EPISODE · Oct 13, 2025 · 18 MIN
2025년 하반기 주요 경제 및 지정학적 동향 분석
from misc. LM · host m.s.s.
한국은행은 통신요금 일시 할인 효과 소멸 등으로 9월 소비자물가 상승률이 2.1%로 높아졌다고 발표했으며, 미국에서는 예산안 불일치로 인한 연방정부 셧다운 가능성 및 트럼프 행정부 하에서의 상호 관세 문제와 동맹 비용 분담 등 외교적 불확실성이 고조되는 가운데, 높은 레버리지와 밸류에이션으로 인해 미국 증시가 경기 침체 시 큰 폭의 하락 위험에 직면할 수 있다는 시장 분석이 제기되었다
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2025년 하반기 주요 경제 및 지정학적 동향 분석
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