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The one-month dollar-won NDF was last quoted at 1,375.80 won (MID) in New York with a 1,375.60 bid and 1,376.00 offer, equal to a 3.75 won rise versus the prior Seoul spot close of 1,372.50 won after adjusting for the -0.45 won swap point. The move came as the dollar surged on a hawkish Jackson Hole address from Fed Chair Kevin Warsh, tightening the dollar-liquidity channel that typically pressures KOSPI foreign inflows and weighs on high-beta assets including BTC and ETH. Watch whether spot opens above 1,375 won and whether DXY and short-end UST yields hold their gains, since a sustained repricing of Fed cut expectations would keep won-denominated risk assets on the defensive.
As a Forex signal, watch whether it changes price action, volatility, or flows around KRW=X, KOSPI, BTC.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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