{"id":50935,"date":"2026-07-06T19:27:43","date_gmt":"2026-07-06T19:27:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%8f%85%ec%9d%bc-%ea%b3%b5%ec%9e%a5%ec%88%98%ec%a3%bc-%ec%98%88%ec%83%81%ec%b9%98-%ec%83%81%ed%9a%8c%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac-%ec%82%b0%ec%97%85%c2%b7\/"},"modified":"2026-07-06T19:27:43","modified_gmt":"2026-07-06T19:27:43","slug":"%eb%8f%85%ec%9d%bc-%ea%b3%b5%ec%9e%a5%ec%88%98%ec%a3%bc-%ec%98%88%ec%83%81%ec%b9%98-%ec%83%81%ed%9a%8c%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac-%ec%82%b0%ec%97%85%c2%b7","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8f%85%ec%9d%bc-%ea%b3%b5%ec%9e%a5%ec%88%98%ec%a3%bc-%ec%98%88%ec%83%81%ec%b9%98-%ec%83%81%ed%9a%8c%ec%bd%94%eb%a9%94%eb%a5%b4%ec%b8%a0%eb%b0%a9%ed%81%ac-%ec%82%b0%ec%97%85%c2%b7\/","title":{"rendered":"\ub3c5\uc77c \uacf5\uc7a5\uc218\uc8fc, \uc608\uc0c1\uce58 \uc0c1\ud68c\u2026\ucf54\uba54\ub974\uce20\ubc29\ud06c \u201c\uc0b0\uc5c5\u00b7\uacbd\uae30 \uc644\ub9cc\ud55c \ud68c\ubcf5\u201d \uc804\ub9dd \uac15\ud654"},"content":{"rendered":"

\ub3c5\uc77c \uc81c\uc870\uc5c5 \uc218\uc8fc\ub294 \uacc4\uc808 \ubc0f \uc601\uc5c5\uc77c(\uce98\ub9b0\ub354) \uc870\uc815 \uae30\uc900\uc73c\ub85c 5\uc6d4\uc5d0 \uc804\uc6d4 \ub300\ube44 1.9% \uc99d\uac00\ud588\uc73c\uba70, \ub300\ud615 \uc218\uc8fc\ub97c \uc81c\uc678\ud558\uba74 \uc99d\uac00\ud3ed\uc740 1.0%\uc600\ub2e4. \uc0ac\uc804 \uc124\ubb38\uc5d0 \ucc38\uc5ec\ud55c \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8\ub4e4\uc740 1%\ub97c \ub2e4\uc18c \uc6c3\ub3c4\ub294 \uc218\uc900\uc758 \uc99d\uac00\ub97c \uc608\uc0c1\ud588\uc73c\uba70, \ucf54\uba54\ub974\uce20\ubc29\ud06c\ub294 5\uc6d4 \uc218\uce58\uac00 \uc218\uc8fc \ud750\ub984\uc758 \uc0c1\ubc29 \ucd94\uc138\uc640 \ubd80\ud569\ud55c\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4.<\/p>\n

\ucf54\uba54\ub974\uce20\ubc29\ud06c\ub294 \uc774\ubc88 \uc218\uc8fc \uac1c\uc120\uc774 \uc7a5\uae30\uac04\uc758 \uc815\uccb4 \uc774\ud6c4 \ub3c5\uc77c \uc0b0\uc5c5\uc758 \uc644\ub9cc\ud55c \ud68c\ubcf5\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4. \ub610\ud55c 2\ubd84\uae30\uc5d0 \uc18c\ud3ed\uc758 \uc5ed\uc131\uc7a5\uc774 \uc788\uc5c8\uc744 \uac83\uc73c\ub85c \ubcf4\uba74\uc11c\ub3c4, \uc774\ud6c4 \uc804\uccb4 \uacbd\uc81c\uac00 \uc18c\ud3ed \ud68c\ubcf5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. 2026\ub144 \uc5f0\uac04 \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub294 0.6%\ub85c \uc720\uc9c0\ud588\ub2e4.<\/p>\n

Signs Of Gradual Industrial Recovery<\/h3>\n

5\uc6d4 \ub3c5\uc77c \uc81c\uc870\uc5c5 \uc218\uc8fc\uac00 \uc608\uc0c1 \ubc16\uc73c\ub85c \uc804\uc6d4 \ub300\ube44 1.9% \uc99d\uac00\ud55c \uc810\uc744 \uac10\uc548\ud558\uba74, \uc810\uc9c4\uc801\uc778 \uc0b0\uc5c5 \ud68c\ubcf5\uc758 \ucd08\uae30 \uc2e0\ud638\uac00 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ub294 \uac15\ud55c \ubc18\ub4f1\uc774 \uc608\uc0c1\ub418\uc9c0\ub294 \uc54a\ub354\ub77c\ub3c4 \uacbd\uae30 \ubc14\ub2e5\uc774 \ub2e8\ub2e8\ud574\uc9c0\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc7a5\uae30\uac04\uc758 \uc815\uccb4 \uad6d\uba74 \uc774\ud6c4\ub85c, \ud558\ubc18\uae30\uc5d0\ub294 \uc644\ub9cc\ud55c \uac1c\uc120 \ud750\ub984\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\uc774 \uac19\uc740 \uc2dc\uac01\uc740 6\uc6d4 \ub9d0 \uacf5\uac1c\ub41c \ucd5c\uc2e0 \uc9c0\ud45c\ub4e4\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. \uae30\uc5c5 \uc2ec\ub9ac\uc758 \ud575\uc2ec \uc9c0\ud45c\uc778 Ifo \uae30\uc5c5\ud658\uacbd\uc9c0\uc218\ub294 90.1\ub85c \uc18c\ud3ed \uc0c1\uc2b9\ud558\uba70 3\uac1c\uc6d4 \uc5f0\uc18d \uc624\ub984\uc138\ub97c \uae30\ub85d\ud588\ub2e4. \uc774\ub294 \uae30\uc5c5\ub4e4\uc774 \ucd5c\uadfc\uc758 \uacbd\uae30 \ubd80\uc9c4\uacfc \uc774\ub780 \ubd84\uc7c1\uc5d0\uc11c \ube44\ub86f\ub41c \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc870\uc2ec\uc2a4\ub7fd\uac8c \uadf8 \uc774\ud6c4\ub97c \ubc14\ub77c\ubcf4\uae30 \uc2dc\uc791\ud588\uc74c\uc744 \uac15\ud654\ud55c\ub2e4.<\/p>\n

\ub2e4\ub9cc 5\uc6d4 \uc0b0\uc5c5\uc0dd\uc0b0\uc774 0.5% \uc99d\uac00\uc5d0 \uadf8\uce5c \uc810\uc740, \uc218\uc8fc\uac00 \uc2e4\uc81c \uc0dd\uc0b0\uc73c\ub85c \uc804\ud658\ub418\ub294 \uacfc\uc815\uc774 \ub354\ub514\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub294 \ud68c\ubcf5\uc774 \uae09\uaca9\ud558\uae30\ubcf4\ub2e4\ub294 \uc810\uc9c4\uc801\uc77c \uac83\uc784\uc744 \ud655\uc778\ud574\uc8fc\ub294 \ub300\ubaa9\uc774\ub77c\uace0 \ud310\ub2e8\ud55c\ub2e4. \ub3c5\uc77c \uacbd\uc81c\ub294 \uc5ec\uc804\ud788 \uc0c1\ub2f9\ud55c \uc5ed\ud48d\uc5d0 \uc9c1\uba74\ud574 \uc788\uc5b4, \uc758\ubbf8 \uc788\ub294 \ub7a0\ub9ac\ub97c \uc81c\uc57d\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

Inflation, Headwinds, And Market Positioning<\/h3>\n

\uc778\ud50c\ub808\uc774\uc158\ub3c4 \uc5ec\uc804\ud788 \ubd80\ub2f4 \uc694\uc778\uc774\ub2e4. 6\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI) \uc18d\ubcf4\uce58\ub294 2.8%\ub85c \uacac\uc870\ud558\uac8c \uc720\uc9c0\ub410\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc18d\uc801\uc778 \ubb3c\uac00 \uc555\ub825\uc740 \uc720\ub7fd\uc911\uc559\uc740\ud589(ECB)\uc774 \ucd94\uac00\uc801\uc778 \uacbd\uae30 \uc9c0\uc6d0\uc5d0 \ub098\uc124 \uc218 \uc788\ub294 \uc5ec\uc9c0\ub97c \uc81c\ud55c\ud574 \uc131\uc7a5\uc758 \uc0c1\ub2e8\uc744 \ud615\uc131\ud560 \uc218 \uc788\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c\ub3c4 \uc778\ud50c\ub808\uc774\uc158\uc774 \ub048\uc801\uac70\ub9ac\uac8c(sticky) \uc720\uc9c0\ub418\ub294 \uad6d\uba74\uc5d0\uc11c\ub294, \uc644\ub9cc\ud55c \ud68c\ubcf5\uae30\ub77c \ud558\ub354\ub77c\ub3c4 \uc8fc\uc2dd\uc2dc\uc7a5 \uc131\uacfc\uac00 \uc81c\uc57d\ub418\ub294 \uacbd\uc6b0\uac00 \uc7a6\uc558\ub2e4.<\/p>\n

\uc774 \uac19\uc740 \uc804\ub9dd\uc744 \ubc14\ud0d5\uc73c\ub85c, \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ub3c5\uc77c \uc8fc\uc2dd\uc758 \uc0c1\uc2b9 \uc5ec\ub825\uc740 \uc81c\ud55c\uc801\uc774\ub77c\uace0 \ubcf4\uace0 \uc788\ub2e4. \ud070 \ud3ed\uc758 \ub7a0\ub9ac\uc5d0 \uc0c1\ub2e8\uc774 \ud615\uc131\ub41c\ub2e4\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74, DAX \uc9c0\uc218\uc5d0 \ub300\ud574 \ud589\uc0ac\uac00\uaca9\uc774 \uba3c(out-of-the-money) \ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc775\uc744 \ud655\ubcf4\ud558\ub294 \uc804\ub7b5\uc774 \ud569\ub9ac\uc801\uc774\ub77c\uace0 \ud310\ub2e8\ud55c\ub2e4. \uc774\ub294 \ud68c\ubcf5\uc740 \uc9c4\ud589\ub418\uc9c0\ub9cc \uc758\ubbf8 \uc788\ub294 \ub3cc\ud30c\uac00 \uc27d\uc9c0 \uc54a\uc740 \uc2dc\uc7a5 \ud658\uacbd\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uac8c \ud574\uc900\ub2e4.<\/p>\n

\ud68c\ubcf5\uc774 \ucde8\uc57d\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c \ud558\ubc29 \ub9ac\uc2a4\ud06c\uac00 \uc0ac\ub77c\uc9c4 \uac83\uc740 \uc544\ub2c8\ub2e4. \uc608\uc0c1\uce58 \ubabb\ud55c \ubd80\uc815\uc801 \uc9c0\ud45c\ub098 \uc2ec\ub9ac \ubc18\uc804 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574, \ud575\uc2ec \uc0b0\uc5c5\uc8fc\uc5d0 \ub300\ud55c \ud48b\uc635\uc158\uc744 \ub9e4\uc218\ud574 \ud5e4\uc9c0\ud558\ub294 \uc804\ub7b5\uc5d0\uc11c\ub3c4 \uac00\uce58\ub97c \ucc3e\ub294\ub2e4. \uc774\ub294 \uae30\ub300\ud588\ub358 \uc644\ub9cc\ud55c \ud68c\ubcf5\uc774 \ud604\uc2e4\ud654\ub418\uc9c0 \uc54a\uc744 \uacbd\uc6b0\uc5d0 \ub300\ube44\ud55c \ubc29\uc5b4 \uc218\ub2e8\uc744 \uc81c\uacf5\ud55c\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":"

\u2018\ub3c5\uc77c \ubc14\ub2e5\u2019 \uc2e0\ud638? 5\uc6d4 \uc81c\uc870\uc5c5 \uc218\uc8fc 1.9%\u2191(\ub300\ud615 \uc81c\uc678 1.0%)\ub85c \uc608\uc0c1 \uc0c1\ud68c, Ifo 3\uac1c\uc6d4\u2191. \ub2e4\ub9cc \uc0dd\uc0b0\u00b7\uc778\ud50c\ub808 \ubd80\ub2f4\uc5d0 \ud68c\ubcf5\uc740 \uc644\ub9cc\u2026DAX \uc0c1\ub2e8 \uc81c\ud55c \uc804\ub9dd. \ucf5c\ub9e4\ub3c4+\ud48b\ud5e4\uc9c0 \uc81c\uc2dc.<\/p>\n","protected":false},"author":87,"featured_media":50172,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50935","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\/50935","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=50935"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50172"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}