김종찬의 안보경제블로그

Individual investors who bought large amounts of foreign sales to Samsung Electronics increased their dependence on foreign investment (credit transactions) and increased exposure to household debt due to negative outlook reports. The increase in household credit is explosive in the second quarter with an increase of 168.6 trillion won compared to the same period of the previous year due to the ..

Semiconductors, where the money supply is concentrated, declined in May (26%, 20 days) from April (29% YoY increase) in actual export performance, leading to increased dependence on the US, which is a sign of inflation from the US. In April, exports rose 1.2% ($51.2 billion) year-on-year, and imports rose 33.9% ($50.8 billion), which led to the weakening of semiconductors' leadership, led by US-..