{"id":50654,"date":"2026-07-01T18:21:23","date_gmt":"2026-07-01T18:21:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ec%97%b0%ec%a4%80-%ec%9b%8c%ec%8b%9c-%ed%8f%ac%ec%9b%8c%eb%93%9c-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4-%eb%b0%b0%ec%a0%9c%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-2-%eb%aa%a9%ed%91%9c\/"},"modified":"2026-07-01T18:21:23","modified_gmt":"2026-07-01T18:21:23","slug":"%ec%97%b0%ec%a4%80-%ec%9b%8c%ec%8b%9c-%ed%8f%ac%ec%9b%8c%eb%93%9c-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4-%eb%b0%b0%ec%a0%9c%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-2-%eb%aa%a9%ed%91%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%97%b0%ec%a4%80-%ec%9b%8c%ec%8b%9c-%ed%8f%ac%ec%9b%8c%eb%93%9c-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4-%eb%b0%b0%ec%a0%9c%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98-2-%eb%aa%a9%ed%91%9c\/","title":{"rendered":"\uc5f0\uc900 \uc6cc\uc2dc, \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4 \ubc30\uc81c\u2026\uc778\ud50c\ub808\uc774\uc158 2% \ubaa9\ud45c \ub2ec\uc131 \uc758\uc9c0 \uc7ac\ud655\uc778 \uc18d \uc2dc\uc7a5\uc740 AI \uc601\ud5a5 \uc800\uc6b8\uc9c8"},"content":{"rendered":"

\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed) \uc758\uc7a5 \ucf00\ube48 \uc6cc\uc2dc\ub294 ECB \uc911\uc559\uc740\ud589 \ud3ec\ub7fc(ECB Forum on Central Banking) 2026\uc5d0\uc11c \uc5f0\uc900\uc774 \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4(\uc120\uc81c\uc801 \uc815\ucc45 \uc2e0\ud638)\ub97c \uc81c\uacf5\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \uadf8\ub294 \uc758\uc0ac\uacb0\uc815 \uac1c\uc120\uc744 \uc704\ud574 \uc5f0\uc900\uc774 \u201c\uc0c8\ub85c\uc6b4 \uacbd\ub85c\ub97c \uac1c\ucc99\ud574\uc57c \ud55c\ub2e4\u201d\uace0 \uc8fc\uc7a5\ud588\ub2e4. \uc6cc\uc2dc\ub294 \ubb3c\uac00\uc548\uc815\uc744 \ud575\uc2ec \uacfc\uc81c\ub85c \ub4e4\uba70, \ub2f9\uad6d\uc790\ub4e4\uc774 \ubb3c\uac00 \uc218\uc900\uc744 \u201c\ub108\ubb34 \ub192\ub2e4\u201d\uace0 \ubcf4\uace0 \uc788\ub2e4\uace0 \ub9d0\ud588\ub2e4. \ub610\ud55c \uc778\ud50c\ub808\uc774\uc158\uc774 2%\ub97c \uc0c1\ud68c\ud558\ub294 \uc0c1\ud669\uc744 \uc6a9\uc778\ud558\uc9c0 \uc54a\uaca0\ub2e4\ub294 \uc785\uc7a5\uc744 \uc7ac\ud655\uc778\ud588\ub2e4. \uc6cc\uc2dc\ub294 \uc778\uacf5\uc9c0\ub2a5(AI)\uc774 \uc778\ud50c\ub808\uc774\uc158\uc744 \uc720\ubc1c\ud558\ub294\uc9c0 \uc5ec\ubd80\ub294 \uc911\uc559\uc740\ud589\uc774 \ud310\ub2e8\ud560 \uac83\uc774\ub77c\uace0 \ud588\uc73c\uba70, AI \ubd90\uc774 \ubbf8\uad6d\uc5d0\uc11c \u201c\ub9e4\uc6b0 \ub450\ub4dc\ub7ec\uc9c0\uac8c\u201d \uba3c\uc800 \ub098\ud0c0\ub098\uace0 \uc788\uace0 \uc544\uc9c1 \ubc1c\uc804 \ucd08\uae30 \ub2e8\uacc4\uc5d0 \uc788\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \uadf8\ub294 \ub178\ub3d9\uc2dc\uc7a5\uc774 \uacac\uc870\ud558\uace0 \uacf5\uae09 \uce21 \uc5ec\uac74\ub3c4 \ud0c4\ud0c4\ud558\ub2e4\uace0 \uc5b8\uae09\ud558\uba74\uc11c, \ucd5c\uadfc \uccab 4\uc8fc \ub3d9\uc548 \uc778\ud50c\ub808\uc774\uc158 \uae30\ub300\uac00 \ub0ae\uc544\uc84c\uace0 \uc778\ud50c\ub808\uc774\uc158 \ub9ac\uc2a4\ud06c\uac00 \uc644\ud654\ub410\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n

\ubc1c\uc5b8\uacfc \ud568\uaed8 \uc81c\uc2dc\ub41c \uc2dc\uc7a5 \uc9c0\ud45c\uc5d0 \ub530\ub974\uba74 FXS Speechtracker \uc810\uc218\ub294 5.6\/10\uc744 \uae30\ub85d\ud588\uc73c\uba70, FXS Fed Sentiment Index\ub294 123.64\ub85c \uc0ac\uc2e4\uc0c1 \ubcc0\ub3d9\uc774 \uc5c6\uc5c8\ub2e4. \uc6cc\uc2dc\ub294 \ubcc0\ub3d9\uc131\uacfc \uae08\ub9ac\uac00 \ubaa8\ub450 \ud558\ub77d\ud588\ub2e4\uace0 \ub9d0\ud588\uace0, \ub2e4\uc74c \uc8fc \ud0dc\uc2a4\ud06c\ud3ec\uc2a4 \ub9ac\ub354 \uad00\ub828 \uc18c\uc2dd\uc774 \ub098\uc62c \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud588\ub2e4. \uadf8\ub294 \uc7a0\uc7ac\uc131\uc7a5\ub960\uc774 \uc0c1\uc2b9 \ucd94\uc138\ub97c \ubcf4\uc774\ub294 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \ucd5c\uadfc 4\uac1c \ubd84\uae30\uac00 \uac00\uc774\ub4dc\ub77c\uba74 \ub099\uad00\ud560 \uadfc\uac70\uac00 \uc788\ub2e4\uace0 \ud588\ub2e4. \ub300\ucc28\ub300\uc870\ud45c\uc640 \uad00\ub828\ud574 \uc6cc\uc2dc\ub294 \uc5f0\uc900 \ud569\ub958 \ud6c4 \uccab 4\uc8fc \ub3d9\uc548 \uc790\uc2e0\uc758 \uacac\ud574\uac00 \ubcc0\ud558\uc9c0 \uc54a\uc558\uc73c\uba70, \uc5b4\ub5a4 \ubcc0\ud654\uac00 \uc788\ub354\ub77c\ub3c4 \ucda9\ubd84\ud788 \uc219\uace0\ud558\uace0 \uc18c\ud1b5\ud560 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \uadf8\ub294 \ub300\ucc28\ub300\uc870\ud45c \uc815\ucc45\uc740 \uc7ac\uc815\uc815\ucc45\uacfc \uacbd\uacc4\uc5d0 \uc788\uc73c\uba70, \uae08\ub9ac\uc815\ucc45\uc774 \ud575\uc2ec \uc218\ub2e8\uc73c\ub85c \ub0a8\uc544\uc57c \ud55c\ub2e4\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n

\ubcc0\ub3d9\uc131\uacfc \uc635\uc158 \uc804\ub7b5\uc5d0 \ub300\ud55c \uc2dc\uc0ac\uc810<\/h3>\n

\uc5f0\uc900\uc774 \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\ub97c \uc81c\uacf5\ud558\uc9c0 \uc54a\uaca0\ub2e4\ub294 \uc785\uc7a5\uc744 \uace0\uc218\ud568\uc5d0 \ub530\ub77c, \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ud575\uc2ec \uacbd\uc81c\uc9c0\ud45c \ubc1c\ud45c\ub97c \uc804\ud6c4\ud574 \ubcc0\ub3d9\uc131\uc774 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c 7\uc6d4 10\uc77c \ubc1c\ud45c \uc608\uc815\uc778 \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc9c0\ud45c(Non-Farm Payrolls)\ub97c \uc55e\ub450\uace0 \uc635\uc158 \ub9e4\uc218 \uc804\ub7b5\uc774 \ub9e4\ub825\uc801\uc774\ub77c\uace0 \ubcf8\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX)\uac00 \ud604\uc7ac 13.1\ub85c \uc218\ub144\ub798 \uc800\uc810 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc5b4, \uc7a0\uc7ac\uc801\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc6c0\uc9c1\uc77c \uc218 \uc788\ub294 \uc774\ubca4\ud2b8\ub97c \uc55e\ub450\uace0 \ud3ec\uc9c0\uc154\ub2dd\ud558\uae30\uc5d0 \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc800\ub834\ud55c \ud3b8\uc774\ub2e4.<\/p>\n

\uc6cc\uc2dc \uc758\uc7a5\uc774 \ub370\uc774\ud130 \uac1c\uc120\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 2% \uc778\ud50c\ub808\uc774\uc158 \ubaa9\ud45c\uc5d0 \uac15\ud558\uac8c \ucee4\ubc0b\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc740 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher for longer)\u2019 \ud658\uacbd\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub530\ub77c\uc11c 2026\ub144\uc5d0 \uc2dc\uc7a5\uc774 \uc758\ubbf8 \uc788\ub294 \uae08\ub9ac\uc778\ud558\ub97c \uacfc\ub3c4\ud558\uac8c \ubc18\uc601\ud558\ub294 \uc0c1\ud669\uc5d0 \ubca0\ud305\ud558\uae30 \uc704\ud574, \ub2e8\uae30\uae08\ub9ac \uc120\ubb3c \uc635\uc158\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. CME FedWatch Tool\uc758 \ucd5c\uc2e0 \uc218\uce58\ub3c4 \uc774\ub97c \ub4b7\ubc1b\uce68\ud558\ub294\ub370, \ucd5c\uadfc \ud55c \ub2ec \uc0ac\uc774 12\uc6d4\uae4c\uc9c0 \uae08\ub9ac\uc778\ud558 \ud655\ub960\uc774 50%\uc5d0\uc11c 25% \ubbf8\ub9cc\uc73c\ub85c \ud558\ub77d\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n

\uc139\ud130 \uae30\ud68c\uc640 \uc815\ucc45 \uc804\ub9dd<\/h3>\n

\uc5f0\uc900\uc774 AI\ub97c \ud575\uc2ec \uacbd\uc81c \ub3d9\ub825\uc73c\ub85c \uc8fc\ubaa9\ud558\uba74\uc11c\ub3c4 \uc778\ud50c\ub808\uc774\uc158 \uc601\ud5a5\uc5d0 \ub300\ud574\uc11c\ub294 \ud655\uc2e0\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc740 \uc139\ud130\ubcc4\ub85c \ub3c5\ud2b9\ud55c \uae30\ud68c\ub97c \ub9cc\ub4e0\ub2e4. \uc6b0\ub9ac\ub294 \ubbf8\uad6d \uae30\uc220\uc8fc \uc139\ud130\uc758 \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubcf4\uba70, \uae30\uc220\uc8fc \ube44\uc911\uc774 \ub192\uc740 \uc9c0\uc218\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158\uc774 \ud2b9\ud788 \ub9e4\ub825\uc801\uc774\ub77c\uace0 \ud310\ub2e8\ud55c\ub2e4. \uc774\ub7ec\ud55c \uc804\ub9dd\uc740 \ucd5c\uadfc \ubbf8\uad6d \ub178\ub3d9\ud1b5\uacc4\uad6d(BLS) \uc790\ub8cc\uc5d0\uc11c 1\ubd84\uae30 \ube44\ub18d\uc5c5 \uae30\uc5c5 \uc0dd\uc0b0\uc131\uc774 \uc5f0\uc728 3.4%\uc758 \uac15\ud55c \uc99d\uac00\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uadf8 \ubc30\uacbd\uc5d0 \uae30\uc220 \uae30\ubc18 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc774 \ud06c\uac8c \uae30\uc5ec\ud588\ub2e4\ub294 \uc810\uc5d0 \uc758\ud574 \uac15\ud654\ub41c\ub2e4.<\/p>\n

\ub178\ub3d9\uc2dc\uc7a5\uc774 \uacac\uc870\ud558\uace0 \uacf5\uae09 \uce21\uc774 \ud0c4\ud0c4\ud558\ub2e4\ub294 \ud3c9\uac00\ub294 \uc5f0\uc900\uc774 \uacbd\uae30\uce68\uccb4 \uc784\ubc15\uc744 \uc6b0\ub824\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \uae34\ucd95\uc801 \uc815\ucc45\uc744 \uc720\uc9c0\ud560 \uba85\ubd84\uc744 \uc81c\uacf5\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c S&P 500\uc5d0 \ub300\ud55c \uad11\ubc94\uc704\ud55c \ubc29\uc5b4\uc801 \ud48b\uc635\uc158\uc744 \ub2f9\uc7a5 \ud06c\uac8c \ub298\ub9b4 \ud544\uc694\ub294 \uc904\uc5b4\ub4e4\uba70, \ubcf4\ub2e4 \ud0c0\uae43\ud615\u00b7\uc774\ubca4\ud2b8 \ub4dc\ub9ac\ube10 \ud2b8\ub808\uc774\ub4dc\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \ub370\uc774\ud130 \uc758\uc874\uc801 \uc5f0\uc900\uacfc \ub0ae\uc740 \ubcc0\ub3d9\uc131\uc774 \uacf5\uc874\ud558\ub294 \uad6d\uba74\uc740, \uacbd\uc81c\uc9c0\ud45c\uac00 \uc608\uc0c1\uce58\ub97c \ub180\ub77c\uac8c \ud560 \ub54c \uae09\uaca9\ud55c \uc2dc\uc7a5 \ubcc0\ub3d9\uc73c\ub85c \uc774\uc5b4\uc9c0\uace4 \ud588\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\ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4 \uc5c6\ub2e4\u201d Fed \uc6cc\uc2dc, 2% \ubb3c\uac00\ubaa9\ud45c \uc7ac\ud655\uc778\u2026AI \uc778\ud50c\ub808\ub294 \u2018\ud310\ub2e8 \uc720\ubcf4\u2019. \uae30\ub300\uc778\ud50c\ub808 \ud558\ub77d\u00b7\ub9ac\uc2a4\ud06c \uc644\ud654 \uc18d VIX \uc800\uc810, NFP \uc55e \uc635\uc158\ub9e4\uc218\u00b7\uc7a5\uae30 \uace0\uae08\ub9ac \ubca0\ud305 \ubd80\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":50168,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50654","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\/50654","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=50654"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50654\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50168"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50654"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50654"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}