Monthly Economic Trends KDI Monthly Economic Trends 2026. 4 April 07, 2026
- Summary
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■ The Korean economy remained on a gradual recovery path, but downside risks increased following the war in the Middle East. ○ Domestic demand improved modestly, while exports posted strong growth, led by semiconductors. - In February, consumption sustained its recovery momentum. Equipment investment posted strong growth, led by semiconductors, while the decline in construction investment moderated. - On the production side, services maintained robust growth. Manufacturing output also accelerated, supported by a surge in semiconductor production. ○ However, downside risks intensified further in March, driven by the surge in global oil prices and deepening supply chain disruptions following the war in the Middle East. - With petroleum prices rising sharply, inflationary pressures are likely to build, particularly in sectors closely linked to crude oil. - Export conditions softened somewhat on weaker global demand, while heightened uncertainty may constrain the recovery in investment. - Reflecting these developments, both the Composite Business Sentiment Index and the Composite Consumer Sentiment Index declined.
- 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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