Economics

South Korea 2026 Macroeconomic Scenarios: Summary This report analyzes South Korea’s macroeconomic outlook for 2026, presenting three distinct scenarios to inform risk management strategies. The outlook is shaped by global economic conditions, U.S. trade policy, and significant domestic imbalances. The central feature of the economy is a “K-shaped” dynamic, where a booming, AI-fueled semiconductor sector

Interactive Stagflation Analysis Dashboard Stagflation Analysis An Interactive Economic Dashboard Data as of: Q3 2025 Dashboard Drivers Scenarios Policy Simulator Risk Calculator Economic Snapshot This section provides a high-level overview of the key indicators defining the current stagflationary risk environment. These metrics form the basis of our deeper analysis. Inflation (Core PCE, YoY) 3.5% ▲ Trending

AI 시대 경제 이론 재평가 브리핑 문서 1. 서론: AI의 변혁적 본질과 경제 이론에 대한 도전 인공지능(AI)은 단순한 기술적 진보를 넘어, 지난 반세기 동안 경제 정책과 이해를 이끌어온 기존 경제 성장 모델의 근본 원칙에 도전하고 재구성하는 “분수령적 순간”을 의미합니다. 이 보고서는 AI가 어떻게 전통적인 경제 성장 이론, 특히 솔로우-스완 신고전학파 모델과 내생적 성장 이론의 핵심

On May 3rd (Korean time), at 2 AM, the dollar-won exchange rate finished trading at 1401.50 won, a sharp drop of 19.50 won compared to the closing price of the previous trading day in the Seoul foreign exchange market. The won/dollar exchange rate had closed at 1405.30 won in the previous day’s trading and continued

Tariffs and trade policy uncertainties significantly influence interest rates through multiple channels, as demonstrated by recent economic developments and central bank responses: Current U.S. Tariff Policy The United States has implemented significant changes to its tariff policies in recent years, particularly targeting imports from China and, to a lesser extent, Canada. These policies reflect a