{"id":49392,"date":"2026-06-08T15:23:52","date_gmt":"2026-06-08T15:23:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ea%b2%bd%ea%b8%b0%ec%b9%a8%ec%b2%b4-%ec%9a%b0%eb%a0%a4%ec%99%80-%ec%ba%90%eb%82%98%eb%8b%a4%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ea%b8%88%eb%a6%ac%ec%9d%b8\/"},"modified":"2026-06-08T15:23:52","modified_gmt":"2026-06-08T15:23:52","slug":"%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ea%b2%bd%ea%b8%b0%ec%b9%a8%ec%b2%b4-%ec%9a%b0%eb%a0%a4%ec%99%80-%ec%ba%90%eb%82%98%eb%8b%a4%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ea%b8%88%eb%a6%ac%ec%9d%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ea%b2%bd%ea%b8%b0%ec%b9%a8%ec%b2%b4-%ec%9a%b0%eb%a0%a4%ec%99%80-%ec%ba%90%eb%82%98%eb%8b%a4%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ea%b8%88%eb%a6%ac%ec%9d%b8\/","title":{"rendered":"\ub77c\ubcf4\ubc45\ud06c, \uacbd\uae30\uce68\uccb4 \uc6b0\ub824\uc640 \uce90\ub098\ub2e4\uc911\uc559\uc740\ud589 \uae08\ub9ac\uc778\uc0c1 \ubca0\ud305 \ucda9\ub3cc \uc18d \uce90\ub098\ub2e4\ub2ec\ub7ec \uacf5\ub9e4\ub3c4 \uae09\uc99d \uacbd\uace0"},"content":{"rendered":"<p>\ub77c\ubcf4\ubc45\ud06c(Rabobank)\uc5d0 \ub530\ub974\uba74 \uce90\ub098\ub2e4\ub2ec\ub7ec(CAD)\uc758 \uc21c(\ub137) \uc20f \ud3ec\uc9c0\uc158\uc740 \uc57d 36% \uc99d\uac00\ud558\uba70 2025\ub144 12\uc6d4 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud588\ub2e4. CAD\ub294 5\uc6d4 G10 \ud1b5\ud654 \uac00\uc6b4\ub370 \ub450 \ubc88\uc9f8\ub85c \ubd80\uc9c4\ud55c \uc131\uacfc\ub97c \uae30\ub85d\ud588\ub294\ub370, \uad6d\ub0b4 \uacbd\uae30 \uc9c0\ud45c\uac00 \ub454\ud654\ub418\ub294 \uac00\uc6b4\ub370 \ud3ec\uc9c0\uc154\ub2dd\uc774 \uc57d\ud654\ub41c \uc601\ud5a5\uc774 \ucef8\ub2e4.<\/p>\n<p>1\ubd84\uae30 \uce90\ub098\ub2e4 GDP\ub294 \uc804\uae30 \ub300\ube44 \uc5f0\uc728(\uc5f0\ud658\uc0b0) -0.1%\ub85c \ud6c4\ud1f4\ud558\uba70 \uae30\uc220\uc801 \uacbd\uae30\uce68\uccb4(technical recession)\uc640 \ubd80\ud569\ud558\ub294 \uc218\uce58\ub97c \ub098\ud0c0\ub0c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \uc2dc\uc7a5\uc740 \uc5f0\ub9d0\uae4c\uc9c0 \uce90\ub098\ub2e4\uc740\ud589(BoC)\uc774 \uc57d 1.25\ud68c \uc778\uc0c1\ud560 \uac83\uc73c\ub85c \uc5ec\uc804\ud788 \ubc18\uc601\ud558\uace0 \uc788\uc5b4, \uacbd\uae30 \uc218\ucd95\uc5d0\ub3c4 \ucd94\uac00 \uae34\ucd95\uc744 \uae30\ub300\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<h3>\uc57d\uc138 \uc2dc\uc7a5 \uc2ec\ub9ac\uc640 \ud3ec\uc9c0\uc154\ub2dd \ub9ac\uc2a4\ud06c<\/h3>\n<p>\uce90\ub098\ub2e4\ub2ec\ub7ec\uc5d0 \ub300\ud55c \uc20f \ud3ec\uc9c0\uc158\uc774 \ub192\uc740 \uc218\uc900\uc5d0 \uc788\ub294 \ub9cc\ud07c, \uc2dc\uc7a5\uc774 \ucd94\uac00 \uc57d\uc138\uc5d0 \uac15\ud558\uac8c \uce58\uc6b0\uccd0 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub7ec\ud55c \uc2ec\ub9ac\ub294 1\ubd84\uae30 GDP\uac00 -0.1%\ub85c \ub098\uc624\uba70 \uce90\ub098\ub2e4\uac00 \uae30\uc220\uc801 \uacbd\uae30\uce68\uccb4\uc5d0 \uc9c4\uc785\ud588\ub2e4\ub294 \uc810\uc5d0\uc11c \ub4b7\ubc1b\uce68\ub41c\ub2e4. 5\uc6d4 CAD\uc758 \ubd80\uc9c4\ud55c \uc131\uacfc \uc5ed\uc2dc \ub2f9\ubd84\uac04 \uc57d\uc138 \uc804\ub9dd\uc744 \uac15\ud654\ud55c\ub2e4.<\/p>\n<p>\uc6b0\ub9ac\ub85c\uc11c\ub294 \uc2dc\uc7a5\uc774 \uc5f0\ub9d0\uae4c\uc9c0 BoC\uc758 \uae30\uc900\uae08\ub9ac \uc778\uc0c1 1.25\ud68c\ub97c \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc774 \uac00\uc7a5 \ud070 \uc758\ubb38\uc774\ub2e4. \uc774\ub294 \ubd80\uc9c4\ud55c \uc131\uc7a5\uacfc \uace0\ucc29\ud654\ub41c \uc778\ud50c\ub808\uc774\uc158 \uac04\uc758 \ud070 \ucda9\ub3cc\uc744 \uc2dc\uc0ac\ud558\uba70, 2026\ub144 5\uc6d4 \ucd5c\uc2e0 CPI\uac00 \uc644\uace0\ud558\uac8c 3.1%\uc5d0 \uba38\ubb3c\ub800\ub2e4\ub294 \uc810\uc774 \uc774\ub97c \ud655\uc778\ud588\ub2e4. \uacbd\uc81c\uc9c0\ud45c\uc640 \uae08\ub9ac \uae30\ub300 \uac04 \uad34\ub9ac\ub294 \ud1b5\ud654\uc5d0 \uae34\uc7a5\ub41c \ud658\uacbd\uc744 \ub9cc\ub4e4\uace0 \uc788\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \uc57d\uc138 \ubaa8\uba58\ud140\uc5d0 \ub9de\ucdb0 CAD \ud48b\uc635\uc158 \ub9e4\uc218\ub97c \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub294 \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud558\uba74\uc11c \ubd80\uc815\uc801 \uc2ec\ub9ac\ub97c \ud65c\uc6a9\ud558\ub294 \uc804\ub7b5\uc774\uba70, \uc9c0\ub09c\uc8fc \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0\uc11c \uc2e4\uc5c5\ub960\uc774 6.3%\ub85c \uc0c1\uc2b9\ud55c \uc810\uc774 \uc774\ub7ec\ud55c \uc2ec\ub9ac\ub97c \ucd94\uac00\ub85c \uc9c0\uc9c0\ud588\ub2e4. \uacbd\uae30\uce68\uccb4\uc131 \uc9c0\ud45c\ub294 \uc2dc\uc7a5\uc774 \ubc18\uc601\ud558\ub294 \ub9e4\ud30c\uc801(\uae34\ucd95\uc801) \uc2a4\ud0e0\uc2a4\ub97c BoC\uac00 \uc815\ub2f9\ud654\ud558\uae30 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4.<\/p>\n<p>\ub2e4\ub9cc, \ub300\uaddc\ubaa8 \uc20f \uc2a4\ud034\uc988(short squeeze) \uc704\ud5d8\uc774 \ud604\uc7ac \ub9e4\uc6b0 \ub192\ub2e4. \ub530\ub77c\uc11c \ud5e4\uc9c0 \ubaa9\uc801 \ub610\ub294 BoC\uc758 \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0 \ub300\ud55c \ud22c\uae30\uc801 \ubca0\ud305\uc73c\ub85c \uc800\ub834\ud55c \uc678\uac00\uaca9(out-of-the-money) \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud560 \ud544\uc694\uac00 \uc788\ub2e4. 2024\ub144 \ub9d0\uc5d0\ub3c4 \uc77c\ubcf8 \uc5d4\ud654\uc5d0 \uc20f\uc774 \uacfc\ubc00\ud574\uc9c4 \uc0c1\ud669\uc5d0\uc11c \uc791\uc740 \uc815\ucc45 \ubcc0\ud654 \uc774\ud6c4 \uc20f \ucee4\ubc84\uac00 \uae09\uaca9\ud788 \ubc1c\uc0dd\ud558\uba70 \uae09\ub4f1 \ub7a0\ub9ac\uac00 \ub098\ud0c0\ub09c \uc720\uc0ac\ud55c \uc804\uac1c\uac00 \uc788\uc5c8\ub2e4.<\/p>\n<h3>BoC\ub97c \uc55e\ub454 \uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c\uc640 \ubcc0\ub3d9\uc131 \uc804\ub7b5<\/h3>\n<p>7\uc6d4 10\uc77c \uc608\uc815\ub41c \ub2e4\uc74c BoC \ud1b5\ud654\uc815\ucc45\ud68c\uc758\uc5d0 \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc774 \uc9d1\uc911\ub420 \uc804\ub9dd\uc774\ub2e4. \uc774 \uc774\ubca4\ud2b8\ub294 \uc57d\uc138 \ucd94\uc138\ub97c \ud655\uc778\ud574\uc8fc\uac70\ub098, \uc6b0\ub824\ub418\ub294 \uc20f \uc2a4\ud034\uc988\ub97c \ucd09\ubc1c\ud560 \uc218 \uc788\ub294 \ud575\uc2ec \ucd09\ub9e4\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uacbd\uae30\uce68\uccb4\uc640 \uc778\ud50c\ub808\uc774\uc158\uc758 \uae34\uc7a5 \uad00\uacc4\ub97c \uac10\uc548\ud558\uba74, \uc720\uc758\ubbf8\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc740 \uac70\uc758 \ud655\uc2e4\ud574 \ubcf4\uc778\ub2e4.<\/p>\n<p>\ub530\ub77c\uc11c \ucf5c\uacfc \ud48b\uc744 \ub3d9\uc77c\ud55c \ud589\uc0ac\uac00\uc640 \ub9cc\uae30\ub85c \ub3d9\uc2dc\uc5d0 \ub9e4\uc218\ud558\ub294 \ub871 \uc2a4\ud2b8\ub798\ub4e4(long options straddle) \ub4f1 \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc5d0 \uac00\uce58\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub294 7\uc6d4 BoC \ud68c\uc758 \uc774\ud6c4 CAD\uac00 \uc5b4\ub290 \ubc29\ud5a5\uc73c\ub85c\ub4e0 \ud06c\uac8c \uc6c0\uc9c1\uc77c \uacbd\uc6b0 \uc218\uc775\uc774 \uac00\ub2a5\ud574, \uacb0\uacfc\ub97c \uc815\ud655\ud788 \ub9de\ud600\uc57c \ud558\ub294 \ubd80\ub2f4\uc744 \uc904\uc5ec\uc900\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cCAD \uacf5\ub9e4\ub3c4 36% \uae09\uc99d\u201d\u2026\ub77c\ubcf4\ubc45\ud06c, \uce90\ub098\ub2e4\ub2ec\ub7ec 12\uc6d4 \uc774\ud6c4 \ucd5c\ub300 \uc20f\uc5d0 \uc57d\uc138 \uc2ec\ub9ac \uace0\uc870. GDP -0.1%\u00b7\uc2e4\uc5c5\ub960 6.3%\uc5d0\ub3c4 BoC 1.25\ud68c \uc778\uc0c1 \uae30\ub300 \uad34\ub9ac. 7\uc6d4 10\uc77c \ud68c\uc758 \ubcc0\uc218\ub85c \ud48b\u00b7OTM\ucf5c\u00b7\ub871\uc2a4\ud2b8\ub798\ub4e4 \uc8fc\ubaa9.<\/p>\n","protected":false},"author":87,"featured_media":47723,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49392","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\/49392","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=49392"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49392\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47723"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}