Economy & Trade - Korea Economic Institute of America

Q2 2026 U.S.-South Korea Trade and Investment Ledger

America’s new tariff framework comes alongside significant South Korean investment into strategic sectors across the United States, and Q2 2026 showed this pattern taking hold...

Tom Ramage

July 30, 2026

Analysis

Explaining South Korea’s Stock Market Boom

The KOSPI, South Korea’s benchmark stock market index, nearly doubled during the first half of 2026, the largest increase in the world (Figure 1, Panel...

Randall Jones

July 22, 2026

Analysis

How Far Can South Korea’s Export Rally Go?

South Korea recorded a historic high in monthly exports in May 2025. According to recently released trade statistics, exports reached USD 87.8 billion, jumping 53.4...

Hyun Jung “Jessie” Je

June 24, 2026

Analysis

South Korea’s Economy Accelerates Despite the Middle East Energy Shock

War in the Middle East has cut the global growth outlook. However, despite South Korea’s heavy reliance on Middle Eastern energy, the OECD Economic Outlook in June...

Randall Jones

June 17, 2026

Analysis

Why South Korea and Japan Need a Digital Trade Agreement

South Korea and Japan rank among Asia’s most advanced digital economies. Their firms are deeply linked across semiconductor supply chains, online shopping, cloud services, and...

Hyerim Kim

June 10, 2026

Analysis

How South Korea Is Trying to Increase Its Supply-Chain Resilience

South Korea has become more dependent on China for imports and on the United States for exports. This concentration of trade with the two global...

Randall Jones

May 27, 2026

Analysis

To File, or Not to File, That is the Question

On May 7, the U.S. Court of International Trade (CIT) invalidated the Donald Trump administration’s 10 percent across-the-board tariffs imposed under Section 122 of the...

Hyun Jung “Jessie” Je

May 13, 2026

Analysis

South Korea’s Strategies to Cope With a Changing Global Trading System

Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.

Randall S. Jones

May 5, 2026

Analysis

Why South Korea’s Currency Is Weak Despite Strong Exports

Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.

Sunhyung Lee

May 4, 2026

Analysis

Public Opinion and the Future of US-Korea-Japan Trilateral Cooperation

Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.

Je Heon (James) Kim

April 29, 2026

Analysis

South Korea’s Currency Problem Is Bigger Than It Looks

Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.

Tony Michell

April 27, 2026

Analysis

Q1 2026 U.S.-Korea Trade, Investment, and Diplomacy Ledger

Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.

Tom Ramage

April 27, 2026

Analysis

What Happened to U.S.-Korea Trade One Year After Tariffs

Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.

Tom Ramage

April 16, 2026

Analysis

Marriner S. Eccles Building on Constitution Avenue

Diverging Interest Rates Compound Risks for South Korea

Contrasting interest rate directions by the U.S. Federal Reserve and the Bank of Japan complicate South Korea’s economy.

Sunhyung Lee

February 10, 2026

Analysis

Q4 2025 U.S.-Korea Trade, Investment, and Diplomacy Ledger

A must-read look at the trade deals and diplomacy that reshaped U.S.-Korea relations in Q4 2025.

Tom Ramage

February 6, 2026

Analysis