Possible scenario
Won Squeezes Exporters
22% Chance
The won's recent rally becomes the dominant market interpretation of softer export-price growth. Investors worry that foreign-currency revenues will translate into fewer won, pressuring margins even if global demand remains healthy.
Initial impacts
- Market volatility Up
Secondary impacts
- Technology -0.6%
- Industrials -0.4%
- Consumer Cyclicals -0.4%
Portfolio impact
S&P 500-0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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