Monthly Economic Trends KDI Monthly Economic Trends 2026. 2 February 09, 2026
- Summary
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■ The Korean economy continues to register a moderate expansion in overall output, led by the service sector amid a gradual improvement in consumption conditions. ○ Investment remains subdued, but exports―led by semiconductors―continue on a modest upward path, alongside a gradual recovery in consumption. - The value of construction completed remains subdued, as activity continues to be weighed down by weakness in regional real estate markets, despite some easing in the pace of decline; equipment investment also continues to contract. - Export volumes increase at a more moderate pace, while export values rise sharply, reflecting a surge in semiconductor prices. - Consumption continues to recover from earlier weakness, supported by rising household income and the cumulative impact of interest rate cuts, with consumer sentiment staying elevated. ○ On the production side, the continued recovery in the service sector supports a moderate increase in all-industry production. - Improvements in consumption translate into relatively solid growth across most service industries. - Manufacturing production declined slightly, as automobile output weakened following U.S. tariff measures, while semiconductor production remained somewhat constrained by supply limitations despite a surge in demand. ○ At the same time, external uncertainty intensifies somewhat, reflecting the risk of additional U.S. tariff hikes and increased volatility in oil prices.
- Contents
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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)
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