{"id":47913,"date":"2026-06-01T19:45:54","date_gmt":"2026-06-01T19:45:54","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%ea%b5%ad-%ea%b3%b5%ec%9e%a5-%ec%9d%bc%ec%9e%90%eb%a6%ac-%ec%a7%80%ed%91%9c-5%ec%9b%94-%ea%b0%9c%ec%84%a0%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80-%ec%99%84%ed%99%94\/"},"modified":"2026-06-01T19:45:54","modified_gmt":"2026-06-01T19:45:54","slug":"%eb%af%b8%ea%b5%ad-%ea%b3%b5%ec%9e%a5-%ec%9d%bc%ec%9e%90%eb%a6%ac-%ec%a7%80%ed%91%9c-5%ec%9b%94-%ea%b0%9c%ec%84%a0%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80-%ec%99%84%ed%99%94","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad-%ea%b3%b5%ec%9e%a5-%ec%9d%bc%ec%9e%90%eb%a6%ac-%ec%a7%80%ed%91%9c-5%ec%9b%94-%ea%b0%9c%ec%84%a0%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98-%ea%b8%b0%eb%8c%80-%ec%99%84%ed%99%94\/","title":{"rendered":"\ubbf8\uad6d \uacf5\uc7a5 \uc77c\uc790\ub9ac \uc9c0\ud45c, 5\uc6d4 \uac1c\uc120\u2026\uae08\ub9ac \uc778\ud558 \uae30\ub300 \uc644\ud654\uc5d0 \ub2ec\ub7ec \uc804\ub9dd \u2018\uac15\uc138\u2019"},"content":{"rendered":"

\ubbf8\uad6d ISM \uc81c\uc870\uc5c5 \uace0\uc6a9\uc9c0\uc218\ub294 5\uc6d4 48.6\uc73c\ub85c, \uc774\uc804 46.4\uc5d0\uc11c \uc0c1\uc2b9\ud558\uba70 \uacf5\uc7a5 \uc804\ubc18\uc758 \uace0\uc6a9 \uac10\uc18c \uc18d\ub3c4\uac00 \ub454\ud654\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4. \ud574\ub2f9 \uc9c0\ud45c\ub294 \ud655\uc7a5\uacfc \uc704\ucd95\uc744 \uac00\ub974\ub294 50\uc120 \uc544\ub798\uc5d0 \uba38\ubb3c\ub800\uc9c0\ub9cc, \uc804\uc6d4 \ub300\ube44 \uac1c\uc120\uc740 \uc81c\uc870\uc5c5 \ubd80\ubb38\uc758 \uace0\uc6a9 \uc5ec\uac74\uc774 \ub35c \ucde8\uc57d\ud574\uc84c\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n

\uc774\ubc88 \uc0c1\uc2b9\uc740 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc804\uc6d4\ubcf4\ub2e4 \ub354 \ub098\uc740 \uace0\uc6a9 \uc0c1\ud669\uc744 \ubcf4\uace0\ud588\uc74c\uc744 \uc758\ubbf8\ud558\uc9c0\ub9cc, \uc9c0\uc218 \uc790\uccb4\ub294 \uc5ec\uc804\ud788 \uc804\ubc18\uc801\uc778 \uc704\ucd95\uc744 \uc554\uc2dc\ud55c\ub2e4. 5\uc6d4 \uc218\uce58\ub294 ISM \uc124\ubb38\uc870\uc0ac\uc758 \ub178\ub3d9(\uace0\uc6a9) \ubd80\ubb38\uc774 \ubc18\ub4f1\ud588\uc74c\uc744 \ub098\ud0c0\ub0b4\uba70, \ub2e4\ub9cc \uc9c0\ud45c\ub294 \uc81c\uc870\uc5c5 \uace0\uc6a9\uc774 \uc804\uccb4\uc801\uc73c\ub85c\ub294 \uc99d\uac00\uac00 \uc544\ub2c8\ub77c \uac10\uc18c \ucabd\uc5d0 \uac00\uae5d\ub2e4\ub294 \uc2e0\ud638\ub97c \uc720\uc9c0\ud588\ub2e4.<\/p>\n

\uc5f0\uc900 \uc815\ucc45, \uad6d\ucc44\uae08\ub9ac, \uc8fc\uc2dd\uc5d0 \ub300\ud55c \uc2dc\uc0ac\uc810<\/h3>\n

ISM \uc81c\uc870\uc5c5 \uace0\uc6a9\uc9c0\uc218\uac00 48.6\uc73c\ub85c \uac1c\uc120\ub41c \uac83\uc740 \uc5ec\uc804\ud788 \uc704\ucd95 \uad6d\uba74\uc774\uc9c0\ub9cc, \uc5c5\ud669 \ud558\ub77d\uc774 \uc644\ud654\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub2f9\uc0ac\ub294 \uc774\ub97c \uc81c\uc870\uc5c5 \uc77c\uc790\ub9ac \uac10\uc18c\uc758 \ucd5c\uc545\uc758 \uad6c\uac04\uc774 \ub2f9\ubd84\uac04\uc740 \uc9c0\ub098\uac14\uc744 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ud55c\ub2e4. \uc774\ub7ec\ud55c \uc18c\ud3ed\uc758 \uc548\uc815\uc740 \uc5f0\uc900\uc5d0 \ub300\ud55c \uacf5\uaca9\uc801\uc778 \uae08\ub9ac \uc778\ud558 \uc555\ub825\uc744 \ub2e8\uae30\uc801\uc73c\ub85c \ub0ae\ucd98\ub2e4.<\/p>\n

\uc774\uc5d0 \ub530\ub77c, CME \ud398\ub4dc\uc6cc\uce58 \ud234\uc774 \ucd5c\uadfc 70%\ub97c \uc6c3\ub3cc\uac8c \ubc18\uc601\ud588\ub358 7\uc6d4 \uae08\ub9ac \uc778\ud558 \ud655\ub960\uc774 50% \uc218\uc900\uc73c\ub85c \ud558\ud5a5 \uc870\uc815\ub420 \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uadf8 \uacb0\uacfc \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ub2e8\uae30\ubb3c \uad6d\ucc44\uae08\ub9ac\uc5d0 \uc18c\ud3ed\uc758 \uc0c1\ubc29 \uc555\ub825\uc774 \ub098\ud0c0\ub0a0 \uac00\ub2a5\uc131\uc744 \uc608\uc0c1\ud55c\ub2e4. \uc774\uc5d0 \uae08\ub9ac \ubbfc\uac10 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc775\uc2a4\ud3ec\uc800\ub97c \uc77c\ubd80 \ucd95\uc18c\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ud3ec\uc9c0\uc158\uc744 \uc870\uc815\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc8fc\uac00\uc9c0\uc218 \uce21\uba74\uc5d0\uc11c\ub294 \uc774\ubc88 \uc9c0\ud45c\uac00 \uc2dc\uc7a5 \uc0c1\uc2b9 \uc5ec\ub825\uc5d0 \u2018\uc0c1\ub2e8\u2019\uc744 \ud615\uc131\ud560 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc704\ucd95\uc774 \uc9c0\uc18d\ub418\ub294 \ub9cc\ud07c \uac15\ud55c \uac15\uc138\uc7a5(\ubd88) \uc2dc\ub098\ub9ac\uc624\ub97c \uc815\ub2f9\ud654\ud558\uae30\ub294 \uc5b4\ub835\ub2e4\uace0 \ud310\ub2e8\ud558\uba70, \ubc15\uc2a4\uad8c \uc7a5\uc138\uc5d0 \ub300\ube44\ud574 S&P 500\uc5d0\uc11c \uc678\uac00\uaca9(OTM) \ucf5c\uc635\uc158 \ub9e4\ub3c4\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \u201c\ub35c \ub098\uc05c\u201d \ub274\uc2a4\uac00 \u201c\uc9c4\uc9dc \uc88b\uc740\u201d \ub274\uc2a4\ub85c \uc804\ud658\ub418\uc9c0 \ubabb\ud560 \ub54c \uc2dc\uc7a5\uc774 \uc790\uc8fc \ub3d9\ub825\uc744 \uc783\ub294 \ubaa8\uc2b5\uc774 \uad00\ucc30\ub410\ub2e4.<\/p>\n

\ud658\uc728 \ubc0f \uc139\ud130 \uae30\ud68c<\/h3>\n

\uc5f0\uc900\uc5d0 \ub300\ud55c \u2018\ub35c \ube44\ub458\uae30\ud30c\uc801\u2019(less-dovish) \uc804\ub9dd\uc740 \ub2ec\ub7ec\uc5d0 \uc9c0\uc9c0\ub825\uc744 \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ub2f9\uc0ac\ub294 \uc77c\ubcf8 \uc5d4\ud654\ucc98\ub7fc \uc911\uc559\uc740\ud589\uc774 \ub354 \uc644\ud654\uc801\uc778 \uc2a4\ud0e0\uc2a4\ub97c \uc720\uc9c0\ud558\ub294 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \uc120\ud638 \uae30\ud68c\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\ub2e4. \ub2ec\ub7ec\uc9c0\uc218(DXY)\ub294 \uc9c0\ub09c\ub2ec 104\uc120 \ubd80\uadfc\uc5d0\uc11c \uc9c0\uc9c0\ub97c \ud655\uc778\ud588\uc73c\uba70, \uc774\ubc88 \uc9c0\ud45c\ub294 \ud574\ub2f9 \ud558\ub2e8\uc744 \uc7ac\ucc28 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n

\uc139\ud130 \uce21\uba74\uc5d0\uc11c\ub294 \uc0b0\uc5c5\uc7ac\uc640 \uc18c\uc7ac\ub97c \uc774\uc804\ubcf4\ub2e4 \ub354 \uba74\ubc00\ud788 \ubcf4\uace0 \uc788\ub2e4. \uc5ec\uc804\ud788 \uc57d\uc138\uc774\ub098 \uc704\ucd95 \ub454\ud654\ub294 \ubc14\ub2e5 \ud615\uc131 \uc2e0\ud638\uc77c \uc218 \uc788\uc5b4, \uacfc\ub9e4\ub3c4\ub41c \uc6b0\ub7c9 \uc0b0\uc5c5\uc7ac \uc885\ubaa9 \uc911\uc2ec\uc73c\ub85c \uc120\ubcc4\uc801\uc778 \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uae30\ud68c\ub85c \ud310\ub2e8\ud55c\ub2e4. 2026\ub144 5\uc6d4 \ub370\uc774\ud130 \uae30\uc900 \uc0b0\uc5c5\uc7ac ETF(XLI)\ub294 \uc2dc\uc7a5 \ub300\ube44 2%\ud3ec\uc778\ud2b8 \uc5b8\ub354\ud37c\ud3fc\ud574 \ud3c9\uade0\ud68c\uadc0(Mean-reversion) \ud2b8\ub808\uc774\ub4dc \ud6c4\ubcf4\ub85c \uac70\ub860\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

ISM \uc81c\uc870\uc5c5 \uace0\uc6a9\uc9c0\uc218 48.6\uc73c\ub85c \u2018\ub35c \ub098\uc05c\u2019 \ubc18\ub4f1. \uace0\uc6a9\uac10\uc18c \ub454\ud654\uc5d0 \uc5f0\uc900 7\uc6d4 \uc778\ud558 \ubca0\ud305 \uc57d\ud654, \ub2e8\uae30\uae08\ub9ac\u00b7\ub2ec\ub7ec \uc9c0\uc9c0. \uc8fc\uc2dd\uc740 \ubc15\uc2a4\uad8c \uacbd\uacc4, \uc0b0\uc5c5\uc7ac \uc120\ubcc4 \uae30\ud68c.<\/p>\n","protected":false},"author":87,"featured_media":47735,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47913","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/47913","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=47913"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47913\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47735"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47913"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47913"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}