Current Economic Trends
In June, industrial production, services production, retail sales, and construction investmentincreased, while facilities investment declined. In July, the number of employed persons increasedand consumer price rose at a slower pace. In June, total production rose (up 1.2% m-o-m and up 0.8% y-o-y), as industrial production (up 1.6%m-o-m and up 1.6% y-o-y), services production (up 0.5% m-o-m and up 1.8% y-o-y), and constructionsectors (up 6.7% m-o-m and down 12.3% y-o-y) increased. In June, retail sales increased (up 0.5% m-o-m and up 0.1% y-o-y), and facilities investment fell (down3.7% m-o-m and up 2.1% y-o-y). In July, exports increased by 5.9 percent from a year ago driven by robust semiconductor industryperformance, and average daily exports increased by 5.9 percent compared to the previous year. In July, the Consumer SentimentIndex (CSI)rose by 2.1 points month-on-month to 110.8. The CompositeBusiness SentimentIndex (CBSI) decreased by 0.2 points to 90.0 in July, and the CBSI outlook for Augustdeclined by 1.0 points to 88.4In June, the cyclical indicator of the coincident composite index fell by 0.1 point and the cyclical indicatorof the leading composite index rose by 0.2 points. In July, the number of employed persons grew by 171,000 jobs compared to the previous year and theunemploymentrate stood at 2.4 percent, down by 0.1 percent point from a year ago. In July, the Consumer Price Index (CPI) climbed by 2.1 percent year-on-year, driven by a slowdown inprocessed food price increases and a turn to lower petroleum product prices. The index when excludingfood and energy prices increased by 2.0 percent. In July, Korean equity prices went up, yields for Korean Treasury Bond fell, and the Korean Won weakenedagainst the dollar. In July, housing prices rose (up 0.12% m-o-m), and Jeonse (lump-sum deposits with no monthlypayments) prices also rose (0.04% m-o-m). Recently, the Korean economy has faced challenges such as delayed recovery in constructioninvestment, employment difficulties concentrated in vulnerable sectors, and concerns over exportslowdowns due to U.S. tariff measures. Nonetheless, positive signs for economic recovery areemerging, including a shift to rising consumption supported by policy measures. The global economy is facing sustained volatility in global financial markets and concerns over slowertrade and growth, primarily owing to the worsening trade conditions driven by tariff measures imposed bymajor economies. Against this backdrop, the government plans to concentrate its efforts on the swift execution of thesupplementary budget and ensure that the livelihood recovery consumption coupons serve as a catalystfor boosting consumption and the local economy. At the same time, it also plans to go all out to addresstrade-related risks, including support for domestic companies affected by U.S. tariff measures.
Sep 2025
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