한국은행에 따르면 2월 생산자물가는 농산물 비용 증가와 글로벌 유가 상승으로 6개월 연속 올랐다. 생산자물가지수(PPI)는 전월 대비 0.6% 상승해 122.56을 기록했다. 이는 향후 소비자 물가 상승의 선행지표로 작용한다.
한국은행(BOK)이 24일 발표한 예비 자료에 따르면 2월 생산자물가지수(PPI)는 전월 대비 0.6% 상승한 122.56을 기록했다. 이는 9월 이후 지속적인 상승세를 보이고 있으며, 전년 동월 대비로는 2.4% 증가해 2024년 7월 이후 가장 높은 상승폭이다. 생산자물가는 기업이 소비자에게 부과하는 가격에 영향을 미치는 미래 인플레이션의 주요 지표다.
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South Korea's consumer prices rose 2.2 percent in March from a year earlier, government data showed Thursday. The increase, exceeding the government's 2 percent inflation target, was mainly driven by a surge in global oil prices due to prolonged Middle East tensions. It marks the steepest rise since December's 2.3 percent, according to the Ministry of Data and Statistics.
South Korea's producer price index rose 1.6 percent in March from the previous month, the fastest pace in about four years, Bank of Korea data showed Wednesday. The surge was driven by higher petroleum and chemical product prices amid rising global oil costs. Year-on-year, prices climbed 4.1 percent, the quickest increase since February 2023.
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South Korea's consumer prices rose 2.6 percent year-on-year in April, up from March's 2.2 percent and the fastest pace in 21 months, driven by soaring fuel costs from the ongoing Strait of Hormuz disruption. Government data confirmed the figures.
South Korea's real GDP jumped 1.7 percent in Q1 2026 from the prior quarter—the strongest growth in 5½ years—despite Middle East tensions, easily topping the Bank of Korea's 0.9 percent forecast on robust exports and steady domestic demand. Part of the rebound following 2025's modest 1% annual expansion (see prior article in series).
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South Korea's exports rose 36.7 percent year-on-year to a record $25.2 billion in the April 1-10 period, fueled by strong semiconductor demand. Korea Customs Service data showed imports up 12.7 percent to $22.1 billion, resulting in a $3.1 billion trade surplus.
The South Korean won weakened sharply against the US dollar on Wednesday amid lingering Middle East uncertainties and hotter-than-expected US inflation data.
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The International Monetary Fund (IMF) kept its 2026 growth forecast for South Korea unchanged at 1.9 percent despite the Middle East crisis. The institution raised its inflation outlook for this year by 0.7 percentage point to 2.5 percent, citing rising global oil prices. The Ministry of Economy and Finance said strong exports and effects from a supplementary budget kept the growth outlook steady.