韩国:适度收紧前景 – 星展银行
星展集团研究部经济学家马铁英预计韩国银行(BoK)将在5月28日的会议上将基准利率维持在2.50%,但现在预计将在2026年第三季度加息25个基点至2.75%

星展银行集团研究经济学家马铁英预计韩国银行(BoK)将在5月28日的会议上将基准利率维持在2.50%,但现预计2026年第三季度将单次加息25个基点至2.75%。报告指出,尽管通胀更为坚挺,生产者价格指数(PPI)和通胀预期上升,但K型增长和行业疲软限制了激进的紧缩政策。

星展银行指出第三季度将加息一次

“继我们此前上调2026年GDP和通胀预测后,我们现在也修正了利率展望,预计第三季度将加息25个基点。”

“近期数据支持韩国银行在5月28日会议上将基准利率维持在2.50%的立场。”

“展望未来,我们看到第三季度加息25个基点的可能性上升,这将使基准利率达到2.75%。”

“预计5月通胀将更明显回升,整体CPI可能达到3%,核心CPI也开始反映部分传导效应。”

“随着二轮通胀压力开始积聚,韩国银行在未来几个月可能采取更为警惕的立场。”

(本文由人工智能工具协助生成,编辑审核。)

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