{"id":46052,"date":"2026-05-04T02:54:16","date_gmt":"2026-05-04T02:54:16","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%99%80-%ec%97%94%ed%99%94-%ea%b0%9c%ec%9e%85-%ec%9d%98%ec%8b%ac-%ec%86%8d%ec%97%90-%eb%8b%ac%eb%9f%ac-%ec%97%94-156-60%ea%b9%8c%ec%a7%80\/"},"modified":"2026-05-04T02:54:16","modified_gmt":"2026-05-04T02:54:16","slug":"%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%99%80-%ec%97%94%ed%99%94-%ea%b0%9c%ec%9e%85-%ec%9d%98%ec%8b%ac-%ec%86%8d%ec%97%90-%eb%8b%ac%eb%9f%ac-%ec%97%94-156-60%ea%b9%8c%ec%a7%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%b4%eb%9e%80-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%99%80-%ec%97%94%ed%99%94-%ea%b0%9c%ec%9e%85-%ec%9d%98%ec%8b%ac-%ec%86%8d%ec%97%90-%eb%8b%ac%eb%9f%ac-%ec%97%94-156-60%ea%b9%8c%ec%a7%80\/","title":{"rendered":"\uc774\ub780 \uae34\uc7a5 \uace0\uc870\uc640 \uc5d4\ud654 \uac1c\uc785 \uc758\uc2ec \uc18d\uc5d0 \ub2ec\ub7ec\/\uc5d4, 156.60\uae4c\uc9c0 \ud558\ub77d \ud6c4 \uc800\uac00 \ub9e4\uc218 \uc720\uc785\ub418\uba70 157.00\uc120 \ubd80\uadfc \uc720\uc9c0"},"content":{"rendered":"

\ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc740 12\uc77c \uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c 156.60\uc5d4\ub300\uae4c\uc9c0 \ubc00\ub9b0 \ub4a4 \ub2e4\uc2dc 157.00\uc5d4 \ubd80\uadfc\uc73c\ub85c \ubc18\ub4f1\ud588\ub2e4. \ud658\uc728\uc740 \uc9c0\ub09c\uc8fc \uae08\uc694\uc77c 155.50~155.45\uc5d4(2\uc6d4 25\uc77c \uc774\ud6c4 \ucd5c\uc800)\uc5d0\uc11c \ub418\ub3cc\ub9bc\uc774 \ub098\uc654\uc9c0\ub9cc, \uc0c1\uc2b9 \ud0c4\ub825\uc740 \ud06c\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n

\ubbf8 \ub2ec\ub7ec\ub294 \uc911\ub3d9 \uae34\uc7a5\uc774 \uace0\uc870\ub418\uba70 \uc9c0\uc9c0\ub825\uc744 \uc5bb\uc5c8\ub2e4. \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc740 \u2018\ud504\ub85c\uc81d\ud2b8 \ud504\ub9ac\ub364(Project Freedom)\u2019 \uc544\ub798 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc5d0\uc11c **\uc911\ub9bd \uc120\ubc15**\uc744 \uc548\ub0b4\ud558\uaca0\ub2e4\uace0 \ud588\uace0, \ud56d\ub85c\uac00 \ubc29\ud574\ubc1b\uc744 \uacbd\uc6b0 \u201c\ubb34\ub825\uc73c\ub85c \ub300\uc751\u201d\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

Geopolitical Risk And Rate Expectations<\/figure>\n

\uc774\ub780 \uc758\ud68c \uad6d\uac00\uc548\ubcf4\uc704\uc6d0\ud68c \uc704\uc6d0\uc7a5 \uc5d0\ube0c\ub77c\ud798 \uc544\uc9c0\uc9c0\ub294 \ubbf8\uad6d\uc774 \ud574\ub2f9 \uc218\ub85c\uc5d0 \uac1c\uc785\ud558\uba74 \ud734\uc804 \ud569\uc758 \uc704\ubc18\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \ub2d0 \uce74\uc2dc\uce74\ub9ac \ubbf8\ub2c8\uc560\ud3f4\ub9ac\uc2a4 \uc5f0\ubc29\uc900\ube44\uc740\ud589 \ucd1d\uc7ac\ub294 \uc774\ub780 \uad00\ub828 \ubd84\uc7c1\uc774 \uc7a5\uae30\ud654\ud558\uba74 **\uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uc704\ud5d8**\uc744 \ud0a4\uc6b0\uace0 \uacbd\uae30\ub97c \ud6fc\uc190\ud560 \uc218 \uc788\ub2e4\uba70, **\uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131**\ub3c4 \uc5b8\uae09\ud588\ub2e4.<\/p>\n

\ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \uc77c\ubcf8 \ub2f9\uad6d\uc740 5\uc6d4 1\uc77c \uc804\ud6c4\ub85c \uc5d4\ud654\ub97c \ubc29\uc5b4\ud558\uae30 \uc704\ud574 \uc57d 5\uc8704,000\uc5b5\uc5d4(345\uc5b5\ub2ec\ub7ec)\uc744 \ud22c\uc785\ud574 **\ud658\uc2dc \uac1c\uc785(\uc815\ubd80\uac00 \uc678\ud658\uc2dc\uc7a5\uc5d0\uc11c \ud1b5\ud654\ub97c \ub9e4\ub9e4\ud574 \ud658\uc728\uc744 \uc6c0\uc9c1\uc774\ub294 \uc870\uce58)**\uc5d0 \ub098\uc120 \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4. \uc774\ub294 USD\/JPY \ucd94\uac00 \uc0c1\uc2b9\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ubbf8\uad6d\uc758 \uc8fc\uc694 \uacbd\uc81c\uc9c0\ud45c \ubc1c\ud45c\uac00 \uc5c6\ub294 \ub9cc\ud07c, \ud658\uc728\uc740 \uc911\ub3d9 \uad00\ub828 \ucd94\uac00 \ub274\uc2a4\uc5d0 \ub354 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc5d4\ud654\ub294 \uc77c\ubcf8 \uacbd\uae30, \uc77c\ubcf8\uc740\ud589(BOJ) \ud1b5\ud654\uc815\ucc45, \ubbf8\u00b7\uc77c **\uae08\ub9ac\ucc28(\uad6d\ucc44 \uc218\uc775\ub960 \uaca9\ucc28)**, \uadf8\ub9ac\uace0 **\uc704\ud5d8\uc120\ud638 \uc2ec\ub9ac(\ud22c\uc790\uc790\ub4e4\uc774 \uc704\ud5d8\uc790\uc0b0\uc744 \uc120\ud638\ud558\ub294 \ubd84\uc704\uae30) \ubcc0\ud654**\uc758 \uc601\ud5a5\uc744 \ubc1b\ub294\ub2e4.<\/p>\n

Yield Differentials And Intervention Risk<\/figure>\n

\ud575\uc2ec \ub3d9\ub825\uc740 \uc5ec\uc804\ud788 **\uae08\ub9ac\ucc28**\ub2e4. 2026\ub144 4\uc6d4 \ub9d0 \uae30\uc900 \ubbf8\uad6d 10\ub144\ubb3c \uad6d\ucc44 \uc218\uc775\ub960\uc740 4.8%, \uc77c\ubcf8 10\ub144\ubb3c \uad6d\ucc44 \uc218\uc775\ub960\uc740 1.1%\ub85c \uaca9\ucc28\uac00 \ud06c\ub2e4. \uc774 \uaca9\ucc28\ub294 **\uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(\uae08\ub9ac\uac00 \ub0ae\uc740 \ud1b5\ud654\ub85c \ube4c\ub824 \uae08\ub9ac\uac00 \ub192\uc740 \ud1b5\ud654 \uc790\uc0b0\uc5d0 \ud22c\uc790\ud558\ub294 \uac70\ub798)** \uc720\uc778\uc744 \ub192\uc778\ub2e4. \ucd5c\uadfc \ubbf8\uad6d \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc740 3.6%\ub85c \ub098\uc624\uba74\uc11c \uc5f0\uc900\uc758 **\uae08\ub9ac \uc778\ud558(\uae30\uc900\uae08\ub9ac \uc778\ud558) \uae30\ub300**\uac00 \ub4a4\ub85c \ubc00\ub838\uace0, \ub2ec\ub7ec \uac15\uc138 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc7ac\ubb34\uc131\uc758 \uac1c\uc785 \uc758\uc9c0\uac00 \ud558\ubc29 \uc704\ud5d8\uc744 \ud0a4\uc6b4\ub2e4\ub294 \uc810\uc744 \ubc18\uc601\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc2dc\uc7a5\uc740 2025\ub144 5\uc6d4\ub85c \ucd94\uc815\ub418\ub294 5\uc8704,000\uc5b5\uc5d4 \uaddc\ubaa8 \uac1c\uc785 \uc774\ud6c4 \ud658\uc728\uc774 \uae09\ub77d\ud588\ub358 \uc804\ub840\ub97c \uae30\uc5b5\ud558\uace0 \uc788\ub2e4. \uc77c\ubcf8 \ub2f9\uad6d\uc740 \ub2e4\uc2dc **\uad6c\ub450 \uacbd\uace0(\ub9d0\ub85c \uc2dc\uc7a5\uc5d0 \uac1c\uc785 \uac00\ub2a5\uc131\uc744 \uc54c\ub9ac\ub294 \uc2e0\ud638)**\ub97c \ub0b4\uace0 \uc788\uc73c\uba70, \uacfc\uac70\uc5d0\ub294 \uc5d4\ud654 \uc57d\uc138 \uc18d\ub3c4\uac00 \uacfc\ub3c4\ud558\ub2e4\uace0 \ud310\ub2e8\ub420 \ub54c \uc2e4\uc81c \uac1c\uc785\uc73c\ub85c \uc774\uc5b4\uc84c\ub2e4.<\/p>\n

\ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uae08\uc735\uc0c1\ud488) \ud22c\uc790\uc790 \uad00\uc810\uc5d0\uc11c\ub294 **\ubcc0\ub3d9\uc131 \ub9e4\uc218(\uac00\uaca9 \ubcc0\ub3d9\uc774 \ucee4\uc9c8 \ub54c \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)**\uac00 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. USD\/JPY **\uc2a4\ud2b8\ub798\ub4e4\/\uc2a4\ud2b8\ub7ad\uae00(\ucf5c\u00b7\ud48b \uc635\uc158\uc744 \ud568\uaed8 \uc0ac\uc11c \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \ubcc0\ub3d9\uc774 \ub098\uc624\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \ubc29\uc2dd)**\uc744 \ud65c\uc6a9\ud558\uba74 163.00\uc5d4 \uc0c1\ud5a5 \ub3cc\ud30c\ub4e0, \uac1c\uc785\uc5d0 \ub530\ub978 158.00\uc5d4\ub300 \uae09\ub77d\uc774\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc5d0\uc11c \uc218\uc775\uc744 \uae30\ub300\ud560 \uc218 \uc788\ub2e4. \ubc29\ud5a5\uc740 \ubd88\ud655\uc2e4\ud558\uc9c0\ub9cc \ud070 \ubcc0\ub3d9 \uac00\ub2a5\uc131\uc774 \ub192\uc744 \ub54c \uc4f0\ub294 \uc811\uadfc\uc774\ub2e4.<\/p>\n

\ub610 \uac1c\uc785\uc774 \uc2dc\uac04\ubb38\uc81c\ub77c\uace0 \ubcf4\ub294 \uacbd\uc6b0 **\uc5d4\ud654 \ucf5c\uc635\uc158(\uc5d4\ud654 \uac15\uc138 \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)** \ub610\ub294 **USD\/JPY \ud48b\uc635\uc158(\ub2ec\ub7ec\/\uc5d4 \ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)** \ub9e4\uc218\uac00 \uc9c1\uc811\uc801\uc778 \ub300\uc751\ucc45\uc774\ub2e4. \uc774 \uc804\ub7b5\uc740 **\uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158\uc744 \uc0ac\uae30 \uc704\ud574 \ub0b4\ub294 \uac00\uaca9)**\ub9cc \uc190\uc2e4 \ud55c\ub3c4\ub85c \uc815\ud560 \uc218 \uc788\ub2e4. \uacfc\uac70 \uac1c\uc785 \uc774\ud6c4 \uc218\uc5d4 \ub2e8\uc704 \uae09\ub77d\uc774 \ub098\ud0c0\ub09c \uc0ac\ub840\ub97c \uace0\ub824\ud558\uba74, \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \uc704\ud5d8 \ub300\ube44 \uae30\ub300\uc218\uc775\uc774 \ub098\uc744 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\ub2ec\ub7ec\/\uc5d4 156.60\u2192157 \ubc18\ub4f1\uc5d0\ub3c4 \ud0c4\ub825 \uc81c\ud55c. \uc911\ub3d9 \uae34\uc7a5\u00b7\ud2b8\ub7fc\ud504 \ubc1c\uc5b8\uc5d0 \ub2ec\ub7ec \uc9c0\uc9c0, \uc5f0\uc900 \uc778\ud50c\ub808\u00b7\uae08\ub9ac\uc778\uc0c1 \uacbd\uace0. \u65e5 5.4\uc870\uc5d4 \uac1c\uc785\u00b7\uae08\ub9ac\ucc28 \ubcc0\uc218\uc5d0 \ubcc0\ub3d9\uc131 \ubca0\ud305 \ubd80\uac01. \uc635\uc158 \uc804\ub7b5 \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-46052","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\/46052","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=46052"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46052\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46052"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46052"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46052"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}