{"id":49664,"date":"2026-06-11T18:22:38","date_gmt":"2026-06-11T18:22:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/td%ec%a6%9d%ea%b6%8c-%ec%97%b0%ec%a4%80-%ea%b2%bd%ea%b8%b0%ec%a7%80%ed%91%9c-%eb%91%94%ed%99%94%eb%a1%9c-8%ec%9b%94-%ec%9d%b8%ec%83%81-%ea%b0%80%eb%8a%a5%ec%84%b1-%eb%82%ae%ec%95%84\/"},"modified":"2026-06-11T18:22:38","modified_gmt":"2026-06-11T18:22:38","slug":"td%ec%a6%9d%ea%b6%8c-%ec%97%b0%ec%a4%80-%ea%b2%bd%ea%b8%b0%ec%a7%80%ed%91%9c-%eb%91%94%ed%99%94%eb%a1%9c-8%ec%9b%94-%ec%9d%b8%ec%83%81-%ea%b0%80%eb%8a%a5%ec%84%b1-%eb%82%ae%ec%95%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/td%ec%a6%9d%ea%b6%8c-%ec%97%b0%ec%a4%80-%ea%b2%bd%ea%b8%b0%ec%a7%80%ed%91%9c-%eb%91%94%ed%99%94%eb%a1%9c-8%ec%9b%94-%ec%9d%b8%ec%83%81-%ea%b0%80%eb%8a%a5%ec%84%b1-%eb%82%ae%ec%95%84\/","title":{"rendered":"TD\uc99d\uad8c \u201c\uc5f0\uc900, \uacbd\uae30\uc9c0\ud45c \ub454\ud654\ub85c 8\uc6d4 \uc778\uc0c1 \uac00\ub2a5\uc131 \ub0ae\uc544\u2026\uae08\ub9ac 4.35% \ub3d9\uacb0 \uc804\ub9dd\u201d"},"content":{"rendered":"<p>TD\uc99d\uad8c\uc740 \ucd5c\uadfc \uad6d\ub0b4 \uc9c0\ud45c\uac00 \uc787\ub530\ub77c \ub454\ud654\ud558\uace0 \uc5f0\ubc29\uc608\uc0b0(Federal Budget)\uc758 \uc138\uc81c \ubcc0\uacbd\uc774 \ubc18\uc601\ub41c \uc810\uc744 \uac10\uc548\ud560 \ub54c, \ud638\uc8fc\uc911\uc559\uc740\ud589(RBA)\uc774 \ub2e4\uc74c \uc8fc \ud68c\uc758\uc5d0\uc11c \ud604\uae08\uae08\ub9ac(cash rate)\ub97c 4.35%\ub85c \ub3d9\uacb0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uc2dc\uc7a5\uc740 RBA\uac00 \u2018\uc7a5\uae30 \ub3d9\uacb0(extended pause)\u2019 \uc2e0\ud638\ub97c \ub0b4\ub193\ub294\uc9c0\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ube44\ub458\uae30\ud30c\uc801(dovish) \uc2a4\ud0e0\uc2a4\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4. \uadfc\uc6d0 \ubb3c\uac00\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ud2b8\ub9bc\ub4dc \ud3c9\uade0(trimmed mean) \uc778\ud50c\ub808\uc774\uc158\uc774 \ud55c\ub3d9\uc548 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubb18\uc0ac\ub418\ub294 \uac00\uc6b4\ub370, TD\uc99d\uad8c\uc740 \uc0b0\ucd9c\uac2d(output gap)\uc774 \ub2eb\ud788\uace0 \uc788\ub2e4\ub294 \uc810\ub3c4 \uc9c0\uc801\ud588\ub2e4.<\/p>\n<p>\uacbd\uae30\uc640 \uad00\ub828\ud574\uc11c\ub294 RBA\uc758 \ubaa8\ud615\uc774 \uc784\ubc15\ud55c \uacbd\uae30\uce68\uccb4\ub97c \uacbd\uace0\ud558\uace0 \uc788\uc744 \uac00\ub2a5\uc131\uc740 \ub0ae\ub2e4\uace0 \ubd24\ub2e4. NAB\uc758 \uc124\ube44\uac00\ub3d9\ub960(capacity utilisation) \uc9c0\ud45c\uac00 \uc7a5\uae30 \ud3c9\uade0\uc744 \ud5a5\ud574 \ud558\ub77d \ucd94\uc138\ub97c \ubcf4\uc774\ub294 \uc810\uc744 \ub4e4\uc5b4, \ud50c\ub7ec\uc2a4 \uc0b0\ucd9c\uac2d\uc774 \ucd95\uc18c\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \ub610\ud55c \uc62c\ud574 \uc2e4\uc5c5\ub960\uc774 RBA\uc758 5\uc6d4 \ud1b5\ud654\uc815\ucc45\ubcf4\uace0\uc11c(Statement on Monetary Policy, SoMP) \uc804\ub9dd\uce58\uc5d0\uc11c \uc81c\uc2dc\ub41c \ubd84\uae30 \ud3c9\uade0\uc744 \uc0c1\ud68c\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4. 6\uc6d4 24\uc77c \ubc1c\ud45c\ub418\ub294 5\uc6d4 CPI\ub294 8\uc6d4 \uae08\ub9ac \uc778\uc0c1\uc774 \uc5ec\uc804\ud788 \uac00\ub2a5\ud55c\uc9c0, \uc544\ub2c8\uba74 \uae08\ub9ac\uac00 \ub354 \uc624\ub798 \ub3d9\uacb0\ub420\uc9c0\ub97c \uac00\ub2a0\ud558\ub294 \uc2dc\ud5d8\ub300\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \ud55c\ud3b8 \uc5f0\ubc29\uc608\uc0b0\uc758 \ub124\uac70\ud2f0\ube0c \uae30\uc5b4\ub9c1(negative gearing) \ubc0f \uc591\ub3c4\uc18c\ub4dd\uc138(capital gains tax) \ubcc0\uacbd\uc740 \uc2e0\uc6a9 \uc99d\uac00\uc728\uc744 \ub454\ud654\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub410\ub2e4.<\/p>\n<h3>\uc2dc\uc7a5 \ubc18\uc751, \uae08\ub9ac \uae30\ub300, \ud2b8\ub808\uc774\ub529 \uc804\ub7b5<\/h3>\n<p>\ucd5c\uadfc \uacbd\uc81c\uc9c0\ud45c \ub454\ud654 \ud750\ub984\uc744 \uac10\uc548\ud560 \ub54c, \uc6b0\ub9ac\ub294 RBA\uac00 \ub2e4\uc74c \uc8fc \ud68c\uc758\uc5d0\uc11c \ud604\uae08\uae08\ub9ac\ub97c 4.35%\ub85c \ub3d9\uacb0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \uc5f0\uac04 GDP \uc131\uc7a5\ub960\uc774 1.2%\uae4c\uc9c0 \ub454\ud654\ud558\uace0 \uc2e4\uc5c5\ub960\uc774 4.2%\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4\ub294 \ucd5c\uadfc \uc218\uce58\uac00 \uc774\ub7ec\ud55c \uc2dc\uac01\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4. \uc2dc\uc7a5\uc758 \ud575\uc2ec \ucd08\uc810\uc740 \uc774\uc81c RBA\uac00 \uc7a5\uae30 \ub3d9\uacb0\uc744 \uc2dc\uc0ac\ud558\ub294\uc9c0 \uc5ec\ubd80\ub85c \uc62e\uaca8\uac14\uc73c\uba70, \uc774\ub294 \ube44\ub458\uae30\ud30c\uc801 \uc804\ud658\uc73c\ub85c \ubc1b\uc544\ub4e4\uc5ec\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<p>8\uc6d4 \uae08\ub9ac \uc778\uc0c1\uc5d0 \ub300\ud55c \ud655\uc2e0\uc740 \uc57d\ud654\ub418\uace0 \uc788\uc73c\uba70, \ud30c\uc0dd\uc0c1\ud488 \uac00\uaca9\uc5d0\ub3c4 \ubc18\uc601\ub3fc \uc788\ub2e4. \uc2dc\uc7a5\uc740 \ud604\uc7ac \uc778\uc0c1 \ud655\ub960\uc744 15% \ubbf8\ub9cc\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub294\ub370, \uc774\ub294 \ubd88\uacfc \ud55c \ub2ec \uc804 40%\ub97c \uc6c3\ub3cc\ub358 \uc218\uc900\uc5d0\uc11c \ud06c\uac8c \ub0ae\uc544\uc9c4 \uac83\uc774\ub2e4. \ud2b8\ub808\uc774\ub354\ub4e4\uc740 9\uc6d4\u00b712\uc6d4 \ud604\uae08\uae08\ub9ac \uc120\ubb3c \ub9e4\uc218 \ub4f1 \uae08\ub9ac\uac00 \uc548\uc815\ub418\uac70\ub098 \ud558\ub77d\ud560 \ub54c \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc911\uc559\uc740\ud589\uc774 \u2018\ub3d9\uacb0\u2019 \uae30\uc870\ub97c \uc7ac\ud655\uc778\ud560 \uacbd\uc6b0 \uc774\ub7ec\ud55c \uc0c1\ud488\uc740 \uac00\uce58\uac00 \uc0c1\uc2b9\ud55c\ub2e4.<\/p>\n<h3>\ubb3c\uac00 \uc9c0\ud45c, \ud658\uc728 \ud568\uc758, \uc815\ucc45 \ub9ac\uc2a4\ud06c<\/h3>\n<p>6\uc6d4 24\uc77c \ubc1c\ud45c\ub418\ub294 5\uc6d4 \ubb3c\uac00 \uc9c0\ud45c\ub294 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b8 \uc218 \uc788\ub294 \ub2e4\uc74c \ud575\uc2ec \ucd09\ub9e4\ub85c \uaf3d\ud78c\ub2e4. \uc6b0\ub9ac\ub294 \uc635\uc158 \uc2dc\uc7a5\uc5d0\uc11c \uc774 \uc774\ubca4\ud2b8\ub97c \uc804\ud6c4\ud574 \uac70\ub798 \uae30\ud68c\ub97c \ud3ec\ucc29\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uba70, \uc608\ucee8\ub300 \ucc44\uad8c\uc120\ubb3c\uc5d0\uc11c \uc678\uac00\uaca9(out-of-the-money) \ucf5c\uc635\uc158 \ub9e4\ub3c4 \uc804\ub7b5\uc774 \uac00\ub2a5\ud558\ub2e4. \uc774 \uc804\ub7b5\uc740 \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ubd80\uc9c4\ud558\uac8c \ub098\uc624\uba70 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc774 \ub354 \uc57d\ud654\ub420 \uacbd\uc6b0 \uc218\uc775\uc744 \ub0bc \uc218 \uc788\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \uc815\ucc45 \uc2a4\ud0e0\uc2a4 \ubcc0\ud654\ub294 \ud638\uc8fc\ub2ec\ub7ec(AUD)\uc5d0\ub3c4 \uba85\ud655\ud55c \ud568\uc758\ub97c \uac16\ub294\ub2e4. \uc911\uc559\uc740\ud589\uc774 \uae08\ub9ac \uc778\uc0c1 \ud3b8\ud5a5\uc5d0\uc11c \ubb3c\ub7ec\uc11c\ub294 \uacbd\uc6b0, \ub2e4\ub978 \uc8fc\uc694\uad6d \uc911\uc559\uc740\ud589\ub4e4\uc774 \ub9e4\ud30c\uc801 \uae30\uc870\ub97c \uc720\uc9c0\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c \ud1b5\ud654\uc5d0 \ud558\ubc29 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc6b0\ub9ac\ub294 \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ubbf8 \ub2ec\ub7ec(USD) \ub300\ube44 AUD \uc57d\uc138\uc5d0 \ud3ec\uc9c0\uc154\ub2dd\ud560 \uae30\ud68c\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n<p>\uc2e0\uc6a9 \uc99d\uac00\uc138\ub97c \ub454\ud654\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc5f0\ubc29\uc608\uc0b0\uc758 \uc138\uc81c \ubcc0\uacbd\uc740 RBA\uc758 \ucd94\uac00 \uae34\ucd95 \ud544\uc694\uc131\uc744 \ub354 \ub0ae\ucd98\ub2e4. \ub2e4\ub9cc 6\uc6d4 24\uc77c \ubb3c\uac00\uac00 \uc608\uc0c1 \ubc16\uc73c\ub85c \uac15\ud558\uac8c \ub098\uc624\ub294 \uacbd\uc6b0\uac00 \uc774 \uc804\ub9dd\uc758 \ud575\uc2ec \ub9ac\uc2a4\ud06c\ub85c \ub0a8\uc544 \uc788\ub2e4. \uc774 \ub2e8\uc77c \uc9c0\ud45c\uac00 \u2018\uc7a5\uae30 \ub3d9\uacb0\u2019\uc774 \uac00\uc7a5 \uc720\ub825\ud55c \uacbd\ub85c\uc778\uc9c0 \ud655\uc778\ud558\ub294 \ub370 \uacb0\uc815\uc801\uc77c \uc804\ub9dd\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud638\uc8fc RBA, \ub2e4\uc74c \uc8fc 4.35% \ub3d9\uacb0 \uc720\ub825\u2014\u2018\uc7a5\uae30 \ub3d9\uacb0\u2019 \uc2e0\ud638\uac00 \uad00\uac74. 5\uc6d4 CPI\uac00 8\uc6d4 \uc778\uc0c1 \uc5ec\ubd80 \uac00\ub978\ub2e4. \uc2dc\uc7a5 \uc778\uc0c1\ud655\ub960 15%\u2193, AUD \uc57d\uc138\u00b7\uc120\ubb3c \ub9e4\uc218 \uc804\ub7b5 \ubd80\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":47825,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49664","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\/49664","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=49664"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49664\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47825"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49664"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49664"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}