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Explainers 2026-09-03

What Semiconductor Sales Mean for the Korean Won (KRW)

Semiconductor sales can support the Korean won through export income and dollar conversion, but capital flows, exporter behavior, rates and the broad dollar decide whether USD/KRW actually falls.

USD KRW
Market Analysis 2026-09-03

Oil vs. Natural Gas: What the 2026 Energy Split Signals for Inflation and FX

WTI rose 31.4% from 6 July to 1 September 2026 while Henry Hub natural gas fell 11.9%. This analysis explains what the energy split says about inflation, inventories and commodity currencies.

News 2026-09-03

AUD/NZD jumps to 1.2265; rate spreads set the tone — FX Market Recap, Sep 3

Australian dollar strength was broad, but the silver slide left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

AUD NZD
News 2026-09-02

NZD Rate Decision rises to 2.75%; NZD/USD falls to 0.5891 — FX Market Recap, Sep 2

FX breadth pointed to broad NZD softness, but falling platinum left the cross-asset tape mixed. Relative rates and positioning are the next confirmation...

USD NZD
News 2026-09-01

USD/THB rises to 33.16; rate spreads set the tone — FX Market Recap, Sep 1

Dollar strength was broad, but the silver slide left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

USD
News 2026-08-30

GBP/JPY trades near 216.90; rate spreads set the tone — FX Market Recap, Aug 30

Yen softness was broad, but the gold slide left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

GBP JPY
News 2026-08-28

BRL Unemployment 5.30% prints; USD/JPY rises to 159.97 — FX Market Recap, Aug 28

Brazil Unemployment prints at 5.30%; Japan Retail Sales prints at 13880.00% led the August 28, 2026 forex session across 2 currencies. USD/JPY rises to...

USD JPY BRL
News 2026-08-27

AUD/USD rises to 0.7185; rate spreads set the tone — FX Market Recap, Aug 27

Yen strength was broad, but the platinum slide left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

USD AUD
News 2026-08-26

AUD CPI 3.50% prints; AUD/NZD rises to 1.2073 — FX Market Recap, Aug 26

FX breadth pointed to broad AUD strength, but rising gold left the cross-asset tape mixed. Relative rates and positioning are the next confirmation tests.

AUD NZD
News 2026-08-25

AUD/NZD trades near 1.1990; rate spreads set the tone — FX Market Recap, Aug 25

Dollar strength was broad, but the silver slide left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

AUD NZD
News 2026-08-23

AUD/USD rises to 0.7178; rate spreads set the tone — FX Market Recap, Aug 23

Dollar softness was broad, but the silver rise left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

USD AUD
News 2026-08-22

AUD/USD rises to 0.7178; rate spreads set the tone — FX Market Recap, Aug 22

Dollar softness was broad, but the silver rise left the cross-asset read unconfirmed. Rate spreads and positioning are the next tests.

USD AUD

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