{"id":51064,"date":"2026-07-08T18:57:45","date_gmt":"2026-07-08T18:57:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%a9%95%ec%8b%9c%ec%bd%94-%ec%8b%a0%ec%9a%a9%eb%93%b1%ea%b8%89-%ea%b0%95%eb%93%b1%ec%97%90%eb%8f%84-%ea%b5%ad%ec%b1%84%ea%b8%88%eb%a6%ac-%eb%af%b8%eb%8f%99%ea%b3%a0\/"},"modified":"2026-07-08T18:57:45","modified_gmt":"2026-07-08T18:57:45","slug":"%eb%a9%95%ec%8b%9c%ec%bd%94-%ec%8b%a0%ec%9a%a9%eb%93%b1%ea%b8%89-%ea%b0%95%eb%93%b1%ec%97%90%eb%8f%84-%ea%b5%ad%ec%b1%84%ea%b8%88%eb%a6%ac-%eb%af%b8%eb%8f%99%ea%b3%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a9%95%ec%8b%9c%ec%bd%94-%ec%8b%a0%ec%9a%a9%eb%93%b1%ea%b8%89-%ea%b0%95%eb%93%b1%ec%97%90%eb%8f%84-%ea%b5%ad%ec%b1%84%ea%b8%88%eb%a6%ac-%eb%af%b8%eb%8f%99%ea%b3%a0\/","title":{"rendered":"\uba55\uc2dc\ucf54 \uc2e0\uc6a9\ub4f1\uae09 \uac15\ub4f1\uc5d0\ub3c4 \uad6d\ucc44\uae08\ub9ac \u2018\ubbf8\ub3d9\u2019\u2026\uace0(\u9ad8)\uc2e4\uc9c8\uae08\ub9ac\uac00 \ud398\uc18c \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc \ub4b7\ubc1b\uce68"},"content":{"rendered":"

\ubb34\ub514\uc2a4\ub294 \uba55\uc2dc\ucf54\uc758 \uad6d\uac00\uc2e0\uc6a9\ub4f1\uae09\uc744 \ud22c\uae30\ub4f1\uae09(\uc815\ud06c) \ubc14\ub85c \uc704\uc778 Baa3\ub85c \ud55c \ub2e8\uacc4 \uac15\ub4f1\ud588\uc9c0\ub9cc, \uba55\uc2dc\ucf54 10\ub144\ubb3c MBono \uae08\ub9ac\ub294 \uac15\ub4f1 \uc774\uc804\ubcf4\ub2e4 36bp \ub0ae\uc740 \uc218\uc900\uc774\ub2e4. \uc2dc\uc7a5\uc740 \uba55\uc2dc\ucf54\uc758 \ud22c\uc790\ub4f1\uae09 \uc9c0\uc704\uc5d0 \ub300\ud574 \ub300\uccb4\ub85c \ucc28\ubd84\ud55c \ubc18\uc751\uc744 \ubcf4\uc774\uace0 \uc788\uc73c\uba70, S&P\ub294 \uc5ec\uc804\ud788 \uba55\uc2dc\ucf54 \uad6d\ucc44\ub97c \ud22c\uae30\ub4f1\uae09 \ub300\ube44 3\ub2e8\uacc4 \ub192\uc740 \ub4f1\uae09\uc73c\ub85c \ud3c9\uac00\ud558\uace0 \uc788\ub2e4. \uba55\uc2dc\ucf54\uc758 \uc2e4\uc9c8\uae08\ub9ac\ub294 5%\ub97c \uc0c1\ud68c\ud574 \ube0c\ub77c\uc9c8 \ub2e4\uc74c\uc73c\ub85c \ub192\uace0, \ucc28\uc785\ube44\uc6a9\uc774 \uc644\ud654\ub418\ub294 \uac00\uc6b4\ub370 MBono\uc640 Cetes\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc9c0\uc9c0\ud574\uc654\ub2e4.<\/p>\n

\ub77c\ubcf4\ubc45\ud06c\ub294 \uba55\uc2dc\ucf54 \uc911\uc559\uc740\ud589(Banxico)\uc774 \uae30\uc900\uae08\ub9ac\ub97c 6.50%\ub85c \ub3d9\uacb0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, 10\ub144\ubb3c \uae08\ub9ac\ub294 \ud604 \uc218\uc900 \ubd80\uadfc\uc5d0\uc11c \uc548\uc815\ub420 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uc640 \uc720\uac00\uac00 \uc815\uc0c1\ud654\ub418\uba74\uc11c \ub2ec\ub7ec\/\ud398\uc18c(USD\/MXN) \ubcc0\ub3d9\uc131\uc740 \ud558\ub77d\ud588\uace0, \uadf8\uc5d0 \ub530\ub77c \uc0c1\uad00\uad00\uacc4\ub3c4 \ud574\ub2f9 \uc555\ub825\uc774 \uc644\ud654\ub418\uba70 \uc57d\ud574\uc9c0\uae30 \uc2dc\uc791\ud588\ub2e4. \uc131\uc7a5\uc138\uac00 \ub454\ud654\ud558\ub354\ub77c\ub3c4 \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc758 \ub048\uc801\ud55c \ud750\ub984(\ud558\ubc29 \uacbd\uc9c1\uc131)\uc73c\ub85c \uc778\ud574 \uc5f0\ub9d0\uae4c\uc9c0 \uc815\ucc45\uae08\ub9ac\ub294 6.50%\ub85c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\uba70, \ucd94\uac00 \uc644\ud654\uc758 \ubb38\ud131\uc740 \ub192\uace0 \uce90\ub9ac(\uae08\ub9ac\ucc28 \uc218\uc775) \ud658\uacbd\uc740 \ube44\uad50\uc801 \uc548\uc815\uc801\uc77c \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\ud398\uc18c \uc870\ub2ec \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uc5d0 \uc720\ub9ac\ud55c \uc5ec\uac74<\/h3>\n

\ud604 \ud658\uacbd\uc740 \ud398\uc18c \uc870\ub2ec \uce90\ub9ac \ud2b8\ub808\uc774\ub4dc\uc5d0 \uc6b0\ud638\uc801\uc774\ub77c\uace0 \ubcf8\ub2e4. \uba55\uc2dc\ucf54\uc758 \ub192\uc740 \uc2e4\uc9c8\uae08\ub9ac\ub294 \uc5ec\uc804\ud788 \ub300\uaddc\ubaa8 \uc790\uae08\uc744 \ub04c\uc5b4\ub4e4\uc774\uace0 \uc788\uc73c\uba70, \uc9c0\ub09c\ub2ec MBono \uad6d\ucc44\ub85c 21\uc5b5 \ub2ec\ub7ec\uc758 \uc21c\uc720\uc785\uc774 \ubc1c\uc0dd\ud55c \uc810\uc774 \uc774\ub97c \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub7ec\ud55c \uac15\ud55c \uc218\uc694\ub294 \ud5a5\ud6c4 \uba87 \uc8fc\uac04 \ud398\uc18c\ud654\uc5d0 \uacac\uc870\ud55c \ud558\ubc29 \uc9c0\uc9c0\uc120\uc744 \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n

\uc911\uc559\uc740\ud589\uc778 Banxico\ub294 \uac00\uae4c\uc6b4 \uc2dc\uc77c \ub0b4 6.50%\uc758 \uc815\ucc45\uae08\ub9ac\ub97c \uc778\ud558\ud560 \uac00\ub2a5\uc131\uc774 \ub0ae\uc544, \ud398\uc18c\uc758 \uae08\ub9ac \uba54\ub9ac\ud2b8\ub97c \uac15\ud654\ud55c\ub2e4. 2026\ub144 6\uc6d4 CPI\uac00 4.7%\ub85c \uc9d1\uacc4\ub418\ub294 \ub4f1 \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc774 \uc27d\uac8c \uaebe\uc774\uc9c0 \uc54a\uc544 \uc644\ud654\ub97c \uac80\ud1a0\ud560 \uc5ec\uc9c0\uac00 \ud06c\uc9c0 \uc54a\ub2e4. \uc6b0\ub9ac\ub294 \uc774\ub7ec\ud55c \ub9e4\ud30c\uc801 \uae30\uc870\uac00 \uc5ec\ub984 \ub0b4\ub0b4 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uc5ed\ud559\uc5d0\uc11c\uc758 \uae30\ud68c\uc640 \ub9ac\uc2a4\ud06c<\/h3>\n

USD\/MXN 1\uac1c\uc6d4 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc774 11% \uc544\ub798\ub85c \ub0b4\ub824\uc624\uba74\uc11c \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\uc5d0\uac8c\ub294 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. \uc6b0\ub9ac\ub294 \uc678\uac00\uaca9(out-of-the-money) \ub2ec\ub7ec \ucf5c\uc744 \ub9e4\ub3c4\ud558\uac70\ub098, \ub3d9\ub4f1\ud558\uac8c\ub294 \uba55\uc2dc\ucf54 \ud398\uc18c \ud48b\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\ucde8\ud558\ub294 \uc804\ub7b5\uc774 \ub9e4\ub825\uc801\uc774\ub77c\uace0 \ud310\ub2e8\ud55c\ub2e4. \uc774 \uc811\uadfc\uc740 \ub192\uc740 \uae08\ub9ac\ucc28\uc640 \ud658\uc728\uc758 \uc548\uc815 \uc608\uc0c1\uc774\ub77c\ub294 \ub450 \uc694\uc778\uc758 \uc218\ud61c\ub97c \ub3d9\uc2dc\uc5d0 \ub178\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n

\ubb3c\ub860 \ucd5c\uadfc IGAE \uacbd\uae30\ud65c\ub3d9\uc9c0\uc218\uac00 \uc804\uc6d4 \ub300\ube44 0.2% \ud558\ub77d\ud558\ub294 \ub4f1 \uacbd\uae30 \ub454\ud654 \uc2e0\ud638\ub97c \uc678\uba74\ud558\ub294 \uac83\uc740 \uc544\ub2c8\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5\uc740 \uc131\uc7a5 \uc6b0\ub824\ubcf4\ub2e4 \uc218\uc775\ub960(\uce90\ub9ac)\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \ubaa8\uc2b5\uc774\uba70, \uc774\ub294 2017~2018\ub144 \uc0ac\uc774\ud074\uc5d0\uc11c\ub3c4 \uad00\ucc30\ub41c \ud328\ud134\uc774\ub2e4. \uc2e0\uc6a9\ub4f1\uae09 \uac15\ub4f1\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \ubc18\uc751\uc774 \uc81c\ud55c\uc801\uc774\ub77c\ub294 \uc810\uc740, \ub2f9\ubd84\uac04 \uce90\ub9ac\uac00 \uc5ec\uc804\ud788 \ud575\uc2ec \ud14c\ub9c8\uc784\uc744 \ud655\uc778\ud574\uc900\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":"

\ubb34\ub514\uc2a4 \uac15\ub4f1\uc5d0\ub3c4 \uba55\uc2dc\ucf54 10\ub144\ubb3c \uae08\ub9ac\ub294 36bp \ud558\ub77d. Banxico 6.50% \ub3d9\uacb0\u00b7\uc778\ud50c\ub808 \ub048\uc801\uc784\uc5d0 \uace0\uc2e4\uc9c8\uae08\ub9ac \uce90\ub9ac \ub9e4\ub825 \uc9c0\uc18d. \ubcc0\ub3d9\uc131\u2193\ub85c \ud398\uc18c \uc870\ub2ec\u00b7\uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4 \uc804\ub7b5 \ubd80\uac01.<\/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-51064","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\/51064","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=51064"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51064\/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=51064"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=51064"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=51064"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}