# Conviction in 3.5% Terminal Rate Weakens Amid Stock Market Slump

> Analysts say persistent stock-market weakness is eroding market expectations that the Bank of Korea's terminal policy rate will reach 3.50%, with 3.25% now a possible alternative. Interest-rate swap pricing for further hikes has also moderated, amid concerns about weaker markets and possible slowing of U.S. data-center investment.

- Date: 2026-11-07 · published 2026-11-07T15:09:39.966Z
- Category: macro · region South Korea · magnitude low
- Page: https://feedsoft.ai/events/86143-conviction-in-3-5-terminal-rate-weakens-amid-stock-market-slump
- Commodities: [Korean Won (KRW per USD)](https://feedsoft.ai/c/USDKRW.md)

## Why it matters

Lower expected Korean interest rates can influence the won and the financing environment, but the report describes changing market expectations rather than a direct feed-supply or demand shock. No clear commodity-price direction is established.

## Sources

- en.infomaxai.com: https://en.infomaxai.com/news/articleView.html?idxno=147448

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.