
The won has held around 1,360 per dollar since the Chuseok holiday, supported by semiconductor-driven strength despite rising US Treasury yields. The 10-year yield passed 5.2% and the dollar index rose above 101.2 while Brent exceeded $100.
A stable won keeps Korean import costs for feed raw materials steady for now, but elevated US yields and a firm dollar leave downside risk for the currency and feed budgets.
Not enough comparable past events yet for a historical read.
After 2,356 past bullish macro events, US Dollar (Broad) moved a median +0.2% over 5 sessions (60% higher; middle half -0.3% to +0.7%), and +0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.