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Passenger car registrations in the European Union increased by 1.6% year-on-year to 926,582 units in May 2025, following a 1.3% rise in April. The biggest increases were recorded in Spain (18.6%) and the Netherlands (7.3%), while registrations in Germany rose by 1.2%. By contrast, registrations dropped in Belgium (-11.7%) and Italy (-0.1%).

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EU Car Registrations Rise 1.6% in May

Copper futures held above $4.87 per pound on Wednesday, supported by a sharp decline in global inventories. London Metal Exchange copper stockpiles have dropped over 63% year-to-date, falling to just 99,000 metric tons, as traders diverted shipments to the US ahead of anticipated tariffs on copper imports—further tightening global supply. However, analysts cautioned that once the specifics of former President Trump’s proposed tariffs are finalized, US buyers—many of whom front-loaded orders earlier this year—may sharply reduce purchases, potentially weighing on near-term demand. Geopolitical risks also remained in focus. A US-brokered ceasefire between Israel and Iran appeared to be holding despite isolated flare-ups. Still, intelligence reports indicated that recent US missile strikes only partially damaged Iran’s nuclear facilities, delaying but not dismantling its program.

Copper Holds Gains Amid Shrinking Inventories

Persistent housing price increases in the Seoul metropolitan area could accelerate household debt and pose risks to South Korea’s financial stability, the Bank of Korea warned in its semi-annual report. Despite overall financial system stability in early 2025, the central bank is closely monitoring the rapid rise in Seoul real estate prices, which are highly sensitive to economic changes. The gap between metropolitan and non-metropolitan housing trends is widening, with regulations on multi-homeownership also pushing demand into Seoul’s preferred areas. Policymakers cautioned that falling interest rates may intensify price pressures and household lending, stating that the risk of financial imbalances related to the housing market in Seoul has recently risen again. While the risk index remains below COVID-era levels, the BoK stressed the need for macroprudential policies and confidence in stable housing supply.

BoK Warns of Rising Housing Market Risks in Seoul Area

Japan’s 10-year government bond yield held around 1.4% on Wednesday after the Bank of Japan’s latest Summary of Opinions reaffirmed a cautious approach to policy normalization. Policymakers cited heightened uncertainty in the economic outlook and reiterated that any future rate hikes would depend on the realization of their growth and inflation forecasts. Several BOJ members underscored the need to maintain an accommodative stance amid persistent global trade tensions and geopolitical risks. The central bank also reiterated its intention to gradually reduce JGB purchases, aiming to allow long-term rates to be more market-driven. To manage the transition, the BOJ plans to slow its pace of JGB purchase reductions to JPY 200 billion per month starting in April 2026, with an interim review scheduled for June 2026.

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