{"id":49742,"date":"2026-06-12T15:22:50","date_gmt":"2026-06-12T15:22:50","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg-%ec%97%b0%ec%a4%80%ec%9d%98-%ea%b3%a0%ea%b8%88%eb%a6%ac-%ec%9e%a5%ea%b8%b0%ed%99%94-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4%c2%b7%ec%95%84%ec%8b%9c%ec%95%84-%ec%a4%91\/"},"modified":"2026-06-12T15:22:50","modified_gmt":"2026-06-12T15:22:50","slug":"mufg-%ec%97%b0%ec%a4%80%ec%9d%98-%ea%b3%a0%ea%b8%88%eb%a6%ac-%ec%9e%a5%ea%b8%b0%ed%99%94-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4%c2%b7%ec%95%84%ec%8b%9c%ec%95%84-%ec%a4%91","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg-%ec%97%b0%ec%a4%80%ec%9d%98-%ea%b3%a0%ea%b8%88%eb%a6%ac-%ec%9e%a5%ea%b8%b0%ed%99%94-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4%c2%b7%ec%95%84%ec%8b%9c%ec%95%84-%ec%a4%91\/","title":{"rendered":"MUFG \u201c\uc5f0\uc900\uc758 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019 \uac00\uc774\ub358\uc2a4\u00b7\uc544\uc2dc\uc544 \uc911\uc559\uc740\ud589\u00b7\uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uac00 \ub2ec\ub7ec \uac15\uc138 \uc9c0\uc9c0\u201d"},"content":{"rendered":"<p>MUFG\ub294 \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158\uc774 \ub354 \uacac\uace0\ud574\uc9c0\uace0 \ub178\ub3d9\uc2dc\uc7a5\uc774 \ud0c4\ud0c4\ud55c \ud750\ub984\uc744 \uc774\uc5b4\uac00\uba74\uc11c, \uae00\ub85c\ubc8c \uae08\ub9ac \ud658\uacbd\uc774 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher-for-longer)\u2019 \uad6d\uba74\uc73c\ub85c \uac15\ud654\ub418\uace0 \uc774\uc5d0 \ub530\ub77c \ubbf8 \ub2ec\ub7ec\ub97c \uc9c0\uc9c0\ud560 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4. \uc740\ud589\uc740 \ub2e4\uac00\uc624\ub294 \ud55c \uc8fc\ub97c \ubbf8\uad6d\u00b7\uc77c\ubcf8 \ubc0f \uc8fc\uc694 \uc544\uc2dc\uc544 \uad6d\uac00\ub4e4\uc5d0 \uac78\uce5c \uc911\uc559\uc740\ud589 \ud68c\uc758\uac00 \uc787\ub530\ub974\ub294 \u2018\ube7d\ube7d\ud55c\u2019 \uc77c\uc815\uc73c\ub85c \uaddc\uc815\ud558\uba70, \uc774\ub7ec\ud55c \uce98\ub9b0\ub354\uac00 \uae08\ub9ac \uae30\ub300\ub97c \uace0\uc870\uc2dc\ucf1c FX(\uc678\ud658) \uac00\uaca9 \ud615\uc131\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4. \ub610\ud55c \uc911\ub3d9 \uc9c0\uc5ed\uc758 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \uc9c0\uc18d\ub418\uba74\uc11c \uc544\uc2dc\uc544 \ud1b5\ud654 \uc804\ubc18\uc5d0\uc11c \ucc28\ubcc4\ud654\uac00 \ubc1c\uc0dd\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n<p>\ubbf8\uad6d \uc18c\ub9e4 \ud718\ubc1c\uc720 \uac00\uaca9\uc740 \uc18c\ud3ed \ud558\ub77d\ud588\uc9c0\ub9cc \uc5ec\uc804\ud788 \ubd84\uc7c1 \uc774\uc804 \uc218\uc900\uc744 \uc0c1\ud68c\ud558\uba70 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \uacc4\uc18d \ubc18\uc601\ub418\uace0 \uc788\ub2e4. \ud5e4\ub4dc\ub77c\uc778 CPI\ub294 \uc804\ub144 \ub300\ube44 4%\ub97c \uc6c3\ub3cc\uc558\uace0, 1\ub144 \uae30\ub300\uc778\ud50c\ub808\uc774\uc158\ub3c4 \ucd94\uac00\ub85c \uc0c1\uc2b9\ud574 2\ucc28 \ud30c\uae09\ud6a8\uacfc(2nd-round effects) \uc704\ud5d8\uc744 \ud0a4\uc6b0\ub294 \ud55c\ud3b8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 \uc644\ud654 \uc5ec\ub825\uc744 \uc81c\uc57d\ud558\uace0 \uc788\ub2e4. MUFG\ub294 \uc774\ubc88 FOMC\uc5d0\uc11c Fed\uac00 \uae08\ub9ac\ub97c \ub3d9\uacb0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \ud68c\uc758\uc758 \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\uac00 \ub2ec\ub7ec\uc640 \uc544\uc2dc\uc544 \ud1b5\ud654\uc5d0 \uc788\uc5b4 \ud575\uc2ec \uad00\uc804 \ud3ec\uc778\ud2b8\uac00 \ub420 \uac83\uc73c\ub85c \ubd24\ub2e4.<\/p>\n<h3>\ub192\uc740 \uc778\ud50c\ub808\uc774\uc158\uacfc \uacac\uc870\ud55c \ub178\ub3d9\uc2dc\uc7a5 \uc18d \ub2ec\ub7ec \uac15\uc138<\/h3>\n<p>\uc6b0\ub9ac\ub294 \ubbf8 \ub2ec\ub7ec\uac00 \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \uac15\uc138\ub97c \ubcf4\uc77c \uc5ec\uc9c0\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uacac\uc870\ud55c \uc778\ud50c\ub808\uc774\uc158\uacfc \uc608\uc0c1 \ubc16\uc73c\ub85c \ud0c4\ud0c4\ud55c \ub178\ub3d9\uc2dc\uc7a5\uc774 \uacb0\ud569\ub418\uba74\uc11c \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u2019 \uae08\ub9ac \ud658\uacbd\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\ub2e4. \uc774\ub7ec\ud55c \ubc30\uacbd\uc740 \ub2e4\ub978 \ud1b5\ud654 \ub300\ube44 \ub2ec\ub7ec \ubcf4\uc720 \ub9e4\ub825\uc744 \ub192\uc778\ub2e4.<\/p>\n<p>\ub2e4\uac00\uc624\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4 \ud68c\uc758\uac00 \uc6b0\ub9ac \uc77c\uc815\uc758 \ucd5c\ub300 \uc774\ubca4\ud2b8\ub2e4. \uae08\ub9ac \ubcc0\uacbd\uc740 \uc608\uc0c1\ud558\uc9c0 \uc54a\uc9c0\ub9cc, \uc6cc\uc2dc \uc758\uc7a5\uc758 \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\uac00 \uc2dc\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \ubcc0\ub3d9\uc131\uc744 \uc720\ubc1c\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc6b0\ub9ac\ub294 \ud574\ub2f9 \ubc1c\ud45c\ub97c \uc804\ud6c4\ub85c \uac00\uaca9 \ubcc0\ub3d9\uc774 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc774\ub97c \ud65c\uc6a9\ud558\uae30 \uc704\ud574, \uad11\ubc94\uc704\ud55c \ub2ec\ub7ec \uac15\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \ucc28\uc6d0\uc5d0\uc11c \ubbf8 \ub2ec\ub7ec \uc778\ub371\uc2a4(UUP) \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \ucd5c\uadfc \uc9c0\ud45c\ub3c4 \uc774\ub7ec\ud55c \uad00\uc810\uc744 \ub4b7\ubc1b\uce68\ud558\ub294\ub370, \uc9c1\uc804 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI) \ubcf4\uace0\uc11c\uc5d0\uc11c \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc774 4.1%\ub85c \uc644\uace0\ud558\uac8c \uc720\uc9c0\ub41c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uc774\ub294 Fed \ubaa9\ud45c\ub97c \ud06c\uac8c \uc0c1\ud68c\ud558\ub294 \uc218\uc900\uc73c\ub85c, \uc815\ucc45 \uc644\ud654(\ud53c\ubc97) \uac80\ud1a0 \uc5ec\uc9c0\ub97c \uc81c\ud55c\ud55c\ub2e4.<\/p>\n<h3>FX \ubc0f \uae08\ub9ac \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc804\uc220\uc801 \uae30\ud68c<\/h3>\n<p>\ub178\ub3d9\uc2dc\uc7a5\ub3c4 \uc5ec\uc804\ud788 \ud0c0\uc774\ud2b8\ud558\ub2e4. 5\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0\uc11c \uc2e0\uaddc \uace0\uc6a9\uc774 21\ub9cc5000\uba85 \uc99d\uac00\ud574 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc774\ub7ec\ud55c \uac15\uc138\ub294 \uc218\uc694\ub97c \uc2dd\ud788\uae30 \uc704\ud574 Fed\uac00 \uae08\ub9ac\ub97c \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uc720\uc9c0\ud560 \uba85\ubd84\uc744 \uac15\ud654\ud55c\ub2e4. \uadf8 \uacb0\uacfc \uc6b0\ub9ac\ub294 \ubcf4\ub2e4 \ube44\ub458\uae30\ud30c\uc801 \uc911\uc559\uc740\ud589\uacfc \uc5f0\ub3d9\ub41c \ud1b5\ud654\uc758 \uc57d\uc138 \uac00\ub2a5\uc131\uc744 \ubcf8\ub2e4.<\/p>\n<p>\uad6c\uccb4\uc801\uc73c\ub85c \uc6b0\ub9ac\ub294 USD\/JPY \ud1b5\ud654\uc30d\uc758 \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \ub9e4\ud30c\uc801 Fed\uc640 \uc9c0\uc18d\uc801\uc73c\ub85c \ube44\ub458\uae30\ud30c\uc801\uc778 \uc77c\ubcf8\uc740\ud589(BOJ) \uac04 \uc815\ucc45 \uad34\ub9ac\ub294 \uc774 \ud1b5\ud654\uc30d\uc758 \ucd94\uac00 \uc0c1\uc2b9 \uacbd\ub85c\ub97c \ube44\uad50\uc801 \uba85\ud655\ud558\uac8c \ub9cc\ub4e0\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \uc774\ub7ec\ud55c \uc815\ucc45 \uaca9\ucc28\ub294 \uc678\ud658\uc2dc\uc7a5\uc5d0\uc11c \uc9c0\uc18d\uc801\uc778 \ucd94\uc138\ub85c \uc774\uc5b4\uc9c4 \ubc14 \uc788\ub2e4.<\/p>\n<p>\uc608\uc0c1\ub418\ub294 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131(\u2018chop\u2019) \ud655\ub300\ub97c \uac10\uc548\ud558\uba74, \ubcc0\ub3d9\uc131 \uc790\uccb4\uc5d0 \ub300\ud55c \uae30\ud68c\ub3c4 \uc874\uc7ac\ud55c\ub2e4. \uc608\ucee8\ub300 EUR\/USD \ud1b5\ud654\uc30d\uc5d0\uc11c \uc2a4\ud2b8\ub798\ub4e4(straddles)\uacfc \uac19\uc740 \uc635\uc158 \uc804\ub7b5\uc740 Fed \uc131\uba85 \uc774\ud6c4 \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \ud3ed\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ub098\ud0c0\ub0a0 \uacbd\uc6b0 \uc218\uc775\uc744 \ub0bc \uc218 \uc788\ub2e4. Cboe \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX)\ub294 \uc774\ubbf8 16.8\uae4c\uc9c0 \uc0c1\uc2b9\ud574, \uc2dc\uc7a5\uc774 \uc0c8\ub85c\uc6b4 \uc815\ubcf4 \uc720\uc785\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<p>\ub9c8\uc9c0\ub9c9\uc73c\ub85c \uc6b0\ub9ac\ub294 \uae08\ub9ac \ud30c\uc0dd\uc0c1\ud488\uc744 \uba74\ubc00\ud788 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4. 2\ub144\ubb3c \ubbf8 \uad6d\ucc44\uae08\ub9ac\uac00 \ud604\uc7ac 4.8% \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc774\ub294 \uac00\uc6b4\ub370, \uc2dc\uc7a5\uc740 \uace0\uae08\ub9ac\uc758 \uc9c0\uc18d\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc6b0\ub9ac\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uae08\ub9ac\uac00 \ud06c\uac8c \ud558\ub77d\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\ub294 \uad00\uc810\uc744 \uad6d\ucc44\uc120\ubb3c \uc635\uc158\uc744 \ud1b5\ud574 \ud45c\ud604\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>MUFG \u201c\uace0\uae08\ub9ac \uc7a5\uae30\ud654\u201d\uc5d0 \ub2ec\ub7ec \uac15\uc138 \uc2dc\ub098\ub9ac\uc624 \uac15\ud654. \uacac\uc870\ud55c \uc778\ud50c\ub808\u00b7\uace0\uc6a9\uc5d0 Fed \ub3d9\uacb0 \uc608\uc0c1, \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\uac00 FX \uc88c\uc6b0. \uc911\ub3d9 \ub9ac\uc2a4\ud06c\ub85c \uc544\uc2dc\uc544 \ud1b5\ud654 \ucc28\ubcc4\ud654\u00b7\ubcc0\ub3d9\uc131 \ud655\ub300. \uc635\uc158\uc804\ub7b5 \uc8fc\ubaa9.<\/p>\n","protected":false},"author":87,"featured_media":47737,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49742","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\/49742","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=49742"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49742\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47737"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49742"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49742"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}