{"id":47619,"date":"2026-05-28T14:28:26","date_gmt":"2026-05-28T14:28:26","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%ea%b5%ad-1%eb%b6%84%ea%b8%b0-gdp-%ec%84%b1%ec%9e%a5%eb%a5%a0-1-6%eb%a1%9c-%eb%91%94%ed%99%94%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80-%ea%b0%95%ed%99%94%ec%97%90\/"},"modified":"2026-05-28T14:28:26","modified_gmt":"2026-05-28T14:28:26","slug":"%eb%af%b8%ea%b5%ad-1%eb%b6%84%ea%b8%b0-gdp-%ec%84%b1%ec%9e%a5%eb%a5%a0-1-6%eb%a1%9c-%eb%91%94%ed%99%94%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80-%ea%b0%95%ed%99%94%ec%97%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad-1%eb%b6%84%ea%b8%b0-gdp-%ec%84%b1%ec%9e%a5%eb%a5%a0-1-6%eb%a1%9c-%eb%91%94%ed%99%94%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80-%ea%b0%95%ed%99%94%ec%97%90\/","title":{"rendered":"\ubbf8\uad6d 1\ubd84\uae30 GDP \uc131\uc7a5\ub960 1.6%\ub85c \ub454\ud654\u2026\uae08\ub9ac \uc778\ud558 \uae30\ub300 \uac15\ud654\uc5d0 \uc2dc\uc7a5 \uc804\ubc18 \ud5e4\uc9c0 \uc218\uc694 \ud655\ub300"},"content":{"rendered":"<p>\ubbf8\uad6d \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP\u00b7\ud55c \ub098\ub77c\uc5d0\uc11c \uc77c\uc815 \uae30\uac04 \uc0dd\uc0b0\ub41c \uc7ac\ud654\uc640 \uc11c\ube44\uc2a4\uc758 \ucd1d\ud569)\uc774 1\ubd84\uae30 \uc5f0\uc728(\ubd84\uae30 \uc131\uc7a5\ub960\uc744 1\ub144 \uae30\uc900\uc73c\ub85c \ud658\uc0b0\ud55c \uc218\uce58) 1.6% \uc99d\uac00\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58 2%\ub97c \ubc11\ub3cc\uc558\ub2e4. \uc608\uc0c1\ubcf4\ub2e4 \ub0ae\uc740 \uc218\uce58\ub294 \uc5f0\ucd08 \uacbd\uc81c \ud655\uc7a5 \uc18d\ub3c4\uac00 \ub454\ud654\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<p>\uc774\ubc88 \ucd94\uc815\uce58\ub294 \uacbd\uc81c \ubaa8\uba58\ud140(\uacbd\uae30 \ud750\ub984\uc758 \ud798)\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc804\uc81c\ub97c \ud754\ub4e4\uc5b4\uc628 \ucd5c\uadfc \uc9c0\ud45c \ud750\ub984\uc5d0 \ud798\uc744 \ubcf4\ud0dc\uba70, \ud5a5\ud6c4 \uacbd\uae30 \uc804\ub9dd\uc744 \ub458\ub7ec\uc2fc \ub17c\uc7c1\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc804\ub9dd\uc774\ub2e4. \uad00\uc2ec\uc740 \uc774\ud6c4 \ubc1c\ud45c\ub420 \uc9c0\ud45c\ub4e4\uc774 \uc774\ubc88 \ub454\ud654\uac00 \uc77c\uc2dc\uc801 \ud558\ub77d\uc778\uc9c0, \ub354 \uc9c0\uc18d\uc801\uc778 \uacbd\uae30 \ub0c9\uac01 \ud750\ub984\uc778\uc9c0 \ud655\uc778\ud574\uc904\uc9c0\ub85c \uc62e\uaca8\uac04\ub2e4.<\/p>\n<h3>Federal Reserve Policy and Market Positioning<\/h3>\n<p>1\ubd84\uae30 GDP\uac00 1.6%\ub85c \ubd80\uc9c4\ud558\uac8c \ub098\uc624\uba74\uc11c \uacbd\uae30 \ub454\ud654 \uc18d\ub3c4\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub974\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ub294 \ud5a5\ud6c4 \uba87 \ub2ec\uac04 \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8\uad6d \uc911\uc559\uc740\ud589)\uc758 \ud1b5\ud654\uc815\ucc45(\uae30\uc900\uae08\ub9ac \ub4f1\uc744 \ud1b5\ud574 \ubb3c\uac00\uc640 \uacbd\uae30\ub97c \uc870\uc808\ud558\ub294 \uc815\ucc45) \ud658\uacbd\uc744 \ud06c\uac8c \ubc14\uafbc\ub2e4. \uc131\uc7a5(\uacbd\uae30) \ud558\ubc29 \uc704\ud5d8\uc774 \ubb3c\uac00(\uc778\ud50c\ub808\uc774\uc158) \uc7ac\uac00\uc18d \uc704\ud5d8\ubcf4\ub2e4 \ub354 \uac00\uae4c\uc6cc \ubcf4\uc774\uba74\uc11c, \uc5f0\uc900\uc774 \ub9e4\ud30c\uc801 \uae30\uc870(\uae08\ub9ac \uc778\uc0c1\u00b7\uace0\uae08\ub9ac \uc720\uc9c0\uc5d0 \ubb34\uac8c\ub97c \ub450\ub294 \ud0dc\ub3c4)\ub97c \uc7ac\uac80\ud1a0\ud574\uc57c \ud55c\ub2e4\ub294 \uc555\ubc15\uc774 \ucee4\uc9c4\ub2e4.<\/p>\n<p>\uc774 \uc9c0\ud45c\ub294 \uae08\ub9ac \uc804\ub9dd\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \uc8fc\uba70, \uc774\uc5d0 \ub9de\ucdb0 \ud3ec\uc9c0\uc158(\ud22c\uc790 \ubc29\ud5a5\uacfc \uaddc\ubaa8)\uc744 \uc870\uc815\ud558\uace0 \uc788\ub2e4. Fed funds futures market(\uc5f0\ubc29\uae30\uae08\uae08\ub9ac \uc120\ubb3c\uc2dc\uc7a5\u00b7\uc5f0\uc900 \uc815\ucc45\uae08\ub9ac\uc758 \uc608\uc0c1 \uacbd\ub85c\uac00 \ubc18\uc601\ub418\ub294 \uac70\ub798\uc2dc\uc7a5) \uac00\uaca9\uc744 \uae30\uc900\uc73c\ub85c 9\uc6d4 \uc5f0\ubc29\uacf5\uac1c\uc2dc\uc7a5\uc704\uc6d0\ud68c(FOMC\u00b7\uc5f0\uc900\uc758 \uae08\ub9ac \uacb0\uc815 \ud68c\uc758)\uc5d0\uc11c \uae08\ub9ac \uc778\ud558\uac00 \ub2e8\ud589\ub420 \ud655\ub960\uc740 65%\ub97c \uc6c3\ub3c8\ub2e4. \uc5f0\ub9d0\uae4c\uc9c0 \uae08\ub9ac \ud558\ub77d\uc5d0 \ub300\ube44\ud574 \ubbf8 \uad6d\ucc44 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc\u00b7\uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc778 TLT\uc5d0 \ub300\ud55c \uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uad8c\ub9ac) \ub9e4\uc218, \ub610\ub294 SOFR futures(\ub2f4\ubcf4\ubd80 \uc775\uc77c\uae08\ub9ac \uc120\ubb3c\u00b7\ubbf8\uad6d \ub2e8\uae30\uae08\ub9ac\uc778 SOFR\uc5d0 \uc5f0\ub3d9\ub418\ub294 \uc120\ubb3c) \ud65c\uc6a9 \ub4f1\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4.<\/p>\n<h3>Implications for Equities, Volatility, and the U.S. Dollar<\/h3>\n<p>\uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc131\uc7a5 \ub454\ud654\ub85c \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c0\uba74\uc11c \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4) \ud655\ub300 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. VIX(\ubcc0\ub3d9\uc131\uc9c0\uc218\u00b7S&#038;P500 \uc635\uc158 \uac00\uaca9\uc73c\ub85c \uacc4\uc0b0\ud55c \uc2dc\uc7a5\uc758 \uacf5\ud3ec\uc9c0\uc218)\ub294 \ud604\uc7ac 14 \uc218\uc900\uc73c\ub85c \uc5ed\uc0ac\uc801\uc73c\ub85c \ub0ae\uc544, \ud5e4\uc9c0(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4) \uc218\ub2e8\uc744 \ube44\uad50\uc801 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \ud655\ubcf4\ud560 \uae30\ud68c\ub85c \ud3c9\uac00\ub41c\ub2e4. \ubcc0\ub3d9\uc131\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158\uc744 \ub298\ub9ac\uace0, \uae30\uc5c5 \uc774\uc775 \uc804\ub9dd(\uc2e4\uc801 \ucd94\uc815\uce58)\uc774 \ud558\ud5a5 \uc870\uc815\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 S&#038;P 500 \ud48b\uc635\uc158(\uc9c0\uc218\uac00 \ud558\ub77d\ud560 \ub54c \uc774\uc775\uc774 \ub098\ub294 \ub9e4\ub3c4\uad8c)\uc744 \ub9e4\uc218\ud574 \ud558\ubc29 \uc704\ud5d8\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ub2ec\ub7ec\ub3c4 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uad73\uc5b4\uc9c8\uc218\ub85d \uc57d\uc138 \uc555\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc5f0\uc900\uc774 \ub35c \uacf5\uaca9\uc801\uc778(\uae34\ucd95 \uac15\ub3c4\uac00 \ub0ae\uc740) \ud0dc\ub3c4\ub85c \uc804\ud658\ud558\uba74, \ub2e4\ub978 \ub098\ub77c \uc911\uc559\uc740\ud589\uc774 \ub354 \ucc9c\ucc9c\ud788 \uc644\ud654(\uae08\ub9ac \uc778\ud558\u00b7\uc720\ub3d9\uc131 \uacf5\uae09)\ud558\ub294 \ud1b5\ud654\uc815\ucc45\uc744 \uc720\uc9c0\ud558\ub294 \uacbd\uc6b0 \ub2ec\ub7ec\uc758 \ud22c\uc790 \ub9e4\ub825\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc544\uc9c4\ub2e4. \uc774\uc5d0 \ub530\ub77c DXY(\ub2ec\ub7ec \uc778\ub371\uc2a4\u00b7\uc8fc\uc694 6\uac1c \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uac00\uce58\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\uc218) \uc120\ubb3c\uacfc \uc635\uc158\uc744 \ud65c\uc6a9\ud574 \ub2ec\ub7ec \uc57d\uc138(\uc20f) \ud3ec\uc9c0\uc158\uc744 \uad6c\ucd95\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ub610\ud55c \ucd5c\uadfc CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218\u00b7\uac00\uacc4\uac00 \uc0ac\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\uac00 3.2%\ub85c \uc5f0\uc900 \ubaa9\ud45c(\ud1b5\uc0c1 2%)\ub97c \uc5ec\uc804\ud788 \uc6c3\ub3cc\uc544 \uc815\ucc45\ub2f9\uad6d\uc758 \ubd80\ub2f4\uc774 \ud06c\ub2e4. \uc774\ub294 2019\ub144\ucc98\ub7fc, \ubb3c\uac00\uac00 \ubaa9\ud45c\uc5d0 \uc644\uc804\ud788 \ub3c4\ub2ec\ud558\uc9c0 \ubabb\ud55c \uc0c1\ud669\uc5d0\uc11c\ub3c4 \uacbd\uae30\uc9c0\ud45c\uac00 \uc57d\ud574\uc9c0\uc790 \uc5f0\uc900\uc774 \uae34\ucd95 \uc131\ud5a5\uc5d0\uc11c \uae08\ub9ac \uc778\ud558\ub85c \uc804\ud658\ud55c \uacfc\uac70 \uad6d\uba74\uacfc \uc720\uc0ac\ud558\ub2e4. \uc774\ubc88 GDP \ubd80\uc9c4\uc740 \uc720\uc0ac\ud55c \uc815\ucc45 \uc804\ud658\uc774 \uac00\uc7a5 \uc720\ub825\ud55c \uacbd\ub85c\uac00 \ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uccab \uac15\ud55c \uadfc\uac70\ub85c \ud3c9\uac00\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubbf8 1\ubd84\uae30 GDP 1.6% \u2018\uc1fc\ud06c\u2019\u2026\uc131\uc7a5 \ubaa8\uba58\ud140 \ub454\ud654\uc5d0 \uc5f0\uc900 \ub9e4\ud30c \uc7ac\uac80\ud1a0 \uc555\ubc15 \ucee4\uc9c4\ub2e4. 9\uc6d4 \uc778\ud558 \ud655\ub960 65%\u2191, \uad6d\ucc44\u00b7\ubcc0\ub3d9\uc131 \ud5e4\uc9c0\u00b7\ub2ec\ub7ec \uc57d\uc138 \ud3ec\uc9c0\uc158 \ubd80\uac01.<\/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-47619","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\/47619","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=47619"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47619\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}