대한민국 좌파 정책에 관한 해외외신의 비판적 분석 +44 [1]

Correlation Between Fiscal Policy and Exchange Rates (Critical Perspective)

There is widespread analysis suggesting that the large-scale fiscal policies implemented since the inauguration of the Lee Jae-myung administration in June 2025 have exacerbated the weakness of the Korean Won (KRW).

• Formation of Large-scale Supplementary Budgets: The supplementary budget, which included approximately 40 trillion KRW for the "Living Recovery Support Fund" enacted immediately after the administration took office, led to a sharp increase in KRW liquidity. According to economic principles, an excessive increase in the money supply naturally results in the depreciation of the currency's value.
• Expansion of the 2026 Budget: The announcement of an 8.1% year-on-year increase in the 2026 budget has fueled significant concerns over fiscal soundness. This trend is interpreted by the international market as a negative signal regarding South Korea’s sovereign credit rating and the long-term stability of its currency.
• Policy Uncertainty: The market perceives the administration's "distribution-oriented economic vision" and "market-interventionist remarks" as substantial "policy risks." This uncertainty encourages investors to move their capital away from local assets and toward the US Dollar, which is considered a global safe-haven asset.

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