G2 이어 신흥국까지… 대외 악재 몰려온다



' ġ ߴµ dz ´'.

ֱ ѱ ѷ Ȳ ϸ ̿ .

ѱ ȸ ϱ⿡ ѵ 2008 ϴ G2(ֿ 2) ̱ ߱ ̸鼭 ûŸ ִ.

̱ ȭ ⱸ Ȯ ߱ ɼ Ŵ տ ƸƼ Ű ﱹ 鸮鼭 ұԸ ѱ ǿ ɼ ǰ ִ.

ڸ ⱸ Ը Ȯ뿡 ˰

28 ū ̱ ȭ ⱸ, ۸ Ը Ȯ.

۸̶ ȭ å(߾ ξ ä ϰų ȭ 忡 Ǫ å) ϴ ̴.

Ž ǥ Ȯ ̱ ȸ(FOMC) 1 ȭ Ը 100޷ ̰ ִ.

28~29 FOMC ̱ ۸ Ը 200޷ 100޷ ø ɼ ǰ ִ.

̱ ȭ Ҵ 2008 ã ﱹ ڱ ȭ ̱ ä ڻ ȸϴ Ͱǰ ִ.

Ȳ ƸƼ Ű Ϻ ﱹ ڱ Żϰ ̷ ﱹ ȮǸ ѱ ܰ ٴ м ´.

2 ̱ äѵ 忡 ȮǼ ŷеȴ.

̱ ġ Ѵٸ ä ѵ ̱ ε ¸ ° ȴ.

Ϻ ƺͽ ɼ ǹ Ӿ ǰ ִ.

Ϻ ϴ Ȳ  Ŀ ̴.

4 ȿǴ Һ λ Ŵ ǰ ִ. Ϻ ⱸ  ȭ ̷ Ϻ ֱ ̴.

ɼ ߴ

ǥ ¿ϴ ̱ ȭ ⱸ ̸鿡 ߱ ڸϰ ִ.

߱ 2008 ̱ ֿ Ȳ 踦 ϴ ̷ Ǹ鼭 ﱹ ߽ ǰ ִ.

ħü  Ȳ ̶߱ ߸ ߻ ̶ ̴.

߱ 7.5% ߴ. 2012⿡ 8% 2 7%뿡 ӹ ִ.

ֱٿ 1 üⰡ 6 ౹ 鼭 忡 ִ.

() ΰ ' ' ' ' , ϸ鼭 ص ƴٴ ̴.

߱ ΰ ä ϰ '׸ڱ'(Shadow Banking) ͵ ҾȰ 帮 ִ.

48õ޷ ̸ ׸ڱ ο ȸ , Źȸ硤硤 ױ׸ н ſ ȴ.

ƸŰۡ ﱹ ⵵

̱ ȭ ߱ ȭ 忡 ڻ ȣ Ǹ鼭 ƸƼ Ű ϰ ִ.

2008 ã ﱹ ڱ ̱ ä ȭ ڻ ȸϸ鼭 ﱹ 忡 ް ڱ Ż Ȳ ̴.

2001 Ʈ(ä) ϸ ε ¸ ƸƼ 23Ͽ ȭ ġ 11.7% ޶ϸ鼭 2002 ִ ߴ.

Ű ְ ϶, ȭ , CDS äݸ Ȳ ް ִ.

ũ̳, ׼, īȭ, ĥ, ﱹ ± ε׽þ, ε ƽþ ﱹ ɼ ִ зȴ.

̵ ȭ 뼱Ѽ յΰ ־ ġ ȮǼ ġ ʴ.

δ ̵ Ҿ ü ﱹ Ȯȴٸ ѱ ִٰ 忡 ͸ ̰ ִ.

Ư ﱹ Ҿ ѱ ֿ ⱹ ϳ ƽþƱ(ASEAN) ⿡ ĥ ִ.

δ Ҿ ߻ϸ ƾ ÷ żӡϰ ϱ ߴ.

ƽþƱȸ "ѱ ܱä ۾ ϴ"鼭 "ٸ Ϲݱ ȭ پ ѱ Ȳ ִ" ߴ.

ż к "ֱ Ͻ д "鼭 " Ŵ ս ߰ ߻° ߻ 1997̳ 2008 Ȳ ƴ " ߴ.


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