다양한 관점/통계로 경제문제를 분석하는 김광수경제연구소

오늘자, [<span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: Dotum,돋움,sans-serif; font-size: 12pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">＜글로벌 경제이슈 17-21> FRB의 과잉금융 축소 결정과 배경]을 봤습니다.<span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"> <span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: Dotum,돋움,sans-serif; font-size: 12pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">다양한 시각과 통계가 나왔더군요.<span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"> <span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">이 보고서에선 FRB가 달러 실효환율, 실업과 고용, 물가, 금리, 미국 부동산 시장 동향을 종합적으로 고려하여 정책을 하고 있다고 설명합니다.<span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"> <span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Dotum,돋움,sans-serif; font-size: 12pt; font-style: normal; font-weight: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">- FF금리<br style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Dotum,돋움,sans-serif; font-size: 12pt; font-style: normal; font-weight: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">- 실업과 취업<br style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Dotum,돋움,sans-serif; font-size: 12pt; font-style: normal; font-weight: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">- 달러 실효환율<span class="text_exposed_show" style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; display: inline; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"> - 10년 만기 미국채 수익률 - 기대인플레와 실제인플레, 근원물가 - 다우지수 - 중고주택가격, 신규주택가격, 신규주택 월별 판매량<span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span class="text_exposed_show" style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; display: inline; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"> <span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span class="text_exposed_show" style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; display: inline; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">이런 설명이 정확한지 그렇지 않은지 전문가가 아닌 제가 뭐라고 판단하지는 못 하겠습니다.<span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span class="text_exposed_show" style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; display: inline; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"> <span style="text-align: left; color: rgb(51, 51, 51); text-transform: none; text-indent: 0px; letter-spacing: -1px; font-family: 굴림, gulim, tahoma, sans-serif; font-size: 14pt; font-style: normal; word-spacing: 0px; float: none; display: inline !important; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span class="text_exposed_show" style="color: rgb(29, 33, 41); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-weight: normal; word-spacing: 0px; display: inline; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;">다만, 증권사 애널리스트들의 이해도 가지 않는 보고서 보다는 훨씬 이해하기 쉽고, 다양한 관점/통계에서 분석한 보고서라는 것은 확실히 알겠습니다.