최근 유로지역 경제동향 및 전망(2025.1월)

<a href="https://www.bok.or.kr/portal/bbs/P0002226/view.do?nttId=10089720&searchCnd=1&searchKwd=&depth2=200699&depth2=201156&depth2=200080&date=&sdate=&edate=&sort=1&pageUnit=10&depth=200699&depth=201156&depth=200080&pageIndex=1&programType=newsData&menuNo=200083&oldMenuNo=201150" target="_blank" class="ke-link">최근 유로지역 경제동향 및 전망(2025.1월)</a>등록일2025.02.11조회수367키워드<a style="color: #666666; background-color: #ffffff;" href="https://www.bok.or.kr/portal/search/search/main.do?menuNo=201693&query=%EB%8F%99%ED%96%A5%EB%B6%84%EC%84%9D" target="_blank" class="ke-link">동향분석</a> <a style="color: #666666; background-color: #ffffff;" href="https://www.bok.or.kr/portal/search/search/main.do?menuNo=201693&query=%EC%9C%A0%EB%A1%9C%EC%A7%80%EC%97%AD" target="_blank" class="ke-link">유로지역</a> <a style="color: #666666; background-color: #ffffff;" href="https://www.bok.or.kr/portal/search/search/main.do?menuNo=201693&query=%EA%B2%BD%EC%A0%9C%EB%8F%99%ED%96%A5" target="_blank" class="ke-link">경제동향</a>담당부서프랑크푸르트사무소(49-69-7434-870)첨부파일첨부파일<ul style="list-style-type: disc;" data-ke-list-type="disc"><li><a style="color: #000e33;" href="https://www.bok.or.kr/fileSrc/portal/e786637f8ada408080dfb2d58972f62a/1/57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" target="_top" class="ke-link">[동향분석] 최근 유로지역 경제동향 및 전망(2025.1월)_프랑크푸르트사무소.pdf</a><a style="color: #000e33;" href="https://www.bok.or.kr/fileSrc/portal/e786637f8ada408080dfb2d58972f62a/1/57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" target="_top" class="ke-link">다운로드</a><a style="color: #000e33;" href="https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" target="_blank" class="ke-link">뷰어</a></li></ul> <a href="https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" target="_blank" class="ke-link">https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf</a><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="PDF.js viewer" data-og-description="Choose an option Alt text (alternative text) helps when people can’t see the image or when it doesn’t load. Cancel Save" data-og-host="www.bok.or.kr" data-og-source-url="https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" data-og-url="https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" data-og-image="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png"><a href="https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf" target="_blank" data-source-url="https://www.bok.or.kr/static/jslibrary/pdfjs/viewer.html?file=%2FfileSrc%2Fportal%2Fe786637f8ada408080dfb2d58972f62a%2F1%2F57dfa274c8d94cbfb1cb8c6cd56c599d.pdf"><div class="og-image"><img class="thumb_img" src="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png" alt="" xxonerror="this.src="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png""></div><div class="og-text">PDF.js viewerChoose an option Alt text (alternative text) helps when people can’t see the image or when it doesn’t load. Cancel Savewww.bok.or.kr</div></a></div> (실물경제) PMI(전산업)가 3개월만에 기준치(50)를 상회하는 등 완만한 회복 흐름을 보였으며, 물가는 오름세가 소폭 확대* * 에너지 물가 상승 등으로 4개월 연속 물가 오름세가 확대 ⇒ 성장은 2025년중 내수 중심의 완만한 회복세가 예상되나, 최근 성장률 정체, 주요 기관들의 성장률 전망치 하향 조정 등 회복 지연에 대한 하방 리스크가 잔존하고 있으며, 물가는 완만한 오름세 둔화 기조 속 에서 일정 범위 내 등락할 전망  (금융시장) 금리(국채[10년])는 미 국채금리의 영향 등으로 소폭 상승, 주가는 유로지역 PMI 개선, 미국의 보편관세 부과 우려 완화 등으로 큰 폭 상승, 유로화는 미 달러화 대비 보합 ⇒ 투자은행들은 독일 국채금리 전망치를 직전 전망보다 상향 조정하였으며, 미 연준과 ECB간 금리차 확대 전망 등을 반영하여 유로화 환율(달러/유로) 약세를 전망