Joo Won

south Korean actor

18 stories

6 quotes

If the U.S. and China extend their trade truce, it would help ease concerns over the global economic slowdown and improve investor sentiment toward export-driven economies like Korea,
Given the Fed's trajectory, the BOK is likely to hold its key rate in May in a wait-and-see mode and shift toward gradual rate hikes in the second half of the year. I would say rate cuts are off the table for both economies,
The market is being driven less by the direction of geopolitical tensions and more by domestic fundamentals and earnings prospects,
With liquidity expected to be injected through the supplementary budget, a rate cut could further fuel inflationary pressures,
Shin is considered hawkish, but appears cautious about preemptive tightening. Early in his term, he will likely assess external conditions such as the Middle East situation and oil prices before making decisions,
It's clear the rate-cut cycle is over. While a hike will likely come at some point, the timing will be a key consideration for the incoming BOK chief,

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