EPISODE · May 26, 2026 · 7 MIN
Why the South Korean Won Is Surging While the Yen Stalls
from Currency Conversations with Fexingo: Dollar, Euro, Yuan, and Foreign Exchange Markets · host Fexingo
Lucas and Luna examine the diverging paths of the South Korean won and Japanese yen in May 2026. With the won up 3.4% in a week and the yen stuck near 159 per dollar, they drill into what's driving the gap: Korea's tech export cycle, Japan's energy import burden, and the Bank of Japan's reluctance to hike. They also connect the won's strength to the broader emerging-market rotation — Taiwan's dollar is up 5.5% — and ask whether the yen's weakness is becoming structural. Plus, a look at what the Fed holding rates at 3.64% means for Asian currencies. #SouthKoreanWon #JapaneseYen #EmergingMarkets #CurrencyMarkets #Forex #DollarIndex #BankOfJapan #ExportEconomy #TechCycle #TaiwanDollar #InterestRates #Fed #Inflation #FX #Economics #BusinessPodcast #FexingoBusiness #CurrencyConversations Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Lucas and Luna examine the diverging paths of the South Korean won and Japanese yen in May 2026. With the won up 3.4% in a week and the yen stuck near 159 per dollar, they drill into what's driving the gap: Korea's tech export cycle, Japan's energy import burden, and the Bank of Japan's reluctance to hike. They also connect the won's strength to the broader emerging-market rotation — Taiwan's dollar is up 5.5% — and ask whether the yen's weakness is becoming structural. Plus, a look at what the Fed holding rates at 3.64% means for Asian currencies. #SouthKoreanWon #JapaneseYen #EmergingMarkets #CurrencyMarkets #Forex #DollarIndex #BankOfJapan #ExportEconomy #TechCycle #TaiwanDollar #InterestRates #Fed #Inflation #FX #Economics #BusinessPodcast #FexingoBusiness #CurrencyConversations Keep every episode free: buymeacoffee.com/fexingo
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Why the South Korean Won Is Surging While the Yen Stalls
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