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Monthly Economic Trends KDI Monthly Economic Trends 2026. 1 January 08, 2026

Monthly Economic Trends

Monthly published report on the analysis and forecast of the Korean economy based on domestic and foreign macroeconomic statistics.

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KDI Monthly Economic Trends 2026. 1
January. 08. 2026
Summary
Overall production in the Korean economy continues to expand at a modest pace, underpinned by improving consumption, even as weakness in construction persists and manufacturing undergoes some adjustment.
     
  Construction activity remains in sharp contraction and continues to act as a primary constraint on the pace of economic recovery.
 
  Semiconductor-related export values maintain strong growth amid favorable market conditions; however, this performance largely reflects sharp price increases, while previously elevated production growth has moderated.
     
  - Meanwhile, as production outside the semiconductor sector sustains only modest growth, manufacturing business sentiment remains at low levels.
   
  However, consumption continues to improve, with retail sales maintaining modest growth and services production showing signs of recovery.
     
  - The Composite Consumer Sentiment Index (CCSI) remains at a relatively elevated level, while business sentiment in non-manufacturing sectors continues to improve.
     
  - Despite ongoing weakness in construction and manufacturing, growth in the number of employed persons has edged up slightly, led by services.
Contents
Major Economic Indicators

Summary and Assessment

Major Indicators of the Korean Economy
 1. Gross Domestic Product(at 2020 Constant Prices)
 2. Economic Activity
 3. Consumption
 4. Equipment Investment
 5. Construction Investment
 6-1. Exports, Imports and Terms of Trade
 6-2. Current Account and Financial Account
 7. Employment and Wage
 8. Price Indices
 9-1. Financial Market (I)
 9-2. Financial Market (II)
 10. Housing Market
 11-1. Major Indicators of the World Economy (I)
 11-2. Major Indicators of the World Economy (II)
국내총생산 및 국내총소득의 성장률(2020년 불변가격) Growth Rates of GDP and GDI (at 2020 Constant Prices)
그래프 영역입니다. 그래프
민간소비 및 고정투자(2020년 불변가격) Growth Rate of Private Consumption and Fixed Investment(at 2020 Constant Prices)
그래프 영역입니다. 그래프
총수출 및 총수입 Total Imports and Exports
그래프 영역입니다. 그래프
외국인 순매수 Foreign Investors’ Net Purchase of Stocks
그래프 영역입니다. 그래프
기업대출 Bank Loans to Corporations
그래프 영역입니다. 그래프
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