KRW

BOK nominee Shin signalled readiness to act against excessive won weakness as geopolitical tensions drive FX volatility. Rising oil-linked inflation risks are set to play a bigger role in policy decisions.

Eamonn Sheridan

13/04/2026 | 03:03 GMT

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Eamonn Sheridan

13/04/2026 | 03:03 GMT

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Central Banks

Central Banks

Bank of Korea holds policy rate at 2.5%, as expected.

Inflation and growth risks eyed. Ie. stagflation risk!

Eamonn Sheridan

10/04/2026 | 01:04 GMT

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Eamonn Sheridan

10/04/2026 | 01:04 GMT

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Central Banks

Central Banks

Bank of Korea seen holding rates on April 10 as oil shock lifts inflation risks

The expected hold from the Bank of Korea reinforces a cautious policy stance, which may keep Korean front-end yields relatively anchored while leaving the won vulnerable to further weakness, particularly as energy-driven inflation risks rise; continued FX depreciation could amplify imported inflation pressures, keeping markets alert to the possibility of a more hawkish shift if price pressures prove persistent.

Eamonn Sheridan

08/04/2026 | 01:20 GMT

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Eamonn Sheridan

08/04/2026 | 01:20 GMT

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Forex

usdyen fx intervention risk 16 March 2026

Forex

Weekend co-ordinated FX intervention warning - Japan, South Korea firm on FX volatility

The joint warning underscores growing regional concern about currency weakness as dollar strength intensifies. If USD/JPY approaches or breaks the 160 level, traders will increasingly price the risk of Japanese intervention and coordinated verbal pressure across Asia FX more broadly.

Eamonn Sheridan

15/03/2026 | 20:24 GMT

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Eamonn Sheridan

15/03/2026 | 20:24 GMT

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News

News

North Korea tests cruise missile for destroyer and backs Iran (KJU attention seeking)

Missile tests and geopolitical alignment between North Korea and Iran can heighten global risk sentiment, often supporting safe-haven assets such as gold and the U.S. dollar while weighing on regional equities.

Eamonn Sheridan

10/03/2026 | 21:23 GMT

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Eamonn Sheridan

10/03/2026 | 21:23 GMT

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Stocks

Stocks

Korean stocks melt down

Huge losses in the Kospi, which hit a circuit breaker and is down 10%

Adam Button

04/03/2026 | 03:13 GMT

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Adam Button

04/03/2026 | 03:13 GMT

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Central Banks

South Korea won strength chart update 26 February 2026

Central Banks

Bank of Korea dot plot points to prolonged 2.50% hold as chip exports support growth

The unanimity and 16/21 dots at 2.50% should help anchor short-end Korean rates and reduce near-term cut pricing, supporting KRW stability. The small 2.25% cluster preserves optionality if growth or FX conditions deteriorate, while the lone 2.75% dot limits hawkish repricing.

Eamonn Sheridan

26/02/2026 | 01:59 GMT

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Eamonn Sheridan

26/02/2026 | 01:59 GMT

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Central Banks

Bank of Korea on hold 26 February 2026 krw chart

Central Banks

Bank of Korea holds rates at 2.50%, introduces Fed-style dot plot guidance

The rate hold was fully priced, limiting immediate KRW reaction. However, the introduction of a dot plot could increase short-term volatility in Korean rates as markets recalibrate to more transparent forward guidance.

Eamonn Sheridan

26/02/2026 | 00:58 GMT

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Eamonn Sheridan

26/02/2026 | 00:58 GMT

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Central Banks

Central Banks

Bank of Korea meet Feb 26 - preview: To hold rates at 2.50% through 2026 (Reuters poll)

An extended policy hold supports front-end stability in Korean rates while keeping USD/KRW sensitive to external dollar moves and domestic housing dynamics.

Eamonn Sheridan

24/02/2026 | 00:49 GMT

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Eamonn Sheridan

24/02/2026 | 00:49 GMT

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Stock market update

Stock market update

South Korea KOSPI hits record high as tech rally triggers Kosdaq sidecar

The rally reinforces Korea’s strong year-to-date momentum and global tech linkage. However, foreign outflows and a weaker won suggest hedging activity persists. Falling bond yields indicate no immediate inflation or tightening concerns.

Eamonn Sheridan

19/02/2026 | 02:39 GMT

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Eamonn Sheridan

19/02/2026 | 02:39 GMT

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News

usdkrw South Korea investment 10 February 2026

News

South Korea to screen US investment projects ahead of key trade bill

The review framework may temper capital outflow risks and FX volatility, but lingering tariff uncertainty keeps trade-related risks elevated for South Korean assets.

Eamonn Sheridan

10/02/2026 | 01:35 GMT

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Eamonn Sheridan

10/02/2026 | 01:35 GMT

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Central Banks

Central Banks

BoK governor contender Lee says too early for tightening, backs higher property taxes

Lee’s comments reinforce a “policy on hold” bias at the BoK, with the won framed as broadly fairly priced and housing tools flagged as the key inflation circuit-breaker. That mix is modestly supportive for bonds, neutral-to-soft for KRW absent global risk shocks.

Eamonn Sheridan

09/02/2026 | 03:57 GMT

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Eamonn Sheridan

09/02/2026 | 03:57 GMT

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Forex

Forex

South Korea sells $3bn FX stabilisation bonds to bolster reserves as won pressure persists

A larger FX buffer can reduce near-term tail risks for the won and tighten sovereign risk premia, but the broader market read-through is that Korea is still actively leaning against currency volatility; meaning US yield moves and domestic dollar outflows remain the swing factors.

Eamonn Sheridan

06/02/2026 | 01:06 GMT

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Eamonn Sheridan

06/02/2026 | 01:06 GMT

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Bank of Korea flags oil shock risks to inflation and growth, signals caution

India and South Korea target $50bn trade as both seek deeper economic ties

BOK nominee flags intervention action on won weakness as inflation risks rise

Bank of Korea holds policy rate at 2.5%, as expected.

Bank of Korea seen holding rates on April 10 as oil shock lifts inflation risks

Weekend co-ordinated FX intervention warning - Japan, South Korea firm on FX volatility

North Korea tests cruise missile for destroyer and backs Iran (KJU attention seeking)

Korean stocks melt down

Bank of Korea dot plot points to prolonged 2.50% hold as chip exports support growth

Bank of Korea holds rates at 2.50%, introduces Fed-style dot plot guidance

Bank of Korea meet Feb 26 - preview: To hold rates at 2.50% through 2026 (Reuters poll)

South Korea KOSPI hits record high as tech rally triggers Kosdaq sidecar

South Korea to screen US investment projects ahead of key trade bill

BoK governor contender Lee says too early for tightening, backs higher property taxes

South Korea sells $3bn FX stabilisation bonds to bolster reserves as won pressure persists

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