{"id":50472,"date":"2026-06-29T17:21:07","date_gmt":"2026-06-29T17:21:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%97%b0%ec%a4%80%ea%b3%bc-%eb%af%b8%ea%b5%ad-%ec%88%98%ec%9d%b5%eb%a5%a0%ea%b3%a1%ec%84%a0-%ed%8f%89%ed%83%84%ed%99%94%ec%97%90-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8\/"},"modified":"2026-06-29T17:21:07","modified_gmt":"2026-06-29T17:21:07","slug":"%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%97%b0%ec%a4%80%ea%b3%bc-%eb%af%b8%ea%b5%ad-%ec%88%98%ec%9d%b5%eb%a5%a0%ea%b3%a1%ec%84%a0-%ed%8f%89%ed%83%84%ed%99%94%ec%97%90-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%97%b0%ec%a4%80%ea%b3%bc-%eb%af%b8%ea%b5%ad-%ec%88%98%ec%9d%b5%eb%a5%a0%ea%b3%a1%ec%84%a0-%ed%8f%89%ed%83%84%ed%99%94%ec%97%90-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8\/","title":{"rendered":"\ub9e4\ud30c\uc801 \uc5f0\uc900\uacfc \ubbf8\uad6d \uc218\uc775\ub960\uace1\uc120 \ud3c9\ud0c4\ud654\uc5d0 \ub2ec\ub7ec \uac15\uc138\u2026OCBC, \uc720\ub85c \uc804\ub9dd \ud558\ud5a5\u00b7\uc5d4 \uc804\ub9dd \uc0c1\ud5a5"},"content":{"rendered":"<p>\ub354 \ub9e4\ud30c\uc801\uc778 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc640 \ud3c9\ud0c4\ud574\uc9c4 \ubbf8\uad6d \uc218\uc775\ub960\uace1\uc120\uc774 \uace0\uc720\uac00\ub97c \ub300\uccb4\ud574 \ub2ec\ub7ec\uc758 \ud575\uc2ec \uc9c0\uc9c0 \uc694\uc778\uc73c\ub85c \ubd80\uc0c1\ud588\ub2e4. \uc720\uac00 \ud558\ub77d\uc73c\ub85c \uad50\uc5ed\uc870\uac74\uc774 \uc545\ud654\ub410\uc74c\uc5d0\ub3c4 \ub2ec\ub7ec\ub294 \uac15\uc138\ub97c \ubcf4\uc600\ub2e4. \uc774 \uac19\uc740 \ubcc0\ud654\ub294 \uae08\uacfc \uac00\uc0c1\uc790\uc0b0 \uac00\uaca9 \uc57d\uc138\ub85c \ub4dc\ub7ec\ub09c \u2018\uac00\uce58 \ud6fc\uc190(debasement) \ud2b8\ub808\uc774\ub4dc\u2019\uc758 \uccad\uc0b0\uacfc \ub9de\ubb3c\ub838\uc73c\uba70, \uc5d0\ub108\uc9c0 \uc1fc\ud06c \ub2f9\uc2dc \ub098\ud0c0\ub0ac\ub358 \uad34\ub9ac \uc774\ud6c4 \uc2dc\uc7a5\uc758 \ucd08\uc810\uc774 \uc815\ucc45 \ub3c5\ub9bd\uc131\uacfc \ub2ec\ub7ec(USD) \ubc0f \uae08\ub9ac \ucc28(\uc2a4\ud504\ub808\ub4dc) \uac04 \uc5f0\uacc4\uc131\uc73c\ub85c \ub2e4\uc2dc \ub3cc\uc544\uc654\ub2e4\ub294 \uc810\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<p>OCBC\ub294 \uc5f0\ub9d0 \ud658\uc728 \uc804\ub9dd\uc744 \uc218\uc815\ud574 EUR\/USD \ubaa9\ud45c\uce58\ub97c 1.18\uc5d0\uc11c 1.11\ub85c \ub0ae\ucd94\uace0, USD\/JPY\ub294 155\uc5d0\uc11c 163\uc73c\ub85c \uc0c1\ud5a5\ud588\ub2e4. \ub3d9\ud589\uc740 \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY)\uac00 \uc0c1\ub2e8 \ub3cc\ud30c\ud560 \uacbd\uc6b0 2~3% \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc774 \uc788\ub2e4\uace0 \ubd24\uc73c\uba70, 5% \uc0c1\uc2b9\uc744 \uc704\ud574\uc11c\ub294 \uc720\uac00 \uae09\ub4f1 \ub610\ub294 \ubbf8\uad6d \uacbd\uae30 \uacfc\uc5f4 \uc2dc\ub098\ub9ac\uc624\uac00 \ud544\uc694\ud558\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4. \uae08\ub9ac \ucc28 \ud655\ub300\uc640 \ub3d9\ubc18\ub41c \ub2ec\ub7ec \uac15\uc138\ub294 \uc2a4\uc704\uc2a4\ud504\ub791\uacfc \uc77c\ubcf8\uc5d4\ucc98\ub7fc \uc800\uae08\ub9ac \ud1b5\ud654\uc5d0 \uac00\uc7a5 \ud070 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc804\ub9dd\uc774\ub2e4. \ub2e4\ub9cc \uc790\uae08\uc870\ub2ec \ud1b5\ud654 \uc120\ud0dd\uc5d0 \ub530\ub77c \uacbd\uae30\ubbfc\uac10\ud615 \uce90\ub9ac \uc804\ub7b5\uc740 \uc5ec\uc804\ud788 \uc131\uacfc\ub97c \ub0bc \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n<h3>Fed Policy Independence Now Drives USD Strength<\/h3>\n<p>\ubbf8\uad6d \ub2ec\ub7ec \uac15\uc138\ub294 \ub354 \uc774\uc0c1 \uc720\uac00\uc640 \uc5f0\ub3d9\ub418\uae30\ubcf4\ub2e4\ub294 Fed\uc758 \ub9e4\ud30c\uc801 \uc2a4\ud0e0\uc2a4\uc5d0 \uc758\ud574 \uc88c\uc6b0\ub418\uace0 \uc788\ub2e4. Fed\uc758 \uc815\ucc45 \ub3c5\ub9bd\uc131\uc5d0 \ub300\ud55c \ud655\uace0\ud55c \uc758\uc9c0\uac00 \uae08\uacfc \uac00\uc0c1\uc790\uc0b0 \ub4f1 \uc790\uc0b0\uc5d0 \ub300\ud55c \uac70\ub798(\ud3ec\uc9c0\uc158) \uccad\uc0b0\uc744 \uc720\ub3c4\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \uae08\ub9ac \ucc28 \ud655\ub300\uc640\uc758 \uc7ac\uc815\ub82c \uacfc\uc815\uc5d0\uc11c \ub2ec\ub7ec\ub97c \uac15\uc138\ub85c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\ub2e4.<\/p>\n<p>5\uc6d4 \ubbf8\uad6d CPI\ub294 3.8%\ub85c \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uba70 \ub454\ud654\uac00 \ub354\ub514\uac8c \ub098\ud0c0\ub0ac\uace0, \uc774\ub294 Fed\uc758 \uac15\uacbd\ud55c \uba54\uc2dc\uc9c0\ub97c \uc7ac\ud655\uc778\ud588\ub2e4. \uadf8 \uacb0\uacfc \ubbf8 \uad6d\ucc44 10\ub144\ubb3c\uacfc 2\ub144\ubb3c \uae08\ub9ac \uc2a4\ud504\ub808\ub4dc\ub294 15bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8)\uae4c\uc9c0 \ucd95\uc18c\ub410\ub294\ub370, \uc774\ub294 \uc804\ud1b5\uc801\uc73c\ub85c \ub2ec\ub7ec \uac15\uc138\ub97c \uc9c0\uc9c0\ud558\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ub7ec\ud55c \ud750\ub984\uc740 \uc5ec\ub984\ucca0\uc5d0\ub3c4 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n<h3>Positioning and Trade Strategies Amid USD Outperformance<\/h3>\n<p>\uc774 \uac19\uc740 \uc804\ub9dd\uc744 \ubc14\ud0d5\uc73c\ub85c \uc720\ub85c\ud654 \uc57d\uc138\uc5d0 \ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\uc73c\uba70, \uc5f0\ub9d0 EUR\/USD 1.11\uc744 \ubaa9\ud45c\ub85c \uc81c\uc2dc\ud55c\ub2e4. \ud30c\uc0dd\uc0c1\ud488 \ud22c\uc790\uc790\ub77c\uba74 \uc608\uc0c1\ub418\ub294 \ud558\ub77d\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574 EUR\/USD \ud48b\uc635\uc158 \ub9e4\uc218 \ub610\ub294 \uc120\ubb3c \ub9e4\ub3c4\ub97c \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4. \ucd5c\uadfc \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB)\uc758 \ube44\ub458\uae30\ud30c\uc801 \uc804\ud658\uc774 Fed\uc640 \ub300\ube44\ub418\uba74\uc11c \uc774\ub7ec\ud55c \uad00\uc810\uc744 \ucd94\uac00\ub85c \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n<p>\uc77c\ubcf8\uc5d4\uc740 \ud2b9\ud788 \ucde8\uc57d\ud55c \uac83\uc73c\ub85c \ubcf4\uc774\uba70 USD\/JPY\uac00 163\uae4c\uc9c0 \uc0c1\uc2b9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \ucd08\uc644\ud654\uc801 \ud1b5\ud654\uc815\ucc45 \uace0\uc218\ub294 USD\/JPY \ucf5c\uc635\uc158 \ud65c\uc6a9 \ub17c\ub9ac\ub97c \uac15\ud654\ud55c\ub2e4. \uae08\ub9ac \uaca9\ucc28\ub294 \uc62c\ud574 \ub4e4\uc5b4 \uac00\uc7a5 \ud06c\uac8c \ubc8c\uc5b4\uc9c4 \uc218\uc900\uc73c\ub85c, \ud655\uc2e0\ub3c4\uac00 \ub192\uc740 \ud2b8\ub808\uc774\ub4dc\ub85c \ud3c9\uac00\ub41c\ub2e4.<\/p>\n<p>\ud604\uc7ac \uc57d 106.50 \uc218\uc900\uc778 \ub2ec\ub7ec\uc778\ub371\uc2a4(DXY)\ub294 2~3% \uc0c1\uc2b9\uc744 \uc608\uc0c1\ud558\uba70, \uc774\ub294 2022\ub144 \ub9d0 \ub2ec\ub7ec \uae09\ub4f1 \uad6d\uba74\uc744 \uc5f0\uc0c1\uc2dc\ud0a8\ub2e4. \ub354 \ub192\uc740 \uc704\ud5d8\uc120\ud638\ub97c \uac00\uc9c4 \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \uc2a4\uc704\uc2a4\ud504\ub791 \ub610\ub294 \uc77c\ubcf8\uc5d4\uc744 \ub9e4\ub3c4(\ucc28\uc785)\ud574 \uc7ac\uc6d0\uc744 \ub9c8\ub828\ud558\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uac00 \uc5ec\uc804\ud788 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc774 \ud658\uacbd\uc5d0\uc11c\ub294 \ub9e4\uc218(\ub871)\ud560 \uace0\uae08\ub9ac \ud1b5\ud654\uc758 \uc120\ubcc4\uc774 \ud2b9\ud788 \uc911\uc694\ud558\ub2e4.<\/p>\n\n\n\n<p><b>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr-asia\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>\u201c\uc720\uac00 \uc544\ub2cc Fed\uac00 \ub2ec\ub7ec\ub97c \ub04c\uc5b4\uc62c\ub9b0\ub2e4\u201d \ub9e4\ud30c Fed\u00b7\ud3c9\ud0c4\ud654 \uc218\uc775\ub960\uace1\uc120\uc774 USD \uc9c0\uc9c0, \uac00\uce58\ud6fc\uc190 \ud2b8\ub808\uc774\ub4dc \uccad\uc0b0. OCBC: EUR\/USD 1.11 \ud558\ud5a5, USD\/JPY 163 \uc0c1\ud5a5, DXY 2~3% \ucd94\uac00.<\/p>\n","protected":false},"author":87,"featured_media":50126,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50472","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\/50472","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=50472"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50472\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50126"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50472"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50472"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}