韩元兑美元汇率跌至1450美元左右，在前一交易日短暂上涨后，跌至近16年来的最低水平。这一下跌是由美联储鹰派前景后美元持续走强推动的。温和的韩国央行和国内政治动荡加剧了这一局面。韩国央行最新的会议纪要强调，在经济放缓的情况下，需要采取积极的货币宽松政策，这提高了人们对1月份降息25个基点和2025年进一步降息的预期，可能会将利率降至2%。交易员们也在关注该国日益加剧的政治冲突，在对韩总理权力的争议中，代理领导人否决了反对党的法案。与此同时，韩国金融当局计划放宽外汇监管，以提高货币市场的流动性。经济新闻方面，11月生产者价格指数同比上涨1.4%，高于10月的1%，为8月以来的最高涨幅。

The South Korean won fell to around 1,450 per dollar, returning to its lowest level in nearly 16 years after a brief rise in the previous session. The decline was driven by the ongoing dollar strength following a hawkish outlook from the US Federal Reserve. This was compounded by a dovish Bank of Korea and domestic political turmoil. The BOK's latest meeting minutes underscored the need for proactive monetary easing amid an economic slowdown, raising expectations of a 25bps rate cut in January and further reductions in 2025, possibly lowering the rate to 2%. Traders are also monitoring the country’s deepening political strife, with the acting leader vetoing opposition bills amid disputes over Prime Minister Han's authority. Meanwhile, South Korea’s financial authorities plan to ease foreign exchange regulations to improve liquidity in the currency market. In economic news, producer prices rose 1.4% year-on-year in November, up from 1% in October, marking the highest gain since August.

基准韩国综合股价指数周五下跌1.1%，至2410点左右，延续了前一交易日的跌幅，受美联储鹰派信号继续打压市场情绪，几乎所有行业大幅下跌拖累。在国内，投资者继续关注不断深化的政治冲突，在尹被弹劾后，由于对韩总理权力的争议，代理领导人否决了反对党的法案。在经济数据方面，韩国11月生产者价格指数同比攀升至1.4%，高于10月的1%，达到8月以来的最高水平。大多数指数权重股下跌，芯片和金融股领跌，三星电子下跌1.7%，而其同行SK海力士下跌3%。在金融股中，KB Financial（-0.8%）、新韩金融（-1.4%）和Hana Financial（-2.6%）领跌。本周，基准指数将下跌3%以上。

The benchmark KOSPI shed 1.1% to around 2,410 points on Friday, extending losses from the previous session, dragged down by sharp losses from nearly all sectors as hawkish signals from the US Federal Reserve continued to weigh on sentiment. Domestically, investors continue to monitor the deepening political strife, with the acting leader vetoing opposition bills amid disputes over Prime Minister Han's authority after Yoon's impeachment. On the economic data front, South Korea's producer prices climbed to 1.4% year-on-year in November, up from 1% in October, reaching its highest level since August. Most index heavyweights lost ground, led by chip and finance stocks, with Samsung Electronics dropping 1.7%, while its peer SK Hynix tumbled 3%. Among financials, KB Financial (-0.8%), Shinhan Financial (-1.4%), and Hana Financial (-2.6%) led the losses. For the week, the benchmark index is set to lose more than 3%.

韩国将放宽外汇监管以改善流动性状况。韩国金融当局周五表示，他们将放松外汇监管，以改善货币市场的流动性状况，因为韩元的交易价格处于15年来的最低点。

South Korea to ease FX regulations to improve liquidity conditions.South Korea's financial authorities said on Friday they would loosen foreign exchange regulations to improve liquidity conditions in the currency market, as the won traded at a 15-year low.

2024年11月，韩国生产者通胀率同比上升1.4%，高于一个月前的1%，达到8月以来的最高水平。这是由于制造业产品成本反弹（10月份为+0.5%对-0.3%）以及电力、水和天然气价格上涨（+5.8%对+4.2%）和服务价格上涨（2.1%对2.2%）。另一方面，农产品、林业和海洋产品价格下跌（-0.5%对+0.5%）。按月计算，生产者价格指数在上个月下跌0.1%后小幅上涨0.1%。

Producer inflation in South Korea rose by 1.4 percent year-on-year in November 2024, up from a 1 percent gain in a month earlier, making the highest level since August. It was due to a rebound in cost of manufacturing products (+0.5 percent vs -0.3 percent in October) and an increase in prices of electric power, water, and gas (+5.8 percent vs +4.2 percent) and service (2.1 percent vs 2.2 percent). On the other hand, prices fell for agricultural, forestry, and marine products (-0.5 percent vs +0.5 percent). On a monthly basis, producer prices edged up by 0.1 percent, after dipping by 0.1 percent in the prior month.