{"id":50623,"date":"2026-07-01T09:21:53","date_gmt":"2026-07-01T09:21:53","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ec%8b%a0%ed%8a%b8%eb%9d%bc-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ed%8c%a8%eb%84%90-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8%ec%97%94%ed%99%94-%ea%b0%9c%ec%9e%85\/"},"modified":"2026-07-01T09:21:53","modified_gmt":"2026-07-01T09:21:53","slug":"%ec%8b%a0%ed%8a%b8%eb%9d%bc-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ed%8c%a8%eb%84%90-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8%ec%97%94%ed%99%94-%ea%b0%9c%ec%9e%85","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8b%a0%ed%8a%b8%eb%9d%bc-%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89-%ed%8c%a8%eb%84%90-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8%ec%97%94%ed%99%94-%ea%b0%9c%ec%9e%85\/","title":{"rendered":"\uc2e0\ud2b8\ub77c \uc911\uc559\uc740\ud589 \ud328\ub110 \uc55e\ub450\uace0 \ub2ec\ub7ec \uac15\uc138\u2026\uc5d4\ud654 \uac1c\uc785 \uacbd\uacc4\uac10 \uace0\uc870, \uae08\uac12 \ud558\ub77d"},"content":{"rendered":"

\uc8fc \uc911\ubc18 \uc2dc\uc7a5 \uac70\ub798\ub294 \uc0c8\ub85c\uc6b4 \uac70\uc2dc\uc9c0\ud45c \ubc1c\ud45c\uc640 \uc8fc\uc694 \uc911\uc559\uc740\ud589 \uc778\uc0ac\ub4e4\uc758 \ub300\uac70 \ub4f1\uc7a5 \uc77c\uc815\uc744 \uc55e\ub450\uace0 \ub2e4\uc18c \uc644\ud654\ub410\ub2e4. \uc720\ub7fd\uc5d0\uc11c\ub294 6\uc6d4 \uc720\ub85c\uc874 \uc870\ud654\uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(HICP) \uc608\ube44\uce58\uac00 \ubc1c\ud45c\ub420 \uc608\uc815\uc774\uba70, \ubbf8\uad6d \uc77c\uc815\uc5d0\ub294 6\uc6d4 ADP \uace0\uc6a9\ubcc0\ub3d9\uacfc ISM \uc81c\uc870\uc5c5 PMI\uac00 \ud3ec\ud568\ub41c\ub2e4. GMT 13:00\uc5d0\ub294 ECB \uc2e0\ud2b8\ub77c \ud3ec\ub7fc\uc5d0\uc11c \ucf00\ube48 \uc6cc\uc2dc \uc5f0\uc900 \ucd1d\uc7ac, \uc564\ub4dc\ub8e8 \ubca0\uc77c\ub9ac \uc601\ub780\uc740\ud589(BOE) \ucd1d\uc7ac, \ud06c\ub9ac\uc2a4\ud2f4 \ub77c\uac00\ub974\ub4dc ECB \ucd1d\uc7ac, \ud2f0\ud504 \ub9e5\ud074\ub818 \uce90\ub098\ub2e4\uc911\uc559\uc740\ud589(BoC) \ucd1d\uc7ac\uac00 \ud328\ub110\ub85c \ucc38\uc11d\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n

\ubbf8\uad6d\uc5d0\uc11c\ub294 \ud074\ub9ac\ube14\ub79c\ub4dc \uc5f0\uc740\uc758 \ubca0\uc2a4 \ud574\ub9e5(\ucd1d\uc7ac) \ubc1c\uc5b8\uc774 FXS \uc2a4\ud53c\uce58\ud2b8\ub798\ucee4 \uc810\uc218 6.4\/10\uc744 \uae30\ub85d\ud574 \uacfc\uac70 \ud3c9\uade0 7\/10\uc744 \ud558\ud68c\ud55c \ubc18\uba74, FXS \uc5f0\uc900 \uc2ec\ub9ac\uc9c0\uc218\ub294 1.22\ud3ec\uc778\ud2b8 \uc0c1\uc2b9\ud55c 123.64\ub85c \uc911\ub9bd\uc120(100)\uc744 \uc0c1\ud68c\ud588\ub2e4. \ub2ec\ub7ec \uc778\ub371\uc2a4\ub294 \ub2e4\uc2dc \uc0c1\uc2b9\uc138\ub85c \uc804\ud658\ud574 \ud654\uc694\uc77c \uc774\ub978 \uc2dc\uac04 101.40\uc120 \ubd80\uadfc\uc5d0\uc11c \uc6c0\uc9c1\uc600\uace0, \ubbf8 \uc8fc\uac00\uc9c0\uc218 \uc120\ubb3c\uc740 0.4~0.6% \ud558\ub77d\ud588\ub2e4. \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc740 162.80\uc744 \uc0c1\ud68c\ud558\uba70 40\ub144\ub798 \ucd5c\uace0\uce58\ub85c \uce58\uc19f\uc558\ub2e4. \ub2e4\ub978 \uc790\uc0b0\uc73c\ub85c\ub294 \uc720\ub85c\/\ub2ec\ub7ec(EUR\/USD)\uac00 1.1400 \ubc14\ub85c \uc544\ub798\uc5d0 \uba38\ubb3c\ub800\uace0, \uae08\uc740 1% \uc774\uc0c1 \ud558\ub77d\ud574 3,950\ub2ec\ub7ec\uc120\uc73c\ub85c \ub0b4\ub824\uc654\uc73c\uba70, \ud30c\uc6b4\ub4dc\/\ub2ec\ub7ec(GBP\/USD)\ub294 1.3250 \uc544\ub798\uc5d0\uc11c \uac70\ub798\ub410\ub2e4. \ubca0\uc77c\ub9ac \ucd1d\uc7ac\uc758 \ucd5c\uc2e0 \uc2a4\ud53c\uce58\ud2b8\ub798\ucee4 \uc218\uce58\ub294 7.2\ub85c \ud3c9\uade0 4.7\uc744 \ud06c\uac8c \uc6c3\ub3cc\uc558\uace0, \uc601\uad6d \uc778\ud50c\ub808\uc774\uc158\uc774 \uc62c\ud574 \ub9d0 3.2%\uae4c\uc9c0 \uc7ac\uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc774 \uc5b8\uae09\ub410\uc73c\uba70, \uc804\uc7c1\uc774 \uc5c6\ub2e4\ub294 \uc804\uc81c\ud558\uc5d0 2026\ub144 4~5\uc6d4\uae4c\uc9c0 \ubaa9\ud45c \ub2ec\uc131\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uc778\uc2dd\uc774 \uc81c\uc2dc\ub410\ub2e4.<\/p>\n

\uc911\uc559\uc740\ud589 \uc5f0\uc124\uacfc \uc2dc\uc7a5 \uc601\ud5a5<\/h3>\n

\uc624\ub298 \uc911\uc559\uc740\ud589 \uc778\uc0ac\ub4e4\uc758 \ubc1c\uc5b8\uc774 \uc608\uc815\ub3fc \ubcc0\ub3d9\uc131\uc774 \ud06c\uac8c \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc774 \uc788\uc73c\uba70, \uc774\ub294 \uc678\ud658 \ubc0f \uae08\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uae09\uaca9\ud55c \uc6c0\uc9c1\uc784\uc744 \uc720\ubc1c\ud560 \uc218 \uc788\ub2e4. \ud575\uc2ec\uc740 \ub2ec\ub7ec \uac15\uc138\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc774\ub2e4. \uc5f0\uc900 \uc778\uc0ac\ub4e4\uc774 \uc720\ub7fd \ubc0f \uc601\uad6d \uce21 \uc778\uc0ac\ub4e4\ubcf4\ub2e4 \uc778\ud50c\ub808\uc774\uc158 \uc5b5\uc81c \uc758\uc9c0\uac00 \ub354 \uac15\ud55c \uac83\uc73c\ub85c \ubcf4\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. 5\uc6d4 \ubbf8\uad6d \uadfc\uc6d0 PCE \ubb3c\uac00\uc9c0\uc218\uac00 \uc644\uace0\ud55c 3.6%\ub85c \ub098\uc628 \uc810\uc744 \uac10\uc548\ud558\uba74, \uc5f0\uc900\uc740 \ub9e4\ud30c\uc801 \uae30\uc870\ub97c \uc720\uc9c0\ud560 \uc218\ubc16\uc5d0 \uc5c6\ub2e4\uace0 \ud310\ub2e8\ud55c\ub2e4.<\/p>\n

\ubcc0\ub3d9\uc131 \ub300\uc751 \ud2b8\ub808\uc774\ub529 \uc804\ub7b5<\/h3>\n

\uc77c\ubcf8 \uc5d4\ud654\uac00 \uac00\uc7a5 \uc989\uac01\uc801\uc778 \ud2b8\ub808\uc774\ub529 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\ub2e4. \ub2ec\ub7ec\/\uc5d4\uc774 162.80\uc744 \ub3cc\ud30c\ud574 40\ub144\ub798 \uace0\uc810\uc744 \ucc0d\uc740 \ub9cc\ud07c, \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \uc784\ubc15\ud55c \uc2dc\uc7a5 \uac1c\uc785 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uac1c\uc785\uc774 \ud604\uc2e4\ud654\ub420 \uacbd\uc6b0 2022\ub144 \ub9d0 \uac1c\uc785 \ub2f9\uc2dc\uc640 \uc720\uc0ac\ud558\uac8c \uc5d4\ud654\uac00 4~5% \uae09\ub4f1\ud558\ub294 \uae09\uaca9\ud55c \uc6c0\uc9c1\uc784\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4. \ud2b9\ud788 \uae08\uc694\uc77c \ubbf8\uad6d \ud734\uc77c\ub85c \uc778\ud574 \ub2f9\uad6d\uc774 \ud589\ub3d9\uc5d0 \ub098\uc124 \uc218 \uc788\ub294 \u2018\ucc3d\u2019\uc774 \uc0dd\uae38 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c, \ub2ec\ub7ec\/\uc5d4 \ud48b\uc635\uc158 \ub9e4\uc218\ub294 \uc774\ubca4\ud2b8\uc5d0 \ub300\ube44\ud558\ub294 \uc2e0\uc911\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4.<\/p>\n

\uc720\ub85c\uc640 \ud30c\uc6b4\ub4dc\ud654\ub294 \ub2ec\ub7ec \ub300\ube44 \uc57d\uc138 \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ucd5c\uc2e0 \uc720\ub85c\uc874 \ubb3c\uac00 \uc9c0\ud45c\uac00 2.4%\ub85c \uc18c\ud3ed \ub454\ud654\ub418\uba74\uc11c ECB\ub294 \ubcf4\ub2e4 \uc778\ub0b4\ud560 \uc5ec\uc9c0\uac00 \uc0dd\uae34 \ubc18\uba74, \uc5f0\uc900\uc740 \ub354 \ub048\uc801\ud55c \ubb3c\uac00 \uc555\ub825\uc5d0 \uc9c1\uba74\ud574 \uc788\ub2e4. EUR\/USD\ub294 1.1400 \uc544\ub798\uc5d0\uc11c \uacc4\uc18d \ubd80\uc9c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \ubc18\ub4f1 \uc2dc \uc120\ubb3c \ub9e4\ub3c4(\ub9ac\ubc14\uc6b4\ub4dc \ub9e4\ub3c4)\uac00 \ud5a5\ud6c4 \uba87 \uc8fc\uac04 \ucd5c\uc801\uc758 \uc804\ub7b5\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n

\uae08\uc740 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher-for-longer)\u2019 \uae30\ub300\uac00 \ubb34\uc774\uc790 \uc790\uc0b0\uc758 \ub9e4\ub825\uc744 \ub5a8\uc5b4\ub728\ub9ac\uba74\uc11c \ud558\ub77d\ud558\uace0 \uc788\ub2e4. \ubbf8\uad6d 10\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\uac00 4.5% \uc704\uc5d0\uc11c \uacac\uc870\ud558\uac8c \uc720\uc9c0\ub418\ub294 \uc810\uc774 \uae08\uac12\uc5d0 \ucd94\uac00 \ud558\ubc29 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc5b4, \uc20f \ud3ec\uc9c0\uc158\uc744 \ub298\ub9ac\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \ub2e4\ub9cc \ud638\ub974\ubb34\uc988 \ud574\ud611 \uae34\uc7a5\ub3c4\ub3c4 \ud568\uaed8 \ubaa8\ub2c8\ud130\ub9c1 \uc911\uc774\ub2e4. \uae34\uc7a5\uc774 \uace0\uc870\ub420 \uacbd\uc6b0 \uc720\uac00\uac00 \uae09\ub4f1\ud560 \uc218 \uc788\uc73c\uba70, \ud5e4\uc9c0 \ucc28\uc6d0\uc5d0\uc11c \uc6d0\uc720\uc5d0 \ub300\ud55c \uc800\uac00\uc758 \uc678\uac00\uaca9(out-of-the-money) \ucf5c\uc635\uc158 \ub9e4\uc218\ub97c \uace0\ub824\ud560 \uc218 \uc788\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":"

\uac70\uc2dc\uc9c0\ud45c\u00b7\uc2e0\ud2b8\ub77c \ud3ec\ub7fc \uc55e\ub450\uace0 \uac70\ub798 \uc228 \uace0\ub974\uae30. \ub2ec\ub7ec \uc7ac\uac15\uc138, USD\/JPY 162.8 \ub3cc\ud30c\uc5d0 BOJ \uac1c\uc785 \uacbd\uacc4. \uc5f0\uc900 \ub9e4\ud30c\u2192\uc720\ub85c\u00b7\ud30c\uc6b4\ub4dc \uc57d\uc138, \uae08\uc740 \uace0\uae08\ub9ac\ub85c \ud558\ub77d \uc555\ub825.<\/p>\n","protected":false},"author":87,"featured_media":50201,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50623","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\/50623","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=50623"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50623\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50201"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}