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2026-09-02 Review: What Was the Recalculated Korean Loss?

October 23, 2026September 3, 2026 by James Yoo
KOSPI Drops 3.8% as Won Slips: What It Signals for EM

Historical review through 2026-09-02: What Was the Recalculated Korean Loss? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags capital-flows, china-property, emerging markets, Korea KOSPI, usdkrw Leave a comment

August 31 Review: Korean Stocks Rose as US Benchmarks Declined

October 22, 2026September 1, 2026 by James Yoo
Yields Grind Higher, Stocks Slip as Fed Path Stays Unsettled

The original KOSPI decline of 1.34% is corrected to a 0.46% gain. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags Asia equities, Federal Reserve, oil prices, safe-haven assets, Treasury yields Leave a comment

2026-08-28 Review: Did the Currency Move Explain the Korean Equity Result?

October 23, 2026August 31, 2026 by James Yoo
Won Firms, KOSPI Slips: What It Means for Korea's Chip Trade

Historical review through 2026-08-28: Did the Currency Move Explain the Korean Equity Result? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags emerging markets, Korea KOSPI, korean-won, semiconductors, Treasury yields Leave a comment

2026-08-28 Review: Did the Daily Gold Move Match Its Five-Session Direction?

October 23, 2026August 30, 2026 by James Yoo
Gold Slips, Dollar Firms as 10-Year Yield Pushes Toward 4.72%

Historical review through 2026-08-28: Did the Daily Gold Move Match Its Five-Session Direction? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags asia-fx, dollar strength, gold, market volatility, Treasury yields Leave a comment

2026-08-28 Review: What Did the Daily Oil Series Show?

October 23, 2026August 29, 2026 by James Yoo
Oil Steady, Gold Slips as Fed's Warsh Signals Higher-for-Longer

Historical review through 2026-08-28: What Did the Daily Oil Series Show? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags Fed policy, gold, middle-east-risk, oil markets, Treasury yields Leave a comment

2026-08-27 Review: What Can a Korean Index Say About a China Property Claim?

October 23, 2026August 28, 2026 by James Yoo
China Property Drag Meets EM Rally as KOSPI Jumps 2.5%

Historical review through 2026-08-27: What Can a Korean Index Say About a China Property Claim? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags China, china-cny, em-flows, emerging markets, Korea KOSPI Leave a comment

2026-08-26 Review: Do External Prices Establish an ECB Decision?

October 23, 2026August 27, 2026 by James Yoo
ECB Holds the Line as Energy Costs Test the Euro

Historical review through 2026-08-26: Do External Prices Establish an ECB Decision? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Europe & ECB Tags ecb-policy, Energy Prices, europe-ecb, periphery-spreads, Treasury yields Leave a comment

August 25 Review: KOSPI Gained 0.68% as the US Yield Fell

October 22, 2026August 26, 2026 by James Yoo
Yields Slip, Gold Climbs as Fed Bets Firm Into Year-End

The earlier 2.46% KOSPI decline is corrected to a 0.68% gain. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags Fed policy, fed-rate-cuts, gold, Korea KOSPI, Treasury yields Leave a comment

2026-08-24 Review: How Did Won and Korean Equity Changes Compare?

October 23, 2026August 25, 2026 by James Yoo
Won Slides, KOSPI Drops 2.3% as Iran Sanctions Hit Oil

Historical review through 2026-08-24: How Did Won and Korean Equity Changes Compare? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Middle East & Energy Tags asia-fx, iran-sanctions, Korea KOSPI, korean-won, oil prices Leave a comment

2026-08-21 Review: Was the Reported Korean Surge Reproducible?

October 23, 2026August 24, 2026 by James Yoo
KOSPI's 6.8% Surge Stands Alone as Wall Street Drifts, Vol Fades

Historical review through 2026-08-21: Was the Reported Korean Surge Reproducible? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags cross-asset, gold, Korea KOSPI, korean-won, market volatility Leave a comment
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