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Just looking closely at the 6-month macro trend lines here. Despite South Korea locking in record current account surpluses driven by the massive semiconductor export upcycle, the Won is stubbornly holding above 1,500 to the USD. It looks like the massive yield differential—with the Fed holding funds at 3.75% while the Bank of Korea keeps its base at 2.5% under Governor Shin—is causing an aggressive structural flight of portfolio capital that completely overrides the trade data. Add in the energy and oil price volatility from the Middle East shocks upending the shipping channels, and the traditional economic rules for the KRW are basically getting rewritten. Are you guys adjusting your portfolio allocations or pulling capital back into USD strings, or are you betting on a swift BOK intervention to defend the historical 1,450 bands? submitted by /u/Kitchen_Cable6192 |
The 1,500 Won ceiling is officially holding, defying a record current account surplus. Structural shift or temporary anomaly?
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