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The pre-sale auction for the new 30-year Korea Treasury Bond benchmark (26-8) on December 1 drew weaker-than-expected bids even after the finance ministry trimmed this month's 30-year supply by KRW 300 billion to KRW 2.5 trillion. Soft ultra-long demand, colliding with fiscal expansion and next year's heavier issuance calendar, keeps upward pressure on the KTB long end and steepens the curve, which raises domestic funding costs and can leak into USD/KRW and local equity risk premia. The read changes only if insurers and pension funds step back in at these yields; the immediate confirmation points are the 2026 issuance schedule and whether US 30-year yields stabilize alongside cooling inflation caution.
As a Macro signal, watch whether it changes price action, volatility, or flows around KRW=X, KOSPI.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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