{"id":49850,"date":"2026-06-19T10:52:35","date_gmt":"2026-06-19T10:52:35","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%97%94%ed%99%94-38%eb%85%84%eb%9e%98-%ec%b5%9c%ec%a0%80%ec%b9%98-%ea%b7%bc%ec%b2%98%ec%97%90%ec%84%9c-%ec%95%bd%ec%84%b8-%ec%a7%80%ec%86%8d%ea%b0%9c%ec%9e%85-%ea%b2%bd%ea%b3%84%ea%b0%90\/"},"modified":"2026-06-19T10:52:35","modified_gmt":"2026-06-19T10:52:35","slug":"%ec%97%94%ed%99%94-38%eb%85%84%eb%9e%98-%ec%b5%9c%ec%a0%80%ec%b9%98-%ea%b7%bc%ec%b2%98%ec%97%90%ec%84%9c-%ec%95%bd%ec%84%b8-%ec%a7%80%ec%86%8d%ea%b0%9c%ec%9e%85-%ea%b2%bd%ea%b3%84%ea%b0%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%97%94%ed%99%94-38%eb%85%84%eb%9e%98-%ec%b5%9c%ec%a0%80%ec%b9%98-%ea%b7%bc%ec%b2%98%ec%97%90%ec%84%9c-%ec%95%bd%ec%84%b8-%ec%a7%80%ec%86%8d%ea%b0%9c%ec%9e%85-%ea%b2%bd%ea%b3%84%ea%b0%90\/","title":{"rendered":"\uc5d4\ud654, 38\ub144\ub798 \ucd5c\uc800\uce58 \uadfc\ucc98\uc5d0\uc11c \uc57d\uc138 \uc9c0\uc18d\u2026\uac1c\uc785 \uacbd\uacc4\uac10 \uace0\uc870 \uc18d JGB \uae08\ub9ac \uc0c1\uc2b9"},"content":{"rendered":"<p>\uc77c\ubcf8 \uc5d4\ud654\ub294 \uc218\uc2ed \ub144 \ub9cc\uc758 \uc800\uc810 \ubd80\uadfc\uc5d0\uc11c \ub9f4\ub3cc\uc558\ub2e4. \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc740 \ubbf8 \ud6c4\ubc18 \uac70\ub798\uc5d0\uc11c 161.80\uae4c\uc9c0 \ucc0d\uc740 \ub4a4 \uc57d 161.38 \uc218\uc900\uc744 \ub098\ud0c0\ub0b4\uba70, 1986\ub144 \uc774\ud6c4 \ucd5c\uc57d\uc138 \uc218\uc900\uc5d0 \uadfc\uc811\ud588\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc774 \uad6c\uac04\uc5d0\uc11c \ub2f9\uad6d\uc758 \uacf5\uc2dd \uac1c\uc785 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uacbd\uacc4\uac00 \ud655\uc0b0\ub410\uc73c\uba70, \uc5f0\ud734\ub85c \uc720\ub3d9\uc131\uc774 \uc587\uc544\uc9c4 \uc810\uc774 \uc6b0\ub824\ub97c \ub354\uc6b1 \ud0a4\uc6e0\ub2e4. \uc77c\ubcf8 \ub2db\ucf00\uc774 \uc9c0\uc218\ub294 \ub300\uccb4\ub85c \ubcf4\ud569\uad8c\uc774\uc5c8\ub2e4.<\/p>\n<p>\uae08\ub9ac \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc7a5\uae30\ubb3c \uc77c\ubcf8\uad6d\ucc44(JGB)\uac00 \uc57d\uc138\ub97c \ubcf4\uc774\uba70(\uc218\uc775\ub960 \uc0c1\uc2b9) 10~30\ub144\ubb3c JGB \uc218\uc775\ub960\uc774 4~8bp \uc62c\ub790\ub2e4. \uc77c\ubcf8 \ubb3c\uac00 \uc9c0\ud45c\ub294 \ub300\uccb4\ub85c \uc608\uc0c1 \ubc94\uc704\uc5d0 \ubd80\ud569\ud574 \ud070 \ubcc0\uc218\ub85c \uc791\uc6a9\ud558\uc9c0 \uc54a\uc558\ub2e4. 5\uc6d4 \ud5e4\ub4dc\ub77c\uc778 CPI\ub294 \uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 1.5% \uc0c1\uc2b9\ud574 \uc804\uc6d4(1.4%) \ub300\ube44 \uc18c\ud3ed \ub192\uc544\uc84c\ub2e4. \ud574\ub2f9 \uae30\uc0ac\uc5d0\ub294 \uc778\uacf5\uc9c0\ub2a5 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud574 \uc791\uc131\ub410\uc73c\uba70 \ud3b8\uc9d1\uc790\uc758 \uac80\ud1a0\ub97c \uac70\ucce4\ub2e4\uace0 \uc801\uc2dc\ub3fc \uc788\ub2e4.<\/p>\n<h3>\uace0\uc870\ub41c \uc2dc\uc7a5 \uae34\uc7a5\uacfc \uac1c\uc785 \ub9ac\uc2a4\ud06c<\/h3>\n<p>USD\/JPY \ud658\uc728\uc774 40\ub144 \ub9cc\uc5d0 \ubcf4\uc9c0 \ubabb\ud588\ub358 \uc218\uc900\uc744 \uc2dc\ud5d8\ud558\uba74\uc11c \uc2dc\uc7a5 \uae34\uc7a5\uc774 \uadf9\ub3c4\ub85c \uace0\uc870\ub418\uace0 \uc788\ub2e4. \uc77c\ubcf8 \ub2f9\uad6d\uc758 \uac1c\uc785 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \uc810\uc740 \uae09\uaca9\ud55c \ub418\ub3cc\ub9bc(\uc5d4\ud654 \uae09\ubc18\ub4f1) \uc704\ud5d8\uc5d0 \ub300\ube44\ud574\uc57c \ud568\uc744 \uc758\ubbf8\ud55c\ub2e4. \uc5f0\ud734\ub85c \uac70\ub798 \uc720\ub3d9\uc131\uc774 \uc587\uc740 \ub9cc\ud07c, \ub2f9\uad6d \uc870\uce58\uac00 \ub098\uc62c \uacbd\uc6b0 \uc2dc\uc7a5 \ucda9\uaca9\uc774 \uc99d\ud3ed\ub420 \uc218 \uc788\uc5b4 \uacb0\ucf54 \uc548\uc77c\ud558\uac8c \ubcfc \uad6d\uba74\uc774 \uc544\ub2c8\ub2e4.<\/p>\n<p>\uadfc\ubcf8\uc801\uc778 \uc555\ub825\uc740 \ud070 \uae08\ub9ac \uaca9\ucc28\uc5d0\uc11c \ube44\ub86f\ub41c\ub2e4. \ubbf8 \uc5f0\ubc29\uae30\uae08\uae08\ub9ac\uac00 3.5%\uc778 \ubc18\uba74 \uc77c\ubcf8\uc740\ud589\uc758 \uc815\ucc45\uae08\ub9ac\ub294 0.15%\uc5d0 \ubd88\uacfc\ud558\ub2e4. \uc774 \uaca9\ucc28\ub294 \uc800\uae08\ub9ac \uc5d4\ud654\ub97c \ub9e4\ub3c4\ud574 \uace0\uae08\ub9ac \ub2ec\ub7ec\ub97c \ub9e4\uc218\ud558\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\ub97c \uacc4\uc18d \uc790\uadf9\ud55c\ub2e4. \uc774 \uac19\uc740 \ud380\ub354\uba58\ud138 \uad6c\ub3c4\uac00 \ubc14\ub00c\uc9c0 \uc54a\ub294 \ud55c, \uc5d4\ud654\ub294 \uad6c\uc870\uc801 \uc57d\uc138 \uc555\ub825\uc5d0\uc11c \ubc97\uc5b4\ub098\uae30 \uc5b4\ub835\ub2e4.<\/p>\n<h3>\ubcc0\ub3d9\uc131, \uacfc\uac70 \uc0ac\ub840, \uc804\ub7b5\uc801 \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>\uc774\ub7ec\ud55c \ub9ac\uc2a4\ud06c\ub97c \ubc18\uc601\ud574 \uc5d4\ud654 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 \ub69c\ub837\ud558\uac8c \uc0c1\uc2b9\ud558\uace0 \uc788\ub2e4. 1\uac1c\uc6d4\ubb3c \ubcc0\ub3d9\uc131\uc740 \ud604\uc7ac 12%\ub97c \ub118\uc5b4 18\uac1c\uc6d4\ub798 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc774 \ub2e8\uc21c\ud55c \uc810\uc9c4\uc801 \ud750\ub984\uc774 \uc544\ub2c8\ub77c \u201c\ud070 \ud3ed\uc758 \uc6c0\uc9c1\uc784\u201d \uc790\uccb4\ub97c \ud30c\uc0dd\uc2dc\uc7a5\uc5d0\uc11c \uc801\uadf9\uc801\uc73c\ub85c \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \uc5d4\ud654\uc758 \uae09\uaca9\ud55c \uac15\uc138(\ub2ec\ub7ec\/\uc5d4 \uae09\ub77d)\uc5d0 \ub300\ube44\ud55c \ubcf4\ud5d8\uc744 \ub9e4\uc218\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ub610\ud55c 2024\ub144 \ubd04 \uac1c\uc785 \uc0ac\ub840\uac00 \uc0c1\uae30\ub41c\ub2e4. \ub2f9\uc2dc \uc77c\ubcf8 \uc7ac\ubb34\uc131\uc740 \ud1b5\ud654 \ubc29\uc5b4\ub97c \uc704\ud574 \uc57d 10\uc870 \uc5d4\uc744 \ud22c\uc785\ud588\ub2e4. \uc624\ub298\ub0a0 \ube44\uc2b7\ud55c \uaddc\ubaa8\uc758 \uac1c\uc785\uc774 \uc7ac\ud604\ub420 \uacbd\uc6b0, \ub2ec\ub7ec\/\uc5d4\uc774 \ub2e8\uc77c \uc138\uc158\uc5d0\uc11c 5~7\uc5d4 \uae09\ub77d\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub3c4 \ucda9\ubd84\ud788 \uac00\ub2a5\ud558\ub2e4. \uc774\ub7f0 \uacfc\uac70 \uc804\ub840\ub294 \ud604\uc7ac \ub2f9\uad6d\uc758 \u2018\uad6c\ub450 \uacbd\uace0\u2019\uc758 \uc2e0\ub8b0\ub3c4\ub97c \ud55c\uce35 \ub192\uc778\ub2e4.<\/p>\n<p>\ub530\ub77c\uc11c \ud5a5\ud6c4 \uc218\uc8fc\uac04\uc758 \ud575\uc2ec\uc740 \uc635\uc158\uc744 \ud1b5\ud574 \uc774\ubd84\ubc95\uc801(\uac1c\uc785 \uc5ec\ubd80\uc5d0 \ub530\ub77c \uacb0\uacfc\uac00 \ud06c\uac8c \uac08\ub9ac\ub294) \ub9ac\uc2a4\ud06c\ub97c \uad00\ub9ac\ud558\ub294 \ub370 \uc788\ub2e4. \ub2f9\uad6d\uc758 \uae30\uc2b5 \uac1c\uc785 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud55c \uc804\ub7b5\uc73c\ub85c \uc678\uac00\uaca9(out-of-the-money) \ub2ec\ub7ec\/\uc5d4 \ud48b\uc635\uc158 \ub9e4\uc218\uac00 \ud569\ub9ac\uc801\uc774\ub77c\ub294 \ud310\ub2e8\uc774\ub2e4. \ucd5c\uadfc CFTC \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \ud22c\uae30\uc801 \uc5d4 \uc21c\uc20f \ud3ec\uc9c0\uc158\uc774 \uc0ac\uc0c1 \ucd5c\uace0 \uc218\uc900\uc5d0 \uadfc\uc811\ud558\uace0 \uc788\uc5b4, \uae09\uaca9\ud55c \ubc18\uc804\uc774 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \ub300\uaddc\ubaa8 \uc1fc\ud2b8 \uc2a4\ud034\uc988\ub85c \ubcc0\ub3d9\uc131\uc774 \ub354 \ud655\ub300\ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc5d4\ud654 40\ub144\ub798 \ucd5c\uc57d\uc138\u2026\ub2ec\ub7ec\/\uc5d4 161\uc5d4\ub300\uc11c \uac1c\uc785 \uacbd\uacc4 \ud655\uc0b0. \uc5f0\ud734 \uc720\ub3d9\uc131 \ubc15\uc57d\uc5d0 \ucda9\uaca9 \uc6b0\ub824. JGB \uae08\ub9ac \uc0c1\uc2b9, CPI\ub294 \ubb34\ub09c. \uc635\uc158 \ubcc0\ub3d9\uc131 \uae09\ub4f1\u00b7\uc21c\uc20f \ub204\uc801, \u2018\uae09\ubc18\ub4f1\u2019 \ub300\ube44 \ud544\uc694.<\/p>\n","protected":false},"author":87,"featured_media":47777,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49850","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\/49850","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=49850"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49850\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47777"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49850"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49850"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}