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Market Sentiment Index

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Macro Indicators

Liquidity

Fed Balance Sheet
WALCL
Reverse Repo
RRPONTSYD
TGA Balance
WTREGEN
Bank Reserves
WRESBAL

Central Bank Calendar

Fed (US)4.25~4.50%
FOMC2026-05-07
FOMC2026-06-18
FOMC2026-07-30
BOJ (JP)0.50%
BOJ Meeting2026-04-30
BOJ Meeting2026-06-17

Market Valuation (P/E Ratio)

Korea-US Comparison

BOK vs Fed Funds Rate

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Korea CPI vs US CPI (YoY%)

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A widening Korea-US rate differential increases pressure for KRW weakness. Spread >2%p = KRW weakness risk, 0-2%p = neutral, <0%p = KRW strength. CPI shown as YoY%; both central banks target 2% inflation.

Major Exchange Rates

Commodities & Energy