Citi: BoK now dove but still hawk on timing of rate cut. We bring fwd the timing of rate cut to AUG from OCT.
JP: BoK takes one step fwd to neutral but also refrains from rapid rate cut. 3Q is likely to be the timing for 1st rate cut.
MS: Across the board, BoK tone was down than Nov. But given BoK Lee rules out rate cut in H1, 1st rate cut is likely to happen in 3Q.
BBG economist: BoK closed the door for additional rate hike via its stmt. Hawkish color was diluted.
BNP: Hawkish tone down. May is possible for 1st rate cut.
JP: BoK takes one step fwd to neutral but also refrains from rapid rate cut. 3Q is likely to be the timing for 1st rate cut.
MS: Across the board, BoK tone was down than Nov. But given BoK Lee rules out rate cut in H1, 1st rate cut is likely to happen in 3Q.
BBG economist: BoK closed the door for additional rate hike via its stmt. Hawkish color was diluted.
BNP: Hawkish tone down. May is possible for 1st rate cut.
* 국내 금리시장은 대체적으로 dovish우세적 평가. 3분기부터 금리인하를 예상. 다만, 자산시장은 채권가격 강세를 제외하면 주식은 아직 선제적 pricing이 먹히지 않는 상태.
美전문가 “北, 전쟁 결정한 듯…한반도 상황 6·25 직전만큼 위험”
https://v.daum.net/v/20240113104702641
https://v.daum.net/v/20240113104702641
언론사 뷰
美전문가 “北, 전쟁 결정한 듯…한반도 상황 6·25 직전만큼 위험”
(시사저널=김민지 디지털팀 기자) 한반도 상황이 6·25 전쟁 직전만큼이나 위험하며, 김정은 북한 국무위원장의 잦은 전쟁 언급이 허세가 아닐 수도 있다는 미국 전문가들의 주장이 나왔다. 미국 미들베리국제연구소의 로버트 칼린 연구원과 지그프리드 해커 교수는 지난 11일(현지 시각) 북한 전문매체 38노스에 기고한 글을 통해 "한반도 상황이 1950년 6월 초