{"id":48141,"date":"2026-02-28T04:44:32","date_gmt":"2026-02-28T04:44:32","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/cftc-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%97%90-%eb%94%b0%eb%a5%b4%eb%a9%b4-%ec%9d%bc%eb%b3%b8-%ec%97%94%ed%99%94-%eb%b9%84%ec%83%81%ec%97%85-%ec%88%9c%ed%8f%ac%ec%a7%80%ec%85%98%ec%9d%b4-13k%ec%97%90\/"},"modified":"2026-02-28T04:44:32","modified_gmt":"2026-02-28T04:44:32","slug":"cftc-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%97%90-%eb%94%b0%eb%a5%b4%eb%a9%b4-%ec%9d%bc%eb%b3%b8-%ec%97%94%ed%99%94-%eb%b9%84%ec%83%81%ec%97%85-%ec%88%9c%ed%8f%ac%ec%a7%80%ec%85%98%ec%9d%b4-13k%ec%97%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/cftc-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%97%90-%eb%94%b0%eb%a5%b4%eb%a9%b4-%ec%9d%bc%eb%b3%b8-%ec%97%94%ed%99%94-%eb%b9%84%ec%83%81%ec%97%85-%ec%88%9c%ed%8f%ac%ec%a7%80%ec%85%98%ec%9d%b4-13k%ec%97%90\/","title":{"rendered":"CFTC \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc77c\ubcf8 \uc5d4\ud654 \ube44\uc0c1\uc5c5 \uc21c\ud3ec\uc9c0\uc158\uc774 13K\uc5d0\uc11c 11.5K\ub85c \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4."},"content":{"rendered":"\uc77c\ubcf8 CFTC(\ubbf8\uad6d \uc0c1\ud488\uc120\ubb3c\uac70\ub798\uc704\uc6d0\ud68c) \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 JPY(\uc77c\ubcf8 \uc5d4) \ube44\uc0c1\uc5c5 \ubd80\ubb38 \uc21c\ud3ec\uc9c0\uc158\uc774 11.5K\ub85c \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc804 \uc218\uce58\ub294 13K\uc600\uc2b5\ub2c8\ub2e4.\n\n\ub300\ud615 \ud22c\uae30 \uac70\ub798\uc790\ub4e4\uc774 \ubcf4\uc720\ud55c \uc77c\ubcf8 \uc5d4 \uc21c\ub9e4\uc218(\uc21c\ub871) \ud3ec\uc9c0\uc158\uc774 13K \uacc4\uc57d\uc5d0\uc11c 11.5K \uacc4\uc57d\uc73c\ub85c \uc904\uc5c8\uc2b5\ub2c8\ub2e4. \uc21c\ub9e4\uc218(\uc21c\ub871: \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc774 \ub9e4\ub3c4 \ud3ec\uc9c0\uc158\ubcf4\ub2e4 \ub9ce\uc740 \uc0c1\ud0dc)\uac00 \uac10\uc18c\ud588\ub2e4\ub294 \uac83\uc740 \uc5d4\ud654 \uac15\uc138\uc5d0 \ub300\ud55c \ud655\uc2e0\uc774 \uc57d\ud574\uc84c\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uc774\ub7f0 \ubd84\uc704\uae30 \uc57d\ud654\ub294 \ucd5c\uadfc \uc5d4\ud654 \uac15\uc138\uac00 \ud22c\uae30 \uc790\uae08(\ub2e8\uae30 \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc790\uae08)\uc758 \uc9c0\uc9c0\ub97c \ub35c \ubc1b\uac8c \ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n

BoJ Policy Stance And Inflation Backdrop<\/h3>\n\uc774\ubc88 \ubcc0\ud654\ub294 \uc77c\ubcf8\uc740\ud589(BoJ: Bank of Japan)\uc774 \uc9c0\ub09c\uc8fc \uc131\uba85\uc5d0\uc11c \uc5ec\ub984\uae4c\uc9c0 \ub9e4\uc6b0 \ub0ae\uc740 \uae08\ub9ac \uc815\ucc45(\ucd08\uc800\uae08\ub9ac: \uae08\ub9ac\ub97c \uc544\uc8fc \ub0ae\uac8c \uc720\uc9c0\ud558\ub294 \uc815\ucc45)\uc744 \uc720\uc9c0\ud558\uaca0\ub2e4\uace0 \ubc1d\ud78c \uc774\ud6c4\uc5d0 \ub098\uc654\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uae08\ub9ac\ub97c \uc62c\ub9b4 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\ub294 \ucabd(\ub9e4\ud30c\uc801 \uc804\ud658: \uae08\ub9ac \uc778\uc0c1\uc5d0 \ub354 \uc801\uadf9\uc801\uc778 \ubc29\ud5a5)\uc744 \uae30\ub300\ud588\uc9c0\ub9cc, \ubc1c\ud45c\ub294 \uadf8 \uae30\ub300\uc640 \ub2ec\ub790\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \ub354\ud574 \uc77c\ubcf8\uc758 2026\ub144 1\uc6d4 \uadfc\uc6d0 \ubb3c\uac00\uc0c1\uc2b9\ub960(\uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158: \uc2dd\ub8cc\ud488\u00b7\uc5d0\ub108\uc9c0\ucc98\ub7fc \ubcc0\ub3d9\uc774 \ud070 \ud56d\ubaa9\uc744 \uc81c\uc678\ud55c \ubb3c\uac00)\uc774 1.9%\ub85c, \uc2dc\uc7a5 \uc608\uc0c1\uce58(\ucee8\uc13c\uc11c\uc2a4: \uc5ec\ub7ec \uc608\uc0c1\uac12\uc758 \ud3c9\uade0) 2.2%\uc5d0 \ubabb \ubbf8\uce58\uba70 \uc815\ucc45 \ubcc0\ud654 \uae30\ub300\ub97c \ub354 \ub0ae\ucdc4\uc2b5\ub2c8\ub2e4. \uc774\ub294 2025\ub144 \ub9d0\uc5d0 \ub354 \uac15\ud55c \ubb3c\uac00 \uc9c0\ud45c\uac00 \uae08\ub9ac \uc778\uc0c1(\uae08\ub9ac \uc778\uc0c1: \uc815\ucc45\uae08\ub9ac\ub97c \uc62c\ub9ac\ub294 \uac83) \uac00\ub2a5\uc131\uc744 \ud0a4\uc6b0\ub358 \ud750\ub984\uacfc \ub300\ube44\ub429\ub2c8\ub2e4.\n\n\ud55c\ud3b8 \ubbf8\uad6d \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed: Federal Reserve)\ub294 \ub2f9\uc7a5 \uae08\ub9ac \uc778\ud558(\uae08\ub9ac \uc778\ud558: \uc815\ucc45\uae08\ub9ac\ub97c \ub0b4\ub9ac\ub294 \uac83) \uacc4\ud68d\uc774 \uc5c6\ub2e4\ub294 \uc2e0\ud638\ub97c \ubcf4\ub0c8\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 2026\ub144 1\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0\uc11c \uc2e0\uaddc \uc77c\uc790\ub9ac \uc218\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uac15\ud55c 21\ub9cc \uac1c\ub85c \ub098\ud0c0\ub09c \uc774\ud6c4 \uc774\ub7f0 \ubd84\uc704\uae30\uac00 \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uacfc \uc77c\ubcf8\uc758 \uae08\ub9ac \ucc28\uc774(\uae08\ub9ac \uaca9\ucc28: \ub450 \ub098\ub77c\uc758 \uc815\ucc45\uae08\ub9ac \uc218\uc900 \ucc28\uc774)\ub294 \ud604\uc7ac 4.75%\ub85c, \uc5d4\ud654\ubcf4\ub2e4 \ub2ec\ub7ec\ub97c \ubcf4\uc720\ud558\ub294 \ud3b8\uc774 \ub354 \uc720\ub9ac\ud558\uac8c \ubcf4\uc774\uac8c \ud569\ub2c8\ub2e4. \uc774 \uc694\uc778\uc740 \uc5d4\ud654\uac00 \uacc4\uc18d \uc624\ub974\uae30(\uc9c0\uc18d\uc801 \uc5d4\ud654 \uac15\uc138) \uc5b4\ub835\uac8c \ub9cc\ub4dc\ub294 \uae30\ubcf8\uc801\uc778 \uc5ed\ud48d(\ubd88\ub9ac\ud55c \uc694\uc778)\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.\n\n\uc774\uc5d0 \ub530\ub77c \ud30c\uc0dd\uc0c1\ud488(\ud30c\uc0dd\uc0c1\ud488: \uac00\uaca9\uc774 \ud658\uc728\u00b7\uc8fc\uac00\u00b7\uae08\ub9ac \ub4f1 \ub2e4\ub978 \uc790\uc0b0\uc758 \uc6c0\uc9c1\uc784\uc5d0 \ub530\ub77c \uacb0\uc815\ub418\ub294 \uc0c1\ud488) \uac70\ub798\uc790\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \uc5d4\ud654\uac00 \ud6a1\ubcf4\ud558\uac70\ub098 \uc57d\uc138\uc77c \ub54c \uc720\ub9ac\ud55c \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 JPY \uc120\ubb3c\uc5d0 \ub300\ud55c \ud48b\uc635\uc158(\ud48b\uc635\uc158: \uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud558\uba74, \uc704\ud5d8\uc744 \uc77c\uc815 \uc218\uc900\uc73c\ub85c \uc81c\ud55c(\uc190\uc2e4 \ud55c\ub3c4\ub97c \ubbf8\ub9ac \uc815\ud568)\ud558\uba74\uc11c \uc5d4\ud654 \uac00\uce58 \ud558\ub77d\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ub294 \uc0c1\uc2b9 \uc5ec\uc9c0\uac00 \uc81c\ud55c\uc801\uc774\ub77c\uace0 \ubcf8\ub2e4\uba74, \uc678\uac00\uaca9 \ucf5c \uc2a4\ud504\ub808\ub4dc \ub9e4\ub3c4(\uc678\uac00\uaca9: \ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \uc720\ub9ac\ud558\uc9c0 \uc54a\uc740 \ud589\uc0ac\uac00\uaca9 \/ \ucf5c \uc2a4\ud504\ub808\ub4dc: \ucf5c\uc635\uc158\uc744 \uc870\ud569\ud55c \uac70\ub798)\ub97c \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9\uc73c\ub85c \ubc1b\ub294 \ub3c8)\uc744 \ubc1b\uc744 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ube44\uc2b7\ud55c \ud750\ub984\uc740 2025\ub144 4\ubd84\uae30\uc5d0\ub3c4 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub2f9\uc2dc \ud22c\uae30\uc801 \uc21c\ub9e4\uc218(\uc21c\ub871) \uac10\uc18c \uc774\ud6c4 \uc5d4\ud654\ub294 \ud55c\ub3d9\uc548 \ubc29\ud5a5 \uc5c6\uc774 \uc6c0\uc9c1\uc778 \ub4a4(\ud6a1\ubcf4\u00b7\ubc15\uc2a4\uad8c) \ub2ec\ub7ec \ub300\ube44 \uc57d\uc138\ub85c \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubd84\uc704\uae30\uac00 \ube60\ub974\uac8c \ubc14\ub014 \uc218 \uc788\uace0, \uc774\ub7f0 \ud3ec\uc9c0\uc158 \ubcf4\uace0\uc11c(\ud3ec\uc9c0\uc158 \ubcf4\uace0\uc11c: \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc758 \ub9e4\uc218\u00b7\ub9e4\ub3c4 \ubcf4\uc720 \ud604\ud669 \uacf5\uac1c \uc790\ub8cc)\uac00 \ucd08\uae30 \uacbd\uace0 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc774\ubc88 \uac15\uc138 \ubca0\ud305 \uac10\uc18c\ub294 \ube44\uc911(\ub178\ucd9c: \ud2b9\uc815 \ud1b5\ud654\uc5d0 \uac78\uc5b4\ub454 \ud22c\uc790 \uaddc\ubaa8)\uc744 \uc870\uc815\ud574\uc57c \ud560 \uc911\uc694\ud55c \uc2e0\ud638\ub85c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n

Key Takeaway For Yen Positioning<\/h3>\n\n\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\ud22c\uae30 \uc138\ub825\uc758 \uc5d4\ud654 \uac15\uc138 \ubca0\ud305\uc774 \ud754\ub4e4\ub9bd\ub2c8\ub2e4: CFTC \ube44\uc0c1\uc5c5 \uc21c\ub871\uc774 13K\u219211.5K\ub85c \uac10\uc18c. BOJ \uc644\ud654 \uc9c0\uc18d, \ubb3c\uac00 \ub454\ud654, \ubbf8\u00b7\uc77c \uae08\ub9ac\ucc28\ub85c \uc5d4\ud654 \uc57d\u00b7\ud6a1\ubcf4 \uac00\ub2a5\uc131 \ucee4\uc838 \ud30c\uc0dd \uc804\ub7b5 \uc7ac\uc810\uac80 \ud544\uc694. – vtmarkets.com<\/p>\n","protected":false},"author":103,"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-48141","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\/48141","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\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=48141"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48141\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=48141"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=48141"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=48141"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}