{"id":47546,"date":"2026-05-27T21:55:29","date_gmt":"2026-05-27T21:55:29","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9a%b0%ec%97%90%eb%8b%a4-%ec%9c%a0%ea%b0%80-%ec%b6%a9%ea%b2%a9-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ea%b3%a0%ec%b0%a9%ed%99%94-%ec%9a%b0%eb%a0%a4%ec%97%94\/"},"modified":"2026-05-27T21:55:29","modified_gmt":"2026-05-27T21:55:29","slug":"%ec%9a%b0%ec%97%90%eb%8b%a4-%ec%9c%a0%ea%b0%80-%ec%b6%a9%ea%b2%a9-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ea%b3%a0%ec%b0%a9%ed%99%94-%ec%9a%b0%eb%a0%a4%ec%97%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9a%b0%ec%97%90%eb%8b%a4-%ec%9c%a0%ea%b0%80-%ec%b6%a9%ea%b2%a9-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-%ea%b3%a0%ec%b0%a9%ed%99%94-%ec%9a%b0%eb%a0%a4%ec%97%94\/","title":{"rendered":"\uc6b0\uc5d0\ub2e4 \u201c\uc720\uac00 \ucda9\uaca9, \uc778\ud50c\ub808\uc774\uc158 \uace0\ucc29\ud654 \uc6b0\ub824\u201d\u2026\uc5d4\ud654 \uc57d\uc138\uc5d0 \u65e5\u9280 \ucd94\uac00 \ub300\uc751 \uac00\ub2a5\uc131 \ucee4\uc838"},"content":{"rendered":"<p>\uc6b0\uc5d0\ub2e4 \uac00\uc988\uc624 \uc77c\ubcf8\uc740\ud589(BOJ) \ucd1d\uc7ac\ub294 \uc720\uac00 \uae09\ub4f1\uc744 \u2018\ub2e8\ubc1c\uc131 \ubcc0\uc218\u2019\uac00 \uc544\ub2c8\ub77c \uc77c\ubcf8\uc758 \ubb3c\uac00 \uccb4\uc81c\uac00 \uc2dc\ud5d8\ub300\uc5d0 \uc624\ub974\ub294 \ubcf5\ud569\uc801 \ucda9\uaca9\uc73c\ub85c \uaddc\uc815\ud588\ub2e4. \uc784\uae08 \uc0c1\uc2b9\ub960, \uae30\ub300\uc778\ud50c\ub808\uc774\uc158(\uac00\uacc4\u00b7\uae30\uc5c5\uc774 \uc55e\uc73c\ub85c \ubb3c\uac00\uac00 \uc624\ub97c \uac83\uc774\ub77c\uace0 \ubcf4\ub294 \uc815\ub3c4), \ud658\uc728, \uc0b0\uc5c5 \uad6c\uc870 \ub4f1 \ucd9c\ubc1c\uc810\uc5d0 \ub530\ub77c \ud30c\uae09 \ud6a8\uacfc\uac00 \ub2ec\ub77c\uc9c4\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. \uc6b0\uc5d0\ub2e4 \ucd1d\uc7ac\ub294 \uc77c\ubcf8\uc774 \ub2e4\uc12f \ubc88\uc9f8 \u2018\uc624\uc77c \uc1fc\ud06c\u2019\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \ucd5c\uadfc\uc5d0\ub294 \uc5d4\ud654 \uc57d\uc138(\uc5d4 \uac00\uce58 \ud558\ub77d)\uc640 \uc5d0\ub108\uc9c0\u00b7\uc2dd\ud488\u00b7\ubb3c\ub958 \uc804\ubc18\uc758 \ube44\uc6a9 \uc0c1\uc2b9\uc774 \uacb9\uce58\uba70 \ucda9\uaca9\uc774 \ucee4\uc84c\ub2e4\uace0 \ud588\ub2e4.<\/p>\n<p>\ub610\ud55c \uc77c\uc2dc\uc801 \ucda9\uaca9\ub3c4 \uc784\uae08, \uae30\ub300\uc778\ud50c\ub808\uc774\uc158, \uac00\uaca9 \uacb0\uc815 \ud589\ud0dc(\uae30\uc5c5\uc774 \uac00\uaca9\uc744 \uc62c\ub9ac\ub294 \ubc29\uc2dd)\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uba74 \uc7a5\uae30\ud654\ub420 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \uc774\ub294 \ud1b5\ud654\uc815\ucc45(\uae30\uc900\uae08\ub9ac \ub4f1\uc73c\ub85c \ubb3c\uac00\uc640 \uacbd\uae30\ub97c \uc870\uc808\ud558\ub294 \uc815\ucc45) \uacbd\uacc4\ub97c \uc774\uc5b4\uac00\uaca0\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc774 \uc18c\ud3ed \ud558\ub77d\ud588\uace0, \uc77c\ubcf8\uad6d\ucc44(JGB) \uae08\ub9ac\ub294 \uc18c\ud3ed \ub0ae\uc544\uc84c\ub2e4.<\/p>\n<h3>Rising Inflation Risks and Policy Vigilance<\/h3>\n<p>\uc77c\ubcf8\uc740\ud589\uc758 \ucd5c\uadfc \ubc1c\uc5b8\uc740 \uc5d4\ud654 \uc57d\uc138\uc5d0 \ub300\ud55c \u2018\uc6a9\uc778 \ud55c\uacc4\u2019\uac00 \ub0ae\uc544\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc6b0\uc5d0\ub2e4 \ucd1d\uc7ac\ub294 \uc774\ubc88 \uc720\uac00 \ucda9\uaca9\uc744 \uc77c\ubcf8\uc758 \uc778\ud50c\ub808\uc774\uc158(\ubb3c\uac00 \uc0c1\uc2b9) \uad00\ub9ac \ub2a5\ub825\uc744 \uac00\ub2a0\ud558\ub294 \ubcf5\ud569\uc801 \uc2dc\ud5d8\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \uc5d0\ub108\uc9c0 \uac00\uaca9\ub9cc\uc758 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c \uacbd\uc81c \uc804\ubc18\uc5d0 \ubbf8\uce58\ub294 \ud30c\uae09\uc744 \uacbd\uacc4\ud558\ub294 \uac83\uc774\ub2e4.<\/p>\n<p>\ud575\uc2ec \uc704\ud5d8\uc740 \uc77c\uc2dc\uc801 \ube44\uc6a9 \uc0c1\uc2b9\uc774 \uc784\uae08\uacfc \uae30\ub300\uc778\ud50c\ub808\uc774\uc158\uc744 \uc790\uadf9\ud574 \uad6c\uc870\ud654\ub420 \uc218 \uc788\ub2e4\ub294 \uc810\uc774\ub2e4. \uc77c\ubcf8\uc758 2026\ub144 4\uc6d4 \uadfc\uc6d0 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(core CPI\u00b7\uc5d0\ub108\uc9c0\u00b7\uc2e0\uc120\uc2dd\ud488 \ub4f1 \ubcc0\ub3d9\uc774 \ud070 \ud488\ubaa9\uc744 \uc81c\uc678\ud574 \uae30\uc870 \ubb3c\uac00\ub97c \ubcf4\ub294 \uc9c0\ud45c)\ub294 2.8%\ub85c, \uc77c\ubcf8\uc740\ud589 \ubaa9\ud45c\uce58 2%\ub97c 25\uac1c\uc6d4 \uc5f0\uc18d \uc0c1\ud68c\ud588\ub2e4. \uc5ec\uae30\uc5d0 \ube0c\ub80c\ud2b8\uc720(\uad6d\uc81c \uc720\uac00 \uc9c0\ud45c)\uac00 \ubc30\ub7f4\ub2f9 95\ub2ec\ub7ec \uc548\ud30e\uc5d0\uc11c \uc720\uc9c0\ub418\uba74\uc11c \uae34\ubc15\uac10\uc774 \ucee4\uc84c\ub2e4.<\/p>\n<p>\ub2f9\uad6d\uc758 \u2018\uacbd\uacc4 \uac15\ud654\u2019\ub294 \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \uc815\ucc45 \ubcc0\ud654 \uac00\ub2a5\uc131\uc774 \ub192\uc544\uc84c\ub2e4\ub294 \ub73b\uc73c\ub85c\ub3c4 \uc77d\ud78c\ub2e4. \ud30c\uc0dd\uc0c1\ud488(\uc635\uc158\u00b7\uc120\ubb3c \ub4f1 \uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uc0c1\ud488) \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 \ubcc0\ub3d9\uc131(\uac00\uaca9 \ub4f1\ub77d \ud3ed) \ud655\ub300\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ub2ec\ub7ec\/\uc5d4 \ud48b\uc635\uc158(\ub2ec\ub7ec\/\uc5d4\uc774 \ud558\ub77d\ud560 \ub54c \uc774\uc775\uc774 \ub098\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub098 \uc2a4\ud2b8\ub798\ub4e4(\ucf5c\uc635\uc158\uacfc \ud48b\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac \ubc29\ud5a5\uacfc \ubb34\uad00\ud558\uac8c \ud070 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5) \uad6c\ucd95\uc740, \uae5c\uc9dd \uae08\ub9ac \uc778\uc0c1\uc774\ub098 \uc9c1\uc811 \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785(\ub2f9\uad6d\uc774 \uc2dc\uc7a5\uc5d0\uc11c \ud1b5\ud654\ub97c \uc0ac\uace0\ud314\uc544 \ud658\uc728\uc744 \uc6c0\uc9c1\uc774\ub294 \uc870\uce58) \uc704\ud5d8\uc5d0 \ub300\uc751\ud558\ub294 \uc218\ub2e8\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<h3>Market Positioning and Potential for Intervention<\/h3>\n<p>\uc804\ud1b5\uc801\uc73c\ub85c \uc77c\ubcf8\uc740\ud589\uc740 \ub9e4\uc6b0 \uc2e0\uc911\ud588\uc9c0\ub9cc, \uc62c\ud574\ub294 \ubd04\ucca0 \uc784\uae08\ud611\uc0c1 \u2018\uc28c\ud1a0\u2019 \uacb0\uacfc\ub85c \uc784\uae08 \uc0c1\uc2b9\ub960\uc774 4.5%(30\uc5ec \ub144 \ub9cc\uc758 \ucd5c\uace0)\uae4c\uc9c0 \uc62c\ub77c \ud658\uacbd\uc774 \ub2ec\ub77c\uc84c\ub2e4. \uc774\ub294 \uc77c\ubcf8\uc740\ud589\uc774 \uae30\ub300\ud574 \uc628 \ub0b4\uc218 \uc8fc\ub3c4 \ubb3c\uac00 \uc0c1\uc2b9(\uc784\uae08\uacfc \uc18c\ube44 \uc99d\uac00\uac00 \ubb3c\uac00\ub97c \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud750\ub984)\uc744 \ub4b7\ubc1b\uce68\ud558\uc9c0\ub9cc, \uc5d4\ud654 \uc57d\uc138\ub85c \uc778\ud55c \ube44\uc6a9 \uc0c1\uc2b9(\uc218\uc785\ubb3c\uac00\ub97c \ud1b5\ud574 \uad6d\ub0b4 \uac00\uaca9\uc744 \ubc00\uc5b4 \uc62c\ub9ac\ub294 \uad6c\uc870)\uacfc \uacb0\ud569\ud558\uba74 \ubb3c\uac00 \uc0c1\ubc29 \uc555\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc77c\ubcf8\uad6d\ucc44(JGB) \uc120\ubb3c(\uad6d\ucc44\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud55c \uc120\ubb3c) \ub4f1\uc744 \ud1b5\ud55c \uae08\ub9ac \uc0c1\uc2b9 \uc704\ud5d8(\ucc44\uad8c \uac00\uaca9 \ud558\ub77d \uc704\ud5d8) \ub300\uc751\ub3c4 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4.<\/p>\n<p>\ub2ec\ub7ec\/\uc5d4 \ud658\uc728\uc740 162\uc5d4 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4. \uacfc\uac70 \uc774 \uad6c\uac04\uc740 \uc77c\ubcf8 \ub2f9\uad6d\uc774 \uac15\ud55c \uad6c\ub450 \uacbd\uace0\ub098 \uc2e4\uc81c \uc2dc\uc7a5 \uac1c\uc785\uc744 \ud1b5\ud574 \ud658\uc728\uc744 \ud754\ub4e0 \uc804\ub840\uac00 \uc788\ub2e4. \uc2e4\ud589\ub420 \uacbd\uc6b0 \ub2e8\uae30\uac04\uc5d0 \ud6a8\uacfc\ub97c \uadf9\ub300\ud654\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc774\ub904\uc838 \ub300\ube44\uac00 \ubd80\uc871\ud55c \ud22c\uc790\uc790\uc5d0\uac8c \ucda9\uaca9\uc744 \uc904 \uc218 \uc788\ub2e4. \uc5d4\ud654 \uad00\ub828 \uc790\uc0b0\uc758 \uc7ac\ud3c9\uac00(\uc0c8 \uc815\ubcf4\ub85c \uac00\uaca9\uc774 \uae09\ubcc0\ud558\ub294 \uacfc\uc815)\uac00 \ub098\ud0c0\ub0a0 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc29\uc5b4\uc640 \uae30\ud68c \ud3ec\ucc29 \uc804\ub7b5\uc744 \ud568\uaed8 \uc810\uac80\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c5\ubc88\uc9f8 \uc624\uc77c\uc1fc\ud06c\u201d \uacbd\uace0\u2026\uc6b0\uc5d0\ub2e4 BOJ, \uc720\uac00\u00b7\uc5d4\uc800\uac00 \uc784\uae08\u00b7\uae30\ub300\uc778\ud50c\ub808\ub97c \uc790\uadf9\ud574 \ubb3c\uac00 \uace0\ucc29\ud654 \uc6b0\ub824. \uc2dc\uc7a5\uc740 \uc5d4\uac15\uc138\u00b7JGB \uae08\ub9ac\u2193. \uc218\uc8fc \ub0b4 \uae08\ub9ac\u00b7\uac1c\uc785 \uac00\ub2a5\uc131\ub3c4.<\/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-47546","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\/47546","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=47546"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47546\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}