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S.Korea-U.S. Tariff Tensions Escalate as Seoul races to pass Investment bill ahead of...

S.Korea-U.S. Tariff Tensions Escalate as Seoul races to pass Investment bill ahead of key economic data 한미 관세 갈등 고조… 美 경제지표 앞두고 ‘대미투자특별법’ 처리 속도전 Welcome to Within The Frame, where we bring the most pressing issues across the globe into focus. I'm Kim Mok-yeon. Trade tensions are back in the spotlight. President Trump is warning that tariffs on Korean goods could jump back to 25%, citing delays in Seoul’s legislative progress on the U.S.–Korea Investment Act. Korea asked for more time — but Washington refused to hold off on the official notice. At the same time, U.S. jobs data came in much stronger than expected. Hiring surged, unemployment fell to 4.3%, and markets are quickly adjusting their bets on when the Fed might cut rates. For Korea, this means higher pressure — from both policy risk and financial volatility — just as lawmakers race the clock and foreign investors watch closely. For a deeper discussion on this, we connect to Kim Yong-Jin, a professor at Sogang Business School. Welcome. Also joining us is Hwagyun Kim, a professor of banking and finance at Texas A&M University, Mays Business School. Good to see you. (KIM HK) 1. Let’s start with the source of tension Prof.Hwakyun. President Trump has warned that tariffs on Korean goods could rise back to 25%, pointing at delays in Seoul’s legislative process. Beyond the public messaging, what strategic objectives do you think are driving this pressure? (KIM YJ) 2. In response, the National Assembly has launched a bipartisan committee aiming to pass the U.S.-Korea Investment Act by the end of this month. Professor Yongjin, is that timeline truly realistic? And if it’s missed, how do you think Washington will respond? (KIM HK) 3. Meanwhile, Seoul tried to buy time — asking the U.S. to hold off on publishing the tariff hike in the Federal Register. But that request fell short. Prof.Hwakyun, could you explain for us, once the notice is published, what does that mean economically and legally for Korea? Is there still any window left to influence the outcome? (KIM YJ) 4. Adding to the complexity, the deputy USTR is now in Seoul. There’s speculation that Washington is tying tariff hikes not just to investment delays, but also to so-called “non-tariff barriers,” including digital platform rules. Prof.Yongjin, what exactly is the U.S. targeting under that label? (KIM HK) 5. Let’s shift to the markets Prof.Hwakyun. How have investors been reacting to this evolving tariff risk? And looking at Korean and global asset classes, where do you see the greatest sensitivity? (KIM YJ) 6. On that note — if Korea manages to pass the investment bill before the U.S. finalizes the tariff move, do you think that legislative signal could meaningfully ease volatility and restore market confidence Prof.Yongjin? (KIM HK) 7. Turning to U.S. fundamentals, January’s jobs report showed hiring accelerating well beyond expectations, while the unemployment rate fell to 4.3%. Prof.Hwakyun. Does this suggest the labor market is proving more resilient than feared — or are there signs beneath the headline numbers that momentum is still cooling? (KIM YJ) 8. With a still‑firm labor market and wages rising faster than expected, markets are now dialing back expectations for early rate cuts. Prof.Yongjin, how does this data reshape the Federal Reserve’s outlook — particularly on the timing of the first cut? (KIM HK) 9. Taking a broader view — even with stronger January hiring, we’ve seen downward revisions to past job gains and concerns about softer consumption and investment. Prof.Hwakyun. Are we looking at a U.S. economy that is stabilizing, or one that is gradually losing steam beneath the surface? (KIM YJ) 10. Finally — Seoul is warning that tariff pressure from the Trump administration could persist throughout the year. Prof.Yongjin, In your view, what kind of long-term trade posture should Korea adopt to stay resilient — without overreacting to short-term shocks? We'll have to leave our discussion right here, many thanks to Prof Yongjin and Prof Hwakyun , we appreciate it. #SouthKorea #UnitedStates #Trade #Tariffs #US_Investment_Act #KimYongJin #HwagyunKim #대한민국 #미국 #무역 #관세 #대미투자특별법 #Arirang_News #아리랑뉴스 📣 Facebook :   / arirangtvnews   📣 Youtube :    / @arirangcokrarirangnews   📣 Homepage : https://v2.arirang.com/ 2026-02-12, 20:30 (KST)