KOCHAM Economic Report ์ œ 2013-10ํ˜ธ KOCHAM February 1, 2013

KOCHAM Economic Report ์ œ 2013-10ํ˜ธ

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โ–ก ๋ฏธ๊ตญ ๊ฒฝ์ œ ๋™ํ–ฅ
1) 1์›”์ค‘ ์‹ ๊ทœ๊ณ ์šฉ 15๋งŒ 7์ฒœ๋ช… ์ฆ๊ฐ€, ์‹œ์žฅ ์ „๋ง์น˜ ํ•˜ํšŒ
2) ์ง€๋‚œํ•ด 12์›”์ค‘ ๊ฑด์„ค์ง€์ถœ ์˜ˆ์ƒ ์ƒํšŒ
3) 1์›”์ค‘ ์ œ์กฐ์—…์ง€์ˆ˜ 9๊ฐœ์›”๋ž˜ ์ตœ๊ณ  ๊ธฐ๋ก
4) ๋ณผ๋ผ๋“œ ์—ฐ์ค€(์„ธ์ธํŠธ๋ฃจ์ด์Šค)์ด์žฌ, ์ง€์†์ ์ธ ๊ฒฝ๊ธฐ ํšŒ๋ณต์„ธ๋กœ QE ๊ฐ์ถ• ํ•„์š” ์‹œ์‚ฌ

โ–ก ํ•ด์™ธ ๊ฒฝ์ œ ๋™ํ–ฅ
1) ๋ธŒ๋ผ์งˆ, 1์›”์ค‘ ๋ฌด์—ญ์ˆ˜์ง€ ์ ์ž ์ตœ๋Œ€ ๊ธฐ๋ก
2) WP, ์ผ๋ณธ ๊ฒฝ๊ธฐ๋ถ€์–‘์ฑ… ์ง€์ (Japan is caught in a stimulus trap)

โ–ก ์‚ฐ์—…โ€ค์‹œ์žฅ ๋™ํ–ฅ
1) ํŠธ์œ„ํ„ฐ ํ•ดํ‚น, 25๋งŒ๋ช… ๊ฐœ์ธ ์ •๋ณด ์œ ์ถœ
2) ์Šค๋งˆํŠธํฐ ์‹œ์žฅ ํ™•๋Œ€๋กœ ๋ฏธ๊ตญ๋‚ด ๋น„๋””์˜ค ๊ฒŒ์ž„ ์‚ฐ์—… ์‚ฌ์–‘ํ™” ์กฐ์ง
3) ็พŽ๋ฒ•๋ฌด๋ถ€, ๋ฒ„๋“œ์™€์ด์ ธ-์ฝ”๋กœ๋‚˜ ํ•ฉ๋ณ‘ ์ œ๋™

 

์ „์ฒด๋‚ด์šฉ ๋‹ค์šด๋กœ๋“œ: KOCHAM Economic Report 2013-10

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