- 11,146
- 싱글카페
- 한국은행 금리인하 (75 bps) - 원화서포트? 글쎄??
페이지 정보
- GTR (pvahn)
-
- 611
- 0
- 2
- 2008-10-27
본문
그것도 보통 월 첫째주 목요일에 하는 금리결정을 앞당겨서 급하게 단행했다는게 참~~
시중자금 활성화에 기업들 투자나 내수촉진에는 심리적 안도감을 줄지는 모르나....... 보통 금리인하는 자국통화 약세요인 입니다.....(그만큼 원화에 대한 이자/메리트가 줄어드니까)
현재 한국 FX 장중 SGD/KRW 는 955!
그리고 정책금리가 빠진다고 은행채, 회사채 그리고 양도성 예금 (CD) 금리및 대출금리도 따라간다는 보장은 전혀 없죠........국내 금융환경이 정책금리 변화보다 실질적으로 시장금리에 영향을 줍니다.
당국 환율개입으로 몇천억불 까먹고...이젠 다시 또 국고를 털어서라도 RP 조건으로 은행채를 사들여 시중금리 안정을 취한다고 하니........ 나라 창고가 언젠가는 바닥이 날듯 ㅉ ㅉ
물론 명바기, 만수장관, 개날당......지금 현실이 국제적 추세라고 반박하기는 하는데.....
한국 주가폭락과 환율상승폭이 아시아에서 top 2인건 어떻게 변명을 할껀지~~ 이것도 선방인가?
올해 싱달러 1,000원 찍는거 충분히 가능합니다....워낙 변동폭이 크다보니 타이밍 잘 잡으시고 850-900 에서는 무조건 송금받으시기 바람!
Bank Of Korea Cuts Rate By 75 BPs; Biggest Cut Ever
(Dow Jones - Wall Street Journal)
--The Bank of Korea unexpectedly cut its benchmark interest rate by 75 basis points to 4.25% Monday as part of measures to alleviate the impact of the ongoing financial market turmoil on the broader economy.
The central bank said its the largest ever rate reduction in South Koreas history.
BOK also cut aggregate credit rate by 75 basis points to 2.5% Monday shortly after the policy rate cut.
The Bank of Koreas monetary policy committee Monday also gave the central bank approval to purchase domestic bonds issued by local banks via open market operations.
The South Korean government has been pressuring the central bank for some time to buy bank bonds to boost liquidity in the market and to bring down lending rates that have been creeping up despite a rate cut earlier this month.
The central bank held an unscheduled meeting earlier Monday and was expected to announce some market-supportive measures including a potential rate cut.
The sharper-than-expected rate cuts reflect concerns on how much of a hit the local economy has taken from global financial and economic woes. The BOKs move follows a 25-basis-point rate cut earlier this month. The next policy meeting is scheduled for Nov. 7.
South Koreas stock market, which extended gains shortly after the BOKs move, turned lower.
At 0150 GMT, the Korea Composite Stock Price Index, or Kospi, was down 0.5% to 934.27.
December bond futures were up 105 ticks at 109.80, while three-year treasury yield was down 35 basis points at 4.49%. The dollar was trading at KRW1,441.25, up from KRW1,420.00 at Mondays open.
Economists expect more rate cuts to come in the coming months.
"The exceptional move likely came on the view that any expected action (by the BOK) wont be enough to affect markets. The base rate will likely be lowered to 4%, but I dont see more room to cut thereafter" following Mondays strong move, said Kim Jae-eun at Hana Daetoo Securities.
However, Chun Chong-woo at Standard Chartered Bank said the base rate may decline to "the 3% level" by the first half of next year while Seo Cheol-soo at Daewoo Securities says the rate could be as low as 3.5%, adding this is providing "strong power" to treasurys.
· ·-0-
댓글목록
또야님의 댓글
또야 (dhlsths)궁금했던 내용 간략하게 정리해주시니 감사~
NAM님의 댓글
NAM (kimko)싱가폴달러도 USD대비 절하되는 상황인데 원화는 완전 글로발 호구가 되어가는 상황이니 안타깝네요. 국제 신용경색이 잠잠해지면 원화도 어느정도는 제자리를 찾겠지요. 저는 아니지만 원화를 싱달러로 바꿔 쓰시는 분들도 많은데 그래도 한국에 희망적인 방향으로 생각하고 싶습니다. 우리 리만브라더스 형님들 하는거 보면 희망이 좀 사라지긴 하지만....ㅜㅜ