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South Korean market scene contrasting high food prices with stable fuel costs amid 2% inflation slowdown.
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韩国1月消费者价格上涨2%,五个月来增速最缓

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韩国1月份消费者价格同比上涨2%,创五个月来最低增速。这一放缓部分归因于石油产品价格稳定,因为国际原油价格下跌,据政府数据。然而,一些农业和畜牧产品价格继续大幅上涨。

Marco Lavagna resigned from directing INDEC after disagreements with the government on implementing the new Consumer Price Index for January. Minister Luis Caputo confirmed the methodological change will be postponed until disinflation is consolidated, appointing Pedro Lines as the new head. January inflation is estimated at 2.5%, according to official projections.

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INDEC director Marco Lavagna resigned on Monday due to disagreements with the government over implementing a new methodology for measuring January inflation. Economy Minister Luis Caputo confirmed the change will be postponed and appointed Pedro Lines as replacement. Unions express concerns over potential data manipulation.

Colombia's central bank may hike its policy rate by 50 basis points to 9.75% at its January 30 meeting, according to analysts surveyed by Anif and Corficolombiana. The move would address 2025 inflation of 5.15% and a 23% minimum wage increase that has boosted inflation expectations. The global context, with steady Fed rates and Brazil's policy, shapes the local outlook.

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Salaries rose 1.8% in November 2025, below that month's 2.5% inflation, according to data from the National Institute of Statistics and Censos (INDEC). From January to November, incomes increased an average of 36%, exceeding the 27.9% inflation for the period. However, growth in registered employment lagged behind the informal sector.

韩国央行于1月15日在首尔召开货币政策会议,决定将基准利率维持在2.5%。这是自7月以来连续第五次维持利率不变,受韩元疲软和通胀担忧影响,限制了进一步宽松的空间。韩国央行行长李昌镛强调数据驱动的方法,在高不确定性下,为未来三个月可能的降息留有空间。

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The Composite Stock Price Index (IHSG) opened up 39.71 points or 0.44 percent to 9,072.29 on Thursday morning, amid market concerns over threats to the independence of the US Federal Reserve due to President Donald Trump's attacks on Chairman Jerome Powell. These worries are reinforced by Producer Price Index (PPI) data showing price pressures, potentially leading the Fed to hold or raise interest rates. However, analysts view this strength as a signal of an investment shift toward a supercycle supporting Indonesia's stock market throughout 2026.

 

 

 

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