{"id":51089,"date":"2026-07-09T01:57:59","date_gmt":"2026-07-09T01:57:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%97%b0%ec%a4%80-%ec%9d%98%ec%82%ac%eb%a1%9d%ec%97%90-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8%ec%97%94%ed%99%94-%ec%95%bd%ec%84%b8%eb%a1%9c-%eb%8b%ac%eb%9f%ac\/"},"modified":"2026-07-09T01:57:59","modified_gmt":"2026-07-09T01:57:59","slug":"%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%97%b0%ec%a4%80-%ec%9d%98%ec%82%ac%eb%a1%9d%ec%97%90-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8%ec%97%94%ed%99%94-%ec%95%bd%ec%84%b8%eb%a1%9c-%eb%8b%ac%eb%9f%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a7%a4%ed%8c%8c%ec%a0%81-%ec%97%b0%ec%a4%80-%ec%9d%98%ec%82%ac%eb%a1%9d%ec%97%90-%eb%8b%ac%eb%9f%ac-%ea%b0%95%ec%84%b8%ec%97%94%ed%99%94-%ec%95%bd%ec%84%b8%eb%a1%9c-%eb%8b%ac%eb%9f%ac\/","title":{"rendered":"\ub9e4\ud30c\uc801 \uc5f0\uc900 \uc758\uc0ac\ub85d\uc5d0 \ub2ec\ub7ec \uac15\uc138\u2026\uc5d4\ud654 \uc57d\uc138\ub85c \ub2ec\ub7ec\/\uc5d4 162\uc5d4 \uc0c1\ud68c, \ub2f9\uad6d \uac1c\uc785 \uacbd\uacc4\uac10 \uace0\uc870"},"content":{"rendered":"

\uc77c\ubcf8 \uc5d4\ud654\ub294 \uc218\uc694\uc77c \ubbf8 \ub2ec\ub7ec \ub300\ube44 0.26% \uc774\uc0c1 \ud558\ub77d\ud574, \uc7a5\uc911 \uc57d 162.03\uc744 \ucc0d\uc740 \ub4a4 \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc740 162.54\uc5d0 \uba38\ubb3c\ub800\ub2e4. \uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \ubbf8 \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\uc5f0\uc900) \ud68c\uc758\ub85d \uacf5\uac1c \uc774\ud6c4 \ub098\ud0c0\ub0ac\ub2e4. \ud68c\uc758\ub85d\uc5d0\uc11c \ub300\ubd80\ubd84\uc758 \ucc38\uc11d\uc790\ub294 \u201c\ucd94\uac00\uc801\uc778 \uc815\ucc45 \uae34\ucd95(some policy firming)\uc774 \ud544\uc694\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\u201d\uace0 \ud310\ub2e8\ud588\uc73c\uba70, \ub2f9\uad6d\uc790\ub4e4\uc740 \uae08\ub9ac \ub3d9\uacb0\uc744 \uc9c0\uc9c0\ud558\ub294 \ud55c\ud3b8 \ub178\ub3d9\uc2dc\uc7a5\uc744 \uc548\uc815\uc801\uc774\ub77c\uace0 \ud3c9\uac00\ud588\ub2e4. \uc77c\ubd80 \ucc38\uc11d\uc790\ub294 AI \uc778\ud504\ub77c \uc218\uc694\uc640 \ubd80\ubd84\uc801\uc73c\ub85c \uc5f0\uacc4\ub3fc \ubb3c\uac00\uac00 \ub192\uc740 \uc218\uc900\uc5d0 \uba38\ubb3c \uc218 \uc788\ub294 \uc2dc\ub098\ub9ac\uc624\ub3c4 \uc81c\uc2dc\ud588\uc73c\uba70, \uc815\ucc45\uc774 \ucda9\ubd84\ud788 \uc81c\uc57d\uc801\uc778\uc9c0 \uc5ec\ubd80\ub97c \ub193\uace0\ub294 \uacac\ud574\uac00 \uc5c7\uac08\ub838\ub2e4.<\/p>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504\uac00 \uc774\ub780\uc5d0 \ub300\ud574 \ubcf4\ub2e4 \ub9e4\ud30c\uc801\uc778 \ud0dc\ub3c4\ub97c \ucde8\ud558\uba74\uc11c \ub2ec\ub7ec\ub97c \uc9c0\uc9c0, \ubbf8 \ub2ec\ub7ec\uc9c0\uc218(DXY)\ub294 101.00\uc120\uc744 \uc7ac\ud0c8\ud658\ud558\ub294 \ub4f1 \uc804\ubc18\uc801\uc778 \ubd84\uc704\uae30\ub294 \ud63c\uc870\uc600\ub2e4. \uae08\ub9ac \uae30\ub300\ub294 9\uc6d4 50bp \uc778\uc0c1 \ud655\ub960\uc744 18%\ub85c, 25bp \uc778\uc0c1 \uac00\ub2a5\uc131\uc740 52% \uc218\uc900\uc73c\ub85c \ubc18\uc601\ud588\ub2e4. \ubbf8 10\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub294 1.5bp \uc0c1\uc2b9\ud55c 4.569%\ub85c, USD\/JPY \uac15\uc138 \ud750\ub984\uacfc \ubcf4\uc870\ub97c \ub9de\ucdc4\ub2e4. \ub2ec\ub7ec\/\uc5d4\uc740 162.00 \uc704\uc5d0\uc11c \ubc84\ud17c\uace0, \ub2e8\uae30 \ubd84\uae30\uc810\uc73c\ub85c 162.84\uac00 \uc81c\uc2dc\ub410\ub2e4. \uc774\ub97c \uc0c1\ud5a5 \ub3cc\ud30c\ud560 \uacbd\uc6b0 163.00, \uc774\uc5b4 165.00\uacfc 170.00 \ub4f1\uc774 \ucd94\uac00 \ub808\ubca8\ub85c \uac70\ub860\ub410\ub2e4.<\/p>\n

\uc5f0\uc900 \uc815\ucc45 \uc804\ub9dd\uacfc \uc2dc\uc7a5 \ub3d9\uc778<\/h3>\n

\uc5f0\uc900\uc758 \ucd5c\uc2e0 \ud68c\uc758\ub85d\uc5d0\uc11c \ub4dc\ub7ec\ub09c \ub9e4\ud30c\uc801 \uae30\uc870\ub97c \uac10\uc548\ud560 \ub54c, \ub2ec\ub7ec\ub294 \uc5d4\ud654 \ub300\ube44 \uac15\uc138\ub97c \uc774\uc5b4\uac08 \uac83\uc73c\ub85c \ubcf8\ub2e4. \ud68c\uc758\ub85d\uc740 \uc9c0\uc18d\uc801\uc778 \uc778\ud50c\ub808\uc774\uc158\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ub300\ubd80\ubd84\uc758 \uc704\uc6d0\ub4e4\uc774 \ucd94\uac00 \uae34\ucd95\uc774 \ud544\uc694\ud558\ub2e4\uace0 \ub290\ub07c\uace0 \uc788\uc74c\uc744 \ud655\uc778\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \ud604 \uc218\uc900(162.54)\uc5d0\uc11c USD\/JPY\uac00 \ucd94\uac00 \uc0c1\uc2b9\ud558\ub294 \ud750\ub984\uc5d0 \ud3ec\uc9c0\uc154\ub2dd\ud560 \ud544\uc694\uac00 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.<\/p>\n

\uc774 \uac19\uc740 \uc2dc\uac01\uc740 \ubbf8\uad6d\uc758 \uacac\uc870\ud55c \ucd5c\uadfc \uacbd\uc81c\uc9c0\ud45c\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub41c\ub2e4. 6\uc6d4 \uace0\uc6a9\ubcf4\uace0\uc11c\ub294 \ube44\ub18d\uc5c5\ubd80\ubb38 \uace0\uc6a9\uc774 25\ub9cc5000\uba85 \uc99d\uac00\ud558\uba70 \uac15\ud55c \ud750\ub984\uc744 \ubcf4\uc600\uace0, \uc774\ubc88 \uc8fc \ubc1c\ud45c\ub41c \ucd5c\uc2e0 CPI\ub294 \ud5e4\ub4dc\ub77c\uc778 \ubb3c\uac00\uc0c1\uc2b9\ub960\uc774 3.4%\ub85c \ub048\uc801\ud55c(sticky) \ubaa8\uc2b5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \uc774\ub7ec\ud55c \uc218\uce58\ub294 \uc5f0\uc900\uc774 \ucd94\uac00 \uae08\ub9ac\uc778\uc0c1\uc744 \uac80\ud1a0\ud560 \uba85\ubd84\uc744 \uc81c\uacf5\ud55c\ub2e4.<\/p>\n

\uadf8 \uacb0\uacfc CME \ud398\ub4dc\uc6cc\uce58 \ud234(CME FedWatch Tool)\uc5d0 \ub530\ub974\uba74, \ud30c\uc0dd\uc0c1\ud488 \uc2dc\uc7a5\uc740 9\uc6d4 \ud68c\uc758\uc5d0\uc11c 25bp \uc778\uc0c1 \ud655\ub960\uc744 75% \uc774\uc0c1\uc73c\ub85c \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \ubd88\uacfc \uba87 \uc8fc \uc804\uacfc \ube44\uad50\ud574 \ud070 \ubcc0\ud654\uc774\uba70, \uc5f0\uc900\uc758 \ubb3c\uac00 \uc5b5\uc81c \uc758\uc9c0\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \ud655\uc2e0\uc774 \ucee4\uc84c\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ub354 \ud070 \ud3ed\uc758 50bp \uc778\uc0c1 \uac00\ub2a5\uc131\ub3c4 20%\uc5d0 \uadfc\uc811\ud560 \uc815\ub3c4\ub85c \ub192\uc544\uc84c\ub2e4.<\/p>\n

\ubbf8\u00b7\uc77c \uae08\ub9ac\ucc28 \ud655\ub300\ub294 \uc5ec\uc804\ud788 \uc774 \ud1b5\ud654\uc30d\uc758 \ud575\uc2ec \ub3d9\uc778\uc774\ub2e4. \uc5f0\uc900 \uc804\ub9dd\uc5d0 \ub300\ud55c \ubc18\uc751\uc73c\ub85c \ubbf8 10\ub144\ubb3c \uae08\ub9ac\ub294 4.65%\uae4c\uc9c0 \ubc00\uc5b4 \uc62c\ub790\uc9c0\ub9cc, \uc77c\ubcf8 10\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub294 1.0% \ubbf8\ub9cc\uc5d0 \uba38\ubb3c\ub7ec \uc788\ub2e4. \uc774\ucc98\ub7fc \ud070 \uaca9\ucc28\ub294 \uc5d4\ud654\ubcf4\ub2e4 \ub2ec\ub7ec \ubcf4\uc720\uc758 \ub9e4\ub825\uc744 \ud06c\uac8c \ub192\uc778\ub2e4.<\/p>\n

\ud2b8\ub808\uc774\ub529 \uc804\ub7b5\uacfc \uc815\ucc45 \uad34\ub9ac<\/h3>\n

\ud2b8\ub808\uc774\ub529 \uad00\uc810\uc5d0\uc11c \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uc804\ub7b5\uc740 USD\/JPY \ucf5c\uc635\uc158 \ub9e4\uc218 \ub610\ub294 \uc5d4\ud654 \uc120\ubb3c \ub9e4\ub3c4\ub77c\uace0 \ubcf8\ub2e4. 7\uc6d4 1\uc77c \uace0\uc810\uc778 162.84\ub97c \uba85\ud655\ud788 \uc0c1\ud5a5 \ub3cc\ud30c\ud560 \uacbd\uc6b0 165.00\uc73c\ub85c\uc758 \uacbd\ub85c\uac00 \uc5f4\ub9b4 \uc218 \uc788\ub2e4. \ub354 \ub098\uc544\uac00 \uc2ec\ub9ac\uc801 \uc800\ud56d\uc120\uc778 170.00\ub3c4 \uc911\uae30 \ubaa9\ud45c\ub85c \ud604\uc2e4\ud654\ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n

\ubc18\ub300\ud3b8\uc5d0\uc11c\ub294 \uc77c\ubcf8\uc740\ud589(BOJ)\uc774 \uacf5\uaca9\uc801\uc73c\ub85c \uc6c0\uc9c1\uc77c \uc5ec\uc9c0\uac00 \ud06c\uc9c0 \uc54a\ub2e4. \uc77c\ubcf8\uc758 \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc774 2.0%\ub97c \ud558\ud68c\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c, BOJ\uac00 \uc815\ucc45 \uc815\uc0c1\ud654\ub97c \uac00\uc18d\ud560 \uac00\ub2a5\uc131\uc740 \ub0ae\ub2e4. \uc774\ub7f0 \uc815\ucc45 \uad34\ub9ac\ub294 \uc5d4\ud654\uc5d0 \uc9c0\uc18d\uc801\uc778 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud560 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc77c\ubcf8 \uc7ac\ubb34\uc131\uc758 \uc9c1\uc811\uc801\uc778 \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785 \ub9ac\uc2a4\ud06c\uc5d0\ub294 \uacbd\uacc4\ub97c \uc720\uc9c0\ud574\uc57c \ud55c\ub2e4. 2022\ub144\uacfc 2024\ub144\uc5d0\uc11c \ubcf4\uc558\ub4ef, \uc5d4\ud654 \uc57d\uc138\uac00 \uc9c0\ub098\uce58\uac8c \ube60\ub974\ub2e4\uace0 \ud310\ub2e8\ub418\uba74 \ub2f9\uad6d\uc740 \ubc1c\uc5b8 \uc218\uc704\ub97c \ub192\uc778 \ub4a4 \uacb0\uad6d \ud589\ub3d9\uc5d0 \ub098\uc11c\ub294 \uacbd\ud5a5\uc774 \uc788\ub2e4. 165.00\uc5d0 \uadfc\uc811\ud558\ub294 \uc6c0\uc9c1\uc784\uc740 \uac1c\uc785 \uac00\ub2a5\uc131\uc744 \ud06c\uac8c \ub192\uc77c \uc218 \uc788\uc73c\uba70, \uae09\uaca9\ud558\uc9c0\ub9cc(\ub300\uccb4\ub85c \uc77c\uc2dc\uc801\uc778) \ub418\ub3cc\ub9bc\uc744 \ucd08\ub798\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\ub3c4 \ud604\uc7ac\ub85c\uc11c\ub294 \uc5d4\ud654\ubcf4\ub2e4 \ub2ec\ub7ec\ub97c \uc9c0\uc9c0\ud558\ub294 \uc694\uc778\uc774\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \ub300\uc774\ub780 \uac15\uacbd \ubc1c\uc5b8\uc740 \u2018\uad81\uadf9\uc758 \uc548\uc804\uc790\uc0b0\u2019\uc73c\ub85c\uc11c \ub2ec\ub7ec\uc758 \uc704\uc0c1\uc744 \uac15\ud654\ud558\uace0 \uc788\ub2e4. \uc774 \uac19\uc740 \ud750\ub984\uc774 \ubd88\ud655\uc2e4\uc131 \uad6d\uba74\uc5d0\uc11c \uc5d4\ud654\uac00 \uc804\ud1b5\uc801\uc73c\ub85c \uc218\ud589\ud574 \uc628 \uc548\uc804\uc790\uc0b0 \uc5ed\ud560\uc744 \uc77c\uc815 \ubd80\ubd84 \uc555\ub3c4\ud558\uace0 \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":"

\uc5d4\ud654 \ub610 \ubbf8\ub044\ub7ec\uc84c\ub2e4\u2026\uc5f0\uc900 \ud68c\uc758\ub85d \ub9e4\ud30c\uc5d0 \ub2ec\ub7ec\/\uc5d4 162.54. 162.84 \ub3cc\ud30c \uc2dc 165\u00b7170 \uac70\ub860, \ubbf8\u00b7\uc77c \uae08\ub9ac\ucc28\u00b7\ud2b8\ub7fc\ud504 \ub300\uc774\ub780 \uac15\uacbd\uc774 \ub2ec\ub7ec \uc9c0\uc9c0. BOJ \uc81c\ud55c\uc801, 165 \uadfc\uc811 \uac1c\uc785 \uacbd\uacc4.<\/p>\n","protected":false},"author":87,"featured_media":50423,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51089","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\/51089","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=51089"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51089\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50423"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=51089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=51089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=51089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}