\uc911\ub3d9 \uc9c0\uc5ed \uae34\uc7a5 \uace0\uc870\uc640 \ubbf8\uad6d \uad6d\ucc44\uae08\ub9ac \uc0c1\uc2b9\uc774 \uc704\ud5d8\ud68c\ud53c(risk-off) \uae30\uc870\ub97c \ub4b7\ubc1b\uce68\ud558\uba74\uc11c \ub2ec\ub7ec\ub294 2\uac1c\uc6d4\ub798 \uace0\uc810\uc5d0\uc11c \uc9c0\uc9c0\ub97c \ubc1b\uace0 \uc788\ub2e4. \ube0c\ub80c\ud2b8\uc720\ub294 \ud55c\ub54c \ubc30\ub7f4\ub2f9 97\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud558\uba70 \uc5d0\ub108\uc9c0 \uacf5\uae09 \ucc28\uc9c8\uc5d0 \ub300\ud55c \uc6b0\ub824\uc640 \ud568\uaed8 \uae00\ub85c\ubc8c \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc774 \uc7ac\ucc28 \ub192\uc544\uc9c8 \uc218 \uc788\ub2e4\ub294 \uacbd\uacc4\uac10\uc744 \ud0a4\uc6e0\ub2e4. \uc2dc\uc7a5\uc740 \uc720\ub3d9\uc131\uacfc \uc548\uc804\uc790\uc0b0 \uc120\ud638\ub85c \uae30\uc6b8\uc5c8\uace0, \uae08\uc735\uc5ec\uac74\uc774 \uae34\ucd95\ub418\ub294 \uac00\uc6b4\ub370 \ub2ec\ub7ec\ub294 \uacac\uc870\ud55c \ud750\ub984\uc744 \uc720\uc9c0\ud588\ub2e4.<\/p>\n
\uc2e0\ud765\uad6d \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ub2f9\uad6d\uc758 \ubc29\uc5b4\uc131 \uc870\uce58\uc5d0 \ud798\uc785\uc5b4 \uc6d0\ud654(KRW)\uac00 \uac15\uc138\ub97c \ubcf4\uc778 \ubc18\uba74, \ub9d0\ub808\uc774\uc2dc\uc544 \ub9c1\uae43(MYR), \uc778\ub3c4\ub124\uc2dc\uc544 \ub8e8\ud53c\uc544(IDR), \ud5dd\uac00\ub9ac \ud3ec\ub9b0\ud2b8(HUF), \uc778\ub3c4 \ub8e8\ud53c(INR)\ub294 \uc57d\uc138\ub97c \ub098\ud0c0\ub0c8\ub2e4. \uc774\ub294 \ud604\uc7ac\uc758 \uae08\ub9ac \uc218\uc900\uc774 \ub192\uc544\uc9c4 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub97c \ubcf4\uc0c1\ud558\uae30\uc5d0 \ucda9\ubd84\ud558\uc9c0 \uc54a\ub2e4\ub294 \uc2dc\uac01\uacfc \ubd80\ud569\ud55c\ub2e4. \uc5d4\ud654(JPY)\uc640 \uc774\uc5d0 \ub530\ub978 \uac1c\uc785 \ub9ac\uc2a4\ud06c\ub3c4 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc0ac\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c \ub2ec\ub7ec \ubc29\ud5a5\uc131\uc740 \ubd84\uc7c1 \uc804\uac1c, \uc720\uac00 \uc6c0\uc9c1\uc784, \uae00\ub85c\ubc8c \uc704\ud5d8\uc120\ud638 \uc804\ubc18\uc5d0 \uc5f0\ub3d9\ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc73c\uba70, \uc774\ub294 \ubbf8\uad6d \uc18c\ube44\uc790\uc758 \uc5ec\ub984\ucca0 \uc218\uc694\uc5d0\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub2e4.<\/p>\n
\uc2dc\uc7a5\uc740 \uc9c0\uc815\ud559\uc801 \ubd84\uc7c1\uc758 \uc9c0\uc18d\uacfc \uc5d0\ub108\uc9c0 \uac00\uaca9\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc73c\ub85c \uc704\ud5d8\ud68c\ud53c \ubaa8\ub4dc\uac00 \ud655\uace0\ud574\uc9c4 \uac83\uc73c\ub85c \ud310\ub2e8\ub41c\ub2e4. \uc548\uc804\uc790\uc0b0 \uc120\ud638 \uc790\uae08 \uc720\uc785 \uc18d\uc5d0 \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY)\ub294 107\uc120 \ubd80\uadfc\uc5d0\uc11c \uacac\uc870\ud558\uac8c \ubc84\ud2f0\uba70 \uc218\uac1c\uc6d4\ub798 \ucd5c\uace0 \uc218\uc900\uc744 \uae30\ub85d\ud558\uace0 \uc788\ub2e4. 10\ub144\ubb3c \ubbf8 \uad6d\ucc44\uae08\ub9ac\ub3c4 4.5% \uc548\ud30e\uc5d0\uc11c \ub4f1\ub77d\ud558\uba70 \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\uc74c\uc744 \ubc18\uc601\ud55c\ub2e4.<\/p>\n
\ud575\uc2ec \ub3d9\uc778\uc740 \uc720\uac00 \uae09\ub4f1\uc774\ub2e4. \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c\uc740 \ud604\uc7ac \ubc30\ub7f4\ub2f9 105\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud558\uba70 \uac70\ub798\ub418\uace0 \uc788\ub2e4. \uc774\ub294 \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300\uc5d0 \uc9c1\uc811 \ubc18\uc601\ub418\uace0 \uc788\uc73c\uba70, \ucd5c\uadfc CPI\uac00 \uc804\ub144 \ub300\ube44 3.6%\ub85c \ub048\uc801\ud55c(sticky) \ud750\ub984\uc744 \ubcf4\uc778 \uc774\ud6c4 \uadf8 \uc601\ud5a5\uc774 \ub354 \ucee4\uc84c\ub2e4. \uc2dc\uc7a5\uc740 \uc62c\ud574 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \uc774\uc804\ubcf4\ub2e4 \ub0ae\uac8c \ubc18\uc601\ud558\ub294 \ucabd\uc73c\ub85c \uc7ac\uac00\uaca9\ud654\ud558\uace0 \uc788\ub2e4.<\/p>\n
\ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c \uc774\ub7f0 \ud658\uacbd\uc740 \ub2ec\ub7ec \uac15\uc138(\uc0c1\ubc29)\uc640 \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ub300\ud55c \uc775\uc2a4\ud3ec\uc800\ub97c \ubcf4\uc720\ud558\ub294 \uc804\ub7b5\uc774 \uc720\ub9ac\ud558\ub2e4\ub294 \uc2dc\uadf8\ub110\ub85c \ud574\uc11d\ub41c\ub2e4. UUP \ub4f1 \ub2ec\ub7ec \ucd94\uc885 ETF\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158 \ub9e4\uc218 \ub610\ub294 \ucd5c\uadfc 22\ub97c \uc0c1\ud68c\ud55c VIX\uc5d0 \ub300\ud55c \uc0c1\ubc29 \ud3ec\uc9c0\uc158\uc774 \ud5a5\ud6c4 \uc218\uc8fc\uac04\uc758 \ubc29\uc5b4\uc801 \uc804\ub7b5\uc73c\ub85c \ud0c0\ub2f9\ud558\ub2e4\uace0 \ubcf8\ub2e4. \ubd88\ud655\uc2e4\uc131\uc774 \ud655\ub300\ub420 \uacbd\uc6b0 \ud574\ub2f9 \ud3ec\uc9c0\uc158\uc774 \uc218\uc775\uc744 \ub0bc \uc5ec\uc9c0\uac00 \ud06c\ub2e4.<\/p>\n
\ud5dd\uac00\ub9ac \ud3ec\ub9b0\ud2b8\ubd80\ud130 \uc778\ub3c4 \ub8e8\ud53c\uae4c\uc9c0 \uc2e0\ud765\uad6d \ud1b5\ud654\uc758 \uc57d\uc138\ub3c4 \ub69c\ub837\ud558\ub2e4. \ud574\ub2f9 \uc9c0\uc5ed\uc758 \ub192\uc740 \uae08\ub9ac \uc218\uc900\uc774 \u2018\uac15\ub2ec\ub7ec\u2019\uc640 \uae00\ub85c\ubc8c \ubd88\uc548\uc815\uc131\uc774\ub77c\ub294 \uc778\uc2dd\ub41c \ub9ac\uc2a4\ud06c\ub97c \uc0c1\uc1c4\ud558\uae30\uc5d0\ub294 \ubd80\uc871\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4. \ub2ec\ub7ec \ub300\ube44 \uc2e0\ud765\uad6d \ud1b5\ud654 \uc120\ubb3c \ub9e4\ub3c4(\uc20f) \ud3ec\uc9c0\uc158\uc774 \uc720\ub9ac\ud55c \uac70\ub798\ub85c \ubcf4\uc778\ub2e4.<\/p>\n
\uc774\ubc88 \uad6d\uba74\uc740 \uc5d0\ub108\uc9c0\ubc1c \uc778\ud50c\ub808\uc774\uc158 \uae09\ub4f1\uc774 \ub098\ud0c0\ub0ac\ub358 2022\ub144\uacfc \uc720\uc0ac\ud558\uac8c \ub290\uaef4\uc9c0\uba70, \ub2f9\uc2dc\uc5d0\ub3c4 \ub2ec\ub7ec\uac00 \uac00\uc7a5 \ud070 \uc218\ud61c\ub97c \uc785\uc5c8\ub2e4. \ud575\uc2ec\uc740 USD\/JPY \ub4f1 \uc8fc\uc694 \ud1b5\ud654\uc30d\uc774\ub2e4. \ub2ec\ub7ec \uac15\uc138\uac00 \uc9c0\uc18d\ub420\uc218\ub85d \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \uc2dc\uc7a5 \uac1c\uc785 \uac00\ub2a5\uc131\uc740 \ub192\uc544\uc9c4\ub2e4. \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \ub2f9\uad6d\uc758 \uacbd\uace0\uc131 \ubc1c\uc5b8 \uc5ec\ubd80\ub97c \uc8fc\uc2dc\ud560 \ud544\uc694\uac00 \uc788\uc73c\uba70, \uc774\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uae09\uaca9\ud55c \ub418\ub3cc\ub9bc\uc744 \uc720\ubc1c\ud560 \uc218 \uc788\ub2e4.<\/p>\n
\ud5a5\ud6c4 \uc8fc\uc694 \ub9ac\uc2a4\ud06c\ub294 \ub192\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uc5ec\ub984\ucca0\ub85c \uc811\uc5b4\ub4dc\ub294 \uc18c\ube44\uc9c0\ucd9c\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce58\ub290\ub0d0\ub2e4. XLE \ub4f1 \uc5d0\ub108\uc9c0 \uc139\ud130 ETF \ud3ec\uc9c0\uc158\uc744 \uba74\ubc00\ud788 \ubaa8\ub2c8\ud130\ub9c1\ud558\uba74\uc11c, \uace0\uc720\uac00\uc5d0 \ub530\ub978 \ucd94\uac00 \uac15\uc138\uac00 \uc774\uc5b4\uc9c8\uc9c0 \ub610\ub294 \uc218\uc694 \uc704\ucd95(demand destruction) \uc6b0\ub824\uac00 \ud604\uc2e4\ud654\ub418\uba70 \uc870\uc815\uc774 \ub098\ud0c0\ub0a0\uc9c0\ub97c \uc810\uac80\ud558\uace0 \uc788\ub2e4. \uc774\ub2ec \ub9d0 \ubc1c\ud45c\ub420 \uc18c\ube44\uc2ec\ub9ac \uc9c0\ud45c\ub294 \ud575\uc2ec \ud655\uc778 \uc9c0\ud45c\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\uc911\ub3d9 \uae34\uc7a5\u00b7\ubbf8\uad6d\ucc44 \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \ub9ac\uc2a4\ud06c\uc624\ud504 \ud655\uc0b0, \ub2ec\ub7ec\ub294 DXY 107\uc120 2\uac1c\uc6d4\ub798 \uace0\uc810 \uc9c0\uc9c0. \ube0c\ub80c\ud2b8 100\ub2ec\ub7ec \uc7ac\ub3cc\ud30c\ub85c \uc778\ud50c\ub808 \uc7ac\uc810\ud654, \uc2e0\ud765\uad6d \ud1b5\ud654 \uc57d\uc138\u00b7\uc5d4\ud654 \uac1c\uc785 \ub9ac\uc2a4\ud06c \ubd80\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":47677,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49411","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\/49411","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=49411"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49411\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47677"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}