BOK Minutes suggests one board member said further rate cuts should only be considered after risks related to FX and housing markets ease

The BOK minutes highlight a cautious stance among board members regarding further rate cuts, emphasizing the need for stabilization in the FX and housing markets.

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Notable FX Option Expiries for today's NY cut; several near-the-money EUR/USD clips

BOK Minutes suggests one board member said further rate cuts should only be considered after risks related to FX and housing markets ease

Newsquawk Daily European Equity Opening News - 3rd February 2026

Turkish PPI MoM (Jan) M/M 2.67% (Prev. 0.75%)

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Context

This suggests that while some easing might eventually be on the table, it will depend on resolving underlying economic vulnerabilities, impacting the outlook for BOK's monetary policy and potentially influencing investor sentiment surrounding the Korean Won and equity markets.

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