{"id":47017,"date":"2026-05-19T12:55:55","date_gmt":"2026-05-19T12:55:55","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%bc%eb%b3%b8-1%eb%b6%84%ea%b8%b0-%ec%84%b1%ec%9e%a5%eb%a5%a0-%ec%98%88%ec%83%81-%ec%83%81%ed%9a%8cboj-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%ea%b8%b0%eb%8c%80-%eb%86%92%ec%95%84\/"},"modified":"2026-05-19T12:55:55","modified_gmt":"2026-05-19T12:55:55","slug":"%ec%9d%bc%eb%b3%b8-1%eb%b6%84%ea%b8%b0-%ec%84%b1%ec%9e%a5%eb%a5%a0-%ec%98%88%ec%83%81-%ec%83%81%ed%9a%8cboj-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%ea%b8%b0%eb%8c%80-%eb%86%92%ec%95%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%bc%eb%b3%b8-1%eb%b6%84%ea%b8%b0-%ec%84%b1%ec%9e%a5%eb%a5%a0-%ec%98%88%ec%83%81-%ec%83%81%ed%9a%8cboj-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%ea%b8%b0%eb%8c%80-%eb%86%92%ec%95%84\/","title":{"rendered":"\uc77c\ubcf8 1\ubd84\uae30 \uc131\uc7a5\ub960, \uc608\uc0c1 \uc0c1\ud68c\u2026BOJ \uae08\ub9ac\uc778\uc0c1 \uae30\ub300 \ub192\uc544\uc9c0\uc9c0\ub9cc \ub2ec\ub7ec \uac15\uc138\uc5d0 \uc5d4\ud654 \uc57d\uc138"},"content":{"rendered":"<p>\uc77c\ubcf8 \uacbd\uc81c\ub294 2026\ub144 1\ubd84\uae30(Q1) \uc5f0\uc728 \uae30\uc900 2.1% \uc131\uc7a5\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58(1.7%)\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc18c\ube44\uc640 \uc218\ucd9c\uc774 \ub354 \uac15\ud574\uc9c4 \ub355\ubd84\uc774\ub2e4. \uc774\uc5d0 \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1 \uae30\ub300\uac00 \ucee4\uc84c\ub2e4.  <\/p>\n<p>\ub2e4\ub9cc \uc911\ub3d9 \uc9c0\uc5ed\uc758 \ubd84\uc7c1\uc774 \uacc4\uc18d\ub418\uba74\uc11c \uc804\ub9dd\uc740 \ubd88\ud655\uc2e4\ud558\ub2e4. \uc131\uc7a5 \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc88b\uc558\uc9c0\ub9cc, \ubc1c\ud45c \uc774\ud6c4 \uc5d4\ud654\ub294 \ub2ec\ub7ec \ub300\ube44 \uc18c\ud3ed \uc57d\uc138\ub97c \ubcf4\uc600\ub2e4.  <\/p>\n<h3>\uc2dc\uc7a5 \uac00\uaca9 \ubc18\uc601\uacfc \uae08\ub9ac \uc804\ub9dd<\/h3>\n<p>\ud558\ub8e8\uc9dc\ub9ac(\ub2e8\uae30) BOJ \uc2a4\uc651\uc740 6\uc6d4 \uae08\ub9ac \uc778\uc0c1 \ud655\ub960\uc744 77%\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc2a4\uc651\uc740 \ubbf8\ub9ac \uc815\ud55c \uc870\uac74\uc5d0 \ub530\ub77c \uc774\uc790\uc728\uc744 \uc11c\ub85c \ubc14\uafb8\ub294 \uacc4\uc57d\uc73c\ub85c, \uc2dc\uc7a5\uc774 \uc815\ucc45\uae08\ub9ac\ub97c \uc5b4\ub5bb\uac8c \uc608\uc0c1\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c\ub85c \uc790\uc8fc \uc4f0\uc778\ub2e4. \uc77c\ubcf8 10\ub144 \ub9cc\uae30 \uad6d\ucc44(\uc77c\ubcf8\uad6d\ucc44\u00b7JGB) \uae08\ub9ac\ub294 4.5bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8\u00b70.01%\ud3ec\uc778\ud2b8) \uc0c1\uc2b9\ud55c 2.76%\ub85c, \uc218\uc2ed \ub144 \ub9cc\uc758 \ucd5c\uace0\uce58\ub97c \uc0c8\ub85c \uc37c\ub2e4.<\/p>\n<p>1\ubd84\uae30 \uc131\uc7a5\ub960 2.1%\ub77c\ub294 \ud638\uc870\uc5d0\ub3c4 \uc5d4\ud654\uac00 \uc57d\ud55c \ubaa8\uc2b5\uc740 \uc5b4\uc0c9\ud574 \ubcf4\uc77c \uc218 \uc788\ub2e4. \uadf8\ub7ec\ub098 \ud604\uc7ac \uc2dc\uc7a5\uc744 \uac00\uc7a5 \ud06c\uac8c \uc6c0\uc9c1\uc774\ub294 \ud798\uc740 \uc704\ud5d8\ud68c\ud53c\ub85c \uc778\ud55c \ub2ec\ub7ec \uac15\uc138\ub2e4. \uc704\ud5d8\ud68c\ud53c\ub294 \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c8 \ub54c \ud22c\uc790\uc790\ub4e4\uc774 \uc548\uc804\uc790\uc0b0\uc73c\ub85c \uc790\uae08\uc744 \uc62e\uae30\ub294 \ud750\ub984\uc744 \ub73b\ud55c\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \uc77c\ubcf8\uc758 \uae0d\uc815\uc801 \uc9c0\ud45c\uac00 \ub098\uc640\ub3c4 \ub2e8\uae30\uc801\uc73c\ub85c \uc5d4\ud654 \uc57d\uc138 \ud750\ub984\uc5d0 \ub9de\uc11c\ub294 \uac83\uc740 \ucd94\uc138\uc5d0 \uc5ed\ud589\ud558\ub294 \uc120\ud0dd\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc911\ub3d9\uc758 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc740 \uc790\uae08\uc744 \ub300\ud45c\uc801 \uc548\uc804\uc790\uc0b0\uc778 \ub2ec\ub7ec\ub85c \ubab0\ub9ac\uac8c \ud558\uace0 \uc788\ub2e4. \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY\u00b7\ub2ec\ub7ec\uac00 \uc8fc\uc694 6\uac1c \ud1b5\ud654 \ub300\ube44 \uc5bc\ub9c8\ub098 \uac15\ud55c\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\uc218)\ub294 2\ub144 \ucd5c\uace0\uce58\uc778 108.5\uae4c\uc9c0 \uc62c\ub790\ub2e4. \ube0c\ub80c\ud2b8\uc720\ub294 \ucd5c\uadfc \ud55c \ub2ec \ub3d9\uc548 12% \uae09\ub4f1\ud574 \ubc30\ub7f4\ub2f9 105\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uba70, \uc2dc\uc7a5\uc774 \ubc29\uc5b4\uc801\uc73c\ub85c \uc6c0\uc9c1\uc774\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774 \uac19\uc740 \uc0c1\ud669\uc5d0\uc11c\ub294 \uc5d4\ud654\uc758 \uc804\ud1b5\uc801\uc778 \uc548\uc804\uc790\uc0b0 \uc131\uaca9\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ubb3b\ud788\uace0 \uc788\ub2e4.<\/p>\n<p>10\ub144\ubb3c JGB \uae08\ub9ac\uac00 2.76%\ub85c \uc624\ub978 \uac83\uc740 \uc2dc\uc7a5\uc774 BOJ\uc758 \uae34\ucd95(\uae08\ub9ac \uc778\uc0c1, \uc720\ub3d9\uc131 \ucd95\uc18c)\uc744 \uc9c4\uc9c0\ud558\uac8c \ubc18\uc601\ud558\uace0 \uc788\uc74c\uc744 \ud655\uc778\uc2dc\ud0a8\ub2e4. 2025\ub144\uc5d0\ub3c4 \ub9c8\uc774\ub108\uc2a4 \uae08\ub9ac\uc5d0\uc11c \ubc97\uc5b4\ub098\ub294 \ucd08\uae30 \uad6d\uba74\uc5d0\uc11c \uad6d\ub0b4 \uae08\uc735\uc2dc\uc7a5\uc774 \ud754\ub4e4\ub9b0 \ubc14 \uc788\ub2e4. \ucc28\uc785 \ube44\uc6a9 \uc0c1\uc2b9\uc774 \uc77c\ubcf8 \uc8fc\uc2dd\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574, \ub2db\ucf00\uc774225 \uc9c0\uc218 \ud30c\uc0dd\uc0c1\ud488(\uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc744 \ub530\ub77c \uac00\uce58\uac00 \ubcc0\ud558\ub294 \uacc4\uc57d)\uc778 \ud48b\uc635\uc158\uc744 \ud65c\uc6a9\ud55c \ud5e4\uc9c0(\uc190\uc2e4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uac70\ub798)\ub97c \uace0\ub824\ud560 \ub9cc\ud558\ub2e4. \ud48b\uc635\uc158\uc740 \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\ub85c, \uc8fc\uac00\uac00 \ub5a8\uc5b4\uc9c8 \ub54c \uc190\uc2e4\uc744 \uc644\ud654\ud558\ub294 \ub370 \uc4f0\uc778\ub2e4.<\/p>\n<h3>6\uc6d4 \ud68c\uc758 \ubcc0\ub3d9\uc131 \ub300\uc751<\/h3>\n<p>\uc2a4\uc651\uc2dc\uc7a5\uc774 6\uc6d4 \uc778\uc0c1 \ud655\ub960\uc744 77%\ub85c \ubc18\uc601\ud558\ub294 \ub9cc\ud07c \u2018\uc778\uc0c1\u2019 \uc790\uccb4\uc758 surprise(\uc608\uc0c1 \ubc16 \uc694\uc18c)\ub294 \ud06c\uc9c0 \uc54a\ub2e4. \ub2e4\ub9cc \uc608\uc0c1\uacfc \ub2e4\ub978 \uacb0\uacfc\uac00 \ub098\uc624\uba74 \uc2dc\uc7a5 \ubc18\uc751\uc740 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc774\ub7f4 \ub54c\ub294 \ubc29\ud5a5\uc131(\uc624\ub97c\uc9c0, \ub0b4\ub9b4\uc9c0)\ubcf4\ub2e4 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc6c0\uc9c1\uc774\ub294 \uc815\ub3c4) \uc790\uccb4\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4. 6\uc6d4 \ud68c\uc758 \uc774\ud6c4 \ub9cc\uae30\uc778 \ub2ec\ub7ec\/\uc5d4(USD\/JPY) \uc635\uc158\uc5d0\uc11c \uc2a4\ud2b8\ub798\ub4e4(straddle) \ub610\ub294 \uc2a4\ud2b8\ub7ad\uae00(strangle)\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4. \uc2a4\ud2b8\ub798\ub4e4\uc740 \uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uaca9\uc758 \ucf5c\uc635\uc158(\uc0b4 \uad8c\ub9ac)\uacfc \ud48b\uc635\uc158(\ud314 \uad8c\ub9ac)\uc744 \ud568\uaed8 \uc0ac\uc11c \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \uc2a4\ud2b8\ub7ad\uae00\uc740 \ud589\uc0ac\uac00\uaca9\uc744 \uc11c\ub85c \ub2e4\ub974\uac8c \ud55c \ucf5c\uacfc \ud48b\uc744 \ud568\uaed8 \uc0ac\ub294 \ubc29\uc2dd\uc73c\ub85c, \ub354 \ud070 \uc6c0\uc9c1\uc784\uc744 \uc804\uc81c\ub85c \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \ub370 \uc4f0\uc778\ub2e4. BOJ\uac00 \ub9e4\ud30c\uc801(\uae08\ub9ac \uc778\uc0c1\uc5d0 \uc801\uadf9\uc801\uc778)\uc73c\ub85c \ub098\uc624\uac70\ub098, \ube44\ub458\uae30\ud30c\uc801(\uc644\ud654\uc801)\uc73c\ub85c \uc2e4\ub9dd\uc744 \uc8fc\ub354\ub77c\ub3c4 \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ub098\uc624\uba74 \uc218\uc775 \uae30\ud68c\uac00 \uc0dd\uae38 \uc218 \uc788\ub2e4.<\/p>\n<p>\ubbf8\uad6d\uacfc \uc77c\ubcf8\uc758 \uae08\ub9ac \uaca9\ucc28\ub294 \uc5ec\uc804\ud788 \ud06c\ub2e4. \uc774\ub85c \uc778\ud574 \ud55c\ub54c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\ub358 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc(\uae08\ub9ac\uac00 \ub0ae\uc740 \ud1b5\ud654\ub85c \ube4c\ub824 \uae08\ub9ac\uac00 \ub192\uc740 \ud1b5\ud654 \uc790\uc0b0\uc5d0 \ud22c\uc790\ud558\ub294 \uac70\ub798)\uac00 \ub2e4\uc2dc \ud798\uc744 \uc5bb\uace0 \uc788\ub2e4. \uc5f0\uc900(Fed) \uae08\ub9ac\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\ub294 \ud55c, \ud22c\uc790\uc790\ub4e4\uc740 \ub0ae\uc740 \uae08\ub9ac\uc758 \uc5d4\ud654\ub85c \uc790\uae08\uc744 \uc870\ub2ec\ud574 \ub192\uc740 \uae08\ub9ac\uc758 \ub2ec\ub7ec \uc790\uc0b0\uc5d0 \ud22c\uc790\ud558\ub824\ub294 \ud750\ub984\uc744 \uc774\uc5b4\uac08 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\ub7f0 \uc790\uae08 \ud750\ub984\uc740 BOJ\uc758 \ub2e4\uc74c \uacb0\uc815\uacfc \ubb34\uad00\ud558\uac8c \uc5d4\ud654 \uc57d\uc138\ub97c \uc9c0\uc18d\uc2dc\ud0a4\ub294 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc77c\ubcf8 Q1 \uc131\uc7a5\ub960 2.1% \u2018\uae5c\uc9dd\u2019\u2026\uc18c\ube44\u00b7\uc218\ucd9c \ud638\uc870\uc5d0 BOJ 6\uc6d4 \uc778\uc0c1 \ud655\ub960 77%. 10\ub144\ubb3c JGB 2.76% \ucd5c\uace0. \ub2e4\ub9cc \uc911\ub3d9 \ub9ac\uc2a4\ud06c\u00b7\ub2ec\ub7ec \uac15\uc138\ub85c \uc5d4\ud654\ub294 \uc57d\uc138.<\/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-47017","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\/47017","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=47017"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47017\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47017"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47017"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47017"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}