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USD/KRW is set to extend its rebound from the 1,370 won area on the 2nd as US Central Command confirmed airstrikes on IRGC targets inside the Strait of Hormuz starting at noon, retaliation for Iran's attack on a US base in Jordan, with Tehran striking back. The transmission is a classic geopolitical risk premium: a Hormuz chokepoint threat lifts crude and the dollar simultaneously, so KRW faces both an energy-import terms-of-trade hit and safe-haven dollar demand, a combination that historically pressures Korean equities and high-beta risk assets including BTC. Watch whether Iran's retaliation targets shipping or energy infrastructure in the strait, which would validate a sustained oil-plus-DXY squeeze; de-escalation signals or a contained tit-for-tat exchange would quickly unwind the won's risk discount.
As a Forex signal, watch whether it changes price action, volatility, or flows around KRW=X, CL=F, BZ=F.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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