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YONHAP reports the Bank of Korea told a lawmaker that single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix could raise market concentration, amplify price swings and reinforce one-way flows, noting the two firms account for over half of Korea's equity market cap and turnover. The central bank warned these products can magnify inflows/outflows as corporate performance or market expectations shift, enlarge retail losses on downturns, and trigger ETF redemptions or portfolio rebalancing that further destabilise underlying share prices. The Bank of Korea said it will step up monitoring of single-stock leveraged ETFs’ impact on the stock market and the financial system.

SMBC Nikko Securities economist Maruyama said BOJ Q1 output gap estimates show a sustained positive trend, supporting higher inflation and providing a rationale for further rate hikes. He added the positive gap has not widened, so there is no immediate need to accelerate tightening; any faster or larger hikes would likely stem from a delayed but material pass-through of Middle East-related inflation or from rising inflation expectations.