{"id":46510,"date":"2026-05-08T19:54:06","date_gmt":"2026-05-08T19:54:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/5%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%86%8c%eb%b9%84%ec%9e%90%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98-%ed%95%98%eb%9d%bd%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ea%b8%b0%eb%8c%80%eb%8a%94\/"},"modified":"2026-05-08T19:54:06","modified_gmt":"2026-05-08T19:54:06","slug":"5%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%86%8c%eb%b9%84%ec%9e%90%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98-%ed%95%98%eb%9d%bd%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ea%b8%b0%eb%8c%80%eb%8a%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/5%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%86%8c%eb%b9%84%ec%9e%90%ec%8b%a0%eb%a2%b0%ec%a7%80%ec%88%98-%ed%95%98%eb%9d%bd%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ea%b8%b0%eb%8c%80%eb%8a%94\/","title":{"rendered":"5\uc6d4 \ubbf8\uad6d \uc18c\ube44\uc790\uc2e0\ub8b0\uc9c0\uc218 \ud558\ub77d\u2026\uc778\ud50c\ub808\uc774\uc158 \uae30\ub300\ub294 \ub454\ud654, \ub2ec\ub7ec \uc57d\uc138 \uc555\ub825\u00b7\ubcc0\ub3d9\uc131 \uc804\ub7b5 \uac15\uc138"},"content":{"rendered":"<p>\ubbf8\uc2dc\uac04\ub300(University of Michigan) \uc608\ube44 \uc870\uc0ac\uc5d0 \ub530\ub974\uba74 5\uc6d4 \ucd08 \ubbf8\uad6d \uc18c\ube44\uc790\uc2e0\ub8b0\uac00 \ud558\ub77d\ud588\ub2e4. \uac00\uacc4\uac00 \ud604\uc7ac \uacbd\uc81c\uc0c1\ud669\uacfc \ud5a5\ud6c4 \uacbd\uae30 \uc804\ub9dd\uc744 \ub354 \ubd80\uc815\uc801\uc73c\ub85c \ud3c9\uac00\ud55c \uc601\ud5a5\uc774\ub2e4. \uc18c\ube44\uc790\uc2ec\ub9ac\uc9c0\uc218(Consumer Sentiment Index)\ub294 4\uc6d4 49.8\uc5d0\uc11c 48.2\ub85c \ub0b4\ub824 49.5(\uc804\ub9dd\uce58)\ub97c \ubc11\ub3cc\uc558\ub2e4.<\/p>\n<p>\ud604\uc7ac\uacbd\uae30\uc9c0\uc218(Current Conditions index)\ub294 52.5\uc5d0\uc11c 47.8\ub85c \ud558\ub77d\ud588\ub2e4. \uae30\ub300\uc9c0\uc218(Expectations gauge)\ub294 48.1\uc5d0\uc11c 48.5\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n<h3>\uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00\uc0c1\uc2b9) \uae30\ub300 \uc644\ud654<\/h3>\n<p>\uc778\ud50c\ub808\uc774\uc158 \uae30\ub300(\ud5a5\ud6c4 \ubb3c\uac00\uac00 \uc5bc\ub9c8\ub098 \uc624\ub97c\uc9c0\uc5d0 \ub300\ud55c \uc804\ub9dd)\ub294 \ub0ae\uc544\uc84c\ub2e4. 1\ub144 \uae30\ub300 \uc778\ud50c\ub808\uc774\uc158\uc740 4.7%\uc5d0\uc11c 4.5%\ub85c \ub5a8\uc5b4\uc84c\uace0, 5\ub144 \uae30\ub300 \uc778\ud50c\ub808\uc774\uc158\ub3c4 3.5%\uc5d0\uc11c 3.4%\ub85c \ub454\ud654\ud588\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc5d0\uc11c \ub2ec\ub7ec\ub294 \uc57d\uc138\ub97c \ubcf4\uc774\uba70 \uc218\uc8fc(\uba87 \uc8fc) \ub9cc\uc758 \uc800\uc810 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\ub2e4. \ub2ec\ub7ec\uc778\ub371\uc2a4(US Dollar Index, DXY: \uc8fc\uc694 6\uac1c \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218)\ub294 98.00 \uc544\ub798\ub85c \ub0b4\ub824\uc654\ub2e4.<\/p>\n<p>\uc18c\ube44\uc2ec\ub9ac \uc57d\ud654\uac00 \uc774\uc5b4\uc9c0\uba74\uc11c, \uc2e4\ubb3c\uacbd\uc81c \ud750\ub984\uacfc \uc2dc\uc7a5\uc758 \uae30\ub300 \uc0ac\uc774\uc758 \uad34\ub9ac\uac00 \ucee4\uc9c0\ub294 \uad6c\uac04\uc744 \ud65c\uc6a9\ud560 \uc5ec\uc9c0\uac00 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4. \ubbf8 \uc0c1\ubb34\ubd80(Commerce Department) \uc790\ub8cc\uc5d0\uc11c 4\uc6d4 \uc18c\ub9e4\ud310\ub9e4\uac00 \uc804\uc6d4 \ub300\ube44 \ubcf4\ud569(0.0%)\uc73c\ub85c, \uc2dc\uc7a5 \uc804\ub9dd\uce58 0.4% \uc99d\uac00\uc5d0 \ubabb \ubbf8\uce5c \uc810\uc740 \uac00\uacc4\uac00 \uc9c0\ucd9c\uc744 \uc904\uc774\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\uc5d0 \ub530\ub77c \uacbd\uae30\uc18c\ube44\uc7ac(consumer discretionary: \uc18c\ube44 \uc5ec\ub825\uc5d0 \ub530\ub77c \uc9c0\ucd9c\uc774 \ubcc0\ud558\ub294 \uc5c5\uc885) \uc8fc\uc2dd\uc5d0\ub294 \ud558\ubc29 \uc704\ud5d8\uc774 \ucee4\uc9c8 \uc218 \uc788\uc5b4, XLY \uac19\uc740 ETF\uc5d0 \ub300\ud55c \ubcf4\ud638\uc6a9 \ud48b\uc635\uc158(protective put: \uac00\uaca9 \ud558\ub77d \uc2dc \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud574 \uc0ac\ub294 \u2018\ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294\u2019 \uc635\uc158)\uc744 \ud5e4\uc9c0(\uc704\ud5d8 \uc644\ud654) \uc218\ub2e8\uc73c\ub85c \uace0\ub824\ud560 \ub9cc\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300\uac00 \ub3d9\uc2dc\uc5d0 \uc2dd\ub294 \uc810\uc740 \ub2e8\uc21c\ud55c \uc57d\uc138 \uc804\ub9dd\uc744 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uace0, \ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc131\uc7a5 \ub454\ud654\uc640 \ubb3c\uac00 \ubd80\ub2f4 \uc644\ud654\uac00 \uc5c7\uac08\ub9ac\uba74\uc11c \ubc29\ud5a5\uc131\ubcf4\ub2e4 \u2018\ubd88\ud655\uc2e4\uc131\u2019 \uc790\uccb4\uc5d0\uc11c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud574\uc9c8 \uc218 \uc788\ub2e4. \ubcc0\ub3d9\uc131\uc9c0\uc218(CBOE Volatility Index, VIX: S&#038;P500(SPX) \uc635\uc158\uc744 \ubc14\ud0d5\uc73c\ub85c \uacc4\uc0b0\ub418\ub294 \uc2dc\uc7a5 \ubd88\uc548 \uc9c0\ud45c)\ub294 \ucd5c\uadfc \uc800\uc810 \ub300\ube44 19\uae4c\uc9c0 \uc0c1\uc2b9\ud588\uc73c\uba70, VIX \ucf5c\uc635\uc158(call option: \ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac, VIX \uc0c1\uc2b9\uc5d0 \uc720\ub9ac)\uc744 \ub9e4\uc218\ud558\uac70\ub098 SPX\uc5d0 \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974(iron condor: \uc77c\uc815 \ubc94\uc704 \ub0b4 \uc6c0\uc9c1\uc784\uc744 \uae30\ub300\ud558\ub294 \uc635\uc158 \uc870\ud569) \uc804\ub7b5\uc744 \uad6c\ucd95\ud558\ub294 \ubc29\uc548\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n<h3>\uae08\ub9ac\u00b7FX(\uc678\ud658) \uc2dc\uc0ac\uc810<\/h3>\n<p>\uae08\ub9ac \ubc0f \uc678\ud658(FX) \ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c\ub294 \uc774\ubc88 \uc9c0\ud45c\uac00 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 \u2018\ube44\ub458\uae30\ud30c(dovish: \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc2e0\uc911\ud558\uace0 \uc644\ud654\uc801)\u2019 \uae30\uc870\ub97c \ub4b7\ubc1b\uce68\ud574 \ub2ec\ub7ec\uc5d0 \ud558\ubc29 \uc555\ub825\uc744 \uc900\ub2e4\ub294 \ud574\uc11d\uc774 \uac00\ub2a5\ud558\ub2e4. DXY\uac00 \ud575\uc2ec \uc9c0\uc9c0\uc120\uc778 98.00\uc744 \ud558\ud5a5 \uc774\ud0c8\ud55c \uac83\uc740 \uae30\uc220\uc801(\ucc28\ud2b8 \uae30\ubc18)\uc73c\ub85c \uc758\ubbf8\uac00 \ud06c\uba70, \ucd94\uac00 \uc57d\uc138 \uc2e0\ud638\ub85c \uc77d\ud78c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uae08\ub9ac \ud558\ub77d(\ucc44\uad8c \uac00\uaca9 \uc0c1\uc2b9)\uc744 \uae30\ub300\ud558\uba70 10\ub144 \ub9cc\uae30 \ubbf8 \uad6d\ucc44\uc120\ubb3c(Treasury note futures)\uc744 \ub9e4\uc218\ud558\uace0, \uc720\ub85c(Euro)\ub098 \uc5d4(Yen) \uac19\uc740 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac15\uc138 \uad6d\uba74\uc5d0\uc11c\ub294 \ub2ec\ub7ec\ub97c \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\ub294 \uc804\ub9dd\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubbf8 \uc18c\ube44\uc2ec\ub9ac \uae09\ub7ad\uc5d0 \ub2ec\ub7ec\ub3c4 \ud754\ub4e4: \ubbf8\uc2dc\uac04\ub300 \uc9c0\uc218 48.2\ub85c \ud558\ub77d, \uc18c\ub9e4\ud310\ub9e4 \ubd80\uc9c4. \uc778\ud50c\ub808 \uae30\ub300\ub294 \uc644\ud654\ub3fc \ubc29\ud5a5\uc131 \ud63c\uc870. XLY \ud48b\u00b7VIX \ucf5c\u00b7SPX \ucf58\ub3c4\ub974, DXY 98 \ubd95\uad34\uc5d0 \ucc44\uad8c \ub9e4\uc218\u00b7\ub2ec\ub7ec \ub9e4\ub3c4 \uac70\ub860.<\/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-46510","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\/46510","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=46510"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46510\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46510"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46510"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46510"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}