机构:预计韩国央行将在本轮周期内再逐步加息两次

格隆汇
Oct 22
韩华投资证券策略师Sung-soo在一份报告中指出,韩国央行在维持利率不变后未提供明确的前瞻性指引,这表明政策制定者对市场定价的利率路径感到满意。Sung-soo表示:“尽管需求动能可能持续强劲,但缺乏明确信号可被解读为,政策制定者对市场定价的政策利率路径和终端利率基本没有异议。”Sung-soo预计,央行将在本轮加息周期中再分两次逐步加息——分别在11月和明年2月——将终端利率提升至3.50%,随后维持该利率水平直至2027年底。

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