Oil drives South Korean inflation higher, but government curbs keep it contained
Bank of Korea taking wait-and-see approach as it assesses Middle East fallout
South Korea’s gasoline price cap should anchor CPI inflation near 2%
The Bank of Korea will show patience amid rising inflation risks stemming from Middle East conflict
South Korean inflation holds steady, but upside risks are increasing sharply
We are keeping our view that the Bank of Korea will hold its policy rate at 2.5% throughout 2026
BoK more concerned about financial stability than inflation
The BoK made the unanimous decision to hold in October, but the hawk-dove spectrum will continue to widen
South Korea: Recovery from recession will only come later in the year
Korea: CPI rises to decade high of 4.1%
Korea: February CPI accelerated to 3.7%YoY
