Citi’s Chief Korea Economist Expects BOK to Cut Rates Again in 4Q

The transcript discusses expectations for monetary policy, including potential rate cuts in Q4, with a focus on October as a strategic time due to trade tensions and Fed guidance. It highlights the global emphasis on fiscal policy, particularly in South Korea, where a pro-growth budget for 2020 has been announced. The discussion also covers revised growth forecasts for South Korea, considering fiscal and monetary easing, with a projected increase in growth for 2020.

What are the expected meetings in October and November about?

What factors are influencing the expectation of a rate cut in Q4?

How has the role of fiscal policy been perceived globally according to the text?

What was the revised growth target for South Korea mentioned in the text?

What is the significance of the fiscal stimulus expected in 2020?