{"id":50303,"date":"2026-06-26T04:50:59","date_gmt":"2026-06-26T04:50:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ec%9c%8c%eb%a6%ac%ec%97%84%ec%8a%a4-%ec%97%b0%ec%a4%80-2-%eb%ac%bc%ea%b0%80-%eb%aa%a9%ed%91%9c-%eb%b3%b5%ea%b7%80-2028%eb%85%84%ec%9c%bc%eb%a1%9c-%eb%8a%a6%ec%b6%b0%ec%a7%88-%ec%88%98\/"},"modified":"2026-06-26T04:50:59","modified_gmt":"2026-06-26T04:50:59","slug":"%ec%9c%8c%eb%a6%ac%ec%97%84%ec%8a%a4-%ec%97%b0%ec%a4%80-2-%eb%ac%bc%ea%b0%80-%eb%aa%a9%ed%91%9c-%eb%b3%b5%ea%b7%80-2028%eb%85%84%ec%9c%bc%eb%a1%9c-%eb%8a%a6%ec%b6%b0%ec%a7%88-%ec%88%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9c%8c%eb%a6%ac%ec%97%84%ec%8a%a4-%ec%97%b0%ec%a4%80-2-%eb%ac%bc%ea%b0%80-%eb%aa%a9%ed%91%9c-%eb%b3%b5%ea%b7%80-2028%eb%85%84%ec%9c%bc%eb%a1%9c-%eb%8a%a6%ec%b6%b0%ec%a7%88-%ec%88%98\/","title":{"rendered":"\uc70c\ub9ac\uc5c4\uc2a4 \u201c\uc5f0\uc900 2% \ubb3c\uac00 \ubaa9\ud45c \ubcf5\uadc0 2028\ub144\uc73c\ub85c \ub2a6\ucdb0\uc9c8 \uc218\ub3c4\u2026\uace0\uae08\ub9ac \uae30\uc870 \uc7a5\uae30\ud654\u201d"},"content":{"rendered":"

\ub274\uc695 \uc5f0\uc740 \ucd1d\uc7ac\uc778 \uc874 \uc70c\ub9ac\uc5c4\uc2a4\ub294 \ud604 \uc815\ucc45\uc774 \ud604\uc7ac \uc5ec\uac74\uc5d0 \u201c\uc798 \ub9de\ucdb0\uc838 \uc788\ub2e4(well positioned)\u201d\uace0 \ud3c9\uac00\ud558\uba74\uc11c\ub3c4, \uc778\ud50c\ub808\uc774\uc158\uc774 \uc5f0\uc900\uc758 2% \ubaa9\ud45c\ub85c \ubcf5\uadc0\ud558\ub294 \ub370 \uc608\uc0c1\ubcf4\ub2e4 \ub354 \uc624\ub79c \uc2dc\uac04\uc774 \uac78\ub9b4 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \ubaa9\uc694\uc77c \uacf5\uac1c\ub41c \uc5f0\uc124\ubb38\uc5d0\uc11c \uadf8\ub294 2% \ub2ec\uc131 \uc2dc\uc810 \uc804\ub9dd\uc744 2027\ub144\uc5d0\uc11c 2028\ub144\uc73c\ub85c \ub2a6\ucdc4\uc73c\uba70, \ubb3c\uac00 \uc548\uc815 \ud68c\ubcf5\uc774 \u201c\ud544\uc218\uc801(imperative)\u201d\uc774\ub77c\uace0 \uac70\ub4ed \uac15\uc870\ud588\ub2e4. \uc70c\ub9ac\uc5c4\uc2a4\ub294 \uc62c\ud574 \uc778\ud50c\ub808\uc774\uc158\uc774 \uc57d 3.5% \uc218\uc900\uc73c\ub85c \ub454\ud654\ud558\ub418, \uc774\ud6c4 \ubb3c\uac00 \uc555\ub825\uc740 \uc810\uc9c4\uc801\uc73c\ub85c\ub9cc \uc644\ud654\ub420 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4.<\/p>\n

\uadf8\ub294 \ubbf8\uad6d \uacbd\uc81c\uac00 \uc911\ub3d9 \uc804\uc7c1\uc758 \uacbd\uc81c\uc801 \ucda9\uaca9\uc5d0\ub3c4 \uacac\uc870\ud568\uc744 \uc720\uc9c0\ud588\ub2e4\uace0 \ub9d0\ud588\uc73c\uba70, \ubd84\uc7c1\uacfc \uad00\ub828\ub41c \uad50\ub780\uc774 \uc870\uae30\uc5d0 \ud574\uc18c\ub420 \uacbd\uc6b0 \uc77c\ubd80 \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc744 \ub0ae\ucd9c \uc218 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud588\ub2e4. \uc70c\ub9ac\uc5c4\uc2a4\ub294 \uc131\uc7a5\ub960\uc744 \uc57d 2.25%\ub85c \uc608\uc0c1\ud558\uace0, \uc2e4\uc5c5\ub960\uc740 2028\ub144\uc5d0 4%\uae4c\uc9c0 \ud558\ub77d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \ub610\ud55c \uc0c1\uc124 \ub808\ud3ec(standing repo) \uc6b4\uc601\uc774 \uae08\ub9ac \uc555\ub825\uc744 \uc0c1\ub2e8\uc5d0\uc11c \uc5b5\uc81c\ud558\ub294 \ud575\uc2ec \ub3c4\uad6c\ub77c\uace0 \uc5b8\uae09\ud558\uba70, \ud544\uc694 \uc2dc \uc5f0\uc900\uc774 \uc900\ube44\uae08 \uad00\ub9ac \ucc28\uc6d0\uc758 \ub9e4\uc785 \uaddc\ubaa8\ub97c \uc870\uc815\ud560 \uac83\uc774\ub77c\uace0 \ub367\ubd99\uc600\ub2e4. FXS \uc2a4\ud53c\uce58 \ud2b8\ub798\ucee4 \uc810\uc218\ub294 \uae30\uc900\uc120 5.7\/10 \ub300\ube44 6\/10\uc774\uc5c8\uace0, FXS \uc5f0\uc900 \uc2ec\ub9ac\uc9c0\uc218\ub294 121.05\ub85c \ubcc0\ub3d9\uc774 \uc5c6\uc5c8\ub2e4.<\/p>\n

\uc5f0\uc900, \uace0\uae08\ub9ac \uc7a5\uae30\ud654 \uc2dc\uc0ac<\/h3>\n

\uc5f0\uc900\uc774 \uace0\uae08\ub9ac \uae30\uac04\uc774 \ub354 \uae38\uc5b4\uc9c8 \uac83\uc784\uc744 \uc2dc\uc0ac\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. 2% \ubb3c\uac00 \ubaa9\ud45c \ub2ec\uc131 \uc2dc\uc810\uc774 2028\ub144\uc73c\ub85c \ubbf8\ub904\uc9c0\uba74\uc11c, \ub2e8\uae30\uac04 \ub0b4 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc740 \ud06c\uac8c \ub0ae\uc544\uc84c\ub2e4. \uc774\ub7ec\ud55c \ub9e4\ud30c\uc801 \uae30\uc870\ub294 \uc778\ud50c\ub808\uc774\uc158\uc744 \ud655\uc2e4\ud788 \uc81c\uc555\ud558\uae30 \uc704\ud574 \uc5f0\uc900\uc774 \uac15\ud55c \uacbd\uae30 \uc5ec\uac74\uc744 \uc77c\uc815 \ubd80\ubd84 \uac10\ub0b4\ud560 \uc758\uc0ac\uac00 \uc788\uc74c\uc744 \uc7ac\ud655\uc778\ud55c\ub2e4.<\/p>\n

\uc774 \uac19\uc740 \uc804\ub9dd\uc740 \ucd5c\uc2e0 \uacbd\uc81c\uc9c0\ud45c\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. 2026\ub144 5\uc6d4 CPI \ubcf4\uace0\uc11c\uc5d0\uc11c \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc740 \uc644\uace0\ud55c 3.6%\ub97c \uae30\ub85d\ud588\uace0, \uace0\uc6a9\ubcf4\uace0\uc11c\ub294 21\ub9cc5,000\uba85 \uc99d\uac00\ub85c \uacac\uc870\ud55c \uace0\uc6a9 \ucc3d\ucd9c\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \uc774\ub7f0 \uc218\uce58\ub294 \uc5f0\uc900\uc774 \uc815\ucc45 \uc644\ud654\ub97c \uac80\ud1a0\ud560 \uc720\uc778\uc744 \uac70\uc758 \uc81c\uacf5\ud558\uc9c0 \uc54a\ub294\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uc601\ud5a5 \ubc0f \ud2b8\ub808\uc774\ub529 \uc804\ub7b5<\/h3>\n

\uc635\uc158 \ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c\ub294 \uc5f0\uc900\uc758 \uacbd\ub85c\uac00 \ub2f9\ubd84\uac04 \uace0\uc815\ub3fc \ubcf4\uc774\ub294 \ub9cc\ud07c, \uae08\ub9ac\uc120\ubb3c\uc5d0\uc11c \ubcc0\ub3d9\uc131\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ubc15\uc2a4\uad8c \uac70\ub798 \uad6d\uba74\uc774 \uc608\uc0c1\ub418\uc9c0\ub9cc, \uc8fc\uc694 \ubb3c\uac00 \ubc0f \uace0\uc6a9 \uc9c0\ud45c \ubc1c\ud45c \uc804\ud6c4\ub85c \ubcc0\ub3d9\uc131\uc774 \uae09\ub4f1\ud560 \uac00\ub2a5\uc131\uc5d0\ub294 \uacbd\uacc4\uac00 \ud544\uc694\ud558\ub2e4. \ub2e8\uae30\uae08\ub9ac \uace0\uc810\uc5d0 \ub530\ub978 \ub192\uc740 \u2018\uce90\ub9ac(carry)\u2019\ub85c \ub2e8\uae30\ubb3c \uc635\uc158\uc758 \uac00\uaca9 \ubd80\ub2f4\uc774 \ud2b9\ud788 \ud06c\ub2e4.<\/p>\n

\uc774\uc5d0 \ub530\ub77c \uc6b0\ub9ac\ub294 \ub354 \ube44\ub458\uae30\ud30c \uc131\ud5a5\uc758 \uc911\uc559\uc740\ud589\uc744 \uac00\uc9c4 \ud1b5\ud654 \ub300\ube44 \ubbf8 \ub2ec\ub7ec \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubcf4\uace0 \ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \uac15\ub2ec\ub7ec\uc5d0 \ub300\ud55c \ubca0\ud305\uc774 \ubc18\ubcf5\uc801\uc73c\ub85c \ud2c0\ub838\ub358 2023~2024\ub144\uacfc \uc720\uc0ac\ud55c \ud658\uacbd\uc774\ub2e4. \ub610\ud55c \ud3c9\ud0c4\ud654 \ub610\ub294 \uc5ed\uc804\ub41c \uc218\uc775\ub960\uace1\uc120\uc5d0\uc11c \uc218\uc775\uc744 \uc5bb\ub294 \ud30c\uc0dd \ud3ec\uc9c0\uc158\ub3c4 \ub9e4\ub825\uc801\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc740 \uc774\uc81c \uc774\ub7ec\ud55c \ud604\uc2e4\uc744 \ubc18\uc601\ud558\uba70 \uc870\uc815\uc744 \uc9c4\ud589 \uc911\uc774\uace0, Fed Funds \uc120\ubb3c\uc5d0\ub3c4 \uc774\ubc88 \ub9e4\ud30c\uc801 \ubc1c\uc5b8\uc774 \ubc18\uc601\ub418\uace0 \uc788\ub2e4. CME \ud398\ub4dc\uc6cc\uce58 \ud234\uc740 2026\ub144 \ub9d0 \uc774\uc804 \uae08\ub9ac \uc778\ud558 \ud655\ub960\uc744 20% \ubbf8\ub9cc\uc73c\ub85c \uc81c\uc2dc\ud55c\ub2e4. \uc6b0\ub9ac\ub294 \uc774\ub7ec\ud55c \uc7ac\uac00\uaca9\ud654\uac00 \uc7a5\uae30\uae08\ub9ac\uc5d0 \ubbfc\uac10\ud55c \uc790\uc0b0\uc5d0 \ub300\ud55c \uc555\ub825\uc73c\ub85c \uacc4\uc18d \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubcf8\ub2e4.<\/p>\n\n\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

\u201c2% \ubcf5\uadc0, \ub354 \ub2a6\uc5b4\uc9c4\ub2e4\u201d \uc70c\ub9ac\uc5c4\uc2a4 \uc5f0\uc740 \ucd1d\uc7ac, \ubb3c\uac00 \ubaa9\ud45c 2028\ub144\uc73c\ub85c \ud6c4\ud1f4 \uacbd\uace0. \uace0\uae08\ub9ac \uc7a5\uae30\ud654 \uc2dc\uc0ac\uc5d0 \uc778\ud558 \uae30\ub300 \uae09\ub77d, \uac15\ub2ec\ub7ec\u00b7\ucee4\ube0c \ud30c\uc0dd \uc804\ub7b5 \ubd80\uac01.<\/p>\n","protected":false},"author":87,"featured_media":50111,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50303","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\/50303","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=50303"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50303\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50111"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}