Consumer Sentiment at 8-Year High: "Thanks to Tariff Agreement and Q3 Growth" [3-Minute Brief]

[At a Glance]
① Consumer sentiment hits 8-year high... Housing price expectations remain elevated
② SK Group forecasts exports to surpass 120 trillion won this year... Driven by SK Hynix
③ Korean won falls to the 1,480 range... National Pension Service discusses 'strategic FX hedging'

MARKET INDEX : Year to date

○The New York Stock Exchange rose across the board on expectations of a rate cut in December.

○September retail sales recovery lost momentum; wholesale prices met expectations.

○Alphabet and Meta rose on news of adopting Google AI chips.

Top3 NEWS

■ "Tariff agreement and higher-than-expected GDP, base effect explodes" Consumer sentiment at 8-year high

○Bank of Korea, November 2025 Consumer Sentiment Survey results
○Tariff agreement and third-quarter GDP exceeding forecasts... rebound after three months
○Expectations for housing price increases persist; although lower than the previous month, still well above the long-term average

■ SK Group forecasts exports of 120 trillion won this year... 'All-time high' thanks to strong semiconductor performance

○SK Group achieved cumulative exports of 87 trillion won in the third quarter
○Exports of high-value memory such as HBM increased
○Annual exports expected to reach a record high of 120 trillion won this year

■ Korean won stability relief pitcher... National Pension Service asked to extend 10% FX hedging on overseas investment

○Request to temporarily raise and extend the 'strategic FX hedging' ratio expiring at the end of this year
○National Pension Service's overseas investments now exceed foreign exchange reserves, making it a major player in the FX market
○If fully implemented, up to $52 billion could be supplied to the market

Graphic News: US Big Tech visits Korean factories in person... The world pays attention to Korea's DC power distribution technology

○Electricity bills account for 60% of data center operating costs

○Actively considering the introduction of high-efficiency DC power distribution

○LS Electric secures over 800 billion won in North American data center orders

the Chart: Financial holding companies facing productive finance may be hampered by high exchange rates... Emergency in soundness management

○Shinhan and Hana saw their common equity tier 1 capital ratios fall compared to the previous quarter

○Attributed to exchange rate effects

○The four major financial groups to inject 400 trillion won in venture capital next year... all-out efforts for soundness management

Today's Key Schedule

○Domestic

○Overseas

00:00 US Business Inventories (MoM) (August)

00:00 US CB Consumer Confidence Index (November)

03:00 US 5-Year Treasury Auction

06:30 US API Weekly Crude Oil Stock

10:00 New Zealand Interest Rate Decision

14:00 Japan BoJ Core CPI (YoY)

18:20 Speech by Bundesbank's Mauderer (Germany)

19:00 UK Autumn Budget Statement

22:30 US GDP (QoQ) (Q3)

22:30 US Initial Jobless Claims

◇Lunch & Evening Commute Weather

○Lowest temperature: 2℃(▼6℃) ｜Highest temperature: 11℃(▲2℃)
○Precipitation probability: 20% in the morning｜0% in the afternoon
○Fine dust: Moderate in the morning｜Moderate in the afternoon

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