周一，韩元兑美元汇率跌至1410左右，这是韩元连续第三个交易日下跌，受到美元普遍走强和地区货币疲软的压力。投资者评估了美国政府停摆的影响，政府停摆暂停了关键的联邦项目，并推迟了主要数据的发布，包括9月份的就业报告。对美国资产的避险需求持续存在，而市场对美联储降息的预期，预计本月将有一次降息，12月将有另一次降息。另外，韩元也受到地区同行疲软的影响，尤其是日元，日元在日本政治发展将一位支持刺激计划、财政温和的议员定位为首相后下跌。在国内方面，市场参与者仍然关注美韩贸易讨论，上周的声明重申了外汇干预限制，导致市场情绪谨慎。
The South Korean won fell to around 1,410 per dollar on Monday, marking its third straight session of losses, pressured by broad US dollar strength and regional currency softness. Investors assessed the impact of the US government shutdown, which halted key federal programs and delayed major data releases, including September’s jobs report. Safe-haven demand for US assets persisted, while markets priced in Federal Reserve rate cuts, with one expected this month and another in December. Separately, the won was also weighed by weakness in regional peers, particularly the yen, which fell following Japan’s political developments that positioned a pro-stimulus, fiscally dovish lawmaker as prime minister. On the domestic front, market participants remained attentive to US–Korea trade discussions, with last week’s statement reaffirming FX intervention limits contributing to cautious sentiment.
