South Korea Inflation
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FX Is the Real Hotspot Now: Yen Near 160, Korea’s CPI Surprise, and Europe’s Inflation Repricing Are Turning Asia Rate Vol Into a Global Trade
This is no longer just a Japan currency story. The same shock is running through the yen, the won, European inflation pricing, and U.S. rate expectations, making FX and rates the most important cross-market signal on the board.