Citi Investment Research economist Jin-Wook Kim stated in a report that South Korea is heading toward a "Goldilocks" economy in 2026—neither too hot nor too cold. Kim noted that driven by strong semiconductor exports and weak energy prices, the country's GDP could grow by 2.2% in 2026, slightly above the estimated potential growth rate of 1.8%.

Kim expects inflation to stabilize at an average of 1.8% in 2026, below the central bank's 2% target. He added, "The 'Goldilocks' conditions should provide the government with room to implement market-friendly financial and industrial policies." Citi has also raised its target for the benchmark Korea Composite Stock Price Index (KOSPI) from 3,700 to 5,500 points.