Trump's Tariff Threat... What Will Happen to Korean Export Companies? [3-Minute Brief]

[At a Glance]
①Key Insights from the AmCham Business Environment Report
②Domestic and External Uncertainties, Exchange Rate Risks 'Eased Compared to January'
③Export-Import Bank Overseas Economic Research Institute Forecasts $153 Billion

MARKET INDEX

○Trump's tariff policy, a negotiation tool rather than a goal
○Rapid progress toward the end of the Russia-Ukraine war
○Still need to be cautious about domestic stock market volatility caused by tariffs

TOP 3 NEWS

■ Carbon regulations and the Chemical Substance Control Act identified as 'trade barriers'... Increased pressure for additional tariffs

○According to the AmCham Business Environment Report
○Low-carbon targets higher than global standards
○Infrastructure insufficient to achieve RE100

■ 'February interest rate outlook' seen through the recent Monetary Policy Committee meeting... Three key variables

○Domestic and external uncertainties and exchange rate risks 'calmed compared to January'
○"Delayed domestic demand recovery"... concerns over low growth deepen
○Despite inflation being assessed as 'stable'... variables such as exchange rates need to be checked

■ “This year’s semiconductor exports ‘record high’ and shipbuilding orders down 10%”

○Export-Import Bank Overseas Economic Research Institute forecasts $153 billion
○Memory semiconductors like HBM lead the growth
○Both domestic shipbuilding order volume and value expected to decline

the Chart : "Shorter maturity but higher interest rates?"... Why the unusual inversion of long- and short-term interest rates

○Phenomenon of inversion between short- and long-term deposit interest rates at commercial banks
○6-month deposit interest rate higher than 1-year maturity
○Impact of interest rate cuts and low interest rate environment... increased moves to secure liquidity

Money-Making Law

■ Police disciplinary action justified despite reports of no domestic violence

○Negligent in taking measures to ensure victim safety
○Did not change system code to ‘domestic violence’
○Judged to have missed the opportunity to take appropriate follow-up actions
☞Read article: https://www.asiae.co.kr/article/2025021715371631225

■ Despite the nickname 'Kim Ho-jung Prevention Act,' no evidence that Kim actually committed 'Sultagi'

○Although it was nicknamed the ‘Kim Ho-jung Prevention Act’...
○Lack of supporting evidence in actual investigation records and circumstances
○“It is harsh to endure criticism just because one is a celebrity when no act occurred”
☞Read article: https://www.asiae.co.kr/article/2025021715410154035

■ Why law firms are rushing to strengthen 'search and seizure teams'

○Number of search warrant requests hits record high
○Law firms establish new response teams and strengthen existing systems
○Collaborate with digital forensic specialists for analysis
☞Read article: https://www.asiae.co.kr/article/2025021715482603299

※ 'Money-Making Law,' a content partnership corner between Asia Economy and Legal Newspaper, is published every Tuesday and Thursday.

Today's Key Schedule

○Domestic

○Overseas 00:20 U.S. FOMC member Bowman speech

08:00 U.S. Federal Reserve Governor Waller speech

12:30 Australia interest rate decision (February)

16:00 UK average earnings including bonuses (December)

19:00 Germany ZEW Economic Sentiment Index (February)

22:30 Canada core Consumer Price Index (MoM) (January)

◇Lunch & Commute Weather

○ Lowest temperature -5℃(▼1℃) ｜ Highest temperature: 2℃(▼1℃)
○ Precipitation probability morning 0%｜afternoon 0%
○ Fine dust morning good｜afternoon good

OK in 3 minutes, essential time-efficient economic news. Published daily at 8 AM.