美元/韩元：补充预算信号上行风险 – MUFG

美元/韩元：补充预算信号上行风险 – MUFG

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韩国的工业生产增长在12月份反弹，表明出口增长强劲。李总统已暗示可能会出台补充预算以支持各个行业，这可能对韩国的增长构成上行风险

韩国的工业生产增长在12月份反弹，表明出口增长强劲。李总统已暗示可能会推出补充预算以支持各个行业，这可能对韩国的增长构成上行风险。韩元本周对美元升值，反映出积极的市场情绪，MUFG银行的亚洲全球市场研究负责人林莉和研究助理李康锡指出。

关注补充预算的潜力

"此外，李总统继续释放信号，表示今年可能会推出补充预算，部分原因是支持文化和艺术行业以及新的初创企业孵化计划。"

"虽然尚不清楚最终是否会通过国债发行或增加税收来资助，但这无疑对韩国的增长构成了一定的上行风险，并为韩国银行最近转向中性立场提供了依据。"

(本文由人工智能工具协助创建，并由编辑审核。)

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