{"id":28833,"date":"2025-06-04T06:53:00","date_gmt":"2025-06-03T21:53:00","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=28833"},"modified":"2025-06-13T07:47:29","modified_gmt":"2025-06-12T22:47:29","slug":"%ec%8b%ac%ec%b8%b5%eb%b6%84%ec%84%9d-%eb%92%a4%ec%a7%91%ed%9e%8c-%ed%8c%90%ea%b2%b0-%eb%90%98%ec%82%b4%ec%95%84%eb%82%9c-%ea%b4%80%ec%84%b8-%eb%af%b8%ea%b5%ad-%eb%ac%b4%ec%97%ad%ec%a0%95%ec%b1%85","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=28833","title":{"rendered":"[\uc2ec\uce35\ubd84\uc11d] \ub4a4\uc9d1\ud78c \ud310\uacb0, \ub418\uc0b4\uc544\ub09c \uad00\uc138: \ubbf8\uad6d \ubb34\uc5ed\uc815\ucc45\uc758 \ubc29\ud5a5\uc740 \uc5b4\ub514\ub85c"},"content":{"rendered":"<h6>\ud3b8\uc9d1\uc790 \uc8fc: \ub2e4\uc74c \uae00\uc740 \ubbf8\uad6d \uc804\ub7b5\uad6d\uc81c\uc5f0\uad6c\uc18c(CSIS)\uc5d0 5\uc6d4 29\uc77c \uae30\uace0\ub41c \ubd84\uc11d &#8216;\ud2b8\ub7fc\ud504 \uad00\uc138\uc5d0 \ub300\ud55c \ubc95\uc6d0 \ud310\uacb0\uc774 \ubbf8\uad6d \ubb34\uc5ed \uc815\ucc45\uacfc \uacbd\uc81c\uc5d0 \uc758\ubbf8\ud558\ub294 \uac83(<a href=\"https:\/\/www.csis.org\/analysis\/what-courts-ruling-trumps-tariffs-means-us-trade-policy-and-economy\">What court ruling on Trump&#8217;s tariffs means US trade policy and economy<\/a>)&#8217; \uc744 \uc694\uc57d \uc815\ub9ac\ud55c \uac83\uc784. 2025\ub144 5\uc6d4 29\uc77c\uc790 \uc5c5\ub370\uc774\ud2b8<\/h6>\n<h6><\/h6>\n<p>\ubbf8\uad6d \uad6d\uc81c\ubb34\uc5ed\ubc95\uc6d0(CIT)\uc774 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 4\uc6d4 2\uc77c\uc790 \u2018\ud574\ubc29\uc758 \ub0a0(Liberation Day)\u2019 \uad00\uc138(\uc0c1\ud638 \uad00\uc138)\ub97c \uc704\ud5cc\uc774\ub77c\uba70 \ubb34\ud6a8\ud654\ud55c \ubc14\ub85c \ub2e4\uc74c \ub0a0, \uc5f0\ubc29 \ud56d\uc18c\ubc95\uc6d0\uc740 \ud574\ub2f9 \ud310\uacb0\uc758 \ud6a8\ub825\uc744 \uc77c\uc2dc \uc815\uc9c0(stay)\uc2dc\ud0a4\uace0, \ub300\ubd80\ubd84\uc758 \uad00\uc138\ub97c \uc784\uc2dc\ub85c \ub2e4\uc2dc \ubcf5\uc6d0\ud568. \uc591\uce21\uc758 \uc7c1\uc810\uc5d0 \ub300\ud55c \ubc95\uc801 \uac80\ud1a0\uac00 \uc9c4\ud589\ub418\ub294 \ub3d9\uc548, \uc804 \uc138\uacc4 \uacbd\uc81c\ub97c \ub4a4\ud754\ub4e4\uace0 \uc788\ub294 \ud2b8\ub7fc\ud504 \uad00\uc138\uc758 \uc874\ud3d0\uc5d0 \ub300\ud55c \uad00\uc2ec\uc774 \uc9d1\uc911\ub418\uace0 \uc788\uc74c. \ud5a5\ud6c4 \uc5b4\ub5a4 \uacbd\ub85c\ub97c \ub530\ub974\uac8c \ub420\uc9c0\uc5d0 \ub530\ub77c \uc804\uac1c\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc74c.<\/p>\n<h4><\/h4>\n<h4><strong>\uc608\uc0c1\uce58 \ubabb\ud55c \ud310\uacb0: \ub300\ud1b5\ub839\uc758 \ubb34\uc5ed\uad8c\ud55c\uc5d0 \ub300\ud55c \uadfc\ubcf8\uc801 \ub3c4\uc804<\/strong><\/h4>\n<p>\ubbf8\uad6d \uad6d\uc81c\ubb34\uc5ed\ubc95\uc6d0(CIT)\uc740 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \u2018\ud574\ubc29\uc758 \ub0a0\u2019 \uad00\uc138\uac00 \uad6d\uc81c\ube44\uc0c1\uacbd\uc81c\uad8c\ubc95(IEEPA)\uc5d0 \uc704\ubc30\ub41c\ub2e4\uace0 \ub9cc\uc7a5\uc77c\uce58\ub85c \ud310\uacb0\ud568. \uc774 \ud310\uacb0\uc740 \ud2b8\ub7fc\ud504, \uc624\ubc14\ub9c8, \ub808\uc774\uac74 \ub300\ud1b5\ub839\uc774 \uac01\uac01 \uc784\uba85\ud55c \ud310\uc0ac\ub4e4\uc5d0 \uc758\ud574 \ub0b4\ub824\uc84c\ub294\ub370, \ud575\uc2ec\uc801\uc778 \uad00\uc138 \uc870\uce58 \uc2dc\ud589\uc744 \uc911\ub2e8\uc2dc\ud0a4\uace0 \ubbf8\uad6d \uacbd\uc81c \uc548\ubcf4 \uc804\ub7b5\uc758 \ud5a5\ud6c4 \ubc29\ud5a5\uc5d0 \uc911\ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc744 \ub354\ud568.<\/p>\n<h4><\/h4>\n<h4><strong>Q1. \uad6d\uc81c\ubb34\uc5ed\ubc95\uc6d0\uc740 \ubb34\uc5c7\uc744 \ud310\uacb0\ud588\uace0, \uc774\ub294 \ub300\ud1b5\ub839\uc758 \ubb34\uc5ed\uad8c\ud55c\uc5d0 \uc5b4\ub5a4 \uc758\ubbf8\uac00 \uc788\ub294\uac00?<\/strong><\/h4>\n<p>\uad6d\uc81c\ubb34\uc5ed\ubc95\uc6d0\uc740 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 IEEPA\ub97c \ubbf8\uad6d \ubb34\uc5ed\uc815\ucc45 \uc804\ud658\uc758 \ud3ec\uad04\uc801 \ubc95\uc801 \uadfc\uac70\ub85c \uc0ac\uc6a9\ud558\ub824 \ud55c \uc2dc\ub3c4\ub97c \uc815\uba74\uc73c\ub85c \ubc18\ubc15\ud568.<\/p>\n<p>\ub2e4\uc74c\uacfc \uac19\uc740 \uad00\uc138 \uc870\uce58\uac00 \ubc95\ub960\uc758 \uae34\uae09\uacbd\uc81c\uad8c\ud55c \ubc94\uc704\ub97c \ucd08\uacfc\ud55c\ub2e4\uace0 \ud310\ub2e8\ud568:<\/p>\n<p>\u2022 \uc804 \uc138\uacc4\ub97c \ub300\uc0c1\uc73c\ub85c \ud55c 10% \ud3ec\uad04 \uad00\uc138<br \/>\n\u2022 \ud39c\ud0c0\ub2d0 \uc0dd\uc0b0\uad6d(\uce90\ub098\ub2e4, \uba55\uc2dc\ucf54 \ub4f1)\uc5d0 \ub300\ud55c 25% \uad00\uc138<br \/>\n\u2022 \ub300\ubbf8 \ubb34\uc5ed\ud751\uc790 \uaddc\ubaa8\uc5d0 \ub530\ub77c \ubd80\uacfc\ub41c \u2018\uc0c1\ud638\uad00\uc138\u2019<br \/>\n\u2022 \uc911\uad6d\uc5d0 \ub300\ud55c 30% \u2192 145% \uc778\uc0c1 \uad00\uc138<\/p>\n<p>\ubc95\uc6d0\uc740 \uc0c1\ud638\uad00\uc138\uc5d0 \ub300\ud574 \ub300\ud1b5\ub839\uc774 IEEPA \uad8c\ud55c\uc744 \uc0ac\uc6a9\ud574 \ubb34\uc5ed\uc801\uc790\ub97c \ud574\uacb0\ud560 \uc218\ub294 \uc5c6\ub2e4\uace0 \ud310\ub2e8\ud588\uace0, \ud39c\ud0c0\ub2d0 \uad00\ub828 \uad00\uc138\ub294 \uc704\ud611\uc5d0 \ube44\ub840\ud558\uc5ec \ucda9\ubd84\ud788 \uc815\ubc00\ud654\ub418\uc9c0 \uc54a\uc558\ub2e4\uace0 \uc9c0\uc801\ud568. \ubb34\uc5c7\ubcf4\ub2e4\ub3c4, &#8216;\ube44\uc0c1\uc0ac\ud0dc'(Emergency)\uc758 \uc815\uc758\ub97c \ud1b5\ud574 \ub300\ud1b5\ub839\uc774 \ubbfc\uc8fc\uc801 \ucc45\uc784\uc744 \uc6b0\ud68c\ud558\ub294 \uac83\uc740 \ud5c8\uc6a9\ub420 \uc218 \uc5c6\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud568.<\/p>\n<p>\uc774 \ud310\uacb0\uc740 \ucd5c\uadfc \uad6d\uac00\uc548\ubcf4\uc640 \ube44\uc0c1\uc0ac\ud0dc\ub97c \uba85\ubd84\uc73c\ub85c \ud558\ub294 \uc815\ubd80\uc758 \uacbd\uc81c \uac1c\uc785\uc5d0 \ub300\ud574 \uc0ac\ubc95\ubd80\uac00 \uac08\uc218\ub85d \ud68c\uc758\uc801\uc778 \ud0dc\ub3c4\ub97c \ubcf4\uc774\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90c.<\/p>\n<h4><\/h4>\n<h4><strong>Q2. \ub2e4\ub978 \ud2b8\ub7fc\ud504 \uad00\uc138\ub294 \uc601\ud5a5\uc744 \ubc1b\uc558\ub294\uac00? \ud589\uc815\ubd80\ub294 \uc5b4\ub5a4 \uad8c\ud55c\uc744 \uc5ec\uc804\ud788 \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294\uac00?<\/strong><\/h4>\n<p>\uc774 \ud310\uacb0\uc740 IEEPA \uae30\ubc18 \uad00\uc138\uc5d0\ub9cc \uc801\uc6a9\ub418\uace0, \ub2e4\uc74c\uacfc \uac19\uc740 \uc8fc\uc694 \uc870\uce58\ub294 \uc5ec\uc804\ud788 \uc720\ud6a8\ud568:<\/p>\n<ul>\n<li>\ubb34\uc5ed\ud655\uc7a5\ubc95 232\uc870: \uad6d\uac00\uc548\ubcf4\ub97c \uc774\uc720\ub85c \ubd80\uacfc\ub41c \ucca0\uac15\u00b7\uc54c\ub8e8\ubbf8\ub284 \uad00\uc138<\/li>\n<li>\ubb34\uc5ed\ubc95 301\uc870: \ubd88\uacf5\uc815 \ubb34\uc5ed \uad00\ud589\uc5d0 \ub300\uc751\ud55c \ubcf4\ubcf5 \uad00\uc138 (\ud2b9\ud788 \uc911\uad6d \ub300\uc0c1)<\/li>\n<li>\ud2b8\ub7fc\ud504 1\uae30 \ubc0f \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc5d0\uc11c\ub3c4 \uc720\uc9c0 \ub610\ub294 \uac15\ud654\ub41c \uad00\uc138 \ud3ec\ud568<\/li>\n<\/ul>\n<p>\uadf8\ub7ec\ub098 \uc774\ubc88 \ud310\uacb0\ub85c \uc778\ud574 \ud5a5\ud6c4 \uad00\uc138 \ubd80\uacfc \uc720\uc5f0\uc131\uc740 \ud06c\uac8c \uc81c\ud55c\ub428. IEEPA \uc5c6\uc774 \ubc31\uc545\uad00\uc740 \uc2e0\uc18d\ud55c \uc804\uba74\uc801 \uad00\uc138 \ubd80\uacfc \uc218\ub2e8\uc744 \uc0c1\uc2e4\ud568. <strong>\uc774\uc5d0 \ub530\ub77c \ud589\uc815\ubd80\ub294 \uc804\ub7b5 \ubd80\ubb38(\ubc18\ub3c4\uccb4, \uc758\uc57d\ud488, \ud575\uc2ec \uad11\ubb3c \ub4f1)\uc758 232\u00b7301\uc870 \uc870\uc0ac\uc5d0 \ub354\uc6b1 \uc758\uc874\ud560 \uc218 \uc788\uc74c.<\/strong> \ub610\ud55c, \ud589\uc815\ubd80\ub294 \uc785\ubc95\uc744 \ud1b5\ud574 \uad00\uc138 \uad8c\ud55c\uc744 \ubcf5\uc6d0\ud558\ub824 \ud560 \uc218 \uc788\uc73c\ub098, \uc758\ud68c\uc758 \ud1b5\uacfc \uac00\ub2a5\uc131\uc740 \ubd88\ud655\uc2e4\ud568. \ud604\uc7ac\ub85c\uc120 \ub300\ud1b5\ub839\uc774 \ube44\uc0c1 \uba85\ubd84\uc73c\ub85c \uad11\ubc94\uc704\ud55c \ubb34\uc5ed\uc815\ucc45\uc744 \ub3c5\uc790\uc801\uc73c\ub85c \ud3bc\uce58\ub294 \uad8c\ud55c\uc740 \uc81c\ud55c\ub428.<\/p>\n<h4><\/h4>\n<h4><strong>Q3. \uc774\ubc88 \ud310\uacb0\uc758 \uacbd\uc81c\uc801 \uc601\ud5a5\uc740 \ubb34\uc5c7\uc778\uac00?<\/strong><\/h4>\n<p>\uc774\ubc88 \ud310\uacb0\uc740 \uc77c\ubd80 \uad00\uc138\ub97c \ucc28\ub2e8\ud588\uc9c0\ub9cc, \ubbf8\uad6d \uacbd\uc81c\uc758 \uadfc\ubcf8 \ubb38\uc81c\uc778 \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc740 \ud574\uc18c\ud558\uc9c0 \ubabb\ud568. \uc624\ud788\ub824 \ud589\uc815\ubd80\uac00 232\u00b7301\uc870 \uac19\uc740 \ub2e4\ub978 \uc218\ub2e8\uc73c\ub85c \uc758\uc81c\ub97c \ubc00\uc5b4\ubd99\uc774\ub824 \ud560 \uacbd\uc6b0 \ubd88\ud655\uc2e4\uc131\uc774 \ub354 \ucee4\uc9c8 \uc218 \uc788\uc74c. \uc774\uc5d0 \ub530\ub77c \ud574\uc678 \ubb34\uc5ed \uc0c1\ub300\uad6d\ub4e4\uc740 \ubbf8\uad6d\uc758 \ubb34\uc5ed \uc57d\uc18d\uc774 \uc804\ub7b5\uc801\uc778 \uac83\uc778\uc9c0, \uc77c\uad00\ub41c \uac83\uc778\uc9c0 \uc758\uc2ec\ud558\uac8c \ub428.<\/p>\n<p>2025\ub144 \ud604\uc7ac, \uacbd\uc81c\uc815\ucc45\ubd88\ud655\uc2e4\uc131\uc9c0\uc218(EPU Index)\ub294 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d \uc911\uc784. \uc774\ub294 4\uc6d4\uc758 \u2018\ud574\ubc29\uc758 \ub0a0\u2019 \uad00\uc138 \ubc1c\ud45c\ucc98\ub7fc \uc7a6\uc740 \ubc1c\ud45c, \ubaa8\uc21c\ub41c \uc2dc\ud589, \ubaa9\ud45c\uc758 \ubcc0\ud654\uc5d0\uc11c \ube44\ub86f\ub428. \uc774\ub7ec\ud55c \ubcc0\ub3d9\uc131\uc740 \ud2b9\ud788 \uc815\ubd80 \ub0b4\ubd80\uc5d0\uc11c \ubc1c\uc0dd\ud560 \ub54c \ub354 \uce58\uba85\uc801\uc784. \ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uc21c\ud55c \uc704\ud5d8\uc774 \uc544\ub2c8\ub77c \ubbf8\uad6d \uc815\ucc45\uc758 \uc2e0\ub8b0\ub3c4 \uc790\uccb4\ub97c \uc758\uc2ec\ud558\uac8c \ub428. \uc124\ub839 \ubc95\uc6d0\uc774 \uad00\uc138\ub97c \ubb34\ud6a8\ud654\ud558\uac70\ub098 \uc678\uad50\uc801\uc73c\ub85c \ud569\uc758\uac00 \ub3c4\ucd9c\ub418\ub354\ub77c\ub3c4, \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \ud53c\ud574\ub294 \uc7a5\uae30\ud654\ub428.<\/p>\n<p>\ud55c \ubc88 \uc6b0\ud68c\ub41c \uacf5\uae09\ub9dd\uc740 \uc27d\uac8c \ubcf5\uc6d0\ub418\uc9c0 \uc54a\uace0, \uc9c0\uae08 \ub193\uce5c \ud22c\uc790 \uacb0\uc815\uc740 \ub2e4\uc74c \ubd84\uae30\ub85c \uc774\uc6d4\ub418\uc9c0 \uc54a\uc74c. \uacb0\uad6d \ubbf8\uad6d \uc815\ucc45\uc758 \uc2e0\ub8b0\ub3c4 \ud558\ub77d\uc740 \uae00\ub85c\ubc8c \uc790\ubcf8\uc758 \uc774\ud0c8\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc74c. \ud575\uc2ec\uc740 \uba85\ud655\ud568: \uad6d\ub0b4 \ud22c\uc790\uc640 \uae00\ub85c\ubc8c \uacbd\uc81c\uc801 \uc601\ud5a5\ub825\uc744 \uac15\ud654\ud558\ub824\uba74 \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc744 \uc904\uc5ec\uc57c \ud568. \uc77c\uad00\uc131\uacfc \uc2e0\ub8b0\ub3c4\ub294 \uc120\ud0dd\uc774 \uc544\ub2c8\ub77c \uc804\uc81c \uc870\uac74\uc784.<\/p>\n<h4><\/h4>\n<h4><strong>Q4. \uad00\uc138\ub294 \uc774\ubbf8 \uacbd\uc81c\uc5d0 \ud0c0\uaca9\uc744 \uc8fc\uc5c8\ub294\uac00? \uadf8 \uc601\ud5a5\uc740 \ub418\ub3cc\ub9b4 \uc218 \uc788\ub294\uac00?<\/strong><\/h4>\n<p>\ud574\ubc29\uc758 \ub0a0 \uad00\uc138\ub294 \uc774\ubbf8 \ubbf8\uad6d \uacbd\uc81c\uc5d0 \ud53c\ud574\ub97c \uc785\ud788\uae30 \uc2dc\uc791\ud588\uace0, \uc77c\ubd80\ub294 \ub418\ub3cc\ub9b4 \uc218 \uc788\uc9c0\ub9cc \uadf8 \ubc94\uc704\ub294 \ubbf8\uc9c0\uc218\uc784. \ub2e8\uc21c\ud55c \ud310\uacb0 \ucde8\uc18c\ub098 \uc815\ucc45 \ucca0\ud68c\ub85c \ud574\uacb0\ub418\uc9c0 \uc54a\uc73c\uba70, \uccb4\uacc4\uc801\uc774\uace0 \uc77c\uad00\ub41c \uc815\ucc45 \ubcf5\uc6d0\uc774 \ud544\uc694\ud568.<\/p>\n<p>\u2022 GDP\uc640 \uc131\uc7a5\ub960:<br \/>\n2025\ub144 1\ubd84\uae30 \ubbf8\uad6d \uacbd\uc81c\ub294 0.3% \uc5ed\uc131\uc7a5\ud568. \uc774\ub294 \uad00\uc138\ub85c \uc778\ud55c \uacf5\uae09\ub9dd \uad50\ub780, \uc7ac\uace0 \uc65c\uace1, \ubd88\ud655\uc2e4\uc131\uc758 \uc601\ud5a5\uc784. \uc608\uc77c\ub300 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uad00\uc138\uac00 \uc720\uc9c0\ub420 \uacbd\uc6b0 2025\ub144 \uc2e4\uc9c8 GDP\ub294 0.9%\ud3ec\uc778\ud2b8 \uac10\uc18c\ud558\uace0, \uc7a5\uae30\uc801\uc73c\ub85c \uc5f0\uac04 0.6%\ud3ec\uc778\ud2b8 \ud558\ub77d\ud574, \uc5f0\uac04 1800\uc5b5 \ub2ec\ub7ec (\uc57d 247\uc870 6000\uc5b5\uc6d0) \uc190\uc2e4\ub85c \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ucd94\uc815\ub428.<\/p>\n<p>\u2022 \uc18c\ube44\uc790\ubb3c\uac00\uc640 \uc778\ud50c\ub808\uc774\uc158:<br \/>\n\uba54\uc774\uc2dc\uc2a4(Macy\u2019s), \uc6d4\ub9c8\ud2b8(Walmart), \uc26c\uc778(Shein), \ud3ec\ub4dc(Ford) \ub4f1 \uc8fc\uc694 \uc720\ud1b5\u00b7\uc81c\uc870\uc0ac\ub294 \uad00\uc138 \ubd80\ub2f4\uc744 \uac00\uaca9\uc5d0 \uc804\uac00. \uc608\uc77c\ub300 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \uc18c\ube44\uc790\ubb3c\uac00\ub294 \ud3c9\uade0 2.4% \uc0c1\uc2b9\ud588\uace0, \uc758\ub958\ub294 17.0%, \uc2dd\ud488\uc740 2.6%, \uc2e0\uc120\ub18d\uc0b0\ubb3c\uc740 5.4% \uc778\uc0c1\ub428. OECD\ub294 2025\ub144 \ub9d0\uae4c\uc9c0 \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158\uc774 2.8%\ub85c \ubc18\ub4f1\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud568.<\/p>\n<p>\u2022 \uae08\uc735\uc2dc\uc7a5 \ubcc0\ub3d9\uc131:<br \/>\n2025\ub144 \ucd08 S&amp;P 500\uc740 \uad00\uc138 \ubc1c\ud45c\uc640 \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \ud558\ub77d\uc138\ub97c \ubcf4\uc600\ub294\ub370, \uc774\ub294 \uacf5\uae09\ub9dd \uad50\ub780\uacfc \ube44\uc6a9 \uc0c1\uc2b9, \uc815\ucc45 \uc608\uce21\ubd88\uac00\uc131\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ubc18\uc601\ud568. \uc774\ub294 \ub2e8\uc21c\ud55c \u2018\ubd80\uc758 \uc774\ub3d9\u2019\uc774 \uc544\ub2c8\ub77c, \uc99d\uac70\uae08 \ucf5c(Margin Call)\uc5d0 \ub530\ub978 \uc5f0\uc1c4 \uccad\uc0b0\uacfc \uac19\uc740 \uae08\uc735\uc801 \uc2a4\ud2b8\ub808\uc2a4\ub97c \uc720\ubc1c\ud568.<\/p>\n<p>\uc608: 2024\ub144 8\uc6d4 \uc77c\ubcf8 \uc5d4\ud654 \uce90\ub9ac\ud2b8\ub808\uc774\ub4dc \ubd95\uad34 \u2192 \uc77c\ubcf8\uc911\uc559\uc740\ud589(BOJ) \uae08\ub9ac 0.25% \uc778\uc0c1 \ud6c4 \uc77c\ubcf8 \uc8fc\uc2dd\uc2dc\uc7a5 12% \ud3ed\ub77d, \uc5d4\ud654 \uae09\ub4f1(7%), \uc544\uc2dc\uc544 \uc99d\uc2dc \uc5f0\uc1c4 \uae09\ub77d.<\/p>\n<p>\uadf8 \ud6c4 \uc2dc\uc7a5\uc740 \ube60\ub974\uac8c \ubc18\ub4f1\ud588\uc9c0\ub9cc, \uc774\ub294 \ud380\ub354\uba58\ud138\uc774 \uc544\ub2cc \uc911\uc559\uc740\ud589 \uac1c\uc785\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \ub4dc\ub7ec\ub0c4.<\/p>\n<p>\uc694\uc57d\ud558\uc790\uba74, 2025\ub144 \uad00\uc138\uc758 \uacbd\uc81c\uc801 \uc601\ud5a5\uc740 \ubd84\uba85\ud568:\uc131\uc7a5 \ub454\ud654, \ubb3c\uac00 \uc0c1\uc2b9, \uace0\uc6a9 \uc545\ud654, \uc2dc\uc7a5 \ubd88\uc548\uc815.<\/p>\n<p>\uad6d\uc81c\ubb34\uc5ed\ubc95\uc6d0\uc758 \ud310\uacb0\uc740 \ud5a5\ud6c4 \ube44\uc0c1\uad00\uc138 \ud655\uc0b0\uc744 \uc800\uc9c0\ud588\uc9c0\ub9cc, \uc774\ubbf8 \ubc1c\uc0dd\ud55c \ud53c\ud574\ub294 \uadf8\ub300\ub85c \ub0a8\uc74c. \uacf5\uae09\ub9dd \ud68c\ubcf5\uacfc \ud22c\uc790 \uc2e0\ub8b0 \ud68c\ubcf5\uc5d0\ub294 \uc2dc\uac04\uacfc \uc77c\uad00\ub41c \uc815\ucc45\uc774 \ud544\uc694\ud568.<\/p>\n<h4><\/h4>\n<h4><strong>Q5. \uc55e\uc73c\ub85c \uc5b4\ub5bb\uac8c \ub420 \uac83\uc778\uac00?<\/strong><\/h4>\n<p>\ud589\uc815\ubd80\ub294 \uc774\ubbf8 \ud310\uacb0\uc5d0 \ub300\ud574 \ud56d\uc18c\ud588\uc73c\uba70, \ub300\ubc95\uc6d0 \uc81c\uc18c \uc804\uae4c\uc9c0 \uad8c\ud55c\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud55c \uc815\uc9c0\uba85\ub839(stay)\uc744 \ucd94\uac00\ub85c \uc694\uccad\ud560 \uc218 \uc788\uc74c. \ud55c\ud3b8, 6\uc6d4 \uc911\uc21c \uc5f4\ub9b4 G7 \uc815\uc0c1\ud68c\uc758\uc5d0\uc11c\ub294 \ubbf8\uad6d \ubb34\uc5ed \uc815\ucc45\uc758 \ubc29\ud5a5\uc131\uc744 \uae30\ub300\ud588\uc73c\ub098, \ud604\uc7ac\ub85c\uc120 \uadf8 \uae30\ub300\ub294 \ubb34\uc0b0\ub420 \uac00\ub2a5\uc131\uc774 \ud07c.<\/p>\n<p>\ud589\uc815\ubd80\ub294 \uc774 \ud310\uacb0\uc744 \uacc4\uae30\ub85c 232\u00b7301\uc870 \ub4f1 \ub2e4\ub978 \ubc95\ub960\uc744 \ud1b5\ud55c \ub354 \uac15\ud55c \uc870\uce58\ub85c \ub300\uc751\ud560 \uc218 \uc788\uc74c. \ub610\ub294 \uc758\ud68c\ub97c \ud1b5\ud574 \uc0c8\ub85c\uc6b4 \uad00\uc138 \uad8c\ud55c\uc744 \uc785\ubc95\ud654\ud558\ub824 \ud560 \uc218 \uc788\uc73c\ub098, \uc815\uce58\uc801 \uc2e4\ud604 \uac00\ub2a5\uc131\uc740 \ub0ae\uc74c.<\/p>\n<p>\uad6d\uc81c\uc801\uc73c\ub85c\ub294, \ubb34\uc5ed \uc0c1\ub300\uad6d\ub4e4\uc774 \ubbf8\uad6d\uc758 \uc57d\uc18d\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ub97c \uc783\uace0 \ud611\uc0c1\uc5d0 \uc18c\uadf9\uc801\uc774 \ub420 \uc218 \uc788\uc74c. \uad6d\ub0b4\uc801\uc73c\ub85c\ub294, \ud22c\uc790\u00b7\uc18c\ube44\u00b7\uc131\uc7a5\uc744 \uc5b5\ub204\ub974\ub294 \ubd88\ud655\uc2e4\uc131\uc774 \uc9c0\uc18d\ub420 \uac83\uc784.<\/p>\n<p>\uc774\uc81c \ubb38\uc81c\ub294 \ub2e8\uc21c\ud788 \ubc95\uc801 \ucc28\uc6d0\uc774 \uc544\ub2c8\ub77c \uc804\ub7b5\uc801 \ucc28\uc6d0\uc784. \ubbf8\uad6d\uc774 \uacbd\uc81c \uc218\ub2e8\uc744 \ud1b5\ud574 \uad6d\uac00 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub824\uba74, \uba85\ud655\ud558\uace0 \uc77c\uad00\ub41c \uc2e0\ub8b0 \uac00\ub2a5\ud55c \uc815\ucc45 \ud2c0\uc774 \ud544\uc218\uc801\uc784. \uadf8\ub807\uc9c0 \uc54a\uc73c\uba74 \ubd88\ud655\uc2e4\uc131\uc758 \ube44\uc6a9\uc740 \uacc4\uc18d \uc99d\uac00\ud558\uace0, \ubbf8\uad6d\uc758 \uacbd\uc81c\uc801 \ub9ac\ub354\uc2ed\uc740 \uacc4\uc18d \uc704\ud0dc\ub85c\uc6cc\uc9c8 \uac83\uc784.<\/p>\n<p>(1\ub2ec\ub7ec=1375\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud3b8\uc9d1\uc790 \uc8fc: \ub2e4\uc74c \uae00\uc740 \ubbf8\uad6d \uc804\ub7b5\uad6d\uc81c\uc5f0\uad6c\uc18c(CSIS)\uc5d0 5\uc6d4 29\uc77c \uae30\uace0\ub41c \ubd84\uc11d &#8216;\ud2b8\ub7fc\ud504 \uad00\uc138\uc5d0 \ub300\ud55c \ubc95\uc6d0 \ud310\uacb0\uc774 \ubbf8\uad6d \ubb34\uc5ed \uc815\ucc45\uacfc \uacbd\uc81c\uc5d0 \uc758\ubbf8\ud558\ub294 \uac83(What court ruling on Trump&#8217;s tariffs means US trade policy and economy)&#8217; \uc744 \uc694\uc57d \uc815\ub9ac\ud55c \uac83\uc784. 2025\ub144 5\uc6d4 29\uc77c\uc790 \uc5c5\ub370\uc774\ud2b8 \ubbf8\uad6d \uad6d\uc81c\ubb34\uc5ed\ubc95\uc6d0(CIT)\uc774 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 4\uc6d4 2\uc77c\uc790 \u2018\ud574\ubc29\uc758 \ub0a0(Liberation Day)\u2019 \uad00\uc138(\uc0c1\ud638 \uad00\uc138)\ub97c \uc704\ud5cc\uc774\ub77c\uba70 \ubb34\ud6a8\ud654\ud55c \ubc14\ub85c [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":21806,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,609],"tags":[810,5168,3457,214],"class_list":{"0":"post-28833","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-analysis","10":"tag-810","11":"tag-5168","12":"tag-3457","13":"tag-214"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - 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\uc784\uc2dc\ub85c \ub2e4\uc2dc\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sanctionlab.com\/?p=28833\" \/>\n<meta property=\"og:site_name\" content=\"SanctionLab\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-03T21:53:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-12T22:47:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403123659600_n.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"640\" \/>\n\t<meta property=\"og:image:height\" content=\"426\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"\ud0dc\uc0c1\ucca0 \uc120\uc784 \ucee8\uc124\ud134\ud2b8 \ub274\uc695 \uc8fc \ubcc0\ud638\uc0ac\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"\ud0dc\uc0c1\ucca0 \uc120\uc784 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