\ubbf8 \ub2ec\ub7ec\ud654 \uc9c0\uc218(DXY)\ub294 \ubbf8\uad6d \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI) \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uc2dc\uc7a5\uc774 \uad00\ub9dd\uc138\ub97c \ubcf4\uc774\ub294 \uac00\uc6b4\ub370 97.96\uc73c\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4. \ubbf8 \uc8fc\uc2dd\uc2dc\uc7a5\uc740 \uae30\uc220\uc8fc \uc911\uc2ec\uc73c\ub85c \uc81c\ud55c\uc801 \uc0c1\uc2b9\uc138\ub97c \ub098\ud0c0\ub0c8\ub2e4.<\/p>\n
\ubbf8 \uad6d\ucc44\uae08\ub9ac\ub294 \uc804 \uad6c\uac04\uc5d0\uc11c 5~7bp(1bp=0.01%\ud3ec\uc778\ud2b8) \uc62c\ub790\ub2e4. \uc720\uac00 \uc0c1\uc2b9\uacfc \ubbf8\u00b7\uc774\ub780 \uac04 \ub2e8\uae30 \ud3c9\ud654 \ud569\uc758 \uae30\ub300 \uc57d\ud654\uac00 \uc601\ud5a5\uc744 \uc92c\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc5f0\ub0b4 \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\uc5f0\uc900)\uc758 \uae30\uc900\uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \uc0c1\ub2f9 \ubd80\ubd84 \ubc18\uc601\ud558\uc9c0 \uc54a\ub294 \ubd84\uc704\uae30\ub2e4.<\/p>\n
\uc608\uc815\ub41c \uc8fc\uc694 \uc9c0\ud45c\ub85c\ub294 ADP \uace0\uc6a9 \ubcc0\ud654(\ubbfc\uac04\uc5c5\uccb4 ADP\uac00 \ucd94\uc815\ud55c \ubbfc\uac04 \uace0\uc6a9 \uc99d\uac10\uc73c\ub85c, \uacf5\uc2dd \uace0\uc6a9\uc9c0\ud45c\uc758 \ucc38\uace0\uce58)\uc640 4\uc6d4 CPI\uac00 \uc788\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub294 CPI\uac00 \uc804\ub144 \ub300\ube44 3.7%(\uc774\uc804 3.3%)\ub85c \uc0c1\uc2b9, \uadfc\uc6d0 CPI(\ubcc0\ub3d9\uc131\uc774 \ud070 \uc5d0\ub108\uc9c0\u00b7\uc2dd\ub8cc\ud488\uc744 \uc81c\uc678\ud574 \ubb3c\uac00 \ud750\ub984\uc744 \ubcf4\ub294 \uc9c0\ud45c)\ub294 2.7%(\uc774\uc804 2.6%)\ub85c \uc81c\uc2dc\ub41c\ub2e4.<\/p>\n
\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uad6d\ub0b4 \uc5f0\ub8cc\ube44 \ubd80\ub2f4 \uc644\ud654\ub97c \ubaa9\ud45c\ub85c \ud55c \ud718\ubc1c\uc720\uc138(\uc720\ub958\uc138) \uc720\uc608\ub97c \uc9c0\uc9c0\ud588\ub2e4. \uadf8\ub294 5\uc6d4 13~15\uc77c \ubca0\uc774\uc9d5\uc5d0\uc11c \uc2dc\uc9c4\ud551 \uc911\uad6d \uad6d\uac00\uc8fc\uc11d\uacfc \ud68c\ub3d9\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n
\ud68c\ub2f4 \uc758\uc81c\uc5d0\ub294 \uc911\ub3d9 \ubd84\uc7c1, \uc911\uad6d\uc758 \uc774\ub780\uc0b0 \uc6d0\uc720 \uad6c\ub9e4, \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c(\uc6d0\uc720 \uc218\uc1a1 \ud575\uc2ec \ud1b5\ub85c\ub85c, \ubd09\uc1c4\u00b7\ud1b5\uc81c\ub85c \uacf5\uae09 \ubd88\uc548\uc774 \ucee4\uc9c8 \uc218 \uc788\uc74c) \ub17c\uc758\uac00 \ud3ec\ud568\ub420 \uc804\ub9dd\uc774\ub2e4. \uc774 \ubc16\uc5d0 \ubb34\uc5ed \ud734\uc804 \uc720\uc9c0, \uc591\uad6d \uac04 \u2018\ubb34\uc5ed\uc704\uc6d0\ud68c\u2019(\ud1b5\uc0c1 \ud604\uc548\uc744 \uc0c1\uc124\ub85c \ub2e4\ub8e8\ub294 \ud611\uc758\uccb4) \uc124\uce58 \uac00\ub2a5\uc131, AI \uc548\uc804(\uc778\uacf5\uc9c0\ub2a5\uc774 \uc624\uc791\ub3d9\u00b7\ub0a8\uc6a9\ub418\uc9c0 \uc54a\ub3c4\ub85d \ud1b5\uc81c\u00b7\uac80\uc99d\ud558\ub294 \uaddc\ubc94)\uacfc \ub300\ub9cc \uad00\ub828 \ub17c\uc758\ub3c4 \uac70\ub860\ub41c\ub2e4.<\/p>\n
\uc2dc\uc7a5\uc740 \uc774\ubc88 \uc8fc \ud575\uc2ec CPI \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uae34\uc7a5\uac10\uc744 \ub192\uc774\uace0 \uc788\ub2e4. \ub2ec\ub7ec\ud654 \uc9c0\uc218\ub294 106\uc120 \ubd80\uadfc\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc774\uba70, \uc2dc\uc7a5\uc740 CPI\uac00 \uc804\ub144 \ub300\ube44 3.1%\uc5d0 \uc774\ub97c \uc218 \uc788\ub2e4\ub294 \uc804\ub9dd\uc5d0 \ub300\ube44\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ubb3c\uac00\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uac8c \ub098\uc624\uba74 \uc5f0\uc900\uc774 \uae08\ub9ac\ub97c \uc27d\uac8c \ub0b4\ub9ac\uc9c0 \ubabb\ud560 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \ub2ec\ub7ec \uac15\uc138\ub85c \uc774\uc5b4\uc9c0\ub294 \ud750\ub984\uc774\ub2e4.<\/p>\n
\uc774 \uac19\uc740 \uacbd\uacc4 \uc2ec\ub9ac\ub97c \ubc18\uc601\ud574 \ubbf8 \uad6d\ucc44\uae08\ub9ac\ub294 \uc0c1\uc2b9\ud588\uace0, 10\ub144\ubb3c \uae08\ub9ac\ub294 4.6%\ub97c \uc6c3\ub3cc\uace0 \uc788\ub2e4. CME \ud398\ub4dc\uc6cc\uce58 \ud234(CME \uc120\ubb3c\uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uae08\ub9ac \uc778\ud558\u00b7\ub3d9\uacb0 \ud655\ub960\uc744 \ucd94\uc815\ud558\ub294 \uc9c0\ud45c)\uc5d0 \ub530\ub974\uba74 9\uc6d4\uae4c\uc9c0 \uae08\ub9ac \uc778\ud558 \ud655\ub960\uc740 40% \uc544\ub798\ub85c \ub0b4\ub824\uac14\ub2e4. \uc2dc\uc7a5\uc774 \ub2e8\uae30\uac04\uc758 \ud1b5\ud654 \uc644\ud654(\uae08\ub9ac \uc778\ud558 \ub4f1 \uacbd\uae30 \ubd80\uc591) \uac00\ub2a5\uc131\uc744 \ub2e4\uc2dc \ub0ae\uac8c \ubcf4\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n
\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\ub3c4 \ubcc0\uc218\ub2e4. \ud64d\ud574 \uc9c0\uc5ed\uc758 \uacf5\uae09\ub9dd \ucc28\uc9c8 \uc7ac\ubd80\uac01\uc774 WTI \uc720\uac00\ub97c \ubc30\ub7f4\ub2f9 90\ub2ec\ub7ec \ubd80\uadfc\uc73c\ub85c \ubc00\uc5b4 \uc62c\ub838\ub2e4. \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uc740 \ubb3c\uac00 \uae30\ub300(\uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc774\ub77c\ub294 \uc2dc\uc7a5\uc758 \uc608\uc0c1)\ub97c \uc790\uadf9\ud574 \uad6d\ucc44\uae08\ub9ac \uc0c1\uc2b9 \uc555\ub825\uc73c\ub85c \uc5f0\uacb0\ub41c\ub2e4. \uae00\ub85c\ubc8c \ubd84\uc7c1\uc774 \uad6d\ub0b4 \ubb3c\uac00\uc640 \uae08\uc735\uc2dc\uc7a5\uc5d0 \ube60\ub974\uac8c \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840\ub2e4.<\/p>\n
\ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5\uc131\ub3c4 \uac70\ub860\ub41c\ub2e4. VIX(\ubbf8 S&P500 \uc635\uc158\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \ubcc0\ub3d9\uc131 \uc9c0\uc218\ub85c, \u2018\uacf5\ud3ec\uc9c0\uc218\u2019\ub85c \ubd88\ub9bc)\ub294 14\uc120 \ubd80\uadfc\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc774\uc9c0\ub9cc, CPI\uc640 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uac00 \uacb9\uce58\uba74 \uae09\ub4f1\ud560 \uc218 \uc788\ub2e4\ub294 \uc2dc\uac01\uc774\ub2e4. \uc774\uc5d0 \ub530\ub77c VIX \ucf5c\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac, \ubcc0\ub3d9\uc131 \uc0c1\uc2b9\uc5d0 \ubca0\ud305)\uc774\ub098 \uc8fc\uc694 \uc9c0\uc218 \uae30\ubc18 \ucf5c\ub77c(\uc8fc\uc2dd\u00b7\uc9c0\uc218 \ud558\ub77d \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ub97c \uc870\ud569\ud55c \uc635\uc158 \uc804\ub7b5)\ub85c \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\ub294 \uc804\ub7b5\uc774 \uc81c\uc2dc\ub41c\ub2e4.<\/p>\n
\ud658\uc2dc\uc5d0\uc11c\ub294 \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc6b0\ub824\ub300\ub85c \ub192\uac8c \ub098\uc624\uba74 \ub2ec\ub7ec \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc628\ub2e4. \uc77c\ubcf8 \uc5d4\ud654\ub098 \uc720\ub85c\ud654\ucc98\ub7fc \uc6d0\uc790\uc7ac\ub97c \uc218\uc785\ud558\ub294 \ud1b5\ud654(\uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9 \uc2dc \ubb34\uc5ed\uc218\uc9c0 \ubd80\ub2f4\uc774 \ucee4\uc9c8 \uc218 \uc788\uc74c) \ub300\ube44 \ub2ec\ub7ec \ucf5c\uc635\uc158(\ub2ec\ub7ec\ub97c \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac)\uc744 \ud65c\uc6a9\ud558\ub294 \ubc29\uc548\uc774 \uac70\ub860\ub41c\ub2e4. \ub2ec\ub7ec\ub294 \uae08\ub9ac \uc0c1\uc2b9\uc758 \uc218\ud61c\uc640 \ud568\uaed8 \uc548\uc804\uc790\uc0b0(\uc704\uae30 \uc2dc \uc790\uae08\uc774 \ubab0\ub9ac\ub294 \uc790\uc0b0) \uc131\uaca9\uc73c\ub85c \uc9c0\uc9c0\ub97c \ubc1b\uace0 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
CPI \uc55e\ub450\uace0 \ub2ec\ub7ec \uac15\uc138\u00b7\uae08\ub9ac \uae09\ub4f1\u2026\ubb34\uc2a8 \uc77c? DXY \uc18c\ud3ed \uc0c1\uc2b9, \ubbf8 \uad6d\ucc44 5~7bp\u2191\u00b710\ub144 4.6% \uc0c1\ud68c. \uc720\uac00\u00b7\uc9c0\uc815\ud559 \ubcc0\uc218\uc5d0 \uae08\ub9ac\uc778\ud558 \uae30\ub300 \ud6c4\ud1f4, \ubcc0\ub3d9\uc131 \ud655\ub300 \uacbd\uacc4.<\/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-46555","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\/46555","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=46555"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46555\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46555"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46555"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46555"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}