穆迪分析经济学家Dave Chia在报告中指出，韩国央行可能将降息时间推迟至2026年第一季度，主因家庭债务压力及房价持续高位构成政策掣肘。其表示，近期通胀抬头及第三季度GDP增长强于预期表明，“韩国央行并不急于进一步放宽政策”。韩国央行今年最后一次利率决议会议将于11月27日召开。

　　Chia强调，韩国失业率仍维持在低位，10月经季节调整的失业率微升至2.6%（前值2.5%），而制造业岗位在连续四个月下降后出现回升，显示劳动力市场保持韧性。

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责任编辑：王许宁

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