{"id":48239,"date":"2026-03-02T22:44:08","date_gmt":"2026-03-02T22:44:08","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/2%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%a0%9c%ec%a1%b0%ec%97%85-%ec%84%b1%ec%9e%a5%ec%84%b8%ea%b0%80-%eb%91%94%ed%99%94%eb%90%98%ec%97%88%ec%9c%bc%eb%a9%b0-ism-%ec%a0%9c%ec%a1%b0%ec%97%85-pmi%eb%8a%94-52-4\/"},"modified":"2026-03-02T22:44:08","modified_gmt":"2026-03-02T22:44:08","slug":"2%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%a0%9c%ec%a1%b0%ec%97%85-%ec%84%b1%ec%9e%a5%ec%84%b8%ea%b0%80-%eb%91%94%ed%99%94%eb%90%98%ec%97%88%ec%9c%bc%eb%a9%b0-ism-%ec%a0%9c%ec%a1%b0%ec%97%85-pmi%eb%8a%94-52-4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/2%ec%9b%94-%eb%af%b8%ea%b5%ad-%ec%a0%9c%ec%a1%b0%ec%97%85-%ec%84%b1%ec%9e%a5%ec%84%b8%ea%b0%80-%eb%91%94%ed%99%94%eb%90%98%ec%97%88%ec%9c%bc%eb%a9%b0-ism-%ec%a0%9c%ec%a1%b0%ec%97%85-pmi%eb%8a%94-52-4\/","title":{"rendered":"2\uc6d4 \ubbf8\uad6d \uc81c\uc870\uc5c5 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ub418\uc5c8\uc73c\uba70, ISM \uc81c\uc870\uc5c5 PMI\ub294 52.4\ub85c \ud558\ub77d\ud588\uc9c0\ub9cc \uc804\ub9dd\uce58 51.8\uc744 \uc0c1\ud68c\ud588\ub2e4."},"content":{"rendered":"\ubbf8\uad6d\uc758 2\uc6d4 \uc81c\uc870\uc5c5 \ud65c\ub3d9\uc740 \ud655\ub300\ub418\uc5c8\uc9c0\ub9cc, 1\uc6d4\ubcf4\ub2e4 \uc18d\ub3c4\ub294 \ub290\ub838\uc2b5\ub2c8\ub2e4. ISM \uc81c\uc870\uc5c5 PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218: \uc81c\uc870\uc5c5 \uacbd\uae30\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 52.6\uc5d0\uc11c 52.4\ub85c \uc18c\ud3ed \ub0b4\ub824\uac14\uc9c0\ub9cc, \uc2dc\uc7a5 \uc608\uc0c1\uce58 51.8\ubcf4\ub2e4\ub294 \ub192\uc558\uc2b5\ub2c8\ub2e4.\n\n\uace0\uc6a9\uc9c0\uc218(Employment Index: \uc81c\uc870\uc5c5 \uace0\uc6a9\uc758 \uc99d\uac00\u00b7\uac10\uc18c\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 2\uc6d4\uc5d0 48.8\ub85c \uc62c\ub790\uc9c0\ub9cc, \uc5ec\uc804\ud788 50 \uc544\ub798\uc5d0 \uc788\uc5b4 \uace0\uc6a9\uc774 \uc904\uc5b4\ub4dc\ub294 \ud750\ub984(\uc218\ucd95)\uc744 \ub73b\ud569\ub2c8\ub2e4. \uc9c0\ubd88\uac00\uaca9\uc9c0\uc218(Prices Paid Index: \uae30\uc5c5\ub4e4\uc774 \uc6d0\uc790\uc7ac\u00b7\ubd80\ud488\uc744 \uc0ac\ub294 \uac00\uaca9 \ubd80\ub2f4\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 1\uc6d4 59\uc5d0\uc11c 70.5\ub85c \uc62c\ub77c, \ube44\uc6a9 \uc555\ub825\uc774 \ucee4\uc84c\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n<h3>Pmi Details And Market Reaction<\/h3>\nPMI \uad6c\uc131 \ud56d\ubaa9\uc744 \ubcf4\uba74, \uc2e0\uaddc\uc8fc\ubb38(New Orders: \uc0c8\ub85c \ub4e4\uc5b4\uc628 \uc8fc\ubb38)\uacfc \uc0dd\uc0b0(Production: \uc0dd\uc0b0\ub7c9)\uc740 \uc804\uc6d4\ubcf4\ub2e4 \uc131\uc7a5 \uc18d\ub3c4\uac00 \ub454\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uace0\uc6a9(Employment)\uacfc \uc7ac\uace0(Inventories: \uae30\uc5c5\uc774 \ubcf4\uc720\ud55c \uc7ac\uace0 \ubb3c\ub7c9)\ub294 \uacc4\uc18d \uc218\ucd95 \uad6c\uac04\uc5d0 \uba38\ubb3c\ub800\uc2b5\ub2c8\ub2e4.\n\n\ubc1c\ud45c \uc774\ud6c4 \ubbf8 \ub2ec\ub7ec\ub294 \uac15\uc138\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub2ec\ub7ec\uc9c0\uc218(USD Index: \ub2ec\ub7ec \uac00\uce58\ub97c \uc5ec\ub7ec \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44\ub85c \ubb36\uc5b4 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\ub294 \uae30\uc0ac \uc791\uc131 \uc2dc\uc810\uc5d0 98.46\uc73c\ub85c, \ub2f9\uc77c 0..85% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.\n\n<h3>Positioning For Rates Dollar And Volatility<\/h3>\n\uc774 \ubcc0\ud654\ub294 2025\ub144 \ub0b4\ub0b4 \ud06c\uac8c \uac15\ud574\uc84c\ub358 \ubbf8 \ub2ec\ub7ec\uac00 \uace0\uc810\uc744 \ucc0d\uc5c8\uc744 \uac00\ub2a5\uc131\ub3c4 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \ub2e4\ub978 \uc911\uc559\uc740\ud589\ub4e4\uacfc\uc758 \uae08\ub9ac \ucc28\uc774(interest rate differentials: \ub098\ub77c\ubcc4 \uae30\uc900\uae08\ub9ac \uaca9\ucc28)\uac00 \uc904\uc5b4\ub4e4\uae30 \uc2dc\uc791\ud558\uba74 \ub2ec\ub7ec \uac15\uc138\uac00 \ub418\ub3cc\ub824\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4. \ud30c\uc0dd\uc0c1\ud488(derivatives: \uae30\ucd08\uc790\uc0b0 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uac12\uc774 \uc815\ud574\uc9c0\ub294 \uc0c1\ud488) \uc804\ub7b5\uc73c\ub85c\ub294, FXE(\uc720\ub85c)\ub098 FXY(\uc5d4) \uac19\uc740 \ud1b5\ud654 \ucd94\uc885 ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc: \uc8fc\uc2dd\ucc98\ub7fc \uac70\ub798\ub418\ub294 \ud380\ub4dc)\uc758 \ucf5c\uc635\uc158(call options: \ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud574 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ubc18\ub300\ud558\ub294 \ubc29\ud5a5\uc744 \ub178\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub9c8\uc9c0\ub9c9\uc73c\ub85c \uc8fc\uc2dd\uc2dc\uc7a5\uc740 \uacbd\uae30 \ub454\ud654\uc640 \ud5a5\ud6c4 \uae08\ub9ac \uc778\ud558 \uae30\ub300 \uc0ac\uc774\uc5d0\uc11c \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c4 \uad6c\uac04\uc5d0 \ub4e4\uc5b4\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc740 \ubcc0\ub3d9\uc131(volatility: \uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)\uc774 \ucee4\uc9c0\uae30 \uc26c\uc6b0\uba70, \uc2dc\uc7a5\uc774 \ubc29\ud5a5\uc744 \uc7a1\uae30 \uc804\uc774\ub358 2023\ub144 \ucd08\uc758 \ud070 \ud754\ub4e4\ub9bc\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud569\ub2c8\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 VIX(\ubcc0\ub3d9\uc131\uc9c0\uc218: S&#038;P 500\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc744 \ubc18\uc601\ud558\ub294 \uc9c0\ud45c) \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\uac70\ub098, S&#038;P 500\uc5d0 \uc2a4\ud2b8\ub798\ub4e4(straddle: \uac19\uc740 \ub9cc\uae30\u00b7\uac19\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uacfc \ud48b\uc744 \ud568\uaed8 \uc0ac\uc11c \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \uc6c0\uc9c1\uc784\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\uc744 \uc0ac\uc6a9\ud574 \ud5a5\ud6c4 \uba87 \uc8fc \uc548\uc5d0 \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ubbf8 \uc81c\uc870\uc5c5\uc740 2\uc6d4 \uc644\ub9cc\ud55c \ud655\uc7a5(ISM 52.4)\ud588\uc9c0\ub9cc \uace0\uc6a9\uc740 \uc704\ucd95, \ubb3c\uac00\uc555\ub825\uc740 \uae09\ub4f1. \ub2ec\ub7ec\ub294 \uacac\uc870\ud588\uc73c\ub098, \uc778\ud50c\ub808 \ub454\ud654\ub85c \uc5f0\uc900\uc758 3\ubd84\uae30 \uae08\ub9ac\uc778\ud558 \uae30\ub300\uc640 \ubcc0\ub3d9\uc131 \ud655\ub300. &#8211; 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-48239","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\/48239","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=48239"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48239\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=48239"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=48239"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=48239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}