iM Securities analyst Park Sang-hyun forecasts the won-dollar rate will fall to around 1,320 by late November, citing a widening trade surplus, sound fiscal health and dollar conversion from Samsung and SK hynix shareholder returns. The won closed at 1,343.8 on November 2, up 9.5 won from October 30.
A stronger won would lower the local cost of dollar-priced feed imports for Korean buyers, while the analyst also flags that a US strike on Iran could briefly lift oil prices.
Not enough comparable past events yet for a historical read.
After 323 past bullish macro events, Crude Oil (Brent) moved a median +0.7% over 5 sessions (58% higher; middle half -2.9% to +3.7%), and +1.3% 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.