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cross-asset

September 22 Review: KOSPI Gained 0.15%, Not 1.79%

October 22, 2026September 23, 2026 by James Yoo
Won Surges, Vol Craters: A Risk-On Day With an Oil Twist

The original KOSPI gain of 1.79% is corrected to 0.15%. A dated retrospective with source-linked closing observations and transparent calculations.

Categories Global Macro Tags cross-asset, crude oil, korea-markets, usdkrw, vix Leave a comment

2026-09-16 Review: How Did the Won and Yen Comparisons Differ?

October 23, 2026September 17, 2026 by James Yoo
Won Slides, Gold Climbs as Oil Drops on a Fractured Macro Tape

Historical review through 2026-09-16: How Did the Won and Yen Comparisons Differ? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags cross-asset, fx-markets, gold, oil prices, Treasury yields 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

2026-08-21 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

August 18 Review: KOSPI Fell 1.55%, Alongside US Equity Declines

October 22, 2026August 19, 2026 by James Yoo
KOSPI Tops 6,870 as Won Steadies While Wall Street Slides

The original 0.83% Korean gain is corrected to a 1.55% decline. A dated retrospective with source-linked closing observations and transparent calculations.

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

2026-08-13 Review: Did Lower Yields Establish Rate-Cut Expectations?

October 23, 2026August 14, 2026 by James Yoo
Yields Slip, Stocks Climb: Markets Lean Into Fed Rate-Cut Bets

Historical review through 2026-08-13: Did Lower Yields Establish Rate-Cut Expectations? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Asia equities, cross-asset, fed-rate-cuts, Federal Reserve, Treasury yields 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

2026-08-05 Review: Did Gold and the Currency Quote Tell the Same Story?

October 23, 2026August 6, 2026 by James Yoo
Gold and Won Rally as Dollar Wobbles, Vol Drops to 15.89

Historical review through 2026-08-05: Did Gold and the Currency Quote Tell the Same Story? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags cross-asset, dollar-index, gold, korean-won, vix Leave a comment

2026-07-10 Review: How Different Were the Won and Yen Quote Changes?

October 23, 2026July 13, 2026 by James Yoo
Won and Yen Firm as Vol Drops; KOSPI's 3% Day Tells a Cross-Asset Story

Historical review through 2026-07-10: How Different Were the Won and Yen Quote Changes? Source-linked daily data, a five-observation comparison and explicit corrections.

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

2026-06-30 Review: Did the Volatility Move Require a Paradox Explanation?

October 23, 2026July 1, 2026 by James Yoo
Dollar, Gold, Vol Regime: July Opens With a Paradox

Historical review through 2026-06-30: Did the Volatility Move Require a Paradox Explanation? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories Global Macro Tags cross-asset, fx, gold, market volatility, Treasury yields Leave a comment
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  • VIX on October 16: A 21.45% Rise Is Not a Stock-Market Return
  • October 15 Market Review: Oil Rises While US and Korean Stocks Diverge

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