凯投宏观：韩国央行未来数月或进一步加息_老虎社区_美港股上老虎

凯投宏观：韩国央行未来数月或进一步加息

格隆汇07-16 09:57

凯投宏观经济学家Gareth Leather表示，韩国央行继周四加息后，未来仍可能进一步上调利率。他指出，除整体消费者通胀近期大幅上升外，更令韩国央行担忧的是韩国核心通胀已由2026年初的2.0%升至2.5%。房价上涨带来的金融稳定风险也是韩国央行维持较高利率的另一原因。此外，韩国出口表现强劲，经济具备承受更高利率的能力。

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