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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
Real-time Actionable Insight
Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI Eurozone Inflation Insight – November 2024
MNI ASI OPEN: Fed Bostic Still Confident of Waning Inflation
MNI ASIA MARKETS ANALYSIS: Tsy Curves Twist Flatter
USDKRW has moved back below its 50DMA....>
KOREAN WON: USDKRW has moved back below its 50DMA and 100DMA, currently at
1,072, but continues to trade within the tight range established since the start
of the year. With the USD weakening globally, the won's trade-weighted index
continues to appreciate, which is likely to cause headaches for the BOK which
has previously noted its reluctance to allow the won to appreciate.
- Korean reserve data will be released tomorrow and will likely show the BOK's
dollar holdings rising over US$400bn as the bank seeks to stem the won's advance
amid a massive current account surplus.
- However, the potential for portfolio outflows to resume is increasing as
interest rate differentials between Korea and the US hit new highs in the US's
favour. Based on the tight correlation between default risk-adjusted real yield
spreads and USDKRW over the past decade, MNI estimates that the won is currently
~10% overvalued.
- An additional factor acting against the won in the near term is the renewed
weakness in the Chinese yuan, the regional FX bellwether. The USDCNH is heading
towards its 200DMA and a break of this level could establish a yuan bear market.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.