韩国央行：预计通胀率将维持在约2%的水平。房地产市场和家庭债务相关的风险已增加。未来的通胀 水平可能受到国内外经济状况、汇率变动、全球油价波动以及政府的价格稳定措施的影响。 ...

Group 1 - The core viewpoint of the articles highlights the significant impact of external factors, particularly U.S. tariffs and political uncertainty, on the South Korean economy, overshadowing domestic political changes [1][5] - The Bank of Korea has conducted four interest rate cuts in 2025, lowering the rate to 2.5%, the lowest since August 2022, in response to political uncertainty and market volatility [1] - South Korea's GDP growth unexpectedly contracted by 0.1% in Q1 2025, marking the first contraction since Q4 2020, leading the Bank of Korea to revise its GDP forecast for the year down from 1.5% to 0.8% [1] Group 2 - The Bank of Korea warns of risks associated with rising housing prices, particularly in the Seoul metropolitan area, which could exacerbate household debt and threaten financial stability [3] - From December 2013 to May 2025, the cumulative increase in housing prices in Seoul outpaced the national average by 69.4 percentage points, indicating a growing disparity between capital and non-capital regions [3] - As of June 2025, housing prices in Seoul have continued to rise, with core area prices reaching 120,000 to 150,000 RMB per square meter, and some luxury apartments exceeding 500,000 RMB per unit [3] Group 3 - South Korea's household debt remains high at 91.7% of GDP, second only to Canada, with a continuous increase over 17 years, raising concerns about economic growth and financial stability [4] - The Bank of Korea aims to gradually reduce the household debt-to-GDP ratio to 80% to mitigate economic constraints [4] - To address the polarization in housing prices, the report emphasizes the need for government initiatives to develop regional cities and reduce excessive regional imbalances [4] Group 4 - The U.S. tariffs imposed on South Korea, including a 25% tariff and specific tariffs on steel and automotive industries, have created significant uncertainty in the capital markets [5] - Ongoing negotiations between South Korea and the U.S. have yet to yield substantial results, with the South Korean Trade Minister emphasizing the need to prioritize national interests in trade discussions [5] - The Bank of Korea reported a record high current account surplus of $118.23 billion with the U.S. in 2024, driven by strong U.S. domestic demand and increased investments from South Korea [6]

韩国央行副行长：家庭债务已成为货币政策中的重要因素。 ...

韩国财政部就家庭债务问题举行会议，称将大幅强化对抵押贷款的监管。 ...

《加息尾声的美元反弹》20230521 《关注货币活性下降》20230813 《美债利率上行遇阻》20231029 《如何看待美债利率回落》20231105 《中债收益率曲线已较为平坦》20231112 《如何看待美债长期利率触顶》20231122 《"平坦化"存款降息》20231217 《房贷利率仍是长期利率焦点》20240225 《利率债与房地产的均衡分析》20240331 《新旧动能与利率定价》20240407 《美联储能否实现"软着陆"?》20240602 《当前影响利率的财政因素》20240630 《美国经济看点：AI 浪潮与家庭债务》20241103 《特朗普交易：预期与预期之外》20241124 《低通胀惯性仍是主要矛盾》20250105 《如何看待美国通胀形势》20250119 《DeepSeek，DOGE，贸易摩擦》20250209 《美国的赤字、储蓄率与利率》20250216 《AI、黄金与美债》20250302 《"以股看债"或成重要思路》20250309 《美联储如期放缓"缩减"》20250321 《美国经济：失速还是滞胀？》20250330 《美债成为贸易摩擦焦点》20250413 ...

Group 1 - The Australian housing market experienced a brief decline of 0.4% from November 2024 to January 2025, attributed to interest rate hikes and cost of living pressures, but rebounded in February 2025 following the first interest rate cut in over two years [1][3] - In the first five months of 2025, national residential prices increased by 1.7%, with all capital cities showing at least a 0.4% rise in May, including Sydney (0.5%), Melbourne (0.4%), Brisbane (0.6%), and Perth (0.7%) [3][5] - The current housing market is characterized by a mix of positive and negative factors, with affordability issues and high household debt being the main concerns, while interest rate cuts, improved buyer confidence, and insufficient housing supply are seen as positive influences [5][6] Group 2 - Melbourne's current housing prices are still 4.5% lower than their peak in March 2022, while Sydney's prices are only 0.3% below their high in September 2024, indicating a significant price gap between the two cities not seen since 1999 [5][6] - The CEO of McGrath Real Estate noted that buyer confidence is recovering, and if further interest rate cuts occur in 2025, it could significantly boost market sentiment [6] - Market conditions are expected to normalize, with predictions of a 2.5% to 5% increase in properties priced below 2 million AUD by Christmas, reflecting a gradual return of market confidence [6][7]

泰国央行：预计第一季度泰国家庭债务占国内生产总值（GDP）的比率将下降。 ...

智通财经5月13日电，纽约联储数据显示，第一季度整体信贷逾期率为4.2%，去年第四季度为3.6%。第 一季度家庭债务达18.2万亿美元，较去年第四季度增长0.9%。第一季度美国消费者违约率为4.3%，为 2020年以来最高水平。 纽约联储：第一季度整体信贷逾期率为4.2% ...

纽约联储：第一季度整体信贷逾期率为4.2%，去年第四季度为3.6%。第一季度家庭债务达18.2万亿美 元，较去年第四季度增长0.9%。 ...