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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.
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.
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.
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/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.
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.
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...
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.
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 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/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.
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.