NDF, 1,319.50/ 1,319.70원…2.30원↑

추경호 "韓성장률, 정부전망 부합…환율도 위기 수준 아냐" -...행간의 의미>금리동결 가능성 재확인

[1보] 한은, 기준금리 연 3.50%로 또 동결

에코프로 영업익 1795억 (컨센 1976억)
비엠 영업익 1073억 (컨센 1137억)

컨센 하회

에코프로가 2차전지 자회사 지분가치를 No discount해야 나오는 밸류라면 LG화학이 보유한 LG엔솔 지분가치는 100조원이 넘습니다

Very quick summary of today's BoK meeting.

-5 out of BoK mem leave door open for rate hike to 3.75 while one remains @ 3.5

-Core CPI expected to get less moderated than headline CPI. CPI expected to more moderated in H2 but uncertain surrounding inflation remains still high.

-No need to respond to fx unrest w/ rate policy. But will respond if fx gets volatile.

-1Q growth expected to turn slightly +ve. (growth for this yr is projected to be slightly below Feb forecast of 1.6)

-Delinquency ratio on PF loans not that high. It's possible for housing mkt to make soft-landing

-Rate cut talk too premature. The decline in short-term rates is excessive, referring to 90D bonds yields.

에코때문에 시장 합리적 분석이 안됩니다…그럼 에코 사세요?