BOK Won FX Dynamics & Central Bank Intervention Simulator

Policy Presets

BOK Levers

Verbal Guidance Intensity High

Monthly Spot Intervention $2.5B

BOK Base Rate (%) 3.50%

Exporter Conversion Mandate 40%

Global Exogenous Factors

Fed Funds Target (%) 5.25%

Semiconductor Export Growth (%) +12.4%

WTI Crude Oil ($/bbl) $78

Global VIX Risk Index 17.5

12M USD/KRW Target

1332.40

3.80% Won Appreciation

FX Reserve Impact

-$7.50B

Adequate (US$412.5B)

Imported Inflation

-0.42%

Headline CPI Pass-through

Export Competitiveness

96.80

Base Index 100

USD/KRW Forward Trajectory & Intervention Corridor (12-Month Horizon) Initial Spot: 1,385.00

Active Policy Path

Unhedged Drift Baseline

BOK Smoothing Corridor

Policy Transmission Assessment: Won appreciation target stabilized within optimal corridor via combined jawboning and managed liquidity support.