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asia-fx

September 28 Review: Gold Fell 3.54% While Dollar Quotes Declined

October 22, 2026September 29, 2026 by James Yoo
Gold Drops 3.5% as VIX Jumps 7% and Yields Push to 5.24%

The original KOSPI decline of 1.83% is corrected to 2.70%. A dated retrospective with source-linked closing observations and transparent calculations.

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

September 25 FX Review: Won and Yen Data Do Not Establish a Yuan Move

October 22, 2026September 27, 2026 by James Yoo
Yuan Firms as Asia FX Rallies While Gold and Yields Diverge

The earlier title asserted yuan strength without a yuan series. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags asia-fx, China, china-cny, emerging markets, Treasury yields Leave a comment

September 23 Review: KOSPI Gained 0.90% as the US Yield Rose 14.6 Basis Points

October 22, 2026September 24, 2026 by James Yoo
Won Rallies, KOSPI Hits 7,080 as US 10-Year Yield Jumps to 5.12%

The KOSPI gain is corrected from 1.04% to 0.90%. A dated retrospective with source-linked closing observations and transparent calculations.

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

September 8 Review: KOSPI Fell 0.58%, Reversing the Earlier Rally Narrative

October 22, 2026September 9, 2026 by James Yoo
KOSPI Jumps 4% as Won Steadies While Yuan-Linked EM Assets Diverge

The original 4.00% KOSPI gain had the wrong sign. A dated retrospective with source-linked closing observations and transparent calculations.

Categories China & Emerging Tags asia-fx, china-cny, emerging markets, Korea KOSPI, Treasury yields Leave a comment

2026-09-04 Review: What Does a Won Quote Show About Korean Returns?

October 23, 2026September 6, 2026 by James Yoo
Won Strengthens as KOSPI Tops 6,687 on Semiconductor Bid

Historical review through 2026-09-04: What Does a Won Quote Show About Korean Returns? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags asia-fx, Korea KOSPI, semiconductors, Treasury yields, usd-krw Leave a comment

2026-09-04 Review: How Did Gold Perform Beyond One Daily Quote?

October 23, 2026September 5, 2026 by James Yoo
Dollar Slips, Gold Dips as VIX Sits Near Cycle Lows

Historical review through 2026-09-04: How Did Gold Perform Beyond One Daily Quote? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags asia-fx, cross-asset, gold, market volatility, 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

2026-08-24 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

2026-08-11 Review: How Did Gold and Dollar Quotes Compare?

October 23, 2026August 12, 2026 by James Yoo
Gold Jumps, Yields Slip as Dollar Weakens Against Yen and Won

Historical review through 2026-08-11: How Did Gold and Dollar Quotes Compare? Source-linked daily data, a five-observation comparison and explicit corrections.

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

2026-07-13 Review: How Large Was the Recalculated Korean Drawdown?

October 23, 2026July 14, 2026 by James Yoo
KOSPI Sinks 6.65% as Won Slides Past 1,497

Historical review through 2026-07-13: How Large Was the Recalculated Korean Drawdown? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories China & Emerging Tags asia-fx, export-cycle, Korea KOSPI, korean-won, semiconductors Leave a comment

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