{"id":50923,"date":"2026-07-06T15:58:01","date_gmt":"2026-07-06T15:58:01","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%84%b1%ec%9e%a5%c2%b7%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98%c2%b7%ec%9c%a0%ea%b0%80%ea%b0%80-%eb%af%b8%ea%b5%ad\/"},"modified":"2026-07-06T15:58:01","modified_gmt":"2026-07-06T15:58:01","slug":"%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%84%b1%ec%9e%a5%c2%b7%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98%c2%b7%ec%9c%a0%ea%b0%80%ea%b0%80-%eb%af%b8%ea%b5%ad","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%84%b1%ec%9e%a5%c2%b7%ec%9d%b8%ed%94%8c%eb%a0%88%ec%9d%b4%ec%85%98%c2%b7%ec%9c%a0%ea%b0%80%ea%b0%80-%eb%af%b8%ea%b5%ad\/","title":{"rendered":"\uc18c\uc2dc\uc5d0\ud14c \uc81c\ub124\ub784 \u201c\uc131\uc7a5\u00b7\uc778\ud50c\ub808\uc774\uc158\u00b7\uc720\uac00\uac00 \ubbf8\uad6d\uc5d0 \uc720\ub9ac\u2026\ub2ec\ub7ec \uac15\uc138 \ud750\ub984 2026\ub144 \ud558\ubc18\uae30\uae4c\uc9c0 \uc7ac\uac1c\u201d"},"content":{"rendered":"

\uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784\uc758 \uc804\ub7b5\uac00 \ud0a4\ud2b8 \uc8fc\ud06c\uc2a4(Kit Juckes)\uc640 \uc62c\ub9ac\ube44\uc5d0\ub974 \ucf54\ub974\ubca0\ub974(Olivier Korber)\ub294 \ucd5c\uadfc \ubbf8\uad6d \ub2ec\ub7ec \uac15\uc138\uc758 \u2018\uc228 \uace0\ub974\uae30\u2019\ub97c \uc77c\uc2dc\uc801 \ud604\uc0c1\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \uc774\ub4e4\uc740 \uacac\uc870\ud55c \ubbf8\uad6d \uc131\uc7a5, \ub048\uc801\ud55c \uc778\ud50c\ub808\uc774\uc158, \uadf8\ub9ac\uace0 \uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \ub300\ube44 \uc720\ub9ac\ud55c \uad50\uc5ed\uc870\uac74(terms-of-trade) \ucda9\uaca9\uc774 \ub2ec\ub7ec\uc758 \ud070 \ud750\ub984\uc744 \uc9c0\uc9c0\ud558\uace0 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784\uc740 \ub2ec\ub7ec \uac15\uc138\uac00 2026\ub144 \ud558\ubc18\uae30\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\uc73c\uba70, \uc774\ubbf8 \ub2ec\ub7ec\ub294 \ub300\ubd80\ubd84\uc758 \uc8fc\uc694 \ud1b5\ud654 \ub300\ube44 \uc0c1\uc2b9\ud55c \uc0c1\ud0dc\ub2e4.<\/p>\n

\uace0\uc720\uac00 \uc5ed\uc2dc \ubbf8\uad6d\uc758 \uc6b0\uc704\ub97c \uac15\ud654\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc81c\uc2dc\ub410\ub2e4. \ubbf8\uad6d \uacbd\uc81c\ub294 \uc774\ubbf8 \uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \ub300\ube44 \uc0c1\ub300\uc801\uc73c\ub85c \uacac\uc870\ud55c \ud750\ub984\uc744 \ubcf4\uc5ec\uc654\uace0, \uc720\uac00 \uc0c1\uc2b9\uc740 \ubbf8\uad6d\uc5d0\ub294 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc \uc720\ub7fd\uacfc \uc544\uc2dc\uc544\uc5d0\ub294 \ubd80\uc815\uc801\uc778 \ucda9\uaca9\uc744 \ucd94\uac00\ub85c \uc81c\uacf5\ud588\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. \uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784\uc740 \ub2ec\ub7ec\uac00 \ub2e4\ub978 \uc8fc\uc694 \ud1b5\ud654\uc758 3\ubd84\uc758 2\uc5d0 \ub300\ud574 \uc0c1\uc2b9\ud588\uc73c\uba70, G10 \ud1b5\ud654 \uc911\uc5d0\uc11c\ub3c4 \uc790\uc6d0 \ubd80\uad6d\uc778 \ud638\uc8fc\ub2ec\ub7ec(AUD)\uc640 \ub178\ub974\uc6e8\uc774\ud06c\ub85c\ub124(NOK)\ub97c \uc81c\uc678\ud55c \ubaa8\ub4e0 \ud1b5\ud654 \ub300\ube44 \uc0c1\uc2b9\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc81c\uc2dc\ub41c \uc131\uc7a5 \ub3d9\uc778(\uc720\uac00, AI \uc124\ube44\ud22c\uc790(capex), \uc7ac\uc815 \uc9c0\uc6d0) \uac00\uc6b4\ub370 \u2018\ud6c4\ud1f4\u2019(retreating)\ub85c \uc5b8\uae09\ub41c \uac83\uc740 \uc720\uac00\ubfd0\uc774\ub2e4.<\/p>\n

\ubbf8\uad6d \uacbd\uc81c\uc758 \uc0c1\ub300\uc801 \uc6b0\uc704\uc640 \ub2ec\ub7ec \uac15\uc138 \uc9c0\uc18d<\/h3>\n

\uc6b0\ub9ac\ub294 \ucd5c\uadfc \ub2ec\ub7ec \ub7a0\ub9ac\uc758 \uc77c\uc2dc\uc801 \uba48\ucda4\uc744 \ucd94\uc138 \uc804\ud658\uc774 \uc544\ub2c8\ub77c \ub9e4\uc218 \uae30\ud68c\ub85c \ubcf8\ub2e4. \ubbf8\uad6d \uacbd\uc81c\ub294 \uc5ec\uc804\ud788 \ub450\ub4dc\ub7ec\uc9c4 \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc73c\uba70, \uc9c0\ub09c\uc8fc \ubc1c\ud45c\ub41c 6\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c\uc5d0\uc11c \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9(non-farm payrolls)\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \ud070 \ud3ed\uc73c\ub85c \uc0c1\ud68c\ud588\uace0 \uc2e4\uc5c5\ub960\ub3c4 \ub0ae\uc740 3.7%\ub97c \uc720\uc9c0\ud588\ub2e4. \uc720\ub7fd\uacfc \uc544\uc2dc\uc544 \ub300\ube44 \uc774\ub7ec\ud55c \ud380\ub354\uba58\ud138 \uc6b0\uc704\uac00 2026\ub144 \ud558\ubc18\uae30\uc5d0 \ub300\ud55c \uc6b0\ub9ac\uc758 \uae30\ubcf8 \uc2dc\uac01\uc758 \ud575\uc2ec\uc774\ub2e4.<\/p>\n

\ub048\uc801\ud55c \uc778\ud50c\ub808\uc774\uc158\uc740 \uc5f0\uc900(Fed)\uc774 \ub2e4\ub978 \uc911\uc559\uc740\ud589\ub4e4\ubcf4\ub2e4 \ub354 \uc624\ub7ab\ub3d9\uc548 \uace0\uae08\ub9ac\ub97c \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\ub294 \uc810\uc744 \ud655\uc778\ud574\uc900\ub2e4. \uc5f0\uc900\uc774 \uc120\ud638\ud558\ub294 \ubb3c\uac00 \uc9c0\ud45c\uc778 PCE(\uac1c\uc778\uc18c\ube44\uc9c0\ucd9c) \ubb3c\uac00\ub294 \ucd5c\uadfc \uc218\uce58\uac00 2.8%\ub85c, 2% \ubaa9\ud45c\ub97c \uc5ec\uc804\ud788 \ud06c\uac8c \uc6c3\ub3cc\uba70 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc2dc\uc7a5\uc758 \uae08\ub9ac \uc778\ud558 \uae30\ub300 \uc2dc\uc810\uc740 12\uc6d4\ub85c \ubbf8\ub904\uc84c\uace0, \uc774\ub294 \ub2ec\ub7ec\uc758 \uae08\ub9ac(\uc218\uc775\ub960) \uc6b0\uc704\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n

\uc804\uc220\uc801 \uae30\ud68c\uc640 \ub2ec\ub7ec\uc758 \uad6c\uc870\uc801 \uc6b0\uc704<\/h3>\n

\ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c \uc774\ub294 \ud2b9\ud788 \ucd5c\uadfc \ub3c5\uc77c \uc0b0\uc5c5\uc0dd\uc0b0 \uc9c0\ud45c\uac00 \uc608\uc0c1 \ubc16\uc758 \uac10\uc18c\ub97c \ubcf4\uc778 \uc810\uc744 \uac10\uc548\ud560 \ub54c EUR\/USD\uc758 \ucd94\uac00 \uc57d\uc138 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc6b0\ub9ac\ub294 \ud558\ub77d\uc5d0 \ub300\ube44\ud574 9\uc6d4\uacfc 10\uc6d4 \ub9cc\uae30\uc758 EUR\/USD \ud48b\uc635\uc158 \ub9e4\uc218\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \uc774 \uc804\ub7b5\uc740 \ub2ec\ub7ec \uac15\uc138\ub97c \ud65c\uc6a9\ud558\uba74\uc11c\ub3c4 \ub9ac\uc2a4\ud06c\ub97c \uc5c4\uaca9\ud788 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ub9c8\ucc2c\uac00\uc9c0\ub85c \ub9e4\ud30c\uc801 \uc5f0\uc900\uacfc \uc8fc\uc800\ud558\ub294 \uc77c\ubcf8\uc740\ud589(BOJ) \uac04 \uc815\ucc45 \uad34\ub9ac\ub294 USD\/JPY \ub871(\ub9e4\uc218) \ud3ec\uc9c0\uc158\uc758 \ub9e4\ub825\uc744 \ub192\uc778\ub2e4. \uae08\ub9ac\ucc28\uac00 \uacc4\uc18d \ub2ec\ub7ec\uc5d0 \uc720\ub9ac\ud558\uac8c \ud615\uc131\ub418\uba74\uc11c \uc5d4\ud654\uc5d0\ub294 \uc9c0\uc18d\uc801\uc778 \ud558\ubc29 \uc555\ub825\uc774 \ub9cc\ub4e4\uc5b4\uc9c4\ub2e4. \uc6b0\ub9ac\ub294 \uc774 \uacac\ud574\ub97c \ubc18\uc601\ud558\uae30 \uc704\ud574 USD\/JPY \ucf5c\uc635\uc158\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc5f0\ub9d0 \uc774\uc804 \uc2e0\uaddc \uace0\uc810 \uacbd\uc2e0\uc744 \ubaa9\ud45c\ub85c \ud55c\ub2e4.<\/p>\n

\uc720\uac00\uac00 \uace0\uc810\uc5d0\uc11c \ud6c4\ud1f4\ud574 \ubc30\ub7f4\ub2f9 \uc57d 75\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c \ub0b4\ub824\uc654\ub354\ub77c\ub3c4, \ubbf8\uad6d\uc5d0 \uc720\ub9ac\ud55c \uad50\uc5ed\uc870\uac74 \ucda9\uaca9\uc774 \ub05d\ub09c \uac83\uc740 \uc544\ub2c8\ub2e4. \ubbf8\uad6d\uc740 \uc21c(\u7d14) \uc5d0\ub108\uc9c0 \uc218\ucd9c\uad6d\uc778 \ubc18\uba74 \uc720\ub7fd\uacfc \uc77c\ubcf8\uc740 \uc5d0\ub108\uc9c0 \uc218\uc785 \uc9c0\uc5ed\uc774\ub77c\ub294 \uc810\uc5d0\uc11c \ub300\ube44\uac00 \ubd84\uba85\ud558\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\uc801 \uc6b0\uc704\uc5d0 \ub354\ud574 \ub300\uaddc\ubaa8 \uad6d\ub0b4 AI \uad00\ub828 \uc790\ubcf8\uc9c0\ucd9c\uc774 \uacb0\ud569\ub418\uba74\uc11c \ub2ec\ub7ec\ub294 \uacac\uc870\ud55c \uc9c0\uc9c0\ub97c \ubc1b\uc744 \uac83\uc73c\ub85c \ubcf8\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\uc228 \uace0\ub974\uae30\u201d \ub05d\ub098\uba74 \ub354 \uac04\ub2e4? \uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784, \uacac\uc870\ud55c \ubbf8\uad6d \uc131\uc7a5\u00b7\ub048\uc801 \uc778\ud50c\ub808\u00b7\uc720\uac00\ubc1c \uad50\uc5ed\uc870\uac74 \uc6b0\uc704\ub85c \ub2ec\ub7ec \uac15\uc138 2026\ub144 \ud558\ubc18\uae30\uae4c\uc9c0 \uc9c0\uc18d \uc804\ub9dd. EUR\u00b7JPY \ucd94\uac00 \uc57d\uc138 \uacbd\uace0.<\/p>\n","protected":false},"author":87,"featured_media":50116,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50923","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\/50923","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=50923"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50923\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50116"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50923"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}