韩国总统尹锡悦宣布戒严后，韩国股市面临重新开放的不确定性，此举震惊了投资者，加剧了人们对政治不稳定的担忧。韩国交易所将于上午7:30在首尔宣布其交易计划，让市场参与者等待澄清。在岸韩元最初暴跌2.9%，至1美元兑1444韩元，但在当局承诺“无限流动性”以稳定市场后略有回升至1422韩元。随着政治紧张局势升级，韩国央行将于周三举行紧急会议，预计将概述解决市场波动的措施。在海外，韩国资产反映了动荡。三星电子（Samsung Electronics）在伦敦上市的股票下跌超过7%，而Coupang股份有限公司在美国交易中下跌近10%。在美国交易的韩国ETF跌幅超过7%。

South Korea’s stock market faces uncertainty over reopening after President Yoon Suk Yeol declared martial law, a move that stunned investors and heightened political instability concerns. The Korea Exchange is set to announce its trading plan at 7:30 a.m. in Seoul, leaving market participants awaiting clarity. The onshore won initially plunged as much as 2.9% to 1,444 per dollar but recovered slightly to 1,422 after authorities pledged "unlimited liquidity" to stabilize markets. As political tensions escalate, the Bank of Korea is holding an emergency meeting on Wednesday, expected to outline steps to address market volatility. Overseas, South Korean assets mirrored the turmoil. London-listed shares of Samsung Electronics dropped over 7%, while Coupang Inc. fell nearly 10% in US trading. Broader South Korean ETFs traded in the US sank more than 7%.

韩圆跌至1425美元，为2022年10月以来的最低水平，此前尹锡悦总统宣布戒严，以回应反对派弹劾他的努力。尹为这一决定辩护，声称这是为了保护韩国的自由和宪法秩序。在经济方面，11月通货膨胀率小幅上升至1.5%，仍低于1.7%的市场预期，在韩国央行2%的目标范围内。韩国央行最近将利率下调25个基点至3%，这是连续第二个月降息，使借贷成本降至2022年10月以来的最低水平。交易员们正在等待本周晚些时候的最终GDP数据，以了解该国经济前景的更多信息。

The South Korean won weakened to $1,425, its lowest since October 2022, after President Yoon Suk Yeol declared martial law in response to opposition efforts to impeach him. Yoon justified the decision, claiming it was necessary to protect South Korea's freedom and constitutional order. In the economy, inflation rose slightly to 1.5% in November, still below market expectations of 1.7% and within the Bank of Korea's 2% target range. The Bank of Korea recently cut interest rates by 25 basis points to 3%, the second consecutive monthly reduction and bringing borrowing costs to their lowest level since October 2022. Traders are awaiting final GDP figures later this week for more insights into the country’s economic outlook.

美元兑韩元升至1412.00的24个月高点。在过去的4周里，美元韩元上涨了2.34%，在过去的12个月里，韩元上涨了7.37%。

USDKRW increased to a 24-month high of 1412.00. Over the past 4 weeks, US Dollar South Korean Won gained 2.34%, and in the last 12 months, it increased 7.37%.

韩元微涨至1美元兑1404韩元左右，弥补了最新通胀数据公布后前一交易日的一些损失。2024年11月，该国的年通货膨胀率从上个月的45个月低点1.3%升至1.5%，但低于1.7%的市场预期。然而，尽管略有上升，通货膨胀率连续第三个月保持在韩国央行2%的目标范围内，与央行最近向货币宽松政策的转变相一致。上周，韩国央行出人意料地将政策利率下调25个基点至3%，这是连续第二个月下调。此举打破了人们对暂停的普遍预期，使借贷成本降至2022年10月以来的最低水平。交易员们现在正关注本周晚些时候即将公布的最终GDP数据，预计这将为该国的经济轨迹提供更深入的见解。

The South Korean won edged higher to around 1,404 per dollar, recouping some losses from the previous session following the release of the latest inflation data. The country’s annual inflation rate ticked up to 1.5% in November 2024, from a 45-month low of 1.3% in the prior month, but below market expectations of 1.7%. However, despite the slight increase, inflation remained within the Bank of Korea's 2% target range for the third consecutive month, aligning with the central bank's recent policy shift toward monetary easing. Last week, the BOK surprised markets by cutting its policy rate by 25 basis points to 3%, marking the second consecutive monthly reduction. This move, which defied widespread expectations of a pause, brought borrowing costs to their lowest level since October 2022. Traders are now focusing on the upcoming release of final GDP figures later this week, which are expected to provide deeper insights into the country’s economic trajectory.