이게 국장의 최대 변수로 보입니다ㅠㅠ
10년물 금리도 기름값도 괜찮은데,
환율이 진짜 미쳤습니다…
전체적으로 환율로 인한 인플레이션을 막을 수 없는 상태인듯 합니다..
코스피가 너무 오른 댓가라는 얘기도 있고 (리밸런싱이 느려지면서 환전금액이 커진탓)
그 전부터 밑밥을 잘 깔았어야했는데 이미 눈덩이 처럼 불어난 현재로서는 환율을 잡을만한 방도가 전혀 안보입니다.
This appears to be the director's biggest variable ㅠㅠ
The 10-year bond rate and oil prices are fine, but the exchange rate is absolutely crazy...
Overall, it seems like there's no way to prevent inflation driven by the exchange rate. Some people also say it's the price of KOSPI rising too much (rebalancing has slowed, causing larger foreign exchange flows). We should have laid better groundwork from the start, but now that everything has already snowballed like this, I don't see any way to control the exchange rate.
Ini tampaknya menjadi variabel terbesar ㅠㅠ
Suku bunga obligasi 10 tahun dan harga minyak masih baik saja,
Tapi nilai tukar benar-benar sudah gila…
Secara keseluruhan, sepertinya kita tidak bisa mencegah inflasi akibat nilai tukar..
Ada juga yang mengatakan KOSPI naik terlalu tinggi dengan harganya (karena rebalancing melambat, jumlah transfer valuta membesar)
Seharusnya sudah menyiapkan landasan dengan baik sejak awal, tapi dalam keadaan yang sudah membengkak seperti bola salju sekarang, tidak ada cara sama sekali untuk mengendalikan nilai tukar.
06. 24