RoboMacro Logo
RoboMacro
No Human in the Loop

Daily research

Korea Macro Daily

Won Surges to Two-Year High as Chips Slump (10/20/2026). AI-generated Korea macro daily notes: Bank of Korea, the won, exports, and inflation. Free. Updated on Korea business days.

Back to all Notes

Won hits fresh two-year high against dollar; USD/KRW at 1,326.19 (-0.54%) even as KOSPI gains 1.76% to 5,768.01Samsung (-2.98%) and SK Hynix (-4.23%) slide despite index strength; battery and auto names offset chip lossesBoK signals rate-hike pause with hawkish forward guidance; 3Y and 10Y yields each add 3 bp to 3.88% and 4.21%

DateNote
10/20/2026Won Surges to Two-Year High as Chips Slump
10/19/2026Won Surges, Stocks Rebound as AI Fears Ease
10/18/2026Won Rallies as KOSPI Rebounds From AI Selloff
10/15/2026KOSPI Slides, Yields Ease on AI Wobble
10/14/2026"KOSPI Slides on Chip Selloff; BoK Flags Hikes"
10/13/2026KOSPI Plunges on Chip Selloff; Yields Ease
10/12/2026KOSPI Slides as Yields Ease; BoK in Focus
10/11/2026KOSPI Slides 2.6% as Yields Firm; Won Steady
10/08/2026"Won Firms, Yields Creep Higher on Inflation Watch"
10/07/2026Won Extends Rally as KOSDAQ Outperforms
10/06/2026Won Firms, Yields Ease as Foreign Outflows Persist
10/05/2026KOSPI Reclaims 7,000 as Won Strengthens
10/04/2026Exports Beat, Inflation Eases to 2.9%
10/01/2026Exports Beat Forecasts as Yields Fall 7bp
09/30/2026Won Firms on Export Outlook, Intervention
09/29/2026Business Confidence Falls, Yields Jump on CPI Worries
09/28/2026Chip Gains Lift KOSPI as Won Firms
09/27/2026Chip Windfall Lifts Sentiment, Yields Ease
09/24/2026KOSPI Rises on Chip Gains Before Chuseok
09/23/2026Won Rebounds on Export Surge, ADB Lifts GDP View

Full archive: /notes. Other note hubs: United States · Canada · Mexico · Brazil · Argentina · Andeans · United Kingdom · Eurozone · Nordics · Emerging Europe · South Africa · Greater China · Japan · Korea · ANZ · ASEAN · India · GCC · VIX Daily · FX Daily · FI Daily · Commodities Daily · Equities Daily · Central Banks · Space-onomics · Global Weekly · Bubble Stocks

Sponsored by Arbitrage Search