BOK Board Member - 'Growth, Inflation Forecasts to Be Revised Upward This Year...Monitor Financial, FX Volatility'
Bank of Korea Monetary Policy Board member signals upward revision to growth and inflation forecasts for the year while emphasizing need for vigilance on financial and foreign exchange market volatility
Citi warns South Korea faces steepest economic impact among major economies if oil prices surge to $82/barrel, projecting 0.45%p growth cut and 0.6%p inflation rise, though semiconductor export boom reaching 102% growth could offset downward pressure amid Middle East tensions
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Citi - Oil at $82 Could Cut Korean Growth 0.45%p, Lift Inflation 0.6%p
Citi warns South Korea faces steepest economic impact among major economies if oil prices surge to $82/barrel, projecting 0.45%p growth cut and 0.6%p inflation rise, though semiconductor export boom reaching 102% growth could offset downward pressure amid Middle East tensions
Wall Street Expects 50bp Rate Cuts This Year—Kevin Warsh Seen as Leading Fed Chair Candidate
Wall Street expects the Fed to cut rates by 50bp in 2026, with Kevin Warsh seen as the leading candidate for Fed Chair, as robust US growth limits further easing.
The dollar-yen exchange rate rose on strong US economic data but retreated after the Bank of Japan held rates steady and raised its inflation and growth outlooks, capping further gains.
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[Tokyo Foreign Exchange Market]Dollar-Yen Rises—Upside Capped After BOJ Decision
The dollar-yen exchange rate rose on strong US economic data but retreated after the Bank of Japan held rates steady and raised its inflation and growth outlooks, capping further gains.
The Bank of Japan is expected to maintain rates but may signal a hawkish shift amid yen weakness and rising inflation concerns, with markets eyeing a possible April hike and global attention on US Fed leadership and new US-EU tariff tensions.
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[New York Foreign Exchange Market - Weekly]BOJ Seen Turning More Hawkish—Focus on Potential 'April Rate Hike'
The Bank of Japan is expected to maintain rates but may signal a hawkish shift amid yen weakness and rising inflation concerns, with markets eyeing a possible April hike and global attention on US Fed leadership and new US-EU tariff tensions.
ANZ expects the Bank of Korea to hold its policy rate steady at 2.50% in January, citing uneven economic recovery, ongoing housing price increases, and FX concerns, while projecting 2% GDP growth and 2.2% inflation for 2026.
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[Monetary Policy Committee Interview]ANZ - Despite Housing and FX Concerns, Growth Outlook Supports January Rate Hold
ANZ expects the Bank of Korea to hold its policy rate steady at 2.50% in January, citing uneven economic recovery, ongoing housing price increases, and FX concerns, while projecting 2% GDP growth and 2.2% inflation for 2026.
Deutsche Bank expects the Bank of Korea to hold rates steady in January, citing concerns over real estate and currency weakness, with potential easing later in the year as Fed policy shifts; the bank forecasts 2.0% GDP growth and 2.0% inflation for South Korea in 2026.
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[Monetary Policy Committee Interview]Deutsche Bank - January Rate Hold Expected—Easing Likely Considered in Second Half of Year
Deutsche Bank expects the Bank of Korea to hold rates steady in January, citing concerns over real estate and currency weakness, with potential easing later in the year as Fed policy shifts; the bank forecasts 2.0% GDP growth and 2.0% inflation for South Korea in 2026.
Barclays expects the Bank of Korea to hold its base rate at 2.50% in January, citing mounting growth concerns over currency volatility, with further rate cuts possible if economic momentum weakens.
#YonhapInfomax #BankOfKorea #Barclays #BaseRate #GDPGrowth #InflationForecast #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=99562
[Monetary Policy Committee Interview]Barclays - January Rate Hold Expected—Growth Concerns Outweigh FX Risks
Barclays expects the Bank of Korea to hold its base rate at 2.50% in January, citing mounting growth concerns over currency volatility, with further rate cuts possible if economic momentum weakens.
The European Central Bank held all three key policy rates steady for a fourth straight meeting, raising its 2026 inflation and growth forecasts while reaffirming its 2% inflation target and signaling no pre-commitment to future rate paths.
#YonhapInfomax #EuropeanCentralBank #PolicyRates #InflationForecast #EuroAreaGrowth #MonetaryPolicy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=96246
ECB Holds All Three Key Policy Rates Steady for Fourth Consecutive Meeting
The European Central Bank (ECB) held all three key policy rates steady for a fourth consecutive meeting, raising its 2026 inflation and growth forecasts while reaffirming its commitment to a 2% inflation target and signaling a data-dependent approach to future policy decisions.
The Seoul bond market braces for volatility as the Bank of Korea's policy decision and updated 2024 growth and inflation forecasts could reshape rate-cut expectations, with markets also eyeing FX stability measures amid a strong dollar-won rate.
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[Son Ji-hyun's Bond Analysis] Time to Confirm Concerns and Expectations
The Seoul bond market braces for volatility as the Bank of Korea's policy decision and updated 2024 growth and inflation forecasts could reshape rate-cut expectations, with markets also eyeing FX stability measures amid a strong dollar-won rate.
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