South Korean consumer prices rose 2.9% in September, a pace 0.4 points faster than August once last year's telecom-discount base effect is removed. Core inflation is at about its highest this year, and the Bank of Korea sees October near 3%, against a 2% target.
Perspective Coverage
4 publishers
- Builder
- Builder 5%
- Operator
- Operator 38%
- Investor
- Investor 57%
Reality
- Evidence78
- Adoption
- Not scored
- Hype gap−5
- Incentives40
- Confidence72
South Korea's elderly poverty rate falls to 37.7% as two in five over-65s now work
Statistics Korea says relative poverty among South Koreans aged 66 and over fell 2.1 points to 37.7% in 2024, still the OECD's highest. Part of the gain comes from government-created jobs for older people, so further declines depend on that spending continuing.
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+8
- Incentives
- Not scored
- Confidence60
Song Ok-joo's bill would enlist nonprofits as buyers in Korea's falling farmland market
Rep. Song Ok-joo plans a bill letting designated nonprofits buy and lease Korean farmland after prices fell 34.3% and trading halved since 2021. Buying all the land flagged in July's survey would cost about 93 times this year's Farmland Bank budget.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap+10
- Incentives55
- Confidence58
Korean golf's hangover reaches the P&L: PXG operator's operating profit halves
Three years of falling course traffic has stopped being a footfall story and started showing up in issuer margins. The pandemic golf cohort looks like borrowed demand.
Reality
- Evidence64
- Adoption66
- Hype gap+16
- Incentives44
- Confidence58
Nvidia's $95bn bar and a BOK hike land a day apart, and PCE is priced as relief
Consensus asks Nvidia for a 16% sequential step and July core PCE for exactly 3.3%, while the Bank of Korea is expected to upgrade growth into the 3% range. Positioning now owns all three.
Reality
- Evidence28
- Adoption18
- Hype gap+24
- Incentives32
- Confidence34
Korea's Sunday hypermarket ban protected nobody, and the data finally says so
Hypermarket share of Korean retail fell 13.6 points since 2018 while online passed half of all sales. New research finds neighbouring shops gain when the malls open.
Reality
- Evidence58
- Adoption32
- Hype gap+24
- Incentives55
- Confidence48