other
South Korea's central bank, publisher of the monthly Financial Market Trends report and the source of all lending, funding and deposit figures in this cluster.
No evidence-backed relationships are recorded.
The central bank ties 268,000 of a 285,000 fall in jobs for 15- to 29-year-olds to AI-exposed industries. Exposure is not causation, but the vanishing rung it describes is real.
Reality
Bloomberg Intelligence says nine tenths of last month's net time-deposit inflow at the five major banks came from companies. Chipmakers locking in fixed rates make bank funding dearer for everyone else.
Reality
The central bank argues the second-quarter collapse in net external financial assets reflects foreigners' Korean equity gains, and points investors to net external claims instead.
Reality
The July index rose 0.13 points to 3.18%, and KB Kookmin and Woori reprice variable mortgages from the 19th. The tax change that might ease the exit is now being renegotiated.
Reality
The five major non-life insurers booked their biggest mortgage balance increase of the year in July, a fourth straight monthly rise. The DSR perimeter stops at the bank window.
Reality
Borrowers rolling off 2021 fixed terms at the five major banks meet variable rates of 4.09% to 5.69%, with the Bank of Korea signaling another hike. Asset managers are selling defence.
Reality
Sidecars fired 78 times and circuit breakers 13 times through the 14th. The five largest asset managers' ETF desks are now selling cash flow instead of direction.
Reality
Average first-half pay at SK hynix rose 23% to 144 million won across 36,042 people. Every hardware employer in Korea now recruits against a number it did not choose.
Reality
Most sites for the public housing units held back on Aug. 13 sit in protected land near Gangnam, Songpa and Hanam. The ministry says it will name candidate locations by early October.
Reality
Individual investors on the KRX Gold Market turned net buyers for the first time since May, but only after bullion futures had already added 9%. The flow is a read on Fed expectations, arriving late.
Reality
Seoul's central bank folded Pyongyang research into a unit also covering supply chains, critical minerals and strategic materials. Insiders worry the older expertise erodes.
Reality
Mortgages and borrowed money for stock buying drove a 21.1 trillion won second quarter. The bill now arrives as lending rates reprice upward.
Reality
Bank household lending rose 5.4 trillion won in July against June's 7.6 trillion, and 1.3 trillion of that 2.2 trillion slowdown sat in credit loans as retail equity buying collapsed.
Reality