{"id":46949,"date":"2026-05-18T20:48:06","date_gmt":"2026-05-18T20:48:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8-%ea%b5%ad%ec%b1%84-30%eb%85%84%eb%ac%bc-%ea%b8%88%eb%a6%ac-5-%ec%83%81%ed%9a%8c-%ec%9c%a0%ec%a7%80%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%b1%84%ea%b6%8c-%eb%a7%a4%eb%8f%84%ec%84%b8\/"},"modified":"2026-05-18T20:48:06","modified_gmt":"2026-05-18T20:48:06","slug":"%eb%af%b8-%ea%b5%ad%ec%b1%84-30%eb%85%84%eb%ac%bc-%ea%b8%88%eb%a6%ac-5-%ec%83%81%ed%9a%8c-%ec%9c%a0%ec%a7%80%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%b1%84%ea%b6%8c-%eb%a7%a4%eb%8f%84%ec%84%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8-%ea%b5%ad%ec%b1%84-30%eb%85%84%eb%ac%bc-%ea%b8%88%eb%a6%ac-5-%ec%83%81%ed%9a%8c-%ec%9c%a0%ec%a7%80%ea%b8%80%eb%a1%9c%eb%b2%8c-%ec%b1%84%ea%b6%8c-%eb%a7%a4%eb%8f%84%ec%84%b8\/","title":{"rendered":"\ubbf8 \uad6d\ucc44 30\ub144\ubb3c \uae08\ub9ac 5% \uc0c1\ud68c \uc720\uc9c0\u2026\uae00\ub85c\ubc8c \ucc44\uad8c \ub9e4\ub3c4\uc138 \uc2ec\ud654\uc5d0 \uc5f0\uc900 \uae34\ucd95 \ubca0\ud305 \uac15\ud654"},"content":{"rendered":"

\ubbf8\uad6d \uad6d\ucc44 \uae08\ub9ac\ub294 \uae00\ub85c\ubc8c \ucc44\uad8c \ub9e4\ub3c4\uc138\uac00 \ub098\ud0c0\ub09c \uae08\uc694\uc77c\uc5d0 \uc720\uac00 \uc0c1\uc2b9\uacfc \ud568\uaed8 \u2018\ubca0\uc5b4 \uc2a4\ud2f0\ud504\ub2dd(\uae08\ub9ac\uac00 \uc804\ubc18\uc801\uc73c\ub85c \uc624\ub974\ub418 \uc7a5\uae30\ubb3c \uae08\ub9ac\uac00 \ub354 \ud06c\uac8c \uc0c1\uc2b9\ud574 \uc218\uc775\ub960 \uace1\uc120\uc774 \uac00\ud314\ub77c\uc9c0\ub294 \ud604\uc0c1)\u2019 \ud750\ub984\uc73c\ub85c \uc0c1\uc2b9\ud588\ub2e4. 30\ub144\ubb3c \uae08\ub9ac\ub294 4\uac70\ub798\uc77c \uc5f0\uc18d 5% \uc704\ub97c \uc720\uc9c0\ud588\ub294\ub370, \uc774\ub294 2007\ub144 7\uc6d4 \uc774\ud6c4 \ucc98\uc74c\uc774\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc740 2026\ub144 7\uc6d4\ubd80\ud130 2027\ub144 6\uc6d4 \uc0ac\uc774 \uae30\uc900\uae08\ub9ac\uac00 \ucd1d 32bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, 0.01%\ud3ec\uc778\ud2b8) \ucd94\uac00\ub85c \uc624\ub97c \uac83\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \ud574\ub2f9 \uae30\uac04\uc5d0 \uc5f0\uc900(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc774 \u2018\ucd94\uac00 1\ud68c \uc774\uc0c1\u2019 \uae08\ub9ac \uc778\uc0c1\uc744 \ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uad00\uc2ec\uc740 \ud604\uc7ac \uae08\ub9ac \uc218\uc900\uc5d0\uc11c \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub420\uc9c0\ub85c \uc62e\uaca8\uac00\uace0 \uc788\ub2e4.<\/p>\n

Key Catalysts Ahead<\/h3>\n

\uc7a5\uae30\ubb3c \uae09\ub77d \uc774\ud6c4 \uc218\uc694\uc77c \uc608\uc815\ub41c \ubbf8\uad6d \uc7ac\ubb34\ubd80 20\ub144\ubb3c \uad6d\ucc44 \uc785\ucc30(\uc815\ubd80\uac00 \uad6d\ucc44\ub97c \uc0c8\ub85c \ubc1c\ud589\ud574 \ud22c\uc790\uc790\uc5d0\uac8c \ud30c\ub294 \uc808\ucc28)\uc774 \uc8fc\ubaa9\ubc1b\uc744 \uc804\ub9dd\uc774\ub2e4. \uc6d4\uc694\uc77c\uc5d0\ub294 TIC \uc790\uae08\ud750\ub984(\ubbf8 \uc7ac\ubb34\ubd80\uc758 \uad6d\uc81c\uc790\ubcf8 \ud750\ub984 \ud1b5\uacc4\ub85c, \ud574\uc678 \ud22c\uc790\uc790\uc758 \ubbf8 \uc790\uc0b0 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ub3d9\ud5a5\uc744 \ubcf4\uc5ec\uc90c)\uc774 \ubc1c\ud45c\ub418\uba70, 3\uc6d4 \ud574\uc678 \uc218\uc694\ub97c \uac00\ub2a0\ud558\ub294 \ub370 \ud65c\uc6a9\ub420 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n

\uacbd\uc81c\uc9c0\ud45c \uc77c\uc815\uc740 \ube44\uad50\uc801 \ud55c\uc0b0\ud55c \uac00\uc6b4\ub370, \uc218\uc694\uc77c \uacf5\uac1c\ub418\ub294 \uc5f0\uc900 \uc758\uc0ac\ub85d(\uc815\ucc45\ud68c\uc758\uc5d0\uc11c \ub17c\uc758\ub41c \ub0b4\uc6a9\uc758 \uae30\ub85d)\uc774 \ucd5c\ub300 \uc774\ubca4\ud2b8\ub85c \uaf3d\ud78c\ub2e4. \uc774\ubc88 \uc758\uc0ac\ub85d\uc740 \uc131\uba85 \ubb38\uad6c\ub97c \ub450\uace0 \ub9e4\ud30c\uc801(\uae08\ub9ac \uc778\uc0c1\uc5d0 \ub354 \uc801\uadf9\uc801\uc778) \uc18c\uc218\uc758\uacac 3\uac74\uc774 \ub098\uc628 \ud68c\uc758\ub97c \ub4a4\ub530\ub978\ub2e4.<\/p>\n

\uc758\uc0ac\ub85d \uc678\uc5d0\ub3c4 \uc6d4\ub7ec, \ud3f4\uc2a8, \ubc14(\uc5f0\uc900 \uc778\uc0ac) \ub4f1\uc758 \ubc1c\uc5b8\uc774 \uc608\uc815\ub3fc \uc788\ub2e4.<\/p>\n

\ucd5c\uadfc \uc7a5\uae30 \uad6d\ucc44\uac00 \ud06c\uac8c \ud314\ub9ac\uba70 30\ub144\ubb3c \uae08\ub9ac\uac00 5%\ub97c \uc0c1\ud68c\ud588\ub294\ub370, \uc774\ub294 2007\ub144 \uc774\ud6c4 \ubcf4\uae30 \uc5b4\ub824\uc6e0\ub358 \uc218\uc900\uc774\ub2e4. \ucc28\uc785 \ube44\uc6a9(\uc2dc\uc7a5 \uae08\ub9ac \uc0c1\uc2b9\uc73c\ub85c \uc790\uae08 \uc870\ub2ec\uc5d0 \ub4dc\ub294 \uc774\uc790 \ubd80\ub2f4)\uc774 \uae09\uaca9\ud788 \ub6f0\uba74\uc11c \uc2dc\uc7a5 \ubd88\uc548\uc774 \ucee4\uc84c\uace0, \ubcc0\ub3d9\uc131\uc774 \ud655\ub300\ub418\ub294 \uad6d\uba74\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uacc4\uc57d) \ud22c\uc790\uc790\ub294 \ucc44\uad8c\uacfc \uc8fc\uc2dd \ubaa8\ub450\uc5d0\uc11c \uac00\uaca9 \ubcc0\ub3d9 \ud3ed\uc774 \ucee4\uc9c8 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n

Implications For Rates And Risk<\/h3>\n

\ub192\uc740 \uae08\ub9ac\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \ubc30\uacbd\uc5d0\ub294 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9)\uc774 \uc788\ub2e4. 4\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI, \uc18c\ube44\uc790\uac00 \uad6c\ub9e4\ud558\ub294 \ub300\ud45c \ud488\ubaa9\uc758 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\ub294 \uc804\ub144 \ub300\ube44 3.7% \uc0c1\uc2b9\uc73c\ub85c \ub454\ud654\uac00 \ub354\ub3a0\ub2e4. \uc774\ub294 2025\ub144 \ub9d0 \uc5f0\uc900\uc758 \uae08\ub9ac \uc778\ud558\uac00 \uc2dc\uc791\ub420 \uac83\uc774\ub77c\ub294 \uae30\ub300\uc640\ub294 \ub2ec\ub9ac, \uc2dc\uc7a5\uc774 \ub0b4\ub144 6\uc6d4 \uc774\uc804 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \ucd5c\uc18c 1\ud68c \uc774\uc0c1 \ubc18\uc601\ud558\uac8c \ub9cc\ub4e4\uc5c8\ub2e4.<\/p>\n

\ucc44\uad8c\uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc9c0\ud45c\uc778 MOVE \uc9c0\uc218(\ubbf8 \uad6d\ucc44 \uae08\ub9ac \ubcc0\ub3d9\uc131\uc744 \ub098\ud0c0\ub0b4\ub294 \ub300\ud45c \uc9c0\ud45c)\ub294 2025\ub144 \ucd08 \uc9c0\uc5ed\uc740\ud589 \ubd88\uc548 \ub54c \uc218\uc900\uae4c\uc9c0 \uae09\ub4f1\ud588\ub2e4. \uc774\ub294 \ubd88\ud655\uc2e4\uc131 \ud655\ub300\uc5d0 \ub530\ub978 \uc804\ub7b5(\uc608: \uc8fc\uc694 \ucc44\uad8c ETF\uc758 \uc635\uc158 \ub9e4\uc218)\uc744 \uace0\ub824\ud560 \uc5ec\uc9c0\uac00 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc635\uc158\uc740 \ud2b9\uc815 \uc2dc\uc810\uae4c\uc9c0 \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\ub2e4. \uc218\uc694\uc77c 20\ub144\ubb3c \uc785\ucc30\uc740 \ub192\uc544\uc9c4 \uae08\ub9ac \uc218\uc900\uc5d0\uc11c \ud22c\uc790 \uc218\uc694\uac00 \uc720\uc9c0\ub418\ub294\uc9c0 \uc2dc\ud5d8\ub300\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\uc774\ub7f0 \ud658\uacbd\uc740 \ubbf8\uad6d \ub2ec\ub7ec\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud55c\ub2e4. \uae08\ub9ac \uc0c1\uc2b9\uc740 \ud574\uc678 \uc790\uae08 \uc720\uc785\uc744 \ub04c\uc5b4\ub4e4\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \ud2b9\ud788 \uc77c\ubcf8\ucc98\ub7fc \ud1b5\ud654\uc815\ucc45\uc774 \ube44\ub458\uae30\ud30c\uc801(\uae08\ub9ac \uc778\uc0c1\uc5d0 \uc2e0\uc911\ud55c) \uc911\uc559\uc740\ud589\uc744 \ub454 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ub2ec\ub7ec\/\uc5d4 \ub871(\ub2ec\ub7ec \uac15\uc138\uc5d0 \ubca0\ud305) \uac19\uc740 \ud30c\uc0dd \ud3ec\uc9c0\uc158\uc774 \ud5a5\ud6c4 \uc218\uc8fc\uac04 \uc720\ud6a8\ud55c \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\uc11c\ub294 \ub192\uc740 \uae08\ub9ac\uac00 \uc9c0\uc18d\ub420 \uacbd\uc6b0 \uae30\uc220\uc8fc\uc640 \uc131\uc7a5\uc8fc\uc5d0 \ubd88\ub9ac\ud558\ub2e4. \uc774\ub4e4 \uc885\ubaa9\uc740 \uba3c \ubbf8\ub798\uc758 \uc774\uc775 \uc804\ub9dd\uc5d0 \ub300\ud55c \uac00\uce58\ud3c9\uac00 \ube44\uc911\uc774 \ucee4, \ud560\uc778\uc728(\ubbf8\ub798 \ud604\uae08\ud750\ub984\uc744 \ud604\uc7ac \uac00\uce58\ub85c \ubc14\uafb8\ub294 \ub370 \uc4f0\ub294 \uae08\ub9ac) \uc0c1\uc2b9\uc5d0 \ucde8\uc57d\ud558\ub2e4. \ud22c\uc790\uc790\ub294 \uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 \uc9c0\uc218\uc5d0 \ud48b\uc635\uc158(\uac00\uaca9 \ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158)\uc744 \ub9e4\uc218\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubc29\uc5b4\ud558\ub294 \ubc29\uc548\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc774\ubc88 \uc8fc \uc5f0\uc900 \uc758\uc0ac\ub85d\uc740 \ub9e4\ud30c\uc801 \ub0b4\ubd80 \ub17c\uc7c1\uc774 \ud655\uc778\ub420\uc9c0 \uc5ec\ubd80\uac00 \uad00\uac74\uc774\uba70, \uae08\ub9ac\uc5d0 \ubbfc\uac10\ud55c \uc885\ubaa9\uc5d0 \ucd94\uac00 \ud558\ub77d \uc555\ub825\uc744 \uc904 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

30\ub144\ubb3c 5% \u201c\uace0\ucc29\u201d\uc5d0 \ubca0\uc5b4 \uc2a4\ud2f0\ud504\ub2dd\u2026\uc5f0\uc900 \ucd94\uac00 \uc778\uc0c1 \uae30\ub300 32bp \ubc18\uc601. \uc774\ubc88 \uc8fc 20\ub144\ubb3c \uc785\ucc30\u00b7TIC\u00b7FOMC \uc758\uc0ac\ub85d\uc774 \uc218\uc694\u00b7\ub9e4\ud30c \uc2e0\ud638 \uac00\ub2a0, \ubcc0\ub3d9\uc131 \ud655\ub300 \uc8fc\ubaa9.<\/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-46949","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\/46949","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=46949"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46949\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}