{"id":50979,"date":"2026-07-07T07:29:17","date_gmt":"2026-07-07T07:29:17","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/usd-jpy-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%86%8d%c2%b7%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%97%90-%eb%8b%ac%eb%9f%ac\/"},"modified":"2026-07-07T07:29:17","modified_gmt":"2026-07-07T07:29:17","slug":"usd-jpy-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%86%8d%c2%b7%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%97%90-%eb%8b%ac%eb%9f%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/usd-jpy-%ec%ba%90%eb%a6%ac-%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c-%ec%a7%80%ec%86%8d%c2%b7%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%ec%97%90-%eb%8b%ac%eb%9f%ac\/","title":{"rendered":"USD\/JPY, \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc \uc9c0\uc18d\u00b7\ud638\ub974\ubb34\uc988 \uae34\uc7a5 \uace0\uc870\uc5d0 \ub2ec\ub7ec \uac15\uc138\u2026161.70\uc73c\ub85c \ud6c4\ud1f4"},"content":{"rendered":"

USD\/JPY\ub294 \uc6d4\uc694\uc77c \ub2a6\uc740 \uc2dc\uac04\ub300 162.00\ub300 \uc911\ubc18\uc5d0\uc11c\uc758 \ud6c4\ud1f4 \uc774\ud6c4 \ud558\ub77d \ud750\ub984\uc744 \uc774\uc5b4\uac00\uba70, \ud654\uc694\uc77c \uc544\uc2dc\uc544\uc7a5\uc5d0\uc11c \ucd94\uac00 \ub9e4\ub3c4\uc138\uac00 \uc720\uc785\ub3fc 161.70~161.65 \ubd80\uadfc\uc73c\ub85c \ub0b4\ub824\uc130\ub2e4. \uc77c\ubcf8 \ub2f9\uad6d\uc758 \uac1c\uc785\uc774 \ubd80\uc7ac\ud55c \uc810\uacfc \ud1b5\ud654\uc30d\uc5d0 \ub300\ud55c \uae30\uc800 \uc218\uc694\uac00 \uc190\uc2e4 \ud3ed\uc744 \uc81c\ud55c\ud588\ub2e4. \ub2f9\uad6d\uc774 \uac1c\uc785\uc744 \u2018\uc608\uace0\u2019\ud558\ub294 \ubc29\uc2dd\uc5d0\uc11c \ubc97\uc5b4\ub098 \ud22c\uae30 \uc138\ub825 \uaca8\ub0e5\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\ub2e4\ub294 \ubcf4\ub3c4\ub294 \ud604\uc7ac\uae4c\uc9c0 \uc2dc\uc7a5\uc5d0 \uc9c0\uc18d\uc801\uc778 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \ubabb\ud588\uc73c\uba70, \uc77c\ubcf8\uacfc \ubbf8\uad6d \ub4f1 \uc8fc\uc694\uad6d \uac04 \ucc28\uc785 \ube44\uc6a9 \uaca9\ucc28\uac00 \ud070 \ud0d3\uc5d0 \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uac00 \uc720\uc9c0\ub418\uba74\uc11c \uc911\ub3d9 \uae34\uc7a5\uc774 \uac70\uc2dc \ub9ac\uc2a4\ud06c\ub97c \ud0a4\uc6b0\ub294 \uac00\uc6b4\ub370 \uc5d4\ud654\uc5d0\ub294 \ud558\ubc29 \uc555\ub825\uc774 \uc774\uc5b4\uc84c\ub2e4.<\/p>\n

\uc9c0\uc815\ud559\uc801 \uc6b0\ub824\ub294 \ud574\uc0c1 \uc548\uc804 \uae30\uad00\uc774 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\uacfc\ud558\ub358 \uc720\uc870\uc120\uc774 \uc815\uccb4 \ubd88\uba85\uc758 \ubc1c\uc0ac\uccb4\uc5d0 \ud53c\uaca9\ub410\ub2e4\uace0 \ubc1d\ud788\uba74\uc11c \ud55c\uce35 \uace0\uc870\ub410\ub2e4. \uc774\ub294 \ud56d\ub85c \uc774\uc6a9 \uc120\ubc15\uc5d0 \uc694\uae08\uc744 \ubd80\uacfc\ud558\ub824\ub294 \uacc4\ud68d\uc744 \ub458\ub7ec\uc2fc \ubbf8\uad6d-\uc774\ub780 \uac08\ub4f1\uacfc \ub9de\ubb3c\ub824 \ubd88\uc548\uc744 \ud0a4\uc6e0\ub2e4. \uc774 \uac19\uc740 \ud658\uacbd\uc740 \ub2ec\ub7ec\uc758 \uc548\uc804\uc790\uc0b0 \uc218\uc694\ub97c \uc9c0\uc9c0\ud588\uc9c0\ub9cc, \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed)\uc758 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1 \uae30\ub300\uac00 \uc644\ud654\ub418\uba74\uc11c \ub2ec\ub7ec \uac15\uc138\ub294 \uc77c\ubd80 \uc81c\ud55c\ub410\ub2e4. \uc77c\ubcf8\uc5d0\uc11c\ub294 5\uc6d4 \uba85\ubaa9\uc784\uae08\uc774 \uc804\ub144 \ub300\ube44 3.2% \uc0c1\uc2b9(\uc774\uc804\uce58 3.6%\ub85c \uc218\uc815)\ud588\uace0, \uc2e4\uc9c8\uc784\uae08\uc740 1.4% \uc99d\uac00\ud558\uba70 5\uac1c\uc6d4 \uc5f0\uc18d \ud50c\ub7ec\uc2a4\ub97c \uae30\ub85d\ud588\ub2e4. \ub2e4\ub9cc \uac00\uacc4\uc9c0\ucd9c\uc740 \uc804\ub144 \ub300\ube44 0.4% \uac10\uc18c\ud574 6\uac1c\uc6d4 \uc5f0\uc18d \ud558\ub77d\ud588\ub2e4. \uc2dc\uc7a5\uc740 \uc774\uc81c \uc218\uc694\uc77c \uacf5\uac1c\ub420 FOMC \uc758\uc0ac\ub85d\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4.<\/p>\n

Interest Rate Differentials and Carry Trade Support<\/h3>\n

\ub2f9\uc0ac\ub294 USD\/JPY\uac00 161.70\uc120\uc73c\ub85c \ubc00\ub9b0 \ud604 \uad6c\uac04\uc744 \ucd94\uc138 \uc804\ud658\uc774\ub77c\uae30\ubcf4\ub2e4 \ub9e4\uc218 \uae30\ud68c\ub85c \ud3c9\uac00\ud55c\ub2e4. \uc5d4\ud654 \uc57d\uc138\uc640 \ub2ec\ub7ec \uac15\uc138\ub97c \uc9c0\uc9c0\ud558\ub294 \ud380\ub354\uba58\ud138 \ub3d9\uc778\uc740 \uc5ec\uc804\ud788 \uacac\uace0\ud558\ub2e4. \uc77c\ubcf8 \ub2f9\uad6d\uc774 \uad6c\uccb4\uc801 \uc870\uce58\ub97c \ucde8\ud558\uc9c0 \uc54a\ub294 \ud55c, \uc870\uc815\uc131 \ub418\ub3cc\ub9bc\uc740 \ub300\uccb4\ub85c \ub2e8\uae30\uc5d0 \uadf8\uce60 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\ud575\uc2ec \uc694\uc778\uc740 \uae08\ub9ac \ucc28\ub85c, \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uc758 \ub9e4\ub825\ub3c4\ub97c \ud06c\uac8c \ub192\uc774\uace0 \uc788\ub2e4. \ubbf8 \uc5f0\uc900\uc758 \uc815\ucc45\uae08\ub9ac(\uc5f0\ubc29\uae30\uae08\uae08\ub9ac)\uac00 5%\ub300\ub97c \uc720\uc9c0\ud558\ub294 \ubc18\uba74 \uc77c\ubcf8\uc740\ud589(BOJ) \uae08\ub9ac\ub294 \uc81c\ub85c(0) \ubd80\uadfc\uc5d0 \uba38\ubb3c\ub7ec, \uc5d4\ud654\ub97c \ucc28\uc785\ud574 \ub2ec\ub7ec\ub97c \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc218\uc775\ub960\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\uc801 \ud658\uacbd \uc790\uccb4\uac00 \uc77c\ubcf8 \uc5d4\ud654\uc5d0 \uc9c0\uc18d\uc801\uc778 \ud558\ubc29 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\ub2e4.<\/p>\n

\ub2e4\ub9cc \uac1c\uc785 \ub9ac\uc2a4\ud06c\uc5d0\ub294 \uacbd\uacc4\ub97c \ub2a6\ucd94\uae30 \uc5b4\ub835\ub2e4. \ud658\uc728\uc740 2022\ub144 \uac1c\uc785\uc744 \ucd09\ubc1c\ud588\ub358 152.00 \uc218\uc900\uc744 \ud06c\uac8c \uc0c1\ud68c\ud574 \uac70\ub798\ub418\uace0 \uc788\ub2e4. \ub2f9\uad6d\uc774 \ud589\ub3d9\ubcf4\ub2e4 \u2018\uad6c\ub450 \uacbd\uace0\u2019\ub85c \ud22c\uae30 \uc138\ub825\uc744 \uaca8\ub0e5\ud558\ub294 \ubaa8\uc2b5\uc774\uc9c0\ub9cc, \uae09\uaca9\ud55c \ubcc0\ub3d9\uc774 \ub098\ud0c0\ub0a0 \uacbd\uc6b0 \uc7ac\ubb34\uc131\uc774 \ub2ec\ub7ec \ub9e4\ub3c4\uc5d0 \ub098\uc124 \uac00\ub2a5\uc131\uc740 \ucda9\ubd84\ud558\ub2e4. \uc774\uc5d0 \ub530\ub77c \ub2f9\uc0ac\ub294 \uc0c1\uc2b9(\uac15\uc138) \ubdf0\ub97c \uc720\uc9c0\ud558\ub418 \ud558\ubc29 \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud558\uae30 \uc704\ud574 \ucf5c\uc635\uc158 \ud65c\uc6a9\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4.<\/p>\n

Geopolitical Tensions and Economic Fundamentals<\/h3>\n

\uc911\ub3d9, \ud2b9\ud788 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ub458\ub7ec\uc2fc \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc740 \ub2ec\ub7ec\uc758 \uc548\uc804\uc790\uc0b0 \ub9e4\ub825\uc744 \ub192\uc774\uace0 \uc788\ub2e4. \ucd5c\uadfc\uc758 \uad50\ub780 \uc694\uc778\uc73c\ub85c \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc774 \ubc30\ub7f4\ub2f9 90\ub2ec\ub7ec \uc120\uc73c\ub85c \uc7ac\ucc28 \uc811\uadfc\ud558\uba70, \uc5d0\ub108\uc9c0 \uc218\uc785\uad6d\uc778 \uc77c\ubcf8 \uacbd\uc81c\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \ub2ec\ub7ec \uac15\uc138 \ub17c\ub9ac\ub97c \uac15\ud654\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \uae00\ub85c\ubc8c \ubd88\ud655\uc2e4\uc131\uc774 \ud655\ub300\ub418\ub294 \uad6d\uba74\uc5d0\uc11c \uc5d4\ud654 \ubcf4\uc720\uc758 \ub9e4\ub825\ub3c4\ub97c \ub5a8\uc5b4\ub728\ub9b0\ub2e4.<\/p>\n

\uc774\ubc88 \uc8fc \ubc1c\ud45c\ub41c \uc77c\ubcf8 \uacbd\uc81c\uc9c0\ud45c \uc5ed\uc2dc \uc5d4\ud654 \uac15\uc138 \ub17c\ub9ac\ub97c \uc57d\ud654\uc2dc\ud0a8\ub2e4. \uc2e4\uc9c8\uc784\uae08\uc774 5\uac1c\uc6d4 \uc5f0\uc18d \uc99d\uac00\ud588\uc9c0\ub9cc \uc99d\uac00\uc138\ub294 \ub454\ud654\ub410\uace0, \uac00\uacc4\uc9c0\ucd9c\uc740 5\uc6d4 0.4% \uac10\uc18c\ub85c \ud558\ub77d \ud750\ub984\uc744 \uc774\uc5b4\uac14\ub2e4. \ucde8\uc57d\ud55c \ub0b4\uc218 \ud658\uacbd\uc740 \uc77c\ubcf8\uc740\ud589\uc774 \ubcf4\ub2e4 \uacf5\uaca9\uc801\uc778 \uae34\ucd95 \uacbd\ub85c\ub97c \ucd94\uc9c4\ud560 \uc5ec\uc9c0\ub97c \uc81c\ud55c\ud55c\ub2e4.<\/p>\n

\ubbf8\uad6d\uc5d0\uc11c\ub294 \uadfc\uc6d0 CPI\uac00 3.2% \ub0b4\uc678\uc5d0\uc11c \ub048\uc801\ud558\uac8c(sticky) \uc720\uc9c0\ub418\uace0 \uc788\ub2e4\ub294 \ucd5c\uadfc \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc5f0\uc900\uc774 \uc11c\ub458\ub7ec \uae08\ub9ac\ub97c \uc778\ud558\ud560 \uc774\uc720\uac00 \ud06c\uc9c0 \uc54a\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ubc88 \uc8fc \ucd08\uc810\uc740 FOMC \uc758\uc0ac\ub85d\uc73c\ub85c, \ub2f9\uc0ac\ub294 \u2018\uace0\uae08\ub9ac \uc7a5\uae30\ud654(higher for longer)\u2019 \uae30\uc870\ub97c \uc7ac\ud655\uc778\ud558\ub294 \uba54\uc2dc\uc9c0\uac00 \ub098\uc62c \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \uc774 \uac19\uc740 \uc804\ub9dd\uc740 \ub2ec\ub7ec\/\uc5d4\uc5d0\uc11c \ub2ec\ub7ec\uc5d0 \ub300\ud55c \uae30\uc800 \uc9c0\uc9c0 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ub192\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":"

\ub2ec\ub7ec\/\uc5d4 162\ub300 \ud6c4\ud1f4 \ud6c4 161.65~161.70 \ud558\ub77d\u2026\uac1c\uc785 \ubd80\uc7ac \uc18d \uae08\ub9ac\ucc28\u00b7\uce90\ub9ac\ub85c \uc5d4 \uc57d\uc138 \uc9c0\uc18d. \ud638\ub974\ubb34\uc988 \uae34\uc7a5\uc5d0 \ub2ec\ub7ec \uc548\uc804\uc218\uc694, FOMC \uc758\uc0ac\ub85d \uc8fc\ubaa9\u00b7\uc870\uc815\uc740 \ub9e4\uc218 \uae30\ud68c.<\/p>\n","protected":false},"author":87,"featured_media":50274,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50979","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\/50979","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=50979"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50979\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50274"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}