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Markets have fully priced a 25bp Bank of Korea hike to 2.75% at the July 16 Monetary Policy Board meeting, with growth, inflation, FX, and housing all cited as supporting tightening. Attention has already shifted to the speed and terminal level of hikes in H2, which will drive Korean bond yields, bank-sector equities, and USD/KRW more than the July decision itself. Watch the post-meeting statement and dissent count for signals on whether the BOK moves at consecutive meetings or pauses to assess household debt and growth impact.
As a Macro signal, watch whether it changes price action, volatility, or flows around KOSPI, KRW=X.
Original Source: 토큰포스트
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