▣ Treasury bond yields fluctuated within a narrow range, affected by expectations of the U.S. Federal Reserve’s rate cut and the potential expansion of Treasury bond issuance.

▣ The KOSPI fell slightly and then rebounded due to correction pressure following its recent gains and changing expectations of regulatory reforms in the capital market.

▣ Bank lending to the household sector (+2.7 trillion won in July 2025 → +4.1 trillion won in August 2025) and the corporate sector (+3.4 trillion won → +8.4 trillion won) both grew by larger margins in August than in the previous month.

▣ Deposit-taking by banks shifted to a huge increase in August (-11.4 trillion won in July 2025 → +32.9 trillion won in August 2025), and funds under management at asset management companies continued to grow (+46.6 trillion won → +15.7 trillion won).


※ Please refer to the attached files.