Business & Economy
Death penalty politics, Seoul-Tokyo optics and central bank caution — Ep. 115
Yoon Suk Yeol’s trial outlook, Lee-Takaichi chemistry and rate decisions frame a fragile policy mix
January 16, 2026
BOK holds rates as won volatility tightens South Korea’s monetary policy options
With inflation easing and growth improving, exchange rate pressure now defines how far and how fast policy can move
January 16, 2026
Global central banks speak as US policy uncertainty spills into Korea’s outlook
Powell dispute and tariff ambiguity raise the cost of volatility for highly open economies like South Korea
January 15, 2026
South Korea and Japan back supply chain cooperation without fast tracking CPTPP
National Security Adviser says Seoul reaffirmed trade pact interest but kept talks at working level
January 15, 2026
South Korea’s 2026 growth plan rests on narrow, benign external assumptions
Export resilience and chip pricing underpin baseline, leaving growth exposed to tariff shocks and financial volatility
January 13, 2026
Fed Chair Powell says DOJ subpoenas pose threat to US central bank independence
Markets brace for impact on Korean won stability ahead of central bank’s monetary policy board meeting this week
January 13, 2026
Lee tests managed China diplomacy as Beijing keeps control over outcomes
Yellow Sea signals and cultural talks point to process driven engagement with few binding commitments from China
January 12, 2026
South Korea moves to dismantle capital market controls to chase MSCI upgrade
Roadmap targets FX settlement custody and disclosure gaps that weigh on developed market classification status
January 12, 2026
Homeplus crisis exposes how South Korea’s retail rules distort capital flows
Restrictions designed for brick-and-mortar commerce now amplify structural decline and investment asymmetry
January 9, 2026
South Korea signals caution after China tightens dual use export rules on Japan
Officials stress indirect exposure and preparedness while avoiding moves that could disrupt Seoul’s diplomacy
January 9, 2026
