Economy February 25, 2026

Bank of Korea to Publish Quarterly 'Dot Plot' Showing Board Views on Rates

Seoul central bank expands forward guidance to include seven members' six-month projections after 18-month pilot

By Marcus Reed
Bank of Korea to Publish Quarterly 'Dot Plot' Showing Board Views on Rates

The Bank of Korea will broaden its forward guidance by publishing a quarterly 'dot plot' that aggregates anonymous interest-rate path projections from all seven board members for the coming six months. The move, following 18 months of pilot testing, will be rolled out at the policy meeting on Thursday and then at meetings in February, May, August and November alongside the bank's quarterly economic forecasts.

Key Points

  • The Bank of Korea will publish a quarterly dot plot showing three anonymous six-month interest-rate projections from each of its seven board members, totaling 21 points.
  • This formal release follows 18 months of pilot testing and will debut at the policy meeting on Thursday, then recur at February, May, August and November meetings alongside quarterly forecasts.
  • The new practice builds on forward guidance introduced under Governor Rhee Chang-yong in April 2022, which previously disclosed six members' three-month views since October 2022 - impacting financial markets, bond yields, and institutions involved in interest-rate sensitive sectors.

The Bank of Korea has announced a formal expansion of its monetary-policy forward guidance: beginning at the upcoming policy meeting it will publish a quarterly chart showing the interest-rate projections of its seven board members for the next six months.

The new arrangement mirrors a similar approach used elsewhere and will present 21 individual points - three separate projections from each of the seven members - to reflect different possible paths for the policy rate over a six-month horizon. The bank said the measure follows 18 months of pilot testing and will appear at policy meetings held every February, May, August and November when the central bank issues its quarterly economic outlook.

Under the revised process, each board member will submit three anonymous projections that capture their views on plausible interest-rate trajectories during the six-month term. The aggregate chart - the so-called dot plot - will be made public at 10:30 a.m. local time (0130 GMT) after the board concludes its meeting at 09:00 a.m. The release will also include information on any dissenting votes by board members; previously, details about dissenters were disclosed during the opening remarks of press conferences later in the day.

The change builds on a forward guidance practice introduced under Governor Rhee Chang-yong, who took office in April 2022 and launched the Bank of Korea's first formal forward guidance scheme. Since October 2022, the governor has published the interest-rate views of six board members - excluding his own - limited to a three-month outlook at each policy meeting. The new format expands both the number of participating board members and the forecast horizon.

The central bank scheduled the first public release of the new quarterly dot plot for the policy meeting being held on Thursday, marking the official transition from the pilot phase to a standing element of the bank's communication toolkit. The Bank of Korea said the dot plot will accompany the institution's quarterly economic forecasts at the specified meetings.


Reporting details

  • The dot plot will contain 21 points: three anonymous projections from each of seven board members for the next six months.
  • Release timing: 10:30 a.m. local time (0130 GMT), following a 09:00 a.m. policy meeting.
  • Schedule: Published at policy meetings in February, May, August and November alongside quarterly economic forecasts.

Risks

  • Implementation timing change - the dot plot and information on dissenters will now be released at 10:30 a.m. local time immediately after the 09:00 a.m. policy meeting; market participants will need to adjust to the new timing for receiving guidance, which could affect short-term market reactions. Affected sectors: financial markets and bond trading.
  • Transition from pilot to full rollout - the scheme is new in its quarterly, seven-member, six-month format after 18 months of pilot tests, so practical issues in presentation or interpretation could arise during early releases. Affected sectors: institutional investors and risk managers.
  • Comparability of signals - the shift from previous three-month, six-member disclosures to the new six-month, seven-member format may change how past guidance is compared with current projections, introducing uncertainty for analysts and borrowers. Affected sectors: corporate borrowers, banks, and market analysts.

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