, \ubc30\uc815 \uc2dc \uc8fc\uc2dd\uc744 \uc0b4 \ud604\uae08\uc744 \ud655\ubcf4\ud574 \ub450\ub294 \ubc29\uc2dd)\ub294 \ud65c\uc6a9 \uac00\ub2a5\ud55c \uc804\ub7b5\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ubbf8 ISM \uc81c\uc870\uc5c5 \uc2e0\uaddc\uc8fc\ubb38 54.1\ub85c \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\u2026\uc5f0\uc900 \uae08\ub9ac\uc778\ud558 \uae30\ub300\uc5d0 \uc81c\ub3d9. 10\ub144\ubb3c \uae08\ub9ac\u00b7\ub2ec\ub7ec \uac15\uc138, \uc7a5\uae30\ucc44 \ubd80\ub2f4 \ud655\ub300. \uc0b0\uc5c5\uc7ac\u00b7\uc18c\uc7ac\u00b7\uc6d0\uc790\uc7ac \uc218\ud61c, VIX \ud558\ub77d\uc5d0 \uc635\uc158\ub9e4\ub3c4 \uc720\ub9ac.<\/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-46014","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\/46014","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=46014"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46014\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}