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Global export value rose about 19% from a year earlier, an 84th-percentile outcome over the past 25 years, with Asia accounting for 71% of the increase, according to a report from UBS chief economist Arend Kapteyn. The gain splits into 8.8 percentage points of volume and 10.3 percentage points of price, meaning price effects contributed 1.5 points more than real shipments and AI-linked demand offset the tariff shock. That mix is supportive for Asian export proxies such as KOSPI semiconductors and cyclically for the won, but a price-led trade rebound also keeps goods inflation and UST yields in play; watch whether volume growth holds as pricing power fades.
As a Macro signal, watch whether it changes price action, volatility, or flows around KOSPI, 000660, KRW=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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