제0 1장 거시경제학의 기초 2 1-1 거시경제학의 기초 ·································································································· 3 1-2 장기와 단기의 비교 ································································································· 6 1-3 실질변수와 명목변수의 비교 ·················································································· 7 1-4 고전학파와 케인즈학파의 비교 ··············································································· 9 1-5 거시경제학에서 등장하는 3가지 역설 ································································· 23 제 1부 거시경제학의 기본모형 27 제02장 IS-LM 모형(총수요 분석) 28 2-1 IS곡선 ···················································································································· 29 2-2 LM곡선 ·················································································································· 33 2-3 IS-LM 동시균형 ··································································································· 38 2-4 인플레이션 기대를 고려한 IS-LM 모형 ····························································· 40 제03장 AS-AD 균형 42 3-1 AD곡선의 도출 ····································································································· 43 3-2 AS곡선의 도출 ····································································································· 46 3-3 단기적 균형과 장기적 균형 ·················································································· 53 제2부 정책효과의 분석 63 제04장 경제 안정화 정책의 기본 64 4- 1 총수요 관리정책 일반론 ······················································································· 65 4-2 재정정책과 통화정책의 상대적 유효성 ································································ 71 제05장 재정정책(Fiscal Policy) 76 5-1 구축효과 ················································································································· 77 5-2 리카도 대등정리 ···································································································· 79 5-3 재정적자와 정부부채, 재정준칙 ············································································ 84 제06장 통화정책(Monetary Policy) 88 6- 1 통화정책의 수단 ···································································································· 89 6-2 중간목표 논쟁 ········································································································ 90 6-3 정책효과의 전달경로 ····························································································· 93 6-4 물가안정 목표제 ·································································································· 100 6-5 중간목표전략과 정보변수전략 ············································································ 102 6-6 선제적 정책의 필요성 ························································································· 105 6-7 테일러 준칙 ········································································································· 106 6-8 자산시장과 통화정책 ··························································································· 109 6-9 자산시장과 일본의 장기불황 ·············································································· 111 6-10 최적정책의 비일관성 문제 ················································································ 113 제3부 실업과 인플레이션 119 제07장 실업과 실업률 120 7-1 실업의 종류와 개념 ···························································································· 121 7-2 자연실업률 논의 ·································································································· 125 7-3 우리나라의 실업률 통계 ····················································································· 131 제08장 인플레이션 134 8-1 인플레이션 ··········································································································· 135 8-2 인플레이션과 이자율 ··························································································· 139 8-3 인플레이션 조세 ·································································································· 142 제09장 필립스 곡선 144 9- 1 필립스 곡선의 도출 ···························································································· 145 9-2 학파별 필립스 곡선 논의 ··················································································· 147 제4부 거시경제학의 미시적 기초 157 제10장 소비함수 158 10-1 소비함수의 일반론 ···························································································· 159 10-2 생애소득이론 ······································································································ 163 10-3 항상소득이론 ······································································································ 166 10-4 소비의 과잉민감성 및 과잉둔감성 현상 ·························································· 171 10-5 불확실성과 소비 ································································································ 173 제11장 투자함수 176 11-1 투자 일반론 ······································································································· 177 11-2 순현재가치법과 내부수익률법 ·········································································· 179 11-3 자본의 사용자비용 모형 ··················································································· 182 11-4 다기간 최적화 원리에 의한 투자이론 ······························································ 185 11-5 토빈의 ?이론 ····································································································· 187 11-6 불확실성과 투자 ································································································ 189 11-7 신용제약과 투자 ································································································ 191 제12장 노동시장 194 12-1 다기간 최적화에 의한 노동시장 분석 ······························································ 195 12-2 새케인즈학파의 경직성 모형 ············································································ 199 12-3 효율성 임금 모형 ······························································································ 200 12-4 내부자외부자 이론 ··························································································· 203 12-5 암묵적 고용계약 모형 ······················································································· 205 제13장 화폐와 금융 208 13-1 화폐시장의 기초 ································································································ 209 13-2 화폐시장의 균형(단기vs장기) ·········································································· 211 13-3 화폐수량설 ········································································································· 214 13-4 Baumol과 Tobin의 현금재고관리 모형 ······················································ 217 13-5 Tobin의 포트폴리오 모형 ··············································································· 220 13-6 화폐공급의 분석 ································································································ 223 13-7 하이퍼인플레이션과 뱅크런 ·············································································· 226 13-8 통화증가율 변화와 인플레이션 ········································································· 230 13-9 이자율의 만기구조와 수익률 곡선 ··································································· 233 13-10 이자율의 위험구조 ··························································································· 238 제5부 국민경제의 동태적 변화 241 제14장 경기변동이론 242 14- 1 경기변동론 개관 ································································································ 243 14-2 화폐적 경기변동이론 ························································································· 246 14-3 실물적 경기변동이론 ························································································· 248 14-4 RBC의 주요 논쟁사항 ····················································································· 255 14-5 새케인즈학파의 경기변동이론 ·········································································· 259 제15장 경제성장이론 262 15-1 경제성장 일반론 ································································································ 263 15-2 솔로우 성장모형 ································································································ 264 15-3 내생적 성장모형 ································································································ 274 제6부 개방거시경제론 283 제16장 국제금융론 284 16- 1 개방경제의 거시적 분석의 기초 ······································································· 285 16-2 환율 변화와 경상수지 ······················································································· 292 16-3 환율결정이론 ······································································································ 295 16-4 IS-LM-BP 모형(먼델-플레밍 모형) ······························································· 301 16-5 국가간 정책효과의 파급과 협조 ······································································· 310 16-6 삼각의 딜레마(불가능성 정리) ········································································· 313 16-7 크루그먼의 DD-AA 모형(일반균형 모형) ······················································ 316 16-8 IS-LM-IRP 모형 ······························································································ 321 16-9 외환시장 개입의 효과 및 한계 ········································································ 323 16-10 자본자유화의 효과 ··························································································· 328 16-11 금융시장에 대한 외국자본 유입 문제 ···························································· 332 16-12 최적통화지역 논의 ··························································································· 336

제6판 1 기존의 설명과 표현 중 자연스럽지 못하거나 전달이 명확하지 않은 부분을 수정하고 보완하였다. 2 이론의 각 주제별로 수록된 예제들을 삭제하여 이론 중심의 수험서가 되도록 하였다. 3 이론의 각 주제별로 서두에 대표적 기출문제를 배치함으로써 이론 학습의 방향성을 잃지 않도록 하였다. 또한 각 기출문제의 해설을 별도로 모아두어 학습의 효율성을 높이고자 했다. 4 기존의 이론 주제 중에서 출제 빈도가 낮은 내용들은 개정 과정에서 삭제하였다. 이런 부분들은 수업을 통해 보충할 예정이다. 5 국제경제학 분야를 국제무역론과 국제금융론으로 분리하여 각각 미시경제학과 거시경제학에 포함시켰다. 6 이론의 설명만으로는 학습하기 어려운 내용들은 예제를 통해 학습할 수 있다고 생각하여 제5판에 관련 중요 예제들을 함께 수록하였는데, 이것이 수험생들에게 막연한 분량 부담을 준 듯하다. 이번 개정작업에서 예제들을 덜어내어 책을 가볍게 만들고자 했으며, 학습에 필요한 예제들은 수업용 부교재 형태로 제공할 예정이다. 2022년 6월 편저자 황종휴