韓国銀行が発表した統計によると、2月の韓国の生産者物価指数（PPI）は前月比0.6％上昇し122.56となり、農産物価格の上昇と世界的な原油価格の高騰を背景に6カ月連続の上昇を記録した。将来の消費者インフレの先行指標となる同指数は、前年同月比で2.4％上昇し、2024年7月以来の高い伸びとなった。
韓国銀行が火曜日に発表した速報値により、生産者物価が2025年9月以降、着実に上昇していることが確認された。
韓国の2月の生産者物価、原油高を背景に6カ月連続上昇
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韓国の3月消費者物価は2.2%上昇、原油高が押し上げ
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木曜日に発表された政府統計によると、韓国の3月の消費者物価は前年同月比で2.2%上昇した。この上昇率は政府のインフレ目標である2%を超えており、主に中東情勢の緊迫化による世界的な原油価格の高騰が主な要因となっている。データ統計省によると、これは昨年12月の2.3%上昇以来の大きな伸びとなる。
South Korea's consumer prices rose 2 percent year-on-year in January, marking the slowest pace in five months. The slowdown was partly due to stable petroleum product prices, as international crude oil prices fell, according to government data. However, prices for some agricultural and livestock products continued to surge sharply.
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South Korea's inflationary pressure eased to the lowest level in five years in 2025, following the sharpest price growth in decades during the post-pandemic period. Consumer prices, a key gauge of inflation, increased 2.1 percent on-year, slightly above the Bank of Korea's 2 percent target. The figure marks the lowest annual level since 0.5 percent in 2020.
China's consumer price index rose 0.2 percent year on year in January, missing market expectations, according to the National Bureau of Statistics. This marked the fourth consecutive monthly increase, though at a slower pace than December's 0.8 percent rise. Core inflation, excluding food and energy, showed a moderate upward trend amid recovering consumer demand.
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South Korea's industrial output grew 0.9 percent in November, driven by strong semiconductor production, while retail sales fell 3.3 percent, the sharpest drop in 21 months. Data from the Ministry of Data and Statistics attributes the retail decline to the fading effects of the Chuseok holiday and base effects. Cumulative retail sales for January to November rose 0.4 percent, suggesting a possible positive annual figure.
South Korean stocks tumbled nearly 6% on March 9 amid U.S.-Israeli strikes on Iran driving oil past $100 per barrel. The won hit a 17-year low of 1,495.5 per dollar as circuit breakers activated. President Lee Jae-myung ordered a fuel price cap to curb soaring petroleum costs.
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The Bank of Korea held its benchmark interest rate steady at 2.5 percent for the fourth consecutive time on November 27 amid a sliding won and housing market instability. The central bank raised its growth forecast to 1.0 percent for this year and 1.8 percent for next year. The decision balances economic recovery in consumption and exports against financial stability risks.
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