{"id":46360,"date":"2026-05-07T01:59:52","date_gmt":"2026-05-07T01:59:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%9d%b8%eb%8f%84%eb%84%a4%ec%8b%9c%ec%95%84-%ec%9e%ac%ec%a0%95%ec%a0%84%eb%a7%9d-%ec%95%85%ed%99%94-%ea%b2%bd%ea%b3%a0\/"},"modified":"2026-05-07T01:59:52","modified_gmt":"2026-05-07T01:59:52","slug":"%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%9d%b8%eb%8f%84%eb%84%a4%ec%8b%9c%ec%95%84-%ec%9e%ac%ec%a0%95%ec%a0%84%eb%a7%9d-%ec%95%85%ed%99%94-%ea%b2%bd%ea%b3%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%9d%b8%eb%8f%84%eb%84%a4%ec%8b%9c%ec%95%84-%ec%9e%ac%ec%a0%95%ec%a0%84%eb%a7%9d-%ec%95%85%ed%99%94-%ea%b2%bd%ea%b3%a0\/","title":{"rendered":"\uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784, \uc778\ub3c4\ub124\uc2dc\uc544 \uc7ac\uc815\uc804\ub9dd \uc545\ud654 \uacbd\uace0\u2026\ub300\uc678\uc801\uc790 \uc555\ub825 \uc18d \ub8e8\ud53c\uc544 \uc57d\uc138 \uc804\ub9dd \uc720\uc9c0"},"content":{"rendered":"<p>\uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784(Societe Generale) \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 2026\ub144 \ucd08 \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc7ac\uc815 \uc5ec\uac74\uc774 \u2018\uc9c0\ucd9c \uc120\uc9d1\ud589(\uc5f0\ucd08\uc5d0 \uc9c0\ucd9c\uc744 \uc9d1\uc911 \uc9d1\ud589\ud558\ub294 \uac83)\u2019\uc73c\ub85c \uc57d\ud654\ud558\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ub4e4\uc740 \u2018\uae30\ucd08\uc218\uc9c0(primary balance\u00b7\uc774\uc790 \ube44\uc6a9\uc744 \uc81c\uc678\ud55c \uc815\ubd80\uc758 \uc218\uc785-\uc9c0\ucd9c \ucc28\uc774)\u2019\uac00 \uc774\ubbf8 \uc801\uc790(\uc9c0\ucd9c\uc774 \uc218\uc785\uc744 \ucd08\uacfc)\ub85c \uc804\ud658\ub3fc \uc790\uae08 \uc870\ub2ec \ud544\uc694\uac00 \ucee4\uc84c\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4.<\/p>\n<p>\uc774\ub4e4\uc740 \uc774\ubc88 \uc7ac\uc815 \uc9c0\ud45c\uac00 \uae30\uc874 \uc6b0\ub824\ub97c \ud0a4\uc6b0\uc9c0\ub9cc \ub8e8\ud53c\uc544\ud654\uc5d0 \u2018\uc0c8\ub85c\uc6b4 \ucda9\uaca9\u2019(\uae30\uc874 \uc608\uc0c1 \ubc94\uc704\ub97c \ud06c\uac8c \ubc97\uc5b4\ub098\ub294 \uc545\uc7ac)\uc744 \ub9cc\ub4e4 \uc815\ub3c4\ub294 \uc544\ub2c8\ub77c\uace0 \ud3c9\uac00\ud588\ub2e4. \ub2e4\ub9cc \ud1b5\ud654\uc5d0 \ub300\ud574\uc11c\ub294 \u2018\uc57d\uc138(\ud5a5\ud6c4 \uac00\uce58 \ud558\ub77d) \uc804\ub9dd\u2019\uc744 \uc720\uc9c0\ud588\ub2e4.<\/p>\n<p>\ud575\uc2ec \ud658\uc728 \uc704\ud5d8 \uc694\uc778\uc73c\ub85c\ub294 \u2018\uc21c(\u7d14) \uc11d\uc720\u00b7\uac00\uc2a4 \uc218\uc785(\uc218\ucd9c\ubcf4\ub2e4 \uc218\uc785\uc774 \ub354 \ub9ce\uc740 \uc0c1\ud0dc)\u2019 \ud655\ub300\uc640 \u2018\uacbd\uc0c1\uc218\uc9c0 \uc801\uc790(\uc0c1\ud488\u00b7\uc11c\ube44\uc2a4\u00b7\uc18c\ub4dd \uac70\ub798\ub97c \ud569\uce5c \ub300\uc678\uc218\uc9c0) \ud655\ub300\u2019\ub97c \uc9c0\ubaa9\ud588\ub2e4. \uc7ac\uc815 \uc5c5\ub370\uc774\ud2b8\ub294 \uc774\ub7f0 \ub300\uc678 \uc694\uc778\ubcf4\ub2e4 \uc678\ud658(FX\u00b7\uc678\uad6d\ud1b5\ud654 \uac70\ub798)\uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \ucd94\uac00 \uc601\ud5a5\uc774 \uc791\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n<p>\ub610\ud55c \uc7ac\uc815 \uc5ec\uac74 \uc545\ud654\ub294 \ub354 \uae34 \ub9cc\uae30 \uae08\ub9ac\uc5d0 \uc0c1\ubc29 \uc555\ub825\uc744 \uc904 \uc218 \uc788\ub2e4\uace0 \ubd24\ub2e4. \uc801\uc790 \ud655\ub300\ub294 \ucc44\uad8c \ub9cc\uae30 \uad6c\uc870\uc5d0\uc11c \uc7a5\uae30 \uad6c\uac04\uc758 \u2018\uae30\uac04 \ud504\ub9ac\ubbf8\uc5c4(term premia\u00b7\uc7a5\uae30\ucc44\ub97c \ubcf4\uc720\ud560 \ub54c \uc694\uad6c\ub418\ub294 \ucd94\uac00 \ubcf4\uc0c1)\u2019\uc744 \ud0a4\uc6cc \uc7a5\uae30 \uae08\ub9ac\ub97c \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. \uc544\uc6b8\ub7ec \uc7ac\uc815 \uae30\uc870\ub294 \u2018\uc778\ud50c\ub808\uc774\uc158 \ucda9\uaca9(\ubb3c\uac00\uac00 \uae09\ub4f1\ub77d\ud558\ub294 \uc0c1\ud669)\u2019\uc774 \uacbd\uc81c\uc5d0 \ud761\uc218\ub418\ub294 \ubc29\uc2dd\uc5d0\ub3c4 \uc601\ud5a5\uc744 \uc900\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4.<\/p>\n<p>\uc774\ub4e4\uc740 \uc7ac\uc815 \uc9d1\ud589 \uc0c1\ud669\uc744 \uacc4\uc18d \uc8fc\uc2dc\ud560 \uac83\uc774\uba70, \ub2f9\uad6d\ub3c4 \uad6d\uc81c \uae08\uc735\uc2dc\uc7a5\uc758 \uc2dc\uc120\uc744 \uc758\uc2dd\ud560 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4. \uc678\ud658\uc740 \uc57d\uc138, \uae08\ub9ac\ub294 \u2018\ubca0\uc5b4 \ud50c\ub798\ud2b8\ub2dd(bear-flattening\u00b7\uae08\ub9ac \uc0c1\uc2b9 \uad6d\uba74\uc5d0\uc11c \uc7a5\uae30 \uae08\ub9ac\uac00 \ub2e8\uae30\ubcf4\ub2e4 \ub354 \ud06c\uac8c \uc62c\ub77c \uc218\uc775\ub960\uace1\uc120\uc774 \ud3c9\ud3c9\ud574\uc9c0\ub294 \ud604\uc0c1)\u2019 \ucabd\uc5d0 \ubb34\uac8c\ub97c \ub480\ub2e4.<\/p>\n<p>2026\ub144 \ucd08 \uc7ac\uc815 \uc9c0\ud45c\ub294 \uc778\ub3c4\ub124\uc2dc\uc544 \ub8e8\ud53c\uc544\ud654 \uc57d\uc138 \uc804\ub9dd\uc744 \uc7ac\ud655\uc778\ud55c\ub2e4. \uc815\ubd80\uc758 \uc9c0\ucd9c \uc120\uc9d1\ud589\uc73c\ub85c \uae30\ucd08\uc218\uc9c0\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube68\ub9ac \uc801\uc790\ub85c \ub3cc\uc544\uc11c\uba70 \uc608\uc0b0\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \uac15\ud654\ud588\ub2e4. \uc774\ub7f0 \uc555\ubc15\uc740 \uc774\ubbf8 \ud658\uc728\uc5d0 \ubc18\uc601\ub3fc \ucd5c\uadfc \uac70\ub798\uc5d0\uc11c \ub2ec\ub7ec\/\ub8e8\ud53c\uc544(USD\/IDR) \ud658\uc728\uc774 16,500\uc744 \uc0c1\ud68c\ud588\ub2e4.<\/p>\n<p>\uc7ac\uc815 \uc6b0\ub824\uac00 \uc874\uc7ac\ud558\uc9c0\ub9cc, \ud1b5\ud654\ub97c \uc57d\ud654\uc2dc\ud0a4\ub294 \uc8fc\ub41c \ub3d9\uc778\uc740 \uacbd\uc0c1\uc218\uc9c0 \uc801\uc790 \ud655\ub300\uc640 \uc5d0\ub108\uc9c0 \uc218\uc785 \uc758\uc874\uc774\ub2e4. \ube0c\ub80c\ud2b8\uc720(Brent crude\u00b7\uad6d\uc81c \uc720\uac00 \ub300\ud45c \uc9c0\ud45c)\uac00 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec \uc548\ud30e\uc5d0 \uba38\ubb3c\uba74\uc11c \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc21c(\u7d14) \uc6d0\uc720 \uc218\uc785 \ube44\uc6a9\uc774 \ud06c\uac8c \ub298\uace0, \ub2ec\ub7ec \uc218\uc694\ub97c \ud0a4\uc6b0\uace0 \uc788\ub2e4. 2026\ub144 1\ubd84\uae30 \ucd5c\uc2e0 \uc790\ub8cc\uc5d0\uc11c\ub294 \uacbd\uc0c1\uc218\uc9c0 \uc801\uc790\uac00 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP) \ub300\ube44 1.2%\ub85c \ud655\ub300\ub410\uace0, \uc774\ub7f0 \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c\ub8e8\ud53c\uc544 \ub354 \ud754\ub4e4\ub9ac\ub098\u201d \uc778\ub2c8 2026\ucd08 \uc9c0\ucd9c \uc120\uc9d1\ud589\uc5d0 \uae30\ucd08\uc218\uc9c0 \uc870\uae30 \uc801\uc790, \uc870\ub2ec \ubd80\ub2f4 \ud655\ub300. \ub2e4\ub9cc \uc0c8 \ucda9\uaca9 \uc81c\ud55c. \uc720\uac00\u00b7\uacbd\uc0c1\uc218\uc9c0 \uc545\ud654\uac00 \uc57d\uc138 \uc8fc\ub3d9\uc778, \uc7a5\uae30\uae08\ub9ac \uc0c1\ubc29.<\/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-46360","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\/46360","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=46360"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46360\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}