{"id":51043,"date":"2026-07-08T11:57:57","date_gmt":"2026-07-08T11:57:57","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%97%90%eb%b8%8c%eb%a6%ac-%ec%97%b0%ec%a4%80-%ec%9d%98%ec%82%ac%eb%a1%9d-%ea%b3%b5%ea%b0%9c-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a7%80%ec%a0%95%ed%95%99\/"},"modified":"2026-07-08T11:57:57","modified_gmt":"2026-07-08T11:57:57","slug":"%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%97%90%eb%b8%8c%eb%a6%ac-%ec%97%b0%ec%a4%80-%ec%9d%98%ec%82%ac%eb%a1%9d-%ea%b3%b5%ea%b0%9c-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a7%80%ec%a0%95%ed%95%99","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac%ec%9d%98-%ec%97%90%eb%b8%8c%eb%a6%ac-%ec%97%b0%ec%a4%80-%ec%9d%98%ec%82%ac%eb%a1%9d-%ea%b3%b5%ea%b0%9c-%ec%95%9e%eb%91%90%ea%b3%a0-%ec%a7%80%ec%a0%95%ed%95%99\/","title":{"rendered":"\ub77c\ubcf4\ubc45\ud06c\uc758 \uc5d0\ube0c\ub9ac, \uc5f0\uc900 \uc758\uc0ac\ub85d \uacf5\uac1c \uc55e\ub450\uace0 \uc9c0\uc815\ud559 \ubcc0\uc218 \uc18d \u2018\uc774\uc775 \ub2ec\ub7ec\u2019 \ud22c\uc790 \ub17c\ub9ac \uc810\uac80"},"content":{"rendered":"

\ub77c\ubcf4\ubc45\ud06c \uc804\ub7b5\uac00 \ub9c8\uc774\ud074 \uc5d0\ube0c\ub9ac\ub294 \ubbf8 \ub2ec\ub7ec\uc758 \uae00\ub85c\ubc8c \uc5ed\ud560\uc744 \ub458\ub7ec\uc2fc \uc0c1\ubc18\ub41c \ub0b4\ub7ec\ud2f0\ube0c\ub97c \uc81c\uc2dc\ud588\ub2e4. \uadf8\ub294 \ud30c\uc774\ub0b8\uc15c\ud0c0\uc784\uc2a4(FT)\uc5d0\uc11c \uc544\ub2f4 \ud22c\uc988\uac00 \ubc1d\ud78c \uacac\ud574\ub97c \uc778\uc6a9\ud558\uba70, \ub2ec\ub7ec(USD)\uac00 \ub354 \uc774\uc0c1 \uae00\ub85c\ubc8c \uc900\ube44\ud1b5\ud654\uac00 \uc544\ub2c8\ub77c \uc790\uc0b0\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \uc758\ud574 \uc9c0\uc9c0\ub418\ub294 \u2018\uc218\uc775 \ub2ec\ub7ec(profit dollar)\u2019\uc5d0 \uac00\uae5d\ub2e4\uace0 \uc124\uba85\ud55c\ub2e4. \ub610\ud55c \ud574\ub2f9 \ubcf4\uace0\uc11c\ub294 \ub2ec\ub7ec \ubcf4\uc720\ub97c \uc904\uc5ec\uc57c \ud558\ub294\uc9c0\uc5d0 \ub300\ud55c \ub17c\uc7c1\uc5d0\uc11c \ub300\uc548\uc801 \ud504\ub808\uc784\uc6cc\ud06c\uac00 \ubd80\uc7ac\ud558\ub2e4\ub294 \uc810\uc744 \uc9c0\uc801\ud558\uba74\uc11c, \uae08\uc735\ud654(financialisation)\uc640 \uc0dd\uc0b0(production)\uc744 \ub300\ube44\uc2dc\ud0a4\ub294 \ud604\uc2e4\uc815\uce58(realpolitik)\uc758 \uad00\uc810\uc5d0\uc11c \ub17c\uc758\ub97c \uc804\uac1c\ud55c\ub2e4.<\/p>\n

\uc5d0\ube0c\ub9ac\ub294 \ub610 \ubaa8\ud558\uba54\ub4dc \uc5d8\uc5d0\ub9ac\uc5b8\uc774 \ub274\uc695\ud0c0\uc784\uc2a4(NYT) \uae30\uace0\uc5d0\uc11c \u201c\ubbf8\uad6d\uc740 \uc774\uc6a9\ub2f9\ud558\uace0 \uc788\uc5c8\ub2e4. \ubca0\uc13c\ud2b8 \ub3c5\ud2b8\ub9b0\uc740 \uadf8\ub7f0 \uc2dc\ub300\uac00 \ub05d\ub0ac\ub2e4\uace0 \ub9d0\ud55c\ub2e4\u201d\uace0 \uc8fc\uc7a5\ud558\uba70, \uacbd\uc81c\uc801 \uad6d\uac00\uc804\ub7b5(economic statecraft)\uc774 \uae30\uc5c5 \ubc0f \uacbd\uc81c\uc758 \uacb0\uacfc\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\ub2e4\uace0 \uc5b8\uae09\ud55c \ub300\ubaa9\uc744 \uc9da\uc5c8\ub2e4. \uadf8 \uc11c\uc0ac\uc5d0 \ub530\ub974\uba74 \uad6d\uac00\uc548\ubcf4, \uad6d\ub0b4\uc815\uce58, \uc9c0\uc815\ud559\uc740 \ub354 \uc774\uc0c1 \uc804\ud1b5\uc801 \ube44\uc988\ub2c8\uc2a4 \uc774\ud574\uad00\uacc4\uc5d0 \uc885\uc18d\ub418\uc9c0 \uc54a\uc73c\uba70, \uc624\ud788\ub824 \uae30\uc874\uc758 \ube44\uc988\ub2c8\uc2a4 \uc774\ud574\uad00\uacc4\uac00 \ud6c4\uc21c\uc704\ub85c \ubc00\ub824\ub098\uace0 \uc788\ub2e4. \uc774\ud6c4 \uad00\uc2ec\uc740 \uc608\uc815\ub41c \uc5f0\uc900(Fed) \uc758\uc0ac\ub85d\uc73c\ub85c \uc62e\uaca8\uac00\uba70, \uc6cc\uc2dc \ub3c5\ud2b8\ub9b0(Warsh Doctrine)\uc744 \uc5b8\uae09\ud558\uba74\uc11c \uc758\uc0ac\ub85d\uc774 \uc5bc\ub9c8\ub098 \uac04\ub2e8\ud558\uac8c \ub098\uc62c\uc9c0\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc744 \ub358\uc9c4\ub2e4.<\/p>\n

\uae08\uc735\ud654\uc5d0\uc11c \ub2ec\ub7ec\uc758 \uc9c0\uc815\ud559\uc801 \ub3d9\uc778\uc73c\ub85c<\/h3>\n

\ubbf8 \ub2ec\ub7ec\ub97c \uc6c0\uc9c1\uc774\ub294 \ub3d9\uc778\uc774 \uc21c\uc218\ud55c \uae08\uc735\uc218\uc775 \uc911\uc2ec\uc5d0\uc11c \uad6d\uac00\uc774\uc775\uacfc \uc9c0\uc815\ud559 \ud504\ub808\uc784\uc73c\ub85c \uc774\ub3d9\ud558\ub294 \uadfc\ubcf8\uc801 \uc804\ud658\uc774 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. \uc790\uc0b0\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub418\ub294 \u2018\uc218\uc775 \ub2ec\ub7ec\u2019\ub77c\ub294 \uad00\uc810\uc740 \ube60\ub974\uac8c \uad6c\uc2dd\uc774 \ub418\uc5b4\uac00\uace0 \uc788\ub2e4. \uc774\uc81c \uc2dc\uc7a5\uc758 1\ucc28 \ubcc0\ub3d9 \uc694\uc778\uc73c\ub85c \uacbd\uc81c\uc801 \uad6d\uac00\uc804\ub7b5\uacfc \uad6d\uac00\uc548\ubcf4 \ubcc0\uc218\ub97c \ubc18\uc601\ud574 \uac00\uaca9\uc744 \ub9e4\uaca8\uc57c \ud55c\ub2e4.<\/p>\n

\uc774\ub294 \ub2e8\uc21c\ud55c \uc774\ub860\uc774 \uc544\ub2c8\ub77c 2026\ub144 2\ubd84\uae30 \ub370\uc774\ud130\uc5d0\uc11c\ub3c4 \ud655\uc778\ub41c\ub2e4. \ubbf8\uad6d\uacfc \uc9c0\uc815\ud559\uc801 \uacbd\uc7c1\uad6d \uac04 \uad50\uc5ed\ub7c9\uc740 \uc804\ub144 \ub300\ube44 \uc57d 12% \uac10\uc18c\ud55c \ubc18\uba74, \ub3d9\ub9f9\uad6d\uacfc\uc758 \uad50\uc5ed\uc740 \uc99d\uac00\ud588\ub2e4. \uc774 \uac19\uc740 \uc815\ucc45 \uc8fc\ub3c4\uc758 \uc790\ubcf8 \ubc0f \uc7ac\ud654 \ud750\ub984 \uc7ac\ud3b8\uc740 \uc774\ub978\ubc14 \u2018\ubca0\uc13c\ud2b8 \ub3c5\ud2b8\ub9b0\u2019\uc774 \uc790\ub9ac \uc7a1\uc740 \uc9c1\uc811\uc801 \uacb0\uacfc\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n

\ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354 \uc785\uc7a5\uc5d0\uc11c\ub294 \uc804\ud1b5\uc801 \uacbd\uc81c\uc9c0\ud45c\uc758 \uc608\uce21\ub825\uc774 \uc57d\ud654\ub418\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\ub2e4. \ubcc0\ub3d9\uc131\uc740 \uc778\ud50c\ub808\uc774\uc158 \uc9c0\ud45c\ubcf4\ub2e4 \uc678\uad50\uc815\ucc45 \ubc1c\ud45c\ub098 \ubb34\uc5ed \uc81c\ud55c \uc870\uce58\uc5d0 \uc758\ud574 \ub354 \ud06c\uac8c \uc88c\uc6b0\ub420 \uc218 \uc788\ub2e4. VIX \uc9c0\uc218 \uc5ed\uc2dc \uc774\ub97c \ubc18\uc601\ud574 \ucd5c\uadfc 6\uac1c\uc6d4 \ud3c9\uade0 21 \uc218\uc900\uc758 \ub192\uc740 \ud750\ub984\uc744 \uc720\uc9c0\ud588\ub294\ub370, \uc774\ub294 \uacbd\uc81c\uc131\uc7a5 \uad6d\uba74\uc5d0\uc11c\uc758 \uacfc\uac70 \ud3c9\uade0\uc744 \uc0c1\ub2f9\ud788 \uc6c3\ub3c8\ub2e4.<\/p>\n

\ub610\ud55c \uae00\ub85c\ubc8c \uc911\uc559\uc740\ud589\ub4e4\uc740 2022\ub144 \uc774\ud6c4 \uac00\uc18d\ud654\ub41c \ud750\ub984\uc744 \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \uc2e0\ud765\uad6d \uc911\uc559\uc740\ud589\uc758 \uacf5\uc2dd \uae08 \ub9e4\uc785\uc740 \uc62c\ud574 \uc0c1\ubc18\uae30\uc5d0\ub3c4 \ucd94\uac00\ub85c 4% \ub298\uc5c8\ub294\ub370, \uc774\ub294 \ub2ec\ub7ec \ud45c\uc2dc \uc790\uc0b0\uc5d0 \ub300\ud55c \uc7a5\uae30 \ud5e4\uc9c0 \uc131\uaca9\uc774 \ub69c\ub837\ud558\ub2e4. \uc774 \uac19\uc740 \u2018\uc870\uc6a9\ud55c\u2019 \ub2e4\ubcc0\ud654\ub294 \uae08\uc735\uc758 \ubb34\uae30\ud654\uc5d0 \ub300\ud55c \uae00\ub85c\ubc8c \ucc28\uc6d0\uc758 \ub300\uc751\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n

\uc0c8\ub85c\uc6b4 \uccb4\uc81c\uc5d0\uc11c\uc758 \uc2dc\uc7a5 \ud568\uc758\uc640 \ud2b8\ub808\uc774\ub529 \uc804\ub7b5<\/h3>\n

\uc5f0\uc900\uc758 \ucd5c\uadfc \ud589\ubcf4 \ub610\ud55c \uc0c8\ub85c\uc6b4 \ubd88\ud655\uc2e4\uc131\uc758 \uc2dc\ub300\ub97c \uc2dc\uc0ac\ud558\uba70, \uc774\ub294 \uc804\ub7b5\uc801\uc73c\ub85c \ud65c\uc6a9\ud560 \uc5ec\uc9c0\uac00 \uc788\ub2e4. \uc9c0\ub09c\ub2ec \ud68c\uc758 \uc758\uc0ac\ub85d\uc740 \uc2e4\uc81c\ub85c \ub354 \uac04\uacb0\ud558\uace0 \uc815\ubcf4\ub7c9\uc774 \uc801\uc5c8\ub294\ub370, \uc774\ub294 \uc815\uce58\uc801\uc73c\ub85c \ubbfc\uac10\ud55c \ud658\uacbd\uc5d0\uc11c \uc5f0\uc900\uc774 \ucd5c\ub300\ud55c\uc758 \uc7ac\ub7c9\uc744 \ud655\ubcf4\ud558\ub824\ub294 \uc758\ub3c4\ub85c \ud574\uc11d\ub41c\ub2e4. \uba85\ud655\ud55c \ud3ec\uc6cc\ub4dc \uac00\uc774\ub358\uc2a4\uc758 \ubd80\uc7ac\ub294 SOFR \uc120\ubb3c \uc635\uc158 \ub4f1 \uae08\ub9ac \ud30c\uc0dd\uc2dc\uc7a5\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc744 \ub192\uc740 \uc218\uc900\uc73c\ub85c \uc720\uc9c0\uc2dc\ud0ac \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \ub2ec\ub7ec\ub294 \uacbd\uc81c\uc9c0\ud45c \uc77c\uc815\ud45c\ubcf4\ub2e4 \uc815\ucc45 \ud5e4\ub4dc\ub77c\uc778\uc5d0 \ub530\ub77c \uae09\uaca9\ud558\uace0 \uc608\uce21\ud558\uae30 \uc5b4\ub824\uc6b4 \ubcc0\ub3d9\uc744 \ubcf4\uc77c \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ub2e8\uc21c\ud55c \ubc29\ud5a5\uc131 \ubca0\ud305\ubcf4\ub2e4\ub294 \ubcc0\ub3d9\uc131 \ud655\ub300\ub85c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5\u2014\uc608\ucee8\ub300 EUR\/USD \ub4f1 \uc8fc\uc694 \ud1b5\ud654\uc30d\uc5d0 \ub300\ud55c \ub871 \uc2a4\ud2b8\ub798\ub4e4(long straddle)\u2014\uc774 \ub354 \ud569\ub9ac\uc801\uc774\ub77c\uace0 \ubcf8\ub2e4. \uc2dc\uc7a5\uc774 \uc0c8 \uc9c0\uc815\ud559 \ud604\uc2e4\uc744 \uc81c\ub300\ub85c \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uae30\uae4c\uc9c0 \ub2ec\ub7ec\uc758 \uacbd\ub85c\ub294 \uc6b8\ud241\ubd88\ud241\ud55c \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n

\uc774 \ub17c\ub9ac\ub294 \uc8fc\uc2dd\uacfc \uc6d0\uc790\uc7ac\uc5d0\ub3c4 \ud655\uc7a5\ub41c\ub2e4. \uae30\uc5c5 \uc131\uacfc\uac00 \uc9c0\uc815\ud559\uc801 \uace0\ub824\uc640 \uba85\uc2dc\uc801\uc73c\ub85c \uc5f0\uacb0\ub418\ub294 \uad6d\uba74\uc5d0\uc11c\ub294, \ubc18\ub3c4\uccb4\ub098 \ud575\uc2ec \uad11\ubb3c\ucc98\ub7fc \uad6d\uac00\uc548\ubcf4 \uc815\ucc45\uc5d0 \ubbfc\uac10\ud55c \uc139\ud130\uc758 \uc775\uc2a4\ud3ec\uc800\ub97c \uc635\uc158\uc73c\ub85c \ud5e4\uc9c0\ud558\ub294 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc774\uc81c\ub294 \ub3cc\ubc1c\uc801\uc778 \ubb34\uc5ed \ud310\uc815\uc774 \uae30\uc5c5\uc758 \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\ubcf4\ub2e4 \ub354 \uc989\uac01\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\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, \uc900\ube44\ud1b5\ud654\uac00 \uc544\ub2cc \u2018\uc218\uc775 \ub2ec\ub7ec\u2019 \uc2dc\ub300 \ub05d\ub098\ub098? \uae08\uc735\uc218\uc775\u2192\uad6d\uac00\uc548\ubcf4\u00b7\uc9c0\uc815\ud559\uc774 \ud575\uc2ec \ub3d9\ub825. \uad50\uc5ed \uc7ac\ud3b8\u00b7\uae08 \ub9e4\uc785 \ud655\ub300, \uc5f0\uc900 \uc758\uc0ac\ub85d \uac04\uacb0\ud654\ub85c \ubcc0\ub3d9\uc131 \uc7a5\uc138\u2026\uc635\uc158 \uc804\ub7b5 \ubd80\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":50166,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51043","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\/51043","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=51043"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51043\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50166"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=51043"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=51043"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=51043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}