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August consumer prices rose 3.1% year-on-year, back above 3% after July's 2.8%, while the ex-food-and-energy core gauge widened to 3.4% and living-cost inflation hit 3.2%, largely on the base effect from last year's SK Telecom fee discounts. The print came in slightly under consensus, which keeps a Bank of Korea easing path alive despite sticky core, capping upside in KTB yields and limiting fresh won depreciation pressure through the rate-differential channel. Watch whether core cools once the telecom base effect fades in the September and October releases; persistent 3%-plus core would delay cuts, tighten domestic liquidity, and weigh on KOSPI rate-sensitive sectors and USD/KRW-linked risk appetite.
As a Macro signal, watch whether it changes price action, volatility, or flows around KRW=X, KOSPI.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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