MNI BOK Preview - October 2025: On Hold as Housing Remains Key

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We see the BOK on hold tomorrow due given:

• The Government's focus on the housing market with policies aimed at cooling prices.
• Trade uncertainties remaining, with no trade deal finalised and the Won suffering accordingly.
• Growth has been revised up moderately with export strength evident, yet remains below longer term averages.
• Inflation remains subdued and future expectations anchored, given ongoing downward pressure on oil.