South Korea's bond market selloff persists despite government intervention as foreign investors dump 13,000 contracts of 3-year treasury futures amid mounting expectations of Bank of Korea rate hike and global rate rise pressures from prolonged Middle East conflict
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https://en.infomaxai.com/news/articleView.html?idxno=120818
Bank of Korea's dot plot gains prominence ahead of May meeting as markets intensely speculate on rate hike signals, with focus on upper bound potentially reaching 3.25% amid hawkish board composition and growth forecast revisions
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https://en.infomaxai.com/news/articleView.html?idxno=120487
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=119693
Macro hedge fund officials suggest South Korea's domestic demand may be most undervalued, citing robust travel surplus, foreign tourist influx, and strong Q1 growth of 1.7%, though potential rate hikes and recent retail stock surges warrant caution for investors.
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https://en.infomaxai.com/news/articleView.html?idxno=119654
[Macro for Retail Investors] Hedge Fund Says 'Korean Domestic Demand May Be Most Undervalued'

Macro hedge fund officials suggest South Korea's domestic demand may be most undervalued, citing robust travel surplus, foreign tourist influx, and strong Q1 growth of 1.7%, though potential rate hikes and recent retail stock surges warrant caution for investors.

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ING warns that Bank of Japan's hesitation on June rate hike would intensify downward pressure on Japanese government bonds and yen, as real wages rise for three consecutive months and underlying inflation threatens to exceed 2% once government subsidies end, with 10-year JGB yields forecast to approach 3%
#YonhapInfomax #BankOfJapan #JapaneseGovernmentBonds #YenWeakness #RateHike #RealWages #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119610
ING - BOJ Hesitation on June Rate Hike Would Intensify Downward Pressure on JGBs, Yen

ING warns that Bank of Japan's hesitation on June rate hike would intensify downward pressure on Japanese government bonds and yen, as real wages rise for three consecutive months and underlying inflation threatens to exceed 2% once government subsidies end, with 10-year JGB yields forecast to approach 3%

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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
#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

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Reserve Bank of Australia delivers third straight rate increase, pushing benchmark rate to 4.35% as central bank intensifies inflation fight
#YonhapInfomax #RBA #InterestRate #RateHike #MonetaryPolicy #Australia #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=118916
RBA Raises Key Rate by 25bp to 4.35% in Third Consecutive Hike

Reserve Bank of Australia delivers third straight rate increase, pushing benchmark rate to 4.35% as central bank intensifies inflation fight

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South Korea's interest rate swap rates rose across all tenors after Bank of Korea Deputy Governor Yoo Sang-dae signaled a possible rate hike at the May Monetary Policy Board meeting, citing Middle East conflict impacts on inflation and growth trajectories.
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https://en.infomaxai.com/news/articleView.html?idxno=118853
IRS Rates Edge Higher on BOK Deputy Governor's Hawkish Remarks

South Korea's interest rate swap rates rose across all tenors after Bank of Korea Deputy Governor Yoo Sang-dae signaled a possible rate hike at the May Monetary Policy Board meeting, citing Middle East conflict impacts on inflation and growth trajectories.

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Japan's bond market shows muted response to March CPI rising 1.8% year-on-year, as investors expect BOJ to delay rate hikes to June amid Middle East uncertainties, with core inflation still below the central bank's 2% target for second consecutive month
#YonhapInfomax #BankOfJapan #CoreCPI #JapaneseBonds #RateHike #MiddleEastTensions #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117423
South Korea's first-quarter GDP surged 1.7% quarter-on-quarter, the strongest growth since Q3 2020, raising annual growth forecasts to the low-to-mid 2% range and potentially paving the way for a Bank of Korea rate hike as the negative output gap may close in the second half of this year.
#YonhapInfomax #GDP #BankOfKorea #RateHike #OutputGap #SemiconductorSector #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117049
[GDP Impact] Negative Output Gap May Close in H2 - Potential Grounds for Rate Hike This Year

South Korea's first-quarter GDP surged 1.7% quarter-on-quarter, the strongest growth since Q3 2020, raising annual growth forecasts to the low-to-mid 2% range and potentially paving the way for a Bank of Korea rate hike as the negative output gap may close in the second half of this year.

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