[ 차례 ] 

주요 경제지표 Major Economic Indicators

요약 및 평가 Summary and Assessment

경제동향 주요지표 Major Indicators of the Korean Economy
1. 국내총생산(2015년 불변가격) ························································································· 33
Gross Domestic Product (at 2015 Constant Prices)
2. 경기 ······································································································································ 35
Economic Activity
3. 소비 ······································································································································ 37
Consumption
4. 설비투자 ······························································································································ 39
Equipment Investment
5. 건설투자 ····························································································································· 41
Construction Investment
6-1. 수출, 수입 및 교역조건 ··································································································· 43
Exports, Imports and Terms of Trade
6-2. 경상수지 및 금융계정 ······································································································ 45
Current Account and Financial Account
7. 고용 및 임금 ····················································································································· 47
Employment and Wage
8. 물가 ····································································································································· 49
Price Indices
9-1. 금융시장 (I) ······················································································································· 51
Financial Market (I)
9-2. 금융시장 (II) ······················································································································ 53
Financial Market (II)
10. 부동산시장 ························································································································· 55
Housing Market
11-1. 세계경제 동향 (I) ·············································································································· 57
Major Indicators of the World Economy (I)
11-2. 세계경제 동향 (II) ············································································································· 59
Major Indicators of the World Economy (II)

[ 요약 ] 

최근 우리 경제는 수출이 위축된 가운데 내수도 둔화되면서 경기 부진이 지속되는 모습

대외여건 악화에 따른 수출 부진으로 제조업 경기가 위축되고 있음.

╺ 수출은 지역별로는 대중국 수출을, 품목별로는 반도체를 중심으로 부진이 지속됨.

╺ 이에 따라 제조업은 반도체를 중심으로 생산이 대폭 감소하고 재고는 급증하는 등 위축된 모습을 보임.

╺ 제조업의 부진으로 설비투자가 감소하고 고용 증가세는 둔화됨.

금리인상의 영향이 점차 파급되며 소비와 건설투자도 부진한 모습
╺ 소비는 소매판매의 부진이 이어지고 서비스업생산 증가세가 약화되는 등 점차 둔화되고 있음.

╺ 고금리 기조에 따른 부동산경기 하락으로 건설투자도 부진한 흐름을 보임.

한편, 중국의 리오프닝에 따른 경기 회복에 대한 기대로 심리지수가 개선되고는 있으나, 실물지표는 여전히 부진한 상황
╺ 중국의 리오프닝 이후 서비스업을 중심으로 경기 회복에 대한 기대가 반영되며 대내외 서비스업 관련 심리지수가 개선됨.

╺ 그러나 對중국 수출이 여전히 위축되어 있고 중국 실물지표의 부진이 지속되는 등 중국의 리오프닝의 실물경기에 대한 긍정적 영향은 아직 가시화되지 않음.