Overview
- Reuters reports 32 of 36 economists expect no change on Nov. 27, with four forecasting a 25-basis-point cut.
- Yonhap Infomax says all 18 local analysts surveyed anticipate a hold at 2.5% for the upcoming decision.
- Most economists now see the next rate reduction in the first quarter of 2026, reflecting prolonged caution.
- A subset still projects near-term easing, with 9 of 18 in the Yonhap poll expecting a 25-basis-point cut within three months.
- Recent data complicate further easing, with Q3 GDP growth at 1.2%, October inflation at 2.4%, and the won near 1,475.6 per dollar.