Opportunity Map catalyst · 2026-08-03 · version 1

    Bank of Korea raises policy rate 25 bps to 2.75%

    Question

    Bank of Korea raises policy rate 25 bps to 2.75%

    Direct answer

    Supports the **KRW** and pressures **KOSPI** rate-sensitive sectors such as real estate and utilities; lowers price support for **3Y KTB** futures. — bullish pressure on 3Y KTB.

    Original publisher
    Market Ontology
    Evidence through
    2026-08-03
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Bank of Korea raises policy rate 25 bps to 2.75%”, revision 1, evidence through 2026-08-03. https://marketontology.com/catalysts/2026-08-03/bank-of-korea-raises-policy-rate-25-bps-to-2-75-8e0e16

    AssetDirectionTimeframeChannelScore
    3Y KTB▲Bull1–4 weeksMacro Repricing
    63
    Macro Repricing·Macro·expired

    Bank of Korea raises policy rate 25 bps to 2.75%

    Thesis

    Supports the **KRW** and pressures **KOSPI** rate-sensitive sectors such as real estate and utilities; lowers price support for **3Y KTB** futures. — bullish pressure on 3Y KTB.

    Supports the **KRW** and pressures **KOSPI** rate-sensitive sectors such as real estate and utilities; lowers price support for **3Y KTB** futures.

    Transmission path
    01 · Catalyst
    Bank of Korea raises policy rate 25 bps to 2.75%
    02 · Mechanism
    bullish pressure on 3Y KTB
    03 · Asset response
    Bullish 3Y KTB
    Source evidence
    • SummarySupports the **KRW** and pressures **KOSPI** rate-sensitive sectors such as real estate and utilities; lowers price support for **3Y KTB** futures.
    Possible expressions
    • 3Y KTBDirect directional exposure

    Illustrative, not advice

    Risks
    • Crowded positioning may already reflect the move
    • Counter-catalyst could neutralize the thesis before window closes
    • Fed officials or competing data may reframe the print
    Invalidation
    • 3Y KTB closes below pre-catalyst level on rising volume
    • Catalyst narrative is officially walked back or contradicted
    • Cross-asset confirmation (rates / FX / vol) reverses direction
    Monitor
    • 3Y KTB price vs. pre-event level
    • 3Y KTB volume vs. 20-day average
    • 2Y/10Y Treasury yield direction
    • DXY direction
    • Fed funds futures repricing

    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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