2026 H2 Macroeconomic Outlook and Key Issues Macro-Financial Analysis Division / Jun. 30, 2026 Major economies appear to be adjusting to the impact of the war in Iran, although economic developments continue to differ somewhat across countries depending on their industrial structures and economic fundamentals. Korea recorded strong growth in the first quarter, supported by robust semiconductor exports. As domestic demand, including capital investment and private consumpt... 2026 H2 Financial Market Outlook and Asset Allocation Strategy Macro-Financial Analysis Division / Jun. 30, 2026 In H2 2026, financial markets are expected to be driven mainly by the inflation path and the consequent potential repricing of monetary-policy expectations. In particular, heightened US inflation uncertainty following the Iran war is repricing expectations for the Fed’s policy rate and, through the dollar channel, raising upside risks to long-term rates and the exchange rate. W... Key Macroeconomic Issues for 2026 Macro-Financial Analysis Division / Feb. 24, 2026 This article discusses the economic outlook for 2026, focusing on key issues including exchange rate conditions and assessment, as well as interest rate projections and associated risks. The Korean economy is projected to maintain a moderate recovery in 2026, with GDP growth of 2.0%. Consumer prices are expected to rise by 2.0%, remaining broadly stable. Bank of Korea is antici... Key Issues in the Capital Markets for 2026 Capital Markets Division / Feb. 24, 2026 In 2025, the Korean capital market entered a phase of structural re-rating, delivering markedly strong performance relative to major global markets, supported by expectations of institutional reforms and an earnings recovery led by the semiconductor and AI sectors. In 2026, as corporate earnings improvement and valuation re-rating are expected to continue, a key policy challeng... Key Issues in the Securities Industry for 2026 Financial Services Industry Division / Feb. 24, 2026 In 2025, the securities industry showed improved profitability year-on-year, supported by a stock market rally in the second half and a recovery in investor sentiment. Net operating revenue grew broadly across all segments, including brokerage, proprietary trading, investment banking (IB), product sales and wealth management. In 2026, strong investor sentiment, growth in advanc...