{"id":49504,"date":"2026-06-09T21:22:38","date_gmt":"2026-06-09T21:22:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ec%ba%90%eb%82%98%eb%8b%a4-%ea%b8%b0%ec%88%a0%ec%a0%81-%ea%b2%bd%ea%b8%b0%ec%b9%a8%ec%b2%b4%c2%b7%eb%ac%b4%ec%97%ad%ec%a0%81%ec%9e%90\/"},"modified":"2026-06-09T21:22:38","modified_gmt":"2026-06-09T21:22:38","slug":"%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ec%ba%90%eb%82%98%eb%8b%a4-%ea%b8%b0%ec%88%a0%ec%a0%81-%ea%b2%bd%ea%b8%b0%ec%b9%a8%ec%b2%b4%c2%b7%eb%ac%b4%ec%97%ad%ec%a0%81%ec%9e%90","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-%ec%ba%90%eb%82%98%eb%8b%a4-%ea%b8%b0%ec%88%a0%ec%a0%81-%ea%b2%bd%ea%b8%b0%ec%b9%a8%ec%b2%b4%c2%b7%eb%ac%b4%ec%97%ad%ec%a0%81%ec%9e%90\/","title":{"rendered":"\ub77c\ubcf4\ubc45\ud06c \u201c\uce90\ub098\ub2e4, \u2018\uae30\uc220\uc801 \uacbd\uae30\uce68\uccb4\u2019\u00b7\ubb34\uc5ed\uc801\uc790\u00b7\uc778\ud50c\ub808\uc774\uc158 \uc555\ubc15 \uacb9\uccd0\u2026\uce90\ub098\ub2e4\uc911\uc559\uc740\ud589 \uc815\ucc45 \uc6b4\uc6a9 \ubcf5\uc7a1\ud574\uc838\u201d"},"content":{"rendered":"<p>\ub77c\ubcf4\ubc45\ud06c\ub294 \uce90\ub098\ub2e4 \uacbd\uc81c\uac00 2\uac1c \ubd84\uae30 \uc5f0\uc18d \uc5ed\uc131\uc7a5\uc744 \uae30\ub85d\ud55c \ub4a4 \ucde8\uc57d\ud55c \uc0c1\ud0dc\uc5d0 \ub193\uc600\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. 1\ubd84\uae30 GDP\ub294 \uc804\ubd84\uae30 \ub300\ube44 \uc5f0\uc728 \ud658\uc0b0 \uae30\uc900 -0.1%\ub85c, \uc9c1\uc804 \ubd84\uae30 -1.0%\uc5d0 \uc774\uc5b4 \u2018\uae30\uc220\uc801 \uce68\uccb4(technical recession)\u2019 \uc815\uc758\uc5d0 \ubd80\ud569\ud588\ub2e4. \ub192\uc740 \ud718\ubc1c\uc720 \uac00\uaca9\uc740 \uc778\ud50c\ub808\uc774\uc158\uc744 \ud1b5\ud574 \uc218\uc694 \ud30c\uad34(demand destruction) \uc704\ud5d8\uc744 \ud0a4\uc6b0\ub294 \uc694\uc778\uc73c\ub85c \uc81c\uc2dc\ub410\uc73c\uba70, \ub300\uc678 \ucda9\uaca9\uc740 \ubbf8\uad6d\uc758 \uad00\uc138\uc640 USMCA(\ubbf8\uad6d\u00b7\uba55\uc2dc\ucf54\u00b7\uce90\ub098\ub2e4 \ud611\uc815)\ub97c \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131\uacfc \uc5f0\uacc4\ub3fc \uae30\uc5c5\u00b7\uc18c\ube44\uc790 \uc2ec\ub9ac\ub97c \uc555\ubc15\ud558\uace0 \uce90\ub098\ub2e4\uc911\uc559\uc740\ud589(BoC) \uc815\ucc45\uc758 \ud30c\uae09 \ubc94\uc704\ub97c \uc81c\uc57d\ud558\ub294 \uac83\uc73c\ub85c \ud3c9\uac00\ub410\ub2e4.<\/p>\n<p>\ubd80\uc9c4\ud55c \ud22c\uc790\uac00 \uc131\uc7a5\uc758 \ud558\ubc29 \uc555\ub825\uc73c\ub85c \uc9c0\ubaa9\ub410\uace0, 2\ubd84\uae30\uc5d0 \uae09\ubc18\ub4f1\ud560 \uc870\uc9d0\uc740 \uc81c\ud55c\uc801\uc774\ub77c\uace0 \ud588\ub2e4. \ubb34\uc5ed\ub3c4 \ud65c\ub3d9\uc744 \ub04c\uc5b4\ub0b4\ub838\ub2e4. \uc218\ucd9c\uc740 -0.5% \uac10\uc18c\ud55c \ubc18\uba74, \uc218\uc785\uc740 \uc9c0\ub09c\ud574 4\ubd84\uae30 2%\uc5d0\uc11c 1\ubd84\uae30 12%\ub85c \uae09\uac00\uc18d\ud588\uc73c\uba70 2022\ub144 \uc774\ud6c4 \ucd5c\ub300 \uc99d\uac00\ud3ed\uc73c\ub85c \ubb18\uc0ac\ub410\ub2e4. BoC\uc758 4\uc6d4 \uc804\ub9dd\uc5d0 \ub530\ub974\uba74 GDP \uc131\uc7a5\ub960\uc740 2026\ub144 1.2%, 2027\ub144 1.6%, 2028\ub144 1.7%\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc218\ucd9c\uacfc \uae30\uc5c5\ud22c\uc790\uac00 \ub354 \ub0ae\uc740 \uacbd\ub85c\uc5d0\uc11c \uc7ac\uac1c\ub41c\ub2e4\ub294 \uc804\uc81c\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n<h3>\uce90\ub098\ub2e4\ub2ec\ub7ec \uc5ed\ud48d\uacfc \uc815\ucc45 \ub51c\ub808\ub9c8<\/h3>\n<p>\uc5f0\uc18d \ub450 \ubd84\uae30 \ub9c8\uc774\ub108\uc2a4 \uc131\uc7a5\uc73c\ub85c \ubbf8 \ub2ec\ub7ec \ub300\ube44 \uce90\ub098\ub2e4\ub2ec\ub7ec\ub294 \uc0c1\ub2f9\ud55c \uc5ed\ud48d\uc5d0 \uc9c1\uba74\ud574 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc218\uc785 \uae09\uc99d\uc73c\ub85c \ubb34\uc5ed\uc218\uc9c0 \uc801\uc790\uac00 \ud655\ub300\ub418\uba74\uc11c \ud1b5\ud654\uc5d0\ub294 \ucd94\uac00\uc801\uc778 \ud558\ubc29 \uc555\ub825\uc774 \uac00\ud574\uc9c4\ub2e4. USD\/CAD\uac00 1.38\uc120 \ud14c\uc2a4\ud2b8\uc5d0 \ub098\uc11c\ub294 \uac00\uc6b4\ub370, \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 USD\/CAD \ucf5c\uc635\uc158 \ub9e4\uc218 \ub4f1 \u2018\ub8e8\ub2c8\u2019 \uc57d\uc138\uc5d0\uc11c \uc774\uc775\uc744 \ubcfc \uc218 \uc788\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n<p>BoC\ub294 \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158 \uc555\ub825\uc774 \ucee4\uc9c0\ub294 \uac00\uc6b4\ub370 \ub9e4\uc6b0 \uc5b4\ub824\uc6b4 \uad6d\uba74\uc5d0 \ub193\uc600\ub2e4. 5\uc6d4 \ubb3c\uac00 \uc9c0\ud45c\uc5d0\uc11c \uadfc\uc6d0 CPI\ub294 2.9%\ub85c \uc644\uace0\ud558\uac8c \uc720\uc9c0\ub410\uc9c0\ub9cc, \uc9c0\ub09c\uc8fc \uace0\uc6a9\ubcf4\uace0\uc11c\ub294 \uc2e4\uc5c5\ub960\uc774 6.5%\ub85c \uc0c1\uc2b9\ud558\uba70 \uacbd\uae30 \uc57d\uc138\ub97c \ud655\uc778\ud588\ub2e4. \uc774\ub7ec\ud55c \ubc30\uacbd\uc740 BoC\uac00 \ubb3c\uac00\ubcf4\ub2e4 \uc131\uc7a5\uc744 \uc6b0\uc120\uc2dc\ud560 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud558\uba70, \ucd94\uac00 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc774 \ub9e4\uc6b0 \ub192\uc544\uc84c\ub2e4\uace0 \ubcf8\ub2e4. \uc774\uc5d0 \ub530\ub77c \ubc45\ucee4\uc2a4 \uc5b4\uc149\ud134\uc2a4(BA) \uc120\ubb3c(BAX) \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc774 \uc720\ub9ac\ud558\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n<h3>\uc8fc\uc2dd\uc2dc\uc7a5 \ucde8\uc57d\uc131\uacfc \ub9ac\uc2a4\ud06c \uc804\ub7b5<\/h3>\n<p>\uce90\ub098\ub2e4 \uc8fc\uc2dd\uc2dc\uc7a5\uc740 \ud2b9\ud788 S&amp;P\/TSX 60\uc744 \uc911\uc2ec\uc73c\ub85c, \uad6d\ub0b4 \ud22c\uc790\uc640 \uc18c\ube44\uc790 \uc2e0\ub8b0 \ub454\ud654\uc758 \uc601\ud5a5\uc744 \ubc1b\uc544 \ucde8\uc57d\ud574 \ubcf4\uc778\ub2e4. 2026\ub144 \uc131\uc7a5\ub960\uc774 1.2%\uc5d0 \uadf8\uce5c\ub2e4\ub294 \uacf5\uc2dd \uc804\ub9dd\uc740 \uae30\uc5c5 \uc774\uc775\uc774 \uc0c1\ub2f9\ud55c \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud55c\ub2e4\uace0 \ubcf8\ub2e4. \ud2b8\ub808\uc774\ub354\ub4e4\uc740 XIU\uc640 \uac19\uc740 \uad11\ubc94\uc704 \uc2dc\uc7a5 ETF\uc758 \ud48b\uc635\uc158 \ub9e4\uc218\ub97c \ud1b5\ud574 \ub2e8\uae30 \ud558\ub77d\uc5d0 \ub300\ud55c \ud5e4\uc9c0 \ub610\ub294 \ud22c\uae30 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\ubbf8\uad6d \ubb34\uc5ed\uc815\ucc45\uc744 \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131\uc740 \uc5ec\uc804\ud788 \uc8fc\uc694\ud55c \ud558\ubc29 \uc694\uc778\uc73c\ub85c, \uae30\uc5c5\ud22c\uc790\ub97c \uc5b5\ub204\ub974\uace0 \uacbd\uae30 \ud68c\ubcf5\uc744 \ucde8\uc57d\ud558\uac8c \ub9cc\ub4e0\ub2e4. \uc774\ub7ec\ud55c \ub300\uc678 \ub9ac\uc2a4\ud06c\ub294 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc5d0 \ucda9\ubd84\ud788 \ubc18\uc601\ub418\uc9c0 \uc54a\uc558\uc73c\uba70, \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \ubcc0\ub3d9\uc131\uc774 \uc0c1\uc2b9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud1b5\ud654 \ubc0f \uc8fc\uac00\uc9c0\uc218\uc5d0 \ub300\ud574 \uc678\uac00\uaca9(out-of-the-money) \uc635\uc158\uc744 \ub9e4\uc218\ud568\uc73c\ub85c\uc368, \ube44\uad50\uc801 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ub530\ub978 \uc218\uc775 \uae30\ud68c\ub97c \ub178\ub9ac\uace0 \uc788\ub2e4.<\/p>\n<p>\ud604 \uacbd\uc81c \ud658\uacbd\uc740 2015\ub144\uc758 \uce68\uccb4 \uad6d\uba74\uacfc \uc720\uc0ac\ud558\ub2e4. \ub2f9\uc2dc \uc720\uac00 \uae09\ub77d\uc740 \uae30\uc220\uc801 \uce68\uccb4\ub97c \ucd08\ub798\ud588\uace0 BoC\ub294 \ub450 \ucc28\ub840 \uae08\ub9ac \uc778\ud558\ub97c \ub2e8\ud589\ud588\ub2e4. \uadf8 \uc2dc\uae30\uc5d0\ub294 \uce90\ub098\ub2e4\ub2ec\ub7ec \uc57d\uc138\uc640 \uce90\ub098\ub2e4 \uc8fc\uc2dd\uc758 \uc0c1\ub300\uc801 \ubd80\uc9c4\uc774 \uc7a5\uae30\uac04 \uc774\uc5b4\uc84c\ub2e4. \ud5a5\ud6c4 2\ub144\uac04\uc758 \uc644\ub9cc\ud55c \uc131\uc7a5\uc5d0 \uadf8\uce58\ub294 BoC \uc790\uccb4 \uc804\ub9dd\uc740 \ubc29\uc5b4\uc801 \ud3ec\uc9c0\uc154\ub2dd\uc774 \uac00\uc7a5 \uc2e0\uc911\ud55c \uc120\ud0dd\uc774\ub77c\ub294 \uacac\ud574\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c\uae30\uc220\uc801 \uce68\uccb4\u201d \uce90\ub098\ub2e4, \uc131\uc7a5\u00b7\ubb3c\uac00 \ub3d9\uc2dc \uc555\ubc15. \uc218\uc785 \uae09\uc99d\u00b7\ud22c\uc790 \ubd80\uc9c4\uc5d0 \ub2ec\ub7ec \uc57d\uc138(USD\/CAD 1.38). BoC\ub294 \ucd94\uac00 \uc778\ud558 \ub51c\ub808\ub9c8, \uc8fc\uc2dd\u00b7\ubcc0\ub3d9\uc131 \ud5e4\uc9c0 \ud544\uc694.<\/p>\n","protected":false},"author":87,"featured_media":47725,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49504","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\/49504","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=49504"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49504\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47725"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}