[At a Glance]

① [Market] Lowered Expectations for U.S. Rate Cuts, Bank of Korea Likely to Hold in April... Concerns Deepen

② [Commodities] Fear of "$150 Oil" Spreads... Two Worst-Case Scenarios Possible

③ [Defense] KF-21's First Export Confirmed... Indonesia Orders 16 Aircraft

MARKET INDEX : Year to date

Lowered Expectations for U.S. Rate Cuts [1-Minute Brief] View original image

Top 3 NEWS

■ Lowered Expectations for U.S. Rate Cuts, Bank of Korea Likely to Hold in April... Concerns Deepen
○ U.S. hawkish rate freeze: "Cut possible only with further progress on inflation"
○ In Korea, rising inflation concerns vs. economic slowdown worries, leading to greater interest rate uncertainty 
○ Exchange rate and the Iran crisis could further limit monetary policy flexibility
■ Fear of "$150 Oil" Spreads... Two Worst-Case Scenarios Possible
○ If the Red Sea is blocked, oil prices could rise further
○ U.S. ground troop deployment could also drive up oil prices
○ In the worst-case scenario, oil could reach $150 per barrel
■ KF-21's First Export Confirmed... Indonesia Orders 16 Aircraft
○ Indonesian President to sign contract in Sacheon on the 1st
○ Major milestone 11 years after KF-21 development began
○ Implementation contract to be signed in the first half of the year after final terms are agreed
Lowered Expectations for U.S. Rate Cuts [1-Minute Brief] View original image

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