1월경제 무역적자 외국인 증시이탈 노동고령화 강세

Trade deficit widens in January, foreign

1월 경제가 무역적자가 커지며 외국인의 증시이탈과 노동층 고령화에 고물가 체제가 강해졌다.

무역수지가 1월에 48억9천만달러 적자로 지난해 12월에 이어 연속 적자이다.

외국인 투자는 1월에 상장주식 1조6천770억원을 순매도했고, 코스닥 시장에서 2조3천60억원 순매도에 코스피 시장 6천290억원 순매수를 보였다.

1월 고용 통계는 60대에서 52만2천명, 20대 27만3천명, 50대 24만5천명 증가했으나, 30대 40대 고용률은 전년동기 2.3%P 1.9%P 하락에서 각각 1.8%P 1%P 상승에 그쳤다.

1월 고용은 정부 지원의 보건 사회복지 25만명이 주도하고, 숙박 음식점 12만8천명, 운수창고 12만1천명 증가이나. 도소매업 –5만6천명 협회 수리 개인서비스 –2만1천명 금융보험 –1만5천명 등의 감소 패턴을 반복했다.

통계청 ‘1월 고용’은 취업자 2천695만3천명에 비경제활동 1천710만4천명, 지난해 1월 –98만2천명 급감에서 113만5천명 증가로 15만3천명 증가에 그쳤다.
무역수지는 지난해 12월 4억5200만달러 적자에서 1월에 48억9천만달러 적자로 확대됐다.

산업통상자원부 집계는 이달 10일까지 수출액 157억달러가 전년동기에서 12.6% 감소하고, 수입액 192억달러에 5억달러 무역적자로 전년동기 26억달러 적자에서 적자폭이 커졌다.

수입액 증가와 달리 수출 감소는 1월 15.2% 증가율에서 지난해 10월(24.2%), 11월(31.9%), 12월(18.3%) 등으로 축소이다.

에너지경제연구원은 15일 보고서로 "에너지 수입액이 지난해 1360억달러로 국가 총수입액의 22.1%이며 국제 에너지가 상승이 2개월 연속 무역수지 적자 원인"이라며 “러시아산 석유가스의 대규모 공급 중단 상황 악화 경우 최대 150달러 수준까지 상승해 국내 발전용 LNG 가격 뛸 것”으로 밝혀, 전기료 상승을 예고했다.

금융감독원은 '1월 외국인 증권투자 동향'에서 외국인이 상장주식 1조6천770억원을 순매도했고 상장채권 6조7천510억원 순매수에 3조780억원 만기상환으로 총 3조6천730억원 순투자라며 “외국인은 채권시장에서 작년 1월 순투자 전환 이후 기조 유지”라고 14일 밝혔다.

1월 수입물가지수는 132.27로 전년동기대비 30.1%, 전월대비 4.1%,상승해 지난해 3월부터 11개월 연속 상승이다. kimjc00@hanmail.net

Trade deficit widens in January, foreigners leave the stock market, and older workers are strong

In January, the trade deficit grew in the economy, and the high price system was strengthened due to foreigners leaving the stock market and an aging workforce.

The trade balance recorded a deficit of $4.89 billion in January, the consecutive deficit following December of last year.

Foreign investors net sold 1.67 trillion won of listed stocks in January, and net sold 2.6 trillion won in the KOSDAQ market and net bought 629 billion won in the KOSPI market.

The employment statistics for January increased by 522,000 people in their 60s, 273,000 people in their 20s, and 245,000 people in their 50s. It only increased by %P.

Employment in January was led by government-funded health and social welfare by 250,000, while accommodation and restaurants increased by 128,000 and transportation depots by 121,000. Wholesale and retail business – 56,000 people, association repair, personal service – 21,000 people, financial insurance – 15,000 people, etc., repeated the pattern of decline.

Statistics Korea's 'January Employment' showed only an increase of 153,000 people, with 26,953,000 employed and 17.1 million inactive, and 1,135,000, up from a sharp decline of -982,000 in January last year. Balance of Trade expanded from a deficit of $452 million in December last year to a deficit of $4.89 billion in January.

According to the Ministry of Trade, Industry and Energy, as of the 10th of this month, exports of $15.7 billion fell 12.6% from the same period of the previous year, and imports amounted to $19.2 billion and a trade deficit of $500 million.

Contrary to the increase in imports, the decrease in exports decreased from an increase of 15.2% in January to October (24.2%), November (31.9%), and December (18.3%) of last year.

In a report on the 15th, the Korea Energy Economics Research Institute said, "Energy imports amounted to $136 billion last year, 22.1% of the country's total imports. The price of LNG for domestic power generation will rise to the level of $150,” he said, heralding an increase in electricity prices.

According to the Financial Supervisory Service's 'January Foreign Securities Investment Trend', foreigners net sold 1.67 trillion won of listed stocks, net purchases of 6.751 trillion won of listed bonds and redemption of 3.78 trillion won, for a total of 3.673 trillion won. He said on the 14th that he said, "Foreigners have maintained the trend since the net investment in the bond market in January last year."

The import price index for January was 132.27, up 30.1% from the same period of the previous year and 4.1% from the previous month, which is the 11th consecutive month of increase since March of last year.

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