{"id":49821,"date":"2026-06-18T14:23:40","date_gmt":"2026-06-18T14:23:40","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%ec%98%88%ec%83%81%eb%8c%80%eb%a1%9c-%ea%b8%b0%ec%a4%80%ea%b8%88%eb%a6%ac-%ec%9d%b8%ec%83%81%ec%9d%98%ea%b2%ac-%eb%b6%84%ec%97%b4%ec%97%90-%ec%9d%b8\/"},"modified":"2026-06-18T14:23:40","modified_gmt":"2026-06-18T14:23:40","slug":"%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%ec%98%88%ec%83%81%eb%8c%80%eb%a1%9c-%ea%b8%b0%ec%a4%80%ea%b8%88%eb%a6%ac-%ec%9d%b8%ec%83%81%ec%9d%98%ea%b2%ac-%eb%b6%84%ec%97%b4%ec%97%90-%ec%9d%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%ec%98%88%ec%83%81%eb%8c%80%eb%a1%9c-%ea%b8%b0%ec%a4%80%ea%b8%88%eb%a6%ac-%ec%9d%b8%ec%83%81%ec%9d%98%ea%b2%ac-%eb%b6%84%ec%97%b4%ec%97%90-%ec%9d%b8\/","title":{"rendered":"\uc601\ub780\uc740\ud589, \uc608\uc0c1\ub300\ub85c \uae30\uc900\uae08\ub9ac \uc778\uc0c1\u2026\uc758\uacac \ubd84\uc5f4\uc5d0 \uc778\uc0c1 \uc0ac\uc774\ud074 \uc815\uc810 \uc784\ubc15 \uc2e0\ud638"},"content":{"rendered":"<p>\uc601\ub780\uc740\ud589(BoE) \ud1b5\ud654\uc815\ucc45\uc704\uc6d0\ud68c(MPC)\ub294 \uc608\uc0c1\ub300\ub85c \uae30\uc900\uae08\ub9ac(Bank Rate) \uc778\uc0c1\uc744 \uacb0\uc815\ud558\uba70, \uc778\ud50c\ub808\uc774\uc158\uc744 \ubaa9\ud45c\uce58\ub85c \ubcf5\uadc0\uc2dc\ud0a4\ub294 \ub370 \uc815\ucc45 \ucd08\uc810\uc744 \uc720\uc9c0\ud588\ub2e4. \uc774\ubc88 \uacb0\uc815\uc73c\ub85c \ud1b5\ud654\uc815\ucc45 \uae30\uc870\ub294 \uae34\ucd95\uc801(restrictive) \uc218\uc900\uc744 \uc774\uc5b4\uac14\uc73c\uba70, \ud5a5\ud6c4 \uac00\uc774\ub358\uc2a4\ub294 \ubb3c\uac00 \uc555\ub825 \uc804\ub9dd\uacfc \ub354 \ub113\uc740 \uac70\uc2dc\uacbd\uc81c \uc5ec\uac74\uc5d0 \uae30\ubc18\ud574 \uc81c\uc2dc\ub410\ub2e4. \uc2dc\uc7a5\uc740 \ub300\uccb4\ub85c \uc774\ubc88 \uc870\uce58\ub97c \uc120\ubc18\uc601\ud574 \uc654\uace0, \ud45c\uacb0 \uacb0\uacfc\uac00 \uc5c7\uac08\ub9b0 \uc810\uc740 \ucd94\uac00 \uae34\ucd95 \uc18d\ub3c4\ub97c \ub450\uace0 \uc704\uc6d0\ud68c \ub0b4\ubd80 \ub17c\uc7c1\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n<p>\uc778\uc0c1\uacfc \ud568\uaed8 BoE\ub294 \uae30\uc874\uc758 \uc815\ucc45\uacb0\uc815 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub300\ud55c \uc758\uc9c0\ub3c4 \uc7ac\ud655\uc778\ud558\uba70, \ud5a5\ud6c4 \ud589\ubcf4\ub97c \uc778\ud50c\ub808\uc774\uc158\u00b7\uc784\uae08\u00b7\uacbd\uae30(\ud65c\ub3d9) \uad00\ub828 \uc2e0\uaddc \uc9c0\ud45c\uc5d0 \uc5f0\ub3d9\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4. MPC\uc758 \uc758\uacac \ubd84\uc5f4\uc740 \uad6d\ub0b4 \uc778\ud50c\ub808\uc774\uc158\uc758 \uace0\ucc29\uc131\uc5d0 \ub300\ud55c \ud3c9\uac00\uc640 \uc131\uc7a5 \ud558\ubc29 \ub9ac\uc2a4\ud06c\uc5d0 \ub300\ud55c \ud310\ub2e8 \ucc28\uc774\ub97c \ubc18\uc601\ud588\uc9c0\ub9cc, \uacb0\uc815 \uc790\uccb4\ub294 \ubb3c\uac00 \uc548\uc815\uacfc \uacbd\uae30 \ubaa8\uba58\ud140 \uc0ac\uc774 \uade0\ud615\uc744 \ubaa8\uc0c9\ud574\uc628 \ucd5c\uadfc \uae30\uc870\uc640 \uc77c\uad00\ub410\ub2e4.<\/p>\n<h3>Market Reaction And Rate Path Outlook<\/h3>\n<p>\uc601\ub780\uc740\ud589\uc758 \uae08\ub9ac \uc778\uc0c1\uc740 \uc2dc\uc7a5\uc5d0 \uc758\ud574 \uc644\uc804\ud788 \uc608\uc0c1\ub41c \uc870\uce58\uc600\ub2e4. \uc774\ub294 \ud30c\uc6b4\ub4dc\ud654\uc640 \uae38\ud2b8(\uc601\uad6d \uad6d\ucc44)\uc5d0\uc11c\uc758 \ucd08\uae30 \uac00\uaca9 \ubcc0\ub3d9\uc774 \uc624\ub298 \ubc1c\ud45c \uc774\uc804 \uba70\uce60 \ub3d9\uc548 \uc774\ubbf8 \uc0c1\ub2f9 \ubd80\ubd84 \ubc1c\uc0dd\ud588\uc744 \uac00\ub2a5\uc131\uc744 \uc758\ubbf8\ud55c\ub2e4. \uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c\uac00 \ud574\uc18c\ub418\uba74\uc11c GBP \uc635\uc158 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 \ud558\ub77d\ud558\ub294 \ud750\ub984\uc774 \uad00\uce21\ub41c\ub2e4.<\/p>\n<p>\uc774\ubc88 \uc778\uc0c1\uc740 \ud544\uc694\ud588\ub2e4\uace0 \ubcf8\ub2e4. \uc601\uad6d CPI\ub294 \ucd5c\uadfc \ubc1c\ud45c\uc5d0\uc11c 3.8%\ub85c \uace0\ucc29(sticky)\ub41c \ud750\ub984\uc744 \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \uc784\uae08 \uc0c1\uc2b9\ub960\ub3c4 5.5%\ub85c \uc5ec\uc804\ud788 \ub192\uc544, \uc911\uc559\uc740\ud589\uc73c\ub85c\uc11c\ub294 \uae34\ucd95 \uae30\uc870\ub97c \uc720\uc9c0\ud560 \uc218\ubc16\uc5d0 \uc5c6\uc5c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ud45c\ub294 \uc815\ucc45\uc774 \ub2f9\ubd84\uac04 \uae34\ucd95\uc801\uc73c\ub85c \uc720\uc9c0\ub420 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uad00\uc804 \ud3ec\uc778\ud2b8\ub294 7\ub300 2\uc758 \ud45c\uacb0 \ubd84\ud3ec\ub2e4. \ub2e4\uc218\ub294 \uc5ec\uc804\ud788 \ub9e4\ud30c\uc801(hawkish)\uc774\uc9c0\ub9cc, \ub3d9\uacb0\uc744 \uc8fc\uc7a5\ud55c 2\uba85\uc758 \uc18c\uc218 \uc758\uacac\uc740 \uc704\uc6d0\ud68c\uac00 \uae08\ub9ac \uc815\uc810(peak rate)\uc5d0 \uadfc\uc811\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub294 \uae08\ub9ac \uc778\uc0c1 \uc0ac\uc774\ud074 \uc885\ub8cc\uac00 \ud55c\ub450 \ucc28\ub840 \ud68c\uc758 \uc548\uc5d0 \ub2e4\uac00\uc654\uc744 \uc218 \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n<p>\uc774\uc5d0 \ub530\ub77c SONIA \uc120\ubb3c \uace1\uc120\uc744 \ud65c\uc6a9\ud574 \ud3ec\uc9c0\uc154\ub2dd\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \uadfc\uc6d4\ubb3c\uc740 \uc624\ub298 \uc778\uc0c1\uc73c\ub85c \ub808\ubca8\uc774 \uace0\uc815(anchored)\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\uc9c0\ub9cc, 6~9\uac1c\uc6d4 \uad6c\uac04\uc758 \uc120\ubb3c\uc5d0\uc11c\ub294 \uae30\ud68c\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc7a5\uae30\ubb3c \uad6c\uac04\uc740 2027\ub144 \ucd08 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \ucda9\ubd84\ud788 \ubc18\uc601\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\uc744 \uc218 \uc788\ub2e4.<\/p>\n<h3>Sterling Outlook And Equity Market Implications<\/h3>\n<p>\ud30c\uc6b4\ub4dc\ud654 \uce21\uba74\uc5d0\uc11c\ub294 \uc774\uc81c \u2018\uc0ac\uc2e4 \ub9e4\ub3c4(sell the fact)\u2019 \uad6c\ub3c4\uac00 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4. \ubcf4\ub2e4 \uacf5\uaca9\uc801\uc778 \uc120\uc81c \uac00\uc774\ub358\uc2a4\uac00 \ubd80\uc7ac\ud574 \ucd94\uac00 \uac15\uc138\ub97c \ucd09\ubc1c\ud560 \ucd09\ub9e4\uac00 \uc57d\ud574\uc84c\uae30 \ub54c\ubb38\uc774\ub2e4. \uacfc\uac70\uc5d0\ub3c4 GBP\/USD\ub294 \uc120\ubc18\uc601\ub41c \uae08\ub9ac \uc778\uc0c1 \uc774\ud6c4 \uc0c1\uc2b9 \ud0c4\ub825\uc774 \ub454\ud654\ub418\ub294 \uacbd\uc6b0\uac00 \uc7a6\uc558\uc73c\uba70, \uc774\ub294 2022~2023\ub144 \uc0ac\uc774\ud074\uc5d0\uc11c \uc5ec\ub7ec \ucc28\ub840 \ud655\uc778\ub410\ub2e4. \uc774\uc5d0 \ub530\ub77c \ub2e8\uae30 \ub9cc\uae30\uc758 GBP\/USD \ucf5c\uc635\uc158 \ub9e4\ub3c4\ub97c \ud1b5\ud574 \uc0c1\ub2e8 \uc81c\ud55c \uac00\ub2a5\uc131\uc744 \ud65c\uc6a9\ud558\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\uc11c\ub294 \uace0\uae08\ub9ac \ud658\uacbd\uc758 \uc7a5\uae30\ud654\uac00 FTSE 100\uc5d0 \ubd80\ub2f4 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4. \ud30c\uc6b4\ub4dc \uac15\uc138\ub294 \ud574\uc678 \ub9e4\ucd9c \ube44\uc911\uc774 \ud070 \ub300\ud615 \uc885\ubaa9\ub4e4\uc758 \uc2e4\uc801\uc5d0 \ubd88\ub9ac\ud558\uace0, \ub192\uc740 \ucc28\uc785 \ube44\uc6a9\uc740 \ub0b4\uc218 \uae30\uc5c5\ub4e4\uc758 \ube44\uc6a9 \ubd80\ub2f4\uc744 \ud0a4\uc6b4\ub2e4. \ud5a5\ud6c4 \uba87 \uc8fc\uac04 FTSE \uc120\ubb3c\uc5d0 \ub300\ud574\uc11c\ub294 \uc2e0\uc911\uc5d0\uc11c \uc57d\uc138(\ubcf4\uc218\uc801~\ubca0\uc5b4\ub9ac\uc2dc) \uae30\uc870\ub97c \uc720\uc9c0\ud560 \ubc29\uce68\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c\uc608\uc0c1\ub41c \uc778\uc0c1\u201d\uc5d0 \uc228\uc740 \ubd84\uc5f4\u2014BoE, \uae08\ub9ac \uc778\uc0c1\uc73c\ub85c \uae34\ucd95 \uc720\uc9c0. CPI 3.8%\u00b7\uc784\uae08 5.5%\uc5d0 \uc778\ud50c\ub808 \ubcf5\uadc0 \uac15\uc870. 7\ub3002 \ud45c\uacb0\uc740 \uc815\uc810 \uadfc\uc811 \uc2e0\ud638, GBP \u2018\uc0ac\uc2e4 \ub9e4\ub3c4\u2019\u00b7FTSE \ubd80\ub2f4 \uc608\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":47739,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49821","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\/49821","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=49821"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49821\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47739"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49821"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49821"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}