
After the U.S. midterm election, concerns that tighter rules could slow AI data-center construction weighed on semiconductor stocks and fueled risk aversion. Foreign investors sold a net 2.769 trillion won of South Korean shares, and the won weakened, with the dollar-won rate rising 14.5 won to 1,356.6.
Foreign equity outflows and risk aversion increased demand for dollars against the won, pushing USDKRW higher. A weaker won can raise the local-currency cost of imported feed and other commodities, though the article identifies no specific commodity-flow change.
Not enough comparable past events yet for a historical read.
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.