韩国强劲的出口或支持韩国央行的强硬立场

Core Viewpoint - Strong exports from South Korea may support the Bank of Korea's hawkish stance in the upcoming policy meeting on July 10, as increased fiscal spending could alleviate concerns about economic growth [1] Group 1: Economic Indicators - Nomura Securities economist Jeong Woo Park suggests that robust exports, particularly in semiconductors, will continue to bolster economic recovery in the second half of the year [1] - South Korea's exports rebounded in June, driven by active semiconductor shipments, despite global trade being hampered by increased tariffs from the U.S. [1] Group 2: Monetary Policy Outlook - The Bank of Korea is not expected to lower interest rates for the remainder of the year, with a forecasted rate cut of 25 basis points in February 2026 marking the end of the current easing cycle [1]