{"id":49828,"date":"2026-06-18T16:22:40","date_gmt":"2026-06-18T16:22:40","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%eb%81%88%ec%a0%81%ed%95%9c-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98%ec%97%90-%ea%b8%b0%ec%a4%80%ea%b8%88%eb%a6%ac-%eb%8f%99%ea%b2%b0-%eb%8b%a4\/"},"modified":"2026-06-18T16:22:40","modified_gmt":"2026-06-18T16:22:40","slug":"%ec%98%81%eb%9e%80%ec%9d%80%ed%96%89-%eb%81%88%ec%a0%81%ed%95%9c-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98%ec%97%90-%ea%b8%b0%ec%a4%80%ea%b8%88%eb%a6%ac-%eb%8f%99%ea%b2%b0-%eb%8b%a4","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-%eb%81%88%ec%a0%81%ed%95%9c-%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98%ec%97%90-%ea%b8%b0%ec%a4%80%ea%b8%88%eb%a6%ac-%eb%8f%99%ea%b2%b0-%eb%8b%a4\/","title":{"rendered":"\uc601\ub780\uc740\ud589, \ub048\uc801\ud55c \uc778\ud50c\ub808\uc774\uc158\uc5d0 \uae30\uc900\uae08\ub9ac \ub3d9\uacb0\u2026 \ub2e4\uc74c \uc815\ucc45 \ud589\ubcf4\uc5d0 \uc2dc\uc7a5 \u2018\ucd09\uac01\u2019"},"content":{"rendered":"<p>\uc601\ub780\uc740\ud589(BoE)\uc740 \uc2dc\uc7a5 \uc608\uc0c1\ub300\ub85c \uae30\uc900\uae08\ub9ac(Bank Rate)\ub97c 3.75%\ub85c \ub3d9\uacb0\ud588\ub2e4. \ud1b5\ud654\uc815\ucc45\uc704\uc6d0\ud68c(MPC)\ub294 \uac89\ubcf4\uae30\uc5d0\ub294 4\uc6d4\ubcf4\ub2e4 \ub354 \uc758\uacac\uc774 \uac08\ub9b0 \ub4ef \ubcf4\uc600\uc9c0\ub9cc, \uacb0\uc815 \uacb0\uacfc\ub294 \ub2f9\ubd84\uac04 \uc815\ucc45\uc744 \ub3d9\uacb0\ud558\ub824\ub294 \ubcf4\ub2e4 \ud655\uace0\ud55c \uacf5\uac10\ub300\ub97c \uc2dc\uc0ac\ud588\ub2e4. \ucd5c\uadfc \uc9c0\ud45c\uc640 \ud568\uaed8 \uc774\ub780\u00b7\ubbf8\uad6d \ud569\uc758\uac00 2\ucc28 \ud30c\uae09(2\ucc28 \ud6a8\uacfc) \uad00\ub828 \uc704\ud5d8 \uc778\uc2dd\uc744 \ub0ae\ucd98 \uc694\uc778\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4.<\/p>\n<p>MPC\ub294 \uc5ec\ub984\uae4c\uc9c0\uc758 \uc815\ucc45 \uc720\uc5f0\uc131\ub3c4 \uc720\uc9c0\ud558\uba70, \ub9e4\ud30c\uc801 \ud3b8\ud5a5\uc744 \uc720\uc9c0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc5ec\uac74 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc815\ucc45\uc744 \uc870\uc815\ud560 \uc218 \uc788\ub294 \uc120\ud0dd\uc9c0\ub97c \ub0a8\uaca8\ub480\ub2e4. \ub3c4\uc774\uccb4\ubc29\ud06c\ub294 2024\ub144 \ub0b4\ub0b4 \uae30\uc900\uae08\ub9ac\uac00 \ub3d9\uacb0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uae08\ub9ac \uc778\ud558\ub294 2025\ub144 \ubd04\ubd80\ud130 \uc7ac\uac1c\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \ud574\ub2f9 \uae30\uc0ac\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \ub3c4\uad6c\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uc544 \uc791\uc131\ub410\uace0 \ud3b8\uc9d1\uc790 \uac80\ud1a0\ub97c \uac70\ucce4\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<h3>Persistent Inflation and Policy Pause<\/h3>\n<p>\ub418\ub3cc\uc544\ubcf4\uba74, \uae30\uc900\uae08\ub9ac\ub97c 3.75%\ub85c \ub3d9\uacb0\ud55c \uacb0\uc815\uc740 \uc774\ud6c4 \uc815\ucc45 \uae30\uc870\ub97c \ud2b9\uc9d5\uc9c0\uc5b4 \uc628 \uc2e0\uc911\ud55c \uc811\uadfc\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \uc608\uc0c1\ub300\ub85c 2025\ub144\uc5d0 \uc778\ud558\uac00 \uc2dc\uc791\ub418\uae34 \ud588\uc9c0\ub9cc, \uc601\ub780\uc740\ud589\uc740 \ud604\uc7ac \uc644\ud654 \uc0ac\uc774\ud074\uc744 \uc911\ub2e8\ud55c \uc0c1\ud0dc\ub2e4. \uc624\ub298(2026\ub144 6\uc6d4 18\uc77c) \uae30\uc900 \uae30\uc900\uae08\ub9ac\ub294 3.00%\uc774\uba70, \uc2dc\uc7a5\uc740 \ub2e4\uc74c \ud589\ubcf4\ub97c \ub450\uace0 \ud655\uc2e0\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc774\ubc88 \uc911\ub2e8\uc758 \ubc30\uacbd\uc740 \uace0\ucc29\ud654\ub418\ub294 \uc778\ud50c\ub808\uc774\uc158\uc774\ub2e4. \ucd5c\uadfc \uc9c0\ud45c\ub294 \ubb3c\uac00 \uc555\ub825\uc774 \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\uace0 \uc788\uc74c\uc744 \ud655\uc778\ud574\uc900\ub2e4. \ucd5c\uc2e0 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI)\ub294 2.8%\ub85c, \uc9c0\ub09c\ub2ec 2.6%\uc5d0\uc11c \uc608\uc0c1\uacfc \ub2ec\ub9ac \uc0c1\uc2b9\ud588\uace0, \uc784\uae08 \uc0c1\uc2b9\ub960\ub3c4 4.5% \ubd80\uadfc\uc758 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \uc778\ud50c\ub808\uc774\uc158\uc774 2% \ubaa9\ud45c\ub85c \ud655\uc2e4\ud788 \ubcf5\uadc0 \uacbd\ub85c\uc5d0 \uc62c\ub77c\uc130\ub2e4\ub294 \uc2dc\uac01\uc5d0 \ub3c4\uc804\ud55c\ub2e4.<\/p>\n<h3>Market Implications and Positioning Strategies<\/h3>\n<p>\uc6b0\ub9ac\uc758 \uad00\uc810\uc5d0\uc11c \uc2dc\uc7a5\uc740 \uc62c\ud574 \ucd94\uac00 \uc644\ud654\ub97c \ub108\ubb34 \uc131\uae09\ud558\uac8c \uac00\uaca9\uc5d0 \ubc18\uc601\ud574 \uc654\ub2e4. \uc6b0\ub9ac\ub294 \uc601\ub780\uc740\ud589\uc774 \uc5ec\ub984 \ub3d9\uc548, \ub098\uc544\uac00 \uac00\uc744\uae4c\uc9c0\ub3c4 \ub3d9\uacb0\uc744 \uc720\uc9c0\ud560 \uac83\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158\uc5d0\uc11c \uac00\uce58\uac00 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub294 \uc601\uad6d \uae08\ub9ac\ucee4\ube0c \ub2e8\uae30\ubb3c(\ud504\ub7f0\ud2b8\uc5d4\ub4dc)\uc774 \ubcf4\ub2e4 \ub9e4\ud30c\uc801\uc778 \ud604\uc2e4\uc5d0 \ube44\ud574 \uc798\ubabb \uac00\uaca9 \ucc45\uc815\ub3fc \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n<p>\uc774\ub97c \uc704\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc73c\ub85c, \ud604\uc7ac \uac00\uaca9\uc774 \uc6b0\ub9ac\uac00 \uc608\uc0c1\ud558\ub294 \uac83\ubcf4\ub2e4 \ub354 \ub192\uc740 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc744 \ub0b4\ud3ec\ud558\uace0 \uc788\ub294 2026\ub144 12\uc6d4 \ub9cc\uae30 SONIA \uc120\ubb3c\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc744 \uc81c\uc2dc\ud55c\ub2e4. \ub300\uc548\uc73c\ub85c\ub294 8\uc6d4 MPC \ud68c\uc758\ub97c \uc804\ud6c4\ud574 \ubcc0\ub3d9\uc131\uc774 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \ub9cc\ud07c, \uc635\uc158\uc744 \ud65c\uc6a9\ud574 \uc218\uc775 \uae30\ud68c\ub97c \ubaa8\uc0c9\ud560 \uc218 \uc788\ub2e4. \ub2e8\uae30 \uae08\ub9ac\uc120\ubb3c(Short-Sterling)\uc5d0\uc11c \ub871 \uc2a4\ud2b8\ub798\ub4e4(long straddle)\uc744 \uad6c\ucd95\ud558\uba74 \uc5b4\ub290 \ubc29\ud5a5\uc774\ub4e0 \ud070 \ubcc0\ub3d9\uc744 \ud3ec\ucc29\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher-for-longer)\u2019 \ud658\uacbd\uc740 \ud30c\uc6b4\ub4dc\ud654\uc5d0\ub3c4 \uc9c0\uc9c0 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc6b0\ub9ac\ub294 \ud1b5\ud654 \ud30c\uc0dd\uc0c1\ud488\uc5d0\uc11c\ub3c4 \uae30\ud68c\ub97c \ubcf8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 3\uac1c\uc6d4 \ub9cc\uae30\uc758 GBP\/USD \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\uba74, \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac00 \uc57d\ud654\ub418\ub294 \uacfc\uc815\uc5d0\uc11c \ub098\ud0c0\ub0a0 \uc218 \uc788\ub294 \ud30c\uc6b4\ub4dc \uac15\uc138\uc758 \uc218\ud61c\ub97c \ub178\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201c\uc778\ud558 \uae30\ub300\u201d\uc5d0 \ucc2c\ubb3c: BoE, \uae30\uc900\uae08\ub9ac 3.75% \ub3d9\uacb0\ub85c \ub9e4\ud30c \uae30\uc870 \uc7ac\ud655\uc778. \uace0\ucc29\ud654 \ubb3c\uac00\u00b7\uc784\uae08\uc5d0 \uc5ec\ub984~\uac00\uc744 \ub3d9\uacb0 \ubca0\ud305 \ubd80\uc0c1, SONIA \ub9e4\ub3c4\u00b7\uc635\uc158\uc804\ub7b5 \ubc0f \ud30c\uc6b4\ub4dc \uac15\uc138 \uc2dc\ub098\ub9ac\uc624 \uc8fc\ubaa9.<\/p>\n","protected":false},"author":87,"featured_media":47713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49828","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\/49828","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=49828"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49828\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47713"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}