{"id":48787,"date":"2026-06-15T21:52:38","date_gmt":"2026-06-15T21:52:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%a7%80%ec%a0%95%ed%95%99%ec%a0%81-%ea%b8%b4%ec%9e%a5-%ec%99%84%ed%99%94%ec%97%90%eb%8f%84-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89%c2%b7%ea%b3%a0%ea%b8%88%eb%a6%ac-%ec%9e%a5%ea%b8%b0%ed%99%94%c2%b7\/"},"modified":"2026-06-15T21:52:38","modified_gmt":"2026-06-15T21:52:38","slug":"%ec%a7%80%ec%a0%95%ed%95%99%ec%a0%81-%ea%b8%b4%ec%9e%a5-%ec%99%84%ed%99%94%ec%97%90%eb%8f%84-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89%c2%b7%ea%b3%a0%ea%b8%88%eb%a6%ac-%ec%9e%a5%ea%b8%b0%ed%99%94%c2%b7","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a7%80%ec%a0%95%ed%95%99%ec%a0%81-%ea%b8%b4%ec%9e%a5-%ec%99%84%ed%99%94%ec%97%90%eb%8f%84-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89%c2%b7%ea%b3%a0%ea%b8%88%eb%a6%ac-%ec%9e%a5%ea%b8%b0%ed%99%94%c2%b7\/","title":{"rendered":"\uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \uc644\ud654\uc5d0\ub3c4 \uc911\uc559\uc740\ud589\u00b7\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u00b7\ubcc0\ub3d9\uc131\uc5d0 \uc3e0\ub9b0 \uc2dc\uc7a5\uc758 \uc2dc\uc120"},"content":{"rendered":"<p>BNY\uc758 \ud55c \ucf54\uba58\ud130\ub9ac\ub294 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \uc644\ud654\uc5d0 \ub530\ub978 \uc704\ud5d8\uc120\ud638 \uac1c\uc120\uc5d0\ub3c4 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 \uc911\uc559\uc740\ud589 \uc815\ucc45\uacfc \uae00\ub85c\ubc8c \uc131\uc7a5\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc5d0\uc11c \ubc97\uc5b4\ub098\uc9c0 \uc54a\uc558\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. \uc804\ubc18\uc801\uc778 \ud658\uacbd\uc774 \ub2e4\uc18c \uc548\uc815\ub418\ub294 \ubaa8\uc2b5\uc774\uc9c0\ub9cc, \uac70\ub798 \uc5ec\uac74\uc740 \uc5ec\uc804\ud788 \uc778\ud50c\ub808\uc774\uc158, \uae08\ub9ac, \uc790\ubcf8 \ud750\ub984\uc5d0 \ub300\ud55c \uc6b0\ub824\uc5d0 \uc758\ud574 \uc88c\uc6b0\ub418\uace0 \uc788\ub2e4.  <\/p>\n<p>\uc2dc\uc7a5\uc5d0\uc11c\ub294 ECB\uc758 \uae34\ucd95 \uae30\uc870\uc640 \ud568\uaed8 \uc5f0\uc900(Fed) \ubc0f \uc77c\ubcf8\uc740\ud589(BoJ)\uc758 \ud5a5\ud6c4 \uacb0\uc815\uc744 \uc800\uc6b8\uc9c8\ud558\uace0 \uc788\uc73c\uba70, \uae08\ub9ac\uac00 \u201c\ub354 \ub192\uac8c, \ub354 \uc624\ub798(higher for longer)\u201d \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\ub3c4 \uac70\ub860\ub41c\ub2e4. \uc911\uad6d\uacfc \uad00\ub828\ud574\uc11c\ub294 \ub300\uc678 \uc218\uc694\uc640 \uc548\uc815\uc801\uc778 \uc2e0\uc6a9\ub4f1\uae09\uc774 \uc804\ub9dd\uc744 \uc9c0\uc9c0\ud558\ub294 \uc694\uc778\uc73c\ub85c \ud3c9\uac00\ub410\uc9c0\ub9cc, \uc8fc\uc2dd \uc790\uae08 \uc720\ucd9c\uc774 \uc9c0\uc18d\ub418\uace0 \ubc29\uc5b4\uc801 \ucc44\uad8c \ub9e4\uc218\uac00 \uc774\uc5b4\uc9c0\ub294 \uc810\uc740 \uae00\ub85c\ubc8c \uc131\uc7a5\uacfc \uc2dc\uc7a5\uc758 \ub0b4\uad6c\uc131\uc5d0 \ub300\ud55c \uacbd\uacc4\uc2ec\uc774 \uc5ec\uc804\ud568\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<h3>\uc911\uc559\uc740\ud589 \uacb0\uc815 \uc55e\ub454 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uacfc \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>\uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \uc644\ud654\ub418\uace0 \uc788\uc74c\uc5d0\ub3c4 \uc2dc\uc7a5\uc758 \ucd08\uc810\uc740 \uc911\uc559\uc740\ud589 \uc815\ucc45\uacfc \uae00\ub85c\ubc8c \uc131\uc7a5\uc5d0 \uace0\uc815\ub3fc \uc788\ub2e4. \ucd5c\uadfc 5\uc6d4 \ubbf8\uad6d CPI(\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218)\uac00 3.1%\ub97c \uae30\ub85d\ud558\uba70 \uc18c\ud3ed \uc548\ub3c4\uac10\uc744 \uc92c\uc9c0\ub9cc, \u201c\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u201d \uc11c\uc0ac\ub97c \ubc14\uafc0 \uc815\ub3c4\ub294 \uc544\ub2c8\ub77c\ub294 \ud310\ub2e8\uc774\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc6b0\ub9ac\ub294 \uc774\ub2ec \ub9d0 \uc608\uc815\ub41c FOMC(\uc5f0\ubc29\uacf5\uac1c\uc2dc\uc7a5\uc704\uc6d0\ud68c) \ud68c\uc758\ub97c \uc55e\ub450\uace0 \ub9e4\ud30c\uc801 \ub3d9\uacb0(hawkish pause)\uc5d0 \ub300\ube44\ud558\uae30 \uc704\ud574 \uc5f0\ubc29\uae30\uae08\uae08\ub9ac(Fed Funds) \uc120\ubb3c \uc635\uc158\uc744 \ud65c\uc6a9\ud574 \ud3ec\uc9c0\uc158\uc744 \uad6c\ucd95\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc911\uc559\uc740\ud589 \uacb0\uc815\uc744 \uc55e\ub454 \ubd88\ud655\uc2e4\uc131\uc740 \ubcc0\ub3d9\uc131\uc744 \ub192\uc740 \uc218\uc900\uc73c\ub85c \uc720\uc9c0\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, VIX \uc9c0\uc218\ub294 19 \ubd80\uadfc\uc5d0\uc11c \ub4f1\ub77d\ud558\uace0 \uc788\ub2e4. \uae09\uaca9\ud55c \uc2dc\uc7a5 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud55c \uc77c\ubd80 \ubc29\uc5b4 \ud3ec\uc9c0\uc158 \ubcf4\uc720\uac00 \ud0c0\ub2f9\ud558\ub2e4\uace0 \ubcf8\ub2e4. \uc5f0\uc900 \ubc1c\ud45c \uc774\ud6c4 \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \uc720\uc758\ubbf8\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc774 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \uc218\uc775\uc744 \ub178\ub9b4 \uc218 \uc788\ub3c4\ub85d SPX \uc9c0\uc218 \uc2a4\ud2b8\ub798\ub4e4(straddle) \uc804\ub7b5\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4.<\/p>\n<h3>\uae00\ub85c\ubc8c \uc911\uc559\uc740\ud589 \uc815\ucc45, FX \uc2dc\uc7a5, \ub2e8\uae30 \ub4c0\ub808\uc774\uc158 \uc804\ub7b5<\/h3>\n<p>\uae00\ub85c\ubc8c \uce21\uba74\uc5d0\uc11c \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB)\uc740 \ub9e4\ud30c \uae30\uc870\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubcf8\uc740\ud589(BoJ)\uc774 \uc870\ub9cc\uac04 \uc815\ucc45\uc744 \uc870\uc815\ud560 \uc218 \uc788\ub2e4\ub294 \uc9c0\uc18d\uc801\uc778 \uad00\uce21\uc774 \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc744 162\uc120 \ub0b4\uc678\uc758 \uc218\uc2ed \ub144\ub798 \uace0\uc810\uc73c\ub85c \ubc00\uc5b4\uc62c\ub9ac\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5e4\uc9c0 \ub610\ub294 \ud22c\uc790 \ubaa9\uc801\uc5d0\uc11c \ud1b5\ud654 \ud30c\uc0dd\uc0c1\ud488\uc774 \ud2b9\ud788 \ub9e4\ub825\uc801\uc73c\ub85c \ubd80\uac01\ub41c\ub2e4. \uc6b0\ub9ac\ub294 BoJ\uc758 \uc5b4\ub5a4 \uc2e0\ud638\uac00 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uc758 \uae09\uaca9\ud55c \ub418\ub3cc\ub9bc\uc744 \ucd09\ubc1c\ud560 \uc218 \uc788\ub294\uc9c0 \uba74\ubc00\ud788 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc911\uad6d\uc758 \uc218\ucd9c \uc99d\uac00\uc728\uc774 \uc804\ub144 \ub300\ube44 5%\ub97c \uae30\ub85d\ud558\uba70 \uc77c\ubd80 \uc9c0\uc9c0 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc9c0\ub9cc, \uc678\uad6d\uc778 \ud22c\uc790\uc790\ub4e4\uc774 \uc9c0\ub09c \ubd84\uae30 \ubcf8\ud1a0 \uc8fc\uc2dd\uc5d0\uc11c 150\uc5b5\ub2ec\ub7ec \uc774\uc0c1\uc744 \ud68c\uc218\ud558\ub294 \ub4f1 \uc790\ubcf8 \uc720\ucd9c\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\ub2e4\ub294 \uc810\uc5d0 \uc8fc\ubaa9\ud55c\ub2e4. \uc774\ub294 \ud68c\ubcf5\uc138\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uacbd\uacc4\uac00 \ub0a8\uc544 \uc788\uc74c\uc744 \ud655\uc778\ud574\uc900\ub2e4. \uc6b0\ub9ac\ub294 \ucd94\uac00 \uc57d\uc138\uc5d0 \ub300\ube44\ud55c \ube44\uc6a9 \ud6a8\uc728\uc801 \ud5e4\uc9c0 \uc218\ub2e8\uc73c\ub85c \uc911\uad6d \uad00\ub828 ETF\uc5d0 \ub300\ud55c \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ud575\uc2ec \ud14c\ub9c8\ub294 \uc218\uc775\ub960(\uae08\ub9ac)\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\uace0, \uc774\ub294 \uc131\uc7a5\uc8fc \uc131\uaca9\uc758 \uc790\uc0b0\uc5d0 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4\ub294 \uc810\uc774\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \uc774\ub7ec\ud55c \ud658\uacbd\uc740 \ub2e8\uae30 \ub4c0\ub808\uc774\uc158(short duration) \uc804\ub7b5\uc5d0 \uc720\ub9ac\ud588\ub2e4. \uc6b0\ub9ac\ub294 \uc7a5\uae30 \ub4c0\ub808\uc774\uc158 \uad6d\ucc44 ETF \uc635\uc158\uc744 \ud65c\uc6a9\ud574 \uae08\ub9ac\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uac70\ub098 \ucd94\uac00 \uc0c1\uc2b9\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ud3ec\uc9c0\uc154\ub2dd\uc744 \uc774\uc5b4\uac00\uace0 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c \uc644\ud654\uc5d0\ub3c4 \uc2dc\uc7a5 \uc2dc\uc120\uc740 \uc911\uc559\uc740\ud589\uacfc \uc131\uc7a5\uc5d0 \uc9d1\uc911. ECB \ub9e4\ud30c, Fed \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019 \uacbd\uacc4, BoJ \ubcc0\uc218\ub85c \ubcc0\ub3d9\uc131 \uc9c0\uc18d. \uc635\uc158\u00b7\ub2e8\uae30 \ub4c0\ub808\uc774\uc158\u00b7\uc911\uad6d \ud5e4\uc9c0\ub85c \ubc29\uc5b4\/\uae30\ud68c \ubcd1\ud589.<\/p>\n","protected":false},"author":87,"featured_media":47709,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48787","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\/48787","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=48787"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48787\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47709"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=48787"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=48787"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=48787"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}