Nomura Expects BOK to Wait for More Evidence Before Raising Rates -- Market Talk

Dow Jones

05/20

0205 GMT - South Korea's central bank would wait to confirm that a rate increase wouldn't destabilize the still-fragile domestic recovery and seek evidence of growth-led inflationary pressures, Nomura analyst Jeong Woo Park says in a note. The semiconductor super cycle's spillover to domestic demand remains limited, sustaining K-shaped growth patterns, while inflation is being driven more by the current oil price shock, supporting a hawkish Bank of Korea stance, the note says. Nomura says conditions remain premature for further tightening as there is no confirmation yet of a sustainable consumption recovery or rising inflation expectations. (venkat.pr@wsj.com)

(END) Dow Jones Newswires

May 19, 2026 22:05 ET (02:05 GMT)

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The semiconductor super cycle's spillover to domestic demand remains limited, sustaining <a href=\"https://laohu8.com/S/TKKD.SI\">K</a>-shaped growth patterns, while inflation is being driven more by the current oil price shock, supporting a hawkish Bank of Korea stance, the note says. Nomura says conditions remain premature for further tightening as there is no confirmation yet of a sustainable consumption recovery or rising inflation expectations. 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The semiconductor super cycle's spillover to domestic demand remains limited, sustaining <a href=\"https://laohu8.com/S/TKKD.SI\">K</a>-shaped growth patterns, while inflation is being driven more by the current oil price shock, supporting a hawkish Bank of Korea stance, the note says. Nomura says conditions remain premature for further tightening as there is no confirmation yet of a sustainable consumption recovery or rising inflation expectations. (venkat.pr@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2026 22:05 ET (02:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4127","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2636990068","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636990068","pubTimestamp":1779242700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0205 GMT - South Korea's central bank would wait to confirm that a rate increase wouldn't destabilize the still-fragile domestic recovery and seek evidence of growth-led inflationary pressures, Nomura analyst Jeong Woo Park says in a note. The semiconductor super cycle's spillover to domestic demand remains limited, sustaining K-shaped growth patterns, while inflation is being driven more by the current oil price shock, supporting a hawkish Bank of Korea stance, the note says. Nomura says conditions remain premature for further tightening as there is no confirmation yet of a sustainable consumption recovery or rising inflation expectations. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","NMR":"野村控股"},"translate_title":"野村证券预计韩国央行将在加息前等待更多证据——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NMR":1.5},"content_text":"0205 GMT - South Korea's central bank would wait to confirm that a rate increase wouldn't destabilize the still-fragile domestic recovery and seek evidence of growth-led inflationary pressures, Nomura analyst Jeong Woo Park says in a note. The semiconductor super cycle's spillover to domestic demand remains limited, sustaining K-shaped growth patterns, while inflation is being driven more by the current oil price shock, supporting a hawkish Bank of Korea stance, the note says. Nomura says conditions remain premature for further tightening as there is no confirmation yet of a sustainable consumption recovery or rising inflation expectations. (venkat.pr@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 19, 2026 22:05 ET (02:05 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}