{"id":50746,"date":"2026-07-02T20:57:53","date_gmt":"2026-07-02T20:57:53","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ed%83%9c%ea%b5%ad-%ec%88%98%ec%b6%9c-%ed%98%b8%ec%a1%b0%ec%97%90-%ec%a0%84%eb%a7%9d-%ea%b0%9c%ec%84%a0-2%eb%b6%84%ea%b8%b02026%eb%85%84-%ea%b2%ac%ec%a1%b0%ed%95%9c-%ec%b6%9c%eb%b0%9c\/"},"modified":"2026-07-02T20:57:53","modified_gmt":"2026-07-02T20:57:53","slug":"%ed%83%9c%ea%b5%ad-%ec%88%98%ec%b6%9c-%ed%98%b8%ec%a1%b0%ec%97%90-%ec%a0%84%eb%a7%9d-%ea%b0%9c%ec%84%a0-2%eb%b6%84%ea%b8%b02026%eb%85%84-%ea%b2%ac%ec%a1%b0%ed%95%9c-%ec%b6%9c%eb%b0%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%83%9c%ea%b5%ad-%ec%88%98%ec%b6%9c-%ed%98%b8%ec%a1%b0%ec%97%90-%ec%a0%84%eb%a7%9d-%ea%b0%9c%ec%84%a0-2%eb%b6%84%ea%b8%b02026%eb%85%84-%ea%b2%ac%ec%a1%b0%ed%95%9c-%ec%b6%9c%eb%b0%9c\/","title":{"rendered":"\ud0dc\uad6d, \uc218\ucd9c \ud638\uc870\uc5d0 \uc804\ub9dd \uac1c\uc120\u2026 2\ubd84\uae30(2026\ub144) \uacac\uc870\ud55c \ucd9c\ubc1c\u00b7\ud0dc\uad6d\uc911\uc559\uc740\ud589 \uae30\uc900\uae08\ub9ac 1.00% \ub3d9\uacb0"},"content":{"rendered":"<p>\ud0dc\uad6d \uacbd\uc81c\ub294 \ub2f9\ucd08 \uc6b0\ub824\ubcf4\ub2e4 \uacac\uc870\ud55c \ud750\ub984 \uc18d\uc5d0 2026\ub144 2\ubd84\uae30(2Q26)\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\ub2e4. \uc218\ucd9c\uacfc \uae30\uc220(\ud14c\ud06c) \uc5f0\uacc4 \ud22c\uc790\uac00 \ubaa8\uba58\ud140\uc744 \uc81c\uacf5\ud558\ub294 \ubc18\uba74, \ub0b4\uc218\ub294 \uc5ec\uc804\ud788 \ucde8\uc57d\ud558\ub2e4. \ud0dc\uad6d\uc740\ud589(BoT) \uae08\uc735\uc815\ucc45\uc704\uc6d0\ud68c(MPC)\ub294 6\uc6d4 \uc815\ucc45\uae08\ub9ac\ub97c 1.00%\ub85c \ub9cc\uc7a5\uc77c\uce58 \ub3d9\uacb0\ud588\uc73c\uba70, 2026\ub144 GDP \uc804\ub9dd\uce58\ub97c 2.3%\ub85c, 2027\ub144 \uc804\ub9dd\uce58\ub97c 1.8%\ub85c \uac01\uac01 \uc218\uc815\ud588\ub2e4. \uc815\ucc45\uae08\ub9ac \uacbd\ub85c\ub294 2026~27\ub144 \ub3d9\uc548 1.00%\ub85c \uc720\uc9c0\ub420 \uc804\ub9dd\uc778\ub370, \uc774\ub294 \uc131\uc7a5\uc758 \ubd88\uade0\ud615\uacfc \uacf5\uae09 \uce21 \uc694\uc778\uc5d0 \uc758\ud574 \uc88c\uc6b0\ub418\ub294 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ubc18\uc601\ud55c\ub2e4.<\/p>\n<p>\ucd5c\uadfc 4~5\uc6d4 \uc9c0\ud45c\ub294 \uacbd\uae30\uce68\uccb4 \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 2026\ub144 \uc131\uc7a5\ub960\uc774 \uc885\uc804 \uae30\uc900\uc120(baseline)\uc744 \uc0c1\ud68c\ud560 \uac00\ub2a5\uc131\uc744 \ub192\uc600\uc9c0\ub9cc, \ud655\uc7a5\uc740 \uc5ec\uc804\ud788 \uac00\uacc4\uc758 \uad11\ubc94\uc704\ud55c \ud68c\ubcf5\ub825\ubcf4\ub2e4\ub294 \ub300\uc678\uc218\uc694, \uae30\uc220 \uc5f0\uacc4 \ud22c\uc790, \uc815\ucc45 \uc9c0\uc6d0\uc5d0 \uc758\uc874\ud558\uace0 \uc788\ub2e4. \uc778\ud50c\ub808\uc774\uc158\uc740 \uacf5\uae09 \uc8fc\ub3c4\ud615\uc73c\ub85c \uaddc\uc815\ub418\uba70, \uc720\uac00\u00b7\uc6b4\uc784\u00b7\uc6b4\uc1a1\u00b7\ud22c\uc785\ube44\uc6a9 \uc0c1\uc2b9\uc774 \uc2e4\uc9c8 \uad6c\ub9e4\ub825\uacfc \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud5e4\ub4dc\ub77c\uc778 \ubb3c\uac00\ub97c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\ub2e4. \uadfc\uc6d0\ubb3c\uac00\ub294 \uc81c\ud55c\uc801\uc778(\uc548\uc815\uc801\uc778) \uac83\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4. \uc608\uc0c1 \uacbd\ub85c\ub294 2026\ub144\uc5d0 \ub354 \uac15\ud55c \uc131\uc7a5, 2027\ub144\uc5d0\ub294 \uc120(\u5148)\uc9d1\ud589(front-loading)\uacfc \ubd80\uc591\ucc45 \ud6a8\uacfc \uc57d\ud654\ub85c \ubcf4\ub2e4 \uc2e0\uc911\ud55c \ud750\ub984, \uadf8\ub9ac\uace0 \ucd94\uac00 \uc644\ud654 \uc7ac\uac1c\ubcf4\ub2e4\ub294 \u2018\uc7a5\uae30\uac04\uc758 \uae08\ub9ac \ub3d9\uacb0\u2019\uc774\ub2e4.<\/p>\n<h3>Interest Rates, Inflation, and Currency Outlook<\/h3>\n<p>\ud604 \uc804\ub9dd\uc744 \ubc14\ud0d5\uc73c\ub85c \ubcf4\uba74 \ud0dc\uad6d\uc740\ud589\uc740 2026\ub144 \ub0a8\uc740 \uae30\uac04 \uc815\ucc45\uae08\ub9ac\ub97c 1.00%\ub85c \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\uba70, \uc774\ub294 \ub2e8\uae30\uae08\ub9ac \ubcc0\ub3d9\uc131\uc774 \ub0ae\uc744 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub7ec\ud55c \uc548\uc815\uc131\uc740 \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ud0dc\uad6d \uae08\ub9ac\uc2a4\uc651(\uc774\uc790\uc728\uc2a4\uc651)\uc5d0\uc11c \ubcc0\ub3d9\uc131 \ub9e4\ub3c4 \uc804\ub7b5\uc744 \ub9e4\ub825\uc801\uc73c\ub85c \ub9cc\ub4e0\ub2e4. \ud604\uc7ac OIS(\uc624\ubc84\ub098\uc774\ud2b8 \uc778\ub371\uc2a4 \uc2a4\uc651)\ub294 \uc5f0\ub9d0\uae4c\uc9c0\uc758 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \uadf9\ud788 \uc81c\ud55c\uc801\uc73c\ub85c\ub9cc \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\uae30 \ub3d9\uacb0\uc774\ub77c\ub294 \uc6b0\ub9ac\uc758 \uc2dc\uac01\uacfc \ubd80\ud569\ud55c\ub2e4.<\/p>\n<p>\uc778\ud50c\ub808\uc774\uc158 \ub370\uc774\ud130 \uc5ed\uc2dc \uc774\ub7ec\ud55c \uc548\uc815\uc801 \uc815\ucc45\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4. \ubb3c\uac00 \uc555\ub825\uc740 \uacfc\uc5f4\ub41c \ub0b4\uc218\uc5d0\uc11c\uac00 \uc544\ub2c8\ub77c \uacf5\uae09 \uce21 \uc774\uc288\uc5d0\uc11c \ube44\ub86f\ub418\uace0 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 2026\ub144 6\uc6d4 \ucd5c\uc2e0 \ub370\uc774\ud130\uc5d0\uc11c \ud5e4\ub4dc\ub77c\uc778 \ubb3c\uac00\ub294 \uc6b4\uc1a1\ube44 \uc0c1\uc2b9\uc73c\ub85c 2.1%\ub97c \uae30\ub85d\ud588\uc9c0\ub9cc, \uadfc\uc6d0\ubb3c\uac00\ub294 0.8%\uc5d0 \uadf8\uce58\uba70 \ub0ae\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\ub2e4. \uc774\ub294 \uc911\uc559\uc740\ud589\uc774 \ud5e4\ub4dc\ub77c\uc778 \uae09\ub4f1\uc744 \uc77c\uc2dc\uc801 \uc694\uc778\uc73c\ub85c \ubcf4\uace0 \ubb34\uc2dc\ud560 \uc5ec\uc9c0\ub97c \uc81c\uacf5\ud558\uba70, \ubd88\uade0\ub4f1\ud55c \ud68c\ubcf5\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uc644\ud654\uc801 \uae08\ub9ac \uae30\uc870\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uac8c \ud55c\ub2e4.<\/p>\n<p>\ud0dc\uad6d \ubc14\ud2b8\ud654\uc758 \uacbd\uc6b0 \uc5c7\uac08\ub9b0 \uc2e0\ud638\ub85c \uc778\ud574 \ub2ec\ub7ec \ub300\ube44 \ubc15\uc2a4\uad8c\uc5d0\uc11c \uac70\ub798\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc804\uc790\uc81c\ud488 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 5\uc6d4 \uc218\ucd9c\uc774 6.8% \uc99d\uac00\ud558\ub294 \ub4f1 \uc608\uc0c1\ubcf4\ub2e4 \uacac\uc870\ud55c \uc218\ucd9c\uc774 \ubc14\ud2b8\ud654\ub97c \uc9c0\uc9c0\ud558\uace0 \uc788\ub2e4. \ub2e4\ub9cc \ubbf8\uad6d\uacfc\uc758 \uae08\ub9ac\ucc28\uac00 \ud06c\uc9c0 \uc54a\uc544 \uc758\ubbf8 \uc788\ub294 \uc808\uc0c1\uc740 \uc81c\ud55c\ub420 \uc218 \uc788\uc73c\uba70, \ubcc0\ub3d9\uc131 \uc800\ud558\uc758 \uc218\ud61c\ub97c \ubcf4\ub294 \ub2e8\uae30 \uc635\uc158 \uc804\ub7b5\uc774 \ud569\ub9ac\uc801 \uc811\uadfc\uc73c\ub85c \ud310\ub2e8\ub41c\ub2e4.<\/p>\n<h3>Equity Derivatives and Growth Outlook<\/h3>\n<p>\uc8fc\uc2dd \ud30c\uc0dd\uc0c1\ud488 \uce21\uba74\uc5d0\uc11c\ub294 \uacac\uc870\ud55c \ub300\uc678\ubd80\ubb38\uacfc \ucde8\uc57d\ud55c \ub0b4\uc218\ubd80\ubb38 \uac04 \uad34\ub9ac\uac00 \ub69c\ub837\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud55c\ub2e4. \uc218\ucd9c \uc9c0\ud5a5 \uc5c5\uc885\uc758 \uc0c1\ub300\uc801 \uc544\uc6c3\ud37c\ud3fc\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158\uc744 \uc120\ud638\ud558\ub294 \ud55c\ud3b8, \uc720\ud1b5(\ub9ac\ud14c\uc77c)\u00b7\uc740\ud589 \ub4f1 \ub0b4\uc218 \uc911\uc2ec \uc139\ud130\uc5d0\ub294 \uc2e0\uc911\ud55c \uc811\uadfc\uc774 \ud544\uc694\ud558\ub2e4. SET50 \uc9c0\uc218\ub294 \ub69c\ub837\ud55c \ubc29\ud5a5\uc131\uc774 \uc57d\ud560 \uc218 \uc788\uc5b4, \uc9c0\uc218 \ubcc0\ub3d9\uc131 \ub9e4\ub3c4 \uc804\ub7b5\uc774 \uc218\uc775\uc131 \uc788\ub294 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>2027\ub144 \uc804\ub9dd\uc5d0 \ub300\ud55c \uacbd\uacc4\uac10\uc740 \uc218\ucd9c\uacfc \ud22c\uc790\uc5d0\uc11c \ube44\ub86f\ub41c \ud604\uc7ac\uc758 \uac15\uc138\uac00 \uc77c\uc2dc\uc801\uc77c \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud30c\uc0dd \ud3ec\uc9c0\uc158\uc740 \uc0c8\ub85c\uc6b4 \uc790\uc0dd\uc801 \uc131\uc7a5 \uc0ac\uc774\ud074\ubcf4\ub2e4\ub294 \uc131\uc7a5 \ub454\ud654\ub85c\uc758 \ubcf5\uadc0 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \uad6c\uc870\ud654\ud560 \ud544\uc694\uac00 \uc788\ub2e4\ub294 \ud310\ub2e8\uc744 \uac15\ud654\ud55c\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \ud0dc\uad6d\uc758 \uacbd\uae30\ubd80\uc591\ucc45\uc774 \uc57d\ud654\ub418\uba74 2~3\uac1c \ubd84\uae30 \ub0b4 \uc131\uc7a5\ub960\uc740 \ub0ae\uc740 \ucd94\uc138\ub85c \ub418\ub3cc\uc544\uac00\ub294 \uacbd\ud5a5\uc774 \uc788\uc5c8\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>\u2018\ud0dc\uad6d, \uac89\uc740 \uac15\ud55c\ub370 \uc18d\uc740 \uc57d\ud558\ub2e4\u2019 2Q26 \uc218\ucd9c\u00b7\ud14c\ud06c\ud22c\uc790 \uacac\uc870, \ub0b4\uc218 \ucde8\uc57d. BoT \uae08\ub9ac 1.00% \uc7a5\uae30\ub3d9\uacb0, \uc131\uc7a5 26\ub144 2.3%\u00b727\ub144 1.8%. \uacf5\uae09\ubc1c \uc778\ud50c\ub808\u00b7\ubc14\ud2b8 \ubc15\uc2a4\uad8c. \ubcc0\ub3d9\uc131 \ub9e4\ub3c4 \uc720\ub9ac.<\/p>\n","protected":false},"author":87,"featured_media":50190,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50746","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\/50746","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=50746"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50746\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50190"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50746"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50746"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50746"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}