목 차

<FOCUS>글로벌 금융위기의 영향 및 전망 ······································ 1

요 약 ····································································································· i

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

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

2. 주요국 경제 ················································································ 8

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

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

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

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

4. 대외거래 ···················································································· 39

5. 통화량 및 자금흐름 ································································· 44

Ⅲ. 금융시장동향 ······························································· 47

1. 주식시장 ···················································································· 47

1) 국내주식시장 ·········································································· 47

2) 해외주식시장 ·········································································· 57

2. 외환시장 ···················································································· 59

1) 환율동향 ················································································· 59

2) 외환거래동향 ·········································································· 62

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

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3. 채권시장 ···················································································· 67

1) 국내채권시장 ········································································ 67

2) 해외채권시장 ·········································································· 76

4. 대체투자시장 ············································································ 78

1) 부동산 직접투자시장 ····························································· 78

2) 부동산 간접투자시장 ····························································· 82

3) 해외 벤쳐캐피탈시장 ····························································· 83

Ⅳ. 연기금동향 ··································································· 86

1. 해외연기금 동향 ?스웨덴의 연금재정 자동안정화장치?······· 86

2. 국내공적연기금 동향 ······························································· 97

1) 국민연금 ················································································· 97

2) 공무원연금 ············································································ 102

3) 사학연금 ················································································ 105

3. 국내 퇴직연금 및 개인연금동향 ··········································· 109

1) 퇴직연금 ················································································ 109

2) 개인연금 적립금 현황 및 추이 ··········································· 118

참고자료 ····························································································· 121