제01장 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

제1부 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 내부자외부자이론 ··························································································· 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