韩国央行周四料维持利率不变，多重内外因素制约宽松政策空间

Core Viewpoint - Moody's analysis predicts that the Bank of Korea will maintain the benchmark interest rate at 2.5% during the monetary policy meeting on the 28th, due to a complex macroeconomic environment and multiple policy constraints [1] Internal Pressures - The Bank of Korea is cautious about further easing monetary policy, primarily due to three internal pressures: high household debt levels, upward risks in the real estate market, and recent signs of rising inflation [1] - These factors collectively strengthen financial stability considerations, limiting the space for interest rate cuts [1] External Environment - The external environment also diminishes the necessity for an immediate shift to a more accommodative policy [1] - The weakening of the Korean won raises concerns about imported inflation [1] - Additionally, South Korea's GDP growth in the third quarter exceeded expectations, indicating some inherent economic resilience, which reduces the urgency for rate cuts to stimulate growth [1]