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ING analysts expect the Bank of Korea to cut its key rate from 2.75% to about 2% by year-end and then hold it through 2026. They estimate a neutral rate near 2.5% and examine fixed-versus-float and cross-currency positioning.
The note points to supportive demand at both ends of the yield curve.
The rate outlook is a macro input for Korean financial conditions and the won, with only indirect effects on feed commodity prices. It contains no new supply or demand information for grains or meals.
think.ing.comPadhraic Garvey, CFA, Min Joo KangJun 1, 2025Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
