▣ Treasury bond yields rose sharply, driven by inflation concerns stemming from rising global oil prices following the war in the Middle East, as well as by shifts in expectations regarding monetary policy in major economies.

▣ The KOSPI fell sharply amid high volatility reflecting strengthened global risk-off sentiment due to geopolitical instability in the Middle East, as well as uncertainty over monetary policy in major economies and concerns about a slowdown in the semiconductor industry.

▣ In March, bank lending to households turned to an increase (-0.4 trillion won in February 2026 → +0.5 trillion won in March), and bank lending to the corporate sector continued to grow significantly in March as in the previous month (+9.6 trillion won → +7.8 trillion won).

▣ Deposit-taking by banks continued to increase in March (+47.3 trillion won in February 2026 → +20.5 trillion won in March). Funds under management at asset management companies reversed to a substantial decline (+48.6 trillion won → -29.1 trillion won).



※ Please refer to the attached files.