降息大门已经关闭？韩国央行连续7次按兵不动，删除“宽松”措辞转向中性立场

Group 1 - The Bank of Korea decided to maintain the benchmark interest rate at 2.5%, aligning with market expectations and marking the fifth consecutive meeting without a rate change [1][5] - The central bank removed language regarding potential rate cuts from its statement, indicating a shift towards a neutral stance amid financial stability risks [1][5] - Economic resilience is noted despite global trade uncertainties, with the Bank of Korea raising its growth forecast for 2026 to 1.8% and adjusting inflation expectations to 2.1% [5][6] Group 2 - The Korean won has been the worst-performing currency in Asia this year, raising concerns about rising import costs and inflation [6][7] - The real estate market continues to show upward trends, with apartment prices in Seoul increasing for 49 consecutive weeks, despite government measures to curb demand [6][9] - The government’s growth strategy is slightly more optimistic than the central bank's, predicting a growth rate of 2%, but warns of potential declines in the long-term growth rate without structural reforms [9]