USD/KRW: From the 1,600 Scare Toward the 1,300s—What Drove the Reversal and What Comes Next
A detailed analysis of why USD/KRW surged into the 1,560s, reversed toward 1,415, and what exporter conversions, foreign flows, rate policy, oil, and structural overseas investment imply for a possible move into the 1,300s.
Korea’s July CPI Preview: What the August 4 Release Means for Rates, the Won, and the KOSPI
Korea's July CPI arrives on August 4. Here is how the 3.2% June reading, a 2.75% policy rate, oil, and the won could affect bonds and stocks.
Is the Global Energy Shock Over? EIA, API, Cushing, and Oil Inventory Draws Explained
June 25, 2026 update on EIA/API crude data, Cushing at 18.957 million barrels, SPR at 331.191 million barrels, and JODI inventory draws.