{"id":50579,"date":"2026-07-01T00:52:06","date_gmt":"2026-07-01T00:52:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%af%b8%c2%b7%ec%9d%bc-%ea%b8%88%eb%a6%ac-%ea%b2%a9%ec%b0%a8%eb%a1%9c-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%86%8d%e6%97%a5-%ea%b0%9c%ec%9e%85-%ea%b2%bd\/"},"modified":"2026-07-01T00:52:06","modified_gmt":"2026-07-01T00:52:06","slug":"%eb%af%b8%c2%b7%ec%9d%bc-%ea%b8%88%eb%a6%ac-%ea%b2%a9%ec%b0%a8%eb%a1%9c-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%86%8d%e6%97%a5-%ea%b0%9c%ec%9e%85-%ea%b2%bd","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%c2%b7%ec%9d%bc-%ea%b8%88%eb%a6%ac-%ea%b2%a9%ec%b0%a8%eb%a1%9c-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%86%8d%e6%97%a5-%ea%b0%9c%ec%9e%85-%ea%b2%bd\/","title":{"rendered":"\ubbf8\u00b7\uc77c \uae08\ub9ac \uaca9\ucc28\ub85c \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc \uc9c0\uc18d\u2026\u65e5 \uac1c\uc785 \uacbd\uace0\uc5d0\ub3c4 \ub2ec\ub7ec\/\uc5d4, \uc218\uc2ed \ub144\ub798 \uace0\uc810 \ubd80\uadfc \uc720\uc9c0"},"content":{"rendered":"

USD\/JPY\ub294 162.65 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uba70, \uae08\uc77c 0.44% \uc0c1\uc2b9\ud588\uace0 \uc218\uc2ed \ub144 \ub9cc\uc758 \uace0\uc810\uad8c\uc744 \uc720\uc9c0\ud588\ub2e4. \uac15\uc138 \ub2ec\ub7ec\uac00 \uc77c\ubcf8 \ub2f9\uad6d\uc758 \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \ubc18\ubcf5\uc801\uc778 \uad6c\ub450 \uacbd\uace0\ub97c \uacc4\uc18d \uc555\ub3c4\ud55c \ub370 \ub530\ub978 \uac83\uc774\ub2e4. \uc5d4\ud654\ub294 \uae08\ub9ac\ucc28(\uc218\uc775\ub960 \ucc28\uc774)\ub85c \uc778\ud55c \uc555\ubc15\uc5d0\uc11c \ubc97\uc5b4\ub098\uc9c0 \ubabb\ud574, \ub2f9\uad6d \ubc1c\uc5b8\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud070 \ud750\ub984\uc740 \uc720\uc9c0\ub410\ub2e4.<\/p>\n\n

\uc77c\ubcf8\uc758 \uae08\ub9ac \ud658\uacbd\uc740 \uc5ec\uc804\ud788 \ub4a4\ucc98\uc838 \uc788\ub2e4. \uc77c\ubcf8\uc740\ud589(BOJ)\uc740 6\uc6d4 \uc815\ucc45\uae08\ub9ac\ub97c 1%\ub85c \uc778\uc0c1\ud574 1995\ub144 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc73c\ub85c \ub04c\uc5b4\uc62c\ub838\uc9c0\ub9cc, \uc5ec\uc804\ud788 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 3.5%~3.75% \ubaa9\ud45c \ubc94\uc704\uc5d0 \ud06c\uac8c \ubabb \ubbf8\uce5c\ub2e4. \uc57d 250bp\uc758 \uaca9\ucc28\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\ub97c \uc9c0\ud0f1\ud55c\ub2e4. \ubbf8\uad6d\uc5d0\uc11c\ub294 \uc774\ub780 \uad00\ub828 \uae34\uc7a5\uc774 \uc778\ud50c\ub808\uc774\uc158 \uc6b0\ub824\ub97c \ud0a4\uc6b0\uba70 \ucd94\uac00 \uae34\ucd95 \uae30\ub300\ub97c \ub4b7\ubc1b\uce68\ud588\ub2e4. JOLTS\ub294 5\uc6d4 \uad6c\uc778 \uac74\uc218\uac00 759\ub9cc4\ucc9c \uac74\uc73c\ub85c \uc99d\uac00\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uace0, \uc2dc\uc7a5\uc740 \ucd94\uac00 \uc815\ucc45 \uc2e0\ud638\ub97c \uc704\ud574 \uc218\uc694\uc77c ADP \uace0\uc6a9\ubcc0\ud654\uc640 \ubaa9\uc694\uc77c \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(NFP)\ub97c \ub300\uae30\ud558\uace0 \uc788\uc5c8\ub2e4. ING\ub294 USD\/JPY\uac00 162\ub97c \uc0c1\ud68c\ud55c \uc774\ud6c4 \uac1c\uc785 \ub9ac\uc2a4\ud06c\uac00 \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc774\ub77c\uace0 \ud3c9\uac00\ud558\ub294 \ud55c\ud3b8, BOJ \ub17c\uc758\ub294 \uc810\uc9c4\uc801 \uc815\uc0c1\ud654 \ucabd\uc744 \uac00\ub9ac\ud0a4\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n\n

\uce90\ub9ac \ud2b8\ub808\uc774\ub4dc \ub3d9\ud559\uacfc \ub2e8\uae30 \ub9ac\uc2a4\ud06c<\/h3>\n\n

\ubbf8 \uc5f0\uc900\uacfc BOJ\uc758 \uc815\ucc45 \uaca9\ucc28\uac00 \ud070 \ub9cc\ud07c USD\/JPY\ub294 \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uac08 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc57d 2.5%p \uc218\uc900\uc758 \uae08\ub9ac\ucc28\ub294 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\ub97c \uac15\ud558\uac8c \uc9c0\uc9c0\ud574, \uc5d4\ud654 \ub300\ube44 \ub2ec\ub7ec \ubcf4\uc720\uc758 \uc218\uc775\uc131\uc744 \ub192\uc778\ub2e4. \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub294 \ub2f9\ubd84\uac04 \uc870\uc815 \uc2dc \uc774\ub97c \ub9e4\uc218 \uae30\ud68c\ub85c \ubcf4\ub294 \uc811\uadfc\uc774 \uc720\ud6a8\ud558\ub2e4.<\/p>\n\n

\uac00\uc7a5 \ud070 \ub9ac\uc2a4\ud06c\ub294 \uc77c\ubcf8 \ub2f9\uad6d\uc758 \uac1c\uc785 \uc704\ud611\uc774\uc9c0\ub9cc, \uadf8 \ud6a8\uacfc\ub294 \uc77c\uc2dc\uc801\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\uace0 \ud310\ub2e8\ud55c\ub2e4. 2026\ub144 5\uc6d4 \ubbf8\uad6d \uadfc\uc6d0 PCE \ubb3c\uac00\uc0c1\uc2b9\ub960\uc740 \uc804\ub144\ub300\ube44 2.9%\ub85c, \uc5ec\uc804\ud788 \uc5f0\uc900 \ubaa9\ud45c\ub97c \uc0c1\ub2f9 \ud3ed \uc0c1\ud68c\ud558\uba70 \uac15\ub2ec\ub7ec \ub17c\ub9ac\ub97c \uac15\ud654\ud55c\ub2e4. 2022~2024\ub144 \uc77c\ubcf8\uc758 \uac1c\uc785 \uc0ac\ub840\ub97c \ub3cc\uc544\ubcf4\uba74, \uc5d4\ud654 \uac15\uc138\ub294 \ub2e8\uae30\uc5d0 \uadf8\ucce4\uace0 \uc774\ud6c4 \uae08\ub9ac \ud380\ub354\uba58\ud138\uc774 \ub2e4\uc2dc \ud658\uc728\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4.<\/p>\n\n

\uc635\uc158 \uc804\ub7b5\uacfc \ud5a5\ud6c4 \uc774\ubca4\ud2b8 \ub9ac\uc2a4\ud06c<\/h3>\n\n

\uae09\ub77d \uac00\ub2a5\uc131\uc744 \uac10\uc548\ud560 \ub54c, \ud604\ubb3c(\ub610\ub294 \uc120\ubb3c) \uc21c\ub871 \ud3ec\uc9c0\uc158 \ubcf4\uc720\ubcf4\ub2e4 USD\/JPY \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uc120\ud638\ud55c\ub2e4. \uc774 \uc804\ub7b5\uc740 \ucd94\uac00 \uc0c1\uc2b9\uc5d0\uc11c \uc218\uc775 \uae30\ud68c\ub97c \ud655\ubcf4\ud558\ub294 \ub3d9\uc2dc\uc5d0, \ucd5c\ub300 \uc190\uc2e4\uc744 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc5c4\uaca9\ud788 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. \ub610\ud55c \uac1c\uc785 \uacbd\uacc4\ub85c \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ud070 \ub9cc\ud07c, \ucd08\uae30 \ube44\uc6a9\uc744 \uc904\uc774\uae30 \uc704\ud574 \ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread)\ub85c \uad6c\uc870\ud654\ud558\ub294 \ubc29\uc548\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n

\uc774\ubc88 \uc8fc \ubc1c\ud45c\ub418\ub294 \ubbf8\uad6d \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(NFP)\ub294 \ub2ec\ub7ec \ub7a0\ub9ac\uc5d0 \ucd94\uac00 \ub3d9\ub825\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \ud575\uc2ec \uc774\ubca4\ud2b8\ub2e4. 5\uc6d4 JOLTS\uc758 \uc0c1\ubc29 \uc11c\ud504\ub77c\uc774\uc988\uc640 \uc720\uc0ac\ud55c \uc218\uc900\uc758 \uac15\ud55c \uace0\uc6a9\uc774 \ud655\uc778\ub420 \uacbd\uc6b0, \uc62c\ud574 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1\uc744 \uc0ac\uc2e4\uc0c1 \ud655\uc815\uc9d3\ub294 \uc7ac\ub8cc\uac00 \ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 \ubaa9\uc694\uc77c \ubc1c\ud45c \uc804\ud6c4 \ubcc0\ub3d9\uc131 \uae09\ub4f1\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n\n

BOJ\uc758 \ucd5c\uadfc \uc778\uc0c1\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc815\ucc45 \uc815\uc0c1\ud654 \uc18d\ub3c4\ub294 \uc5f0\uc900\uc758 \uae34\ucd95 \uae30\uc870\ub97c \uc758\ubbf8 \uc788\uac8c \ud754\ub4e4 \ub9cc\ud07c \ube60\ub974\uc9c0 \uc54a\ub2e4. \uc2dc\uc7a5\uc740 \uc774\uc81c \uc77c\ubcf8 \ub2f9\uad6d\uc758 \uad6c\ub450 \uacbd\uace0\ub97c \ucd94\uc138 \uc804\ud658 \uc2dc\ub3c4\ub77c\uae30\ubcf4\ub2e4 \uc5d4\ud654 \uc57d\uc138 \uc18d\ub3c4\ub97c \ub2a6\ucd94\ub824\ub294 \uc2dc\ub3c4\ub85c \uc8fc\ub85c \uc778\uc2dd\ud558\uace0 \uc788\ub2e4. \ub530\ub77c\uc11c \uacf5\uc2dd \ubc1c\uc5b8\uc73c\ub85c \uc5d4\ud654\uac00 \uc77c\uc2dc \uac15\uc138\ub97c \ubcf4\uc77c \uacbd\uc6b0, \uc635\uc158 \uc804\ub7b5\uc744 \ud1b5\ud574 \uc774\ub97c \ub418\ub3cc\ub9ac\ub294(\uc5d4 \uac15\uc138\ub97c \ub9e4\ub3c4\ud558\ub294) \uc811\uadfc\uc744 \uc774\uc5b4\uac08 \ubc29\uce68\uc774\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":"

\u201c\uac1c\uc785 \uacbd\uace0\ub3c4 \ubabb \ub9c9\ub294\ub2e4\u201d USD\/JPY 162.65 \uace0\uc810\uad8c \uc720\uc9c0. 250bp \uae08\ub9ac\ucc28\u00b7\uc911\ub3d9\ubc1c \uc778\ud50c\ub808 \uc6b0\ub824\uac00 \ub2ec\ub7ec \uac15\uc138 \uc9c0\uc9c0. NFP \ubcc0\uc218, \uae09\ub77d \ub9ac\uc2a4\ud06c\uc5d4 \ucf5c\uc635\uc158\u00b7\ubd88\ucf5c\uc2a4\ud504\ub808\ub4dc \uc120\ud638.<\/p>\n","protected":false},"author":87,"featured_media":50203,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50579","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\/50579","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=50579"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50579\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50203"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50579"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50579"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50579"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}