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Monthly Economic Trends KDI Monthly Economic Trends 2026. 9 September 07, 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. 9
September. 07. 2026
Summary
The Korean economy continues to improve, led by sectors closely tied to AI-related investment.
     
  Exports and equipment investment continue to post strong growth amid expanding AI infrastructure investment at home and abroad, while manufacturing production continues to expand in related industries.
     
  - Exports and equipment investment continued to grow strongly, led by semiconductors, while production was relatively solid in AI investment-related industries such as fabricated metal products, electrical equipment, and machinery and equipment.
 
  Nevertheless, consumption is improving only gradually, as the broader economic improvement has yet to feed through fully to household incomes more broadly.
     
  - Services production growth has also moderated from its previously high pace, particularly in wholesale and retail trade and accommodation and food services, which are closely linked to consumption.
   
  Meanwhile, uncertainty remains elevated amid geopolitical instability in the Middle East and U.S. trade policy.
     
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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