Briefings
South Korea braces for higher-for-longer US rates after Fed’s latest hike
The Fed now sees rates near 4% through 2027, adding pressure to the won, Korean bonds and dollar-funded investment
September 18, 2026
South Korea’s offshore won push shifts reform from promise to execution
Seoul now needs foreign banks to use RFI-K and build the liquidity that earlier currency reforms have yet to prove
September 17, 2026
South Korea’s trade windfall faces first test from worsening energy shock
Record terms-of-trade gains give Seoul a buffer, but higher oil costs threaten to erode it in the months ahead
September 16, 2026
South Korea builds Central Asia ties around minerals, industry and finance
New C5+1 ministerial meetings show Seoul pairing resource access with Korean technology, investment and policy finance
September 15, 2026
Lee Jae Myung stakes political capital on keeping South Korea fuel prices stable
Seoul is using refinery price caps, export controls and supply diversification to shield households from the oil shock
September 14, 2026
Hyundai Steel deal gives Yellow Envelope Act its first real-world test
First principal-subcontractor agreement shows how employer duties may expand issue by issue under the new labor law
September 11, 2026
Lee uses Paris summit to expand South Korea’s technology and supply options
Samsung-Mistral, Naver and KHNP-Orano deals add commercial weight to a wider Korea-France industrial framework
September 10, 2026
South Korea’s record income surge raises stakes for household spending
Corporate profits and savings jumped in the second quarter, setting up a key test of whether consumption strengthens
September 9, 2026
South Korea’s AI boom lifts growth while household gains continue to lag
KDI says exports and equipment investment remain strong, but weak real wage growth is keeping consumption subdued
September 8, 2026
Lee and Macron face first major test of Korea-France strategic upgrade
Seoul wants concrete gains in security, technology and business from the global strategic partnership launched in April
September 7, 2026
