목 차
 

<FOCUS>유가급등 원인과 전망 ·························································· 1
 

[요 약] ···································································································· ⅰ
 

Ⅰ. 해외경제동향 ··································································· 1

1. 세계경제 ························································································· 1

2. 주요국 경제 ···················································································· 7

Ⅱ. 국내경제동향 ······························································· 26

1. 경제성장 ······················································································· 26

2. 산업 및 고용 ················································································ 28

3. 물가 ······························································································ 35

4. 대외거래 ······················································································· 40

5. 통화량 및 자금흐름 ····································································· 45

Ⅲ. 금융시장동향 ································································· 48

1. 주식시장 ······················································································· 48

1) 국내주식시장 ·············································································· 48

가. 상장주식총괄 ········································································· 48

나. 매매동향 ················································································ 50

다. 투자여건 ················································································ 51

라. 수익성 분석 ·········································································· 53

마. 파생상품시장 ········································································· 56

2) 해외주식시장 ·············································································· 58

가. 주요국 주가지수 동향 ·························································· 58

- ii -

2. 외환시장 ······················································································· 60

1) 환율동향 ····················································································· 60

2) 외환거래동향 ·············································································· 63

3) 외환보유액 ················································································· 66

3. 채권시장 ······················································································· 68

1) 국내채권시장 ············································································ 68

2) 해외채권시장 ·············································································· 82

4. 대체투자시장 ················································································ 85

1) 부동산 직접투자시장 ································································· 85

2) 부동산 간접투자시장 ································································· 88

3) 해외부동산시장 ·········································································· 89

Ⅳ. 연기금동향 ····································································· 92

1. 해외연기금 동향 ·········································································· 92

2. 국내공적연기금 동향 ································································· 103

1) 국민연금 ··················································································· 103

2) 공무원연금 ················································································ 108

3) 사학연금 ··················································································· 111

3. 국내 퇴직연금 및 개인연금동향 ················································· 115

1) 퇴직연금 ··················································································· 115

가. 적립금 규모 (운용관리계약 기준) ····································· 115

나. 적립금 운용현황 ································································· 117

다. 가입자 현황 ········································································· 118

라. 계약체결 현황 (계약건수 기준) ········································· 120

마. 도입사업장 현황 (지방관서 규약신고 기준) ····················· 122

2) 개인연금 적립금 현황 및 추이 ··············································· 124

참고자료 ······························································································· 127