{"id":46506,"date":"2026-05-08T18:54:09","date_gmt":"2026-05-08T18:54:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%ec%8b%9c%ea%b0%84%eb%8c%80-%ec%86%8c%eb%b9%84%ec%9e%90-%ea%b8%b0%eb%8c%80%ec%a7%80%ec%88%98-%ec%86%8c%ed%8f%ad-%ea%b0%9c%ec%84%a0%ec%a0%80%ec%a1%b0%ed%95%9c-%ec%88%98%ec%a4%80\/"},"modified":"2026-05-08T18:54:09","modified_gmt":"2026-05-08T18:54:09","slug":"%eb%af%b8%ec%8b%9c%ea%b0%84%eb%8c%80-%ec%86%8c%eb%b9%84%ec%9e%90-%ea%b8%b0%eb%8c%80%ec%a7%80%ec%88%98-%ec%86%8c%ed%8f%ad-%ea%b0%9c%ec%84%a0%ec%a0%80%ec%a1%b0%ed%95%9c-%ec%88%98%ec%a4%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ec%8b%9c%ea%b0%84%eb%8c%80-%ec%86%8c%eb%b9%84%ec%9e%90-%ea%b8%b0%eb%8c%80%ec%a7%80%ec%88%98-%ec%86%8c%ed%8f%ad-%ea%b0%9c%ec%84%a0%ec%a0%80%ec%a1%b0%ed%95%9c-%ec%88%98%ec%a4%80\/","title":{"rendered":"\ubbf8\uc2dc\uac04\ub300 \uc18c\ube44\uc790 \uae30\ub300\uc9c0\uc218 \uc18c\ud3ed \uac1c\uc120\u2026\uc800\uc870\ud55c \uc218\uc900\uc740 Fed \uae08\ub9ac\uc778\ud558 \uc804\ub9dd\uc5d0 \ubd80\ub2f4, \uc784\uc758\uc18c\ube44\uc7ac\uc8fc \uc555\ubc15"},"content":{"rendered":"<p>\ubbf8\uc2dc\uac04\ub300 \uc18c\ube44\uc790 \uae30\ub300\uc9c0\uc218(Consumer Expectations Index)\ub294 5\uc6d4 48.5\ub85c, \uc9c1\uc804 48.1\uc5d0\uc11c \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n<p>\uc774 \uc9c0\uc218\ub294 \ubbf8\uad6d \uc18c\ube44\uc790\ub4e4\uc774 \ud5a5\ud6c4 \uba87 \ub2ec \ub3d9\uc548 \uacbd\uc81c\uac00 \uc5b4\ub5bb\uac8c \uc6c0\uc9c1\uc77c\uc9c0\uc5d0 \ub300\ud574 \uac16\ub294 \uc804\ub9dd\uc744 \uce21\uc815\ud55c\ub2e4.<\/p>\n<h3>\uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uacfc \uc635\uc158 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>\uc18c\ube44\uc790 \uae30\ub300\uc9c0\uc218\uac00 48.5\ub85c \uc18c\ud3ed \uc624\ub978 \uac83\uc740 \uacbd\uae30 \uac15\uc138 \uc2e0\ud638\ub77c\uae30\ubcf4\ub2e4, \ube44\uad00\ub860\uc774 \uc870\uae08 \uc644\ud654\ub410\ub2e4\ub294 \uc758\ubbf8\uc5d0 \uac00\uae5d\ub2e4. \uc5ec\uc804\ud788 \uc5ed\uc0ac\uc801\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc778 \ub9cc\ud07c, \uc2dc\uc7a5\uc774 \ub69c\ub837\ud55c \ubc29\ud5a5\uc744 \uc7a1\uc9c0 \ubabb\ud574 \ub192\uc740 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc0c1\ud0dc)\uc774 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \ud2b8\ub808\uc774\ub354\ub294 \uc8fc\uc694 \uc9c0\uc218\uc5d0\uc11c \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974(\uc0c1\ub2e8\u00b7\ud558\ub2e8 \ubc94\uc704\ub97c \uc815\ud574 \uadf8 \ubc94\uc704 \uc548\uc5d0 \uba38\ubb3c\uba74 \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc635\uc158 \uc870\ud569) \uac19\uc740 \uc804\ub7b5\uc73c\ub85c \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \ubc1b\ub294 \ub9e4\ub3c4 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc774\ub294 \uae09\ub4f1\u00b7\uae09\ub77d(\ub3cc\ud30c)\ubcf4\ub2e4 \ubc15\uc2a4\uad8c \uc6c0\uc9c1\uc784\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n<p>\uc774\ubc88\ucc98\ub7fc \uc18c\ube44\uc790 \uc9c0\ud45c\uac00 \uc57d\ud558\uba74 \uc5f0\uc900(Federal Reserve\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \ub2e4\uc74c \uacb0\uc815\uc774 \ub354 \uae4c\ub2e4\ub85c\uc6cc\uc9c4\ub2e4. \ud2b9\ud788 \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158(core inflation\u00b7\uc5d0\ub108\uc9c0\u00b7\uc2dd\ud488\ucc98\ub7fc \ubcc0\ub3d9\uc774 \ud070 \ud56d\ubaa9\uc744 \uc81c\uc678\ud55c \ubb3c\uac00)\uc774 \ucd5c\uadfc 3.1% \uc548\ud30e\uc5d0 \uba38\ubb34\ub294 \uc0c1\ud669\uc5d0\uc11c\ub294 \ub354\uc6b1 \uadf8\ub807\ub2e4. \uc5f0\uc900\uc774 \uc18c\ube44\uac00 \uc57d\ud574\uc9c0\ub294 \uad6d\uba74\uc5d0\uc11c \uae08\ub9ac \uc778\uc0c1(interest rate hike)\uc744 \ub2e8\ud589\ud560 \uac00\ub2a5\uc131\uc740 \ub0ae\uc544 \ubcf4\uc774\uba70, \uc62c\ud574 \ud6c4\ubc18 \uae08\ub9ac \uc778\ud558(rate cut)\ub85c \ubc29\ud5a5\uc774 \uc7a1\ud790 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc5d0 \ud798\uc774 \uc2e4\ub9b0\ub2e4. \uc6b0\ub9ac\ub294 \uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c(Fed funds futures\u00b7\uc5f0\uc900 \uc815\ucc45\uae08\ub9ac \uae30\ub300\ub97c \ubc18\uc601\ud558\ub294 \uc120\ubb3c)\uc758 \ud30c\uc0dd\uc0c1\ud488(derivatives\u00b7\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uae08\uc735\uc0c1\ud488) \uac70\ub798\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uae08\ub9ac \uc778\ud558 \uae30\ub300 \ubcc0\ud654(\ud655\ub960\uacfc \uc2dc\uc810)\ub97c \uc810\uac80\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc5c5\uc885 \uce21\uba74\uc5d0\uc11c\ub294 \uacbd\uae30\uc18c\ube44\uc7ac(consumer discretionary\u00b7\ud544\uc218\uc7ac\uac00 \uc544\ub2cc \uc120\ud0dd \uc18c\ube44 \uad00\ub828) \uc8fc\uc2dd\uc5d0 \ub300\ud574 \uc2e0\uc911\ud55c \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud55c\ub2e4. 2025\ub144 \ub454\ud654 \uad6d\uba74\uc5d0\uc11c\ub3c4 \uc2ec\ub9ac\uac00 \uc7a0\uc2dc \ubc18\ub4f1\ud574\ub3c4 \uc9c0\uac11\uc774 \uc587\uc744 \ub54c \ube44\ud544\uc218 \uc18c\ube44\uac00 \ub298\uc9c0 \uc54a\ub294 \ud750\ub984\uc774 \ub098\ud0c0\ub0ac\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 \uacbd\uae30\uc18c\ube44\uc7ac ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc)\uc5d0 \ub300\ud55c \ud48b\uc635\uc158(\ud558\ub77d\uc5d0 \ub300\ube44\ud574 \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \uac80\ud1a0\ud558\uac70\ub098, \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc(pairs trade\u00b7\uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud55c \uc790\uc0b0\uc744 \ub9e4\uc218\ud558\uace0 \uc57d\ud55c \uc790\uc0b0\uc744 \ub9e4\ub3c4\ud574 \uaca9\ucc28\uc5d0 \ubca0\ud305)\ub85c \ud544\uc218\uc18c\ube44\uc7ac(consumer staples\u00b7\uc2dd\ub8cc\ud488\u00b7\uc0dd\ud65c\ud544\uc218\ud488 \ub4f1) \ub871(\ub9e4\uc218)\uacfc \uacbd\uae30\uc18c\ube44\uc7ac \uc1fc\ud2b8(\ub9e4\ub3c4)\ub97c \uc870\ud569\ud558\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uacfc\uac70\ub97c \ubcf4\uba74, \uc774\ubc88 \uc791\uc740 \ubc18\ub4f1\uc740 2025\ub144 3\ubd84\uae30\uc5d0 \ub098\ud0c0\ub0ac\ub358 \uc9e7\uc740 \uc18c\ube44\uc2ec\ub9ac \ubc18\ub4f1\uacfc \ub2ee\uc558\ub2e4. \ub2f9\uc2dc\uc5d0\ub294 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uc624\ub974\uc790 \ube60\ub974\uac8c \ub418\ub3cc\ub824\uc84c\ub2e4. \ud604\uc7ac 48.5\ub294 \uacbd\uae30 \uc704\ucd95\uacfc \ud655\uc7a5\uc744 \uac00\ub974\ub294 50\uc120\ubcf4\ub2e4 \uc5ec\uc804\ud788 \ub0ae\uc544, \uacbd\uae30\uce68\uccb4(recession) \uc6b0\ub824\uac00 \uc0ac\ub77c\uc9c0\uc9c0 \uc54a\uc558\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub530\ub77c\uc11c \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 ETF\uc5d0 \ub300\ud55c \ubcf4\ud638\uc6a9 \ud48b(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ud558\ub77d \ubc29\uc5b4 \uc635\uc158) \ub9e4\uc218\ub294 \uc5ec\uc804\ud788 \ud569\ub9ac\uc801\uc778 \ud5e4\uc9c0(hedge\u00b7\uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ubc29\uc5b4) \uc804\ub7b5\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<h3>\ub9ac\uc2a4\ud06c \uad00\ub9ac\uc640 \uc2dc\uc7a5 \ud5e4\uc9c0<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>\ubbf8\uc2dc\uac04\ub300 \uae30\ub300\uc9c0\uc218 48.5\ub85c \uc18c\ud3ed \ubc18\ub4f1\ud588\uc9c0\ub9cc 50\uc120 \ud558\ud68c\ub85c \uce68\uccb4 \uc6b0\ub824 \uc9c0\uc18d. \ubcc0\ub3d9\uc131 \uc7a5\uc138\uc5d0 \uc544\uc774\uc5b8\ucf58\ub3c4\ub974\u00b7\ubcf4\ud638\ud48b, \uae08\ub9ac\uc778\ud558 \uae30\ub300 \uc810\uac80. \uc18c\ube44\uc7ac\ub294 \ud48b\u00b7\uc2a4\ud14c\uc774\ud50c \ub871\/\ub514\uc2a4\ud06c\ub808\uc154\ub108\ub9ac \uc1fc\ud2b8 \uc720\ud6a8.<\/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-46506","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\/46506","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=46506"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46506\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}