EUR\/USD\ub294 \ubbf8\uad6d \ud1b5\ud654\uc815\ucc45(\uc911\uc559\uc740\ud589\uc774 \uae08\ub9ac\ub85c \ub3c8\uc758 \ud750\ub984\uc744 \uc870\uc808\ud558\ub294 \uc815\ucc45) \uae34\ucd95 \uae30\ub300(\uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131)\ub85c \ub2ec\ub7ec\uac00 \uac15\uc138\ub97c \ubcf4\uc774\uba74\uc11c \uc6d4\uc694\uc77c \uc544\uc2dc\uc544 \uc2dc\uac04\ub300 1.1620\uc120 \ubd80\uadfc\uc5d0\uc11c 6\uac70\ub798\uc77c \uc5f0\uc18d \ud558\ub77d\ud588\ub2e4. \uc5f0\uc900(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589) \uc778\uc0ac\ub4e4\uc740 \ubb3c\uac00 \uc5b5\uc81c\uac00 \ucd5c\uc6b0\uc120\uc774\ub77c\uace0 \ubc1d\ud614\uace0, \uc2dc\uc7a5\uc740 CME \ud398\ub4dc\uc6cc\uce58 \ub3c4\uad6c(\uc5f0\uc900 \uae08\ub9ac \uacbd\ub85c\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \ud655\ub960 \ucd94\uc815\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub97c \uae30\uc900\uc73c\ub85c 12\uc6d4 \uae08\ub9ac \uc778\uc0c1 \ud655\ub960(\uc120\ubb3c\uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc554\ubb35\uc801 \ud655\ub960\u2019)\uc744 1\uc8fc\uc77c \uc804 14%\uc5d0\uc11c \uac70\uc758 48%\ub85c \ub192\uc600\ub2e4.<\/p>\n
\ub2ec\ub7ec\ub294 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \uc18d \uc548\uc804\uc790\uc0b0(\uc704\uae30 \ub54c \uac00\uaca9\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc548\uc815\uc801\uc774\ub77c\uace0 \uc5ec\uaca8\uc9c0\ub294 \uc790\uc0b0) \uc218\uc694\ub85c\ub3c4 \uc9c0\uc9c0\ub97c \ubc1b\uc558\ub2e4. \ubbf8\uad6d\uacfc \uc774\ub780\uc740 \uc218\uc8fc\uac04\uc758 \uad50\uc804\uc744 \ub05d\ub0b4\uace0 \ud638\ub974\ubb34\uc988 \ud574\ud611(\uc911\ub3d9 \uc6d0\uc720 \uc218\uc1a1\uc758 \ud575\uc2ec \ud574\uc0c1\ub85c)\uc744 \uc7ac\uac1c\ud558\ub294 \ud569\uc758\uc5d0\uc11c \uc5ec\uc804\ud788 \uac70\ub9ac\uac00 \uba40\uc5c8\uc73c\uba70, \ub300\ub9cc \uad00\ub828 \uacbd\uace0\ub3c4 \uc704\ud5d8\ud68c\ud53c \uc2ec\ub9ac(\uc704\ud5d8\uc790\uc0b0\uc744 \ud53c\ud558\uace0 \ud604\uae08\u00b7\ub2ec\ub7ec \ub4f1\uc73c\ub85c \uc774\ub3d9\ud558\ub294 \ud750\ub984)\ub97c \ud0a4\uc6e0\ub2e4.<\/p>\n
\ub2e4\ub9cc EUR\/USD \ud558\ub77d\uc740 \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB)\uc758 \ub354 \ub9e4\ud30c\uc801(\ubb3c\uac00 \uc5b5\uc81c\ub97c \uc704\ud574 \uae08\ub9ac \uc778\uc0c1\uc5d0 \uc801\uadf9\uc801\uc778) \uae30\uc870 \uae30\ub300\uac00 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. \ub85c\uc774\ud130 \uc124\ubb38\uc5d0 \ub530\ub974\uba74, \uacbd\uc81c\ud559\uc790 85%\uac00 ECB\uac00 6\uc6d4 \uc608\uae08\uae08\ub9ac(\uc740\ud589\uc774 ECB\uc5d0 \ub9e1\uae30\ub294 \ub3c8\uc5d0 \uc801\uc6a9\ub418\ub294 \uae30\uc900\uae08\ub9ac)\ub97c 25bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b70.01%\ud3ec\uc778\ud2b8) \uc62c\ub824 2.25%\ub85c \uc778\uc0c1\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uc774\ub294 4\uc6d4 \ud68c\uc758 \uc804 \u2018\uc808\ubc18\uc744 \uc870\uae08 \ub118\ub294\u2019 \uc218\uc900\uc5d0\uc11c \ud06c\uac8c \ub298\uc5b4\ub09c \uc218\uce58\ub2e4.<\/p>\n
\uc720\ub85c\ub294 EU 20\uac1c\uad6d\uc774 \uc0ac\uc6a9\ud558\uba70, 2022\ub144 \uc804 \uc138\uacc4 \uc678\ud658\uac70\ub798(FX\u00b7\uc11c\ub85c \ub2e4\ub978 \ud1b5\ud654\ub97c \uc0ac\uace0\ud30c\ub294 \uac70\ub798)\uc758 31%\ub97c \ucc28\uc9c0\ud588\ub2e4. \ud558\ub8e8 \ud3c9\uade0 \uac70\ub798 \uaddc\ubaa8\ub294 2\uc8702,000\uc5b5\ub2ec\ub7ec\ub97c \uc6c3\ub3c8\ub2e4. EUR\/USD\ub294 \uc804\uccb4 \uc678\ud658\uac70\ub798\uc758 \uc57d 30%\ub97c \ucc28\uc9c0\ud558\uba70, EUR\/JPY(4%), EUR\/GBP(3%), EUR\/AUD(2%)\uac00 \ub4a4\ub97c \uc787\ub294\ub2e4.<\/p>\n
\uae08\ub9ac\uc815\ucc45 \ucc28\uc774(\ubbf8\uad6d\uacfc \uc720\ub85c\uc874 \uc911\uc559\uc740\ud589\uc758 \uae08\ub9ac \ubc29\ud5a5\uc774 \uc5c7\uac08\ub9ac\ub294 \ud604\uc0c1)\uc640 \uc704\ud5d8\ud68c\ud53c \ud750\ub984\uc774 \ub2ec\ub7ec \uac15\uc138\ub85c \uc774\uc5b4\uc9c0\uba74\uc11c EUR\/USD\ub294 \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\ub2e4. 1.1650 \uc544\ub798\uc5d0\uc11c\uc758 \ubd80\uc9c4\uc740 \ubd88\ud655\uc2e4\uc131\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc744 \uc2dc\uc7a5\uc774 \ubc18\uc601\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774 \uad6c\uac04\uc5d0\uc11c\ub294 \ud1b5\ud654\uc815\ucc45 \ubcc0\ud654\uc640 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c \uc804\uac1c\ub97c \uba74\ubc00\ud788 \ubcfc \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n
\ubbf8\uad6d\uc5d0\uc11c\ub294 2026\ub144 4\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7\uac00\uacc4\uac00 \uad6c\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \ubcc0\ub3d9) \uc0c1\uc2b9\ub960\uc774 2.9%\ub85c \ubc1c\ud45c\ub418\uba70, \uc5f0\ub9d0\uae4c\uc9c0 \uae08\ub9ac \uc778\uc0c1 \ud655\ub960\uc740 CME \ud398\ub4dc\uc6cc\uce58 \uae30\uc900 15%\ub85c \ub0ae\uc544\uc84c\ub2e4. \uc774\ub294 \uc774\uc804 \ub2ec\ub7ec \ub7a0\ub9ac\ub97c \uc9c0\ud0f1\ud588\ub358 \u2018\uc9c0\uc18d\uc801\uc778 \uae08\ub9ac \uc778\uc0c1 \uc6b0\ub824\u2019\uc640 \ube44\uad50\ud574 \uc2dc\uc7a5 \uae30\ub300\uac00 \ud06c\uac8c \ubcc0\ud654\ud588\uc74c\uc744 \ub73b\ud55c\ub2e4.<\/p>\n
\ubc18\uba74 \uc720\ub85c\uc874\uc740 \ubb3c\uac00\uac00 \ub354 \uc798 \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc720\ub85c\uc874 HICP(\uc870\ud654\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218\u00b7\uc720\ub7fd \uad6d\uac00 \uac04 \ube44\uad50\ub97c \uc704\ud574 \uae30\uc900\uc744 \ub9de\ucd98 \ubb3c\uac00 \uc9c0\ud45c) \ucd5c\uadfc \uc218\uce58\ub294 \uc804\ub144 \ub300\ube44 3.2% \uc0c1\uc2b9\uc744 \ub098\ud0c0\ub0c8\ub2e4. \uc774\ub7f0 \uac00\uaca9 \uc555\ub825\uc740 ECB\ub97c \ub9e4\ud30c\uc801 \uc704\uce58\uc5d0 \ub450\uba70, \uc720\ub85c \ubc29\uc5b4\ub97c \uc704\ud55c \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4. \uc989, \uc5f0\uc900\uc740 \uc778\uc0c1\uc774 \ub05d\ub0ac\uc744 \uc218 \uc788\uc9c0\ub9cc ECB\ub294 \uc544\ub2d0 \uc218 \uc788\ub2e4\ub294 \uc815\ucc45 \uad34\ub9ac\uac00 \ud575\uc2ec \ubcc0\uc218\ub2e4.<\/p>\n
\uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\ub294 \uc644\ud654 \uc870\uc9d0\uc774 \uc788\ub354\ub77c\ub3c4 \uc548\uc804\uc790\uc0b0\uc73c\ub85c\uc11c \ub2ec\ub7ec \uc120\ud638\ub97c \uc774\uc5b4\uac00\uac8c \ud55c\ub2e4. \ube0c\ub80c\ud2b8\uc720(\uc138\uacc4 \uc6d0\uc720 \uac00\uaca9\uc758 \ub300\ud45c \uc9c0\ud45c)\ub294 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec \uc548\ud30e\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub294\ub370, \uc774\ub294 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud574\uc0c1 \uc6b4\uc1a1 \ucc28\uc9c8 \uc6b0\ub824\uac00 \uc9c0\uc18d\ub428\uc744 \ubc18\uc601\ud55c\ub2e4. \ub192\uc740 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc740 \uc5d0\ub108\uc9c0 \uc218\uc785 \ube44\uc911\uc774 \ud070 \uc720\ub85c\uc874\uc5d0 \ub354 \ud070 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uace0, \uc0c1\ub300\uc801\uc73c\ub85c \uc5d0\ub108\uc9c0 \uc790\uae09\ub3c4\uac00 \ub192\uc740 \ubbf8\uad6d\uc5d0\ub294 \ubd80\ub2f4\uc774 \ub35c\ud558\ub2e4.<\/p>\n
\uc774\ucc98\ub7fc \ubcc0\uc218\uac00 \ub9ce\uc740 \ub9cc\ud07c \ud5a5\ud6c4 \uc218\uc8fc\uac04 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4) \ud655\ub300 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uacc4\uc57d) \ud22c\uc790\uc790\ub77c\uba74 \uac00\uaca9 \ubcc0\ub3d9\uc5d0\uc11c \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ub871 \uc2a4\ud2b8\ub798\ub4e4(long straddle\u00b7\uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\ub85c \ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud574 \ud070 \ubcc0\ub3d9\uc774 \ub098\uba74 \uc774\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\uc774 \uc788\ub2e4. EUR\/USD 3\uac1c\uc6d4 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc2dc\uc7a5 \uc608\uc0c1 \ubcc0\ub3d9\uc131\u2019)\uc740 \uc774\ubbf8 8.5%\ub85c \uc62c\ub77c, \uc2dc\uc7a5\uc774 \uc6c0\uc9c1\uc784\uc744 \ub300\ube44\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n
\ubc29\ud5a5\uc131 \uc804\ub9dd\uc774 \uc788\ub294 \ud22c\uc790\uc790\ub77c\uba74 EUR\/USD \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud574 \ucd94\uac00 \ud558\ub77d \uc704\ud5d8\uc744 \ubc29\uc5b4(\ud5e4\uc9c0\u00b7\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \uac70\ub798)\ud560 \uc218 \uc788\ub2e4. \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uac00 \uc7ac\ubd80\uac01\ub418\uac70\ub098 \uc5f0\uc900\uc774 \uc608\uc0c1 \ubc16\uc758 \ub9e4\ud30c \uc2e0\ud638\ub97c \uc8fc\uba74 \ud558\ubc29 \uc704\ud5d8\uc774 \ucee4\uc9c8 \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \ubc18\ub300\ub85c ECB\uac00 \uac15\ud558\uac8c \uc6c0\uc9c1\uc774\uace0 \uc5f0\uc900\uc774 \ub3d9\uacb0(\uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub0b4\ub9ac\uc9c0 \uc54a\uc74c)\uc744 \uc720\uc9c0\ud55c\ub2e4\uba74, \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc740 \uc720\ub85c \ubc18\ub4f1\uc5d0 \ub300\ube44\ud558\ub294 \uc808\uc81c\ub41c \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4. \ub3c5\uc77c\uacfc \ubbf8\uad6d\uc758 \ud575\uc2ec \uacbd\uc81c\uc9c0\ud45c(\uc131\uc7a5\u00b7\ubb3c\uac00\u00b7\uace0\uc6a9 \ub4f1)\ub97c \uc8fc\uc2dc\ud558\ub294 \uac83\uc774 \uac70\ub798 \uc2dc\uc810 \ud310\ub2e8\uc5d0 \uc911\uc694\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ub2ec\ub7ec \uac15\uc138\u00b7\uc704\ud5d8\ud68c\ud53c\uc5d0 EUR\/USD 6\uc77c\uc9f8 \ud558\ub77d, Fed \uc778\uc0c1\ud655\ub960 \uae09\ub4f1\uc774 \uc555\ubc15. \ub2e4\ub9cc \uc720\ub85c\uc874 \ubb3c\uac00\u00b7ECB 6\uc6d4 \uc778\uc0c1 \uae30\ub300\uac00 \ud558\ub2e8 \uc9c0\uc9c0. \uc9c0\uc815\ud559\u00b7\uc720\uac00 \ubcc0\uc218\uc5d0 \ubcc0\ub3d9\uc131 \ud655\ub300.<\/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-46897","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\/46897","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=46897"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46897\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46897"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46897"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46897"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}