Korea Development Institute reports economic recovery driven by semiconductor export surge and consumption improvement, while warning of downside risks from Middle East conflict and rising inflation expectations reaching 2.9% in April amid petroleum price increases of 21.9%
#YonhapInfomax #KoreaDeveopmentInstitute #SemiconductorExports #EconomicRecovery #InflationExpectations #MiddleEastRisks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=120044
KDI - Economic Recovery Driven by Semiconductor Exports, Consumption Improvement - Middle East Poses Downside Risks
Korea Development Institute reports economic recovery driven by semiconductor export surge and consumption improvement, while warning of downside risks from Middle East conflict and rising inflation expectations reaching 2.9% in April amid petroleum price increases of 21.9%
Bank of Korea expected to accelerate rate hike to July as grocery prices surge around 3% in May, with market pricing in 2.834% call rate by August amid mounting inflation pressures and Governor Shin's hawkish stance prioritizing price stability over growth concerns.
#YonhapInfomax #BankOfKorea #InterestRateHike #InflationExpectations #MonetaryPolicy #ConsumerPriceIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=119780
[Living Costs and Monetary Policy] July Rate Hike Expected as Inflation Pressures Mount
Bank of Korea expected to accelerate rate hike to July as grocery prices surge around 3% in May, with market pricing in 2.834% call rate by August amid mounting inflation pressures and Governor Shin's hawkish stance prioritizing price stability over growth concerns.
South Korea's bond market braces for continued impact from Bank of Korea's rate hike signal as May Monetary Policy Board meeting approaches, with market expecting July or August increase amid rising inflation concerns and strong economic indicators
#YonhapInfomax #BankOfKorea #RateHike #MonetaryPolicyBoard #GovernmentBonds #InflationExpectations #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=119693US consumer sentiment fell to 48.2 in May, missing expectations of 49.5, as surging oil prices from Middle East conflicts weighed on household finances. The current conditions index hit a record low of 47.8, while one-year inflation expectations eased to 4.5% from the previous month.
#YonhapInfomax #MichiganConsumerSentiment #InflationExpectations #OilPrices #CurrentConditionsIndex #MiddleEastConflicts #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=119631US Trade Court rules Trump's 10% global tariffs unlawful while US-Iran tensions escalate in Hormuz Strait, sending stocks lower and dollar higher amid stalled ceasefire negotiations and rising inflation expectations reaching one-year highs at 3.6%.
#YonhapInfomax #TrumpTariffs #USIranTensions #HormuzStrait #InflationExpectations #FederalReserve #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=119499Oxford Economics revises Bank of Korea outlook, now forecasting 25bp rate hike in July as slowing Fed easing reduces room to overlook energy shock despite government price caps suppressing headline inflation while failing to contain rising inflation expectations
#YonhapInfomax #BankOfKorea #OxfordEconomics #RateHike #InflationExpectations #EnergyShock #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=119254
OE Revises BOK Outlook from 'Rate Hike Unlikely' to 'July Hike' on Inflation Expectations
Oxford Economics revises Bank of Korea outlook, now forecasting 25bp rate hike in July as slowing Fed easing reduces room to overlook energy shock despite government price caps suppressing headline inflation while failing to contain rising inflation expectations
BNP Paribas warns that while a Fed rate hold in June remains the base case, a rate hike cannot be ruled out as a tail risk if unemployment approaches 4% and inflation expectations rise to early 2025 levels, while ECB, BOJ, and BOE are all expected to raise rates by 25bp in June.
#YonhapInfomax #FederalReserve #JuneRateHike #TailRisk #InflationExpectations #UnemploymentRate #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=119085
RBA Governor Says Higher Rates May Be Needed Depending on Inflation Expectations
Reserve Bank of Australia signals potential rate hikes as central bank maintains vigilant stance on inflation expectations amid ongoing monetary policy challenges
Korean government bond futures declined in overnight trading as crude oil prices surged 5.80% to $114.44 following Iran's attack on UAE, pressuring US Treasuries and raising inflation expectations while dampening rate cut prospects.
#YonhapInfomax #KoreanBondFutures #CrudeOilPrices #USTreasuries #IranUAEAttack #InflationExpectations #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=118896
Korean Bond Futures Fall on Oil Price Surge, US Treasury Weakness - 10-Year Down 8 Ticks
Korean government bond futures declined in overnight trading as crude oil prices surged 5.80% to $114.44 following Iran's attack on UAE, pressuring US Treasuries and raising inflation expectations while dampening rate cut prospects.
U.S. Treasury prices fell sharply as oil surged 5.8% on Iran's UAE attack, pushing 30-year yields above 5% for the first time since July 2024 and 10-year inflation expectations to 3-year highs, prompting Barclays to withdraw its 2026 rate cut forecast amid bear flattening in the yield curve.
#YonhapInfomax #TreasuryYields #BrentCrude #InflationExpectations #BearFlattening #FederalReserve #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=118886
[New York Bond Market]Bear Flattening Amid Short-End Selloff - Inflation Expectations Hit 3-Year High on Oil Spike
U.S. Treasury prices fell sharply as oil surged 5.8% on Iran's UAE attack, pushing 30-year yields above 5% for the first time since July 2024 and 10-year inflation expectations to 3-year highs, prompting Barclays to withdraw its 2026 rate cut forecast amid bear flattening in the yield curve.
Yonhap Infomax News