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The Bank of Korea hiked as expected, taking the policy rate to 1.00%, from 0.75%.
Further hikes were made conditional on a plethora of factors, providing plenty of wriggle room.
We expect a pause until mid-2022, as Covid cases spike, and with an election looming in March.
No back to back hikes from the BoK, but a November hike is all but assured
Renewed market intervention a possibility
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
In one line: The PBoC’s smaller MLF injection confirms that the RRR cut was not an easing.
Jury still out on Q2 GDP growth.
Retail sales stabilised in June, but the recovery remains on hold.
Industrial production still lacks infrastructure drivers.
Infrastructure spending will soon turn around.
Home price rises holding up against slowing loan growth.
The PBoC’s smaller MLF injection confirms that the RRR cut was not an easing.
2021 BoK hike remains on the table, despite recent Covid spike
In one line: Mr. Lee doesn’t say no to a rate hike this year
The BoK looks set to remain in a holding pattern, paying lip service to financial imbalances, from housing, to Bitcoin, for the remainder of this year, though a hike still looks likely early in 2022.
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