花旗预计韩国央行终端利率在1.50% 政府料加码财政刺激

环球市场播报
24 Apr

  花旗经济学家Jinwook Kim在周四的一份报告中称,韩国央行料在2026年5月底前降息五次,基准利率将降至1.50%,同时预计政府将扩大财政刺激。 

  花旗预计韩国央行将分别在2025年5月、8月和11月以及2026年2月和5月降息。

  预计2026年第二季度韩国央行将达到终端利率1.50%;预计2025年第四季度利率将在2.00%。

  考虑到近期增长和通胀面临的风险,5月份降息50个基点的可能性变大。但从金融稳定角度出发,央行也可能选择在当月降息25个基点

  预计今年将总计追加预算50万亿韩元(350亿美元);之前的预测为35万亿韩元。

  花旗将韩国今年GDP增长预测下调至0.6%,明年下调至1.3%。

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