김종찬의 안보경제블로그

Until September 20 of this year, the trade deficit was $29.213 billion, and securities companies estimated the average annual trade deficit this year to be $28.17 billion, a strong dollar trend, and the exchange rate was estimated at an average of 1422.7 won. From September 1 to 20, exports amounted to 32.958 billion dollars, down 8.7% from the same period of the previous year, and imports were ..

The cash balance of international fund managers rose to the highest level in 20 years, reaching a '15% weight' in their portfolios. "Cash is now becoming a viable asset class because of what's happening with interest rates," said Paul Nolt of Kingsview Investment Management. he told Reuters. Regarding his high holdings on cash, he said, "It gives me a chance to look around the financial markets ..

The Korean economic system repeats sharp fluctuations in the price index of US inflation, showing a telephoto effect, in which fluctuations gradually increase. On the 13th, the day before the release of the US CPI, Samsung Electronics rose by 4.5% when the Wall Street forecast came out as a decline from the price point. The Korean economy, which relies on Samsung Electronics' stocks, continued t..

After Bloomberg published an article warning of further erosion of Asian assets, Bank of Korea Governor Chang-yong Lee said in an interview with Bloomberg TV that “there is no exchange rate target,” and the won depreciated significantly. "Asia assets are leaning towards hawkish at the Jackson Hole Symposium following the Fed, and investors are seeking refuge," Bloomberg said. It warns of the lon..

The Asian Development Bank diagnosed Korea's high inflation and low growth in Asia as worse next year, and Korea's trade deficit is getting bigger under the strong dollar system. ADB revised its forecast for April in its 'Asia Economic Outlook (ADO) Supplement' on the 21st, maintaining a growth rate of 2.6% for Korea next year and raising the inflation rate from 2% to 3%. In China, the inflation..

The gap with the US price index widened further as the Bank of Korea raised the interest rate by 0.5%p and adhered to the method of excluding the consumer price index for self-living costs. The US Federal Reserve expects higher housing costs to continue to push inflation this year, with higher housing prices being the biggest factor in controlling interest rate hikes. "Rising housing costs are e..

In the US, the stock market plunged as investment losses continued to pile up, while in Korea, the government still maintained a 'wait-and-see' stance on the government's 'expectation for price point'. At an emergency macroeconomic and financial inspection meeting on the 13th, the government said, "The skeptical view of the global inflation peak theory has expanded." It increased volatility.” Th..

International financial institutions have been unveiling their prospects for a bigger recession next year in response to interest rate hikes in response to inflation. The World Bank, in a report released on the 27th, said that food and energy prices, which soared in the Ukraine war, will be maintained for the next three years, and that the global economy is highly likely to undergo stagflation i..

The Bank of Korea (BOK) raised the US interest rate in May and announced industrial restructuring with a $95 billion tightening diagnosis in August due to strong austerity in the sale of mortgage-backed securities (MBS) in the second half of the year. The Wall Street Journal predicted on the 25th that, according to an expert survey, Korea's GDP growth rate in the first quarter was 0.6% compared ..

The KRW/USD rate rose 9.2% in January and the consumer price rose 3.6% YoY, 2.5 times higher, suggesting a 4% rise in February prices. The U.S. trade deficit rose 26.9% year-on-year in January to a record $859.1 billion. Korea's import surge is expected to increase inflation and trade deficits due to economic stimulus strengthening policies, as imports of crude oil, gas and coal in January of $1..