汇丰分析师Albert Leung等人表示，金融稳定担忧和韩元贬值正在给韩国市场带来压力，导致货币政策前景更加不确定。

　　分析师仍预计韩国央行将在10月降息，但需警惕房地产市场风险再次浮现，而全球利率预期的变化也增加了不确定性。

　　由于对金融稳定性的担忧、韩元走弱、季度末流动性收紧以及对韩国加入WGBI指数时机的质疑，韩国收益率已升至关键水平以上。

　　分析师称韩国的人口结构和结构性因素表明长期增长率和中性政策利率将较低。

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责任编辑：陈钰嘉

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