{"id":50929,"date":"2026-07-06T17:57:47","date_gmt":"2026-07-06T17:57:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%af%b8%ea%b5%ad-ism-%ec%84%9c%eb%b9%84%ec%8a%a4%ec%97%85-%ec%8b%a0%ea%b7%9c%ec%a3%bc%eb%ac%b8-%ec%a7%80%ec%88%98-6%ec%9b%94-%eb%91%94%ed%99%94%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98\/"},"modified":"2026-07-06T17:57:47","modified_gmt":"2026-07-06T17:57:47","slug":"%eb%af%b8%ea%b5%ad-ism-%ec%84%9c%eb%b9%84%ec%8a%a4%ec%97%85-%ec%8b%a0%ea%b7%9c%ec%a3%bc%eb%ac%b8-%ec%a7%80%ec%88%98-6%ec%9b%94-%eb%91%94%ed%99%94%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad-ism-%ec%84%9c%eb%b9%84%ec%8a%a4%ec%97%85-%ec%8b%a0%ea%b7%9c%ec%a3%bc%eb%ac%b8-%ec%a7%80%ec%88%98-6%ec%9b%94-%eb%91%94%ed%99%94%ea%b8%88%eb%a6%ac-%ec%9d%b8%ed%95%98\/","title":{"rendered":"\ubbf8\uad6d ISM \uc11c\ube44\uc2a4\uc5c5 \uc2e0\uaddc\uc8fc\ubb38 \uc9c0\uc218, 6\uc6d4 \ub454\ud654\u2026\uae08\ub9ac \uc778\ud558 \ubca0\ud305 \ud655\ub300\u00b7\ubcc0\ub3d9\uc131 \ud5e4\uc9c0 \uc804\ub7b5 \uac15\ud654"},"content":{"rendered":"<p>\ubbf8\uad6d ISM \uc11c\ube44\uc2a4 \uc2e0\uaddc\uc8fc\ubb38\uc9c0\uc218(New Orders Index)\ub294 6\uc6d4 55.1\ub85c \uc804\uc6d4 57.3\uc5d0\uc11c \ud558\ub77d\ud588\ub2e4. \uc774\ub294 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 \uc2e0\uaddc \uc218\uc8fc(\uc2e0\uaddc \uc0ac\uc5c5) \uc99d\uac00\uc138\uac00 \ub454\ud654\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uc9c0\ub9cc, \uacbd\uae30 \ud655\uc7a5\uacfc \uc704\ucd95\uc744 \uac00\ub974\ub294 \uae30\uc900\uc120\uc778 50\uc744 \uc5ec\uc804\ud788 \uc0c1\ud68c\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc9c0\uc218\ub294 \ud655\uc7a5 \uad6d\uba74\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc73c\ub098, \uc804\uc6d4 \ub300\ube44 \ud558\ub77d\uc740 5\uc6d4\uc5d0 \ube44\ud574 \uc218\uc694\uac00 \uc2dd\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc2dc\uc7a5\uc740 \uc11c\ube44\uc2a4 \ubd80\ubb38 \ubaa8\uba58\ud140\uacfc \ubbf8\uad6d \uacbd\uc81c \uc804\ubc18\uc758 \ud750\ub984\uc744 \uac00\ub2a0\ud558\uae30 \uc704\ud574 \uc774 \uc9c0\ud45c\ub97c \uc8fc\uc694\ud558\uac8c \ucd94\uc801\ud55c\ub2e4.<\/p>\n<h3>\uc11c\ube44\uc2a4 \uc131\uc7a5 \ub454\ud654\uc640 \uc5f0\uc900(Fed) \uc815\ucc45\uc5d0 \ub300\ud55c \ud568\uc758<\/h3>\n<p>6\uc6d4 ISM \uc11c\ube44\uc2a4 \uc2e0\uaddc\uc8fc\ubb38\uc9c0\uc218\uac00 55.1\ub85c \ub0b4\ub824\uc624\uba74\uc11c \uc131\uc7a5 \ubaa8\uba58\ud140 \ub454\ud654 \uc2e0\ud638\uac00 \ub69c\ub837\ud574\uc84c\ub2e4. 50\uc744 \uc6c3\ub3c4\ub294 \uc218\uce58\ub294 \uc5ec\uc804\ud788 \u2018\ud655\uc7a5\u2019\uc744 \uc758\ubbf8\ud558\uc9c0\ub9cc, \uc774\ubc88 \ub454\ud654\ub294 \ud575\uc2ec \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub2e4. \uc11c\ube44\uc2a4 \ubd80\ubb38\uc740 \ubbf8\uad6d \uacbd\uc81c\uc758 \ud575\uc2ec \uc5d4\uc9c4\uc774\uba70, \ud5a5\ud6c4 \uc218\uc694(\ubbf8\ub798 \uc0ac\uc5c5) \ub454\ud654\ub294 \uc758\ubbf8 \uc788\ub294 \uacbd\uace0 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \uacbd\uae30 \uc644\ud654\ub294 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed) \uc815\ucc45 \uc804\ub9dd\uc5d0\ub3c4 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4. \uc120\ubb3c\uc2dc\uc7a5\uc5d0\uc11c 4\ubd84\uae30 \uae08\ub9ac \uc778\ud558 \ud655\ub960\uc740 \uc774\uc81c 60%\ub97c \uc0c1\ud68c\ud558\uba70, \ubd88\uacfc \uc9c0\ub09c\uc8fc \uc57d 45% \uc218\uc900\uc5d0\uc11c \uc0c1\uc2b9\ud588\ub2e4. \uc774\ubc88 \uc9c0\ud45c\ub294 \uc704\uc6d0\ud68c \ub0b4 \ube44\ub458\uae30\ud30c(dovish) \uc131\ud5a5 \uc778\uc0ac\ub4e4\uc774 \ud1b5\ud654\uc644\ud654\ub85c\uc758 \uc804\ud658\uc744 \u2018\uc870\uae30\u2019\uc5d0 \ucd94\uc9c4\ud574\uc57c \ud55c\ub2e4\ub294 \ub17c\ub9ac\ub97c \uac15\ud654\ud558\ub294 \uadfc\uac70\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n<h3>\ud63c\uc870 \uc7a5\uc138\uc5d0\uc11c\uc758 \ud3ec\uc9c0\uc154\ub2dd \uc804\ub7b5<\/h3>\n<p>\uc774\uc5d0 \ub530\ub77c \uc6b0\ub9ac\ub294 \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \uc218\ud61c\ub97c \ubcf4\ub294 \ud3ec\uc9c0\uc158\uc744 \ub298\ub9ac\uace0 \uc788\ub2e4. CBOE \ubcc0\ub3d9\uc131\uc9c0\uc218(VIX)\ub294 \ucd5c\uadfc 14\uc120 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\ub294 \ub4f1 \uc5ed\uc0ac\uc801\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc774\uc9c0\ub9cc, \uacbd\uc81c \ubd88\ud655\uc2e4\uc131\uc774 \ub192\uc544\uc9c0\uba74\uc11c 17~19 \uad6c\uac04\uc73c\ub85c \uc0c1\uc2b9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \uc774\uc5d0 \ub300\ube44\ud574 8\uc6d4\uacfc 9\uc6d4 \ub9cc\uae30\uc758 VIX \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud574 \uae30\ub300\ud558\ub294 \ubcc0\ub3d9\uc131 \uc0c1\uc2b9 \uad6d\uba74\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc139\ud130\ubcc4 \uc804\ub7b5\ub3c4 \uc870\uc815 \uc911\uc774\ub2e4. \uc5ec\ud589\u00b7\ub808\uc800\/\ud638\ud154 \ub4f1 \uc11c\ube44\uc2a4 \uc9c0\ucd9c \ub454\ud654\uc5d0 \ubbfc\uac10\ud55c \uc5c5\uc885\uc774 \ud3ec\ud568\ub41c \uc18c\ube44\uc7ac(\uacbd\uae30\uc18c\ube44\uc7ac\u00b7consumer discretionary) ETF\uc5d0 \ub300\ud574 \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud558\uace0 \uc788\ub2e4. \ubc18\uba74 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131 \uc99d\uac00\ub294 \uae08\ub9ac \ubbfc\uac10\ub3c4\uac00 \ub192\uc740 \uae30\uc220\uc8fc \ubc0f \uc131\uc7a5\uc8fc\uc5d0 \uc6b0\ud638\uc801\uc774\ubbc0\ub85c, \uc77c\ubd80 \uae30\uc220\uc8fc \uc885\ubaa9\uc5d0 \ub300\ud574\uc11c\ub294 \uc2e0\uc911\ud558\uac8c \ucf5c\uc635\uc158 \ube44\uc911\uc744 \ud655\ub300\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc131\uc7a5 \ub454\ud654\uc640 \uc911\uc559\uc740\ud589(\uc5f0\uc900) \uc9c0\uc6d0 \uac00\ub2a5\uc131\uc774 \uacf5\uc874\ud558\ub294 \ud63c\uc7ac\ub41c \ud658\uacbd\uc744 \uac10\uc548\ud574, \ub69c\ub837\ud55c \ubc29\ud5a5\uc131 \ubca0\ud305\ubcf4\ub2e4\ub294 \uc190\uc2e4\uc774 \uc81c\ud55c\ub418\ub294(defined-risk) \uc804\ub7b5\uc744 \uc120\ud638\ud55c\ub2e4. S&#038;P 500 \uc9c0\uc218\uc5d0 \ub300\ud574 \ud48b \ud06c\ub808\ub527 \uc2a4\ud504\ub808\ub4dc(put credit spreads)\ub97c \uad6c\ucd95\ud574 \uc2dc\uc7a5\uc774 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ub418\uac70\ub098 \uc18c\ud3ed \uc0c1\uc2b9\ud560 \uacbd\uc6b0 \uc218\uc775\uc744 \ucd94\uad6c\ud55c\ub2e4. \uc774\ub294 \ub454\ud654\uac00 \uc608\uc0c1\ubcf4\ub2e4 \uc2ec\ud654\ub420 \uacbd\uc6b0 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \ud070 \ud3ed\uc758 \ud558\ubc29 \uc704\ud5d8\uc73c\ub85c\ubd80\ud130 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubc29\uc5b4\ud558\ub294 \ubaa9\uc801\uc774\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>\uc18d\ubcf4: \u7f8e ISM \uc11c\ube44\uc2a4 \uc2e0\uaddc\uc8fc\ubb38 6\uc6d4 55.1\ub85c \ub454\ud654(\uc804\uc6d4 57.3)\ud588\uc9c0\ub9cc \ud655\uc7a5\uad8c. \uae08\ub9ac\uc778\ud558 \ud655\ub960 60%\u2191. \ubcc0\ub3d9\uc131(VIX) \ucf5c \ub9e4\uc218, \uc18c\ube44\uc7ac \ud48b, \uae30\uc220\uc8fc \ucf5c\u00b7\ud48b\ud06c\ub808\ub527\uc2a4\ud504\ub808\ub4dc\ub85c \ubc29\uc5b4\uc801 \ub300\uc751.<\/p>\n","protected":false},"author":87,"featured_media":50199,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50929","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\/50929","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=50929"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50199"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}