{"id":10006,"date":"2026-10-30T09:13:59","date_gmt":"2026-10-30T09:13:59","guid":{"rendered":"https:\/\/www.mdwcc.com\/?p=10006"},"modified":"2026-10-30T09:14:06","modified_gmt":"2026-10-30T09:14:06","slug":"the-bank-of-japans-decision-to-hold-rates-steady-does-not-equate-to-a-dovish-stance-policy-normalization-is-still-underway","status":"publish","type":"post","link":"https:\/\/www.mdwcc.com\/ko\/the-bank-of-japans-decision-to-hold-rates-steady-does-not-equate-to-a-dovish-stance-policy-normalization-is-still-underway\/","title":{"rendered":"\uae08\ub9ac\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uae30\ub85c \ud55c \uc77c\ubcf8\uc740\ud589\uc758 \uacb0\uc815\uc740 \ube44\ub458\uae30\ud30c\uc801 \uc785\uc7a5\uacfc \ub3d9\uc77c\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc815\ucc45 \uc815\uc0c1\ud654\ub294 \uc544\uc9c1 \uc9c4\ud589 \uc911\uc774\ub2e4."},"content":{"rendered":"

ACE Markets\ub294 \ub3d9\uc77c\ud55c \uc5f0\uad6c \ud504\ub808\uc784\uc6cc\ud06c \ub0b4\uc5d0\uc11c \uc77c\ubcf8 \uc740\ud589\uc758 \uc815\ucc45 \ud14d\uc2a4\ud2b8, \ud22c\ud45c \uad6c\uc870, ETF \ud310\ub9e4 \ub9e4\uac1c\ubcc0\uc218, \uc778\ud50c\ub808\uc774\uc158 \uc608\uce21 \uc218\uc815, \uc81c\ub3c4\uc801 \uae30\ub300 \ubc0f \uc790\uc0b0 \uac04 \uc2dc\uc7a5 \uc5ed\ud559\uc744 \uc0c1\ud638 \ucc38\uc870\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub4e4\uc758 \ud575\uc2ec \ud3c9\uac00\ub294 1.25% \uae08\ub9ac\ub97c \uc720\uc9c0\ud558\ub294 \uac83\uc774 \ub2e8\uc9c0 \uc81c\ubaa9\uc77c \ubfd0\uc774\ub77c\ub294 \uac83\uc785\ub2c8\ub2e4. \uc2e4\uc81c \uc99d\ubd84 \uc815\ubcf4\ub294 8\ub300 1 \ud22c\ud45c \ubd84\ud560, \uac00\uc18d\ud654\ub41c ETF \ud310\ub9e4 \uc18d\ub3c4, \uae30\ubcf8 \uc778\ud50c\ub808\uc774\uc158\uc774 \"2% \ubaa9\ud45c\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4\"\ub77c\ub294 \uc9c4\uc220 \ubc0f 12\uc6d4 \uae08\ub9ac \uc778\uc0c1 \uc635\uc158 \uc720\ubcf4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8\uc77c \uc2dc\uc7a5 \uad00\uc810\uc5d0\uc11c\ub294 \"\uc548\uc815\uc801\uc778 \uc720\uc9c0\"\ub97c \uc120\ud615\uc801\uc73c\ub85c \ube44\ub458\uae30\ud30c\uc801\uc778 \uac83\uc73c\ub85c \uc27d\uac8c \ud574\uc11d\ud560 \uc218 \uc788\uc9c0\ub9cc, ACE Markets\ub294 \uc5ec\ub7ec \uae30\uac04\uc5d0 \uac78\uccd0 \uad50\ucc28 \uac80\uc99d\uc744 \uac70\uce5c \ud6c4 \uc774\ubc88 \ud68c\uc758\uac00 \"\ud604\uc7ac \uc548\uc815\uc801\uc778 \uae08\ub9ac, \ub9e4\ud30c\uc801\uc778 \ub300\ucc28\ub300\uc870\ud45c \uc6b4\uc601 \ubc0f \ubb34\uc81c\ud55c\uc801\uc778 \ubbf8\ub798 \uae08\ub9ac \uc778\uc0c1 \uc635\uc158\"\uc758 \uc870\ud569\uc5d0 \ub354 \uac00\uae5d\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4.<\/p>\n

8\ub300 1 \ucc28\uc774\ub85c '\uc911\ub9bd\uae08\ub9ac' \ub17c\uc758\uac00 \ubcf8\uaca9\ud654\ub410\ub2e4.<\/strong><\/p>\n

\uc77c\ubcf8\uc740\ud589(BoJ)\uc740 10\uc6d4 30\uc77c \ubb34\ub2f4\ubcf4 \uc775\uc77c \ucf5c \uae08\ub9ac\ub97c \uc57d 1.25%\ub85c \uc720\uc9c0\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc73c\uba70, \ucc2c\uc131 8\ud45c, \ubc18\ub300 1\ud45c\ub97c \ud1b5\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc0ac\ud68c \uba64\ubc84\uc778 \ub2e4\uce74\ub2e4 \ud558\uc9c0\uba54(Hajime Takada)\ub294 \uc7a0\uc7ac CPI \uc778\ud50c\ub808\uc774\uc158\uc774 \ubb3c\uac00 \uc548\uc815 \ubaa9\ud45c\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70 \uc77c\ubcf8\uc774 \uc815\ucc45 \uae08\ub9ac\ub97c \uc911\ub9bd \uae08\ub9ac\ub85c \ub354 \ube60\ub974\uac8c \uc218\ub834\ud574\uc57c \ud558\ub294 \uc0c8\ub85c\uc6b4 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud558\uba74\uc11c \uae08\ub9ac\ub97c \uc57d 1.5%\ub85c \uc778\uc0c1\ud560 \uac83\uc744 \uc8fc\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc81c\uc548\uc740 \ub2e4\uc218\uacb0\ub85c \uac70\ubd80\ub418\uc5c8\uc2b5\ub2c8\ub2e4. ACE Markets\ub294 \ubc18\ub300 \ud22c\ud45c \uc790\uccb4\uac00 \uacb0\uacfc\ub97c \ubc14\uafb8\uc9c0\ub294 \uc54a\uc9c0\ub9cc, \uadf8 \uc815\ubcf4\uc758 \uac00\uce58\ub97c \uacfc\uc18c\ud3c9\uac00\ud574\uc11c\ub294 \uc548 \ub41c\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4.<\/p>\n

\"\u5c40\ubd80\u622a\u53d6_20261030_145604\"<\/p>\n

\uc815\uc0c1\ud654 \uc18d\ub3c4\ub97c \ub450\uace0 \uc815\ucc45\uc704 \ub0b4\uc5d0\uc11c\ub3c4 \uc758\uacac\uc774 \uc5c7\uac08\ub9ac\uace0 \uc788\ub2e4. \uc77c\ubcf8\uc740\ud589\uc740 \uc5ec\uc804\ud788 \u200b\u200b\uc815\uc0c1\ud654 \uada4\ub3c4\uc5d0 \uc788\uc9c0\ub9cc \ubcf4\ub2e4 \uc2e0\uc911\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \uc120\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \u201c\uc774\uc804 \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c 25bp \uc778\uc0c1\ud558\uae30\ub85c 7-2 \ud22c\ud45c\uac00 \ud1b5\uacfc\ub410\ub2e4\u201d\ub294 \ubb38\uc11c\uc758 \ub9e5\ub77d\uc744 \uace0\ub824\ud560 \ub54c, \ud604\uc7ac \uae08\ub9ac \uc720\uc9c0\ub97c \uc704\ud55c 8-1 \ud22c\ud45c\ub294 \uc644\ud654\ub85c\uc758 \uc804\ud658\uc774\ub77c\uae30\ubcf4\ub2e4\ub294 12\uc6d4 \ud68c\uc758 \uc804\uc5d0 \uae08\ub9ac \uc778\uc0c1 \uc635\uc158\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud55c \uacfc\ub3c4\uae30\uc801 \ud569\uc758\uc5d0 \ub354 \uac00\uae5d\ub2e4\uace0 \ubcf4\uc785\ub2c8\ub2e4. ACE Markets\ub294 \ub2e8\uc21c\ud788 \uae08\ub9ac \uc720\uc9c0\ub97c \ube44\ub458\uae30\ud30c\uc801 \uc131\ud5a5\uc73c\ub85c \ub3d9\uc77c\uc2dc\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \uae08\ub9ac \uacbd\ub85c\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud55c\ub2e4\ub294 \uac83\uacfc \uc815\uc0c1\ud654 \ubc29\ud5a5\uc744 \ubcc0\ud568\uc5c6\uc774 \uc720\uc9c0\ud55c\ub2e4\ub294 \ub450 \uac00\uc9c0\ub85c \ubd84\ub958\ud569\ub2c8\ub2e4. \uae30\uc900\uae08\ub9ac\ub294 \uc774\ubbf8 31\ub144 \ub9cc\uc5d0 \ucd5c\uace0 \uc218\uc900\uc5d0 \uc774\ub974\ub800\uc9c0\ub9cc \uc5ec\uc804\ud788 \ub2e4\ub978 G7 \ud68c\uc6d0\uad6d\uc5d0 \ube44\ud574 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\ub2e4.<\/p>\n

\uc2e4\uc81c \uc815\ucc45 \uc99d\uac00\ub294 \uacb0\uc758\uc548 \uc81c\ubaa9\uc774 \uc544\ub2c8\ub77c \uad6c\ud604 \ub9e4\uac1c\ubcc0\uc218\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n

\uc77c\ubcf8 \uc740\ud589\uc740 \ubcf4\uc720 ETF \ub9e4\uac01\uc744 \uac00\uc18d\ud654\ud558\uae30\ub85c \uacb0\uc815\ud588\uc73c\uba70, \uc5f0\uac04 \ud310\ub9e4 \ubaa9\ud45c\ub97c \uc57d 3,300\uc5b5 \uc5d4\uc5d0\uc11c \uc57d 8,600\uc5b5 \uc5d4(\uc7a5\ubd80\uac00 \uae30\uc900)\uc73c\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \ud68c\uc804\uc728\uc758 \uc57d 0.1%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \ud569\uc758\ub294 2027\ub144 1\uc6d4\ubd80\ud130 \uc2dc\ud589\ub429\ub2c8\ub2e4. \uc2dc\uac00\ucd1d\uc561 \uae30\uc900\uc73c\ub85c \uc5f0\uac04 \ub9e4\ucd9c\uc561\uc740 \uc57d 2\uc8704600\uc5b5\uc5d4\uc774\ub2e4. J-REIT \ud310\ub9e4 \uc18d\ub3c4\ub294 \uc5f0\uac04 \uc57d 50\uc5b5 \uc5d4 \uc218\uc900\uc73c\ub85c \uc720\uc9c0\ub429\ub2c8\ub2e4. \uc77c\ubcf8\uc740\ud589\ub3c4 \uae08\uc735\uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub530\ub77c \ud310\ub9e4\uae08\uc561\uc744 \ud55c\uc2dc\uc801\uc73c\ub85c \uc870\uc815\ud558\uac70\ub098 \ud310\ub9e4\ub97c \uc911\ub2e8\ud560 \uc218 \uc788\ub294 \uc870\ud56d\uc744 \uc720\uc9c0\ud588\ub2e4.<\/p>\n

ACE Markets\uc758 \ud655\uc99d\uc801\uc778 \uacb0\ub860\uc740 \uc774\uac83\uc774 \"\ub9e4\ud30c\uc801 \ub9e4\uac1c\ubcc0\uc218 + \uc720\uc5f0\ud55c \uc2e4\ud589\"\uc758 \uc870\ud569\uc774\ub77c\ub294 \uac83\uc785\ub2c8\ub2e4. \ud55c\ud3b8, 8,600\uc5b5 \uc5d4\uc740 \uc6d0\ub798 3,300\uc5b5 \uc5d4\uc758 \uc57d 2.6\ubc30\uc774\uba70, \ubb38\uc11c \uacc4\uc0b0\uc5d0 \ub530\ub974\uba74 ETF \ubcf4\uc720 \ub9e4\uac01\uc744 \uc644\ub8cc\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc2dc\uac04\uc774 \uc57d 112\ub144\uc5d0\uc11c \uc57d 43\ub144\uc73c\ub85c \ub2e8\ucd95\ub418\uc5b4 \uc815\uc0c1\ud654\ub97c \ud5a5\ud55c \uba85\ud655\ud55c \ubc29\ud5a5\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \ubc18\uba74, \ub9e4\ub3c4 \uaddc\ubaa8\ub294 \uc2dc\uc7a5 \uac70\ub798\ub7c9\uc758 \uc57d 0.1%\ub97c \ucc28\uc9c0\ud558\uace0 \uc77c\uc2dc\uc801\uc778 \uc870\uc815\uc774\ub098 \uc815\uc9c0 \uba54\ucee4\ub2c8\uc998\uc744 \ub3d9\ubc18\ud558\uace0 \uc788\uc5b4 \uc77c\ubcf8\uc740\ud589\uc774 \uc5ec\uc804\ud788 \uc2dc\uc7a5\uc5d0 \ud070 \ucda9\uaca9\uc744 \uac00\ud558\ub294 \uac83\uc744 \ud53c\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n

\"\u5c40\ubd80\u622a\u53d6_20261030_150635\"<\/p>\n

\uc2dc\uc7a5\uc5d0\uc11c\ub294 ETF \ub9e4\uac01 \uacb0\uc815\uc744 \ub9e4\ud30c\uc801\uc778 \uc2e0\ud638\ub85c \ud574\uc11d\ud588\uc73c\uba70, Nikkei 225 \uc120\ubb3c\uc774 \uacc4\uc18d \ud558\ub77d\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\ud589 \ub9e4\uac1c\ubcc0\uc218\uac00 \uae08\ub9ac \uacb0\uc815 \uc81c\ubaa9\ubcf4\ub2e4 \ubbf8\ubbf8\ud558\uac8c \ub354 \uc911\uc694\ud558\ub2e4\ub294 \uac83\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ubbf8\ub098\ud1a0\ubc45\ud06c(MinatoBank) \uc804\ub7b5\uac00 \uce74\ub9ac\ud0c0\ub2c8 \uc1fc\uace0(Shogo Karitani)\ub294 ETF \ub9e4\uac01 \uacb0\uc815\uc774 \ud1b5\ud654 \uc815\ucc45 \uc815\uc0c1\ud654\ub97c \ud5a5\ud55c \ub610 \ub2e4\ub978 \ub2e8\uacc4\uc774\uba70 \uc57d\uac04\uc758 \uc5d4\ud654 \ub9e4\uc218\ub97c \ucd09\ubc1c\ud55c \uac83\uc73c\ub85c \ubcf4\uace0 \"\ub180\ub78d\ub2e4\"\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. ACE Markets\uc758 \uc8fc\uac00\uc9c0\uc218 \uc120\ubb3c\uacfc \uc815\ucc45 \ud14d\uc2a4\ud2b8\uc5d0 \ub300\ud55c \uad50\ucc28 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 \uc774\ubc88 \ud68c\uc758\uc5d0\uc11c \uc704\ud5d8 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc9c1\uc811\uc801\uc778 \uc555\ub825\uc740 1.25% \uc774\uc790\uc728 \uc790\uccb4\ubcf4\ub2e4\ub294 ETF \ud310\ub9e4 \uc18d\ub3c4\uc5d0\uc11c \ub354 \ub9ce\uc774 \ub098\uc628 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc778\ud50c\ub808\uc774\uc158 \ubc1c\ud45c \ubc0f \uc804\ub9dd \uc218\uc815: \uc774\ub974\uba74 12\uc6d4 \uae08\ub9ac \uc778\uc0c1 \uc5ec\uc9c0 \ub0a8\uaca8<\/strong><\/p>\n

\uc77c\ubcf8\uc740\ud589\uc740 \uc131\uba85\uc11c\uc5d0\uc11c \ucc98\uc74c\uc73c\ub85c \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc774 \ubaa9\ud45c 2%\uc5d0 \ub3c4\ub2ec\ud588\uc74c\uc744 \ubc1d\ud614\uc73c\uba70, \uadfc\uc6d0 \uc778\ud50c\ub808\uc774\uc158\uc728\uc744 2% \ubaa9\ud45c \uadfc\ucc98\ub85c \uc720\uc9c0\ud558\ub294 \uac83\uc774 \ub9e4\uc6b0 \uc911\uc694\ud558\ub2e4\uace0 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uac00\uaca9 \ub9ac\uc2a4\ud06c\ub294 \uc0c1\uc2b9 \ubc29\ud5a5\uc73c\ub85c \uce58\uc6b0\uccd0\uc838 \uc788\uc5b4 \ubaa9\ud45c\uce58\ubcf4\ub2e4 \uc0c1\ud5a5 \uc774\ud0c8\ud558\ub294 \ub9ac\uc2a4\ud06c\uc5d0 \uac01\ubcc4\ud788 \uc8fc\uc758\ud574\uc57c \ud55c\ub2e4\uace0 \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4. \uc608\uce21\uacfc \uad00\ub828\ud558\uc5ec 2026-2028 \ud68c\uacc4\uc5f0\ub3c4\uc758 \uc911\uc559 \ud575\uc2ec CPI \uc608\uce21\uc740 \uac01\uac01 2.5%, 2.6%, 2.0%\uc785\ub2c8\ub2e4. \ud575\uc2ec-\ud575\uc2ec CPI \uc608\uce21 \uc911\uc559\uac12\uc740 2.4%, 2.7%, 2.3%\uc785\ub2c8\ub2e4. \uc2e4\uc9c8 GDP \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\ub294 0.7%, 0.7%, 0.8%\uc785\ub2c8\ub2e4.<\/p>\n

ACE Markets\ub294 \uc774 \uc815\ubcf4\uac00 \uc138 \uac00\uc9c0 \uc810\uc744 \ud655\uc99d\ud55c\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \"2% \ubaa9\ud45c\uc5d0 \ub3c4\ub2ec\ud55c \ud575\uc2ec \uc778\ud50c\ub808\uc774\uc158\"\uc740 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 \uc774\uc815\ud45c\uc774\uba70 \uc774\ub974\uba74 12\uc6d4\uc5d0 \ub610 \ub2e4\ub978 \uae08\ub9ac \uc778\uc0c1\uc758 \ubb38\uc744 \uc5ec\ub294 \uac83\uc785\ub2c8\ub2e4. \ub458\uc9f8, \ud575\uc2ec CPI \uc804\ub9dd \uc0c1\ud5a5 \uc870\uc815\uc740 '\uc778\ud50c\ub808\uc774\uc158 \uc624\ubc84\uc288\ud305 \uc704\ud5d8\uc5d0 \uc8fc\uc758'\ub77c\ub294 \ubb38\uad6c\uc640 \uc77c\uce58\ud558\uba70, \uc774\ub294 \uc77c\ubcf8\uc740\ud589\uc758 \ubb3c\uac00 \uc0c1\uc2b9 \uc704\ud5d8\uc5d0 \ub300\ud55c \ud5c8\uc6a9\uce58\uac00 \uac10\uc18c\ud588\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc14b\uc9f8, \uc774\ubc88 \uc131\uba85\uc740 \uc120\ud0dd\uc758 \uc5ec\uc9c0\ub97c \uc5f4\uc5b4\uc904 \ubfd0\uc774\uba70 12\uc6d4 \uae08\ub9ac \uc778\uc0c1\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc744 \uac15\ud654\ud560\uc9c0 \uc5ec\ubd80\ub294 \uc5ec\uc804\ud788 \uc6b0\uc5d0\ub2e4 \uac00\uc988\uc624\uc758 \uae30\uc790\ud68c\uacac\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\"\u5c40\ubd80\u622a\u53d6_20261030_151031\"<\/p>\n

\uc77c\ubcf8\uc740\ud589\ub3c4 \ucd5c\uadfc \uc2e4\uc9c8\uae08\ub9ac\uac00 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub294 \uac00\uc6b4\ub370 \ub2e8\uae30\uc2e4\uc9c8\uae08\ub9ac\ub294 \uc5ec\uc804\ud788 \ub0ae\uc740 \uc218\uc900\uc5d0 \uba38\ubb3c\uace0 \uc788\ub2e4\uba70 \uc55e\uc73c\ub85c\ub3c4 \uacbd\uc81c \ubc0f \ubb3c\uac00\ub3d9\ud5a5, \uae08\uc735\uc5ec\uac74 \ub4f1\uc744 \uace0\ub824\ud574 \uae08\ub9ac \uc778\uc0c1\uc744 \uc774\uc5b4\uac08 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. ACE Markets\ub294 \ud2b9\ud788 '\uc911\ub9bd\uc801 \uc785\uc7a5'\uacfc '\uac15\ud654\ub41c \uae30\ub300'\uc758 \ucc28\uc774\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdc4\uc2b5\ub2c8\ub2e4. \uae30\uc790\ud68c\uacac\uc5d0\uc11c \ub2e8\uc21c\ud788 '\ub2e4\uc74c \ud68c\uc758 \uc804 \uc0c1\ud669\uc744 \uba74\ubc00\ud788 \ud3c9\uac00'\ud55c\ub2e4\ub294 \ub9d0\ub9cc \ubc18\ubcf5\ud55c\ub2e4\uba74 \ub2e8\uae30\uc801\uc778 \uc5d4\ud654 \uc9c0\uc9c0\uac00 \uc81c\ud55c\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae34\ucd95 \uacbd\ub85c\uac00 \ud655\uc2e4\ud788 \uac15\ud654\ub418\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub098\uba74 \uc5d4\ud654\uc640 JGB \uc218\uc775\ub960 \uace1\uc120\uc758 \uac00\uaca9\uc774 \uc7ac\uc870\uc815\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc704\ud5d8 \ubaa9\ub85d: \uc0c1\uc2b9 \uc704\ud5d8\uacfc \ud558\ub77d \uc704\ud5d8\uc774 \uacf5\uc874\ud569\ub2c8\ub2e4.<\/strong><\/p>\n

\uc77c\ubcf8\uc740\ud589\uc774 \uac15\uc870\ud55c \uc704\ud5d8\uc5d0\ub294 \uace0\uc720\uac00, \uc778\uacf5\uc9c0\ub2a5 \uad00\ub828 \uc218\uc694, \ud658\uc728 \ubcc0\ub3d9 \ub4f1\uc774 \ud3ec\ud568\ub418\uba70, \uc774\ub85c \uc778\ud574 \uae30\uc5c5 \uac04 \uac70\ub798\uc5d0\uc11c \uac00\uaca9 \uc804\ub2ec\uc774 \ub354 \ub113\uc740 \ubc94\uc704\uc758 \uc18c\ube44\uc7ac\ub85c \ud655\uc0b0\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. AI \uc218\uc775\uc774 \ud22c\uc790\uc640 \ud568\uaed8 \ud655\ub300\ub418\uc9c0 \uc54a\uc73c\uba74 \uc790\uc0b0 \uac00\uaca9 \ubcc0\ud654\uc640 \ud568\uaed8 \ud558\ub77d \uc555\ub825\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uc9c0\uc815\ud559\uc801 \uc704\ud5d8(\uc911\ub3d9 \uc0c1\ud669 \ud3ec\ud568) \uc99d\uac00\uc640 \uc138\uacc4 \uae30\uc0c1 \uc870\uac74\uc758 \uc601\ud5a5\uc73c\ub85c \uc2dd\ud488 \uac00\uaca9\uc774 \uc0c1\uc2b9\ud55c \uc0c1\ud669\uc740 \uc8fc\uc758\uac00 \ud544\uc694\ud558\uba70 \uac00\uaca9 \uc0c1\uc2b9 \uc704\ud5d8\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740\ud589\ub3c4 \uacbd\uc81c\ud65c\ub3d9\uc5d0 \ub300\ud55c \uc804\ubc18\uc801\uc778 \ub9ac\uc2a4\ud06c\uac00 \uade0\ud615\uc744 \uc774\ub8e8\uace0 \uc788\uc73c\uba70 \uacfc\uac70 \ubb3c\uac00\ud558\ub77d \ub9ac\uc2a4\ud06c\uc5d0 \uc911\uc810\uc744 \ub450\ub358 \uacfc\uac70\uc640 \ub2ec\ub9ac \uc77c\ubcf8\uc740 \uc778\ud50c\ub808\uc774\uc158 \uc624\ubc84\uc288\ud305 \ub9ac\uc2a4\ud06c\ub97c \ud574\uacb0\ud574\uc57c \ud558\ub294 \uc0c8\ub85c\uc6b4 \uad6d\uba74\uc5d0 \uc9c4\uc785\ud588\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n

ACE Markets\uc758 \uc2dc\uc7a5 \uac04 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 \uc774\ub7ec\ud55c \uc704\ud5d8\uc740 \uc11c\ub85c \ubd84\ub9ac\ub418\uc5b4 \uc788\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc720\uac00\uc640 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc740 \uc778\ud50c\ub808\uc774\uc158\uc744 \ub192\uc774\uace0 \uc5d4\ud654 \uae34\ucd95\uc5d0 \ub300\ud55c \uae30\ub300\ub97c \ub4b7\ubc1b\uce68\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. AI \uad00\ub828 \uc790\uc0b0\uc758 \ud558\ub77d \uc704\ud5d8\uc740 \uc704\ud5d8 \uc120\ud638\ub3c4\ub97c \ud1b5\ud574 Nikkei \ubc0f \uae00\ub85c\ubc8c \uc8fc\uac00 \uc9c0\uc218\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dd\ud488 \uac00\uaca9 \uc0c1\uc2b9\uc740 \"\uc778\ud50c\ub808\uc774\uc158 \uc624\ubc84\uc288\ud305 \uc704\ud5d8\"\uc5d0 \ub300\ud55c \uc774\uc57c\uae30\ub97c \uac15\ud654\ud560 \uac83\uc785\ub2c8\ub2e4. ACE Markets\ub294 \uc815\ucc45 \uacbd\ub85c\ub97c \uc124\uba85\ud558\uae30 \uc704\ud574 \ub2e8\uc77c \uc778\ud50c\ub808\uc774\uc158 \uc218\uce58\ub97c \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uace0 \uc678\ud658, \uc8fc\uac00 \uc9c0\uc218, \uad6d\ucc44, \uac70\uc2dc \uacbd\uc81c \uc815\ucc45 \ud14d\uc2a4\ud2b8\ub97c \ud3ec\ud568\ud55c \uc5ec\ub7ec \ucc3d\uc5d0\uc11c \uc774\ub7ec\ud55c \uc704\ud5d8\uc744 \ub3d9\uc2dc\uc5d0 \ucd94\uc801\ud569\ub2c8\ub2e4.<\/p>\n

\"\u5c40\ubd80\u622a\u53d6_20261030_151502\"<\/p>\n

\uc678\ud658\uc2dc\uc7a5\uc740 \uc628\uac74\ud558\uace0 \uc8fc\uac00\uc9c0\uc218\ub294 \ubbfc\uac10\ud558\uba70 JGB\ub294 \uc9c0\uc9c0\ub97c \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n

\uacb0\uc815 \ubc1c\ud45c \uc774\ud6c4 USD\/JPY \uc30d\uc740 \uc57d 0.25% \ud558\ub77d\ud588\uace0, Nikkei 225 \uc120\ubb3c\uc740 ETF \ub9e4\ub3c4 \uac00\uc18d\ud654\ub85c \uc778\ud574 \ud558\ub77d\uc138\ub97c \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4. 30\ub144 \ub9cc\uae30 JGB \uc218\uc775\ub960\uc740 \uc774\ub2ec \ucd08 \ucd5c\uace0\uce58\uc778 4.25%\uc5d0\uc11c \uc57d 40bp \ud558\ub77d\ud588\uc73c\uba70, \uc7a5\uae30 JGB\uc758 \uc218\uc775\ub960\uc740 \uc804\uccb4 \uc2dc\uc7a5\uc744 \ub2a5\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucc28\uc774\ub294 \uc774\ubc88 \ud68c\uc758\uac00 \"\ub9e4\ud30c\uc801\/\ube44\ub458\uae30\uc801\" \uc774\ubd84\ubc95\uc744 \uc0ac\uc6a9\ud558\uc5ec \uac00\uaca9\uc744 \ucc45\uc815\ud560 \uac83\uc774 \uc544\ub2c8\ub77c \uc624\ud788\ub824 \uae08\ub9ac \uacbd\ub85c, \ub300\ucc28\ub300\uc870\ud45c \uacbd\ub85c, \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4 \uacbd\ub85c\ub85c \ub098\ub204\uc5b4\uc57c \ud568\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc678\ud658 \uc2dc\uc7a5\uc740 \uae08\ub9ac \uacb0\uc815\uc5d0 \uc628\ud654\ud558\uac8c \ubc18\uc751\ud588\uace0, \uc8fc\uac00 \uc9c0\uc218\ub294 ETF \ub9e4\ub3c4\uc5d0 \ub354 \ubbfc\uac10\ud588\uc73c\uba70, JGB\ub294 \ub0b4\uc218 \ud68c\ubcf5 \ubc0f \uc815\ucc45 \ubc30\uacbd\uc5d0 \uc758\ud574 \uc9c0\uc6d0\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub85c\uc774\ud130 \ud1b5\uc2e0\uc774 \uc9d1\uacc4\ud55c 12\uac1c \uae30\uad00\uc758 \uc804\ub9dd\uc744 \uc885\ud569\ud55c ACE Markets\uc758 \uae30\ubcf8 \ud310\ub2e8\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8 \uc740\ud589\uc758 \uc815\uc0c1\ud654 \ubc29\ud5a5\uc740 \ubcc0\ud568\uc774 \uc5c6\uace0 12\uc6d4 \uae08\ub9ac \uc778\uc0c1 \ud655\ub960\uc740 \ub192\uc544\uc84c\uc9c0\ub9cc \uc5f0\uc18d\uc801\uc778 \uae08\ub9ac \uc778\uc0c1\uc740 \uae08\uc138\uae30\uc5d0 \uc720\ub840\uac00 \uc5c6\ub294 \uc77c\uc774\uba70 \uc2dc\uc7a5 \ud328\ub2c9\uc744 \uc720\ubc1c\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc758\uc0ac\uc18c\ud1b5 \uc18d\ub3c4\ub294 \uc5ec\uc804\ud788 \uc2e0\uc911\ud560 \uac83\uc785\ub2c8\ub2e4. \uc77c\ubcf8 \uc740\ud589\uc740 \uc774\ubc88 \uc8fc \ud68c\uc758\ub97c \uac1c\ucd5c\ud558\ub294 3\ub300 \uc911\uc559\uc740\ud589 \uc911 \ub9c8\uc9c0\ub9c9\uc774\uba70, \uc5f0\uc900\uacfc \uc720\ub7fd\uc911\uc559\uc740\ud589\uc740 \ubaa8\ub450 \uae08\ub9ac\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c \ub2ec 3\uac1c \uad6d\uac00 \ubaa8\ub450 \ucc98\uc74c\uc73c\ub85c \uae08\ub9ac\ub97c \ub3d9\uc2dc\uc5d0 \uc62c\ub838\uace0, \uc774 \u201c\uae08\ub9ac \uc720\uc9c0\u201d\ub294 \uc644\ud654\ub85c\uc758 \uc804\ud658\uc774\ub77c\uae30\ubcf4\ub2e4 \uacfc\ub3c4\uae30\uc801 \uc870\uce58\uc5d0 \ub354 \uac00\uae5d\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d\uc5d0\uc11c ACE Markets\ub294 \uae30\uc790\ud68c\uacac \uc2e0\ud638\uc640 \uad6c\ud604 \ub9e4\uac1c\ubcc0\uc218\uc758 \uc870\ud569\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc6b0\uc5d0\ub2e4 \uac00\uc988\uc624\uac00 12\uc6d4 \uae08\ub9ac \uc778\uc0c1\uc744 \uba85\uc2dc\uc801\uc73c\ub85c \uc554\uc2dc\ud558\uace0 \uc778\ud50c\ub808\uc774\uc158 \uc624\ubc84\uc288\ud305 \uc704\ud5d8\uc744 \uac15\uc870\ud55c\ub2e4\uba74 \uc5d4\ud654 \uac15\uc138, JGB \uae08\ub9ac \uc0c1\uc2b9, \ub2c8\ucf00\uc774 \uc9c0\uc218 \uc555\ubc15 \uac04\uc758 \uc0c1\uad00\uad00\uacc4\uac00 \uac15\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9cc\uc57d \uadf8\uac00 \u201c\ub2e4\uc74c \ud68c\uc758 \uc804\uc5d0 \uc0c1\ud669\uc744 \uba74\ubc00\ud788 \ud3c9\uac00\ud558\uaca0\ub2e4\u201d\uace0\ub9cc \ub9d0\ud55c\ub2e4\uba74 \uc5d4\ud654\uc758 \ubc18\uc751\uc740 \uc628\ud654\ud560 \uac83\uc774\uace0 \uc8fc\uac00\uc9c0\uc218\ub294 ETF \ub9e4\ub3c4 \ub9e4\uac1c\ubcc0\uc218\uc5d0 \ub354 \ud070 \uc601\ud5a5\uc744 \ubc1b\uc744 \uac83\uc785\ub2c8\ub2e4. \ub9cc\uc77c \uadf8\uac00 \uc608\uae30\uce58 \uc54a\uac8c 12\uc6d4 \uae08\ub9ac \uc778\uc0c1\uc744 \ucd95\uc18c\ud558\uace0 \uae08\uc735 \ud658\uacbd \uc644\ud654\ub97c \uac15\uc870\ud55c\ub2e4\uba74 \uc5d4\ud654\ub294 \uc0c1\uc2b9\uc138\ub97c \ubc18\ub0a9\ud558\uace0 JGB \uc218\uc775\ub960\uc740 \ud558\ub77d\ud558\uba70 \ub2c8\ucf00\uc774 \uc9c0\uc218\ub294 \ubc18\ub4f1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

\uc77c\ubcf8 \uc740\ud589(BoJ)\uc740 8\ub300 1\ub85c 1.25%\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc989, ETF \ud310\ub9e4 \uac00\uc18d\ud654, \uc778\ud50c\ub808\uc774\uc158 2%, 12\uc6d4 \uc778\uc0c1 \uc635\uc158(FX, JGB \ubc0f Nikkei \uc804\uccb4\uc5d0 \uac78\uccd0 \uac00\uaca9\uc774 \ucc45\uc815\ub428)\uc785\ub2c8\ub2e4.<\/p>","protected":false},"author":1,"featured_media":10007,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[115],"tags":[1034,1032,1033],"class_list":["post-10006","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-news","tag-bank-of-japan-policy","tag-boj-rate-decision","tag-etf-sales-pace"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/posts\/10006","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/comments?post=10006"}],"version-history":[{"count":1,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/posts\/10006\/revisions"}],"predecessor-version":[{"id":10012,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/posts\/10006\/revisions\/10012"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/media\/10007"}],"wp:attachment":[{"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/media?parent=10006"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/categories?post=10006"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mdwcc.com\/ko\/wp-json\/wp\/v2\/tags?post=10006"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}