韩元兑美元汇率约为1385韩元,接近四个月来的最低水平,因为美元保持强势,这是由于美国经济数据稳健后国债收益率反弹,以及特朗普11月获胜的可能性上升。特朗普的关税、税收和移民政策被视为通货膨胀,限制了美联储进一步降息的空间。在国内,初步估计显示,韩国最近的GDP数据低于预期,支持了韩国央行可能进一步降息的押注。第三季度国内生产总值仅增长0.1%,远低于0.4%的预测,而第二季度的收缩率为0.2%,而年增长率放缓至1.5%,低于预期的2%。在货币方面,韩国央行将基准利率降至3.25%,加入了全球宽松周期。然而,州长李昌镛将此举描述为“鹰派削减”,表明由于对房地产价格和家庭债务上升的担忧,对进一步削减持谨慎态度。
The South Korean won traded around 1,385 per dollar, holding close to its lowest level in four months as the dollar remained strong, due to a rally in Treasury yields following solid US economic data and rising odds of a Trump victory in November. Trump's policies on tariffs, taxes, and immigration are viewed as inflationary, limiting the Federal Reserve's room for further rate cuts. Domestically, preliminary estimates showed that South Korea’s recent GDP figures missed forecasts, supporting bets that the Bank of Korea may initiate further rate cuts. The GDP grew just 0.1% in Q3, widely missing the 0.4% forecast, from a 0.2% contraction in Q2, while annual growth slowed to 1.5%, below the expected 2%. On the monetary front, the Bank of Korea cuts its base rate to 3.25%, joining the global easing cycle. However, Governor Rhee Chang-yong described the move as a "hawkish cut," signaling caution around further reductions due to concerns about property prices and rising household debt.