Goldman Sachs Forecasts Two 25bp Rate Hikes for South Korea in Q3, Q4 2026 Amid AI Export Boom

According to Goldman Sachs economists led by Tilton, South Korea’s central bank faces pressure to raise rates by 25 basis points each in the third and fourth quarters of 2026, driven by surging chip and AI-related exports. The bank predicts AI-related exports could triple this year, reaching nearly 30% of GDP, while non-tech exports remain weak due to regional oversupply and energy shocks. Goldman Sachs noted the K-shaped recovery suggests the need for targeted fiscal policy, with currency appreciation expected as AI-driven exports accelerate.

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.
Comment
0/400
No comments